Transfer

Settings | Transfer

Transfer Mode on Answer

When a call is answered the specified transfer mode will automatically be selected. This will enable one click transfer.

Place call on hold on begin transfer

If this option is enabled, when a transfer mode is selected the call will immediately be placed on hold.

Call Button Visibility

These settings control what transfer options are available for calls.

Option
Description

Full

Transfer Button will be shown on the current call area.

Minimized

Transfer option will only be available on the "more" menu.

Disabled

Transfer option will not be available.

Call Back Messages

These fields allow customization of the call back chat, call back email, and chat consult transfer messages. Placeholders can be added to the text by selecting a placeholder from the "Add" drop down menu to the right of each text field. All fields can be reset to default by selecting the "Reset to default" button below each field.

Chat Consult Transfer

Chat consult transfer request message can be customized here. Placeholders can be added to the text by selecting a placeholder from the "Add" drop down menu to the right of the text field.

If "Enable Automatic Transfer from Hold" is enabled, the call transfer will automatically be initiated if the transfer recipient selects Accept or Send to Voicemail.

For more information on chat consult transfer see Enable Chat Consult Transfer

Advanced

If clear search bar after transfer initiated is enabled, the search field text will automatically be cleared when a transfer is initiated.

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