Use these tips to help manage the multiple windows that display on your
screen during a session. You might also want to share these tips with
customers.
Participate in one session at a time. Tracking multiple sessions can
be difficult, especially when you use tools that require separate windows. In
most cases, you can best serve your customers by participating in only one
session at a time. If you must conduct multiple sessions, first read
Managing multiple customer care sessions.
When you are done with a tool, be sure to close the tool window instead
of minimizing it. You close a tool window by clicking the X in the
upper right corner of the window. Clicking the line (_) minimizes the
window, leaving it accessible from the task bar along the bottom of your
screen. (You might need to move or resize the tool window to keep the buttons
visible.)
Keep the chat transcript area visible. Whenever possible, keep the
chat transcript area visible by moving or resizing other windows.
Resize windows. Making a tool window smaller might allow you to view
both the tool window and the chat transcript area. You can resize any window by
placing your cursor along the bottom or side edge of the window until the
cursor becomes a double-arrow. Make the window bigger or smaller by dragging
the cursor. You might need to resize both the tool window and the
window containing the Sessions tab, so that you can enter chat messages
and view the chat transcript while also viewing the tool window.
Move windows. You can move a window by placing your cursor along the
title bar at the top of the window until the cursor becomes a double arrow.
Drag the window and drop it anywhere on the screen.
Tell customers when their browser window will change. Always tell
customers when their browse window will change on their screen. You should also
tell customers if they need to manually close a window. For example, when a new
Web page has been sent to a customer's screen, they should be told in
advance.
Switch between windows when necessary. Some windows will not remain
on your screen side by side. Use the taskbar along the bottom of your screen to
switch between windows.