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ESI E-Class User Manual

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1. F 8 User s Guide Special keys 3 Enter 9 25 W AL The display will show the first stored name that starts with the character range from WAJ to YCL WALTON AND SONS 90955510929 v 4 Press the scroll keys W and A until XYZ COMPANY appears in the display XYZ COMPANY 3185559421 EDIT 4 DIAL CS 7 A ESI DEX 5 Press DIAL This dials the number for the XYZ Company Important The number dialed if stored from a Caller ID will be the number for the actual line used by the caller and may be different than the caller s listed number Additionally some local calls may not be auto dialed correctly depending on the limitations of your area s local dialing plan You may wish to create a manual listing for these Consult your administrator if you need further assistance System speed dialing with Esi Dex If your administrator has programmed system speed dial numbers you can access one of these numbers either via Esi Dex as explained in the foregoing discussion or auto dial it by dialing its corresponding three digit access number in the range 600 699 Example If an out of town factory location has been programmed as system speed dial access number 605 you can lift the handset receive internal dial tone dial 6 0 5 and this will automatically dial the factory s number You may also program 605 in this example as a programmable feature key see page C 2 Override ring Not available on 12
2. combo PROG HELP key while the 48 Key Feature Phone has separate PROGRAM and HELP keys If you re using a 12 Key or 24 Key Feature Phone press PROG HELP wherever this User s Guide instructs you to press either PROGRAM or HELP Note To use voice mail conference calling and mute DND on a 12 Key Feature Phone you must program these features into programmable feature keys see Optional features page F 11 Fixed feature keys The fixed feature keys on the phone are permanently labeled as to their usage The FLASH REDIAL and MUTE DND key on either Feature Phone each have two purposes your ESI phone system will govern this by permitting only the appropriate function when either is pressed depending on the circumstances at that moment The different phone models have some different fixed feature keys Keys LEDs lamps The LEDs light emitting diodes or lamps associated with the programmable and fixed keys aid in determining the status of their function In general e Green indicates a function associated with your phone e Red indicates an occurrence at another station e Asolidly lit lamp indicates in use status Blinking indicates an action such as ringing or holding is required a fast blink calls for immediate action As an example a blinking red key is a call ringing at another station blinking green signifies ringing at your station See also Line keys page F 11 E 2 User s G
3. this will be heard on the speakers of all extensions except those on the Remote IP Feature Phones in the system Additionally the Quick Page and Auto Page features are not available when calling a Remote IP Feature Phone 4 No 911 emergency calls Because your Remote IP Feature Phone isn t connected directly to your local telephone network you must use a regular phone connected locally not the Remote Phone to make 911 or other emergency calls See ESI document 0450 0262 included with your Remote Phone for more information G1 Remote IP Feature Phone User s Guide Troubleshooting Important The audio quality of the Remote IP Feature Phone is dependent on the quality of the connection between the Remote Phone and the IP PBX at the main office High data traffic on a poor or overloaded connection will cause significant audio distortion which may include pops and clicks or warbling In this case contact your ESI Reseller or network administrator for assistance The quality of your main office s outside phone lines also can affect the audio quality of the Remote IP Feature Phone Due to the interface between advanced packet based phone systems and the traditional public telephone network a poor quality phone line can degrade audio quality causing an echo on outside calls An occasional echo isn t unusual and doesn t necessarily indicate a problem with your system or lines however if this problem occurs persisten
4. 4 Station audibles 1 Station ring tone 2 Station ring volume 3 Message ring 5 Password 1 Enter 2 Delete 3 Hear 4 Security level 6 External message notification 1 Delivery options 2 Phone delivery 3 Pager notification 4 Urgent message 7 Personal Call Routing 1 Entry settings 2 Exit settings 3 Quiet time settings 9 Un delete Note Selections 3 5 and 6 as well as the background announce function under Station options see page E 10 are not available on a 12 Key Feature Phone 1 Available only if your phone system is using IVX Presence Management If you re not sure whether it is consult your System Administrator For more information about IVX Presence Management visit www esi estech com presence C 1 User programming An introduction User s Guide 1 Select personal greeting Select the desired greeting 1 20r 3 The system will play the current greeting followed by prompts to re record delete or hear again or select the current greeting by pressing 1 Record personal greeting Begin recording at the tone Press 1 to stop The new personal greeting automatically replaces the previous greeting 2 Delete personal greeting When prompted press 2 again to confirm deletion Warning Your mailbox is disabled if no personal greeting exists Never delete all of your existing personal greetings before you record at least one new one 3 Hear current personal greeting
5. ESI Feature Phone User s Guide FOR IP E Class IVX X Class IVX E Class 0450 0366 Rev J Visit www esiusers com for up to date help About ESI ESI Estech Systems Inc is a privately held corporation based in Plano Texas Founded in 1987 ESI designs and builds innovative telecommunications products for businesses like yours Because of their powerful combination of value and features ESI products are consistently recognized by industry publications and leaders Copyright 2005 ESI Estech Systems Inc IVX is a registered trademark and Esi Dex Quick Groups Quick Moves Virtual Mailbox Key AutoPage Quick Page and Verbal User Guide are trademarks of ESI Act is a registered trademark of Symantec Corporation Goldmine is a trademark of Goldmine Software Corporation Microsoft Windows NT and Outlook are registered trademarks of Microsoft Corporation Intel is a registered trademark of Intel Corporation Panasonic and DBS are registered trademarks of Matsushita Electric Corporation of America Information contained herein is subject to change without notice ESI products are protected by various U S Patents granted and pending ESI is an ISO 9001 2000 certified company Visit ESI on the Web at www esi estech com Contents Introducton eessen 48 Key Feature Phone 24 Key Feature Phone 12 Koy Feature PHONE AA AMANG aranan aaa ee Les SUS NAAALAALA NN AA AA AN BN A 5 Connecting Hiel DT Ap Help mode V
6. Programming your guest mailbox from an ESI Feature Phone Press PROGRAM Xx then the mailbox number and then to confirm You will be prompted to record the greeting change the password enter an external paging number or exit by hanging up You can record up to three different personal greetings in your own voice indicating your availability to return calls To record a personal greeting press PROGRAM 1 and then follow the instructions you ll hear Tip If necessary review Personal greetings pp D 10 D 10 for options and sample greetings You can change any personal greeting as often as necessary by just recording over a previously recorded personal greeting Warning Do not delete all of your personal greetings make sure at least one always remains Deleting all the greetings not only doesn t revert to the initial default greeting it also will turn off your mailbox Select the desired greeting number 1 2 or 3 The current greeting will be played followed by prompts to re record delete hear again or select as the current greeting by pressing 1 Record personal greeting Begin recording at the tone press 1 to stop The new personal greeting automatically replaces the previous greeting Important Your mailbox will work only if at least one personal greeting exists for it 2 Delete personal greeting When prompted press 2 again to confirm deletion See Important note above
7. number This is called call forward no answer off premises When this is set outside calls that are directed to your extension will ring for a predetermined time and then be forwarded to the outside number If the call isn t answered in time the caller will be routed to the extension s voice mailbox To set or cancel 1 Dial 5 6 7 or press an assigned call forwarding no answer programmable feature key if necessary review the instructions on page E 8 Enter the number including the line group access code such as 9 to which you re forwarding Press to confirm Press a scroll key A or Y to select either ENABLE or DISABLE for call forwarding no answer Press to confirm oa P WO N Note If your system is using IVX Presence Management consult the VX Presence Management User s Guide ESI part 0450 0793 to learn about additional special functionality that may be available to you If you re not sure whether your system is using IVX Presence Management consult your System Administrator For more information about IVX Presence Management visit www esi estech com presence Note If your system is on a PRI ISDN Primary Rate Interface line and an outside caller is forwarded off premises to you eg your cell phone when you re away from the office you can view his Caller ID when you have set either call forwarding off premises or call forwarding no answer off premises Your system
8. 2 Programmable feature keys There are two methods for performing programming of your phone e Direct programming Select the key you want to program and hold it down for at least two seconds This not only initiates programming but also lets you immediately program that specific key e Traditional programming Press PROGRAM The Verbal Help Guide will speak to you walking you through the full menu during which you can choose the appropriate option Direct programming example You wish to set one of the keys to dial a co worker whose extension is 105 Hold down the key for at least two seconds This automatically puts you in feature key programming Follow the prompts to enter 1 0 5 This has allowed you to skip two steps pressing PROGRAM and selecting a menu option that you d have had to perform if using traditional programming C 2 User s Guide User programming An introduction How the programmable feature keys can be set Line keys If a line number 1 through 66 is programmed the programmable feature key becomes a line key providing the appropriate lamp information and manual outside line access Station keys If the digits entered constitute a three digit number the programmable feature key will become a station key providing the appropriate lamp information and easy access or transfer Three digit numbers entered can be User extensions Group mailboxes 500 516 Departmen
9. lift the handset and you will be connected to the waiting call If you hang up during the playback of a message the message will be saved Voice prompted instructions will be played at the end of each message Once you ve learned these prompts see the chart Functions available during analog station voice mail message retrieval on the next page you can proceed more rapidly by pressing one of the following keys any time during the message or during a prompt J 5 Analog stations User s Guide Functions available during analog station voice mail message retrieval Note Functions tinted gray below either change or are not available when you re using an ESI Feature Phone see page D 5 ad Function Description 1 Paue Pauses for one minute or until 1 is pressed again Hear time date Pauses the message plays the time date of when the message was left and resumes Reply Replies to the originator of a message if from a user in the system Record your reply at the tone press 1 to stop You will be returned to your mailbox and the original message Back up rewind When pressed during message playback rewinds 4 seconds for each key press If pressed after the message has finished it returns you to the beginning of the message Access user Accesses user programming menu programming Move Moves a copy of the message to another user s mailbox To move the message without an introd
10. rapidly to place the call on hold 3 Place a second call as you normally would 4 Once connected to the second call FLASH again to connect all of you together Notes To add a fourth member to the conference FLASH once and then repeat steps 3 4 A total of 24 members can be in conferences within the system at any one time however no more than four members can be in a single conference To remove or disconnect a conference you re in just hang up disconnect To cancel adding someone to a conference hang up if e The phone is ringing the add in member s number e The add in member answers the call you will have only the option to disconnect e You re routed to a voice mailbox if it s a station to station call In all cases when the analog station disconnects to cancel the add in member the call will ring back and connect to the original station or outside line You will be automatically reconnected to the three member conference when cancelling the addition of a fourth member Note Once you FLASH twice to create a new conference you can t toggle between calls or transfer a connection This is the same when adding a fourth member to an existing conference J 2 User s Guide Analog stations Call forwarding Your station has been pre programmed by the Installer to call forward your phone when it is busy or does not answer usually to your mailbox In addition you can temporarily call forward al
11. 76 before the number 2 Delete pager number Deletes the currently programmed pager number 3 Hear current pager number Plays back the currently programmed pager number 4 Urgent message activation 1 Urgent messages only Only urgent messages see Urgent messages page J 10 will be delivered Note Remember to say in your personal greeting that callers should press 2 to mark a message as urgent For more on personal greetings see page D 1 2 Allnew messages Any new message will be delivered J 9 Analog stations User s Guide Urgent messages You can have all new messages delivered as explained in the previous discussion or only those marked as urgent If you have enabled urgent messages as part of user programming you must include in your personal greeting instructions to the caller to press 2 to mark the message as urgent In addition messages marked urgent will be played ahead of other new messages during message retrieval 9 Message Recycle Bin un delete Each user s most recently deleted 10 messages will be stored in a Message Recycle Bin to allow the user to recover messages that may have been deleted in error The most recently deleted message will be played first Press 9 to move to the next message Press 8 to restore the message to your mailbox as an old message Index A V keys See Volume scroll keys V A keys See Volume scroll keys ACD Administrator display 1 3 Agent log on off
12. Each feature has been designed for ease of use while providing capabilities needed in an advanced business phone You will be able to learn many of the features by simply using your phone and this ES Feature Phone User s Guide will introduce you to the wide variety of features offered by your ESI phone system and how to use your phone effectively to achieve maximum benefits What it covers This User s Guide covers the use of e 48 Key Feature Phone Digital TAPI IP and Remote IP e 24 Key Digital Feature Phone e 12 Key Feature Phone e 60 Key Expansion Console with the following ESI phone systems e IVX X Class IVX 256x and IVX 128x e IVX E Class IVX 128e and IVX 72e e IP E Class IP 200e and IP 40e How it s arranged e Section A Phone illustrations e Section B User help e Section C User programming e Section D Voice mail operation e Section E Phone operation e Sections F through K Special keys and features A 1 Introduction User s Guide 48 Key Feature Phone The 48 Key Feature Phone has a variety of programmable and built in features It comes in four versions Digital TAPI IP and Remote IP Additionally it supports the optional 60 Key Expansion Console All four versions of the 48 Key Feature Phone offer the same basic features which are described hroughout this User s Guide The 48 Key Feature Phone s built in voice mail features and voice prompts make it easy to program and
13. Feature Phone s built in voice mail features and voice prompts make it easy to program and use ESI DEX key pg F 1 Speaker P UP pickup key pg E 10 PROG HELP combo key for phone programming pg C 2 and access to Verbal User Guide and tutorial pg B 1 Volume scroll keys fey OI ESI DEX voice MAIL PROG HELP co TRANSFER Son ASH RDL RECORD bon SPEAKER Status indicator lamp pg D 9 2 line 32 character display 12 programmable feature keys pg C 2 VOICE MAIL key pg D 1 PAGE key pg E 10 RECORD key pg D 7 Microphone for Other fixed feature keys pg E 2 built in speakerphone Hint On any of these phone varieties including the 60 Key Expansion Console you can perform direct programming by holding down a programmable feature key for at least two seconds similar to how you might program a car radio button This isn t applicable to the fixed feature keys which as their name implies are already programmed A 4 User s Guide Introduction 12 Key Feature Phone The 12 Key Feature Phone includes the basic most commonly used phone features This simplified model is available only as a digital model and doesn t support TAPI IP the 60 Key Expansion Console voice mail or Esi Dex P UP pickup key pg E 10 PROG HELP combo key for phone programm
14. I ve got Bill on the line and I m transferring him to you now 3 Hang up Note If the transferred to person does not answer in step 1 press the station key again or press FLASH to be reconnected to the original caller If your phone system is using IVX Presence Management your phone s MUTE DND key won t turn amber when you exit the building using your electronic key for more details refer to the VX Presence Management User s Guide ESI part 0450 0793 If you re not sure whether your system is using IVX Presence Management consult your System Administrator For more information about IVX Presence Management visit www esi estech com presence E 5 ESI Feature Phone operation User s Guide to another phone number trunk to trunk transfer Important USE OF FEATURES SUCH AS TRUNK TO TRUNK TRANSFER THAT REQUIRE TRUNK TO TRUNK CONNECTIONS WILL INCREASE THE RISK OF TOLL FRAUD IN NO EVENT SHALL ESTECH SYSTEMS INC BE LIABLE FOR ANY DIRECT INDIRECT INCIDENTAL OR CONSEQUENTIAL DAMAGES WHATSOEVER INCLUDING BUT NOT LIMITED TO FRAUDULENT TOLL CHARGES LOSS OF BUSINESS PROFITS BUSINESS INTERRUPTIONS OR ANY OTHER COSTS OR DAMAGES RELATED THERETO ARISING FROM THE USE OF THESE FEATURES Blind transfer 1 While connected to an outside call press TRANSFER and then the line access code 9 8 or 71 76 and then the telephone number to which you want to transfer 2 Hang up immediately to perform a b
15. Key Feature Phone The override ring feature lets you place a call station to station outside line or Esi Link or leave a voice message when another call is ringing Placing a call using the override ring feature First program a feature key to be an Override Ring Key by assigning to it the function code 5 8 O Then to bypass an incoming station or line call 1 Before you begin the call press the Override Ring Key you programmed When you do this don t take the handset oft book and don t press either a preassigned headset key see F 12 a preprogrammed line key or SPEAKER 2 Once you receive dial tone pick up the handset and proceed with your call as you normally would The incoming call will be rerouted to the forwarding destination such as your voice mailbox your Installer or System Administrator has set for your station Notes Any other feature keys not mentioned above will neither answer a call nor initiate the override ring feature Use of the Override Ring Key also overrides any outside dial tone preference see page F 10 that may have been set for your station See Programmable feature keys pp C 2 C 3 for full details The override ring feature has no effect on calls ringing in from a hold recall a queued line or an Esi Link channel F 9 Special keys User s Guide Message monitor mode live call screening Not available on 12 Key Feature Phone Message monitor m
16. PROG HELP 1 3 1 from idle Leaving messages If you call another station that is DND busy or does not answer or if you call a special mailbox such as a guest or group mailbox you will be transferred to the mailbox You can skip the mailbox s personal greeting by pressing 1 this takes you directly to the record tone directly in another user s mailbox The procedure for going directly to another user s mailbox without ringing his her extension depends upon whether you have that user s extension set as one of your station keys e If you do press VOICE MAIL and then the person s station key e If you don t press VOICE MAIL and TRANSFER and then dial the extension number Either will connect you directly to that user s personal greeting In several users mailboxes using a Quick Group You can leave a direct message in several users mailboxes at the same time by pressing VOICE MAIL and the desired station keys thus creating a Quick Group You can also move messages or recordings to a Quick Group in the same manner Notes You can use only station keys to select the additional mailboxes for Quick Groups If you have a department programmed as a station key pressing VOICE MAIL and then the department s station key will leave a message for all members of the department You also can leave messages in mailboxes such as guest mailboxes that don t have extensions associated with
17. To enter each character for the name press the dialpad key that includes the desired character The key s possible character entries will change each time you press the key 2 When the desired character appears press to confirm its entry The cursor will move to the next character position Use W and A the scroll keys to back up or to insert a space Example To enter a B press 2 twice the possible options through which to scroll are A B C and 2 When B appears press to confirm and move to the next entry ADD A NAME NAME J DOE 3 Repeat steps 1 2 until the name is complete The name may contain up to 15 characters a space is a character too 4 Press again when finished entering the name 5 Now enter the number including if necessary the line access code 9 or 8 or 71 76 Note Use the A scroll key to enter special characters use the W scroll key to backspace You also can use the scroll keys to view the number after it s saved To change the number you must delete it and then re enter it as desired 6 Press to confirm the entry F 4 User s Guide Special keys Manual method on the 48 Key Feature Phone 1 While your station is idle or just after receiving dial tone press ESI DEX This causes the Esi Dex menu to appear as shown ESI DEX STA SYS LOC PER PROGRAM ESI DEX ES o o D E5 Note Your display may differ depending upon the availability
18. a remote location 1 If the auto attendant s main greeting answers your call press and enter your mailbox number If the operator or another user answers your call have the person transfer you by pressing VOICE MAIL and x then pressing your station key or entering your mailbox number and then hanging up 2 If required enter your password 3 The ESI phone system will announce the number of new and old messages and will start playback of messages starting with the oldest new message and continue until all messages and recordings have played or you press to disconnect For more information see page C 5 Additional functions available during off premises voice mail message retrieval Key Function Description ES Hear time date Pauses the message plays the time date when the message was left and resumes Access user Access certain user programmable features programming Note Fast forward is not available from a remote location 38 Main greeting Goes to the main greeting 0 Operator Transfers you to the operator ES To other mailbox To leave a message in another user s mailbox Disconnects you from the system Always press x before hanging up if you press it during message playback the system will save the playing message and any other currently unsaved messages in your mailbox D 6 User s Guide Voice mail operation Live recording Not available on 12 Key Feature Phone To
19. a saved group message until deleted by every member of the group The master message remains in the group mailbox until all members have saved their copies or deleted them from their mailboxes Warning If you delete the master message from the group mailbox all remaining copies will automatically be deleted from the member s mailboxes Example You have left a group message reminding everyone in the group of a meeting for Friday The following Monday if the message is still in the group mailbox indicating that at least one of the persons has not deleted the message you can delete it from the group mailbox which will delete it from all member mailboxes who have not yet heard the message and deleted from their mailbox You may give the group mailbox number and password to others to allow them to also record master messages Setting O as the password eliminates the password requirement Introduction to the broadcast mailbox So that you may easily contact all users on the system the ESI phone system s Group Mailbox 500 automatically consists of all station users who have personal greetings recorded Leaving a group message Call the mailbox number and enter the appropriate password if required Deleting a group message from the group mailbox Enter group mailbox programming by pressing VOICE MAIL and the group mailbox number You will hear any previously recorded group messages not yet deleted by
20. after which the system returns you to your mailbox and the message to which you were replying Back up rewind elf pressed during message playback rewinds 4 seconds for each key press e f pressed after the playback has finished returns to beginning of message Fast forward Advances playback 4 seconds for each key press Not available from an analog phone or off premises location Move Moves a copy of the message to another user s mailbox You may move the copy with or without an introduction After the move the system returns you to your mailbox and the original message 7 Delete Deletes the message from the mailbox see Message Recycle Bin page D 9 Save Saves the message it will play as an old message the next time you retrieve messages Save as new Skips over a new message and leaves it as a new message e it will be played as a new message the next time you pick up messages You must press the 9 key twice within two seconds REDIAL Auto callback Exits your mailbox without erasing the message and then automatically dials the number Not available from an analog phone or off premises location ESI DEX If Caller ID is present saves to your Personal Dex for later use Not available from an analog phone or off premises location Leave a message Lets you record a message in another mailbox At the prompt enter the desired mailbox number Check other box Checks messages in another mailbox may requi
21. by the phrase you have a call on hold and the line on which the caller is parked e g John Doe you have a call on line 21 Or alternatively to other routing such as the Operator or another coworker s extension set by the Installer F 14 User s Guide Special keys Voice mail Code 579 Allows a 12 Key Feature Phone which lacks a dedicated VOICE MAIL key to have voice mail access Warning To use voice mail from a 12 Key Feature Phone you must assign this code to a programmable feature key Failing to do so will disable the mailbox When you try to access a disabled mailbox the system will notify you that it s disabled You still can retrieve previously left messages and access user programming but the mailbox won t be able to receive new voice messages Therefore to enable the mailbox assign key code 579 to a programmable feature key Override ring Code 580 The override ring feature lets you place a call station to station outside line or Esi Link or leave a voice message when another call is ringing For full details on use of this feature see Override ring page F 9 F 15 Special keys User s Guide This page included for pagination purposes only F 16 User s Guide Remote IP Feature Phone Remote IP Feature Phone Your Remote IP Feature Phone will operate like a regular ESI Feature Phone with these exceptions 1 Channel availability d
22. entries on the display MUTE DND key To disable your handset or speaker microphone during a conversation either with the handset or speaker press MUTE DND While the mute function is activated the MUTE DND LED will blink rapidly and the display shows MUTED When your phone is idle and you wish to make sure its calls go straight to voice mail press MUTE DND to toggle your phone in or out of DND do not disturb mode The display will show DND and the MUTE DND LED will glow amber Notes If you press MUTE DND while your phone is ringing this forwards the call to your voice mailbox see Voice mail operation pp D 1 D 15 and your station will be placed in DND If your phone system is using IVX Presence Management your phone s MUTE DND key won t turn amber when you exit the building using your electronic key for more details refer to the VX Presence Management User s Guide ESI part 0450 0793 If you re not sure whether your system is using IVX Presence Management consult your System Administrator For more information about IVX Presence Management visit www esi estech com presence Soft feature keys Soft feature keys are dynamic when used they constantly change your ESI Feature Phone s status These soft keys located under the display include ESI DEX PROGRAM and scroll keys W and A Along with spoken and displayed commands they guide you through the use of Esi Dex page F 1 various programm
23. mailbox receives a new urgent message see Urgent messages below the system will call the number that you have programmed and play the prompt You have messages Please enter your password The prompt will repeat three times before the system assumes that no one has answered i e because it has heard no password and disconnects Upon answering enter your password if you have set your password options for no password you must enter 0 as your password Warning A k response instead of the password will cause the system to suspend calling you until it receives the next new urgent message You will then be connected to your mailbox and can proceed with normal remote operation see Retrieving voice mail messages from an off premises location page D 6 D 8 User s Guide Voice mail operation To an external pager You can program pager notification to operate either as the sole notification method or in conjunction with phone delivery You can have the system call and activate your external pager whenever the first new urgent message is left in your mailbox and repeat the page at the interval programmed by the administrator until all new messages have been retrieved Note Either entering or deleting the phone number to be called for off premises delivery or activate your pager will toggle the feature on or off Refer to page C 5 option 6 External message notification
24. of certain Dexes on your system Press PER to choose the Personal Dex The display now reads PERSONAL DEX BACK H NEW PROGRAM ESI DEX ES o o D E5 Press NEW ADD A NAME DEL gt NEXT PROGRAM ESI DEX ES o o D E5 To enter each character for the name press the dialpad key that includes the desired character The key s possible character entries will change each time you press the key When the desired character appears press to confirm its entry The cursor will move to the next character position Use W and A the scroll keys to back up or to insert a space Example To enter a B press 2 twice the possible options to scroll through are A B Cand 2 When B appears press to confirm and move to the next entry ADD A NAME NAME J DOE BACK DEL gt NEXT PROGRAM ESI DEX i o CN Repeat steps 4 5 until the name is complete The name may contain up to 15 characters a space is a character too Press NEXT when finished entering the name You will see the display for entering the number that goes with the name you entered e DEL PAUSE STOR PROGRAM ESI DEX ES o o D E5 Continued F 5 Special keys User s Guide 8 Enter the number including if necessary the line access code 9 or 8 or 71 76 To insert a two second pause press PAUSE Note Use the A scroll key to enter special characters use the W scroll key to ba
25. operaton F10 Outside dial tone preference EI LING KEY Sa na alan scssba Nan paaa nananana ank DAANAN KAANAK nG GA a AA KA nk cusasasicazanasaaaasazazasancagazazasasanctcecataccedcesseszecsiescareceasstie E11 Ree F 11 Remote 1P Feature Phone sic siccisiecccctace aeaea ae aie aeae aa aaa aa aa Taaa a aa a anara araa eaaa aaea aaa aaa aAa raa aA aaka adaa edina NE 1 Channel availability display a 2 Channel ET E ele Di Ee EE 4 No 911 emergency calls ZER leie E ele e DE Using Esi Link HI EE HI Location Keys ENEE Hi Programmable feature keys and Esi Link an introduction EEN H 2 Dialing an Esi Link le EEN H 3 Using feature keys with Esi Link Other Esi Link features Biela Moeaa NIE EE H 9 Dedfte uge CHUTE Li Programming the agent log on off key Ji Wrap moche ENEE 1 2 LED INGICAON E 1 2 Display indications 1 3 While logged on no DND monitor mode or call fopward ENNEN 1 3 GAMA e EE 1 3 e RR un Halte 1 3 Analog E CH TEE J 1 RTE TEE J 1 PIACIAG e E J 1 Transferring calls J 2 Conference calling J 2 Call forwarding J 3 Call waiting J 3 Call hold J 3 eier J 4 Be 016 EE J 4 Voice mail operation from an analog station Index Analog Station programming PERESEIS AE TEETE J User s Guide Introduction Introduction Accessing the rich ESI feature set is simple and easy through the straightforward design of each of the various ESI Feature Phones
26. or to page you when your voice mailbox receives a message You can set the phone number cell phone home number another extension etc a delay time the period that the system is to wait before attempting to deliver the message and the pager number You can further set the system to deliver only messages marked as urgent see Urgent messages page D 9 The administrator can also set for your station the e Number to be called or paged e Delay period e Number of attempts e Interval between attempts in increments of 30 minutes e Quiet period which suspends message delivery for late night etc If you have programmed both an off premises delivery number and a pager number the system will prompt you to choose one of the following delivery options e Phone only e Pager only e Phone then pager Attempts phone delivery until the maximum number of attempts has been tried then follows paging programming e Phone and page at the same time e No off premises delivery Note If your system is using IVX Presence Management consult the VX Presence Management User s Guide ESI part 0450 0793 to learn about additional special functionality that may be available to you If you re not sure whether your system is using IVX Presence Management consult your System Administrator For more information about IVX Presence Management visit www esi estech com presence Message delivery TO a phone Whenever your
27. s Guide This page included for pagination purposes only D 16 User s Guide ESI Feature Phone operation ESI Feature Phone operation Display When your phone or station is not in use the display will show the current date and time activated features such as DND do not disturb see MUTE DND page E 3 monitor mode etc and ona 24 Key or 48 Key Feature Phone the system s current line usage The line usage display you see will depend on a how many lines you have and b which Feature Phone that you re using e If your system has a smaller number 24 Key Feature Phone 48 Key Feature Phone of lines 18 or fewer if you re using a with 16 or fewer lines with 18 or fewer lines 48 Key Feature Phone 16 or fewer if you re using a 24 Key Feature Phone 3 10 4 59 PM 3 10 4 59 PM each block on the bottom line of the display will represent an individual line OOWOOOOCC CT CM E CORCRCRRCECRCCORCH as in the examples right Incoming calls usually are assigned beginning with E Line in use Line 1 at the far left line indicator QO Available line Outgoing calls are assigned from the highest numbered line beginning at the far right If your system has a greater number 24 Key Feature Phone 48 Key Feature Phone of lines 19 or more if you re using a 48 with 17 or more lines with 19 or more lines Key Feature Phone 17 or more if you re using a 24 Key Feature Phone the bottom line of the display will p
28. the cable between the network access device and the modem The WAN port on a router should be plugged directly into the modem If using a hub or switch connect its UPLINK port to the modem Check your IP connection by using your PC to access a site on the Internet after accessing a Web page press Ctrl R for Refresh to verify that your Web browser is displaying fresh data Call the main office with a regular phone Make sure the problem is not with the network or IP connection at the main office Phone works correctly but the audio quality is poor The problem is probably with the connection between the Remote Phone and the IP PBX at the main office Ask your Network Administrator or ESI Reseller to evaluate your connection to the main office using Esi Networx G 2 User s Guide Using Esi Link Using Esi Link Important You are being assigned a special feature not covered in the regular station user guide or tutorial Be sure to consult the System Administrator for the Location Numbers used by your Esi Link network Overview Esi Link is an optional feature that networks multiple ESI telephone systems or ocations and IP Gateways see page H 9 across an IP based network With Esi Link a multi site business can integrate up to 100 of its locations using the latest VoIP voice over IP technologies Inter office calls transferring outside calls moving voice messages and even accessing outside lines a
29. you will also receive calls when a caller dials 0 in the auto attendant or from a station Your display will indicate that the call ringing is one of the following e Acall for the operator Someone dialed 0 e Acall for your extension Someone dial your extension number As the operator you may be responsible to manually change the Day Night Mode of the system if so you must program a programmable feature key to perform this initially the upper left key will be the day night mode Key Each time the key is pressed the display will change DAY NGT DAY2 NGT2 HDAY or AUTO If you select DAY day mode NGT night mode DAY2 day2 mode NGT2 night2 mode or HOL holiday mode the system will operate in the selected mode until you manually change it again AUTO indicates that the system will follow the day night mode tables programmed by the Installer E 14 User s Guide Special keys Special keys FLASH The FLASH key serves several purposes e Getting a fresh dial tone without replacing the handset When connected to an outside line press FLASH to automatically disconnect and receive fresh outside dial tone See also RELEASE below e Sending a flash hook signal If operating behind Centrex or a PBX press FLASH to transmit a flash hook signal automatically to either the phone company s central office or the host PBX Either may use this signal to provide you with additional features e
30. 3 Hear current personal greeting Password See 5 Password page C 5 Off premises message delivery See Off premises message delivery page D 8 Message delivery to a phone or pager See Message delivery page D 8 Urgent messages See Urgent messages page D 9 Message Recycle Bin un delete See 9 Message Recycle Bin page D 9 Voice mail operation User s Guide Optional voice mail feature Group broadcast mailboxes Important This is a special optional feature not explained in the tutorial Be sure to get your group mailbox number from the administrator An important note about Quick Groups Any user can use the Quick Groups feature to send a message to any combination of users for each of whom a station key has been programmed without having to create specific group mailboxes No programming is required to initiate Quick Groups Group mailboxes are used if the members of the group rarely change or if members want to be able to easily leave messages for one another etc Introduction to group mailboxes Group mailboxes let you broadcast a master message to all members of a pre defined group of users or guest mailboxes When you record a master message in the group mailbox the ESI phone system instantly copies it into the mailbox of each member who has recorded a personal greeting Note A member can only delete or save his copy of a group message the group mailbox will retain
31. 3XXX ACD administrator A 574 Missed Call Key F 13 564 Headset operation F 12 575 576 Virtual Answer Keys F 14 565 Call forward F 12 577 QuickPage F 14 565YYY Call fwd to specific extension F 12 578 Mute DND 566 Redial 579 Voice mail 567 Call forward no answer E 8 580 Override ring F 9 568 Message monitor key F 10 Continued This feature may not be available on your system depending on how it has been programmed If you wish to enable this feature on your phone system contact your System Administrator F 11 Special keys User s Guide Manual day night mode Code 560 You can use a programmable feature key to manually change the system s main auto attendant greeting incoming call destinations and CO line group access Each time the key is pressed the display switches among DAY NGT DAY2 NGT2 HDAY holiday or AUTO Tip To keep the system from being taken out of this mode place it in auto and then delete the programmable feature key s programming Notes The System Administrator can also change the mode and or re record the holiday greeting remotely to handle unexpected closings such as for inclement weather If a second organization or business tenant in telephony temrs is sharing the phone system switching between day and night mode also changes that tenant s day night mode Service observing Code 561 Your administrator may assign service observing capability to th
32. ALL E18 Phone E 12 User s Guide ESI Feature Phone operation Paging Your ESI phone system can be programmed to allow paging through an overhead paging system and or paging through some if page zones have been created or all of the system s Feature Phone speakers Overhead paging Station number 199 is designated as the overhead paging port If the ESI phone system has been connected to an overhead paging system you can page by dialing 1 9 9 and making your announcement after the tones If you frequently page assign 1 9 9 to a programmable feature key see pp C 2 C 3 Paging through phones Press PAGE 0 to page through all of the ESI Feature Phone speakers Press PAGE and then 1 2 or 3 to access a programmed paging zone See the administrator for a list of page zones The Installer may have added an overhead page system to one or more of these page zones Note Phones in use or in do not disturb mode will not carry a page through their speakers To page for pickup of an outside call To page someone to pick up an outside call 1 Place the call on hold by pressing HOLD 2 Verify the line number from the display 3 Page the person and announce the hold location for retrieval For example Sarah you have a call on Line Two Sarah Line Two please Call pickup From your station you can answer a call ringing at another station or department by pressing and then either dialing the extension
33. C is present directly to a router switch or hub to achieve connectivity to a local area network LAN Note When the phone is in the highest upright position use the wall mount hook located under the handset to secure the handset when you re not using the phone 1 A 6 On 48 Key Feature Phones shipped by ESI to its Resellers on or after March 1 2004 User s Guide Help mode Verbal User Guide Help mode Verbal User Guide Your ESI phone system s Help mode also called the Verbal User Guide a carefully conceived combination of spoken information display readouts and even key illumination when appropriate is a powerful tool to help you learn how to use the system s many features Note As explained on page E 2 each of the two smaller Feature Phones 12 Key and 24 Key has a combo PROG HELP key Tutorial When your station is idle press HELP and then follow the spoken Help menu to e Learn how to use the phone Hear a description of how any key is used e Learn how to use voice mail features e Hear a complete tutorial on phone operation Help during station programming To hear a detailed description of a function you wish to program press HELP while programming it Help during a call Press HELP while on a call and this will place the call on hold whereupon you can use Help mode to hear a description of the function you wish to perform When you exit Help mode you will be reco
34. Flashing red Flashing red Flashing red Assigned in a previous programming session a 3 gt and not yet viewed in current session SE Solid green Solid amber Programming mode KO Was assigned or Blinking red Blinking green Blinking amber viewed in current session Never assigned and not yet viewed in C 3 User programming An introduction User s Guide 3 Station options The station options sub menu PROGRAM 3 lets you activate or deactivate several features your station can provide At each option sub menu 1 enables the option and 0 disables it Each option listed below is explained elsewhere in this manual as noted C 4 1 Call waiting background announce See page E 10 for call waiting and page E 10 for background announce Personal greeting reminder See page F 10 Outside dial tone preference See page F 10 Hands free answer See page E 3 Message monitor Note Not available on the 12 Key Feature Phone See page F 10 Station audibles The station audibles programming provides control of the following audible items 1 Station ring tone You can select from six possible tones to help distinguish it from other nearby ringing phones Press W or A to select a tone then press to accept it Station ring volume Press V or A to set the desired ringer volume range off to high then press to accept it Note 48 Key and 24 Key Feature Phones only If the ringer volume is turned off the
35. QUENTIAL DAMAGES WHATSOEVER INCLUDING BUT NOT LIMITED TO FRAUDULENT TOLL CHARGES LOSS OF BUSINESS PROFITS BUSINESS INTERRUPTIONS OR ANY OTHER COSTS OR DAMAGES RELATED THERETO ARISING FROM THE USE OF THESE FEATURES Privacy release This feature makes it easy to conference in on a call just press a line key assigned to the outside line the call is using and you ll automatically join the call This feature may not be available on your system depending on how it has been programmed If you wish to enable this feature on your phone system contact your System Administrator E 7 ESI Feature Phone operation User s Guide Call forwarding Your station has been pre programmed by the installer to call forward your phone when it is busy or does not answer usually to your mailbox In addition you can temporarily call forward all of your calls to another station or another user s mailbox On the 24 Key Feature Phone 1 Dial 5 6 5 2 Dial the extension number or VOICE MAIL and then the mailbox number to which the system should forward all calls On the 48 Key Feature Phone press CFWD to use the call forwarding feature To turn off call forwarding press CFWD Xx Note If the forwarded to station is busy or does not answer a forwarded call the call will be returned to your mailbox If you frequently call forward your phone you can program a programmable feature key as a call forwardi
36. Toggling between calls If you hear a call waiting tone while on a call press FLASH to toggle between the two calls REDIAL The REDIAL key allows you to automatically call a stored name and number as shown below Press REDIAL Redial the last number called When your station is idle Or After first lifting the handset or pressing SPEAKER Automatically respond toa message During message playback with Caller ID RELEASE The RELEASE key serves several purposes e If pressed when connected to a call through the handset it disconnects the call and gives you internal dial tone e If pressed when you re connected to a call via the speakerphone it disconnects the call f pressed during call waiting it drops the current call and automatically connects to the waiting call Note The hookswitch also acts as a combination FLASH RELEASE key and is the only way to perform these functions on a 12 Key Feature Phone which has neither a FLASH key nor a RELEASE key To send a flash hook signal quickly press the hookswitch once To release disconnect hold down the hookswitch for one second Esi Dex Not available on 12 Key Feature Phone Esi Dex easy Dex is a powerful feature that lets you access and auto dial stored names and numbers You may access names and numbers from as many as four different Dexes i e indexes Dex Source Personal Dex Names you ve stored for your use see Adding names to y
37. YZ CO 48 Key Q 2 WAIT 1 09 Ki Q 2 WAIT 1 69 vu ll LI DIM TMM 2 13 Additionally to help alert agents that calls are in queue a short tone will be heard each time a new call is added to the queue While logged on no DND monitor mode or call forward While you are logged on as an agent the system will deny your station the ability to place your phone in DND or monitor mode or to call forward calls When you log off your station returns to normal regarding these capabilities Call waiting While you are logged on as an agent calls routed to you as a member of an ACD department will not call wait to your station However calls that have dialed your extension number directly will call wait ACD administrator key Setting a programmable feature key to be an ACD administrator key allows a user to view the call activity of an ACD group Set a programmable feature key with 5 6 3 and the ACD department number for example 5 6 3 2 9 0 and then press the key It will glow green and the bottom line of an ACD group s display will appear until you press the key again To program an ACD administrator key 1 Hold down the desired programmable feature key for at least two seconds to enter programming mode 2 Press 5 6 3 followed by the ACD department number Note If you don t know the department number contact your System Administrator 3 Press the same programmable feature key again Notes While you r
38. ace a call on exclusive hold To place an outside call on exclusive hold on an ESI Feature Phone press HOLD for at least one second The display will briefly appear as follows 12 Key SIJOES PLUMBING 24 Key 3J0ES PLUMBING 48 Key EXCLUSIVE HOLD Feature CAO Feature EXCLUSIVE HOLD Feature Phone EXCLUSIVE HOLD Phone E18 Phone and then return to its normal state This exclusive hold will cause the HOLD key to light solid red on just that Feature Phone i e where the key was pressed and none other in the system To retrieve a call from exclusive hold To reconnect to a call from the ESI Feature Phone where the call was placed on exclusive hold you may do any of the following a From a phone idle state press HOLD for at least one full second b Press the blinking programmable feature key see pp C 2 C 3 that you know is pre programmed for that outside line This will reconnect you immediately to the call c Press HOLD briefly and dial the appropriate outside line number Only the ESI Feature Phone where the call was placed on exclusive hold will display an E next to the line identified by number on which the call is holding That line number won t appear on the hold display on any other ESI Feature Phone because no other Feature Phone can retrieve that call In the example below the Feature Phone has a call on exclusive hold on line 9 12 Key 24 Key 7 18 3 24 PM HOLD RECALL Feature Feature Phone HOLD REC
39. ailable only if your phone system is using IVX Presence Management If you re not sure whether it is consult your System Administrator For more information about IVX Presence Management visit www esi estech com presence 9 Message Recycle Bin un delete The most recently deleted message will be played first Press 9 to move to the next message Press 8 to restore the message to your mailbox as a new message C 6 User s Guide Voice mail operation Voice mail operation Your phone system provides accurate and timely messages Others will become more comfortable leaving you voice messages if you promptly retrieve and respond to your messages VOICE MAIL key On a 48 Key or 24 Key Feature Phone use the blue VOICE MAIL key for direct access to all voice mail features such as picking up messages or transferring directly to mailboxes Warning To use voice mail from a 12 Key Feature Phone you must assign key code 579 to a programmable feature key see Programmable feature keys page C 3 and Optional features page F 11 Failing to do so will disable the mailbox When you try to access a disabled mailbox the system will notify you that it s disabled You still can retrieve previously left messages and access user programming but the mailbox won t be able to receive new voice messages Therefore to enable the mailbox assign key code 579 to a programmable feature key Personal greetings Initi
40. al up to the first three characters of the extension department or guest mailbox name For example if you want to call John Doe dial 5 6 4 because it spells JO H You ll begin to see names that begin with those letters You can then use the scroll keys W and A until you find the desired name and number 2JOHN DOE 5559499434 3 Press ESI DEX again to dial the number You can also dial just one or two characters and then press to enter F 2 User s Guide Special keys On the 48 Key Feature Phone While your station is idle or just after receiving dial tone press ESI DEX This causes the Esi Dex menu to appear as shown ESI DEX STA SYS LOC PER PROGRAM ESI DEX Cy o o oDd E5 Press a key to choose the appropriate Dex Station Dex STA System Dex SYS Location Dex LOC or Personal Dex PER or press RELEASE to cancel the procedure Notes System Dex and Location Dex aren t available on every system For the remainder of this example we ll assume you selected Personal Dex However the procedure is the same for any of the other Dexes The display now reads PERSONAL DEX BACK H NEW PROGRAM ESI DEX ES o o oD 85 Choose the desired name from the selected Dex using one of two methods Either a Scroll Press the scroll keys W and A to look up and down through the Dex until you find the name names will appear in the order in which they w
41. all members of the group Delete by pressing 7 Exit by hanging up Programming a group mailbox Press PROGRAM x followed by the group mailbox number You will be prompted to record the mailbox greeting change the password or edit the list of members Exit by hanging up For frequent access to leave group messages program a group mailbox number as a programmable feature key See Programmable feature keys page C 2 User s Guide Voice mail operation Virtual Mailbox Key To help monitor that all messages have been picked up you can program a programmable feature key on any ESI Feature Phone as a Virtual Mailbox Key for the group mailbox When new messages exist the key will blink rapidly press it to connect automatically to the mailbox Program the programmable feature key with VOICE MAIL followed by the mailbox number see Programmable feature keys page C 2 Optional voice mail feature Cascade paging mailboxes Important This is a special optional feature not explained in the tutorial Be sure to get your cascade paging mailbox number from the Administrator A cascade paging mailbox pages up to three designated numbers of up to 24 digits each ina sequence called a cascade If acascade paging mailbox receives a new message the ESI phone system will page the first number for a set number of times If it receives no response the ESI phone system then pages a second number for a set number of times If a
42. ally your mailbox has a generic greeting You have reached the mailbox for extension xxx Dial 0 to reach the operator or begin recording at the tone You can record up to three different personal greetings in your own voice indicating your availability to return calls Examples Sample greeting 1 Hi this is name I m away from my desk or on the phone right now so please either dial zero to reach our operator or leave me your name number and message at the tone and I ll get back to you as soon as can Sample greeting 2 Hi this is name I m out of the office You may dial 1 2 2 for my assistant or if you prefer you may leave me a voice message at the tone I ll check in regularly or if it s important dial 2 now to leave me an urgent message that will page me automatically Sample greeting 3 Hi this is name m away from my desk at the moment To have me paged dial 3 To reach the operator dial zero Otherwise leave your name and phone number at the beep so l can return your call Depending on auto attendant usage and your personal preferences you may wish to include one or more of these options in your personal greetings Option Instruction A 0 To reach the operator EG To skip directly to the record tone or beep SSC an To mark this message as urgent see Urgent messages page D 9 a O To page the person for whom the caller is leaving a voice mail message 4 To perform off pr
43. ation Blinking red Ringing at another station Slowly blinking green Held by you Note Dialing 9 or 8 or 71 76 to be assigned a line automatically is always available Privacy release This feature makes it easy to conference in on a call just press a line key assigned to the outside line the call is using and you ll automatically join the call Private line If a private line has been assigned to your station you must have a line key programmed see pp C 2 C 3 in order to access it Optional features The following optional features may be accessible from your station See the Administrator for details In many of the cases you can dial the appropriate feature code one that starts with 5 to activate or use the feature In some instances you must use a programmable feature key to serve as an on off key for the feature see Programmable feature keys page C 2 Notes In the codes below XXX ACD department number and YYY extension number Codes tinted gray are the only codes that can be programmed on a 12 Key Feature Phone ode e age page ode e age page 199 Overhead page E 13 569 Background announce F 13 560 Manual day night holiday mode F 11 570 Conference 561 Service observing F 12 571 Personal greeting 1 F 13 5XXX ACD agent log on off A 572 Personal greeting 2 F 13 562 ACD agent wrap LI 573 Personal greeting 3 F 13 56
44. begin recording both sides of the conversation during a call press RECORD Recording will continue until either you press RECORD again the call is completed or the maximum record limit is reached default is 10 minutes To resume recording you must press RECORD again During recording the RECORD LED will flutter blink rapidly green and the RECORDING will appear on the display Note The Installer may have programmed your system to insert a short tone every 15 seconds while recording You can record any conversation including a conference call or service observing call see Service observing page F 12 You also can make a personal recording useful for recording personal reminders in office conversations or meetings by lifting the handset or pressing SPEAKER and then pressing RECORD Internal dial tone will stop and recording of your station will begin until either RECORD is pressed again or you hang up whichever occurs first Note Interruptions in conversation may compromise the quality of the recording Quick Move The Quick Move feature is perfect for use by a receptionist or indeed anyone who receives a call that would be more appropriate for one or more other currently unavailable co workers for whom you have programmed station keys on your phone Let s say someone calls and wants to speak to one of your co workers You say that the co worker isn t there now but you ll be happy to le
45. ber and a delay time the period that the system is to wait before attempting to deliver the message page You can further set the system to deliver only messages marked as urgent see Urgent messages page D 9 The Administrator can also set for your station the e Number to be called or paged e Delay period before attempting message delivery e Number of attempts e Interval between attempts in increments of 30 minutes e Quiet period which suspends message delivery for late night etc If you have programmed both an off premises delivery number and a pager number the system will prompt you to choose one of the following delivery options e Phone only e Pager only e Phone then pager Attempts phone delivery until the maximum number of attempts has been tried then follows paging programming e Phone and page at the same time e No off premises delivery Phone delivery Whenever it receives a new urgent message into your mailbox the system will call the number that you have programmed and play the prompt You have messages please enter your password The prompt will repeat three times before assuming that no one has answered and disconnecting Upon answering enter your password if no password is set you must enter 0 You will then be connected to your mailbox and can proceed with normal message retrieval operation Note A Pk response instead of the password will cause the system to suspend calling unt
46. call and not in DND mode call forwarding no answer will not be followed instead call waiting will be initiated if allowed and if the call is not answered will follow the fixed call forward setting normally your voice mailbox To set or cancel call forwarding no answer 1 Dial 5 6 7 2 Enter the extension or mailbox to which you are forwarding 3 Press to confirm 4 Press a scroll key A or V to select either ENABLE or DISABLE for call forwarding no answer 5 Press to confirm As an alternative dial 5 6 5 without selecting a destination and then hang up E 8 User s Guide ESI Feature Phone operation Call forwarding off premises You may also be able to call forward to an outside number This is called call forwarding off premises When this is set outside calls that are directed to your extension will be forwarded to the outside number If the call isn t answered in time the caller will be routed to the extension s voice mailbox To set 1 Press CFWD or dial 5 6 5 2 Enter the number including the line group access code such as 9 to which you re forwarding 3 Press to confirm Example To call forward to 214 555 4141 press CFWD or dial 5 6 5 and dial 92145554141 To cancel 1 Press the CFWD key or dial 5 6 5 2 Press to cancel Call forwarding no answer off premises You may also be able to call forward no answer to an outside off premises
47. ckspace You also can use the scroll keys to view the number after it s saved To change the number you must delete it and then re enter it as desired J DOE NUM 9725551820 BACK DEL PAUSE STOR 9 Press STOR to confirm the entry which the phone will show briefly before returning to the Personal Dex display PERSONAL DEX BACK y H NEW PROGRAM v A ESI DEX 10 To make another name number entry repeat steps 3 9 To finish press BACK Deleting names from your Personal Dex On the 24 Key Feature Phone 1 While your station is idle or just after receiving dial tone repeatedly press ESI DEX to select the Personal Dex PERSONAL DEX 2 Choose the desired name from the Personal Dex using one of two methods Either a Scroll Press the scroll keys W and A to look up and down through the Dex until you find the name names will appear in the order in which they were stored in the Dex ze SUE b Dial by name Dial up to the first three characters of the name For example to bring up the listing for First International Bank dial 3 4 7 because it spells F R You ll begin to see names that begin with those letters You can then use the scroll keys W and A until you find the desired name and number 3 When the desired name and number appears FIRST INTERNATL 6553230117 delete the entry by pressing either or HOLD You can also dial just one or two characters and t
48. dial the remote location number 3 Dial the mailbox extension number If your voice mailbox password is enabled the system will prompt you to enter your password To proceed enter this password Quick Groups Quick Move capabilities Quick Groups can include both local and remote location extensions departments and mailboxes that are assigned as station keys on your phone Note You can use only programmed local or remote Esi Link station keys to select the additional mailboxes for Quick Groups H 6 User s Guide Using Esi Link Other Esi Link features Using Location Dex to access a remote location s Station Dex on a 24 Key Feature Phone 1 Press ESI DEX until LOCATION DEX appears in the display 2 Use the scroll keys A or V to select the remote location name and number You can also use the dial keys to jump to the first location name that begins with one of the letters on that dial key 3 Press ESI DEX again The phone will display the remote location s Station Dex where you can select a station or department just as you would using the Station Dex for your location on a 48 Key Feature Phone 1 Press ESI DEX then select LOC in the display 2 Use the scroll keys A or V to select the remote location name and number You can also use the dial keys to jump to the first location name that begins with one of the letters on that dial key 3 Press ESI DEX again then select STA for S
49. e C 4 Ring volume C 4 Scroll keys See Volume scroll keys See Volume scroll keys Service observing F 12 SPEAKER key E 3 Speed dial keys C 3 Station keys C 3 Station options C 4 Ring tone C 4 Ring volume C 4 Supervised transfer E 5 E 6 Transferring an outside call ES Urgent messages D 9 D 11 J 9 User programming Exiting programming mode C 1 Programmable feature keys C 2 Select personal greeting C 2 Virtual Answer Keys F 14 Virtual Mailbox Key D 6 D 10 Voice mail E 6 VOICE MAIL key D 1 Volume scroll keys E 3 We Make It Easy To Communicate www esi estech com
50. e Move the message but also save a copy of it in your voice mailbox or e Move the message and delete it from your mailbox Off premises reach me After a caller has been forwarded to your voice mailbox and is listening to your personal greeting this feature allows the caller to be forwarded to a number outside the system i e a regular phone number rather than an extension You must have personal greeting 2 selected and it must tell callers to press 4 for this feature When the caller presses 4 during your greeting the system forwards him her to the number set for phone delivery under external message notification PROGRAM 6 2 see pp C 5 C 6 If that number doesn t answer the caller is returned to your voice mailbox When you receive a forwarded call you ll be prompted to press any key to accept the call Note This feature is activated only if your administrator enables it on your station and you have set your mailbox to play personal greeting 2 Sample personal greeting 2 for off premises reach me Hello This is Rick I m currently out of the office To attempt to reach me on my mobile phone please press 4 now Otherwise please leave me a message after the tone and will return your call as soon as possible This feature is activated only if the Installer enables it on your system D 3 Voice mail operation User s Guide Message retrieval Message s waiting disp
51. e key that has been pre programmed for that remote location mailbox or b Press the Location Key and then dial the remote mailbox number or c Dial the location number followed by the remote mailbox number Virtual Mailbox Key remote location Note It is strongly recommended that you assign a voice mail password To enter a new password press PROGRAM 5 1 If unsure whether you have one you can check by pressing PROGRAM 5 3 If necessary see page C 5 for more details To assign a programmable feature key to access a voice mailbox in a remote location 1 Hold down the desired programmable feature key for at least two seconds to enter programming mode 2 Press VOICE MAIL 3 Dial the remote location number or use Location Dex to select the location and extension number 4 Dial the remote extension number 5 Press the feature key again When there are new messages in the Virtual Mailbox the key will flash red When you access the Virtual Mailbox the key will light a solid green If the Virtual Mailbox belongs to a remote location Feature Phone that phone s VOICE MAIL key will also be lit green Note For proper lamp indication the mailbox must be included in the remote location s list of published numbers Contact your Administrator if you re not sure if the mailbox is published Voice mail retrieval from a remote location 1 Press VOICE MAIL x 2 Press the appropriate Location Key or
52. e logged on your phone s display will show the department s call status see Display indications page 1 3 however department calls WON T be directed to your extension Only two ACD administrator keys can be programmed per department The department call display takes priority over most other displays such as voice mail or user programming If you must see display information while playing voice messages or programming your phone log off from the ACD department first Ona 24 Key Feature Phone the call duration appears on the first line of the display On a 48 Key Feature Phone it appears on the third line of the display ACD agent operation User s Guide This page included for pagination purposes only User s Guide Analog stations Analog stations If your station has been installed as an analog station it will be able to use only a standard type telephone Because the phone isn t digitally integrated to the phone system like the ESI Feature Phones its operation and capabilities will be different Tip To use a cordless phone in conjunction with an ESI Feature Phone program a programmable feature key or use CFWD to easily forward calls to the cordless phone when out of your office Have the Installer program the cordless phone s station programming to forward calls not sent to the mailbox associated with your ESI Feature Phone FLASH A flash hook or FLASH a momentary break
53. eally like to speak to you Please hold and I ll be with you shortly However if you do not wish to wait on hold press 1 to leave me a voice message You may also either dial another extension or press O to reach the Operator Hello This is Bill I m currently on another line but have been notified of your call am sending your call to our Sales Department administrator for more immediate assistance Please remain on the line as your call is being transferred Thank you QuickPage Code 577 Normally used by an operator this key lets you quickly put on hold and page a station user While on an outside line call you can press a QuickPage key then enter a station number or press a programmable feature key programmed for an extension and the system will automatically page the person then forward the call to the person s voice mailbox if he she doesn t answer Mute DND key Code 578 This multi mode key s function varies depending upon whether the phone is on a call or idle e If the phone is on a call off hook Mutes the microphone so that the person on the other end of the line can t hear you e If phone is idle on hook Puts the phone into do not disturb DND mode sending callers directly to your voice mailbox The system will access the paging zone for the extension and play the user s name as recorded in the directory if no name is recorded it will page by extension number followed
54. econds to enter programming mode 2 Dial 5 6 5 the ESI system s call forwarding code see Optional features page F 11 3 Dial 712135 Note You can also use Location Dex see Location Dex page H 7 to select the remote location number 4 Press the feature key again Note If you regularly forward to a particular remote location extension you should also assign your mailbox to a Remote Virtual Mailbox Key see page H 6 at that remote location extension H 2 User s Guide Using Esi Link Dialing an Esi Link location To dial a station through Esi Link press the appropriate Location Key followed by the desired station s remote location extension number For instance let s say you re in Dallas and want to call extension 112 at your Chicago location Just press the Location Key for Chicago plus the extension number 112 Transferring calls dialing VOICE MAIL etc all operate the same way Basically in each case where you would dial an extension mailbox or outside line access just press the Location Key first if you re calling a remote Esi Link location As you dial your ESI Feature Phone s display shows the progress of the call When you dial a Location Key the short name of the location will appear on the Feature Phone s display e g a location in Dallas might be assigned a short name of DAL For example let s say you want to dial your Chicago location After
55. ected to the waiting call Alternatively you may simply press RELEASE or quickly press the hookswitch when you hear the call waiting tone this automatically connects you to the waiting call without your having to first hang up then pick back up the handset 5 To exit playback of messages simply hang up your phone Note If you hang up during playback of a message the system saves that message and all others not deleted 1 A 12 Key Feature Phone will display only the date and time D 4 User s Guide Voice mail operation New message skip When listening to new messages press 9 twice within two seconds to save a message as new This message will be played again as a new message the next time you access your voice mail Note When you press 9 once to save the message as old there is a short delay before the system tells you it has saved the message To bypass this delay after pressing 9 just press to hear the next message Keys functions during voice mail message retrieval from an ESI Feature Phone Key Function name Description 1 Paue Pauses for one minute or until you press 1 again Time and date Toggles the bottom line of the display between the message s number toggle time date and the caller s number Reply Replies to the originator of a message possible only if message came from another user in the system Record your reply at the tone and then press 1 to stop
56. emises reach me see Off premises reach me page D 3 8 To the main greeting if your system is using the auto attendant XXX An extension number of another user You can change any personal greeting as often as necessary by just recording over a previously recorded personal greeting Warning Do not delete all of your personal greetings make sure at least one always remains Deleting all the greetings not only doesn t revert to the initial default greeting it also will turn off your mailbox If your system is using IVX Presence Management consult the VX Presence Management User s Guide ESI part 0450 0793 to learn about additional special functionality that may be available to you If you re not sure whether your system is using IVX Presence Management consult your System Administrator For more information about IVX Presence Management visit www esi estech com presence D 1 Voice mail operation User s Guide Personal greeting keys You can program a programmable feature key as a personal greeting key for any one of the three personal greetings see page F 13 Once created this shortcut can then be used to activate the associated personal greeting the key s LED will glow green and the greeting played as confirmation Note To re record this greeting press RECORD while the confirmation is playing and follow the prompts on a 12 Key Feature Phone which has no RECORD key press
57. emote location extension see Virtual Mailbox Key remote location on page H 6 of this document H 8 User s Guide Using Esi Link Remote outside line group access To help reduce your long distance costs your administrator may have allowed remote outside line group access To dial a phone number that is local to the remote office 1 Press the Location Key for the remote office 2 Dial 9 or 8 or 71 76 3 Wait for the second dial tone Then when you hear it dial the desired phone number As an example let s say you re in the Chicago office and need to call a contact near the Dallas office You know that the Dallas location has an outside line access code of 9 and a location number of 707 Therefore you press the Location Key for Dallas or dial 7 0 1 dial 9 wait for the second dial tone and when you hear it dial the local Dallas number Conferencing You can conference up to three other local and remote location stations and outside calls A conference member station in a remote location also can add one or two members to an existing conference by using the remote location conference bridge Additional members can be included but because of potential voice quality degradation ESI recommends that conference bridges from no more than two locations be used for a conference call To conference a remote location station 1 While currently connected to a station or outside line press CONF 2 Press t
58. er extension has a missed call key programmed that key will flash under conditions a and b as described above even if the call is actually forwarded from your extension F 13 Special keys User s Guide Virtual Answer Keys Codes 575 576 Note This works only if call waiting is enabled for your station Consult your administrator if needed You can program a Virtual Answer Key to play a greeting to a caller when your extension is busy and route the caller to a desired destination by pressing this key Program a programmable function key with either 5 7 5 or 5 7 6 Prompts will instruct you in how to record the greeting and program the caller s destination The destination can be either the default call waiting or another station the system takes the caller there after playing the recorded greeting With call waiting the system places the caller on hold as call waiting camping on for your station if the caller can t wait he she may a press 1 to reach your voice mail b enter another extension or c press 0 to reach the Operator With another station selected the call is forwarded to the station To record the greeting from an idle phone 1 Press the chosen programmable function key then press RECORD 2 Follow the prompts to record the greeting and program the destination Sample greetings for Virtual Answer Keys Hello This is Harvey I m currently on another line but I d r
59. erbal User Guide cccscccsseesseeeeseeeneeeenseeenseeenseeesaeeeseeeaseeesseeenaeeesaeeeseacaseaseeensuaeaseeseeneeneeeeneeeeenes B 1 Voice EI Ce Di VOICE MAIL key PGS OMA Ot e Di E lee Bue EE D 2 AutoPage ossessi D 3 Moving and deleting a message Off premises reach me Message retrieval D 4 Live recording ulul eee D 7 Off premises message delivery AE D 8 Message Recycle Bin un Aelete cccscsccscscsccscscascscescscascsccscscasessssesecoeserseuarceuarceuersensesessesenesssiidsesiesestesestdsesidsestesesedsedt esucedeseadessa ense tesse ensess D 9 Stat s indicator lampin aa aRI NGANGA NANANA EENES EEEE RAEES Gan D 9 Optional voice mail feature Guest mailboxes D 10 Optional voice mail feature Group broadcast mailboxes ENEE D 12 Optional voice mail feature Cascade paging MAIIDOXES ENEE D 13 Optional voice mail feature Q amp A Mailboxes ENNEN D 14 REI NEE 4 Basic PhONe EN EA Direct station selection E b Transferring an outside call Conference calling Gall ton vardiN9 2 122 2 1 111 1222122412440NN NGABA a al dei E 8 Call waiting eee E10 Hold exclusive hold Operation EELER E 11 PAQUIN WEE E 13 Call pickup ai leie Special keys ciias NANANA deeg Eed eer deed aaa Sege Ei Eeleren F1 GN CLA PEE E AEE ANNEE cabana a eau eLearn F 9 Message monitor mode live call screening F10 Personal greeting reminder EI Headset
60. ere stored in the Dex Qr b Dial by name Dial up to the first three characters of the extension department or guest mailbox name For example if you want to call John Doe dial 5 6 4 because it spells JO H You ll begin to see names that begin with those letters You can then use the scroll keys W and A until you find the desired name and number PROGRAM ESI DEX ES o o COC 4 Press DIAL to place the call 1 You can also dial just one or two characters and then press to enter F 3 Special keys User s Guide Adding names to your Personal Dex You can add names to your Personal Dex by using either the Caller ID method or the manual method The Caller ID method is the same regardless of whether you re using a 24 Key or 48 Key Feature Phone however the manual method is used differently on each phone model Caller ID method on either Feature Phone Whenever a Caller ID name appears on your LCD display while talking on an incoming call or during message retrieval press ESI DEX to automatically store the name and number in your Personal Dex The display confirms J DOE 3 21 key J DOE 3 21 48 Key CID STORED T CID STORED Feature Manual method on the 24 Key Feature Phone While your station is idle press ESI DEX until prompted to ADD A NAME ADD A NAME NAME and then enter the name and the number as prompted Note If needed press HELP for assistance 1
61. es in use will not carry a page through their speakers The same is true for all Remote IP Feature Phones on the Esi Link network Hold Hold set You can place outside line calls on hold as you would normally When paging someone at a remote location to retrieve the held call remember to announce your location number and outside line number to be retrieved For instance if you need to have Jane in the Chicago office retrieve a call being held in Dallas location 701 in this example 1 While on a call on line 5 in the Dallas office press HOLD 2 Page the Chicago office 3 Announce the call e g Jane you have a Dallas call on line 5 Jane line 5 in Dallas Hold retrieval from a remote location 1 Press HOLD 2 Press the preprogrammed Location Key or dial the location number 3 Dial the number of the line on which the call is being held Voice mail Moving a message to a remote location 1 While playing back the voice mail message you wish to move press 6 2 Press the Location Key or dial the location number 3 Dial the mailbox extension number Note Messages are moved in the background so it may take several minutes before the remote location can receive them H 5 Using Esi Link User s Guide Dialing directly or transferring to a remote location mailbox 1 Press VOICE MAIL 2 Press TRANSFER and then immediately do one of the following a Press a programmable featur
62. f a user is wearing a headset it can be difficult to know whether he she is on a call Therefore just look at the status indicator lamp if it s glowing solid red the person is indeed on a call Note If more than one of these three conditions is true at the same station the status indicator lamp will behave according to the following priority off hook then ringing then new voice mail Here s an example You have a new voice mail message waiting which makes the status indicator lamp blink However if the phone begins to ring the status indicator lamp will flutter continuously because ringing has a higher priority than new voice mail and if you then pick up the handset or press SPEAKER to take the call the status indicator lamp glows solid red because the off hook condition has the highest priority of the three conditions If pager notification was enabled as described D 9 Voice mail operation User s Guide Optional voice mail feature Guest mailboxes Important This is a special optional feature not explained in the tutorial Be sure to get your guest mailbox number from the Administrator Guest mailboxes 300 489 are perfect for personnel such as outside sales or manufacturing personnel who do not have an internal extension assigned to them but still need a mailbox You can handle a guest mailbox as it were a regular extension Le list it in the directory assign a programmable feature ke
63. for specific menu selections Urgent messages You can have all new messages delivered or choose to have only urgent messages delivered If you have enabled the urgent message feature as part of user programming PROGRAM 6 4 you must include in your personal greeting instructions for the caller to press 2 to mark the message as urgent See Examples Sample greeting 2 under Personal greetings on page D 1 If you have new urgent messages your VOICE MAIL key s LED will flutter blink rapidly and when you retrieve your messages the system will play urgent messages ahead of other new messages Message Recycle Bin un delete The ESI phone system stores your most recently deleted 10 messages in a Message Recycle Bin to allow you to recover or un delete messages that may have been deleted in error You access the Message Recycle Bin through user programming PROGRAM 9 Press 9 to advance through deleted messages Press 8 to restore a message to your mailbox as an old message Status indicator lamp Not on 12 Key Feature Phone The red status indicator lamp located at the top of a 24 Key or 48 Key Feature Phone indicates three conditions Phone is off hook Light glows solid red e Phone is ringing Light flutters continuously Note The light won t flutter if the ringer volume is turned off e Phone has at least one new voice mail message Light blinks For example i
64. gain there is no response the ESI phone system pages the third paging number and the system will then page all three pagers in sequence until someone does finally retrieve the message This is useful for a variety of individuals who must be on call after hours such as doctors plumbers technical support representatives wrecker drivers and volunteer fire fighters Programming your cascade paging mailbox Press PROGRAM x followed by the cascade paging mailbox number You will be prompted for recording mailbox greetings password administration programming the pager numbers and intervals and accessing previously deleted messages To set the pager numbers you will be prompted to enter each paging number and the number of times that it is to be paged before the next paging number is also paged Note Enter only the paging number do not include the line access code 9 8 or 71 76 Use the A scroll key to enter special characters use the W scroll key to backspace You also can use the scroll keys to view the number after it s saved To change the number you must delete it and then re enter it as desired Note For those situations where more than one cascade paging mailbox is in operation the ESI phone system automatically sends the mailbox number to the display of a digital pager to indicate which mailbox has new messages Retrieving cascade paging mailbox messages Retrieving messages when off premises 1 Call the
65. green for the associated personal greeting that is active These keys can be used in place of or in conjunction with manual activation of the greetings in programming mode Note For ACD key programming see ACD agent operation pp 1 1 1 3 Missed Call Key Code 574 Note This works only if you are receiving Caller ID service from your provider Consult your Administrator if needed A programmable feature key with this code will flash whenever you have a missed call meaning both a you don t answer a call to your station and b the caller doesn t leave a message in your voice mailbox When the key is flashing press it to see the stored Caller ID record for the most recent missed call Use the scroll keys V A to view records for other missed calls the ESI phone system will store Caller ID records for up to 10 missed calls Note When your station receives its 11th missed call this will delete the oldest missed call Additionally while a record is on the display you may do the following To dial the caller displayed press REDIAL e To view the telephone number rather than the name press 2 e To delete a record press 7 while the record is on the display e To store the record in your Personal Dex press ESI DEX Note If your station is forwarded to another extension any calls will be considered answered and the Missed Call Key will not flash However if that oth
66. he Location Key and dial the extension number for the person to be conferenced 3 When the person answers press CONF again to initiate the conference Note If you decide you don t want to conference this call after all press FLASH to disconnect the call and reconnect to the first call 4 To add a third call to the conference repeat steps 1 3 Dialing into an ESI IP Gateway If your organization s Esi Link network includes one or more ESI IP Gateways at remote locations the method of dialing will change slightly depending on how the IP Gateway is connected to the phone system at that location Calling a station at an IP Gateway location 1 Press the Location Key or dial the location number for that location and then dial the IP Gateway pilot number 2 If you are answered by the operator or another individual ask to be transferred If the remote location s auto attendant answers or you simply receive a second dial tone dial the station number extension of the individual you wish to reach Other features may be accessed this way via the IP Gateway depending on the configuration of the phone system at the IP Gateway remote location Contact your System Administrator if you need additional information Consult your System Administrator for more information if necessary H 9 Using Esi Link User s Guide This page included for pagination purposes only H 10 User s Guide ACD agent operat
67. hen press to enter F 6 User s Guide Special keys On the 48 Key Feature Phone While your station is idle or just after receiving dial tone press ESI DEX This causes the Esi Dex menu to appear as shown ESI DEX STA SYS LOC PER PROGRAM ESI DEX ES o o D E5 Press PER to choose the Personal Dex PERSONAL DEX BACK H NEW PROGRAM ESI DEX D OD o D OD Choose the desired name from the Personal Dex using one of two methods Either a Scroll Press the scroll keys W and A to look up and down through the Dex until you find the name names will appear in the order in which they were stored in the Dex Qr b Dial by name Dial up to the first three characters of the name For example to bring up the listing for First International Bank dial 3 4 7 because it spells F I R You ll begin to see names that begin with those letters You can then use the scroll keys W and A until you find the desired name and number FIRST INTERNATL 5553230117 BACK vy EDIT a DIAL PROGRAM ESI DEX ES II D E5 4 Delete the entry by pressing HOLD 1 You can also dial just one or two characters and then press to enter F 7 Special keys User s Guide Using Esi Dex An example Let s say you re on a call with the XYZ Company XYZ COMPANY appears on your display and you wish to save the name and number for future use Just press ESI DEX Your display wil
68. ice quality on a transferred call Esi Link doesn t allow an outside call coming from one location to be transferred or forwarded to another or third location In the event a call must be transferred to another location use the hold feature see page H 5 Transferring an outside call to a remote location extension or department 1 Press TRANSFER 2 Either a Press the Location Key and then dial the extension 0f b If you have a programmable feature key assigned to that location number and extension just press that key to transfer Note If you re performing a blind transfer i e one which you re not supervising by speaking to the person to whom you re transferring don t hang up until you hear a ringing tone which will confirm the transfer has been successful Transferring an outside call to a remote location mailbox 1 Press VOICE MAIL 2 Either a Press the Location Key and then dial the extension Or b If you have a programmable feature key assigned to that location number and extension just press that key to transfer Using feature keys with Esi Link To use a fixed feature key eg TRANSFER to access an Esi Link location 1 Press the fixed feature key 2 Either a Press the appropriate Location Key Or b Dial the location number 3 Dial the destination as follows a If it s an extension voice mailbox or department group dial the three digit
69. il another urgent new message is received Pager notification Pager notification can be programmed to operate as the sole notification method or in conjunction with phone delivery You can have the system call and activate your external pager whenever the first new urgent message is left in your mailbox and repeat the page at the interval programmed by the administrator until all new messages have been retrieved Note Entering or deleting the phone number that is to be called for off premises delivery or to activate your pager will turn the feature on or off respectively If pauses or other special dialing characters are required in the phone or pager number contact the System Administrator d User s Guide Analog stations 6 Off premises message delivery 1 Delivery options 1 Delivery to phone number only 2 Notify pager only 3 Call phone first then page 4 Call phone and page at the same time 0 No off premises delivery 2 Phone delivery 1 Enter phone number Enter the phone number followed by 24 digits maximum Do not include an outside line access code i e don t add 9 8 or 71 76 before the number 2 Delete phone number Deletes the current phone number 3 Hear current phone number Plays back the current phone number 3 Pager notification 1 Enter pager number Enter the pager number followed by 24 digits maximum Do not include an outside line access code i e 9 8 or 71
70. in the connection is required to perform many of the station operations below You can generate a FLASH by momentarily depressing the hook switch or if your phone is so equipped press the special key on your phone Caller ID If you subscribe to Caller ID from your telephone service provider the Caller ID display will show an outside caller s name and or number In some instances the service provider can send only a general caller status such as UNAVAILABLE PRIVATE or NO DATA SENT On internal station to station calls the Caller ID display will show the extension number as the calling number and the station name as the callers name On Esi Link calls the Caller ID display will show the location number and extension as the calling number and the remote location s station name and short name as the caller s name Note Caller ID will not display with call waiting Placing calls When you first lift the handset you will hear internal dial tone Dial 9 or 8 or 71 76 to access an outside line and dial the number To place an internal call simply dial the extension number department number etc If you re not sure about the installation of your station contact your administrator If you don t subscribe to Caller ID the display will show instead of the caller s name or number which line is receiving the call 3 For example the Installer might have programmed DAL as the short name fo
71. ing pg C 2 and access to Volume scroll keys 1 line 16 character display Speaker 9 programmable feature keys pg C 2 PAGE key pg E 10 Verbal User Guide and tutorial pg B 1 Fixed feature keys pg E 2 Note The following features aren t available on a 12 Key Feature Phone e Certain special keys and features see Special keys page F 1 e Esi Dex e ACD operation Additionally to use voice mail conference calling and mute DND on a 12 Key Feature Phone you must program these features into programmable feature keys see Programmable feature keys page C 3 and Optional features page F 11 Hint On any of these phone varieties including the 60 Key Expansion Console you can perform direct programming by holding down a programmable feature key for at least two seconds similar to how you might program a car radio button This isn t applicable to the fixed feature keys which as their name implies are already programmed 1 The 12 Key Feature Phone doesn t have a hands free microphone and therefore can t serve as a true two way speakerphone Its speaker plays pages A 5 Introduction User s Guide Connecting your ESI phone Depending on which ESI phone you have use the appropriate diagram below to connect it Each diagram represents the panel on the phone s underside Note The Top of phone a
72. ing activities and controlling the volume of your phone s handset and speaker Group listening must be enabled by the Installer The 12 Key Feature Phone supports only hands free listening To answer you must pick up the handset E 3 ESI Feature Phone operation User s Guide Dial tone When you first lift your handset you will hear an internal dial tone that allows you to call other stations or perform other internal functions To gain an outside dial tone dial 9 or 8 or 71 76 or press a programmable feature key that has been set as a line key A line key when pressed automatically gains an outside line Consult your System Administrator if you have questions Basic phone use Outside calls To answer double ring cadence Lift the handset or press SPEAKER To place Lift the handset or press SPEAKER Then either press an unlit line key or dial 9 or 8 or 71 76 to be assigned an outside dial tone To hang up Replace the handset or press RELEASE or if using the speakerphone press SPEAKER Important If you re using a VolP enabled system be aware that your outside phone lines quality can affect the audio quality of local and Remote IP Feature Phone s Due to the interface between advanced packet based phone systems and the traditional public telephone network a poor quality phone line can degrade audio quality causing an echo on outside calls An occasional echo isn t unusual and doesn t nece
73. ion ACD agent operation Not available on 12 Key Feature Phone Important You are being assigned a special feature not explained in the regular station User s Guide or tutorial Be sure to get your ACD department number from the system administrator An ACHT department is made up of agents who when logged on can receive calls for that department Calls go to the logged on agent who has been idle for the longest time If all logged on agents are busy the ESI phone system places the calls in a holding queue and automatically connects the longest holding call when an agent becomes available While holding callers hear periodic prompts to continue to hold As an ACD department agent you must have one of your phone s programmable feature keys programmed as an agent log on off key see below for each ACD department to which you are assigned This key lets you manually place yourself in or out of service for that department s calls Notes Even though you may have been assigned to more than one ACD department you can be logged into only one department at a time Never program any of your programmable feature keys as line keys if system wide hold has been enabled if you re not sure consult your system administrator If no agents are logged on incoming calls immediately follow that department s call forwarding routing Programming the agent log on off key 1 Enter Help mode by pressing HELP 2 Press each prog
74. isplay The display on an idle Remote IP Feature Phone will show channel availability rather than outside line availability 3 18 4 59 PM E Remote channel s in use O Remote channel s not in use LN As depicted above the bottom right of the display of an idle Remote IP Feature Phone will show RMT short for remote The display s bottom left will show a number of boxes as few as one or as many as 12 depending upon your system s installation and configuration that represent the total number of available remote channels A solid box indicates a remote channel that is in use an open box indicates a remote channel that is available If you access an outside line your display will switch to the normal outside line usage display 2 Channel queue display There may be times when all remote talk paths are in use When this occurs and you try to access a remote channel you will hear a fast busy signal and the display will look like this NO RMT CHANNEL 1 QUE OT If you wish to be queued to receive the next available remote channel press 1 and hang up when a path becomes available your Remote IP Feature Phone will ring the display will show FREE RMT CHANNEL and when you answer a prompt will automatically tell you there is a channel available 3 Paging limitation The Remote IP Feature Phone can initiate pages however it cannot receive pages For example when the operator performs an all page O
75. it the playback numbers of the other messages will not change this is important only for your knowledge in programming since the system itself won t introduce each question to the caller as Question 3 Question 6 etc Example If you deleted question number 3 out of 5 questions the system would play only questions 1 2 4 and 5 to a caller When you retrieve the playback two beep tones will separate answers 2 and 4 3 Hear current question 2 Password The password may consist of two to eight digits followed by 0 cannot be the first digit If you prefer not to have to enter a password enter 0 as the entire password 9 Message Recycle Bin un delete The ESI phone system stores your most recently deleted 10 messages in a Message Recycle Bin to let you recover or un delete messages that may have been deleted in error Press PROGRAM 9 to advance through deleted messages Press 8 to restore a message to your mailbox as an old message Retrieving messages from an ESI Feature Phone Press VOICE MAIL and the mailbox number Virtual Mailbox Key See Virtual Mailbox Key page D 6 Retrieving messages when off premises 1 Call the main number 2 If the auto attendant main greeting answers press and the Q amp A mailbox number If a live operator answers have the operator transfer you by pressing VOICE MAIL and x followed by entry of the mailbox number Voice mail operation User
76. ive hold E 11 Exclusive hold E 12 Retrieving a call E 12 Retrieving a held call E 11 Internal calls E 4 IP Gateway See Esi Link Leaving messages D 2 LEDs E 2 Line keys F 11 Private line F 11 Live call screening Message monitor mode F 10 Live outside calls E 14 Live recording D 7 Location Keys H 1 Location numbers H 1 Manual day night mode F 12 Message monitor key F 13 Message monitor mode live call screening F 10 Message Recycle Bin un delete C 6 D 9 D 11 D 13 D 15 Message retrieval D 4 Off premises delivery D 8 Urgent messages D 9 Message s waiting D 4 Missed Call Key F 13 MUTE DND key E 3 Off premises delivery D 8 J 8 Operator station E 14 Outside calls E 4 Blind transfer E 5 Ee Supervised transfer E 5 E 6 Transferring E 5 Outside dial tone preference See Dial tone Paging internal E 13 Overhead paging port 199 E 13 J 4 Paging through phones E 13 Zones E 13 Password C 5 Personal Dex See Esi Dex Personal greetings D 1 F 10 J 4 Personal greeting keys F 13 Reminder F 10 Playback of recordings See Live recording Programmable feature keys C 2 E 2 Esi Link H 2 Programming Cascade paging mailboxes D 13 Group broadcast mailboxes D 12 Q amp A mailboxes D 14 Quick Groups D 2 D 12 Quick Move D 7 QuickPage F 14 RECORD key D 7 REDIAL key F 1 RELEASE key F 1 Remote IP Feature Phone G 1 911 calls prohibited G 1 Retrieving messages D 4 D 5 D 8 Ring ton
77. key 1 1 Display indications 1 3 LED indicator 1 2 Wrap mode 1 2 Analog stations Off premises delivery J 8 Programming J 7 Voice mail operations from J 4 Attendant operation See Operator station Auto page D 3 Background announce E 10 Background announce key F 13 Blind transfer E 5 E 6 Broadcast mailbox See Group broadcast mailboxes Call forward key F 12 Call forwarding E 8 Call forwarding no answer E 8 E 9 Call forwarding off premises E 9 Call pick up E 13 Call waiting E 10 Background announce E 10 Station to station E 10 Caller ID E 1 Analog stations J 1 Missed Call Key F 13 Cascade paging mailbox programming D 13 Conference calling E 7 Analog stations J 2 Console A 3 Day night mode F 12 Dial tone E 4 Preference F 10 Direct station select E 5 DSS See Direct station select Echo G 2 Esi Dex F 1 Personal Dex Adding names F 4 Deleting names F 6 System speed dialing F 9 Esi Link Defined H 1 Dialing H 3 Hold H 5 IP Gateway H 9 Calling station at H 9 Pilot number H 9 Location Keys H 1 Location numbers H 1 Paging H 5 Programmable feature keys H 2 Exclusive hold See Hold Fixed feature keys E 2 FLASH key F 1 Group broadcast mailboxes D 12 Programming D 12 Guest mailboxes Off premises delivery D 11 Phone delivery D 11 Programming D 11 Hands free answer E 3 Headset jack A 6 Headset key F 12 J 1 Headset operation F 10 Hold E 11 Difference between hold and exclus
78. l confirm that the information has been stored Then to call the XYZ Company in the future use Esi Dex as described below for each model of ESI Feature Phone On the 24 Key Feature Phone 1 Press ESI DEX until you see PERSONAL DEX on the display PERSONAL DEX 2 Enter 9 2 5 W AL The display will show the first stored name that starts with the character range from WAJ to YCL WALTON AND SONS 9095551920 3 Press the scroll keys W and A until XYZ COMPANY appears in the display XYZ COMPANY 3185559421 4 Press ESI DEX again This dials the number for the XYZ Company Important The number dialed if stored from a Caller ID will be the number for the actual line used by the caller and may be different than the caller s listed number Additionally some local calls may not be auto dialed correctly depending on the limitations of your area s local dialing plan You may wish to create a manual listing for these Consult your administrator if you need further assistance On the 48 Key Feature Phone 1 While your station is idle or just after receiving dial tone press ESI DEX ESI DEX STA SYS LOC PER PROGRAM v A ESI DEX 2 Press PER to select the Personal Dex PERSONAL DEX BACK v A NEN oo o H ees Continued 1 If the number is already in your Personal Dex the message ALREADY STORED will appear on the display This indicates Esi Dex has prevented storing the same number multiple times
79. l key to enter special characters use the W scroll key to backspace You also can use the scroll keys to view the number after it s saved To change the number you must delete it and then re enter it as desired 2 Delete phone number Deletes the currently programmed phone number 3 Display current phone number Displays the currently programmed phone number C 5 User programming An introduction User s Guide 3 Pager notification 1 Enter pager number Enter the pager number 24 digits maximum followed by Do not include an outside line access code e don t add 9 8 or 71 76 before the number Use the A scroll key to enter special characters use the W scroll key to backspace You also can use the scroll keys to view the number after it s saved To change the number you must delete it and then re enter it as desired 2 Delete pager number Deletes the currently programmed pager number 3 Display current pager number Displays the currently programmed pager number 4 Urgent message activation 1 Urgent messages only Only urgent messages will be delivered Note Remember to say in your personal greeting that callers should press 2 to mark a message as urgent For more on personal greetings see page D 1 2 All new messages Any new message will be delivered 7 Personal Call Routing For details consult the VX Presence Management User s Guide ESI part 0450 0793 Note This function is av
80. l of your calls to another station or another user s mailbox Lift the handset dial 5 6 5 and dial the extension number or and the mailbox number to which the system should forward all calls Note If the forwarded to station is busy or does not answer a forwarded call the ESI phone system will return the call to your mailbox To turn off call forwarding dial 5 6 5 without selecting a destination and hang up Call waiting If you have enabled call waiting for your station XXX 5 3 where xxx represents your extension number you will hear a tone in your earpiece FLASH to toggle between the original call and the call waiting To drop either call hang up while connected to the call to be dropped When your phone rings lift the handset and you will be reconnected to the other caller Call hold This is used to place callers on hold for retrieval from any station within the ESI phone system Putting a call on hold While on an outside call FLASH and dial kk A short voice prompt will tell which line number the call is using you will then receive internal dial tone Retrieving a call from on hold From internal dial tone dial k and the line number where the call is on hold Dial x 0 to answer the oldest held call in the system Hold recall If a held call is not retrieved during the period of time set by the Installer it will recall to your phone if your station is idle You will hear three shor
81. lay If you have at least one new message the VOICE MAIL LED will blink and your display will show the number of new and old messages in your mailbox 10 12 11 89 AM 24 Key 10 12 11 89 AM 48 Key NEW 3 OLD 1 Se NEW 3 OLD 1 Feature Note Message status shown in the examples above as NEW 3 OLD 1 appears only when new messages exist Retrieving voice mail messages from your ESI Feature Phone 1 Press VOICE MAIL 2 Enter your password if required you may change the requirement for a password in user programming menu 5 see Password page C 5 3 The ESI phone system will start playback of messages with the oldest new message and continue until all messages are played The display will show the origination of the message the countdown duration of the message whether new or old and the time date of when the message was left 48 Key XYZ COMPANY 1 57 Ser XYZ COMPANY Feature Phone Feature H also shows NEW 10 12 12 36P Phone NEW 16 12 Ha O e S time in reverse 4 At the end of each message the ESI phone system prompts you for instructions see the chart Keys functions during voice mail message retrieval next page Once you ve learned these prompts you can proceed more rapidly by pressing one of the appropriate keys any time during a message or during a prompt Note If while picking up messages you receive a call waiting tone hang up When your phone rings lift the handset and you will be conn
82. lind transfer Now both outside lines are connected via a trunk to trunk connection Note If at any point during the trunk to trunk transfer you wish to return to the original call e g perhaps you received a busy signal at the remote end or the recipient simply won t take the call just press FLASH This disconnects the second outside connection returning you to and removing from hold the original call Supervised transfer announcing the caller to the called person 1 While connected to an outside call press TRANSFER and then the line access code 9 8 or 71 76 and then dial the telephone number to which you want to transfer 2 Don t hang up instead wait until the called person answers Announce the caller e g Hello I ve got Bill on the line and I m transferring him to you now 4 Hang up completing the supervised transfer Now both outside lines are connected via a trunk to trunk connection Wi Note If at any point during the trunk to trunk transfer you wish to return to the original call eg perhaps you received a busy signal at the remote end or the recipient simply won t take the call just press FLASH This disconnects the second outside connection returning you to and removing from hold the original call toa voice mailbox Transferring a caller to a mailbox to leave a message 1 Press VOICE MAIL and the appropriate station key or if your phone has no s
83. lso make a brief private background announcement to the station s earpiece if its user has enabled the background announce feature see Station options page C 4 A background announce key must have been programmed at your station code 5 6 9 see pp C 2 C 3 1 During call waiting as described previously press and hold the programmed announce key to speak the key will glow green if background announce is permitted or red if it isn t permitted The called station will hear your voice over the outside person s voice The outside caller however can t hear you The called person can respond by pressing FLASH which places the original call on hold 2 Release the key when you re finished speaking Note This feature works only between ESI Feature Phones and only if a the called person has allowed call waiting and background announce and b the called person is using his her handset The background announce key will be green if these conditions are met indicating that a background announce can be made A 12 Key Feature Phone shows only the first caller Even if you hang up from the first call the second call s Caller ID info won t appear Le non ESI analog phones on the system can neither send nor receive background announcements E 10 User s Guide ESI Feature Phone operation Hold exclusive hold operation The difference between hold and exclusive hold Your ESI Feature Phone lets you pu
84. main number 2 If the auto attendant main greeting answers press and the cascade paging mailbox number If a live operator answers have the operator transfer you by pressing VOICE MAIL and x followed by entry of the cascade paging mailbox number Retrieving messages when using an ESI Feature Phone Press VOICE MAIL nk and then enter the mailbox number Virtual Mailbox Key See Virtual Mailbox Key page D 6 Message Recycle Bin un delete See Message Recycle Bin page D 9 D 13 Voice mail operation User s Guide Optional voice mail feature Q amp A mailboxes Important This is a special optional feature not explained in the tutorial Be sure to get your Q amp A mailbox number from the Administrator Q amp A question and answer mailboxes allow you to ask callers for more detailed information such as on an employment questionnaire or a survey As aQ amp Amailbox owner you can record up to 10 questions the system groups the individual answers and plays them back as a single message separated by short beep tones Normal message handling capability delete save etc applies to all answers within the message Note Each answer can have a maximum length of a regular message as programmed by the Installer Include in the first question instructions to conclude each answer by pressing 1 or to pause for the next question Record your name at the tone then press 1 or pause f
85. may not support this feature or your extension may not be allowed to have this feature Contact your ESI Reseller for more information You must press 1 to answer the forwarded call just as with off premises reach me see page D 3 For such external viewing of this data the off premises phone must have Caller ID service All cellular phones and service plans include Caller ID service E 9 ESI Feature Phone operation User s Guide Call waiting If you ve enabled call waiting for your station PROGRAM 3 1 and a second call comes in while you re on another a tone in your earpiece and the bottom line of your display will indicate that a second call is waiting You can ignore the waiting call and it will be transferred to your mailbox or other destination set by the Installer To toggle between the two calls press FLASH To drop either call press RELEASE while connected to the call to be dropped this disconnects it and automatically re connects you to the other call Call waiting display Be sure to check the display when you re using call waiting Initially the first line shows the name or number of your original call depending on how the call was created and the call duration The second line shows the name or number of the call waiting along with the duration of that call The arrow on the display will move between the first and second lines indicating to which call you are connected Here s an example 1 Yo
86. nce If you make mostly outside calls you may find this setting helpful It tells your station to connect automatically to an available outside line i e you don t have to dial 9 or 8 or 71 76 before the phone number Therefore when you lift the handset or press SPEAKER you will immediately receive an outside dial tone from the highest numbered line available to you Note To place an internal call while in this mode press the appropriate station key or a press TRANSFER to switch to internal dial tone and b then dial the extension number Not all headsets are compatible with your ESI Feature Phone contact your ESI Reseller for a list of compatible models Not available on a 12 Key Feature Phone If unsure which system you have consult your System Administrator This aspect i e that it s always the highest line available to you can t be changed F 10 User s Guide Special keys Line keys If some of your programmable feature keys have been programmed as line keys or you can program line keys using PROGRAM 2 press an unlit key to access the line An outside call transferred to your station can be answered by simply lifting the handset or pressing SPEAKER You do not have to press the line key The LED indications for the line keys are LED Line status LED Line status Solid red Blinking green Ringing at your station Solid green Connected to your station Slowly blinking red On hold by another st
87. nd Bottom of phone references in these diagrams show the correct vertical orientation of the phone i e the part with the display is the top Handset tp Top of phone Y A Bottom of phone Line cord to wall To TAPI headset to PC A A Top LI LJ of phone We mg otom 1 1 1 of phone Yvy y To 60 Key Line cord Handset Console to wall Connectors on bottom of 48 Key Digital Feature Phone headset jack shown To power To To supply LAN PC Top Lo of phone Bottom of phone B4 Handset vy headset To 60 Key Console 12 Key Feature Phone 24 Key Feature Phone e Connects like a basic phone e Handset plugs into right side jack e Line cord plugs into left side jack 48 Key Digital Feature Phone In addition to how the 24 Key Feature Phone connects to the handset and line cord note the presence of a headset jack as well as the following information e TAPI version includes a cable for connecting to your PC s serial port e 60 Key Expansion Console cable included with each Console uses standard RJ 11 telephone connectors 48 Key IP Feature Phone 48 Key Remote IP Feature Phone In addition to the details mentioned previously for the 48 Key Digital Feature Phone each IP Feature Phone includes e A power supply that is unswitched Ce always on AC outlet and plugs into the phone e An Ethernet cable which connects the phone to a PC or if no P
88. nd to your messages promptly Personal greetings Initially your mailbox has a generic greeting You have reached the mailbox for extension xxx dial zero to reach the operator or begin recording at the tone You can record up to three different personal greetings in your own voice indicating your availability to return calls Here are some examples Sample greeting 1 Hi this is name I m away from my desk or on the phone right now so please either dial zero to reach our operator or leave me your name number and message at the tone and I ll get back to you as soon as can Sample greeting 2 Hi this is name I m out of the office You may dial 1 2 2 for my assistant or if you prefer you may leave me a voice message at the tone I ll check in regularly or if it s important dial 2 now to leave me an urgent message that will page me automatically Sample greeting 3 Hi this is name m away from my desk at the moment To have me paged dial 3 To reach the operator dial zero Otherwise leave your name and phone number at the beep so l can return your call J 4 User s Guide Analog stations Following is a list of options that you may wish to include in your personal greetings Option Instruction fos To reach the operator 1 To skip directly to the record tone To mark this message as urgent See Urgent Messages page D 9 To the main greeting if your system is using the built in auto at
89. ne number using the display for reference To retrieve a held call from any idle ESI Feature Phone on the system press HOLD and dial the appropriate line number If retrieving a call from a different Esi Link location press HOLD followed by a Esi Link Location Key and then dial the appropriate line number from the Esi Link location for more on Esi Link see pp H 1 H 9 After call retrieval the Feature Phone display will update to show lines currently holding calls Note If your phone has any line keys programmed see pp C 2 C 3 each will blink red when a call is on hold on its lines in such cases just press that line key to retrieve the held call After you press HOLD the display will help you choose the line number to retrieve the top row will show how many calls are on hold and the second row will show all held calls in the system Newly held calls are added from the right side of the second row Note If more calls are on hold than the display can show each side of the display s second row will show an arrow indicating that more lines have calls on hold Press the corresponding scroll key either W to scroll to the left or A to scroll to the right to view the other line numbers where calls are holding On previous ESI systems this feature was called park On previous ESI systems this feature was called just hold E 11 ESI Feature Phone operation User s Guide Exclusive hold To pl
90. ng key to automatically turn forwarding on and off If you always forward to the same extension you can program a key with both 5 6 5 and the extension number For more information see Programmable feature keys pp C 2 C 3 The call forwarding key will be solid green to indicate that it is active Call forwarding no answer One special form of call forwarding your phone can do is called call forwarding no answer As the term implies it s a forwarding that occurs only after a call to your extension goes unanswered so essentially this gives you a chance to answer the phone in case you re there and wish to take the call but automatically forwards as programmed if you re either away from your phone or just choose not to take the call You can set your phone to call forward no answer to an extension or mailbox For you to set this either the extension must have an assigned call forward no answer key assigned or you can dial 5 6 7 followed by the destination number When you set call forwarding no answer e Outside calls coming into the extension will ring there for a predetermined time and then be forwarded to a designated extension or mailbox e If the call isn t answered within a predetermined time the caller will be routed to the original extension s voice mailbox e Ifthe extension is in DND mode the call will be forwarded immediately to the extension or mailbox e Ifthe extension is busy i e off hook on another
91. nnected to the call While you are either in Help mode or programming your phone your station will be temporarily placed in DND see MUTE DND page E 3 Anyone calling your station while you are in DND will be forwarded to your mailbox or other destination set by the installer Exiting Help mode To exit Help mode simply hang up Visit www esiusers com for up to date help B 1 Help mode Verbal User Guide User s Guide This page included for pagination purposes only B 2 User s Guide User programming An introduction User programming An introduction Voice prompts will play menu and sub menu options to access the desired feature You don t have to wait for the entire prompt to be played Therefore once you ve become familiar with the prompts consult User programming menu overview below you can quickly set any frequently used feature Programming help During any of the programming steps press HELP to hear a more detailed description of the feature and related programming options Exiting programming mode To exit programming mode simply hang up User programming menu Overview 1 Select personal greeting 1 Record 2 Delete 3 Hear 2 Programmable feature keys Station keys line keys speed dial keys other feature keys 3 Station options 1 Call waiting background announce 2 Personal greeting reminder 4 Outside dial tone preference 5 Hands free answer 6 Message monitor
92. number b If it s a phone number dial the outside line access code 9 8 or 71 76 followed by the phone number e g 9 469 555 3255 to dial 9 469 555 3255 The following information shows how to use both fixed and programmable feature keys to make it even easier to use certain ESI phone system features over Esi Link H 4 User s Guide Using Esi Link Paging The ESI phone system can be programmed to allow paging through an overhead paging system and or paging through some if page zones have been created or all of the ESI Feature Phones speakers Overhead paging Station 199 is designated as the overhead paging port If the remote location system has an overhead paging system connected to it you can page by dialing the location number followed by 7 9 9 After hearing the connect tone you may make your announcement If you frequently page that location you can program a feature key with the location number followed by 199 e g 712199 Paging through phones To page through all of the ESI Feature Phone speakers at a remote location 1 Press PAGE 2 Press the appropriate Location Key 3 Press 0 To access a programmed paging zone see the Administrator for a list of page zones 1 Press PAGE 2 Press the appropriate Location Key 3 Press the key for the page zone number 1 2 3 4 6 8 or 9 The Installer may have added an overhead paging system to one or more of these page zones Note Phon
93. o the programmable feature keys on your ESI Feature Phone using either direct or traditional programming see page C 2 Note Only one key can exist per extension feature or operation If you program a second key for the same extension feature or operation this automatically erases the first key so programmed thus making it available for a new extension feature or operation Hint You may find it easier to write in the names on the overlay before you program the keys and attach the overlay to the Console 60 programmable feature keys pg C 2 in two banks of 30 each GU UY UY NU NU UY Uy k KN YAN Mi Ki KI Ad Ki Hint On any of these phone varieties including the 60 Key Expansion Console you can perform direct programming by holding down a programmable feature key for at least two seconds similar to how you might program a car radio button This isn t applicable to the fixed feature keys which as their name implies are already programmed A 3 Introduction User s Guide 24 Key Feature Phone The 24 Key Feature Phone has features similar to those of the 48 Key Feature Phone However the 24 Key Feature Phone is available only as a digital model and doesn t support TAPI IP or the 60 Key Expansion Console As is true for the 48 Key Feature Phone the 24 Key
94. ode or live call screening lets you hear a caller leaving a message in your mailbox just as with your home answering machine You turn this feature on or off as part of user programming PROGRAM 36 While you hear the caller through your speaker you have the following options Option __ Result A Lift the handset You intercept the call Do nothing The system records the message to your mailbox for your later retrieval Press MUTE DND Temporarily mutes your speaker the system continues to record the message to your mailbox Note During monitor mode you will hear a call ring then subdued ringing while the caller is hearing your personal greeting then their message You can intercept the call at any time Personal greeting reminder If you frequently change your personal greeting use this option it sets your station to remind you of your current greeting The first time you use your phone after it has been idle for the period you set in this function the system automatically plays your current greeting and gives you the option to change it The range is 0 no reminder to 500 hours To set this press PROGRAM 3 2 Example If you change your personal greeting only when out of town for a few days set the reminder interval to 60 hours you ll be reminded if your phone has not been used for three days If it s Friday set the reminder for 36 hours and you will be reminded every Monday morning or if you are away f
95. or if the destination is programmed into one of your keys see Programmable feature keys pp C 2 C 3 pressing the station key for the ringing station During night mode see page F 12 if a night bell is in use instead of the night auto attendant press PICK UP 0 to access the ringing outside call E 13 ESI Feature Phone operation User s Guide Optional features Live outside calls If your station has been designated to receive live outside calls i e those that have neither come through the auto attendant nor been transferred your ESI Feature Phone will a Display that you are receiving an outside call b Ring with a double cadence internal calls ring with a single cadence While you re on a call additional live calls to your station will ring with a subdued ring To answer any additional calls you must do one of the following Disconnect from the current call Transfer the current call e Place the current call on hold You can press RELEASE to drop a current call and automatically be connected to the next ringing call Note If your station is able to receive both live outside calls and calls transferred to you from the auto attendant you may wish to turn off call waiting at your station to avoid confusion between a call waiting tone in your earpiece and a subdued ring from a live outside call Operator station If your station has been designated as the operator station
96. or the next question Next Record your address at the tone etc At the conclusion the caller can be forwarded to another extension mailbox or automatically disconnected Include in the last question the appropriate information such as This is the last question After you have finished please hang up Note If the caller does not respond to two questions in a row the call will be disconnected Q amp A mailboxes are turned on only when questions have been recorded Deleting all questions will turn off the mailbox Programming Q amp A mailboxes 1 Press PROGRAM followed by the Q amp A mailbox number 2 You will be prompted to do one of the following a Record the questions b Change the password or c Access previously deleted messages See the following explanations 3 When finished exit by hanging up Continued User s Guide Voice mail operation 1 Select question Select the desired question number 1 10 the ESI phone system will play the question and give you the option to perform one of the following 1 Record question Begin recording at the tone press 1 to stop The new question automatically replaces the old one with that question number Note The mailbox will not be enabled if no questions exist 2 Delete question When prompted press 2 again to confirm deletion If you delete a question in the middle of a list without replacing
97. ora couple of days If you change your greeting several times a day set the reminder for about 3 hours Headset operation You can use a headset with your ESI Feature Phone You must program one of your programmable feature keys to be a headset key see Optional features pp F 11 F 15 that you ll use to connect to or disconnect from a call The key will blink green when a call is ringing and glow green when connected If you have a headset connected and the phone is off hook pressing the scroll keys W and A will adjust the headset volume After you initiate or answer a call using the headset key lifting the phone s handset automatically takes you out of headset mode To switch back to headset mode while on a call press the headset key again and then place the phone s handset on hook Notes On a Generation system you must have a headset key programmed as one of your programmable feature keys see Other feature keys page C 3 that you ll use to connect or disconnect from a call The key will blink green when a call is ringing and glow green when connected You turn headset mode on or off in user programming PROGRAM 3 3 If you turn off headset mode while the headset key is glowing green i e in use the phone will stay off hook until you again turn on headset mode If a headset key is programmed the phone handset must be in the cradle for proper headset operation Outside dial tone prefere
98. ose users who need to monitor others calls silently e g in order to aid in quality assurance of call activity To begin service observing press the assigned programmable feature key or dial code 5 6 1 followed by an extension number or station key To discontinue observing press the station key again or hang up While you observe another station s incoming call your display shows to whom that station is connected and how long the call has lasted Note The Administrator must authorize service observing for your station and the Installer must program the list of allowed extensions Headset key Code 564 This key provides for easy connecting to disconnecting from calls when operating in headset mode see Headset operation page F 10 Press the key to receive dial tone or to answer a ringing call Press the key again or press RELEASE to disconnect from the call Call forward key Code 565 or 565XXX Note The 48 Key Feature Phone has a dedicated call forward key CFWD If you frequently call forward your phone see Call forwarding page E 8 you can program a programmable feature key as a call forwarding key to automatically turn forwarding on and off If you always forward to the same extension you can program a key with both 5 6 5 and the extension number Redial Code 566 This redials the outbound number i e not internal extension most recently dialed from your station Call for
99. ou will automatically be available for the next call Programming the wrap key Use the phone s Help mode HELP to verify the location of the wrap key To program a new key location or if one has not been previously programmed 1 Hold down the desired programmable feature key for at least two seconds to enter programming mode 2 Dial 5 6 2 3 Press the programmable feature key again LED indicator The LED on the agent log on off key will indicate your agent status as follows LED appearance Indicated status Solid green Logged on Solid red Logged off Flashing red Automatically logged off Note If you leave your desk and forget to log off and the system sends a call to your station that is not answered your station will be automatically logged off You must log back on upon returning to your station to be available again for calls for that department User s Guide ACD agent operation Display indications While you are logged on the display will show the department s call status as shown below e If you re logged on but idle 10 12 11 89 AM 24 Key 16 12 11 09 AM 48 Key Q 9 WAIT SE Q WAIT Feature e If you re logged on and on a call the display shows the Caller ID or line number and duration of the current call The second line shows the Department name momentarily and then is replaced by the number of calls waiting in queue and the longest hold time XYZ CO 2 13 24 Key X
100. our Personal Dex below Station Dex All station department and guest mailbox names programmed by the Installer System Dex All system speed dial names set up by the System Administrator Location Dex All location names on your Esi Link network which links to the Station Dex programmed by the Installer A special service your phone company may offer See your administrator for further details The System Dex is available only if the System Administrator has programmed system wide speed dial numbers 3 The Location Dex is available on only Esi Link enabled systems F 1 Special keys User s Guide Esi Dex prompts displayed on a 48 Key Feature Phone Prompt What it means Auto dialing using Esi Dex On the 24 Key Feature Phone 1 While your station is idle or just after receiving dial tone repeatedly press ESI DEX to select the desired Dex PERSONAL DEX STATION DEX SYSTEM DEX LOCATION DEX Notes System Dex and Location Dex aren t available on every system For the remainder of this example we ll assume you selected Personal Dex However the procedure is the same for any of the other Dexes 2 Choose the desired name from the selected Dex using one of two methods Either a Scroll Press the scroll keys W and A to look up and down through the Dex until you find the name names will appear in the order in which they were stored in the Dex OR ess b Dial by name Di
101. r b Dial the call forwarding feature code 5 6 5 press the Location Key and then dial the desired extension mailbox or department For instance to forward to extension 112 in Chicago location 702 in this example dial 5 6 5 press the Chicago Location Key and then dial 1 1 2 Alternatively you could dial 5 6 57 0211 2 i e 565 call forwarding 702 the location 112 the extension 2 To cancel call forwarding either a Press the programmed call forwarding feature key and then press RELEASE Or b Dial 5 6 5 x On the 48 Key Feature Phone 1 Press CFWD 2 Either a Press a programmable feature key you have already set for the desired destination whether it is an extension a mailbox or a department Or b Press the Location Key and then dial the desired extension mailbox or department For instance to forward to extension 112 in Chicago location 702 in this example press CFWD press the Chicago Location Key and then dial 1 1 2 Alternatively you could press CFWD and dial 70 2 1 1 2 i e 702 location 112 extension 2 To cancel call forwarding press CFWD Note for either phone Incoming calls that are forwarded when the remote location extension is busy or does not answer will be sent to the forwarding Ce original extension s mailbox If you regularly forward to a particular remote location extension you should also assign your mailbox to a Virtual Mailbox Key at that r
102. r a remote location in Dallas J 1 Analog stations User s Guide Transferring calls Transferring outside calls While connected to an outside call FLASH and dial the extension number Hang up immediately to perform a blind transfer wait until the called person answers announce the caller and then hang up If the transferred to person does not answer FLASH to be reconnected to the original caller Transferring a call to a mailbox To transfer an outside caller to another user s mailbox FLASH and dial and the mailbox number You and the caller will be connected to that user s personal greeting You may choose to hang up immediately or listen to a portion of the personal greeting to assure yourself that you have placed the caller into the correct mailbox If not FLASH to exit the mailbox and be reconnected to the original caller Note Regardless of when you hang up the caller will hear the entire personal greeting To insure the privacy of the message you will automatically be disconnected at the record tone Transferring a call to the main greeting To transfer an outside caller to the main greeting FLASH dial and hang up Transferring a user to his her mailbox To transfer to his her mailbox a user who s calling from the outside to pick up messages FLASH dial zk and the appropriate mailbox number and hang up Conference calling To create a conference call 1 Establish the first call 2 FLASH twice
103. rammable feature key to determine the location of the log on off key the keys have been assigned beginning with the lower left hand programmable feature key 3 To program a new key location or if one has not previously been programmed a Hold down the desired programmable feature key for at least two seconds to enter programming mode b Dial 5 plus the department number c Press the programmable feature key again Note Programming an ACD department key inserts you as a member into that department Automatic call distribution This key is automatically assigned when an extension is set up as a member of an ACD department ACD agent operation User s Guide Wrap mode If you have paperwork or other wrap up activities following a call you ll appreciate the system s wrap mode While you re logged on as an agent pressing the programmed wrap key or placing the call on Hold prior to disconnecting from a call will set your station in wrap mode this delays immediate assignment of the next call until you have had time to complete any wrap up activities Press the wrap key again to release your station from wrap mode and be available for the next call Note The Installer may have set a maximum allowable wrap time If so when you re in wrap mode the upper right portion of the display will show a count down timer indicating the amount of time remaining in wrap mode At the expiration of this timer y
104. rammed into one of your station keys 1 Press an available unlit station key 2 The called station will sound a short ring followed by a double connect tone 3 The phone system will activate the called station s speakerphone or the station will ring if that station s user has hands free answer disabled 4 To disconnect when finished do one of the following e Replace the handset e Ifin hands free mode either press the station key again or press SPEAKER e Press RELEASE If you press a key for a station that s in use red steadily lit you will camp onto the station where its Feature Phone s display will tell its user that you re waiting see Call waiting page E 10 If you press a key for a station that s in DND amber steadily lit you ll be forwarded directly to the person s mailbox Transferring an outside call to another station Blind transfer 1 While connected to an outside call press a station key or press TRANSFER and then dial the extension number 2 Hang up immediately to perform a blind transfer Note If the called person does not answer the caller will be forwarded either to the called person s mailbox or another destination the Installer has programmed Supervised transfer announcing the caller to the called person 1 Do not hang up as in Blind transfer above instead wait until the called person answers 2 Announce the caller e g Hello
105. rd personal greeting Begin recording at the tone press 1 to stop The new personal greeting automatically replaces the previous greeting Note Your mailbox will be disabled if no personal greeting exists 2 Delete personal greeting When prompted press 2 again to confirm deletion Warning Don t delete all of your greetings If you do the system will turn off your mailbox until at least there is once again at least one greeting 3 Hear current personal greeting 5 Password The password will apply to station programming voice mail retrieval and certain other features when activated 1 Enter new password Your password may consist of 2 8 digits followed by 0 cannot be the first digit Entering 0 zero as the sole password will turn off the password requirement 2 Delete current password 3 Hear current password 4 Password security level Select one of the following password levels Selection Result o No password required for access from any phone 1 Password required only for remote access either off premises or from other stations within the system Password always required J 7 Analog stations User s Guide Off premises message delivery The ESI phone system can be programmed to deliver messages to an off premises phone and or to page you when your voice mailbox receives a message You can set the phone number cell phone home number another extension etc the pager num
106. re a password depending on the mailbox s setting see Password page C 5 Retrieving voice mail messages using another user s ESI Feature Phone 1 Press VOICE MAIL and then 2 Dial your extension number 3 Follow the procedures described in Retrieving voice mail messages from your ESI Feature Phone page D 4 A local call may not be dialed correctly depending on the limitations of the local dialing plan You may need to dial some of these calls manually D 5 Voice mail operation User s Guide Virtual Mailbox Key Not available on 12 Key Feature Phone If you frequently pick up your messages from another user s ESI Feature Phone or have others help pick up your messages you may want to program a programmable feature key on that phone as a Virtual Mailbox Key for your mailbox When you have new messages the key will blink press it to automatically connect to your mailbox This feature does not affect your ability to pickup messages from your own phone Note Assign to the programmable key the following VOICE MAIL nk and then either your extension number or your voice mailbox number see Programmable feature keys page C 2 Retrieving messages from an off premises location You can pick up messages when away from the office or from an analog station Since the display is not available to you message handling will operate slightly differently To retrieve your message from
107. rovide an 3 18 4 59 PM approximate representation of the lines mwala MM ANAAHA in use shown at right 3 18 4 59 PM JILL LL LIDL A high percentage of lines in use 3 18 4 59 PM A high percentage of lines in use As you use your ESI Feature Phone its display changes frequently to give 3 18 4 59 PM you detailed information during call I I DEE DS E Mea lela D ll JILL LJ Fewer lines in use Fewer lines in use Line in use a Available line Caller ID If you subscribe to Caller ID from your telephone service provider the phone s display will show an outside caller s name and or number In some instances the service provider can send only a general caller status such as UNAVAILABLE PRIVATE or NO DATA SENT If you don t subscribe to Caller ID the LCD will show which line is receiving the call instead of the caller s name or number E 1 ESI Feature Phone operation User s Guide Keys Programmable feature keys The phone s programmable feature keys nine on the 12 Key Feature Phone 12 on the 24 Key Feature Phone and 30 on the 48 Key Feature Phone have been pre programmed by the installer You may wish to add to or change some of these keys to perform different functions explained throughout this manual Press PROGRAM to verify current settings see Station programming page C 1 Important Each of the two smaller Feature Phones 12 Key and 24 Key has a combination
108. ssarily indicate a problem with your system or lines however if this problem occurs persistently contact your Certified ESI Reseller for assistance Internal calls To answer single ring cadence In hands free mode answer directly through the speakerphone or pick up the handset Or to answer a ringing call lift the handset or press SPEAKER To place Lift the handset and dial the extension number or press a station key see Direct station select below To hang up Replace the handset or press RELEASE or press the station key again or if using the speakerphone press SPEAKER Shortcut for either outside or internal calls If you press a station key or dial an extension number the phone system automatically activates the speakerphone What you dial to reach an outside line depends on your system s particular setup If you re not sure consult your administrator E 4 User s Guide ESI Feature Phone operation Direct station selection Programming some of the programmable feature keys see pp C 2 C 3 as station keys will provide direct access to those stations as well as providing lamp information as to their status The station keys LEDs indicates the status of the station assigned to each key If a station key s LED is The station assigned to that key is Untit Available currently unused Red steadily lit Connected to you including via voice mail To call another station prog
109. status indicator lamp will not flutter when an incoming or recalled call is presented to the phone see Status indicator lamp page D 9 Message ring When enabled this feature will periodically generate a short ring tone at your station as an additional alert that you have new messages User s Guide User programming An introduction 5 Password 1 Enter new password Your password may consist of 2 8 digits followed by 0 cannot be the first digit Entering only 0 as the password will turn off the password requirement Delete current password Resets the password to the default password Hear current password Displays and plays back the current password Password security level Selection Result i o No password required for access from any phone Password required only for remote access either off premises or from other stations within the system po Password always required 6 External message notification Note To use this feature a 12 Key Feature Phone must have a voice mail key assigned 1 Delivery options Delivery to phone number only Notify pager only Call phone first then page BR Q N a Call and page at the same time 0 No off premises delivery 2 Phone delivery 1 Enter phone number Enter the phone number 24 digits maximum followed by Do not include an outside line access code e don t add 9 8 or 71 76 before the number Use the A scrol
110. stem Administrator to learn your Esi Link network s location numbers 9 8or 71 76 Also you can program up to 60 Location Keys on a 60 Key Expansion Console see page A 3 H 1 Using Esi Link User s Guide Programmable feature keys and Esi Link an introduction With Esi Link you assign dialing information to your ESI Feature Phone s programmable feature keys in the usual way i e if a remote location station or mailbox is to be assigned to a programmable feature key enter the location number followed by the station s extension number or the mailbox number Note Programmable feature key lamp status of a remote location extension will appear only if the extension is included in the published extension list of the remote location Contact your System Administrator if you need more information about published extensions Tip You can use direct programming see page C 2 to program Esi Link locations and extensions Examples Assigning a programmable feature key for extension 135 in location 712 1 Hold down the desired programmable feature key for at least two seconds to enter programming mode 2 Dial7 12135 Note You can also use Location Dex see Location Dex page H 7 to select the remote location number 3 Press the feature key again Programming a call forwarding key to extension 135 in location 712 1 Hold down the desired programmable feature key for at least two s
111. t a call on either hold or exclusive hold Each puts a call into a standby mode but here s the difference between the two e Hold allows anyone on the ESI phone system to retrieve the call Users connected to outside or Esi Link calls can press HOLD to place the call on hold The system identifies held calls as being in numerically identified lines e g Line One Line Four etc For example if you need to transfer a call to another station and know the person is in the building but not at his her desk you might page him her to pick up a call on Line One e Exclusive hold keeps the call only at the station where the user pressed HOLD Hold To place a call on hold While on an outside or Esi Link call press HOLD to place the call on hold The HOLD key LED will light solid red on your ESI Feature Phone and will blink red on all other phones Also your ESI Feature Phone s display will show the quantity and numerical line identifications of the calls currently on hold throughout your ESI phone system CALLS HOLDING 3 24 Key 7 18 5 02 PM 48 Key 12 Key R11 9 12 Feature CALLS HOLDING 3 Feature R11 9 12 3 Feature Phone R11 9 12 Phone Phone N L IN Oldest and recalling Newest Oldest and recalling Newest Oldest and Newest Calls recalling holding To retrieve a held call To retrieve a held call from the same ESI Feature Phone where it was put on hold press HOLD again and dial the appropriate li
112. t pilot numbers Cascade paging mailboxes 520 529 Guest info mailboxes System speed dial numbers 600 699 Q amp A mailboxes 490 499 e Speed dial keys In addition to programming a programmable feature key with a system speed dial number you can create personal speed dial keys for automatic dialing of frequently called outside numbers If you program 9 or 8 or 71 76 plus a phone number the programmable feature key becomes a speed dial key When you program a speed dial key there s no need to insert a pause after the 9 or 8 or 71 76 Use the A scroll key to enter special characters for dialing see page C 5 for more details The speed dial number can be up to 24 characters long Note You can also program Location Keys for use with Esi Link See page H 1 for more information e Other feature keys If you enter a feature code the programmable feature key will serve as an enable disable key for that feature The Installer may have programmed certain stations for accessing additional features see Optional features page F 11 consult your System Administrator to determine your access Keys LED activity during programming Key type and LED indication Station key or Feature key Mode Virtual Mailbox Key Line key or speed dial key Currently being programmed and 8 previously assigned Flashing red Flashing green Flashing amber Currently being programmed and a i previously unassigned
113. t remote locations are all features you can use over Esi Link For example if you have an office in Dallas and another in Chicago Esi Link makes it possible for someone in the Dallas office to dial an extension in the Chicago office just as easily as if it were an extension down the hall in the Dallas office Location Keys Each location in your Esi Link network has a location number in the range of 700 799 To facilitate dialing into a remote location you can assign the location number to a programmable feature key making it a Location Key When you press a Location Key you ll hear dial tone you can then dial any extension department mailbox or outside line group access code in the remote location For instance a user in the Dallas office would press the key programmed for the Chicago office and dial 1 0 4 to reach extension 104 in the Chicago office You can program up to 12 Location Keys on each 24 Key Feature Phone and up to 30 Location Keys on each 48 Key Feature Phone Programming a Location Key Note You may wish to review Programmable feature keys page C 2 1 Hold down the desired programmable feature key for at least two seconds to enter programming mode 2 Enter the remote location number such as 7 0 2 Note You can also use Location Dex see Location Dex page H 7 to select the remote location number 3 Press the feature key again If necessary consult your Sy
114. t ring tones Lift the handset you will be connected to the held call If you are on a call when the recall occurs you will hear a call waiting tone To toggle between the two calls FLASH or hang up wait for ring then answer J 3 Analog stations User s Guide Paging This function allows for paging through an overhead paging system and or designated available telephone speakers Press and 0 to access all available stations Press and 1 2 or 3 to access a programmed paging zone Note A page will not be sent to the speakers of phones in use Tip To page for pick up of an outside call put the caller on hold by dialing gt A voice prompt will indicate the line number Then page the person and announce the line number for retrieval For example John you have a call on line 1 John pick up line 1 please Overhead paging Station number 199 is designated as the overhead paging port If the ESI phone system has been connected to an overhead paging system you can page by dialing 1 9 9 and making your announcement after the tones Call pick up A call ringing at another station can be picked up by pressing and dialing the extension number Dialing O will answer the longest ringing outside call Voice mail operation from an analog station The ESI phone system will provide accurate and timely messages Others will become more comfortable leaving you voice messages if you pick up and respo
115. t the caller leave a voice message However the caller protests that he doesn t want to talk to a recording and wants you to write down the message Worse you know that some of your other co workers will want to hear what this caller has to say But here s all you have to do just press RECORD and then while recording and taking down the message as far as the caller knows press the station keys for those to whom you wish to Quick Move the message You can do this for as many stations as you have station keys programmed on your phone Each designated user s mailbox will receive the recording as a new message but your mailbox will not have the recording This feature saves you a number of steps i e you won t need to access your mailbox and move the recording and delete the recording from your mailbox Playback of recordings If you have recorded conversations they will play after your old messages or you can access them directly by pressing VOICE MAIL RECORD This will play back the recordings starting with the newest recording Recordings can be handled just like other messages 1 Adjustable by only the Installer Upon playback a recording of a conference call can sound garbled if more than one person at a time is speaking D 7 Voice mail operation User s Guide Off premises message delivery Introduction The ESI phone system can be programmed to deliver messages to an off premises phone and
116. tation Dex in the display Use the scroll keys A or V to select the desired extension 5 Select DIAL to ring the Esi Link extension A Tip You can also use Location Dex to assign programmable feature keys as station keys and Location Keys If necessary see Programmable feature keys pp C 2 C 3 Examples Assigning a Location Key 1 Hold down the desired programmable feature key for at least two seconds to enter programming mode 2 Press ESI DEX until LOCATION DEX appears in the display 3 Press a scroll key A or Y until the location is displayed 4 Press the feature key again Assigning a station key 1 Hold down the desired programmable feature key for at least two seconds to enter programming mode Press ESI DEX until LOCATION DEX appears in the display Press a scroll key A or V until the location is displayed Press ESI DEX STATION DEX will appear in the display Press ESI DEX again Press a scroll key A or V until the remote location extension appears Press the feature key again NO a P WN H 7 Using Esi Link User s Guide Call forwarding Here s how to program call forwarding to a remote location extension mailbox or department On the 24 Key Feature Phone 1 Either a Press a programmed call forwarding key and a programmable feature key you have already set for the desired destination whether it is an extension a mailbox or a department o
117. tation key programmed for this destination press VOICE MAIL and TRANSFER and then dial the extension number 2 You and the caller will be connected to that user s personal greeting You may choose either to hang up immediately or listen to a portion of the personal greeting i e to assure yourself that you have placed the caller into the correct mailbox Note Regardless of when you hang up the caller will hear the entire personal greeting To insure the privacy of the message you will automatically be disconnected at the record tone Transferring a user to his her own mailbox for message pickup You can transfer a user who s calling from the outside directly to his her mailbox for message pick up by pressing VOICE MAIL nk and the appropriate station key or dialing the mailbox number and hanging up to the main greeting To transfer an outside caller to the main greeting press VOICE MAIL and hang up E 6 User s Guide ESI Feature Phone operation Conference calling To create a conference call 1 Establish the first call 2 Press CONF to place the call on hold 3 Place a second call as you normally would 4 Once connected to the second call press CONF again to connect all of you together Notes Repeat these steps to add a fourth member to the conference A maximum total of either 16 members E Class systems or 24 members IVX X Class can be in conferences within the system at any one time ho
118. tendant xxx An extension number of another user Shortcut When leaving a message in another mailbox press 1 during the personal greeting to advance directly to the record tone without having to listen to the remainder of the greeting You can change the personal greetings as often as necessary by recording over a previously recorded personal greeting Warning Deleting your personal greeting will not revert to the initial default greeting but will turn off your mailbox Message waiting indication If you have new messages you will hear a short prompt You have messages and then internal dial tone whenever you lift the handset to place a call You can choose to retrieve your messages then or place the call Retrieving messages You can pick up messages from your station when away from the office or from another user s ESI Feature Phone 1 Lift the handset and then dial followed by your extension number If calling from the outside at the Main Greeting press and enter your extension number or have the operator transfer you by pressing VOICE MAIL and entering your extension number 2 If required enter your password the ESI phone system will announce the number of new and old messages and will start playback of messages with the oldest new message and continue until all messages and recordings have played Note If while picking up messages you receive a call waiting tone hang up
119. them D 2 User s Guide Voice mail operation AutoPage This feature lets you have outside callers internally page you after they ve been forwarded to your voice mailbox and are listening to your personal greeting see Personal greetings page D 1 You must have personal greeting 3 selected and it must tell callers to press 3 for this feature If the caller dials 3 during the personal greeting he she is placed on hold the system then pages you by name followed by the phrase You have a call on line and the line on which the call is on hold e g John Doe you have a call on line 21 If you don t answer the page within a programmed interval the caller is forwarded back to your extension voice mailbox Note This feature is active if your administrator authorizes your station for it you have set your mailbox to play personal greeting 3 and a directory name is recorded for your station Sample personal greeting 3 for AutoPage Hello This is Rick I m currently unable to receive your call To have me paged throughout the building please press 3 now Otherwise please leave me a message after the tone and I will return your call as soon as possible Moving and deleting a message When you move a message the system accesses another submenu to determine whether you want to move and delete a message or move and save it After you press 6 to move a message the prompt will ask whether you wish to
120. tly contact your ESI Reseller for assistance Condition Procedure Remote Phone display is blank e Check other phone functions If you get dial tone when you lift the receiver and the display is blank the phone is defective e Make sure the Ethernet cable is plugged into the phone s NETWORK jack and not the PC port e f no phone functions operate check the phone power supply It should be plugged into the phone and into an active AC outlet If the display is still blank the phone is defective Contact your ESI Reseller if the phone is defective Remote Phone display shows software version The Remote IP Feature Phone either is faulty or is in fact a non remote Le local IP Feature Phone Contact your ESI Reseller Remote Phone connects but doesn t operate correctly The remote phone may be defective Contact your Reseller or use Esi Test to test all of the Remote IP Feature Phone s capabilities Esi Test is part of the Esi Tools Users Kit and can be installed on a PC from the CD ROM Remote Phone won t connect Important See page A 6 for instructions on connecting a Remote Phone e Check the cable between the phone and network access device router hub or switch This cable should be plugged into the port on the bottom of the phone labeled NETWORK e Check that the link light for the port on router is illuminated If this light is not lit check the power supply connection for the router Check
121. u re connected to XYZ Company when you hear a beep and see that Joe Smith is calling gt XYZ COMPAN 4 12 Ze 2XYZ COMPANY 48 Key SMITH JOE 31 prone SMITH JOE Feature JL LIILLI 4212 In this example Joes call is being transferred to you it s been in the system for 31 seconds 2 You press FLASH and are connected to Joe Note how the arrow moves to indicate the change of connection XYZ COMPAN 4 13 24k XYZ COMPANY 48 Key JSMITH JOE 9 32 Prone SMITH JOE Feature wool LIM LL 9 32 Note If Caller ID is not used the Line number will appear instead of the caller s name or number If Caller ID is used in some instances the local telephone service provider will only show a general caller status such as Unavailable Private or No Data Sent Station to station call waiting You can call or transfer a call to another station that is in use as indicated by the fact that its station key if one exists for iton your ESI Feature Phone is glowing red This generates a call waiting tone in the other station s earpiece and puts a call waiting indication on the bottom line of that station s display as explained in Call waiting display above If the person ignores the call waiting your call or the transferred call will be forwarded to the person s mailbox or other destination set by the installer Background announce feature Not available on 12 Key Feature Phone During call waiting you can a
122. uction press 6 when prompted To add an introduction press 1 when prompted When you ve finished your recording press 1 to stop You will be returned to the original message in your mailbox 7 Delete Deletes the message from the mailbox see Message Recycle Bin page D 9 Main greeting Goes to the main greeting if your system is using the built in auto attendant Save Saves the message it will be played as an old message the next time messages are picked up Save as new Skips over a new message and leaves it as a new message i e it will be played as a new message the next time you pick up messages You must press the 9 key twice within two seconds EN Transfers you to the operator Eg To other mailbox To leave a message in another user s mailbox To disconnect Always press before hanging up if you press it during playback of a message the message and any other unsaved messages will be saved Retrieving messages from another user s ESI Feature Phone Press VOICE MAIL and dial your extension number Follow the procedures described previously see page J 5 J 6 User s Guide Analog stations Analog station programming After logging into your mailbox pressing followed by the mailbox number dial 5 to program 1 Select personal greeting Select the desired greeting number 1 2 or 3 The system will prompts to re record delete hear or select as the current greeting by pressing 1 Reco
123. uide ESI Feature Phone operation SPEAKER key and speakerphone operation For hands free conversation use the SPEAKER key When an outside call rings you can press SPEAKER to connect to the caller via your phone s built in speakerphone This lights the SPEAKER key s LED Or while using the handset you can switch a call to the speakerphone by pressing SPEAKER and hanging up the handset To revert to the handset from speakerphone mode lift the handset again To perform group listening i e have a handset conversation along with the caller s voice broadcast over your speaker press SPEAKER while on a handset conversation but do not hang up the handset Hands free answer internal calls only You can program your phone either to enable or disable hands free answer press PROGRAM 3 5 With hands free enabled an internal call to your station generates a short ring and a double connect tone then automatically connects the caller to your speakerphone With hands free disabled an internal call to your station generates a single ring cadence outside calls ring with a double ring cadence Volume scroll keys The two smaller keys labeled A and Y located just above the dial pad serve two purposes e Adjusting the volume heard through the handset and speaker Your phone will maintain the chosen volume setting until you change it e Serving as scroll keys for operations such as Esi Dex or programming that may show several
124. use Status indicator 3 line 56 character display lamp pg D 9 Volume scroll keys PROGRAM soft feature key pg C 2 ESI DEX soft feature key pg F 1 HELP key for access to Verbal User Guide and tutorial HELP RECORD VOICE MAIL pg B 1 INS Context specific key to select Speaker displayed options P UP VOICE MAIL pickup key key pg D 1 pg E 10 HUTEDND RECORD key E pg D 7 30 programmable feature keys pg C 2 Fixed feature keys Microphone for E 2 built in speakerphone pg a 7 PAGE key pg E 10 Hint On any of these phone varieties including the 60 Key Expansion Console you can perform direct programming by holding down a programmable feature key for at least two seconds similar to how you might program a car radio button This isn t applicable to the fixed feature keys which as their name implies are already programmed A 2 User s Guide Introduction Optional 60 Key Expansion Console for use with the 48 Key Feature Phone The 60 Key Expansion Console adds 60 more programmable feature keys to your ESI Feature Phone You program the Expansion Console s keys just as you d
125. ward no answer key Code 567 Enables or disables the call forwarding no answer feature When this feature is enabled and someone calls your station but receives no answer the call will go to the destination you ve programmed for more details see page E 8 The difference between this feature Code 567 and traditional call forwarding Code 565 is that with this feature your phone actually rings first before going to the selected destination Depending on how the Installer has programmed your system day and night mode for incoming calls and CO line group access may not change upon use of this key AUTO indicates that the system will follow the day night mode tables programmed by the Installer F 12 User s Guide Special keys Message monitor key Code 568 Easily toggle the message monitor mode on or off with this key Otherwise you can perform the toggle by pressing PROGRAM 3 6 and following the prompts Background announce key Code 569 During call waiting you can also make a brief private background announcement see Background announce feature page E 10 to the station s earpiece if the station user has enabled this feature Hold down the key until you hear a beep then begin talking release the key when finished Personal greeting keys Codes 571 573 These keys will provide for easy activation of one or more of your personal greetings see Personal greetings page D 1 The key s LED will be
126. wever no more than four members can be in a single conference If the newest added on members does not answer press his her station key again or press FLASH to return to the original conferees If you place any incoming caller on hold or exclusive hold see Hold exclusive hold operation page E 11 you can add that caller as well to the conference by pressing CONF retrieving the call from hold or exclusive hold and pressing CONF again Any member of the conference can drop out by simply hanging up However when the station that created the conference hangs up all members in the conference are disconnected Individual stations or lines connected to the conference can be dropped from the conference by pressing their station or line key lit green Note Your installer or System Administrator may have enabled trunk to trunk conferencing unsupervised conferencing for your station If so the steps to initiating such a conference are the same as for performing any other conference see above the difference is that you may hang up thus exiting the conference but the remaining members won t be disconnected If this feature isn t enabled your hanging up disconnects all members Important USE OF FEATURES SUCH AS TRUNK TO TRUNK TRANSFER THAT REQUIRE TRUNK TO TRUNK CONNECTIONS WILL INCREASE THE RISK OF TOLL FRAUD IN NO EVENT SHALL ESTECH SYSTEMS INC BE LIABLE FOR ANY DIRECT INDIRECT INCIDENTAL OR CONSE
127. y for transfer to it etc Notes A guest mailbox must have at least one personal greeting recorded to be activated and thus able to accept messages If your system is using IVX Presence Management consult the VX Presence Management User s Guide ESI part 0450 0793 to learn about additional special functionality that may be available to you If you re not sure whether your system is using IVX Presence Management consult your System Administrator For more information about IVX Presence Management visit www esi estech com presence Personal greetings You can record up to three different personal greetings in your own voice indicating your availability to return calls Also you can change the personal greetings as often as necessary by recording over a previously recorded personal greeting See Select personal greeting page D 1 to learn how to program these greetings Retrieving guest mailbox messages from an ESI Feature Phone To retrieve guest mailbox messages from an ESI Feature Phone follow the same procedure described in Retrieving voice mail messages using another user s ESI Feature Phone page D 5 except that you enter your guest mailbox number in the range 300 489 rather than an extension number Keys functions during voice mail message retrieval See the chart on page D 5 Virtual Mailbox Key See Virtual Mailbox Key page D 6 D 10 User s Guide Voice mail operation
128. you press the Location Key for Chicago the display on your phone might look similar to this BEE Feature Feature GN IHR RMTI Phone Phone The boxes on the second line of the display show there are a total of six Esi Link channels active at your location The first two Esi Link remote channels are busy and the rest are idle and available for new calls Or when you press the Chicago Location Key and then dial the remote location extension 112 in this example the display will look like this note that another remote channel is now in use gt J DOE CHI 24Key 3701 CHICAGO 48 Key KOREO RMT O X112 J DOE DU WURR CHICAGO If all Esi Link channels at your location are busy you will see NO RMT CHANNEL 24 Key NO RMT CHANNEL 48 Key 1 QUE Feature Feature T Phone RMT Phone You will then be prompted to press 1 to queue for an available channel If you choose to queue you may press 1 and hang up When a channel becomes available your phone will ring and when answered you can redial the Esi Link number Or if you prefer you can directly dial the location number so in this example you d dial 702112 Throughout this text any reference to pressing the Location Key is interchangeable with direct dialing of the applicable location number H 3 Using Esi Link User s Guide Transferring calls Outside callers can be transferred to remote location extensions departments and mailboxes Note To avoid poor vo

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