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Inter-Tel 8662 Telephone User Manual

1. For example to enter 1 30 you can use the following sequence 1 In numeric mode press Kl Press the ALPHA MODE menu button 2 In alpha mode press Kl five times and then press the NUMERIC MODE menu button 3 In numeric mode press KB 4 In numeric mode press K 5 Press the ACCEPT menu button or EM to accept the entry 28 Inter Tel Model 8662 Endpoint User Guide Using Reach Me Use Reach Me to route calls to the following default destinations e At my desk Calls are sent to your current location based on your status setting e Voice mail Calls are sent to voice mail e Forward to Calls are sent to the extension or outside number entered as the for warding number e Follow rules Calls or instant messages are routed based on default system rout ing rules or routing rules created using Inter Tel Personal Communicator for Web To use Reach Me 1 Do one of the following e Press the REACH ME menu button or Co El KI KM and then go to step 2 e Enter the feature code from the following table and then go to step 3 FEATURE CODE REACH ME SETTING co BAB EE At My Desk oo Bg Voice Mail oo 5 Kd Forward to number co BAB Eg Follow Rules 1 gt pe 4 gt e 4 WA oD 2 Press the BROWSE menu button and then press the NEXT PREVIOUS menu button or f j to scroll through the options 3 Press the ACCEPT menu button or EM to accept the Reach Me setting
2. 43 Wrapping Up a Hunt Group Call 43 Requesting Agent Help 44 Using Bridged Line Appearance 45 iv CONTENTS PAGE VOICE MAIL FEATURES 5e be web vtm EROR end ean emm an ieee siden ne 47 About Voice Mail 0 0 0 ia IIIA EA eee eee hn 47 Mailbox Features cos ces seed eee ee eae ee rx ee eee eee 48 Accessing Your Mailbo k 48 Listening to Voice Mail Messages 48 Re recording or Changing Your Directory Name 48 Changing Your Voice Mail Password 49 Changing the Message Search Order 49 Changing Your Message Envelope 50 Recording and Sending Voice Mail Messages 50 Canceling Unheard Voice Mail Messages 50 Using Special Delivery Options 2 slices m em eee 51 Recovering Deleted Voice Mail Messages 51 Searching for a Voice Mail Contact 51 screening CallS soc deeper kr hed aed ERE ES ERR ede AREE 52 Programming Remote Messaging 52 Voice Mail Flowchart without E Mail Reader
3. 54 E Mail Reader 0 cece eee eee hh hn 55 Entering Your E Mail Password 55 Using Main Menu E Mail Reader Count 57 Accessing Fax Messages 57 Voice Mail Flowchart with E Mail Reader 58 TROUBLESHOOTING TOOLS xx pn RE eeeinrs cue daa RC Rega RR UR aa 59 Contact Information 00 0 cee Rh hh hn 59 Troubleshooting Tips 2 rre ee rr RR eee ed ee ee ee es 60 Default Access Codes accos olla rad mi nha xe hah eee ee 64 Outside Line Access Codes 64 Speed Dial and Attendant Access Codes 64 Feature Codes i acce sura rx eee eee ee eee ee ee eee a ee 65 INDEX so RREXGNSEERBRRX CN AUROROGUR WA AA Nd ARRAS RRR we 69 WELCOME The instructions in this user guide are for using the Model 8662 Session Initiation Protocol SIP end zz INTSR TZL point on the Inter Tel 7000 Network Communica tions Solution The removable Quick Reference Guide is an over view of frequently used features This guide includes the following sections Getting Started An overview of the endpoint how to set up your endpoint and how to initial ize your voice mail account Basic Features How to use common endpoint features such as answering and placing calls fe
4. following table LAMP INDICATION SUBSCRIBER ENDPOINT ACTIVITY Off All of the subscriber s endpoints are idle On One or more of the subscriber s endpoints are busy Blinking Rapidly One or more of the subscriber s endpoints are ringing Blinking Slowl The subscriber is not currently available for calls as 9 y specified by the subscriber s current status z Bridged Line Appearance must be enabled by your system administrator If enabled refer to the Help section provided in Inter Tel Personal Communicator for Web for instructions to enable Bridged Line Appearance feature buttons Contact your system administrator for more information Inter Tel Model 8662 Endpoint User Guide 45 Q mp oa LE gt lt Q ui qu 46 Inter Tel Model 8662 Endpoint User Guide ABOUT VOICE MAIL See page 11 in the Getting Started section to set up your voice mail account and to select and record personal greetings NOTE Voice mail is an electronic mailbox that usually corresponds to your extension num ber However you can have a mailbox that does not correspond to an extension for agents or other personnel who do not have a permanent office Your mailbox may also include and E Mail Reader and Automatic Speech Recogni tion ASR which are advanced voice mail features E Mail Reader accesses your e mail through your voice mail account allowing you to hear your e mail see page 55 You can also save de
5. ANSWERING A CALL To answer a call do one of the following e Lift the handset e Press LINE 39 e Press ANSWER e Press the ANSWER menu button e Press Kl To answer a waiting call either end your current call or place it on hold Then answer the call as described above Inter Tel Delaware Inc October 2006 printed in U S Part no 835 3066 1 REDIALING A NUMBER To redial the last number called Press REDIAL or oo EB E PLACING A CALL ON HOLD While on the call press or the HOLD menu button To return to the call press w or the flashing LINE 33 button TRANSFERRING A CALL 1 While on the call press TRANSFER or the XFR menu button 2 Ifyou are transferring the call to a subscriber dial the extension number If you are transferring the call to an outside number press EJ to connect to an outgoing line and then dial the number OUTGOING or 3 Wait for an answer announce the call 1f desired and then hang up If the extension transferred to 1s unavailable press the flashing to return to the caller PLACING A CONFERENCE CALL 1 While on the first call press CONF or the CNF menu button to place the call on hold 2 Add the conference parties If you are adding subscribers a Dial the extension number and then announce the conference b Press the flashing button or the CNF me
6. LISTENING TO MESSAGES MEO awl sid PERSONAL OPTIONS While th LETA 1 Press the Message button to He the message IS playing listen toa specific message Record Greeting EB Back Up EN or dial the voice mail exten sion number Primary Greeting EB Pause EN 2 poc password and then Alternate Greeting III Move Forward it T System Greeting 3 Lower Volume 4 you are not prompted for your password press F See Recording Options Play the Envelope E enter your mailbox number Record Directory Name EJ Higher Vol 6 and password and then press See Recording Options igher Volume Record Change Password Save the Message Delete the Message EB SUBSCRIBER MAILBOX MENU Change Envelope Settings El Pen Time Date EN Skip to the End EB New Mess 1 fee ree EN Message Source i After the message Record EN Message Length 3 Replay Message EB Saved Messages All Options EN Reply to the Message EB Personal Options ES None E Voice Mail Message Message Options El Remote Messaging E Call Back EN Disable ASR E Primary Cascade ET Forward a Copy EN See Recording Options RECORDING OPTIONS Alternate Cascade llli S inue E E z o to Previous ssage Dial the mailbox number More Options EB i EH reply to a message or for Fax Number EN Play the Envelope ward a message i s Go to Next Message Gl
7. get the following error message CANNOT ACCESS FEATURE The feature is enabled but other feature related conditions were not met Retry making sure that all feature related conditions are met get the following error message FEATURE ACCESS BLOCKED The feature is enabled but other feature related conditions were not met Retry making sure that all feature related conditions are met get the following error message INVALID DESTINATION The extension number entered does not exist Retry using a valid extension number get the following error message NETWORK ERROR A network connection error occurred Reset the endpoint see page 10 If the endpoint does not work properly after resetting contact your system administrator nter Tel Model 8662 Endpoint User Guide 61 Za e Cc W C m n I o o zi z 9 TROUBLESHOOTING TIPS ENDPOINT AND SYSTEM FEATURES PROBLEM SOLUTION get the following error message The system licensing is not configured properly Contact your system administrator for assistance INVALID LICENSE get the following message Remote Survivability mode is enabled The following features will work in Remote Survivability mode REMOTE e Place and answer intercom and outside calls SURVIVABILITY ON e Place emergency calls if a Session Initiation Protocol SIP gate way is enabled for
8. Inter Tel Model 8662 Endpoint User Guide 5 What You See and Hear The model 8662 has many audio and visual signals to indicate feature activity The following are a few helpful tips o I W o STARTED e Feature lamps may be unlit TNE lit LNE 0 or flashing LINE 3 to indicate call or feature activity e A red lamp indicates that a call is ringing holding or active on your endpoint e All feature lamps illuminate at the same time for a few seconds when the end point is resetting or powering on see page 10 e The following errors may cause an error tone Pressing an invalid button combination Trying to select a restricted feature Dialing a restricted or invalid number Dialing too slowly between digits Waiting too long before performing the next step To correct hang up and try again e Many features time out if you wait too long before performing the next step If this happens you must start over e Off hook means the handset is lifted on hook means the handset is in the cradle e The Message Indicator lamp flashes when there are waiting mes sages and duplicates the button signals I I I Endpoint Connectors The Model 8662 endpoint connectors include Headset Jack Handset Jack e Handset jack Connects to a handset e Headset jack Connects to a headset e Personal computer PC port Connects to a PC or another 10 100 Ethern
9. o W o STARTED If your feature buttons are not labeled or if they are labeled incor rectly you can print new labels using Inter Tel Personal Communicator NOTE for Web If necessary contact your system administrator to have the correct labels installed BUTTON ACTION PAGE tj Switch between handset and handsfree calls 14 mn Adjust volume settings or scroll through feature options 9 w Place a call on hold 20 LINE Select an outside line or answer a call 16 lt lt MUTE Mute the microphone or backspace when entering dialpad digits 21 STATUS Change status settings 27 PAGE Place a page 26 PERSONAL Access your Personal contact list 37 DIR Access the Directory contact list 38 REDIAL Redial the last number called 18 CONF Place a conference call 24 TRANSFER Transfer a call pr MESSAGE e messages or toggle between alpha and 25 FORWARDP Forward calls or move forward when entering dialpad digits 29 PARK Park a call to an orbit number 20 PICKUP Pick up answer a parked call 20 CALL LOG View recent missed incoming and outgoing calls 36 SEARCH Search the Directory contact list 38 GROUP Browse Group contact lists 37 ANSWER Answer a call 14 OUTGOING Place an outgoing call 18 Oo Activate a feature 13
10. The Inter Tel 7000 Network Communications Solution advanced features provide you with the latest communication technologies PRESENCE MANAGEMENT Presence management features enable you to e Inform subscribers of your availability and direct calls based on your status see below e Route incoming calls using Reach Me see page 29 e Use routing rules to set and change how your calls are routed based on the caller type of call and destination see page 29 Changing Your Status Your status reflects your availability The seven default status settings are shown in the following table IDENTIFIER STATUS m 8 Availabl z EB vailable ez E Unavailable a D is Send Calls to lt number gt EN In Meeting Until time E Out to Lunch 6 Gone Home On Vacation Until lt date gt The IN MEETING UNTIL and ON VACATION UNTIL status settings allow you to enter the time or date you will return For example if you select IN MEETING UNTIL as your status setting and enter 3 30 as your return time your endpoint displays IN MEETING UNTIL 3 30 The SEND CALLS TO status setting allows you to forward incoming calls to another extension or outside number If your status is not set to AVAILABLE default routing settings send your calls to voice mail However you can change your default status settings or add statuses using Inter Tel Personal Communicator for Web Inter Tel Model 8662 Endpoint User Guide
11. from any menu to return to the main menu e Say Help from any menu to get help information for the given menu e Say Good bye from any menu to log off and disconnect from the call e Say Replay to replay the entry e Say Previous to hear the previous entry e Say Next to hear the next entry e Say Enable to enable the given rule e Say Disable to disable the given rule 40 Inter Tel Model 8662 Endpoint User Guide To activate a feature from the voice portal using voice commands 1 If necessary contact your system administrator for the voice portal number and your PIN Dial the voice portal number enter your PIN and then press EJ If you are calling from another system endpoint press when prompted for your password Then enter your mailbox number PIN and then press EM The system asks How may I help you today 2 Say one of the following menu options and then follow the voice prompts Status Change your status If your status requires a time date or forwarding number say the information after the status For example In meeting until 3 00 See page 27 for more information on changing your status settings Messages Listen and reply to messages See page 25 for more information on using messages The following types of messages are available Text see page 25 Voice mail 1f voice mail is enabled see page 26 E mail 1f E Mail Reader is enabled see page 55 Fax if
12. reply to a message or for Fax Number 1 Go to Previous Message Eu ward a message 2 Record your message Message Order il Play the Envelope E Pause EN E Mail Rdr Count EE Go to Next Message 6 Continue EB Transfer Method El Save the Message Erase EN MESSAGE ORDER Delete Message E a H After recording New Messages EN a ii REMOTE MESSAGING Replay EN Saved Messages EN EN uL Program Cascade Level iS Append E First In First Out EN Enter cascade level number then 9 Erase re record El Last In First Out 2 Change EN Copy 4 TRANSFER METHOD Personal EN Delivery Options EN Unannounced EB Pager Screened 2 Enter Time of Day EN DELIVERY OPTIONS Announce Only Set Days of Week Private EN MESSAGE OPTIONS Weekdays EU Certified Cancel Unheard Messages All Days EN Priority y Recover Deleted Messa 2 Individual Day 1 7 EN Send ES Voice Mail EN Select Message Category m Send and Exit Hang Up E Mail EN All Messages EB Facsimile EN Priority Messages Zl 58 Inter Tel Model 8662 Endpoint User Guide Troubleshooting Tools This section includes information to help solve problems that you may be experienc ing with your endpoint Refer to this section before contacting your provider or sys tem administrator Troubleshooting top
13. 2 Dial the extension number A confirmation notice appears MESSAGE LEFT FOR JOHN SMITH To cancel a sent text message 1 Do one of the following e Press MESSAGE and then press the CANCEL MESSAGE menu button e Press CO EB EB ER 2 Dial the extension number 3 Press the DELETE menu button or to cancel the message A confirmation notice appears MESSAGE DELETED To view reply to or delete a text message Message button and lamp are flashing 1 While the handset is on hook press MESSAGE J or the VIEW MESSAGE menu button Then lift the handset if desired 2 If there is more than one message press the gt gt lt lt menu button or 1 mi to scroll through the messages Press the VIEW TEXT menu button to view the message 3 Press the REPLY menu button or Kl to call the subscriber or press the DELETE menu button or E to delete the message Instant messaging IM may or may not be enabled for your system If enabled use Inter Tel Personal Communicator for Web or Inter Tel Personal Communicator for Windows for IM Inter Tel Model 8662 Endpoint User Guide 25 E m gt 4 Cc E m o Leaving and Listening to Voice Mail Messages Use voice mail to record a message and send it to a subscriber s mailbox To leave a voice mail message 1 Do one of the following e Press MESSAGE and then press the LEAVE VMAIL menu button e Press CO KB EM 2
14. 4 Inter Tel Model 8662 Endpoint User Guide LCD and Menu Buttons The Model 8662 has a six line LCD When the endpoint is idle the top two lines show user and system information including nO gt LE Z Bo e Extension number e Subscriber name e Time and date e Call information during a call e Message indication after receiving messages If your status is not set to available see page 27 your status setting displays on the first line instead of your display name and extension number The system time and date or a status return time or date display on the second line 68089 John Smith Unavailable 10 30 MON OCT 24 9 00 WED OCT 26 Available Status Unavailable Status The bottom four lines display a feature menu which changes according to the feature you are using Press the menu button closest to an option to select it Display Name or Status 68089 John Smith and System Information 10 30 MON OCT 24 REACHME STATUS CONTACTS CALLS Feature Menu default configuration your system may vary i OUTGOING YMAIL Some features displayed on the LCD may be abbreviated because the LCD displays only 16 characters on each line See the following table for feature abbreviations ABBREVIATION WORD PHRASE CNF Conference CUR LOC Current Location DCP Direct Call Pickup HOLD CL Hold Call LCR Last Call Received PKUP Pickup VMAIL Voice Mail XFR Transfer
15. The time and date are set by the system administrator Contact your system administrator if you notice that the date and time are incorrect am experiencing audio problems on my endpoint such as echo dis torted sound or choppiness Contact your system administrator if you are having audio problems My endpoint is located in my home use a cable modem and cannot download new firmware upgrades Unplug the endpoint from the router and plug it directly into the cable modem bypassing the router completely After downloading the upgrades you can reconnect the endpoint to the router cannot route calls with the end point don t have any messages but the Message lamp continues to flash Use Inter Tel Personal Communicator for Web to enable or modify call routing Press OO Ell El EB to disable the lamp This works only if there are no messages and a system error is causing the lamp to flash My status changes automatically and don t know why Your status may be set to change when your personal computer is idle or when an event scheduled in your Microsoft Outlook calendar changes your status map settings To check the idle setting From the system tray right click on i and then click Options Status tab Then check the setting in the When my computer becomes idle panel To check the calendar map settings From Inter Tel Personal Com municator for Web click Options tab P
16. Enter the new password 4 to 12 numeric digits and then press EM Press to accept the password or press Kl to erase and re enter the password aR WN Changing the Message Search Order You can change the order in which you retrieve your new and saved messages based on the date and time in which they are received When more than one message is left in your mailbox the search order can be configured as first in first out or last in first out If E Mail Reader is enabled for your mailbox changing the message search order applies to your voice mail e mail and fax messages When you call the system voice mail number to access your mailbox by default your messages are prioritized as first in first out However when you use a Message button to access your mailbox to listen to a specific message by default your messages are prioritized as last in first out To synchronize your account change the message search order to last in first out see below lt mO o am m or If you do not change your message search order to last in first out NOTE you may hear the There are no further messages prompt even when you have additional messages To change the message search order Access your mailbox see page 48 and then follow the voice menu prompts and use the appropriate Voice Mail flowchart on page 54 without E Mail Reader or page 58 with E Mail Reader for the step sequence Inter Tel Model 8662 Endpoi
17. If you selected FORWARD TO enter the extension or outside number and then press the ACCEPT menu button or EM to accept the forwarding number Changing your Reach Me setting also changes your status setting For example changing your Reach Me setting to VOICE MAIL also NOTE changes your status setting to UNAVAILABLE Changing your Reach Me setting to AT MY DESK also changes your status setting to AVAILABLE Routing rules can be added or changed using Inter Tel Personal Communicator for Web Contact your System administrator for more information Inter Tel Model 8662 Endpoint User Guide 29 ADVANCED SUBSCRIBER FEATURES Advanced subscriber features allow you to e Lock your endpoint see below e Bypass routing rules to contact other subscribers see page 30 e Redirect active or incoming calls using Hot Rules see page 31 e Find and call contacts using Personal Assistant see page 32 e Record calls and voice memos using Record A Call see page 32 e Logon to other endpoints using Hot Desking see page 33 e Allow multiple subscribers to listen to a caller using Group Listen see page 34 e Monitor other subscribers call activity using Monitor Account see page 34 e Contact subscribers using the Outbound Communication menu see page 35 e View or return recent calls using your Call Log see page 36 e Find and contact others using contact lists see page 37 e Access Inter Tel Personal Co
18. Press Ell or say Days and then select one of the following options e Press Hl or say Weekdays for Monday through Friday e Press KM or say Days for all days e Press Kf or say Days to select individual days You are prompted to say or press numbers 1 to 7 which correspond to the days Sunday through Saturday 7 Press Ell or say Time Then say or enter the times you want the message noti fication to start and stop Enter or say the times with two digits for the hour and two digits for the minutes for example 0900 9 00 A M If entering the time in 12 hour format e Press or say AM for A M e Press KM or say PM for P M For 24 hour notification program the starting and ending times to be the same lt ure Hs LE m or 8 Press Ell or say Category You have the following options e Press E or say All Messages for all messages e Press Ellor say Priority for priority messages only 9 Press EJ or hang up to save the settings and exit If the system is unable to reach you using Remote Messaging you NOTE will receive a voice mail message stating that notification could not be completed Inter Tel Model 8662 Endpoint User Guide 53 VoicE MAiL FLOWCHART WiTHOUT E MAiL READER In most menus you can press or say Cancel to return to the previous menu or press E or say Accept to accept the option
19. 27 To change your status 1 Press STATUS or the STATUS menu button 2 Do one of the following e Enter the status identifier from the table on page 27 e Press the BROWSE menu button and then press the NEXT PREVIOUS menu button or Jj to scroll through the options If the status includes a time date or forwarding number enter the information using the dialpad buttons See the following table for dialpad button character descriptions 3 Press the ACCEPT menu button or EM to set the status NUMBER OF TIMES BUTTON IS PRESSED IN ALPHA MODE BUTTON 1 A 3 a 5 6 7 8 9 10 14 12 13 EN 1 ee Me ee i EN A B C 2 a b c EN D E F 3 d e f ES G H 4 g hii m i E k Ll5 jlkli z5 E M N O 6 m n o q P Q R S 7 p q r S qu ER Tlulvlaltflulv EN WX Y Z 9 w x y Z 0 0 Qs ii amp Yo To use the dialpad to enter characters Press the dialpad buttons to enter characters If the dialpad is currently set to enter numeric characters numbers switch to alphanumeric letters numbers and sym bols by pressing the ALPHA MODE menu button or MESSAGE Return to numeric by pressing the NUMERIC MODE menu button or MESSAGE Press lt lt or lt MUTE to move the cursor backward deleting the last character s entered or press gt gt or FORWARD to move the cursor forward
20. EN Enable Rule EN Voice Mail below EN Friends EB Disable Rule Text EN Blocked 4 Previous Rule EN E Mail and Fax below Previous Menu Next Rule Ka Ret rnto Main Menu CALL LOG OPTION page 36 Previous Menu For voice mail e mail and fax messages see the appropri Missed Calls EN ate Voice Mail flowchart on Incoming Calls EN CONTACT OPTIONS page sr page 54 without E Mail If the contact is not a sub Outgoing Calls Reader or page 58 with E going EN scriber the system automati Mail Reader for the step Previous Menu cally places the call If the sequences entry is a subscriber the Out bound Communication voice menu is activated below Y SELECT ENTRY OPTION HEAR TEXT MESSAGE page 25 Replay Text Message EE Replay Entry Return Call Previous Entry Reply to Text Message E Find Me Previous Message EN Ka Delete Message EB Previous Menu EN Leave Text Message EN Leave Voice Mail Call Primary Number El Next Message Next Entry BREE Previous Menu 42 Inter Tel Model 8662 Endpoint User Guide HUNT GROUPS Your system may be programmed for hunt groups A hunt group is a group of sub scribers who share a common extension in addition to having individual extensions This allows calls to be directed to anyone in the hunt group using the hunt group extension number or to a subscriber in the hunt group using the subscriber s exten sion number There ar
21. Press the NEXT PREVIOUS menu button or 1 mti to scroll through the contact options displayed on the second line 3 Press the CONTACT menu button or EM to activate the selection 1 gt pe 4 gt cz WA oD Contact numbers can be entered or changed using Inter Tel Personal Communicator for Web T IM may or may not be enabled for your system If enabled Inter Tel Personal Communicator must be used for instant messaging Contact your system administrator for more information Inter Tel Model 8662 Endpoint User Guide 35 Using Your Call Log Your Call Log is a record of recent missed incoming and outgoing calls up to the last 50 calls for each type For each call you can see who the call was from to and when the call occurred You can also place calls from the Call Log To use the Call Log 1 Do one of the following e Press CALL LOG or the CALLS menu button and then go to step 2 e Enter the feature code from the following table and then go to step 3 FEATURE CODE CALL LOG OPTION Oo EJ EE EH Missed Calls Oo EE EE EA Incoming Calls Co EJ EE EE Outgoing Calls 2 Select one of the following options e Press Kill or the MISSED CALLS menu button for missed calls e Press El or the INCOMING menu button for incoming calls e Press Kl or the OUTGOING menu button for outgoing calls 3 Press the NEXT PREVIOUS menu button or 1 200 to scroll through t
22. notify you of new voice mail messages from 5 00 P M to 10 00 P M on weekdays You can also use an alternate cascade to notify you of new messages on weekends See page 53 to set up Remote Messaging E Remote messaging may or may not be enabled for your system Contact your system administrator for more information 52 Inter Tel Model 8662 Endpoint User Guide To set up Remote Messaging for voice mail messages Access your mailbox as described on page 48 Press Ell or say Personal to select the Personal Options Menu Press Kl or say Remote to select Remote Messaging Select one of the following options WORN e Press Klllor say Primary to set up a primary cascade e Press E or say Alternate to set up an alternate cascade 5 Press or say Level and then enter or say the number 1 to 9 of the level you want to program Then select one of the following options e To set up or change an extension or outside number Press Ell or say Number and then select one of the following options Press Kl or say Internal for an extension number and then say or enter the number Press El or say Outside for an outside number and then say or enter the number e To set up or change pager notification select one of the following options Press Kllor say Pager Press Ell or say Personal Then press Kll or say Change to enable or disable the number 6
23. settings can be enabled using Inter Tel Personal Communicator for Web T If E Mail Reader is enabled you can also check your e mail and fax messages see page 55 Inter Tel Model 8662 Endpoint User Guide 39 The voice recognition system understands a variety of word combinations when acti vating menu commands see the following table MENU OPTION POLITE QUESTION CHANGE OPTIONAL Status Please What is Set My Availability May Give me Change Current Messages Can Tell me Modify Place Place Call need to Get Make Call Log would like to Retrieve A Look Up want to At Browse Could To Routing Call Add Contact The following examples are word combinations from the previous table used in voice commands To get your status you can say What is my current status d i d Question Optional Menu Words Words Option Or the command can be as simple as Get Availability Question Menu Word Option fm wi ty 9x D te gt lt q aw qu To call a contact you can say Please place a call to John Smith Slee Polite Optional Contact Word Words Name Or the command can be as simple as Call John Smith Optional Contact Word Name e Say Back from any menu to return to the previous menu e Say Main Menu
24. the handset in the cradle to switch back to the headset To connect and enable the headset 1 Insert the headset plug into the headset jack see page 6 2 Do one of the following e Press CO EB Ell Ell Headset on e Press CO EB EB EM Headset on off To disconnect and disable the headset 1 Remove the headset plug from the headset jack 2 Do one of the following e Press CO EB EB EB Headset off e Press CO Ej KB EM Headset on off Validating Your Location for Placing Emergency Calls Before using your endpoint make sure that it is validated in the system for placing emergency calls See page 16 for more information on placing emergency calls To validate the location Press OO Gi EB Kl Your location is validated if the fol lowing confirmation notice appears LOCATION VALIDATED If any other message appears contact your system administrator 10 Inter Tel Model 8662 Endpoint User Guide VoicE MAIL SETUP See Voice Mail Features on page 47 for more information on using system voice mail features no gt a LE Z Bo Voice mail instructions include Automatic Speech Recognition ASR voice com mands which can be used instead of pressing the dialpad buttons if ASR is enabled for your system see page 47 Initializing Voice Mail If necessary contact your voice mail administrator for the voice mail extension num ber and your voice mail password Your voice mail password is also your per
25. used during a handsfree call To enable Group Listen during a call do one of the following e Press Oo EB EE Group Listen on e Press CO Ell Ei El Group Listen on off To disable Group Listen do one of the following e Press Co Ell EJ Ell Group Listen off e Press co Ell EM El Group Listen on off e Hang up Using Monitor Account Monitor Account allows you to assign feature buttons to other subscribers using Inter Tel Personal Communicator for Web When enabled you can use your Monitor Account buttons to e Call the subscriber by pressing the button assigned to the extension e Transfer a call to the subscriber by pressing the button you do not have to dial the extension number fm wi ty 9x E te gt lt q Du qu e Monitor the subscriber s call activity The assigned feature button lamp indicates the subscriber s call activity as shown in the following table LAMP INDICATION SUBSCRIBER ENDPOINT ACTIVITY Off All of the subscriber s endpoints are idle On One or more of the subscriber s endpoints are busy Blinking Rapidly One or more of the subscriber s endpoints are ringing Blinking Slowly The subscriber is not currently available for calls as specified by the subscriber s current status You can monitor your own account The blinking feature button lamp TIP will help to remind you to change your status from unavailable for calls to available after you hav
26. your system Transfer calls Place conference calls Send calls to forward Place calls on hold Page subscribers Redial calls Use Last Call Return Send and receive text messages Send delete and forward voice mail messages TOOLS 62 Inter Tel Model 8662 Endpoint User Guide o zZ O e lt 7p Ww E a O ag TROUBLESHOOTING TIPS VOICE MAIL FEATURES PROBLEM SOLUTION cannot use one or more of the voice mail features described in this guide Your system may not support the feature or your system administrator may not have enabled the feature Contact your voice mail administra tor for more information get a Mailbox almost full or full message No new messages can be received until waiting or saved messages are deleted get a Mailbox quota grace limit reached message The voice mail system grace limit has reached its capacity This fea ture allows a mailbox to overfill beyond normal capacity When the quota grace limit has been reached this announcement is played Contact your voice mail administrator for assistance My e mail password has expired for my e mail client and have to change it Do also have to update it for my mailbox If you change your e mail password you will be prompted to update it for E Mail Reader See page 55 for additional information about enter ing your e mail password cannot retrieve
27. 2 Place the voice announce The called party hears the announcement over the external speaker Queuing for a Subscriber If a called extension is busy queuing for the subscriber notifies you with a callback when all endpoints assigned to the subscriber are idle and when the subscriber s status is available for calls The system calls you when the subscriber is available To queue for the subscriber 1 While on the call press the QUEUE menu button or co EB EB 2 Enter the extension number and then hang up To cancel the queue Answer the callback and then hang up E OHVA may or may not be enabled for your system Shared forked extensions cannot use OHVA Con tact your system administrator for more information Inter Tel Model 8662 Endpoint User Guide 17 Placing Outside Calls Outside calls are calls placed to parties outside of the organization To place an outside call 1 With or without the handset lifted do one of the following e Press OUTGOING e Press the OUTGOING menu button e Press the Outgoing Call access code The default code is E 2 Dial the number If you enter an incorrect digit press lt 4 MUTE to move the cur sor backward deleting the last digit s entered BASIC Using Billing Codes Billing codes are used to categorize calls If they are used in your organization you may be prompted to enter a billing code when placing outside calls Contact your sys tem admi
28. 41 INTER TEL PERSONAL COMMUNICATOR FOR VOICE FLOWCHART The following flowchart provides step sequences for activating voice portal features when using the dialpad buttons Press in any menu to go back one menu level Press EM to accept an entry without waiting for the time out Contact your system administrator for the voice portal number Dial the voice portal number enter your PIN and then press EZ If you are calling from another system endpoint press when prompted for your password Then enter your mailbox number PIN and then press EA Then select one of the follow ing options Status Kl Messages E Place Call EJ Routing EJ SET STATUS page 27 SELECT A CALL OPTION ROUTING OPTION page 29 Get Current Status EB Browse Group EN Change Reach Me EB Change Status EN Dial a Number EN Review Routing Rules E Return to Main Menu Call Log Return to Main Menu Return to Main Menu CHANGE STATUS page 27 eee SELECT REACH ME OPTION DIAL A NUMBER Available i f EN Enter the number and then Current Location ER Unavailable EN press EJ Voice Mail 2 Send Calls To Place Call EN Phone Number E 4 In Meeting Until EN Re enter Number E Follow Routing Rules EJ S a Out to Lunch EB Previous Menu Previous Menu Gone Home 6 BROWSE BY GROUP page 37 ROUTING RULES OPTIONS Elm On Vacation Until Family EN Replay Rule EN SELECT MESSAGE TYPE VIP
29. 62 Record A Call 85 Record A Memo 58 Redial 00 Send to Destination 48 Silent Monitor 80 Silent Monitor Barge In 91 Speed Dial Station 01 to 19 Speed Dial System 200 to 299 Station Monitor 83 Status 89 System Mode Default 681 System Mode Default Night Toggle 680 System Mode Night 682 Text Message Delete Message 522 Text Message Send Message 520 Transfer on Connect 79 Transfer to Hold 46 Transfer to Ring 45 Update Configuration 607 Voice Mail Message Leave 93 Inter Tel Model 8662 Endpoint User Guide 7 e Cc W C m n I o o zi Zz 9 o fe fe ac N W E a 0 a Inter Tel Model 8662 Endpoint User Guide A Access codes 64 Accessing your mailbox 48 Activation code 8 Adding a party to conference calls 24 Administrators types 59 Alternate greeting recording 12 Annoyance Call Trace using 21 Answering a waiting call 15 Answering calls 14 Audio problems 60 Auto Answer Incoming enabling and disabling 14 Auto Answer Outgoing enabling and disabling 14 Auto Answer using 14 Auto Line Answer using 15 Auto logon 26 41 48 Automatic Speech Recognition 11 47 B Background music volume adjusting 9 Billing codes using 18 Bridged Line Appearance using 45 Buttons dialpad 3 dialpad button descriptions 28 38 51 56 feature 3 feature descriptions 4 Hold 3 LCD menu 3 5 Mute 21 Speaker 3 Special 3 Star 13 Volume C
30. ATURE NAME CODE FEATURE NAME CODE Agent Help Request 84 Last Call Return 69 Agent Help Reject 62 LCD Contrast Level 39 Annoyance Call Trace 57 Location Information 610 Auto Answer Incoming On Off 432 Location Validation 611 Auto Answer Outgoing On Off 382 Lock Endpoint 31 Auto Line Answer On Off 322 Message Menu 521 Auto Redial 35 Mute On Off 33 Background Music On Off 51 Off Hook Voice Announce 59 Barge In 81 Outbound Caller ID Block 67 Billing Code Enable 50 Outbound Caller ID Unblock 82 Caller ID On Off 34 Page 75 Call Log Select Type 410 Personal Assistant 64 Call Park 98 Queue Callback Request 44 Call Park Pick Up 99 Reach Me Follow Rules 564 Clear Alarm Current 631 Reach Me Select Type 560 Clear Alarms All 630 Record A Call 85 Conference 55 Record A Memo 58 Contacts Search 301 Redial 00 Contacts Select Type 300 Send to Destination 48 Direct Account Access 97 Silent Monitor 80 Direct Endpoint Access 96 Silent Monitor Barge In 91 Directed Call Pickup 53 Speed Dial Station 01 19 Display User Info Time Date 65 Speed Dial System 200 299 Group Call Pickup 54 Station Monitor 83 Group Listen On Off 492 Status 89 Headset On Off 402 Text Message Delete 522 Hold 36 Text Message Send 520 Hot Desking Log In Log Out 872 Transfer on Connect 79 Hot Rules 42 Transfer to Hold 46 Hunt Group Log In Log Out 882 Transfer to Ring 45 Hunt Group Wrap Up 86 Voice Mail
31. Connect to others using contact features see page 37 e Messages Contact other subscribers using text messages voice mail messages and instant messages see page 25 e Feature options Modify or add settings to system features Most Inter Tel Personal Communicator features can be accessed from your endpoint however some features or settings may require at least one of the following portals e Inter Tel Personal Communicator for Web shown below e Inter Tel Personal Communicator for Windows e Inter Tel Personal Communicator for Internet Explorer e Inter Tel Personal Communicator for Outlook e Inter Tel Personal Communicator for Voice Except for Inter Tel Personal Communicator for Voice see page 39 this user guide does not include instructions for using portals For portal instructions refer to the context sensitive Help sections included in each portal Help Link Log Off Themes Downloads Help Personal Communicator E Contacts Messages Rules Call Log Phone Options John Manage your statuses Add Status Smith vu eae get a Statuses a acne colis to Availability Name Location Identifier 68089 Bj Send IMs to Availabl L 1 P C for Windows 4 dnd B Inter Tel P C for Windows Current location 3 i E 68089 E 68089 Shimii E Inter Tel P C for Windows Instant messaging may or may not be enabled for your system Contact your system administrator for more information 2
32. DA To use Transfer to Ring 1 While on the call press TRANSFER or the XFR menu button If you are transferring the call to an extension dial the extension number If you are transferring the call to an outside number press OUTGOING or the Out going Call access code RJ and then dial the number 2 Do one of the following e Hang up to complete the transfer e Wait for an answer announce the call if desired and then hang up A con firmation notice appears BASIC 7 LL a 2 E lt W Lu TRANSFER SUCCESSFUL To use Transfer to Hold 1 While on the call press OO EB I 2 Dial the extension number and then do one of the following e Hang up to complete the transfer e Wait for an answer announce the call if desired and then hang up A confir mation notice appears TRANSFER SUCCESSFUL To use Transfer on Connect 1 While on the call press CO Kill EB If you are transferring the call to an extension dial the extension number If you are transferring the call to an outside number press KM and then dial the number 2 After the call is answered hang up A confirmation notice appears FEATURE REQUEST SUCCEEDED 22 Inter Tel Model 8662 Endpoint User Guide Using Send to Destination Send to Destination allows you to send incoming calls to another extension or outside number To use Send To Destination 1 While a call is ringin
33. Dial the extension number 3 Leave your voice mail message and then hang up To listen to a new voice mail message Message button and lamp are flashing 1 While the handset is on hook press MESSAGE 3l or the VIEW MESSAGE menu button Then lift the handset if desired 2 If there is more than one message press the gt gt lt lt menu button or m wj to scroll through the messages ipi LL a 2 E lt W Lu 3 Press the LISTEN menu button or EM to connect to your mailbox enter your password and then press EZ To avoid entering your password each time you access your mailbox TIP you can use Inter Tel Personal Communicator for Web to enable Auto Logon settings Options tab Preferences Edit Voice Portal Paging Subscribers A page is an announcement through endpoint speakers or external speakers The Pag ing feature uses page groups to prevent announcements from transmitting through every endpoint in the system Contact your system administrator for page group num bers and list them below for your convenience PAGE GROUP NUMBER To use the Page feature 1 Press PAGE or Co Kl KJ 2 Enter the page group number A confirmation notice appears PAGE IN PROGRESS 1 30 FRI DEC 16 3 Place the page announcement and then hang up To cancel the page Hang up or press the END CALL menu button 26 Inter Tel Model 8662 Endpoint User Guide
34. E Some features work only with Inter Tel endpoints connected to the Inter Tel 7000 Network Communications Solution FEATURE NOT ENABLED E m gt 4 Cc A m Because the Model 8662 is dynamic and programmable there may be multiple ways to access and use features For example to answer a call you can Lift the handset Press the flashing ANSWER Press LINE 3 button Press the ANSWER menu button Press i For ease of use when there are multiple ways to activate a feature this user guide may describe the most common method s only To activate a feature using the feature code Press Co before entering the feature code You can also use EM but this will not activate features while on a call System feature codes are listed on page 65 To cancel a feature Press the EXIT menu button or while in the feature menu Inter Tel Model 8662 Endpoint User Guide 13 ANSWERING CALLS Your endpoint may be preset to automatically answer intercom internal calls using the Auto Answer feature see below After disabling Auto Answer you can answer calls using your handset or headset To answer a call Lift the handset or press I to answer a call while using a headset or to answer a call handsfree If you are currently on a call press the flashing button to answer waiting calls see page 15 Using Auto Answer Auto Answer automatically answers calls from other subscrib
35. E Mail Reader is enabled see page 55 Place Call Place a call to a contact See page 37 for more information on con tacts and contact lists Call Log Listen to Call Log entries If the entry is a subscriber you are directed to the Outbound Communication voice menu See page 36 for more information on the Call Log see page 37 for more information on the Outbound Communication menu 1 gt pe 4 gt cz WA 0 Look Up contact Look up and call a contact If the contact is a subscriber you are directed to the Outbound Communication voice menu See page 37 for more information about using contact lists see page 37 for more information on the Outbound Communication menu Add Contact Add a contact to your Personal contact list See page 37 for more information on contact lists The system asks for the following information spelled one letter at a time Say Skip or press E to skip an entry option First name Middle name Last name Company name Company phone number Browse group Search for and call a group contact See page 37 for more information on Group contact lists Routing Review or change routing rule options based on default system rout ing rules or routing rules created in Inter Tel Personal Communicator for Web You can enable Auto Logon using Inter Tel Personal Communicator for Web see page 48 Inter Tel Model 8662 Endpoint User Guide
36. Features available while in Remote Survivability 62 canceling 13 endpoint 3 time out 6 Firmware updating 7 Flowchart Inter Tel Personal Communicator for Voice 42 voice mail with E Mail Reader 58 voice mail without E Mail Reader 54 G Greeting alternate 12 personal 12 personal changing your 12 primary 12 system 12 Group Call Pickup using 23 Group contact list 37 Group Listen using 34 H Handset 3 jack 6 off hook 6 on hook 6 volume adjusting 9 Headset jack 6 using 10 volume adjusting 9 Hold call returning to 20 conference placing on 24 placinga callon 20 Hold button 3 Hot Desking using 33 Hot Rules using 31 Hunt groups advanced 43 basic 43 logging in and out of 43 wrap up timer using 43 Initializing voice mail 11 Instant messaging 25 Internal calls placing 16 Inter Tel 7000 system 1 contact information 59 Personal Communicator 2 Personal Communicator for Voice flowchart 42 Personal Communicator for Voice using 39 L LAN Power jack 6 Last Call Return using 18 LCD contrast adjusting 8 menu buttons 3 5 Location validating 10 Locking Your Endpoint 30 Mailbox password changing 49 Mailbox accessing 48 Main Menu E Mail Reader Count using 57 Menu buttons 3 5 Message envelope changing 50 Message Indicator lamp 3 6 25 Message Notification Retrieval MNR 48 Message search order changing 49 Messages error 61 instant 25 text canceling 25 replying to 25 usin
37. Inter Tel Model 8662 Endpoint User Guide ABOUT YOUR ENDPOINT The model 8662 endpoint features include e Liquid crystal display LCD Displays user and system information and a fea ture menu no gt LE Pd Bo e Message Indicator lamp Indicates message activity e LCD menu buttons Select feature options from the LCD e Hold button Places calls on hold e Special button Activates features e Feature buttons Provide quick access to system features e Dialpad buttons Used for entering numbers letters and symbols e Volume Control button Changes volume settings also used for scrolling through feature options e Speaker button Switches from handset to handsfree or headset calls e Handset Includes a hearing aid compatible speaker e External speaker and microphone Allow handsfree calls see page 14 Message Indicator um Lamp Handset External Speaker Speaker Button Volume Control Special Button Button Feature Buttons Dialpad Buttons External Microphone behind slot on underside This is the default Model 8662 configuration Your endpoint features NOTE may not be programmed or located as displayed above Contact your system administrator for more information Inter Tel Model 8662 Endpoint User Guide 3 Feature Buttons Feature buttons provide quick access to commonly used endpoint features Some default feature buttons are described in the following table
38. Message Leave 93 NOTICE This user guide is released by Inter Tel Inc and provides information necessary to use the Model 8662 endpoint The guide contents which reflect current Inter Tel standards are subject to revision or change without notice Some features or applications mentioned may require a future release and are not avail able in the initial release Future product features and applications are subject to availabil ity and cost Some features or applications may require additional hardware software or system administrator assistance For sales service or technical support contact your local authorized Inter Tel provider Enter provider information above Comments about this user guide or other technical documentation should be directed to Inter Tel s Technical Publications Department at Tech_Pubs inter tel com All product names and services mentioned in this publication are the trademarks service marks registered marks or registered service marks of their respective owners Inter Tel is a registered trademark of Inter Tel Incorporated Microsoft Windows Internet Explorer and Outlook are registered trademarks of Microsoft Corporation PowerSense is a trademark of Red Hawk CDT Incorporated 2006 Inter Tel Delaware Incorporated Personal use of this material is permitted However permission to reprint republish this material for advertising or promotional pur poses or for
39. NF l or the ADD PARTY menu button This leaves the conference parties connected 2 Call the party to be added to the conference announce the conference and then press the CNF menu button or the flashing button 3 Press the flashing CONF gll button or the CONN TO CNF menu button to recon nect to the conference with the added party To drop out of the conference Press _ CONF T and then hang up This removes you from the conference but leaves the other parties connected To reconnect to the conference after dropping out Lift the handset and then press the flashing CoNF sil button or the CONN TO CNF menu button Press the flashing CONF i button twice for handsfree calls 24 Inter Tel Model 8662 Endpoint User Guide UsiNG MESSAGES When you receive new text or voice mail messages the Message Indica TITT tor lamp flashes and the LCD shows the number of new messages Instant messages do not display on the endpoint and are not indicated by the Message Indicator lamp or LCD Using Text Messages You can send text messages to other subscribers The default message is PLEASE CALL ME You can also use Inter Tel Personal Communicator for Web or Inter Tel Personal Communicator for Windows to create and send your own text messages To send a text message 1 Do one of the following e Press MESSAGE and then press the LEAVE MESSAGE menu button e Press Co B A ER
40. Record your message Message Order EN rr 7 Pause 2 Transfer Method E Save the Message H AM Delete Message Continue EA MESSAGE ORDER do Erase ES New Messages EN Lu After recording L2 i g Saved Messages EN REMOTE MESSAGING 5 Replay EN Program Cascade Level uL First In First Out Hl O lt Append EN E Enter cascade level number then Last In First Out 2 im Erase re record Ei Change ES a TRANSFER METHOD i id Copy Em Personal ER Delivery Options EN Unannounced EN Pager Screened EN Enter Time of Day 2 3 3 DELIVERY OPTIONS Announce Only 3 Set Days of Week s Weekdays Private EN MESSAGE OPTIONS y ns Certified EN Cancel Unheard Messages All Days Individual Day 1 7 Priority Recover Deleted Messages ndlvidual Day 1 7 Select Message Cate MA n dile 2 elect Message Category EB Om Recover All E All Messages EN end and Exi ang Up T Purge All 3 Priority Messages EN 54 Inter Tel Model 8662 Endpoint User Guide E MAIL READER Using E Mail Reader you can access voice mail e mail and fax messages from your mailbox E Mail Reader uses Text to Speech TTS to convert the text in an e mail message to an audio file After you listen to your message you have the same options for saving forwarding deleting etc as in voice mail When you r
41. ace the feet in the holes to secure the position Adjusting the LCD Contrast Level You can adjust the LCD contrast according to your preference To adjust the LCD contrast 1 Press OO EA 2 Press s or m to adjust the contrast Press the center of the button to save the setting 8 Inter Tel Model 8662 Endpoint User Guide Adjusting Volume Settings Volume settings for the following features may be adjusted individually as needed e Handset e Headset e External speaker nO gt LE Z Bo e Background music e Ringer You must be using the feature to change the volume setting For example if you want to change handset volume setting you must be using the handset To adjust a volume setting While using the feature press m or mi Press the center of the button to save the setting Changing Endpoint Ring Tones You can use Inter Tel Personal Communicator for Web to change the endpoint ring tones There are 16 different ring tones To listen to ring tones 1 Press OO Gl IGN EB and then press the NEXT PREVIOUS menu button or X 4 to scroll to PHONE SETTINGS 2 Press the VIEW menu button and then press the NEXT PREVIOUS menu button or i j to scroll to RING TONE SETTINGS 3 Press the VIEW menu button to listen to ring tones Press the NEXT PREVIOUS menu button or mi to scroll through and listen to all ring tones To change ring tones Open Inter Tel Pers
42. age Message button and lamp are flashing 1 While the handset is on hook press MESSAGE3 or the VIEW MESSAGE menu button Then lift the handset if desired 2 Press the gt gt lt lt menu button or 1 to scroll through the messages FEATURES lt W e gt 3 Press the LISTEN menu button or EM to connect to your mailbox enter your password and then press EB Re recording or Changing Your Directory Name You can re record or change your mailbox directory name To re record or change your directory name Access your mailbox see above and then follow the voice menu prompts and use the appropriate Voice Mail flowchart on page 54 without E Mail Reader or page 58 with E Mail Reader for the step sequence 48 Inter Tel Model 8662 Endpoint User Guide Changing Your Voice Mail Password You can change your voice mail password Your voice mail password is also your per sonal identification number PIN which is used for the following system features e Voice mail password see page 11 e Unlocking your endpoint see page 30 e Hot Desking see page 33 e Inter Tel Personal Communicator for Voice see page 39 e Advanced hunt groups see page 43 NOTE Changing your voice mail password also changes your PIN To change your mailbox password Access your mailbox see page 48 Press Kl to select the Personal Options menu Press to select the Password menu
43. ail messages within a specific time frame before they are erased from the system the time frame is programmed by your system administra tor Any retrieved messages are then restored as saved messages in your mailbox If E Mail Reader is enabled for your mailbox you can also recover deleted e mail and fax messages To recover deleted voice mail messages Access your mailbox see page 48 and then follow the voice menu prompts and use the appropriate Voice Mail flowchart on page 54 without E Mail Reader or page 58 with E Mail Reader for the step sequence Searching for a Voice Mail Contact To search for a voice mail contact Access your mailbox see page 48 and then follow the voice menu prompts You can also search for a contact using the contact lists see page 38 m 6 Hs 5z m gt or Inter Tel Model 8662 Endpoint User Guide 51 Screening Calls You can screen outside calls that are transferred to you from the system Auto Atten dant Calls can be transferred using the following methods e Unannounced Calls Calls are sent directly to your extension e Announce Only Calls Before Auto Attendant transfers a call to you a prompt asks the caller to record his or her name When you answer you hear You have a call from caller s name Then the call is sent to your extension e Screened Calls Before Auto Attendant transfers a call to you a prompt asks the caller to record his or her name When you a
44. as INTER TZL Inter Tel 7000 Model 8662 User Guide Ld Saba G QuicK REFERENCE GUIDE FOR FREQUENTLY UsED FEATURES This guide provides basic instructions for frequently used system features Refer to the user guide for more information on these and other features PLACING AN EMERGENCY CALL Before using your endpoint contact your system administrator IMPORTANT to make sure your system is correctly configured for emer gency service Dial EN KB EB EN EH EI E EB E Eur to place an emergency call You do not have to select an outside line first If your endpoint is locked you can still use it to dial emergency service num bers Press J after dialing the emergency service number to immediately place the call Ei KE EB Otherwise there will be a 4 second system pause before the system places the call Refer to Locking Your Endpoint in the Advanced Features section of the user guide for more information PLACING AN INTERCOM CALL With or without the handset lifted dial the subscriber s extension number When using Auto Answer speak when the intercom IC confirmation appears PLACING AN OUTSIDE CALL 1 With or without the handset lifted do one of the following e Press OUTGOING e Press the OUTGOING menu button e Press the Outgoing Call access code KB 2 Dial the number If you enter an incorrect digit press MUTE to move the cursor backward deleting the last digit s entered
45. atures may not be enabled for your system Contact your sys tem administrator for more information Accessing Your Mailbox Contact your voice mail administrator for the system voice mail and message notifica tion retrieval MNR numbers The system voice mail number provides access to all voice mail features The MNR number is used to access messages only To avoid entering your password each time you access your mailbox TIP you can use Inter Tel Personal Communicator for Web to enable Auto Logon settings Options tab Preferences Edit Voice Portal To access your mailbox using the system voice mail number Dial the system voice mail number press EB and then enter your password Press EM to accept the entry To access your mailbox using the MNR number Dial the MNR number and then enter your password Press EM to accept the entry To access your mailbox from another system endpoint Dial either number as described above Press EM when prompted for your password Then enter your mail box number and password Press E to accept the entry Listening to Voice Mail Messages You can listen to all messages or you can select a specific new message To listen to all voice mail messages Access your mailbox see above and then fol low the voice menu prompts and use the appropriate Voice Mail flowchart on page 54 without E Mail Reader or page 58 with E Mail Reader for the step sequence To listen to a specific voice mail mess
46. atures used while on a call and using mes sages Advanced Features How to use advanced fea tures such as presence management advanced subscriber tools and hunt groups Copyright 2005 Inter Tel Inc Voice Mail Features How to use voice mail features including advanced voice mail tools such as Automatic Speech Recog nition ASR and E Mail Reader Troubleshooting Tools Tips and tools to help troubleshoot possible problems NOTICE Because many endpoint features can be programmed to perform expanded or different tasks some features may work differently than the descriptions in this guide Contact your system administrator for more information on how your system varies The term endpoint describes an entity on one end of a Transmission Control Protocol Internet Protocol TCP IP connection In this context this guide uses the term endpoint to describe the Inter Tel 7000 family of digital and IP phones Inter Tel Model 8662 Endpoint User Guide 1 o gt A m Is i2 m z i9 INTER TEL PERSONAL COMMUNICATOR Inter Tel Personal Communicator is an integrated software component of the Inter Tel 7000 Network Communications Solution and adds advanced features to your system including o zZ E Lu o STARTED e Presence management Change your status and availability see page 27 e Call routing Route calls based on preset conditions see page 29 e Contacts
47. ckground Music aos Resetting the Endpoint sieg cresi irere nee ee ede eh eee iait mo Using a Headset oe eee te bee Peas eee aa Gone gt Validating Your Location for Placing Emergency Calls 10 4 S Voice Mail Setup 0 0 cece n hh hn 11 m m Initializing Voice Mail 11 Recording Your Personal Greeting s 12 BASIC FEATURES exui nhe RR ARG dom RR EEEH 13 Answering Calls cece raris roka he ces eek Fee Soe en Ese ERAS 14 Using Auto AnsWOE xix re baie e i erna eaa Ena a UKI 14 Answering Waiting Calls 15 ns Using AutomaticLineAnswer 15 iu 2 Using Call Drop zx eb oak acit de eroe PS dn ea er See m Re ta 15 m Placing IAA 16 7 Placing Emergency Cali ii csse eee le bk rg Rn REE OLEE 16 Jn r Placing Intercom Calls 16 Using amii eoo ewe ds aie eed e Pa Pa e RIPUr d S Y Ta RE 16 Placing an Off Hook Voice Announce 17 Queuing for a Subscriber 17 Placing Outside Calls 18 Using Billing Codes 00 0 0 ccc cee cece RR ei 18 S Redialing a Phone Number 18 S Using Auto Re
48. ckward deleting the last character entered or press FORWARD to move the cursor forward NUMBER OF TIMES BUTTON IS PRESSED IN ALPHA MODE BUTTON 1 2 3 4 5 6 7 8 9 10 1 12 13 EN 1 on ee aa ce 2 A B C 2 a b C EN D E F 3 d e f E G H I 4 gh i 5 J K LC 5 5 kdl 6 M N O 6 m n o P Q R S 7 p q r S EN T UIV 8 t u v EN WX Y Z 9 w x y z EJ 0 b _ amp 5 2 Your new password is played You have the following options e Press E or say Accept to accept the password e Press El or say Re enter to erase and re enter the password 56 Inter Tel Model 8662 Endpoint User Guide Using Main Menu E Mail Reader Count After you set up your E Mail Reader account the system announces the number of voice mail e mail and fax messages you have each time you access your mailbox before you can listen to your messages The voice prompt that indicates the number of e mail and fax messages is the Main Menu E Mail Reader Count option Voice mail message prompts are not included in Main Menu E Mail Reader Count and will always be played when you access your mailbox You can disable the Main Menu E Mail Reader Count option in your mailbox Disabling the Main Menu E Mail Reader Count option defers e mail and fax prompts until you select the E Mail or Fax message option
49. creating new collective works for resale or redistribution to servers or lists or to reuse any copyrighted component of this work in other works must be obtained from Inter Tel Delaware Incorporated REGULATORY INFORMATION Product Disposal Instructions This symbol indicates that the product is classified as electrical or electronic Nzi eguipment and should not be disposed of with other commercial or house hold waste at the end of its working life For appropriate disposal and recy cling instructions contact your local recycling authority or Inter Tel ME provider The Waste of Electrical and Electronic Equipment WEEE Directive 2002 96 EC was established by the European Union to minimize negative impact on the environment control hazardous substances and curtail landfill expansion by using the best available recovery and recycling techniques FCC Regulations This equipment has been tested and found to comply with the limits for a Class B digital device pursuant to Part 15 of the Federal Communications Commission FCC Rules These limits are designed to provide reasonable protection against harmful interference in a residential installation This equipment generates uses and can radiate radio frequency energy and if not installed and used in accordance with the instructions may cause harm ful interference to radio communications However there is no guarantee that interfer ence will not occur in a particular installatio
50. cy Call Default 911 999 112 Europe Outgoing Call Default 9 Speed Dial and Attendant Access Codes ACCESS CODE NAME ACCESS CODE NEW CODE Station Speed Dial 01 to 19 System Speed Dial 200 to 299 Attendant 0 S re zu rI vo wo a E a faa o 64 Inter Tel Model 8662 Endpoint User Guide FEATURE CODES The following are default system feature codes and may be changed by your system administrator If you are notified that a feature code has been changed record the new code in the New Code column for reference FEATURE NAME DEFAULT CODE NEW CODE Agent Help Request 84 Agent Help Reject 62 Annoyance Call Trace 57 Auto Answer Incoming Off 430 Auto Answer Incoming On 431 Auto Answer Incoming On Off 432 Auto Answer Outgoing Off 380 Auto Answer Outgoing On 381 Auto Answer Outgoing On Off 382 Automatic Line Answer Off 320 Automatic Line Answer On 321 Automatic Line Answer On Off 322 Auto Redial 35 Background Music On Off 51 Barge In 81 Billing Code Enable 50 Call Log Incoming Calls 412 Call Log Missed Calls 411 Call Log Outgoing Calls 413 Call Log Select Type 410 Call Park 98 Call Park Pick Up 99 Caller ID On Off 34 Clear Alarm Current 631 Clear Alarms All 630 ES Conference 55 3 Contacts Brows
51. deleted mes sages Voice mail may have erased your message After a programmed amount of time has lapsed voice mail automatically erases all deleted messages see page 51 If you attempted to undelete a voice mail within this time frame but you were unsuccessful your voice mail sys tem may not have sufficient space enabled to store deleted messages do not have e mail and fax mes sages in my mailbox If your mailbox is does not have E Mail Reader see page 55 you will not receive e mail and fax messages Contact your voice mail adminis trator to determine if E Mail Reader is enabled for your mailbox get the wrong response when try to complete a task by saying a command Several factors affect the system response to voice commands One reason the system may not be responding to voice commands is that Automatic Speech Recognition ASR is not enabled on your system If your system s voice prompts do not include the option to say a com mand then ASR is not enabled See page 47 for additional ASR guidelines cannot set the number of rings before a call is sent to voice mail This feature is set by the system administrator Inter Tel Model 8662 Endpoint User Guide 63 E 7 fe c Ww ar 2n E 7M Oo z 9 DEFAULT ACCESS CODES The following are default system access codes Outside Line Access Codes ACCESS CODE NAME ACCESS CODE NEW CODE Emergen
52. dial cic cadeau he i ian ades eben Ses so aza 18 E Using Last Call Return 18 m Using Speed Dial iii ere m reg e hr E Y es 19 x e e Inter Tel Delaware Inc October 2006 printed in U S iii CONTENTS PAGE Features Used WhileonacCall 20 Placing Calls On Hold 5 423253 3L dha Pad EXE edhe n Ido ee ee chee ed 20 UEDD S NICUL SCC TT T 20 Using the Mute Feature lisse s eu Re RR m9 ER ee 21 Displaying Your User Information 21 Displaying Caller ID Information 21 Blocking Outbound Caller ID Information 21 Using Annoyance Call Trace 21 Transferring Calls llleeeeeee I eae 22 Using Send to Destination 23 Using Directed Call Pickup 23 Using Group Call Pickup ssseeeeeee RII 23 Placing Conference Calls 25 Le Ide ee pene Srl ea RU Ru XR Re ge 24 Using Messages c coeur eee x Rx y Rx ee nr x RR ee x n 25 Using Text Messages uer tar eer bete eg Dx dopo E ke Peor vcra 25 Leaving and Listening to Voice Mail Messages 26 Paging S bsctib rs se WA ed ene ee Eee ee eR E a Ee ERU RR iva 26 ADVANCED FEATURES 2p ru eem
53. duction press E or say Skip Inter Tel Model 8662 Endpoint User Guide 11 Recording Your Personal Greeting s Your personal greeting informs callers why they have reached your voice mailbox so you may include some or all of the following information e Whether or not you are in the office and where you can be reached e When you will be returning calls o pes LT L o STARTED e How to exit voice mail for callers who do not want to leave a message For example Press W to return to the operator The following are sample greetings to help you plan your message e Hello this is I am either on another line or away from my desk and cannot take your call at this time If you need to speak to someone immediately please dial zero now Otherwise leave a detailed message and I will return your call as soon as possible Thank you e Hello this is I will be away from the office from day date until day date If you need to speak to someone immediately please dial zero now Other wise leave a detailed message and I will return your call when I return Thank you If you do not record a greeting a default system greeting is used To record or change your personal greeting 1 Access your mailbox see page 48 2 Press Ei or say Personal to select the Personal Options menu 3 Press Hf or say Greeting to record or change your personal greeting 4 Select one of the following e Press Hf
54. e see below e Place an Off Hook Voice Announce see page 17 e Queue for the subscriber see page 17 e Leave a text message see page 25 e Record a voice mail message see page 26 Using Camp on Use Camp on to stay on the line and wait for the busy extension to become available To use Camp on Stay on the line until the called extension becomes available do not hang up Until the call is answered or sent to voice mail the extension rings periodi cally and the display indicates the waiting call 16 Inter Tel Model 8662 Endpoint User Guide Placing an Off Hook Voice Announce An Off Hook Voice Announce OHVA connects you to a subscriber s speakerphone while the subscriber is on another call This allows the subscriber to speak and listen to you while on the active call The subscriber s extension does not have to be busy to place an OHVA you can also place an OHVA while the extension is idle If the called subscriber is on a handsfree call or on a call while using a headset you are camped on to the extension until the call is terminated The subscriber will then receive the OHVA as an incoming call To place an OHVA 1 Press CO EB E If the extension is busy you are automatically connected E m gt 4 Cc A m 7 If the extension is idle dial the extension number Confirmation notices briefly appear on both endpoints OHVA TO JOHN OHVA CALL FROM 1 30 FRI DEC 16 MARIA
55. e Groups 302 x Contacts Company 304 a m Contacts Directory 305 o 2 te 3 Inter Tel Model 8662 Endpoint User Guide 5 FEATURE NAME DEFAULT CODE NEW CODE Contacts Personal 303 Contacts Search 301 Contacts Select Type 300 Direct Account Access 97 Direct Endpoint Access 96 Directed Call Pickup 53 Display User Info Time Date 65 Group Call Pickup 54 Group Listen Off 490 Group Listen On 491 Group Listen On Off 492 Headset Off 400 Headset On 401 Headset On Off 402 Hold 36 Hot Desking Log Off 870 Hot Desking Log On 871 Hot Desking Log On Log Off 872 Hot Rules 42 Hunt Group Log In 881 Hunt Group Log Out 880 Hunt Group Log In Log Out 882 Hunt Group Wrap Up Terminate 86 Last Call Return 69 LCD Contrast Level 39 Location Information 610 Location Validation 611 Lock Endpoint 31 Message Menu 521 9 Mute On Off 33 5 Off Hook Voice Announce 59 2 Outbound Caller ID Block 67 A Outbound Caller ID Unblock 82 a Page 15 o Inter Tel Model 8662 Endpoint User Guide FEATURE NAME DEFAULT CODE NEW CODE Personal Assistant 64 Queue Callback Request 44 Reach Me At My Desk 561 Reach Me Browse 560 Reach Me Follow Rules 564 Reach Me Forward To 563 Reach Me Voice Mail 5
56. e been away from your desk Monitor Account may or may not be enabled for your system Refer to the Help section provided in Inter Tel Personal Communicator for Web for instructions to enable Monitor Account feature buttons Contact your system administrator for more information 34 Inter Tel Model 8662 Endpoint User Guide Using the Outbound Communication Menu The Outbound Communication menu displays when using system features such as the Call Log and contact lists It allows you to quickly connect to subscribers using the following system communication options e FIND ME Call the subscriber s At My Desk location see page 29 e MESSAGE Leave a text message see page 25 e V MAIL Leave a voice mail message see page 26 e QUEUE Queue for the subscriber see page 17 e CALL number Select a number to call from all numbers stored for the con tact To use the Outbound Communication menu 1 While the subscriber s name is displayed in a feature menu press the CONTACT menu button or EM to view the subscriber s status and contact information This includes the subscriber s call and instant messaging IM availability on the first line with the call availability listed first The letter A stands for available the letter U stands for unavailable The second line displays different ways to contact the subscriber IM Status AU AVAILABLE Call Status 7 FIND ME 67890 4 Contact Options 2
57. e two types of hunt groups e Basic You are automatically logged in to the hunt group You cannot log out of a basic hunt group e Advanced You must log in and out of any hunt group in which you are a mem ber allowing you to enable or disable hunt group calls to your extension Logging into and out of Advanced Hunt Groups To log into an Advanced hunt group 1 Do one of the following e Press CO E El EM Hunt Group log in e Press CO EE E E Hunt Group log in log out 2 Enter the hunt group number To log out of an Advanced hunt group 1 gt pe 4 gt cC WA oD 1 Do one of the following e Press CO Ell EB D Hunt Group log out e Press Oo EB EEE El Hunt Group log in log out 2 Enter the hunt group number Wrapping Up a Hunt Group Call The Wrap up timer starts each time you end an Advanced hunt group call You will not receive another hunt group call until the timer expires but you can still receive other non hunt group calls or transfers You can end the wrap up session before the timer expires To end the wrap up session before the timer expires Press CO E IG Hunt groups may or may not be enabled for your system Contact your system administrator for more information Inter Tel Model 8662 Endpoint User Guide 43 Requesting Agent Help Using Agent Help you can request help from a designated Agent Help extension usually a supervisor during a call When activated the helper can hear yo
58. ee page 36 e Browse contact groups and place calls see page 37 e Review or change your call routing setting see page 29 If ASR is enabled for your system see page 47 you can use voice commands to acti vate features After you access the voice portal the following voice prompts play when you access your account and indicate whether ASR is enabled for your system e If ASR is not enabled you hear Please press 1 for the Status Menu See the flowchart on page 42 for step sequences to activate features using the dialpad buttons 1 gt pe 4 gt cC WA 0 e If ASR is enabled you hear How may I help you today See pages 40 and 41 for more information about using voice commands to activate features If you use speech for the first command ASR is used to activate NOTE menu options If you use the dialpad buttons for the first command continue to use the dialpad buttons to activate menu options A few tips when using voice commands e Speak clearly and loudly to help the system understand your request Background noise may also make it difficult for the system to understand your request e In many menus there is more than one way to say a command see page 40 e Numbers like 1000 can be said as one thousand or as one zero zero zero Inter Tel Personal Communicator for Voice may or may not be enabled for your system Contact your System administrator for more information Some preference
59. en enter your password when prompted If you are not prompted for your password press EM and then enter your password Press EM to accept the entry LISTENING TO VOICE MAIL MESSAGES You can listen to all voice mail messages in your mailbox or you can select a specific new message DURING THE MESSAGE AFTER THE MESSAGE BACK UP EN REPLAY EN PAUSE EN FORWARD MOVE FORWARD EN GO TO PREVIOUS Eg SAVE GO TO NEXT E DELETE EN SAVE SKIP TO END E DELETE EN To listen to all messages 1 Access your mailbox as described above 2 If E Mail Reader is enabled for your mailbox press Kl or say Voice Mail If E Mail Reader is not enabled for your mailbox skip this step 3 Select one of the following e Press Klll or say New to listen to new messages e Press Il or say Saved to listen to saved messages To listen to a specific message Message button and lamp are flashing 1 While the handset is on hook press MESSAGE Sj or the VIEW MESSAGE menu button Then lift the handset 1f desired 2 If there is more than one message press the gt gt lt lt menu button or m s to scroll through the messages 3 Press the LISTEN menu button or EJ to connect to your mailbox enter your password and then press EM FEATURE CODES Press Oo before entering the feature code FE
60. eor RR ALR DOR UR TR RU RH REN RCR UR RO RH 27 Presence Management lessen hh hn 27 Changing Your Status III AA n ir tcis 27 Using Reach Me Ass srania teer pur rre RP Ei REEF n AR Slee 29 Advanced Subscriber Features 30 Locking Your Endpoint 30 Using Direct Endpoint Access 31 Using Direct Account Access 31 Using Hot Rules 22 0205 00085 Re eee be eda ee beeen EIA 31 Using Personal Assistant 32 Using Record A Call 0 een nee 32 Recording a Voice Memo es ee eee ee ee gd Ee RR eee ee ee 33 MOUDESKING c 2ctedarmnieeeradsd EPI 33 Using Group Listen eoi re pien a Aa bcr S ecient E imos eed Soe ae ene 34 Using Monitor Account 34 Using the Outbound Communication Menu 35 Using Your Call Log 2 tne 36 Using Contact Lists ie sine seach bw beeen de beck p e e eb eg Rp ee eee eee 37 Searching for a Contact 38 Using Inter Tel Personal Communicator for Voice 39 Inter Tel Personal Communicator for Voice Flowchart 42 Hunt Groups lues t ek xu rx we AUR i cR hg ed RUE OR TR 43 Logging into and out of Advanced Hunt Groups
61. eply to an e mail message you are prompted to record a message and then your reply is sent as an audio file attachment in an e mail to the receiver If the e mail has multiple recipients you have the option of replying to just the sender or to all of the recipients When you forward an e mail message the e mail is converted to a fax and forwarded to the fax destination number you specify E Mail Reader does not distinguish between e mail messages and meeting invitations and responses Therefore e mail messages and meeting messages including invita tions cancellations and responses can be accessed from your mailbox You cannot forward an e mail message to a voice mailbox or group list When you forward an e mail message the e mail is converted to a NOTES fax and forwarded to the fax destination number that you specify If an e mail message includes a hyperlink E Mail Reader will read the hyperlink as text Entering Your E Mail Password You may be prompted to enter your E Mail Reader account password usually your network password whenever you or your voice mail administrator set up your e mail account mailbox or change your e mail password Use the following tips when entering your e mail password e If enabled do not use Automatic Speech Recognition ASR To prevent others from overhearing your password use the dialpad buttons on your endpoint to set up your e mail password e Enter password characters correctly E mai
62. ers in handsfree mode using the speakerphone However if the calling subscriber has disabled Auto Answer Outgoing you must answer the call using your handset or by pressing i even if Auto Answer Incoming is enabled on your endpoint o 0 lt m FEATURES For Auto Answer to work the calling party must have Auto Answer Outgoing enabled and the receiving party must have Auto Answer Incoming enabled You cannot use Auto Answer Incoming if you are using a headset or if you have more than one endpoint assigned to an extension number Outside calls cannot be answered using Auto Answer unless routing NOTES rules are set using Inter Tel Personal Communicator for Web to allow specific outside phone numbers to be answered automatically You can also enable and disable Auto Answer using Inter Tel Personal Communicator for Web To enable Auto Answer Incoming do one of the following e Press CO EB E Auto Answer Incoming on e Press CO EJ EB EB Auto Answer Incoming on off To disable Auto Answer Incoming do one of the following e Press CO EJ EB Ell Auto Answer Incoming off e Press CO EJ Ell Ell Auto Answer Incoming on off To enable Auto Answer Outgoing do one of the following e Press CO EJ Ell Kl Auto Answer Outgoing on e Press CO Kl El Ell Auto Answer Outgoing on off To disable Auto Answer Outgoing do one of the following e Press CO E Ell El Auto Answer Outgoing off e Press CO Ell Ell Auto Answer Outgoing o
63. et device e LAN Power jack Connects to a power supply Contact your network administrator for more information about the endpoint connectors and supported ethernet devices PC Port LAN Power Jack 6 Inter Tel Model 8662 Endpoint User Guide Power Requirements no gt a LE Z Bo Endpoint Damage Hazard Make sure your endpoint is connected to the proper power supply before using Contact your system administrator if you have any questions regarding power requirements The endpoint requires either an individual power supply unit or a centralized power source The following individual power supply units are compatible with the end point e Inter Tel power supply unit 48 volt DC output part number 806 1114 806 1117 in Europe e Red Hawk Single Port PowerSense part number 901 0407 e Anindustry standard IEEE 802 3af power supply unit If your endpoint uses a centralized power over ethernet PoE source DO NOT use an individual power supply unit If necessary contact your system administrator for assistance before connecting your endpoint to the centralized power source Make sure the endpoint is plugged into an uninterruptible power supply UPS If the endpoint is not plugged into a UPS and the power fails the current call is dropped and the endpoint will not be usable until the power is restored Software and Firmware Endpoint Damage Hazard Do not use your endpoint or disconnect it from
64. from the main menu Disabling Main Menu E Mail Reader Count does not disable E Mail Reader It only defers the voice prompts until the appropriate option 1s selected To disable or enable the Main Menu E Mail Reader Count option 1 Access your mailbox as described on page 48 2 Press Kl or say Personal to select the Personal Options menu 3 Press Ell or say More to select More Options 4 Press Ell or say E Mail Reader Count to select the E Mail Reader Count tog gle option 5 If E Mail Reader Count is enabled press Kll or say Disable to disable If E Mail Reader Count is disabled press Kll or say Enable to enable Accessing Fax Messages When you access a fax message E Mail Reader announces the fax message according to the envelope option see page 50 Because a fax message is received by your e mail account as an image attachment E Mail Reader cannot read the text in a fax To view the fax and read it you must access it from your e mail account However you can save delete and forward a fax to a fax number that you specify To access fax messages or program a fax number Access your mailbox see page 48 and then follow the voice commands and use the Voice Mail flowchart on page 58 for the step sequence m 6 Hs 5z m e or Inter Te Model 8662 Endpoint User Guide 57 VoicE MAiL FLOWCHART WiTH E MAiL READER In most menus you can press or say Cancel to return to the previo
65. g press the SEND TO DEST menu button or co EB EM 2 Do one of the following e f you are sending the call to an extension dial the extension number e If you are sending the call to an outside number press the Outgoing Call access code EI and then enter the number A confirmation notice appears m CALL FORWARDED CALL FORWARDED TO 1234 TO 4809619000 m Extension Outside Number Using Directed Call Pickup Directed Call Pickup allows you to answer a call that is ringing or holding at another endpoint reverse transfer a call For example 1f you receive a call but you are away from your desk you can answer the call from any system endpoint To use Directed Call Pickup 1 Press Co EB E 2 Dial the extension number where the call is ringing or holding to connect to the caller A confirmation notice appears TRANSFER SUCCESSFUL If the call is for a hunt group see page 43 enter the hunt group extension num ber to answer the call Using Group Call Pickup A call group is a group of subscribers who have their own extensions Unlike hunt groups see page 43 call group members do not share an extension Call group mem bers can answer ringing or holding calls for any other member of the call group Calls are answered based on the order they are received first in first answered To use Group Call Pickup Press Co Ell EM The first call received is answered Call grou
66. g 25 voice mail leaving 26 listening to 26 48 Microphone 3 Monitor Account using 34 Mute button 21 Inter Tel Model 8662 Endpoint User Guide 71 O Off hook 6 Off Hook Voice Announce placing 17 On hook 6 Outbound Caller ID blocking 21 Outgoing Call Access Code 16 Outside calls placing 18 P Page groups 26 Paging subscribers 26 Personal Assistant using 32 Personal Computer PC port 6 Personal contact list 37 Personal greeting recording your 12 PIN changing 49 Power requirements 7 Powersupply 7 Presence management 27 Primary greeting 12 Q Queuing for a subscriber 17 R Reach Me At My Desk 29 Follow Rules 29 Forward To 29 using 29 Voice Mail 29 Record A Call using 32 Recording your directory name 49 Recording your personal greeting 12 Remote Messaging programming 52 Remote Survivability 62 Resetting the endpoint 10 Ring tones changing 9 Ringer volume adjusting 9 S Send to Destination using 23 Software updating 7 Speaker button 3 Speaker external 3 Speakerphone volume adjusting 9 Special button 3 Speed dial Station using 19 System using 19 using 19 Star button 13 Station speed dial using 19 Status change automatically 60 time and date 60 Subscriber Direct Account Access 31 System greeting 12 System speed dial 19 T Text messages canceling 25 replying to 25 using 25 Time and date status settings 60 system 60 Time out features 6 Toolbars Outlo
67. handset 1f desired 2 If there is more than one message press the gt gt lt lt menu button or m mi to scroll through the messages Press the VIEW TEXT menu button to view the message 3 Press the REPLY menu button or MM to call the subscriber or press the DELETE menu button or El to delete the message USING YOUR CALL LOG 1 Press CALL LOG or the CALLS menu button 2 Select one of the following options e Press Kl or the MISSED CALLS menu button for missed calls e Press El or the INCOMING menu button for incoming calls e Press Kl or the OUTGOING menu button for outgoing calls 3 Press the NEXT PREVIOUS menu button or t l to scroll through the options 4 If the call is from an outside caller press the CALL menu button or EM to dial the number If the call is from a subscriber a Press the CONTACT menu button or EM to display the Outbound Com munication menu b Press the NEXT PREVIOUS menu button or s to scroll through the options c Press the CONTACT menu button or EM to activate the selection ACCESSING YOUR MAILBOX The following instructions include Automatic Speech Recognition NOTE ASR spoken commands which can be used instead of pressing the dialpad buttons if ASR is enabled for your system Contact your system administrator for the voice mail number and password To access your mailbox Dial the system voice mail number and th
68. he call list calls are listed in order of last to first The time and date of the call display on the first line followed by the call type M for missed I for incoming O for outgoing and the subscriber s name or outside number on the second line fm wi ty ox E te gt lt q aw qu Time and Date 01 30 FRI OCT 14 1 SMITH JOHN 1 Subscriber Name Call Type Intercom Call Time and Date 01 30 FRI OCT 14 O 4809619000 1 Outside Number Outside Call Call Type To place or return a call from the Call Log If the call is from or to a subscriber press the CONTACT menu button or E to display the Outbound Communication menu see page 37 If the call is from or to an outside caller press the CALL menu button or Edi while the number is displayed 36 Inter Te Model 8662 Endpoint User Guide Using Contact Lists There are four types of contact lists e Personal A directory of your personal contacts Station speed dial numbers see page 19 can be assigned from the Personal contact list e Group A subset of your personal contacts which has been assigned to a particu lar group The default groups are Family Friends VIP and Blocked e Company A directory of phone numbers entered by the system administrator System speed dial numbers see page 19 are assigned from this contact list e Directory A directory of all subscribers in t
69. he organization To place a call from a contact list 1 Do one of the following e Press the CONTACTS menu button or CO E Elli KM and then press the list name menu button DIRECTORY GROUP COMPANY or PERSONAL e Enter the feature code from the following table FEATURE CODE CONTACT LIST Co EB Il Hl Search for Oo EB Id El Browse Groups Co EB IE El Personal Co EB EN EB Directory Oo EB g Company nm gt pe 4 gt e ra WA oD If you selected SEARCH FOR enter the full or partial name of the person and then press the SEARCH menu button or E to start the search see page 38 If you selected BROWSE GROUPS enter the group number or press the BROWSE menu button to select a group Press the NEXT PREVIOUS menu but ton or m mi to scroll through the list Press the BROWSE menu button again to select a group and display the group contacts 2 Press the NEXT PREVIOUS menu button or mf jj to scroll through the contact list If the contact is a subscriber press the CONTACT menu button or EM to display the Outbound Communication menu see page 37 If the contact is not a subscriber all stored phone numbers for the contact display 3 Press the CONTACT menu button or EJ to activate the selection or dial the num ber To delete a contact Press the DELETE menu button while the name is displayed You must use Inter Tel Personal Communicator for Web to set u
70. ics include e Contact information Provides information about system administrator contacts e Troubleshooting tables Present possible problems and suggest methods to solve them e Feature and access code tables Provide feature and access codes used with the Inter Tel 7000 system CONTACT INFORMATION Contact the appropriate administrator system voice mail or network first with ques tions that are not covered in this user guide If you need further assistance contact your local authorized Inter Tel provider Providers contact information can be found on the Inter Tel Web site at www inter tel com Inter Tel sales service and sup port are best supported at the local level Your system administrators can help you with many of the questions that you may have regarding using your endpoint such as changing your settings or modifying end point features Types of administrators are as follows e System Administrator Performs certain Inter Tel 7000 system functions including Adding new user accounts Setting the date and time Programming System speed dial numbers Making database changes such as changing user names and extension num bers e Voice Mail Administrator Performs tasks associated with the voice mail sys tem including Adding new voice mail accounts Performing mailbox maintenance Customizing voice mail prompts e Network Administrator Performs network related tasks If you are a s
71. l passwords are case sensitive and can contain special characters Your entry must match the case and characters exactly If necessary contact your voice mail administrator for assistance m 6 Es em TZ m Or E Mail Reader may or may not be enabled for your system Contact your system administrator for more information Inter Tel Model 8662 Endpoint User Guide 55 lt W fe gt FEATURES To enter your e mail password To repeat menu instructions say Help or press ll at any time If you enter an incorrect password or if you choose to skip setting a NOTES new E Mail Reader password the Main Menu E Mail Reader Count option see page 57 is automatically disabled to prevent having to hear the invalid password prompt for each subsequent login and to protect against being locked out of your e mail account 1 Access your mailbox as described on page 48 The system announces that it was unable to retrieve your e mail and fax messages and gives you the following options e Press EJ or say Continue to access voice mail only e Press E or say Password to enter your new e mail password e Press E or say Help for a description of special character locations When prompted enter your e mail password using the dialpad buttons The num ber of times you press a button determines which character is entered as shown in the following table Press lt MUTE_ to move the cursor ba
72. lete or forward fax messages using E Mail Reader ASR allows you to issue voice commands instead of pressing dialpad buttons when accessing voice mail options When using ASR follow these guidelines for best results e Use the handset when issuing voice commands External microphones pick up background noise which may cause misinterpreted voice commands e Do not say Pound or Hash when using ASR The silence that follows your voice command replaces the E button e Use the dialpad buttons when recording a message Because ASR is disabled while recording a message your recording will include any voice commands e Use the dialpad buttons when entering mailbox and E Mail Reader pass words To prevent your password from being heard by others you cannot use ASR If the system fails to understand an ASR command three times in a NOTE row it will ask if you want to press to transfer to the dialpad button menu lt ure Hs 52 m gt or To temporarily disable ASR 1 Access your mailbox see page 48 2 In the main menu press E or say Disable to disable ASR for the current call To enable ASR after disabling it 1 Press until you return to the main menu 2 Press E to enable ASR ASR and E Mail Reader may or may not be enabled for your system Contact your system administrator for more information Inter Tel Model 8662 Endpoint User Guide 47 MAILBOX FEATURES Some of the following fe
73. ller ID Information You can block your Caller ID information from displaying on the current call E m gt H Cc A m n To block outbound Caller ID for the current call Press Co Gj EA and then enter the number the number is immediately dialed To unblock outbound Caller ID if set to always blocked Press CO EB E Using Annoyance Call Trace Annoyance Call Trace identifies and records an unwelcome caller s Caller ID infor mation and the time of the call You must contact your system administrator for the information Annoyance Call Trace can be used during or immediately after the call To use Annoyance Call Trace Press CO El KM confirmation notice appears CALL TRACE SUCCEEDED i All call outbound Caller ID settings are enabled disabled by the system administrator T Annoyance Call Trace may or may not be enabled for your system Contact your system administrator for more information Inter Tel Model 8662 Endpoint User Guide 21 Transferring Calls There are three ways to transfer calls e Transfer to Ring Transfers the call to an extension or outside number e Transfer to Hold Transfers the call to another subscriber and places the call on hold e Transfer on Connect Transfers the call to another phone and then disconnects the call from your endpoint For example use Transfer on Connect to transfer a call from your endpoint to your cell phone or personal digital assistant P
74. llowing instructions are for using basic features associated with placing emer gency intercom and outside calls You can also use the Station and System speed dial features when placing a call see page 19 Placing Emergency Calls Contact your system administrator to make sure your system is correctly configured for emergency service before using your endpoint If an emergency call phone number is dialed from a Session Initiation Protocol SIP endpoint located at a remote site that is not correctly configured the call will be placed from the loca tion where the system is installed instead of the location where the emergency call was placed See page 10 for more information on validating your location for emergency calls IMPORTANT m c 2 E lt x Lu Lu You do not have to press the Outgoing Call access code fii or an OUTGOING but ton to dial an emergency service number In an emergency dial the appropriate emer gency service number directly EB KB K U S or EB IE EE EB EB ER F0 Placing Intercom Calls An intercom call is a call placed to another subscriber in the organization To place an intercom call Dial the subscriber s extension number When using Auto Answer see page 14 speak after the intercom IC confirmation appears IC TO JOHN SMITH 1 30 FRI DEC 16 If the extension is busy the following feature options are available e Camp on to the busy extension until the subscriber is availabl
75. mmunicator using the voice portal see page 39 Locking Your Endpoint You can lock your endpoint to prevent others from using it To lock your endpoint Press OO E EB an Ww Ww 9 ux E te gt lt q aw tu To unlock your endpoint Enter your personal identification number PIN and then press the UNLOCK menu button or EM If necessary contact your system administra tor for your PIN You can still use the endpoint to dial emergency service numbers when it is locked Ki EE EE U S or E IE EN EN EB ER Ei IMPORTANT Press EJ after dialing the emergency service number to immedi ately place the call Otherwise there will be a 4 second system pause before the system places the call as described below To dial an emergency service number when the endpoint is locked Do one of the following e Dial the emergency service number and then press EM for example EN EB EJ The system immediately places the call e Dial the emergency service number After a 4 second pause the system places the call 30 Inter Tel Model 8662 Endpoint User Guide Using Direct Endpoint Access Direct Endpoint Access allows you to call a subscriber s extension and bypass all routing rules enabled by the subscriber This ensures the extension endpoint is dialed To use Direct Endpoint Access 1 Press oo EB Gi 2 Dial the extension number Using Direct Account Access Direct Account Access allows you to call a subscriber at the s
76. n If this equipment does cause harmful interference to radio or television reception which can be determined by powering the equipment off and on the user is encouraged to try to correct the interference by one or more of the following measures e Reorient or relocate the receiving antenna e Increase the separation between the equipment and receiver e Connect the equipment into an outlet on a circuit different from that to which the receiver is connected e Consult the dealer or an experienced radio TV technician for help Table of Contents o gt J L aa mz goo CONTENTS GETTING STARTED 4x ERREUR TR Rm Eus Ro TR RR SOR AUR UR RU RU Welcome ricerche ja oc tcc ia Inter Tel Personal Communicator lesse nnne About Your Endpoint csse lere ek eee eee ee cx xci m e s Feature Buttons oed ra Rr Goebel eee Re uuu eee E dete Rubus s LCD and Menu Buttons m What You See and Hear eire RR pnr be eee ee gt Endpoint Connectors eses sis naoi sadi eee manns 7 Power Requirements WA IAEA IA m Software and Firmware wamanaamanwnma o Endpoint Setup 0 ccc eee eee n hn Adjusting the Viewing Angle 2 2 2 0 0 6 02 e eee ee eee eee Adjusting the LCD Contrast Level Adjusting Volume Settings lt css waa aa aaa aa Changing Endpoint Ring Tones Listening to Ba
77. n off To temporarily disable Auto Answer Outgoing for an outgoing call Press EB before dialing the extension number 14 Inter Tel Model 8662 Endpoint User Guide Answering Waiting Calls If you receive a call while on another call you hear a call waiting tone through your handset or headset and the Caller ID information if available displays To answer a waiting call and place the first call on hold Press the flashing LINE zll button Using Automatic Line Answer Automatic Line Answer automatically connects you to the caller when you pick up the handset or press m when using a headset When Automatic Line Answer is dis abled you must press the flashing button to answer the call Auto Answer overrides Automatic Line Answer and answers calls handsfree see page 14 E m gt 4 Cc A m n NOTE To enable Automatic Line Answer do one of the following e Press OO E Automatic Line Answer on e Press CO Ei Ell El Automatic Line Answer on off To disable Automatic Line Answer do one of the following e Press CO ES KJ Automatic Line Answer off e Press CO B A E Automatic Line Answer on off Using Call Drop Call Drop immediately disconnects you from active or incoming calls To use Call Drop While you are on the call or while the call is ringing lift and replace the handset or press the END CALL menu button Inter Tel Model 8662 Endpoint User Guide 15 PLACING CALLS The fo
78. nd then press the END REC menu button or hang up to end the call To retrieve the recording Retrieve the recording as a new message see Listening to Voice Mail Messages on page 48 Personal Assistant may or may not be enabled for your system Contact your system administrator for more information T The confirmation prompt can be disabled using Inter Tel Personal Communicator for Web t Record A Call may or may not be enabled for your system Contact your system administrator for more information 32 Inter Tel Model 8662 Endpoint User Guide Recording a Voice Memo You can use Record A Memo to record a voice memo and save it to your mailbox or another subscriber s mailbox as a voice mail message To record a voice memo 1 Press CO EB E 2 Enter the mailbox number if not preprogrammed 3 Record the message 4 Press the END CALL menu button or hang up to stop recording To retrieve the recording Retrieve the recording as a new message see Listening to Voice Mail Messages on page 48 Hot Desking Hot Desking allows you to log on to another system endpoint and transfer your account profile extension number user name status setting contacts etc to the end point on which you are logged on Incoming calls are routed to the endpoint s on which you are logged on unless your Reach Me settings have routed your calls to another location Hot Desking is often used when multiple subscribers share the same endpoin
79. nistrator for billing code information 7 LL a 2 E lt x Lu Lu Redialing a Phone Number The Redial feature automatically redials the last extension or outside number called To redial the last number called Press REDIAL Jor Oo EB KB Using Auto Redial Use Auto Redial to redial intercom or outside calls in timed intervals until answered To use Auto Redial 1 Press OO EB EM 2 Enter the number of attempts desired and then press EM 3 Enter the time out period the time between attempts and then press ES To cancel Auto Redial do one of the following e Lift and replace the handset e Press the EXIT menu button or ES Using Last Call Return You can automatically dial the last call received To use Last Call Return Press oo Ii EB 18 Inter Tel Model 8662 Endpoint User Guide Using Speed Dial There are two types of speed dial that you can use to dial numbers e Station speed dial A subset of contacts up to 20 from your Personal contact list which have access codes Ell EE to KB EF assigned to them for speed dial ing e System speed dial A subset of contacts up to 100 from your Company contact list which are designated by the system administrator and have access codes A ER EJ to Ell EB END assigned to them for speed dialing Contact your sys tem administrator for System speed dial access codes To use Speed Dial Press Oo plus the access code assigned to the contact For e
80. nswer you hear You have a call from caller s name You can then choose whether or not to accept the call After receiving a screened call you have the following options e Press E or say Accept to accept the call e Press Hl or say Replay to replay the announcement e Press Kl or say Voice Mail to send the call to voice mail e Press Kl or say Forward and then dial the extension number to forward the call to another extension e Press EB or say Refuse to refuse the call To change the call screening transfer method Access your mailbox see page 48 and then follow the voice menu prompts and use the appropriate Voice Mail flowchart on page 54 without E Mail Reader or page 58 with E Mail Reader for the step sequence Programming Remote Messaging Remote Messaging is supported for voice mail messages only If E NOTE Mail Reader is enabled for your mailbox you cannot use Remote Messaging for e mail and fax messages Using Remote Messaging you can program voice mail to call you when your mailbox receives new voice mail messages Using cascade levels a series of up to nine phone numbers the voice mail system will call each number until it successfully con nects to a device for example a pager or cell phone FEATURES lt W O gt You can use primary and alternate cascades to program messages for different time periods For example you can use a primary cascade to
81. nt User Guide 49 Changing Your Message Envelope When you receive a voice mail or an e mail or fax message if applicable an enve lope is played The envelope contains the information about the message including e Time and Date The time and date the message was received e Source The source of the voice mail e mail or fax message e Length The length of the message voice mail messages only e Subject The text in the subject field e mail messages only e Pages The number of pages included faxes only By default all envelope options are enabled for each type of message However you can change your envelope options to select options or you can disable the message envelope entirely To change your message envelope Access your mailbox see page 48 and then fol low the voice menu prompts and use the appropriate Voice Mail flowchart on page 54 without E Mail Reader or page 58 with E Mail Reader for the step sequence Recording and Sending Voice Mail Messages You can record and send voice mail messages by using the record option on the mail box main menu You can also use the Messaging feature to send voice mail messages see page 26 To record and send a voice mail message Access your mailbox see page 48 and then follow the voice menu prompts and use the appropriate Voice Mail flowchart on page 54 without E Mail Reader or page 58 with E Mail Reader for the step sequence If E Mail Reader is enabled fo
82. nu button to add the party to the conference If you are adding outside parties a Press OUTGOING or EJ b Dial the number and then announce the conference c Press the flashing button or the CNF menu button to add the party to the conference 3 After gathering all conference parties press the flashing or the CONN TO CNF menu button to start the conference PAGING SUBSCRIBERS Press PAGE or CO EAM Ei 2 Enter the page group number 3 Place the page announcement and then hang up LINE 3i CONF 3 button button UsiNG REACH ME 1 Press the REACH ME menu button or Co B Ka Ka 2 Press the BROWSE menu button and then NEXT PREVIOUS menu button or l to scroll through the options 3 Press the ACCEPT menu button or EM to accept the Reach Me setting If you selected FORWARD TO enter the extension or outside number and then press the ACCEPT menu button or EJ to accept the setting UsiNG HoT RULES 1 While on a call or while a call is ringing press the HOT RULES menu but ton 2 Do one of the following e Press the APPLY menu button or EJ to accept the Hot Rule e Press the NEXT PREVIOUS menu button or 4 x to scroll through the options and then press the APPLY menu button or ES If you selected current location enter the extension number or press OUTGOING and then enter the outside numbe
83. ok 61 Transfer on Connect 22 Transferring calls 22 Directed Call Pickup 23 hold placing on 22 Send to Destination using 23 Transfer on Connect 22 Transfer to Ring 22 Troubleshooting tips endpoint 60 voice mail 63 U Uninterruptible power supply 7 Updates software and firmware 7 User information displaying 21 72 Inter Tel Model 8662 Endpoint User Guide V Viewing angle adjusting 8 Voice mail Call Screening Transfer Method changing 52 deleted messages recovering 51 directory name changing 49 E Mail Reader 55 flowchart with E Mail Reader 58 flowchart without E Mail Reader 54 greetings alternate 12 personal changing your 12 primary 12 recording your 12 system 12 initializing 11 mailbox accessing 48 message envelope changing 50 Message Notification Retrieval 48 message search order changing 49 messages leaving 26 listening to 48 recording and sending 50 unheard canceling 50 password changing your 49 quota grace limit 63 Remote Messaging programming 52 screening calls 52 searching for a contact 51 setup 11 special delivery options 51 troubleshooting tips 63 unheard messages canceling 50 Voice mail messages listening to 48 recording and sending 50 recovering deleted 51 Voice memo recording 33 Volume Control button 3 Volume adjusting background music 9 handset 9 headset 9 ringer 9 speakerphone 9 W Wrap up timer using 43 Inter Tel Model 8662 Endpoint User G
84. onal Communicator for Web see below Click the Phone tab and then click the Phone Options sub tab Click on the Settings link for your endpoint type Select the ring tone s from the drop down list s and then click Save to save the changes WORN Log Off Themes Downloads Help Bsearch by name WORM soe Personal Communicator wa Status Contacts Messages Rules Call Log Phone Options John Manage your phone related options 4 Smith pem Ed Phone options recente Pronies ot Deskcoptions A Send cals to Faceplate Profile Phone Settings 0 Click to customize keys Click to change settings j Send IMs to P C for Windows Current location 68089 acit Place Call Inter Tel Model 8662 Endpoint User Guide 9 Listening to Background Music If your system is equipped with a music source you can listen to background music through the external speaker o pes LT L o STARTED To enable disable background music Press Co Kl EH Background Music on off toggle Resetting the Endpoint If your endpoint is not working properly it may need to be reset Contact your system administrator before resetting your endpoint To reset your endpoint Press at the same time OO EJ Using a Headset When using a headset press I to connect disconnect calls You can switch to the handset by lifting the handset from the cradle Press 14 before replacing
85. ontrol 3 C Call Drop using 15 Call Log using 36 Call Park using 20 Call Screening Transfer Method changing 52 Caller ID blocking outbound 21 displaying 21 Annoyance Call Trace using 21 answering 14 Auto Answer Incoming 14 Auto Answer Outgoing 14 Auto Answer using 14 Auto Line Answer using 15 Bridged Line Appearance using 45 Call Drop using 15 Call Log using 36 Call Park using 20 Camp on using 16 conference dropping out of 24 hold placing on 24 party addinga 24 placing 24 Directed Call Pickup 23 emergency placing 16 Group Call Pickup using 23 Group Listen using 34 hold placing a callon 20 hold returning toon 20 internal placing 16 Last Call Return 18 Mute button using 21 Off Hook Voice Announce placing 17 Outgoing Call Access Code 16 outside placing 18 paging 26 Record A Call using 32 routing using Hot Rules 31 using Reach Me 29 screening 52 Send to Destination using 23 subscriber queuing for 17 transferring 22 Directed Call Pickup 23 Send to Destination using 23 transfer on connect 22 Transfer to Ring 22 transferring and placing on hold 22 voice memo recording a 33 waiting answering 15 Inter Tel Model 8662 Endpoint User Guide 69 Camp on using 16 Canceling a feature 13 Changing your personal greeting 12 Codes access 64 billing using 18 default system access 64 feature 65 Outgoing Call Access Code 16 Company contact list 37 Conference calls dropping ou
86. or say Primary to record and or enable your primary greeting e Press Ell or say Alternate to record and or enable your alternate greeting e Press Ef or say System to enable the system default mailbox greeting If you selected the system greeting option hang up If you already have a primary or alternate greeting it is played when you select primary or alternate If you selected the primary or alternate greeting option record your greeting when prompted and then press EJ to end the recording 5 Then do one of the following e Press E or say Accept to accept the greeting e Press Hil or say Replay to replay the greeting e Press Zl or say Append to add to the greeting e Press EJ or say Erase to erase and re record the greeting e Press EB or say Cancel to exit without changing your greeting Custom greetings can be created and assigned using Inter Tel Personal Communicator for Web 12 Inter Tel Model 8662 Endpoint User Guide Basic features include answering and placing calls features used while on a call and using messages Depending on system configuration the features described in this user guide may or may not be enabled The following error message may appear if your system does not support a feature or if a feature is not enabled If you are unable to use a feature or if a feature is not working properly contact your system administrator for more information NOT
87. p your Personal and Group contact lists Groups can be added using Inter Tel Personal Communicator for Web Inter Tel Model 8662 Endpoint User Guide 37 Searching for a Contact You can search for a contact name by entering either all or part of the name using the dialpad buttons See the following table for dialpad button character descriptions NUMBER OF TIMES BUTTON IS PRESSED IN ALPHA MODE BUTTON 1 2 3 4 5 6 7 8 9 10 11 12 13 EN 1 gt t fey V Pets fy d EN A B C 2 a b c EN D E F 3 d e f EN G H 4 g h i EN J K L 5 j k 6 M N O 6 m n o P Q R S 7 p q r S 8 TU V4 8 t u v EN WX Y Z 9 w x y Zz E 0 i _ amp To use the dialpad to enter characters Press the dialpad buttons to enter characters If the dialpad is currently set to enter numeric characters numbers switch to alphanumeric letters numbers and sym bols by pressing the ALPHA MODE menu button or MESSAGE Return to numeric by pressing the NUMERIC MODE menu button or MESSAGE Press lt lt or to move the cursor backward deleting the last character s entered or press gt gt or FORWARD to move the cursor forward a mgri ox 5 te gt lt q Du qu To search for a directory name 1 Do one of the following e Press SEARCH e Press the CONTACTS men
88. ps are configured by your system administrator Inter Tel Model 8662 Endpoint User Guide 23 Placing Conference Calls You can place a conference call with subscribers and outside parties The number of parties who can be added to the conference depends on system configuration To place a conference call 1 While on the first call press _CONF or the CNF menu button to place the call on hold 2 Add the conference parties If you are adding subscribers a Dial the extension number and announce the conference b Press the flashing CONF 3 button or the CNF menu button to add the party to the conference 7 LL a 2 E lt x Lu Lu If you are adding outside parties a Press OUTGOING or the Outgoing Call access code KW b Dial the number and then announce the conference c Press the flashing _ CONF zii button or the CNF menu button to add the party to the conference 3 After gathering the conference parties press the flashing CONF 3 button or the CONN TO CNF menu button to start the conference A confirmation notice dis plays CNF IN PROGRESS To place your endpoint on hold and remove yourself from the conference Press amp This places your endpoint on hold without disconnecting the parties To return to the conference press the flashing __LINE zllj button To add a party to the conference 1 Press CO
89. r CHANGING YOUR STATUS 1 Press STATUS Jor the STATUS menu button 2 Press the BROWSE menu button and then press the NEXT PREVIOUS menu button or m mi to scroll through the options If the status includes a time date or forwarding number enter the informa tion using the dialpad buttons See the following table for dialpad button character descriptions 3 Press the ACCEPT menu button or EM to set the status NUMBER OF TIMES BUTTON IS PRESSED IN ALPHA MODE BUTTON 1 2 3 4 5 6 7 8 9 10 11 12 13 EN TEAR st fe PVP gt lt yy EN A B C 2 a b c D EJ F 3 di e f ER GH l4 sglni i E J K L 5jj k l Kd M N J O 6 mj n o Pop p mRmIS amp IT EIg xs E T UIJ V 8 t u wv EN WIX Y Z 9w x yz 0 0 QJ amp 9 LEAVING TEXT MESSAGES 1 Do one of the following e Press MESSAGE and then press the LEAVE MESSAGE menu button e Press Co EB ER i 2 Dial the extension number CANCELING A SENT TEXT MESSAGE 1 Do one of the following e Press MESSAGE and then press the CANCEL MESSAGE menu button e Press co EB EN EL 2 Dial the extension number 3 Press the DELETE menu button or Kl to cancel the message VIEWING REPLYING TO OR DELETING A TEXT MESSAGE 1 While the handset is on hook press MESSAGE dj or the VIEW MESSAGE menu button Then lift the
90. r the PARK menu button 2 Enter a 1 to 10 digit orbit number for example KI and then press EM A confirmation notice appears CALL PARKED SUCCESSFULLY 3 Dial the extension number for which the parked call is intended and then announce the parked call and the orbit number 4 Hang up You are disconnected from both parties If the parked call is not picked up it will be redirected to the subscriber who parked the call after the Park Recall timer expires about two minutes To pick up a parked call 1 Press PICKUP or the PKUP menu button 2 Enter the orbit number and then press EM 20 Inter Tel Model 8662 Endpoint User Guide Using the Mute Feature The Mute feature disables your microphone to prevent parties from hearing you To enable or disable the Mute feature While on the call press MUTE UNMUTE menu button Displaying Your User Information lt MUTE or the You can temporarily display your user information and the system time and date To display user and system information Press CO AB Displaying Caller ID Information Use Caller ID to display the caller s name or number if available and the elapsed time of the call toggling between the name and number JOHN SMITH 480 961 9000 08 08 Caller Name on Caller Name off To display caller ID information Press CO EE EJ Caller ID toggle Blocking Outbound Ca
91. r your mailbox you can send a recorded NOTE message as a reply to an e mail The recorded message is attached to the sent e mail as an audio file Canceling Unheard Voice Mail Messages You can cancel unretrieved voice mail messages that you have sent to other sub scriber s mailboxes You cannot cancel unheard messages sent to call groups or hunt groups To cancel unheard voice mail messages Access your mailbox see page 48 and then follow the voice menu prompts and use the appropriate Voice Mail flowchart on page 54 without E Mail Reader or page 58 with E Mail Reader for the step sequence FEATURES lt W O gt 50 Inter Tel Model 8662 Endpoint User Guide Using Special Delivery Options You can add special delivery options to voice mail messages sent to other subscribers The following options are available after recording the message e Private This prevents the recipient from forwarding it to other subscribers e Certified When the recipient listens to the message you receive a receipt notice e Priority This places your message ahead of all other waiting messages in the receiving mailbox To use special delivery options Access your mailbox see page 48 and then follow the voice menu prompts and use the appropriate Voice Mail flowchart on page 54 without E Mail Reader or page 58 with E Mail Reader for the step sequence Recovering Deleted Voice Mail Messages You can retrieve deleted voice m
92. references Edit Calendar Status Triggers Inter Tel Model 8662 Endpoint User Guide TROUBLESHOOTING TIPS ENDPOINT AND SYSTEM FEATURES PROBLEM SOLUTION am unable to see my Inter Tel Personal Communicator toolbar s in Microsoft Outlook9 Right click in the toolbars area of Outlook If the toolbars are available in the list select the appropriate toolbar s you want to display If they are not listed try using the following method 1 From the Microsoft Outlook Help menu select About Microsoft Out look 2 On the About window click the Disabled Items button 3 On the resulting window select Inter Tel Personal Communicator for Outlook and then click Enable 4 Close the window and restart Outlook If the toolbars are still not visible contact your system administrator or refer to http support microsoft com kb 329098 EN US get the following error message INVALID FEATURE CODE The feature code entered does not exist Retry using the correct fea ture code see page 65 get the following error message FEATURE NOT ENABLED Your system does not support the feature or the feature is disabled Contact your system administrator for more information get the following error message FEATURE ACCESS DENIED Your system does not support the feature or the feature is disabled Contact your system administrator for more information
93. ry extension receives a call it is offered to all BLA group members Any BLA group member can answer incoming or held calls at the primary extension by pressing an assigned BLA feature button If a BLA group member answers a call from the primary extension other BLA group members can monitor the status of the call While the call is in progress BLA group members cannot pick up the call However 1f the primary extension or a BLA group member places the call on hold another BLA group member can then pick up the call Calls placed on hold for transfer or conference cannot be answered by other BLA group members After a call is picked up by a BLA group member it can be transferred NOTES or connected to a conference if the required additional lines are avail able Two lines of the primary extension must be available on the secondary extension to transfer calls Three lines of the primary exten sion must be available on the secondary extension to conference other subscribers Unlike Monitor Account BLA group members cannot use the assigned BLA feature button to place a call to or transfer calls to the primary extension However the BLA feature button can be used as a line button This allows you to press the BLA fea ture button and place calls from the primary not the secondary extension 1 gt pe 4 gt e 4 WA oD BLA feature buttons indicate call activity like the Monitor Account feature see the
94. sonal identification number PIN which is used for the following system features e Voice mail password e Unlocking your endpoint see page 30 e Hot Desking see page 33 e Inter Tel Personal Communicator for Voice see page 39 e Advanced hunt groups see page 43 NOTE Changing your voice mail password also changes your PIN To initialize your voice mail account Press EJ during any voice mail operation to advance to the next step Press EJ to return to the previous menu 1 Dial the voice mail extension number and then press ES 2 Enter your system generated voice mail password and then press ES 3 Enter your new password using dialpad buttons 0 through 9 4 to 12 digits and then press EJ 4 Press EB or say Accept to accept the entry or press E or say Erase to erase and re enter your password After accepting the new password the system prompts you to record your directory name 5 After the tone record your first and last name for the directory When prompted select one of the following options e Press E or say Accept to accept the name e Press Hl or say Replay to replay the recorded name e Press Ell or say Append to add to your name e Press Ef or say Re record to erase and re record your name See page 49 to re record or change your directory name After recording your name the system plays a message that introduces you to voice mail system features To skip the intro
95. t of 24 hold placing on 24 party addinga 24 placing 24 Configuration URL 8 Connectors endpoint 6 handset jack 6 headset jack 6 LAN Power jack 6 Personal Computer PC port 6 Contact information 59 Contact lists Company 37 Directory 37 Group 37 Personal 37 using 37 Contact name searching for 38 Contrast adjusting LCD 8 D Default system access codes 64 Dialpad button descriptions 28 38 51 56 Dialpad buttons 3 Direct Account Access using 31 Direct Endpoint Access using 31 Directed Call Pickup 23 Directory contact list 37 Directory name recording your 49 Dropping out of a conference call 24 E E Mail Reader fax destination programming 57 Main Menu E Mail Reader Count using 57 password entering 55 Emergency calls placing 16 Endpoint connectors 6 Direct Account Access using 31 Direct Endpoint Access using 31 features 3 Dialpad buttons 3 external speaker 3 Feature buttons 3 4 handset 3 headset 10 Hold button 3 lamp indications 6 liquid crystal display LCD 3 5 Message Indicator lamp 3 6 Speaker button 3 Special button 3 Volume Control button 3 locking 30 power requirements 7 resetting 10 ring tones changing 9 setup 8 troubleshooting tips 60 upgrades from home 60 Error messages 61 Error tones 6 External speaker 3 F Fax destination number programming 57 Feature buttons 3 descriptions 4 Feature codes 65 70 Inter Tel Model 8662 Endpoint User Guide
96. t or when a subscriber changes desks frequently Calls can still be made to the subscriber who was originally assigned NOTE to the endpoint using the subscriber s extension number Incoming calls for the original subscriber are assigned to the fourth line button 1 gt pe 4 gt e ra WA oD To use Hot Desking 1 Do one of the following e Press CO E EA EE Hot Desking log on e Press CO E EA E Hot Desking log on log off 2 Enter your login account or extension number and then press the ACCEPT menu button or EZ 3 Enter your personal identification number PIN and then press the ACCEPT menu button or EJ If necessary contact your system administrator for your PIN To log out of the endpoint and return it to the previous setting do one of the fol lowing e Press OO EE KJ Hot Desking log off e Press OO EN Kl Ell Hot Desking log on log off Hot Desking may or may not be enabled for your system If enabled Hot Desking options can be modi fied using Inter Tel Personal Communicator for Web Contact your system administrator for more infor mation Inter Tel Model 8662 Endpoint User Guide 33 Using Group Listen Group Listen allows you and others to listen to a caller over the speaker while you use the handset or headset to continue speaking This allows other people in the room to listen to the caller while the caller can hear you only Because Group Listen uses the external speaker it cannot be
97. the power supply during the downloading process The Model 8662 comes with preinstalled Inter Tel software and firmware but occa sional software updates may be required when new versions are available The end point is configured to download the updates automatically During the download process several messages display on the LCD and the feature button lamps illuminate The download is complete and the endpoint is ready for use when your user information appears Inter Tel Model 8662 Endpoint User Guide 7 oa IEE ENDPOINT SETUP tu m Your endpoint should be ready to use If either of the following messages is displayed 7 ENTER ACTIVATION ENTER CONFIG CODE URL contact your system administrator for assistance or refer to the Activation and Wel come e mail messages as shown in Microsoft Outlook below which contain information to activate your endpoint and enable Inter Tel Personal Communicator for your account t 3 g From Subject 2 Date Today 3 Inter Tel S Personal Communicator Inter Tel Endpoint Activation Instructions 4 Inter Tel Personal Communicator Welcome to Inter Tel g Personal Communicator Adjusting the Viewing Angle You can adjust the endpoint viewing angle according to your preference To adjust the viewing angle 1 Position the endpoint on a flat surface 2 Remove the support feet from the base holes 3 Tilt the endpoint to the desired angle 4 Repl
98. u and the other party but the other party cannot hear the helper To use Agent Help 1 While on the call press co E E3 2 Dial the Agent Help extension number if not preprogrammed 3 Based on whether the call is accepted or rejected a confirmation notice appears AGENT HELP AGENT HELP IN PROGRESS FAILED If the Agent Helper s line is busy you receive a notice confirming that the request has been sent and that the call is proceeding AGENT CALL PROCEEDING When you receive an Agent Help request your display indicates the request AGENT HELP CALL FROM JOHN SMITH fm wi YA ou gt te gt lt q Du qu To accept an Agent Help request Press ACCEPT or the flashing button To reject an Agent Help request Press REJECT or Co I EA If the outside caller hangs up the subscriber who sent the request and the Agent Helper remain connected as a conference call CNF IN PROGRESS To end an Agent Help session Hang up x Agent Help may or may not be enabled for your system Contact your system administrator for more information t Agent Help extensions are assigned to feature buttons by your system administrator 44 Inter Tel Model 8662 Endpoint User Guide Using Bridged Line Appearance Bridged Line Appearance BLA allows a subscriber s endpoint s to be monitored by one or more other subscribers or BLA group members secondary extensions When the subscriber prima
99. u button and then press SEARCH 2 Enter all or part of the name using the dialpad buttons and then press the SEARCH menu button or ES 3 Press the NEXT PREVIOUS menu button or if l to scroll through the list 4 After finding the name If the contact is a subscriber press the CONTACT menu button or E to display the Outbound Communication menu see page 37 If the contact is not a subscriber all stored phone numbers for the contact display 5 Press the CONTACT menu button or EM to activate the selection or dial the num ber 38 Inter Tel Model 8662 Endpoint User Guide Using Inter Tel Personal Communicator for Voice Inter Tel Personal Communicator for Voice is a voice portal that allows you to call into the system from any endpoint or phone and access Inter Tel Personal Communi cator features Because the voice portal uses Text To Speech TTS and Automatic Speech Recognition ASR technologies to activate and play feature selections it is accessed and used similarly to using your voice mail account You can activate voice portal features by pressing the touch tone dialpad buttons on your endpoint or phone or by issuing voice commands if speech recognition is enabled Use Inter Tel Personal Communicator for Voice to e Get or change your status setting see page 27 e Check messages and return calls see page 25 e Place a call from a contact list see page 37 e Access your Call Log s
100. ubscriber s current loca tion and bypass any other enabled routing rules To use Direct Account Access 1 Press oo EB KA 2 Dial the extension number Using Hot Rules Use Hot Rules to redirect active or incoming calls If you are on an active call Hot Rules apply to the active call not an incoming call Hot Rules apply to incoming calls only if the endpoint is idle The default Hot Rules destinations are e Voice mail V MAIL Sends the call to voice mail e Current location CUR LOC Sends the call to your current location e Hold call HOLD CL Places the call on hold To use Hot Rules 1 While on a call or while a call 1s ringing press the HOT RULES menu button or co EB El 2 Do one of the following e Press the APPLY menu button or EM to accept the current Hot Rule e Press the NEXT PREVIOUS menu button or i j to scroll through the options and then press the APPLY menu button or E to accept the rule If the call is active and you selected current location CUR LOC enter the exten sion number or press OUTGOING or the Outgoing Call access code E and then enter the outside number Direct Endpoint Access and Direct Account Access may or may not be enabled for your system Contact your system administrator for more information T Advanced routing for Hot Rules may or may not be enabled If enabled advanced Hot Rules routing can be added or changed using Inter Tel Personal Comm
101. uide 73 74 Inter Tel Model 8662 Endpoint User Guide Part No 590 8004 Issue 1 October 2006 NOU AOO
102. unicator for Web and can contain multiple steps and perform other functions based on the person calling such as hang up play a greeting or transfer the call to another subscriber Contact your system administrator for more information Inter Tel Model 8662 Endpoint User Guide 31 E m gt Cc 7 m n gt z gt z 2 m is Using Personal Assistant Personal Assistant allows you to place a call by saying the name extension or outside A number of the person you are calling To use Personal Assistant 1 Press co KB EM 2 After hearing Personal Assistant s introduction Who would you like to call say the name extension or outside number of the person you want to call Per sonal Assistant verifies the information or asks you to repeat the request 3 Say Yes to accept or say No to start over Using Record A Call Use Record A Call to record an ongoing call as a mailbox message You can then retrieve the recording from your mailbox Record A Call remains active after the other party hangs up allowing you to add to the recording if desired To use Record A Call 1 While on the call press Co B E 2 Enter the mailbox number if not preprogrammed and then press the ACCEPT menu button or EM A confirmation notice appears RECORDING IN PROGRESS e N77 Ww Ww Se E te gt lt q aw Lu 3 After recording the conversation append the message if desired a
103. us menu or press E or say Accept to accept the option ACCESSING MESSAGES PERSONAL OPTIONS MAILBOX ACCESS NOTE Options vary by media 1 Press the Message button to Record Greeting EN type ji listen to a specific message Primary Greeting EH While the message is playing or dial the voice mail exten Back Up EN sion number Alternate Greeting II 2 Enter your password and then System Greeting El Pause E ress EJ a press IEJ See Recording Options Move Forward If you are not prompted for i s ii your password press pue ad ele Lower Volume E enter your mailbox number See Recording Options Play the Envelope EH and password and then press Record Change Password El E Higher Volume 6 SUBSCRIBER MAILBOX MENU Change Envelope Settings il Save the Message Ti Date Voice Mail EB D EH Delete the Message EN M S Record EN apo D ed Skip to the End EN Length Subj Pages E E Mail E z ES After the message All Options a 7 Personal Options Ei E EH Replay Message ES None i i Message Options E Reply tothe Message E Facsimile 6 Remote Messaging H Voice Mail Message Primary Cascade Disable ASR EN ii Call Back A Alternate Cascade ie RECORDING OPTIONS TENERE Forward aCopy E i More Options EN See Recording Options Dial the mailbox number
104. xam ple E m gt 4 Cc A m e Press co Ell HI to call a personal contact using Station speed dial e Press CO EJ EG to call a company number using System speed dial You can assign Station speed dial access codes using Inter Tel Personal Communicator for Web or Inter Tel Personal Communicator for Windows Contact your system administrator for more information Inter Tel Model 8662 Endpoint User Guide 19 BASIC 7 LL a 2 E lt x Lu Lu FEATURES UsED WHILE ON A CALL The following features are primarily used for active or incoming calls Placing Calls On Hold When you place a call on hold the held party hears music on hold or silence depend ing on your system configuration While the call is on hold the system periodically rings your endpoint as a reminder To place a call on hold 1 Press amp or the HOLD menu button 2 Hang up or place another call To return to a held call 1 Lift the handset or press mf handsfree 2 Press amp or the flashing __LINE button If more than one call is on hold switch between held calls call hop by pressing the flashing LNE 3 Using Call Park button assigned to the call Use Call Park to place calls on hold to a designated orbit location After the call is parked to the orbit location it can be picked up answered by any subscriber To use Call Park 1 During the call press PARK o
105. ystem administrator or if you need additional information not covered in this user guide refer to your system administrator guide part number 590 8000 or contact your local provider for more information E O Cc W C m 2 I o Oo Z i9 Inter Tel Model 8662 Endpoint User Guide 59 o zZ O e lt 7p Ww E a O ag TOOLS TROUBLESHOOTING TIPS The table below includes troubleshooting tips for endpoint and system features The table on page 63 includes tips for voice mail features Refer to the tables before con tacting your system administrator or local Inter Tel provider TROUBLESHOOTING TIPS ENDPOINT AND SYSTEM FEATURES PROBLEM SOLUTION The endpoint is not working prop erly Reset the endpoint see page 10 If the endpoint continues to fail contact your system administrator cannot use one or more of the features described in this guide am unable to enter time or date information for my status settings The feature may not be enabled Contact your system administrator for more information The Prompt me for additional descriptive text each time choose this status in the Status section of Inter Tel Personal Communicator for Web may need to be enabled cannot program System speed dial numbers System speed dial numbers are programmed by the system adminis trator cannot change the time and date on the endpoint display

Inter-Tel 8662 Telephone User Manual

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