Model 8690 ® Inter-Tel Protocol Mode User Guide
Notice This Inter-Tel® user guide is released by Inter-Tel, Inc. as a guide for end-users. It provides information necessary to use the Model 8690 endpoint. The contents of this user guide, 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 available in the initial release. Future product features and applications are subject to availability and cost.
CONTENTS PAGE FINDING YOUR WAY Table of Contents FINDING YOUR WAY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 GETTING STARTED MOVING ON Welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 About Your Endpoint . . . . . . . . . .
CONTENTS PAGE Speed Dialing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using Record-A-Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Paging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Performing a “Hookflash” During a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
FINDING YOUR WAY Finding Your Way SECTION CONTENTS PAGE Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 About Your Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Endpoint Connectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Optional USB Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
FINDING YOUR WAY WELCOME Your new Model 8690 endpoint provides access to several features, each of which is described in this guide. The Inter-Tel multi-protocol endpoints support two different modes of network protocols, and can operate in either Inter-Tel Protocol (ITP) mode or Session Initiation Protocol (SIP) mode. The operating mode determines which features and options are enabled on the endpoint. This guide is for the Model 8690 endpoint operating in ITP mode.
Your Model 8690 is a desktop endpoint that uses the technology available with a Personal Data Assistant (PDA). The operating system on the endpoint is a customized version of Microsoft® Windows® CE .NET 4.2. The Model 8690 has a Liquid Crystal Display (LCD) touch screen that displays a telephone interface with traditional telephone elements that include a display, dialpad, feature buttons, and menu buttons. A stylus pen provides access to elements on the interface.
FINDING YOUR WAY Endpoint Connectors Your Model 8690 endpoint has various connectors that are required for an IP endpoint. Two light-emitting diodes (LEDs) on the PC ports and LAN/Power jack indicate link status and the speed of the connections. The ports and connectors on the Model 8690 endpoint include the following: • • • • • • • • • External Microphone Jack: Allows you to connect an external microphone to the endpoint. External Speaker Jack: Allows you to connect an external speaker to the endpoint.
You can connect a standard USB device to your Model 8690 endpoint using a standard USB cable (not included) connected to the USB host port on the back of the endpoint (see page 4). The operating system will automatically detect the device when the endpoint is powered on. If you connect a USB keyboard, you can configure the keyboard properties under Start - Settings - Control Panel - Keyboard. You can also use the USB host port to connect a mouse.
FINDING YOUR WAY Reset Button The Reset Button on the back of the endpoint immediately shuts down the operating system and any applications that are currently running on the endpoint. When the Reset Button is pushed, the screen goes blank, and the default settings are restored. After a few moments the operating system restarts and the client application re-opens when network connectivity is re-established.
The Model 8690 user interface contains elements that simulate a traditional Inter-Tel six-line display endpoint. These elements allow you to place and receive calls and access endpoint and voice mail features from the Model 8690 just like a conventional Inter-Tel endpoint. The interface includes the following elements: • Navigation buttons: Provide access to UC views (see page 10). • Six-line display: Provides extension and system information and a menu for accessing additional options or features.
FINDING YOUR WAY Feature Buttons The feature buttons are designed to automate some of the commonly-used functions, such as dialing an outside number. Each of these is described in the table below. BUTTON IF YOU... YOU CAN... PG. Mute Press Mute Mute the microphone. 23 Fwd Press Fwd Forward your calls. 54 Answer Press Answer Answer a call. Speaker Press Speaker Put a call on the speaker. 23 Press Outgoing and dial the number Place an outgoing call. 47 Press Hold Put a call on hold.
The six-line display area of the interface provides basic system information as well as a menu to access more advanced endpoint features. The first line of the display contains the extension and name of the user. The lower four lines of the display contain menu options that change according to the feature that you are currently using. To select an option on the menu, press the menu button closest to it. If there is only one option on a line, you can press the button on either side.
FINDING YOUR WAY Unified Communicator Elements Unified Communicator (UC) is a productivity tool designed to help you manage your communication effectively. UC allows you to interact with the software through personal computers, desktop endpoints, cell phones, handheld organizers, and speech. With multiple interfaces, you can access features and functionality, no matter where you are.
You can customize your endpoint’s appearance by selecting a “skin” and applying it to the interface. All skin options include navigation buttons, a display, a dialpad, and feature buttons. Skin options for the interface are shown below. Facets Retro Globe (Default Skin) Heavy Metal Flower Power To select a skin for the interface: 1. Press the system tray icon (see page 10), then select Options from the menu. The Options dialog box opens to the Session tab. 2.
FINDING YOUR WAY ABOUT THE OPERATING SYSTEM The operating system on the Model 8690 is a customized version of Microsoft Windows CE .NET V4.2. When you first power up your endpoint, the screen remains blank for approximately 10 seconds. After this period, the Windows CE .NET desktop appears, followed by the Loading Application Appearance dialog box. This dialog box signals that the telephone application is launching.
The operating system includes an on-screen keyboard function called the Input Panel. When a feature requires you to enter characters, the Input Panel pops to the front of the screen. To access the Input Panel, press the Input Panel icon ( ) located in the far-right corner of the taskbar. Then select LargeKB (large keyboard). You can relocate the Input Panel by pressing the title bar with the stylus and dragging it to another area of the screen.
FINDING YOUR WAY System Registry The information stored in the Windows CE .NET registry is not accessible. The registry contains a number of settings and preferences that are saved in two separate locations for backup purposes. To safeguard registry settings, it is recommended that you save the registry after you make changes to operating system preferences using the Control Panel, and to UC preferences using the system tray menu.
Voice mail is an application that is part of the Inter-Tel voice processing system. Using voice mail, you and other callers can send and receive recorded messages from any supported endpoint on the system. To use voice mail features, each user (or subscriber) is assigned a mailbox, which usually corresponds to the extension number assigned to your endpoint. You can, however, have an unassociated mailbox that does not correspond to an extension.
FINDING YOUR WAY The instructions for many voice mail tasks are identical for standard voice mailbox and advanced mailbox users.
Enterprise Messaging (EM) is the Inter-Tel messaging system that uses industry-standard protocols for communication and messaging. EM unifies communication and messaging by providing access to voice mail, fax, and e-mail messages in your mailbox. The EM system provides voice mail users with the following advanced messaging features: • Automatic Speech Recognition (ASR): ASR can be enabled for the entire system or it can be enabled for specific applications (like voice mail) or mailboxes.
FINDING YOUR WAY Automatic Speech Recognition (ASR) Automatic Speech Recognition (ASR) is a feature available for systems using EM. Because ASR is a very flexible feature, it can be enabled or disabled on several different levels. When ASR is enabled for your mailbox, you can issue spoken commands to navigate the voice mail menus. ASR also allows subscribers and non-subscribers to navigate automated attendant menus, call routing applications, and search the directories using voice commands.
Your Model 8690 endpoint and the telephone system come equipped with many features. To help you understand what everything means, it is recommended that you read the following information before you use your endpoint: • The endpoint has a 640x480 pixel LCD touch screen. To access the elements on the screen, use the stylus that is shipped with the endpoint. When you are instructed to “press” an area on the screen, gently tap the appropriate area of the touch screen with the stylus.
FINDING YOUR WAY SOFTWARE COMPATIBILITY Depending upon which software version your telephone system is using, some of the features included in this guide may not be available for your endpoint. Check with your system administrator to see which software version your telephone system currently uses and if there are any features restrictions for your system. Your Model 8690 endpoint is compatible with the following Inter-Tel software: 20 • Inter-Tel® 5000 system software v1.
It is recommended that you read the following guidelines before using your Model 8690 endpoint: • Consult your system administrator and your local Inter-Tel servicing company for important information about dialing emergency services from your Model 8690 before you begin using it. • There can only be one memory card (PCMCIA or CF) inserted when you power on the endpoint. If you use both types of memory cards, remove one card before powering up the endpoint.
FINDING YOUR WAY ENDPOINT BASICS Before you begin using your endpoint, take a moment to learn how to complete basic tasks such as adjusting the angle of the endpoint, using the speaker and the microphone, and using a headset. Adjusting Your Endpoint’s Viewing Angle Your Model 8690 endpoint has an adjustable base that allows you to tilt it to enhance the viewing angle. To adjust the viewing angle of the endpoint: 1. Position the bottom of the endpoint’s base on a flat surface. 2.
If you are not using a headset, you can talk handsfree using your speakers and microphone. The microphone has a mute feature, which, when enabled, allows you to hear the other party but they cannot hear you. (This does not put the party on hold.) You can also use the speakerphone for on-hook dialing, call monitoring, and background music. Mute Button To mute the microphone: Press Mute or the MUTE menu button. To turn the mute feature off: Press Mute or the UNMUTE menu button.
FINDING YOUR WAY Using the Message Button In today’s busy world, it’s almost guaranteed that someone will call you while you are on another call, away from your work station, or in DND. When this occurs, the other party can leave a message for you. When you have received a message from another party, your endpoint’s Message Indicator lamp flashes. When you press Message, a call is automatically placed to the calling endpoint or voice mail system to retrieve the message.
To retrieve a message (Message Indicator lamp is flashing): Lift the handset and press Message. A call is automatically placed to the endpoint or message center that left the message. (See page 29 for information about accessing your mailbox.) To select the message you want to answer first: 1. With the handset in the cradle, press the VIEW MESSAGE menu button to view the waiting message.
FINDING YOUR WAY SETTING UP VOICE MAIL To begin using your mailbox you will need to complete a few basic set-up procedures to initialize your mailbox, customize your personal greetings, and record your voice mail directory name. NOTE: If your telephone system uses Enterprise Messaging (EM), your mailbox may have the Automatic Speech Recognition (ASR) feature enabled. When ASR is enabled for your mailbox, you have the option of issuing a spoken command or pressing a dialpad button.
FINDING YOUR WAY 6. After the tone, record your first and last name. 7. When prompted, do one of the following: • • • • Say “Accept” or press # again to accept the name. Say “Replay” or press 1 to replay the name you just recorded. Say “Append” or press 2 to add to your name. Say “Re-record” or press 3 to erase and re-record your name. NOTE: The system then plays a prompt that introduces you to the basic voice mail system features.
FINDING YOUR WAY To record/change your personal greeting: 1. Access your mailbox as described on page 29. 2. Say “Personal” or press 4 to select the Personal Options Menu. 3. Say “Greeting” or press 1 to record/change your personal greeting. 4. Do one of the following: • Say “Primary” or press 1 to record and/or enable your primary greeting. • Say “Alternate” or press 2 to record and/or enable your alternate greeting. • Say “System” or press 3 to enable the system default mailbox greeting. 5.
If you have a message waiting in your mailbox, you must access your mailbox to retrieve it. NOTE: If your telephone system uses Enterprise Messaging (EM), your mailbox may have the Automatic Speech Recognition (ASR) feature enabled. When ASR is enabled for your mailbox, you have the option of issuing a spoken command or pressing a dialpad button. See page 18 for ASR guidelines. ALSO: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.
FINDING YOUR WAY DISABLING AND ENABLING ASR If your telephone system uses Enterprise Messaging (EM), your mailbox may have the Automatic Speech Recognition (ASR) feature enabled. When ASR is enabled for your mailbox, you have the option of issuing a spoken command or pressing a dialpad button. If your environment prevents you from using ASR, you can temporarily disable it by accessing option number eight on the main subscriber menu. This option disables ASR for that particular call only.
Getting Started SECTION CONTENTS PAGE Inter-Tel® Model 8690 User Guide (ITP Mode) 32 32 33 34 35 35 39 39 41 42 42 42 43 44 45 45 47 49 49 50 51 52 52 52 52 53 54 54 55 55 56 57 57 59 60 62 63 65 GETTING STARTED Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Calibrating the Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Backlight Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring VLAN Ports .
GETTING STARTED INTRODUCTION Now that you know what your endpoint can do, it’s time to start using it. In this section, you’ll learn how to make and receive calls, transfer calls, retrieve voice mail messages, and much more. Most of the features in this section do not require the endpoint to be logged on to UC. For instructions on how to use UC advanced features on your endpoint, see page 93.
SETTING BACKLIGHT OPTIONS The default backlight timeout is four hours. You can select a different backlight timeout as explained below. NOTE: UC Message alerts (see page 117) and status alerts (see page 118) do not “wake” the screen, however software upgrade prompts (see page 42) do. To change the default value for the backlight timeout: 1. Press Start - Settings - Control Panel. 2. Double-press Display. 3. Select the Backlight tab. 4.
CONFIGURING VLAN PORTS To improve voice quality and security, your network administrator may place your endpoint in a Virtual Local Area Network (VLAN). GETTING STARTED A VLAN is a network of computers that behave as if they are connected to the same wire, even though they may be physically located on different segments of a LAN. VLANs minimize congestion on the network because they allow voice and data to be routed more efficiently.
USING THE SYSTEM TRAY MENU To access the system tray menu, press the system tray icon (see page 10) to display the menu. Menu-accessible options are discussed throughout this section. Setting Options The following instructions explain how to set the available options in the Options dialog box. Some of these settings require information you must obtain from your network administrator. To open the Options dialog box, press the system tray icon, then select Options from the menu.
Appearances Tab GETTING STARTED To set or edit options on the Appearance tab: 1. Select Specify alternate appearance to change the default skin (see page 11). 2. Select the UC functions where you would like to use large icons. You may want to use large icons so that screen items are easier to read. However, less information will be displayed.
Advanced Tab NOTE: Typically, you would enter the extension of the Unified Communicator telephone client (or an attendant) in this field. When the telephone auto dials the UC telephone client, you can use the UC Voice User Interface (VUI) to issue voice commands such as, “Call Bob Smith” to make calls. Check with your network administrator to obtain your system’s telephone client number.
4. Enable or disable the following options: • Log to file: Diagnostics are logged to a file stored in the My Computer folder on the endpoint. This option is ON by default. NOTE: This file is stored in an area of the file system that will be lost if you GETTING STARTED reset the endpoint. If you are asked to provide this file to technical support, either copy the file off of the device, or copy the file to the Mounted Volume folder (My Computer\Mounted Volume) before resetting the endpoint.
Adding a .NET Passport NOTE: This option is only available when you are logged on to UC. NOTICE At the time of this publication, Microsoft had disabled connectivity to the MSN network for third-party products like Unified Communicator, in preparation for a licensing model which had not yet been disclosed. Currently, the .NET Passport dialog box allows you to enter information, but the functionality has been disabled.
Auto Upgrade and Pending Upgrades GETTING STARTED Although your endpoint automatically checks for upgrades, you can run the Auto Upgrade feature using the Advanced option on the system tray menu. If there are no new upgrades available, you will not be notified, and your endpoint will function normally. If there is an upgrade available, the Software Upgrade dialog box opens, and you are prompted to install the upgrade.
Station Password NOTE: This option is only available when you are logged on to UC. The station password allows you to quickly add your endpoint as a device to UC. GETTING STARTED To set the station password: 1. Press the system tray icon, then select Advanced – Set Station Password. 2. Enter your old password. 3. Enter a new password. 4. Enter the new password again to confirm it. 5. Press OK. Default Configuration The Default Configuration option restores the endpoint configuration to its default state.
INSTALLING SOFTWARE AND FIRMWARE UPGRADES GETTING STARTED Your endpoint may be configured to download software and firmware updates from a configured server automatically. If so, your endpoint will periodically check the server to see if any updates are available. When an update is available, the endpoint downloads it automatically. The Auto Upgrade option (see page 40) on the Advanced submenu allows you to manually search for new software versions, and access pending upgrades.
Operating System When a new version of the operating system is downloaded, the client application exits, and the upgrade application launches. An upgrade of the operating system takes approximately 30 minutes to complete. It is imperative that you do not interrupt the operating system process before it completes. Do not disconnect the endpoint from it’s power source or attempt to use the endpoint during the download process.
Installing a New Version of Software or Firmware GETTING STARTED When an upgrade is available, the Software Upgrade dialog box opens, and you are prompted to install the upgrade. To install the upgrade immediately, press OK. To install the upgrade later, you can set a reminder (see instructions below). When the reminder timer has expired, the Software Upgrade dialog box automatically prompts you to install the pending upgrade. CAUTION The Model 8690 does not have a built-in hard drive.
MAKING AND RECEIVING CALLS Making and receiving calls is the basic purpose of any endpoint. With your Model 8690 endpoint, you can make/receive intercom and outside calls and make emergency calls. Consult your system administrator and your local Inter-Tel servicing company for important information about dialing emergency services from your Model 8690 endpoint before you begin using it.
If there is no answer or if the endpoint is busy when you place an intercom call, you can do any of the following: • To leave a station message: Press Message or the LEAVE MESSAGE menu button and then hang up. GETTING STARTED • To leave a voice mail message: Press Message or the LEAVE VOICE MAIL menu button and wait for the message center to answer. NOTE: This option is only available if the called endpoint has a voice mailbox.
To receive a non-handsfree intercom call: EITHER, Press the Answer. OR, Lift the handset for privacy. NOTE: You must lift the handset if the caller has the Ring Intercom Always feature Instead of answering a ringing call, you can press one of the following menu buttons: • SEND TO V-MAIL: Sends the call directly to your voice mailbox. You will not see this option if you do not have a mailbox. • IC CALL TO DND: Places your endpoint in DND mode and blocks the call.
To request a callback (queue on to the line) if all outgoing lines are busy when you try to call out: When you hear busy signals, press 6 and hang up. When the line is available, your endpoint rings. GETTING STARTED To cancel the queue request before your endpoint rings: Press 6 . When dialing the number, you can press one of the following menu buttons: • OUTSIDE DIR: Selects the speed-dial directory. (See page 82.) • STN SPEED DIAL: Selects the Station Speed-Dial feature. (See page 77.
Emergency Calls With Inter-Tel communication systems, you do not have to access an outside line (press the Outgoing menu button) to dial an emergency number. To make an emergency call: 1 1 Dial 9 . A call is automatically placed to the preset emergency number Consult your system administrator and your local Inter-Tel servicing company for important information about dialing emergency services from your Model 8690 endpoint before you begin using it. NOTE: Dial 9 9 9 in Europe for emergency services.
PLACING CALLS ON HOLD GETTING STARTED You can place calls on hold in one of two ways: individual or system. • Individual Hold places the call on hold at one endpoint. It can then be directly picked up at that endpoint or it can be picked up at another endpoint using the Call Pickup (Reverse Transfer) feature (see page 53). • System Hold places the call on hold in the system.
PLACING CONFERENCE CALLS With the Conference feature, you can establish a conference call with up to three intercom and/or outside parties (four, including you). • To drop out of the conference: Press the CNF menu button and hang up. This removes your endpoint from the conference, but leaves the other parties connected. • To add parties to the conference: a. Press the ADD PARTY menu button. This leaves the conference parties con- nected. b. Place a call to the party to be added to the conference. c.
TRANSFERRING CALLS Although transferring calls is considered a basic function of an endpoint, the Model 8690 endpoint has many advanced options for this feature. With your endpoint, you can transfer to another extension, voice mail, or even an outside line. GETTING STARTED To Another Extension 1. EITHER, Press the TRANSFER menu button. OR, Press the TRANSFER TO HOLD menu button to place the call on hold at the other endpoint. 2.
USING REVERSE TRANSFER To answer a call ringing or holding at another endpoint: 1. Lift the handset and dial 4 . 2. Dial the extension or hunt group number (see page 88) where the call is ringing or holding. The call is transferred to the endpoint you are using, and you are connected to the caller. NOTE: If the Group Call Pickup feature is enabled, you can pick up a call ringing at any station in a hunt group by dialing the hunt group’s extension number.
FORWARDING CALLS GETTING STARTED With the Forwarding feature, you can have calls follow you (e.g., forwarded to a cell phone), or you can redirect calls to a voice mail or other extension. For greater flexibility with status changes and call forwarding, use the composite status (see page 96) and call routing features (see page 117) provided in Unified Communicator instead of DND and device forwarding.
To cancel any call forward request: 1. Press Fwd. 2. Press the FWD OFF menu button. System Forwarding To enable or disable System Forwarding: 5 4 Dial 3 . NOTE: Manual forwarding overrides System Forwarding. Redirect Call The Redirect Call feature allows you to forward any call that is ringing on your endpoint without having to answer the call. NOTE: You cannot redirect calls to an extension that is in DND or to a restricted outside number. To redirect a call to an extension number: 3 1 1.
REDIALING A NUMBER GETTING STARTED The Redial feature allows you to quickly redial the last outside number you dialed. Although most endpoints redial the last number dialed, your system administrator can program your endpoint to redial the last number saved. For UC redial options, see page 101. To use the Last Number Dialed feature (if enabled): With or without the handset lifted, press the OUTSIDE CALL menu button and then the REDIAL menu button. The number is dialed.
ACCESSING VOICE MAIL MESSAGES When you access your mailbox, you can listen to new and saved voice mail messages. After listening to your voice mail messages you can access the associated options. ALSO: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox. See page 119 for information and instructions about using E-Mail Reader features. Listening to Messages To listen to messages: 1. Access your mailbox as described on page 29. 2.
5. When the message has finished playing, you have the following options: GETTING STARTED • Say “Replay” or press 1 to replay the message from the beginning. • Say “Reply” or press 2 to reply to the message. You have the following options: – Say “Voice Mail” or press 1 to leave a voice mail message for the caller. If the caller has a mailbox number, you are prompted to verify the destination by saying “Yes” or by pressing # .
Recovering Deleted Voice Mail Messages If you accidently delete a voice mail message, you can retrieve it within a specific time frame (programmed by your system administrator). Any retrieved messages are then restored to your saved-message queue. Messages that are not undeleted within the programmed time (up to 24 hours) are automatically erased. mail and fax messages. See page 129 for instructions about how to recover deleted voice mail, e-mail, and fax messages.
Recording and Sending Voice Mail Messages You can record and send voice mail messages by accessing the record option on the main menu. GETTING STARTED NOTE: If E-Mail Reader is enabled for your mailbox, a reply to an e-mail message (see page 125) is a recorded voice message that is attached to the e-mail as a .wav file. To record and send voice mail messages: 1. Access your mailbox as described on page 29. 2. Say “Record” or press 2 . 3. Say or enter the desired mailbox number or group list number.
NOTE: If you select the copy or special delivery options and then do not respond to the prompts, the system will time out and deliver your message to the original recipient. 6. Hang up. Inter-Tel® Model 8690 User Guide (ITP Mode) 61 GETTING STARTED • Say “Copy” or press 4 to copy your message to other mailboxes. Say or enter the desired mailbox number or group list number. The system announces the name assigned to the mailbox number or group list number.
Canceling Unheard Voice Mail Messages You can cancel unretrieved messages that you have sent to individuals, but not messages that you sent to group lists. GETTING STARTED To cancel unheard voice mail messages: 1. Access your mailbox as described on page 29. 2. While listening to the voice mail main menu, say “Options” or press 5 for Message Options. 3. Say “Unheard” or press 1 . 4. When prompted, say or enter the number of the mailbox containing the unheard message. 5.
USING DO-NOT-DISTURB MODE Your telephone system can have up to 20 different DND messages, each of which can be changed by the system administrator, installer, or programmer. Your trainer or system administrator will give you a list of the programmed DND messages. For convenience, you should update the following default list.
GETTING STARTED To enable DND: 1. Press the DND menu button. 2. EITHER, Dial the two-digit number corresponding to the message you want to use. OR, Press the SCROLL menu button followed by the PREVIOUS or NEXT menu button. OR, Press the Volume high button (up arrow) or Volume low button (down arrow) to scroll through the messages. 3.
USING REMINDER MESSAGES Your telephone system can have up to 20 different reminder messages, each of which can be changed by the system administrator, installer, or programmer. Your trainer or system administrator will give you a list of reminder messages for your system. For convenience, you should update the following default list.
GETTING STARTED 66 Inter-Tel® Model 8690 User Guide (ITP Mode)
Moving On SECTION CONTENTS PAGE Inter-Tel® Model 8690 User Guide (ITP Mode) MOVING ON Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Setting Endpoint Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Changing Volume Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Selecting a Ring Tone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Enabling Background Music. . . . . . . . . . . . . . . . . . . . . . . .
INTRODUCTION Now that you’ve mastered the basics, it’s time to move on to the advanced features.In this section, you’ll learn how to program your endpoint, use directories, access your voice mailbox remotely, and perform various other functions. The features in this section do not require the endpoint to be logged on to UC. For instructions on how to use UC advanced features on your endpoint, see page 69. For additional programming information, see the Model 8690 Administrator’s Guide.
Selecting a Ring Tone The ability to change your ring tone is helpful in close-quartered environments. If your ring tone is unique, you can quickly identify when a call is ringing on your endpoint. Enabling Background Music If your telephone system is equipped with a music source, you can listen to music through your speaker. To enable or disable background music: 1 3 Dial 3 . Inter-Tel® Model 8690 User Guide (ITP Mode) 69 MOVING ON To select the type of ring tone for your endpoint: 9 8 1.
Enabling Automatic Call Answer The Automatic Call Answer feature determines whether or not you are automatically connected to a caller when you lift the handset (or press Answer ). If this feature is enabled, you are automatically connected when you go off-hook. If it is disabled, you must first lift the handset (or press Answer ) and then press the flashing button. To enable/disable this feature for ringing outside calls: 6 0 With the handset in the cradle, dial 3 .
SETTING MAILBOX PREFERENCES Your mailbox contains personal options to allow you to customize voice mail functions. However, before you change your voice mail options, you must first initialize your mailbox (see page 26). NOTE: If your telephone system uses Enterprise Messaging (EM), your mailbox may have the Automatic Speech Recognition (ASR) feature enabled. When ASR is enabled for your mailbox, you have the option of issuing a spoken command or pressing a dialpad button. See page 18 for ASR guidelines.
Changing the Voice Mail Message Envelope When you receive a voice mail message, the voice mail system plays an “envelope” that can include the time and date the message was left, the source of the message, and/or the message length. By default, the envelope contains all of this information, but you can change your envelope, as described below. NOTE: If E-Mail Reader is enabled for your mailbox, you can also change your e-mail and fax message envelopes.
Changing the Call Screening Transfer Method NOTE: The Call Screening feature is available only if it is enabled for your mailbox. Contact your voice mail administrator to see if this feature is enabled for your mailbox. Depending on the transfer method you select, calls that are transferred from your mailbox may be one of the following: • Unannounced Calls: Calls are sent directly to your extension.
Programming a Fax Destination With the Inter-Tel voice processing system, when you specify a fax destination number for your mailbox, callers can access your mailbox to send a fax to your fax machine. To change your fax destination number: 1. Access your mailbox as described on page 29. 2. Say “Personal” or press 4 to select the Personal Options Menu. 3. Say “More” or press 9 for More Options. 4. Say “Number” or press 1 . 5. Say or enter the number of your fax destination.
Programming Remote Messaging NOTE: The Remote Messaging feature is available only if it is enabled for your mailbox. Contact your voice mail administrator to see if this feature is enabled for your mailbox. ALSO: The remote messaging feature is supported for voice mail messages only. If EMail Reader is enabled for your mailbox, you cannot use remote messaging for e-mail and fax messages. With Remote Messaging, you can program voice mail to call you when your mailbox receives new voice mail messages.
MOVING ON To set up remote messaging for voice mail messages (if enabled): 1. Access your mailbox as described on page 29. 2. Say “Personal” or press 4 to select the Personal Options Menu. 3. Say “Remote” or press 5 . You have the following options: • Say “Primary” or press 1 to set up a primary cascade. • Say “Alternate” or press 2 to set up an alternate cascade. 4. Say “Level” or press 1 and then say or enter the number (1-9) of the level you wish to program.
SPEED DIALING Speed dialing allows you (and your system administrator) to store frequently dialed numbers for easy dialing. Each number is stored on your endpoint (Station Speed Dial) or in the telephone system (System Speed Dial) and is identified by a location number. Once programmed, you can quickly dial these numbers by entering a feature code and dialing the desired location number. Because the system supports both station and system speed-dial numbers, you can have access to over 1000 stored numbers.
MOVING ON To store a number in a speed-dial location: 8 3 1. With the handset in the cradle, dial 3 . 2. Dial the speed-dial location (0-9) you want to program. 3. Enter the desired name for the speed-dial number, as described below: • Alphanumeric mode (Message lamp lit): Press the dialpad buttons to enter the desired characters. (Refer to the chart on page 83.) The number of times a button is pressed determines which character is entered. For example, 533266 would enter “JEAN.
System Speed Dial Your system administrator can store several speed dial numbers in the system speed dial locations. Depending on the size of your system, you can access up to 1000 or up to 5000 system speed dial locations, if they have been programmed. To view and/or dial System Speed-Dial numbers: 8 1 1. Dial 3 or press the SPEED DIAL menu button. 2. Press the SYS SPEED DIAL menu button. 3. Dial the location code (000-999 or 0000-4999) for the desired number. 4.
PAGING The Paging feature allows you to make an announcement through endpoint speakers or external speakers (if your system is equipped with external paging equipment). To prevent announcements from transmitting through every endpoint in the system, this feature uses page zones. Each zone contains a different combination of extensions and external paging equipment, and is programmed by your system administrator.
PERFORMING A “HOOKFLASH” DURING A CALL Certain telephone service companies may require a timed hookflash (a quick hang up and release). To generate a hookflash while using a line: EITHER, Press the FLASH menu button. If the FLASH menu button is not visible, press MORE until you see FLASH. OR, Press and dial 3 3 0 . NOTE: This features is known as a “Recall” in European systems.
SCREENING CALLS If desired, you can screen calls that are transferred from voice mail. This allows you to accept and/or refuse specific calls. Depending on the call screening transfer method you select (see page 73), calls from voice mail may be unannounced, announce only, or screened. MOVING ON When your mailbox is programmed for screened calls, you have the following options when you receive a transfer: • Say “Accept” or press # to accept the call.
To search the telephone directory using your dialpad buttons (see table below): 1. If your endpoint is idle, press the DIRECTORY menu button, then press the menu button for the desired directory (IC DIRECTORY, OUTSIDE DIR, or FEATURE DIR). If placing a call, choose between OUTSIDE DIR and IC DIRECTORY. 2.
Voice Mail Directory With the voice mail directory, subscribers and non-subscribers can use ASR (if enabled) or dialpad digits to search for names in the directory. Subscriber names are automatically added to the directory when their mailbox is initialized. ASR may not be able to locate names that are pronounced differently than they are spelled. For these types of names, use the alternate search method of spelling the name using the endpoint dialpad digits (see table below).
To perform a directory search: 1. Dial the voice mail number. 2. Say “Directory” or press # . 3. Say the last name of the person you are searching for or press the appropriate dialpad buttons to spell the name (see page 84). If 10 or fewer matches are located, you can access and browse the list immediately (see step 4.) If the list contains more than 10 matches, you have the option to browse or filter the list. (skip step 4. and see step 5.) 4.
PROGRAMMING REMOTE FEATURE ACCESS If you are away from your desk and forgot to put your endpoint in DND, don’t worry. With the Remote Feature Access, you can place your endpoint in DND or forward calls from any other endpoint on the system. And, if you have a special dial-up line, you can access your endpoint features from an outside line. Remote Access Password Before you use Remote Feature Access, you should program a password, as described below. To change the password from your endpoint: 9 2 1.
Remote Feature Access To access your endpoint from another endpoint: 1. EITHER, Call your Direct Inward System Access (DISA) number (provided by your system administrator). If required, enter your password. OR, Use any endpoint on the system. 5 9 2. Enter 3 . 3. Enter your extension number. 4. Enter your password followed by # . You can now use any of the following features. To change the station password using Remote Programming: 9 2 a. Enter 3 . b. Enter the new password, followed by . # c.
REQUESTING AGENT HELP NOTE: This feature is not supported on peer-to-peer (P2P) calls. Ask your network administrator if your endpoint is configured to use P2P audio. Your telephone system may be programmed to support the Agent Help feature, which allows you to request help from a designated “Agent Help Extension” (usually your supervisor) during a call. When your request call rings at the Agent Help Extension, the supervisor can choose to join the call or reject the request.
WORKING IN HUNT GROUPS Your system may be programmed with “hunt groups.” Hunt groups are groups of endpoints that share a common extension number in addition to having individual extension numbers. This allows someone to call anyone in the group (using the common extension) or a specific member (using the individual extension). The members of these groups and the common extension(s) are programmed by your system administrator.
Logging In and Out of ACD Hunt Groups Agents can log in to and out of the ACD hunt group at any time. While logged in, the agent receives calls through the ACD hunt group. When the agent is logged out, calls to that ACD hunt group bypass the agent. To log in to all of your ACD hunt groups at once using the ACD Agent Login/ Logout feature code: 8 2 With or without the handset lifted, dial 3 and enter your Agent ID, if necessary. The display shows AGENT LOGGED IN TO ALL ACDS, and you hear a confirmation tone.
When you log in to a group, you may be automatically connected to a call after you hear a short ring burst. If the ACD Agent ID Automatic Connect option is enabled for your hunt group and you are using a headset, you will be automatically connected. If this option is not enabled for your hunt group, the call will ring until you answer it or until it times out to another extension.
MOVING ON 92 Inter-Tel® Model 8690 User Guide (ITP Mode)
Using UC SECTION CONTENTS PAGE Inter-Tel® Model 8690 User Guide (ITP Mode) USING UC Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 Logging On and Off of UC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 Using UC Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Placing a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Changing Web Client Options . . . . . . . . . . . . .
INTRODUCTION In this section you’ll learn how to log on and off of Unified Communicator (UC) and use UC views to access advanced endpoint features and presence management options. NOTE: Before you use UC on your Model 8690, you must create a UC account using the Web Client, which is the primary UC client that runs on your PC desktop (see page 95). In addition, some UC options can only be changed or implemented from the Web Client.
USING UC VIEWS This section provides instructions on how to use UC features and options from your Model 8690 endpoint. Placing a Call The most common task you can complete using UC is to place a call.
UNIFIED COMMUNICATOR VIEW The Unified Communicator view displays an icon of your current status next to your current location in the upper-left portion of the screen. The icon indicates that you are available. The icon indicates that you are unavailable. On the right side of the screen, there is a drop-down list that contains all of your saved status entries. You can use this list to change your status to any of the saved status entries.
Performing a Search NOTE: You must use the Web Client to use the Advanced Search function. ALSO: Unified Communicator will automatically try to eliminate duplicate results from the search results list. If the search matches an account, as well as one or more devices owned by the account, the search results only display the matching account. The type-ahead search function allows you to search for contacts, accounts, or devices.
Device icons Indicates that the DND status for the device is currently unknown. This icon displays if the type-ahead results display a device that is not currently in your address book. Press this icon to retrieve the status. The snapshot reverts back to an unknown state in approximately 30 seconds. This icon can also appear when the node the device belongs to is down or when the connection between UC and the CT Gateway is down. Indicates that the DND status for the device is currently OFF.
4. When the search is complete, do any of the following: • To add the search result to the address book or speed-dial list: a. Select the search result. b. Press Add to Address Book or Add to Speed Dial. Adding a contact to your speed dial-list automatically adds it to your address book. • To place a call: Press the icon next to a contact to open a Call dialog box that lists the telephone numbers for the contact. You can also double-press a search result to open the place call dialog.
Redialing a Number The Redial feature displays the last five outgoing calls (from the call log) as buttons containing information about the call. You can press one of the buttons to place a return call. To redial a number: 1. Press Unified Communicator on the endpoint display. 2. Press Redial. The Redial dialog box appears. 3. Press one of the five buttons in the list. The Call dialog box appears. 4.
Working With the Speed-Dial List If you have added contacts to your speed-dial list, the list is located below the Search, Redial, and Favorites buttons (the location may vary depending on the display skin used). The speed-dial list provides quick access to frequently called numbers and shows the current status of accounts and devices. NOTE: If you have several speed-dial entries, they are displayed (in alphabetical order) on two or more pages labeled “Page 1,” “Page 2,” etc.
MESSAGES VIEW The Messages view displays a list of voice mail, station, and system messages. Additional details are provided when pressing . The messages are listed in a table containing the following columns: • From: Specifies the message type. This column also indicates the telephone number (and the name, when available) of the caller that left the station or voice mail message. If the message is a system message, this column displays the message.
CALL LIST VIEW The Call List view displays a list of your current calls. These include calls that are ringing, connected, or holding. The Call List view automatically appears any time you place or receive a call and remain active until you navigate to a different view. When the last call in the list ends, the previous view is displayed. You cannot sort the call list. The call list shows all call activity for every device you own (in addition to the Model 8690).
• Call Control Buttons: Below the call list, buttons appear that allow you to control the selected call(s). If you select a call from the call list, the state of the call determines which Call Control buttons are displayed. Call Control buttons include: Places the selected call on hold. This button is only present if the selected call is in a connected state. Answers the selected call. This button is only present if the selected call is an incoming ringing call or if the call is on hold.
To save a new telephone number for an identified contact: 1. Select the contact type to associate with the number (e.g., Mobile, Home, etc.). 2. Press OK to store the number or Cancel to cancel. 3. Select the check box if you do not want to be prompted to save numbers in the future. You can also set this preference by navigating to My Account on the Web Client. To place a call on hold: 1. Select the call you want to place on hold. 2. Press . The icon indicates that a call is on hold.
To create a conference call, use one of the following options: • If you want to conference selected or holding calls: Select two or more connected or holding calls in your call list. Press . • If you want to conference all calls: With one call selected, press . The selected connected and/or holding calls disappear from your call list, and a new conference call appears. NOTE: is only present if you have two or more calls in your call list that can be conferenced.
CALL LOG VIEW The Call Log view allows you to view a history of your recent calls. For each call, you can view call details such as the call type, date and time of the call, and the name and number of the person that called. If a call in the log was from another UC account or device, the current account/device status is also displayed. You can return a call directly from the call log, and you can add a call log entry to your address book.
• Name/Number: Displays the name and number of the caller or called party (if available). If the name/number is not recognized, UC indicates that the called party/caller is unknown. If the caller is a device or account (or a contact linked to a device or account), this column also displays the caller’s current status as an icon. If the caller exists in your address book, the caller’s current status is always displayed and is updated in real time as the status changes.
To sort the call log: 1. Press Call Log on the endpoint display. 2. Press any of the call log columns to sort the call log by date and time, name and number, or call result. NOTE: Call log entries without a name or number are ignored. To delete a call log entry: 1. Press Call Log on the endpoint display. 2. Select one or more call entries and then press Delete. The entry is deleted from the list. Inter-Tel® Model 8690 User Guide (ITP Mode) 109 USING UC To return a call: 1.
Call Details Dialog Box The call log Details dialog box displays the following call information: • Type: Displays the call type (incoming or outgoing) with an icon (see page 104) and text. • Date/Time: Displays the date and time the call came in. • Name/Number: Displays the name/number of the caller/called party. An icon indicates the current contact status if the entry corresponds to an account or a device. See page 104 for a description of the icons.
ADDRESS BOOK VIEW NOTE: You must use the Web Client to Synchronize your UC Address Book and to add, edit, and delete Groups. The Address Book view is where you store and work with your contact information. The address book stores two types of contacts: static and linked. Linked contacts are associated with an account or device on the telephone system, and display a real-time status. Static contacts contain information about a person or company you manually added to the address book.
Filtering Address Book Contacts The tabs located at the bottom of the Address Book table allow you to filter contacts. To filter the contact list: 1. Press Address Book on the display. 2. Filter the address book contacts, using either or both of the following methods: • Press the following tabs to filter a subset of your contacts: – #: Filters contacts to display only those names that start with non-alphabetic characters. – ABC through YZ: Filters contacts by the selected letter(s).
2. Check the Status column for text information about the current account or device status. To add a simple contact to your address book: 1. Press Address Book on the endpoint display. (The list appears empty if no contacts have been added.) 2. Press Add Contact. 3. Enter the following information for this contact: • Name (see page 115) • Work (see page 115) • Home (see page 116) 4. Press OK.
Adding a Linked Contact A linked contact is connected to a UC account or device in the system. Like simple contacts, linked contacts also store contact information. Unlike simple contacts, linked contacts also display real-time status information for the account or device to which they are linked. To add a linked contact, either use the type-ahead search (see page 97) or the call log main screen (see page 107). To add a linked contact: 1. Press Unified Communicator on the interface, then press Search. 2.
To access and edit address book contact information: 1. Press Address Book on the interface. The Address Book view appears. 2. Press the contact you want to edit, then press Edit. You can also double-press the contact to enter edit mode. NOTE: This panel provides full access to all of the contact information as it appears in the database. To edit your personal information, use the Web Client from your PC. 3.
• Home: Includes the following fields: – Home Street Address (64-character limit) – Home Primary Phone (64-character limit) – Home Secondary Phone (64-character limit) – Home Mobile Number (64-character limit) – Home Fax Number (64-character limit) – Home Pager Number (64-character limit) – Home IP Phone (64-character limit) – Home Web Page (2048-character limit) NOTE: Include http:// in the Home Web Page address. USING UC 4. Press OK. To place a call from the Address Book view: 1.
CALL ROUTING VIEW NOTE: You must use the Web Client to set up your Call Routing rules and to create Greetings. The Call Routing view allows you to view and enable or disable the call routing rules you created on your PC desktop using the UC Web Client. To enable call routing, select the Enable call routing option under the displayed call routing rules. To view call routing rules: 1. Press Call Routing on the endpoint display. The list of call routing rules appears. 2.
Receiving Status Change Alerts The Status Change alert appears any time a status of someone in your UC speed-dial list changes. The alert information differs as follows: • If the contact in your speed-dial list is a device: The alert indicates the person whose status changed and the new DND status of the device. • If the contact in your speed-dial list is an account: The alert indicates the person whose status changed and the account’s new status description.
Using E-Mail Reader SECTION CONTENTS PAGE Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-Mail Reader Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using Your Advanced Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . Setting Up Your E-Mail Password . . . . . . . . . . . . . . . . . . . . . . Accessing E-Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . Accessing Fax Messages . . . . . . . . . . . . . . . . .
INTRODUCTION Enterprise Messaging (EM) is the voice processing system that provides advanced messaging features with the E-mail Reader feature. This section provides information and instructions about advanced mailbox tasks for users who have E-Mail Reader enabled for their mailbox. If your mailbox does not have E-Mail Reader enabled, you have a standard voice mailbox (see page 15).
E-MAIL READER FEATURES When E-Mail Reader has been enabled for your mailbox, you have the advanced mailbox. The advanced mailbox unifies your local voice mail messages and your remote fax and e-mail messages in one convenient location. E-mail Reader uses Textto-Speech (TTS) capabilities to convert the text in an e-mail message to a .wav file. If E-Mail Reader is enabled for your mailbox, you can access voice mail, e-mail, and fax messages in your mailbox using your endpoint.
USING YOUR ADVANCED MAILBOX After you set up your mailbox (see page 26), you can use personal or system greetings to let callers know if you are out of town, on a call, etc. You can send messages to individuals and to a group of people if your voice mail administrator has programmed a name for the group. In addition, various options allow you to customize your mailbox, manage your messages, and screen your calls.
SETTING UP YOUR E-MAIL PASSWORD When E-Mail Reader is enabled for your mailbox, the EM system prompts you to enter your e-mail password after you or your voice mail administrator do one of the following: • Set up your mailbox (see page 26) • Change your e-mail password for your e-mail client To access your e-mail and fax messages from your advanced mailbox, you must set up your e-mail password.
To enter your e-mail password (see table below): 1. Access your mailbox as described on page 29. The system announces that it was unable to retrieve your e-mail and fax messages, and gives you the following options: • Say “Continue” or press # to access your mailbox without access to your e-mail messages. • Say “Password” or press 1 to enter your new e-mail password. NOTE: If your system uses an e-mail server and a separate fax server, you are prompted twice. 2.
ACCESSING E-MAIL MESSAGES NOTE: By default, the message lamp on your endpoint lights when you receive a new voice mail message. Although the lamp can be programmed for other functions, it cannot be programmed to indicate that you have received a new e-mail message. If you have an advanced mailbox you can access e-mail messages by choosing option three from the main menu.
To access e-mail messages and the associated options: 1. Access your mailbox as described on page 29. 2. Say “E-Mail” or press 3 to listen to your e-mail messages. Then select one of the following: • Say “New” or press 1 to listen to new messages. • Say “Saved” or press 3 to listen to saved messages. NOTE: If you have a large number of e-mail messages in your in-box (for example, more than 500 messages) you may experience a delay (hear silence) before the first message is played. 3.
4. When E-Mail Reader has finished reading the e-mail the message is marked as saved and you have the following options: • Say “Replay” or press 1 to replay the message from the beginning. • Say “Reply” or press 2 to reply to the message. If the e-mail message had more than one recipient, you have the following options: – Say “Everyone” or press 1 to reply to all recipients. – Say “Sender” or press 2 to reply to the sender. – Say “Hear” or press 3 to hear all recipients.
ACCESSING FAX MESSAGES NOTE: By default, the message lamp on your endpoint lights when you receive a new voice mail message. Although the lamp can be programmed for other functions, it cannot be programmed to indicate that you have received a new fax message. When you access a fax message using option six on the main menu, E-Mail Reader announces the fax message according to the envelope options that you selected (see page 130). E-Mail Reader does not have the capability to read the text in a fax.
RECOVERING DELETED MESSAGES Recovering deleted messages varies based on media type. If you delete a voice mail message, you can retrieve it within a specific time frame (up to 24 hours, programmed by your voice mail administrator). The specified time frame for retrieving deleted email and fax messages is determined by the Exchange administrator. Once you recover a deleted message, it is then restored to your saved-message queue.
CHANGING MESSAGE ENVELOPES When you receive a voice, fax, or e-mail message, a message “envelope” is played. The envelope can include the time and date the message was left, the source of the message, and additional information that is associated with the media type. Common envelope options for voice mail, e-mail, and fax include: • Time and Date: The time and date the message was received. • Source: The source of the voice, e-mail, or fax message.
VOICE MAIL FLOWCHART (ADVANCED MAILBOX) NOTE: At any menu level, you can say “Cancel” or press menu or say “Accept” or press # to cancel or return to the previous to accept. MAILBOX ACCESS • EITHER, Press the Message button to respond to a message from voice mail. OR, Call the voice mail extension number, say “Login” or press , and say or enter your mailbox number. • Enter your password (press # ).
USING E-MAIL READER 132 Inter-Tel® Model 8690 User Guide (ITP Mode)
Learning More SECTION CONTENTS PAGE Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . What the Administrators Can Do for You . . . . . . . . . . . . . . . . Frequently Asked Questions (FAQs) . . . . . . . . . . . . . . . . . . . . Default Feature Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
INTRODUCTION If you want to know more about your endpoint and voice mail system, this is the section for you. With additional information and FAQs, you should be able to find answers to most of your questions. NOTE: Because the telephone system is very flexible and programmable, the procedures for using the features might vary slightly from the descriptions in this guide. If so, your trainer or system administrator can tell you how your system differs and how to use the features.
FREQUENTLY ASKED QUESTIONS (FAQS) This section includes some of the most frequently asked questions. If you have problems with your endpoint or voice mailbox, refer to this section before you contact the appropriate administrator or your local Inter-Tel reseller. Q1. How can I retrieve messages if I do not know the password for my voice mail? A1. Try using your extension number, which is your default password. Or, maybe you do not have a password, in which case pressing # is all you need to do.
LEARNING MORE Q7. Why don’t the local telephone company star codes (i.e.*82, *69, etc.) work when I press the Outgoing button or use the Outgoing Call feature code ( 8 by default) to call an outside number? A7. Rather than pressing the Outgoing button or 8 to access an outside line, you must dial a Select Line Group number before you can use the star codes. For example, if your system is using the default Select Line Group numbers, dial 92001 to access that line.
Q12. What happened to the skin and custom ring I saved? A12. The preferences that you save, like skin and custom ring, are only used when the endpoint is in the state (logged on or off UC) that it was in when you set these preferences. The Model 8690 allows you to save two sets of preferences that are stored locally on the endpoint. For example, if you log into UC and save a custom ring and skin to use with your UC account, the skin and custom ring will only be available when you are logged in to UC.
LEARNING MORE Q17. Why can’t I use one of the features described in this guide? A17. There are a few reasons why you might not be able to access the feature. Some possible reasons include: • Your system software version may not support the feature. Check with your system administrator to see which software version your telephone system currently uses and if there are any features restrictions for your system. • Your system administrator may not have enabled the feature for your endpoint.
DEFAULT FEATURE CODES Use the blank spaces below to enter custom feature codes, if necessary. OUTSIDE LINE ACCESS CODES ACCESS CODE NAME Select Line Group 1-208 Automatic Route Selection Emergency Call Outgoing Call ACCESS CODE NEW CODE 92001-92208* 92000* 911 (999 in Europe) 8 *These defaults may differ depending on the software version.
FEATURE NAME Do-Not-Disturb Cancel 371 Do-Not-Disturb On/Off 372 Do-Not-Disturb Override 373 Group Listen 312 Handsfree On/Off 319 Headset On 315 Headset Off 316 Headset On/Off 317 Hold – Individual 336 Hold – System 335 Hookflash (Recall in Europe) 330 Hunt Group Remove 322 Hunt Group Replace 323 Hunt Group Remove/Replace 324 Message 365 Message – Cancel Message Left 366 Message – Cancel Message On Endpt 368 Message – Silent Message 367 Microphone Mute On/Off 314 Page
NOTES 141 LEARNING MORE Inter-Tel® Model 8690 User Guide (ITP Mode)
LEARNING MORE 142 Inter-Tel® Model 8690 User Guide (ITP Mode)
Index .
voice mail message envelope 72 voice mail password 71 voice mail, e-mail, and fax message envelope 130 volume levels 68 Web Client options 95 your status 96 Checking Contact’s Status 112 Checking Messages 102 Clearing Reminder Messages 65 Compact Flash (CF) Port 4 Composite Status, Current 111 Conference Calls 51 Connecting a Headset 25 Contacts accessing and editing 116 adding linked 114 E-mail addresses 115 information panel 115 simple, adding 113 telephone numbers 115 Creating a Conference Call 106 Curre
F Favorites 100 Favorites Button 100 Fax Destination Number 74 Fax Messages 128 Feature Buttons 7, 8, 11 Feature Codes 139 Features account codes 81 agent help 88 automatic call answer 70 Automatic Speech Recognition (ASR) 18 background music 69 call waiting 49 conference 51 default endpoint 70 do-not-disturb 63 E-Mail Reader 123 group listen 23 handsfree 46 hold 50 hookflash 81 hunt groups 89 individual hold 50 last number dialed/saved 56 manual forwarding 54 mute 23 paging 80 queue 46 record-a-call 79 red
Liquid Crystal Display (LCD) 3 Listening to Messages 57 Logging In and Out of ACD Hunt Groups 90 M Mailbox Almost Full/Full 29 Making an emergency call 49 calls 45 pages 80 Making and Receiving Calls 27, 45 Manual Call Forwarding 54 Members, Hunt Group 89 Menu 9 Menu Buttons 7 Message button 24 search order 74 Message Count and Type 29 Message Indicator Lamp 3, 5, 19 Messages recording and sending voice mail messages 60 recovering deleted 129 station 102 system 102 using do-not-disturb 63 voice mail 102 Me
Recovering Deleted Messages 59, 129 Redial 100 Redialing a Number 56, 100 Redirect Calls 55 Remote Access Password 86 Remote Feature Access 87 Remote Messaging 29, 75 Requesting a reminder message 65 Requesting A Callback (Queue) 46 Reset Button 4, 6 Responding to a Waiting Call 49 Responding to Agent Help 88 Retrieving Messages 25 Returning a Call 109 Returning to a Call 50 Returning Your Endpoint to Default 70 Ring Intercom Always 45 Ring Types 69 Running Feature Code Favorites 100 S Saving the Last Numb
Using account codes 81 advanced mailbox 122 defaults 26, 63, 70 directories 82 do-not-disturb mode 63 headset 24, 25 message button 24 mute feature 23 record-a-call 79 system tray menu 34 the speakers and the microphone 23 UC on your endpoint 95 UC views 95 V Viewing Call Details 110 Viewing Call Routing Rules 117 Viewing Speed-Dial Numbers 79 Virtual Local Area Network (VLAN) 34 VLAN ID 34 Voice Mail administrator 15 148 messages 46 listening to 57 Voice Mail Basics 26 Voice Mail Flowchart advanced mail
VOICE MAIL FLOWCHART (STANDARD VOICE MAILBOX) NOTE: At any menu level, you can say “Cancel” or press menu or say “Accept” or press # to cancel or return to the previous to accept. MAILBOX ACCESS • EITHER, Press the Message button to respond to a message from voice mail. OR, Call the voice mail extension number, say “Login” or press , and say or enter your mailbox number. • Enter your password (press # ).
Part No. 550.