Polycom Trio 8500 Quick Start Manual page 2

Recent Calls
The Recent Calls list holds up to 100 missed, received and
placed calls. Follow the steps below to view, save, edit or
delete a call record:
1. Navigate to Home > Recent Calls.
2. Select a call record and press:
• Info > Save to add the caller to the Directory. If the
number is not a Favorite, Add to Favorites displays.
• Info > Edit to edit the number and Dial.
• Info > Delete Call to remove a call.
Hold and Resume a Call
Active calls can be placed on Hold. During an Active call,
press Hold. Press Resume to resume call.
End a Call
Use one of the following options to end an Active call:
• Tap Hang Up.
• From Calls screen, select the call and Hang Up.
To end a Held call, select call, tap Resume > Hang Up.
Redial a Number
Re-call the last called number with Redial.
1. Select Redial > Place a Call > Recent Calls.
2. Select the first number in the list.
Forward a Call
Manually Forward an incoming call:
1. From Incoming Call screen, tap Menu > Forward.
2. From Call Forwarding screen, enter forwarding
number and Forward.
Automatically Forward all calls:
1. Select Forward or navigate to Settings > Features >
Forward.
2. On Forwarding Type Select, select forwarding type
(Always, Busy, No Answer). If No Answer, enter the
number of rings before calls are forwarded.
3. Enter a forwarding number and Enable.
The forwarding number or name of selected Contact
scrolls in the status bar.
For Always forwarding type, the Forwarding icon displays
on the line.
Disable call forwarding:
1. Navigate to Settings > Features > Forward.
2. On Forwarding Type Select, select Disable.
Forward a Call - continued
Forward a Call with Find Me / Follow Me:
Set up Find Me / Follow Me in Application Framework
the portal to forward calls, using the linked instructions.
Transfer a Call
How to Transfer calls to another person depends on the
default Transfer Type. Consultative is the default type,
but can be changed as follows:
1. Navigate to Settings > Basic > Preferences.
2. Select Default Transfer Type > Blind or Consultative.
Blind Transfer:
• If default type is Blind:
1. Select Transfer.
2. Dial a number or select from Recent Calls or
Contacts.
• If default type is Consultative:
1. Tap Menu > Transfer.
2. Dial a number or select from Recent Calls or
Contacts.
3. Select Complete Transfer after introducing caller.
Consultative Transfer:
• If default type is Consultative:
1. Select Consult.
2. Dial a number or select from Recent Calls or
Contacts.
3. Select Complete Transfer after introducing caller.
• If the default type is Blind:
1. Tap Menu > Consult.
2. Dial a number or select from Recent Calls or
Contacts.
3. Select Complete Transfer after introducing caller.
Favorites
Favorites are Contacts in the Local Directory called most
often. Only 3 Favorites display on the Home screen.
Swipe screen from right to left to display more. Favorites
also display at the top of the list in the Local Directory.
Add or Delete a Favorite:
1. Navigate to Contacts > Local Directory and select a
Contact.
2. From Details screen, tap Favorite.
Mute Microphone
Press Mute/Unmute to enable/disable microphone.
Ring Tones
Change Ring Tones for Incoming calls as follows:
or
• Navigate to Settings > Basic > Preferences > Ring
Type.
• Select a ringtone.
• Select Play to hear the ringtone.
Record a Call
If Recording is available, connect a USB flash drive to
record and store calls as .wav files. Record up to 4 hours
in one file. Replay recordings on the system or computer.
• Start recording - During an Active call, select Menu
> Start Recording. The Recording icon displays at the
top of the Call screen.
• Stop recording - Menu > Pause Recording > Hang Up.
• Pause recording - Menu > Pause Recording.
• Resume recording - Menu > Resume Recording.
• Play recording - Navigate to Settings > Features >
Removable Storage Media > Browse Recordings.
Select a file, Open > Play.
Do Not Disturb (DND)
When Do Not Disturb is enabled, the phone does not
ring, and calls follow the next step in the extension's
Find Me/Follow Me rule.
• Enable Do Not Disturb, using one of the following:
1. Press DND from Home.
2. Settings > Features > Do Not Disturb > Enable.
• Disable Do Not Disturb:
1. Settings > Features > Do Not Disturb > Disable.
Park a Call
Park, if available, is used to place an Active call on Hold
at one extension and pick it up at a different extension.
• Park an Active call, press the Park soft key.
• Retrieve a parked call, press appropriate line or key.
Voicemail
Navigate to Settings > Features > Voicemail > Message
Center> Connect and follow the prompts to listen to
messages.
Adjust Volume
Press Volume during a call to change Active call volume,
or when the phone is idle or ringing to change Ringer
volume.
Page 2 of Polycom Trio 8500 Conference
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