Polycom Poly Trio C60 User Manual
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Polycom Poly Trio C60 User Manual

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UC Software 7.0.0 | December 2020 | 3725-49138-004A
USER GUIDE
Poly Trio C60
UC Software 7.0.0
Getting Help
For more information about installing, configuring, and
administering Poly/Polycom products or services, go to
Polycom Support.
Plantronics, Inc. (Poly — formerly Plantronics and Polycom)
345 Encinal Street
Santa Cruz, California
95060
©
2020 Plantronics, Inc. All rights reserved. Poly, the propeller
design, and the Poly logo are trademarks of Plantronics, Inc.
All other trademarks are the property of their respective
owners.

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Summary of Contents for Polycom Poly Trio C60

  • Page 1 UC Software 7.0.0 Getting Help For more information about installing, configuring, and administering Poly/Polycom products or services, go to Polycom Support. Plantronics, Inc. (Poly — formerly Plantronics and Polycom) 345 Encinal Street Santa Cruz, California 95060 © 2020 Plantronics, Inc. All rights reserved. Poly, the propeller design, and the Poly logo are trademarks of Plantronics, Inc.

  • Page 2: Table Of Contents

    Product Overview of Poly Trio C60 Systems..............7 Poly Trio C60 System....................7 Navigating Poly Trio C60 Phones..................9 Accessing Screens on the Poly Trio C60 System............ 9 Icons and Status Indicators..................14 Entering Information Using the Onscreen Keyboard............15 Change the Keyboard Layout.................15 Accessibility Features.......................
  • Page 3 Contents Answer an Incoming Call..................25 Answer a Call When in a Call.................25 Answer Calls Automatically..................25 Answer a Call on a Locked Phone................. 26 Answer an Intercom Call..................26 Decline an Incoming Call....................26 End an Audio Call......................26 Holding and Resuming Calls.....................27 Hold a Call......................27 Resume a Call......................27 Transferring Calls......................
  • Page 4 Contents Guidelines When Recording Calls..................35 Record a Call........................36 Pause a Recording......................36 Resume a Recording......................36 Stop Recording......................... 36 Browse Recorded Calls.....................37 Play a Recorded Call......................37 Pause and Resume Played Recordings................37 Stop Playing a Recording....................38 Rename a Recording......................38 Delete a Recording......................
  • Page 5 Minimum Hardware and Software Laptop Requirements........53 Connect a USB Device or Laptop................53 Setting Your Phone as the Audio Device..............53 Poly Trio C60 Phone Settings................. 54 Password Required to Access Basic Settings..............54 Time and Date Display...................... 54 Change the Time and Date Format................ 54 Disable the Time and Date Display................
  • Page 6 Contents Update the Phone’s Configuration ................... 59 Clean the Touchscreen..................... 59 Troubleshooting....................60 Investigate Warnings......................60 Missing Calendar and Meeting Notifications..............60 Poor Audio Quality with External Microphones..............61 Call Audio from Bluetooth-Connected Phones Doesn’t Come Through System Speakers........................61 Using an Approved Power Source..................62 Test the Hardware......................

  • Page 7: Before You Begin

    Poly Trio C60 system. Audience, Purpose, and Required Skills This guide provides information for Poly Trio C60 systems. Administrators and users can use this guide to configure Poly settings available on the system’s local interface. This guide covers the models listed below: ▪...

  • Page 8: Getting Started

    Connecting to computers over USB • Pairing with Bluetooth–enabled devices • Connecting to wireless networks Poly Trio C60 System The following figure displays the hardware features on Poly Trio C60 systems. The table lists each numbered feature shown in the figure.
  • Page 9 Getting Started Figure 1: Poly Trio C60 System hardware features Poly Trio C60 System Hardware Feature Descriptions Reference Number Feature Feature Description Volume keys Adjusts the volume of the audio from the speakerphone and ringer. Mute key Mutes the microphones during calls and conferences.

  • Page 10: Navigating Poly Trio C60 Phones

    Your phone has icons, status indicators, and user screens to help you navigate and understand important information on the state of your phone. Accessing Screens on the Poly Trio C60 System You can access the following screens on your phone: •...
  • Page 11 Getting Started Access the Home Screen The Home screen displays icons you can use to access features, settings, additional registered lines, and favorite contacts. Figure 2: Home screen Procedure » Do one of the following: • Select Home • Select Menu >...
  • Page 12 Getting Started Access the Place a Call Screen The Place a Call screen on Poly Trio C60 displays when you select Place a Call on the Home screen or when the system is idle (if set by your administrator). From the Place a Call screen, you can access the dialpad, Contacts, Recent Calls, and the Calendar.
  • Page 13 Getting Started Figure 4: Active call on the Calls screen You can also view active and held calls on the phone. If the phone has multiple lines, active and held calls display under the associated line.
  • Page 14 Getting Started Figure 5: Multiple calls on the Calls screen Poly Controller Screen The Poly Controller enables you to operate Poly G7500, Poly Studio X50, or Poly Studio X30 systems using your Poly Trio touchscreen. The Poly Controller is available for Poly Video mode on Trio 8500, Trio 8800, and Trio C60 systems.

  • Page 15: Icons And Status Indicators

    Getting Started Reference Number Button Name Description Call Calls the entered number. Ends the active call. Home Returns to the Trio controller’s Home screen. Previous Returns to the previous Trio settings menu. Volume Keys Controls the device volume or controls the camera zoom in and out.

  • Page 16: Entering Information Using The Onscreen Keyboard

    Getting Started Entering Information Using the Onscreen Keyboard The onscreen keyboard enables you to enter information into text fields using the touchscreen. The onscreen keyboard displays when a text field displays. When a text field requires only numbers, it displays a numerical keypad instead. The following icons also display on the keyboard: •...

  • Page 17: Users With Limited Mobility

    Related Links Answer Calls Automatically on page 25 Poly Trio C60 System on page 7 Users Who Are Blind, Have Low Vision, or Have Limited Vision Your phone includes accessibility features for users who are blind, have low vision, or have limited vision to use the phone.
  • Page 18 Getting Started Accessibility Features for Users Who Are Blind, Have Low Vision, or Have Limited Vision Accessibility Feature Description Adjustable backlight settings You can change the brightness of the screen by adjusting backlight intensity settings. Auto-answering You can enable the phone to auto-answer calls. Tactile volume keys The volume buttons are raised and discernible to touch.

  • Page 19: Logging In To And Locking The System

    Change Your Login Password • Change Your User Password You can log in to and lock a Poly Trio C60 system with the user credentials provided by your system administrator. Logging In to Your Poly Trio C60 Phone If your system administrator has set up user credentials for your phone, you can log in to a phone and access your contacts or favorites, settings, and calendar (if enabled).

  • Page 20: Locking Your Poly Trio C60 Phone

    Your personal profile is no longer accessible, and either the User Login screen displays for the next user or the default profile displays. Locking Your Poly Trio C60 Phone If your system administrator has set up the system to lock when it isn’t in use, you must unlock it before you can use the system.
  • Page 21 Logging In to and Locking the System 2. Enter your user password (or guest PIN if signed in as a guest on a host phone) and select Unlock. Change Your Login Password You can change your login password from any phone on your network. Procedure 1.

  • Page 22: Audio Calls

    Audio Calls Topics: • Placing Audio Calls • Calling Contacts from Directories • Placing Intercom Calls • Answering Audio Calls ▪ Decline an Incoming Call ▪ End an Audio Call • Holding and Resuming Calls • Transferring Calls • Forwarding Incoming Calls to a Contact •...

  • Page 23: Place An International Call

    Audio Calls Place an International Call You can place calls to international phone numbers on your phone. Procedure 1. On the dialpad, quickly press the star key (*) twice. A plus sign (+) displays. 2. Enter the country code and phone number then select Dial Place a Call from Recent Calls You can place calls from the Recent Calls list, which contains calls that you recently placed, answered, or missed.

  • Page 24: Place A Call From A Locked Phone

    , and select the first number in the list. Calling Contacts from Directories On Poly Trio C60 systems, you can search for and call contacts in your contact directory, the corporate directory, and the BroadSoft directory. Call a Contact from a Directory Place a call directly from your directory or select contacts in your directory to call on the Place a Call screen.

  • Page 25: Placing Intercom Calls

    Audio Calls Placing Intercom Calls Like a normal call, the intercom feature enables you to place a call to a contact. An intercom call differs from a normal call in that the call recipient’s phone answers automatically when not in an active call. Check with your system administrator to find out if this feature is available on your phone.

  • Page 26: Answering Audio Calls

    Audio Calls Answering Audio Calls When you receive an incoming call on your phone, you can choose to answer the call in a number of different ways. Answer an Incoming Call When you receive an incoming call, the phone rings and the Incoming Call screen displays. On the Incoming Call screen, you can choose to answer or reject the incoming call.

  • Page 27: Answer A Call On A Locked Phone

    2. Enter your password and select Enter. The call connects. Related Links Locking Your Poly Trio C60 Phone on page 19 Answer an Intercom Call When you receive an intercom call, your phone answers the call automatically as long as you don't have an active call already.

  • Page 28: Holding And Resuming Calls

    Audio Calls Holding and Resuming Calls When you are in a call, you can place an active audio call on hold and resume the call. The Mute keys and microphones glow red when you place a call on hold. The Mute keys and microphones flash green when the other contact places you on hold.

  • Page 29: Transfer A Call Using Consultative Transfer

    Audio Calls 2. Dial a number or select a contact from Recent Calls or Contacts. The call transfers as soon as the recipient’s line connects. Transfer a Call Using Consultative Transfer When you use consultative call transfers, you can speak with the recipient and then manually complete the transfer.

  • Page 30: Disable Call Forwarding

    Audio Calls • No Answer - Forwards all unanswered incoming calls. • Busy - Forwards incoming calls when you're in a call. For shared lines, you can only choose Always as your forwarding type; the other forwarding options aren’t available for shared lines. Procedure 1.

  • Page 31: Disable Do Not Disturb

    Audio Calls Procedure » Do one of the following: • Select DND on the Home screen, if enabled by your system administrator. • Go to Settings > Features > Do Not Disturb and select Enable. Disable Do Not Disturb When you’re ready to receive calls, disable DND. Procedure »...

  • Page 32: Unmute The Microphones

    Audio Calls Unmute the Microphones Unmute your audio when you’re ready to speak and let others on the call hear you. Procedure » Do one of the following: ▪ Select Unmute ▪ Select the Mute key on the phone. ▪ Select the Mute key on the microphone.

  • Page 33: Conference Calls

    ▪ Remove a Conference Participant You can initiate and manage up to 12 audio conference calls on a Poly Trio C60 system. Initiate a Conference Call You can initiate a conference by adding a contact to an active call. This merges the contacts into a conference call.

  • Page 34: Add Participants To A Conference Call

    Conference Calls Add Participants to a Conference Call You can add up to four contacts to a conference call. Procedure 1. During a conference call, select Add Participants. 2. Do one of the following: ▪ Enter a contact's number. ▪ Select a contact from Contacts or Recent Calls and select Dial.

  • Page 35: Remove A Conference Participant

    Conference Calls The muted participant can hear everyone, but no one can hear the muted participant. Remove a Conference Participant You can remove individual participants from a conference call, if enabled by system administrator. Procedure 1. During a conference call, choose a participant. 2.

  • Page 36: Recording Audio Calls

    Delete a Recording You can connect a USB flash drive to a Poly Trio C60 system and record audio calls onto the drive. Recordings save as .wav files on the USB flash drive, and you can record up to four hours in one .wav file.

  • Page 37: Record A Call

    Recording Audio Calls Record a Call The phone allows you to record an active audio call. Make sure to inform your contacts on the call before you begin recording. Some things to note about recording: • You can’t record when there are no connected calls, when you place a new call to transfer a call or initiate a conference, or when you have an incoming call.

  • Page 38: Browse Recorded Calls

    Recording Audio Calls • Select Menu > Stop Recording • Select Hang Up. When you stop recording, the USB icon displays in the status bar. Browse Recorded Calls You can browse recorded files stored on the USB flash drive connected to supported phones. Procedure »...

  • Page 39: Stop Playing A Recording

    Recording Audio Calls Stop Playing a Recording After you finish listening to a recording, you can stop playing it by exiting the recording. Procedure » Select Exit. Rename a Recording By default, recordings are labeled with the date of the recording. You can rename recordings to provide them with more meaningful names.

  • Page 40: Using The Calendar

    Using the Calendar Topics: • Open the Calendar • View Meeting Details • Meeting Reminders • Joining Calendar Meetings When connected to Microsoft Exchange Server, you can view and join meetings scheduled in Microsoft Outlook from your phone. Open the Calendar To view and join scheduled meetings, access the calendar on your phone.

  • Page 41: View Meeting Details

    Using the Calendar View Meeting Details When you select a meeting on the calendar, you can view the meeting’s start and end time, location, organizer, invitees, and meeting description. Figure 7: Meeting details Procedure » On the calendar, select a meeting. Meeting Reminders When you have a scheduled meeting on the calendar, a meeting reminder displays and an alert tone plays 5 minutes and 1 minute before a meeting starts.

  • Page 42: Choose A Meeting Reminder Type

    Using the Calendar Figure 8: Meeting reminder Note: If you have enabled meeting reminders but the reminders don’t display before meetings, make sure that your login credentials are correct. Choose a Meeting Reminder Type Choose a meeting reminder type that determines if an alert tone plays each time a meeting reminder displays.

  • Page 43: Joining Calendar Meetings

    Using the Calendar 3. Select Reminder > Disable. Joining Calendar Meetings You can join any scheduled meeting from the calendar or from a meeting reminder. Join a Meeting from the Calendar You can join meetings from the calendar or from the Meeting Details screen. Procedure »...

  • Page 44: Call Lists And Directories

    Call Lists and Directories Topics: • Recent Calls ▪ Local Directory ▪ Local Directory Favorites • Corporate Directory • Searching the BroadSoft Directory Poly phones support a recent calls list, a local directory, and a corporate directory. Note: Your phone may not support all of the features described in this section. Check with your system administrator to find out which features are available.

  • Page 45: Save A Recent Contact

    Call Lists and Directories Save a Recent Contact You can save a recent contact to the Contact Directory. Procedure 1. Next to a call entry, select Info 2. On the Call Details screen, select Save. 3. Optional: If needed, edit the contact's information. 4.

  • Page 46: View Contact Details

    Call Lists and Directories View Contact Details From your local directory, you can view information for any contacts saved to the directory. Procedure 1. Go to Contacts > Local Directory. 2. Choose a contact. The Details screen displays with the contact’s name, number, and any additional information, such as a job title or email address.

  • Page 47: Remove A Favorite

    Call Lists and Directories Remove a Favorite Remove a favorite contact to make room for a new favorite. Procedure 1. Go to Contacts > Local Directory. 2. Select a contact. 3. On the Details screen, select Favorite Corporate Directory Your system administrator can set up your phone so that you can access a corporate directory, which lists contacts and groups within your company.

  • Page 48: Searching The Broadsoft Directory

    Call Lists and Directories Procedure 1. In the Corporate Directory, search for a contact. 2. From the search results, choose the contact and select View. 3. Select Save. 4. Enter any additional contact information and select Save. Related Links Local Directory on page 44 Searching the BroadSoft Directory You can access and search the BroadSoft directory on the phone, and you can choose to perform a...

  • Page 49: Add Broadsoft Contacts To The Local Directory

    Call Lists and Directories Add BroadSoft Contacts to the Local Directory After you find your BroadSoft contact, you can add the contact to the local directory. Procedure » On the contact details screen, select Add to local directory. The first and last name and phone number of the contact save to the contact directory. You can go to the contact directory to see if the contact saved correctly and to add additional contact information.

  • Page 50: Voicemail And Pages

    Voicemail and Pages Topics: ▪ Access Voicemail Messages ▪ Receiving Messages with Group Paging You can send, broadcast, and access a variety of audio messages on the phone. Note: Your phone may not support all of the features described in this section. Check with your system administrator to find out which features are available.

  • Page 51: Listen To A Page During An Active Call

    Voicemail and Pages ▪ Emergency - By default, broadcasts sent to group 25 are considered emergency broadcasts. An emergency broadcast interrupts normal broadcasts, priority broadcasts, and active calls. Emergency broadcasts play at near maximum volume, even if you enable Do Not Disturb. Note: When you enable Do Not Disturb, you receive only emergency broadcasts, and non-emergency broadcasts don’t play or display.

  • Page 52: Connecting Bluetooth And Usb Devices

    Place a Call over Bluetooth on page 22 Make the System Visible to Nearby Bluetooth Devices Before you connect a Bluetooth device to a Poly Trio C60 system, make sure that the system is visible to nearby devices. Procedure 1. On the Home screen, select Bluetooth.

  • Page 53: Connect A Bluetooth Device

    The system is now visible to all nearby Bluetooth devices. Connect a Bluetooth Device You can connect a Bluetooth–capable mobile phone or tablet to a Poly Trio C60 system, if your system administrator has enabled Bluetooth on the system. The system can remember up to 10 previously paired devices or fewer as set by your system administrator.

  • Page 54: Minimum Hardware And Software Laptop Requirements

    Connecting Bluetooth and USB Devices Minimum Hardware and Software Laptop Requirements Before you connect your laptop to the phone, make sure that your laptop meets the minimum hardware and software requirements. Minimum Hardware and Software Requirements for the Connected Laptop Component Requirement •...

  • Page 55: Poly Trio C60 Phone Settings

    Poly Trio C60 Phone Settings Topics: • Password Required to Access Basic Settings • Time and Date Display • Set the System Language • Backlight Intensity and Timeout • Enable or Disable Number Formatting • Power Saving Mode • Set a Ringtone for Incoming Calls You can make some basic customizations on the phone, which includes changing the time and date format, setting a language, and adjusting the screen brightness.

  • Page 56: Disable The Time And Date Display

    Poly Trio C60 Phone Settings Disable the Time and Date Display If desired, turn off the time and date display. Procedure 1. Go to Settings > Basic > Preferences. 2. Select Time and Date and select Disable. Set the System Language Poly phones support several languages that you can choose to display on the phone.

  • Page 57: Set The Backlight Timeout

    Timeouts: The period of time the phone is idle before the screen turns off. Note: By default, Poly Trio C60 systems enter power saving mode after a period of idle time to conserve energy. However, Poly Trio systems don’t enter power saving mode while idle in the Bluetooth or Wi-Fi menus.

  • Page 58: Change Your Office Hours For Power Saving Mode

    Poly Trio C60 Phone Settings Change Your Office Hours for Power Saving Mode When you update your office hours, you specify when you start and how long you work each day. After your work hours, the phone is idle and goes into power saving mode.

  • Page 59: Set A Ringtone For Incoming Calls

    Poly Trio C60 Phone Settings 4. Select Off Hours Sensitivity and enter sensitivity level (0 to 10) for off-hours. 5. Select Save. Set a Ringtone for Incoming Calls One way to personalize your phone is to change the ringtone. You can pick unique ringtones for the different lines on the phone.

  • Page 60: Maintaining Your Phone

    Maintaining Your Phone Topics: • Update the Phone’s Configuration • Clean the Touchscreen When the phone isn’t operating properly, investigate or troubleshoot issues along with any other tasks your administrator may ask you to perform. Update the Phone’s Configuration Your system administrator may ask you to update the configuration for your phone to apply any changes to the phone settings, which you can do without rebooting it.

  • Page 61: Troubleshooting

    Troubleshooting Topics: • Investigate Warnings • Missing Calendar and Meeting Notifications • Poor Audio Quality with External Microphones • Call Audio from Bluetooth-Connected Phones Doesn’t Come Through System Speakers • Using an Approved Power Source • Test the Hardware • Set Log Levels •...

  • Page 62: Poor Audio Quality With External Microphones

    Call Audio from Bluetooth-Connected Phones Doesn’t Come Through System Speakers Symptom: After pairing your phone to the Poly Trio C60 via Bluetooth, the call audio from your mobile phone doesn’t come through the system’s speakers. Problem: The Poly Trio C60 system isn’t set as your mobile phone’s audio device.

  • Page 63: Using An Approved Power Source

    Troubleshooting Using an Approved Power Source Symptom: If your phone is having the following issues, check your power supply: • The phone cannot connect to the network. • The phone does not start up properly or continues to restart. Problem: If you connect the wrong power supply to your phone, such as the power supply for a different or older phone, it could damage the phone, the phone will not function as expected, and it can void your warranty.

  • Page 64: Reboot Your Phone

    Troubleshooting Reboot Your Phone Your system administrator may ask you to reboot the phone to assist in troubleshooting. Caution: Before you reboot the phone, contact your system administrator. Rebooting the phone requires an administrative password. If the phone is malfunctioning, you may be able to restore normal operation without rebooting it.

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