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Poly E Series User Manual

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E Series & CCX Business Media Phone
User Guide
UC Software 7.1.0 | June 2021 |3725-49794-005A

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Dolorata
March 17, 2025

How do you enter a temporary phone message?

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1 comments:
Mr. Anderson
May 14, 2025

To enter a temporary phone message on a Poly Series device:

1. Press 0 for mailbox options.
2. Press 3 to create or change your Temporary Greeting.
3. If no prior recording exists, press 1 to record a new message or * to return to the previous menu.
4. Press # to end the recording.
5. After recording, press:
- 1 to rerecord,
- 2 to listen,
- 3 to delete,
- * to return to the previous menu.

This answer is automatically generated

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Summary of Contents for Poly E Series

  • Page 1 E Series & CCX Business Media Phone User Guide UC Software 7.1.0 | June 2021 |3725-49794-005A...

  • Page 2: Table Of Contents

    (Poly — formerly Plantronics and Poly) 345 Encinal Street Santa Cruz, California 95060 © 2021 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.

  • Page 4: Before You Begin

    This guide is intended for beginning users, as well as intermediate and advanced users who want to learn more about the features available with E-Series and CCX. Privacy Policy Poly products and services process customer data in a manner consistent with the Poly Privacy Policy. Please direct comments or questions to privacy@poly.com.

  • Page 5: Getting Started

    Additionally, the examples and graphics in this guide may not directly reflect available options or what your device screen displays. Poly Phone Hardware Overview The following topics describe the hardware features for Poly CCX and E Series business media phones.
  • Page 6 Poly Edge E Expansion Module (Front) The following figure displays the hardware features on Poly Edge E Expansion Module. The table lists each feature numbered in the figure. Figure 1: Poly Edge E Expansion Module hardware features (Front) Poly Edge E Expansion Module Hardware Feature (Front) Descriptions:...
  • Page 7 Poly Edge E Expansion Module (Back) The following figure displays the hardware features on Poly Edge E Expansion Module (Back). The table lists each feature numbered in the figure. Figure 2: Poly Edge E Expansion Module hardware features (Back) Poly Edge E Expansion Module Hardware Feature (Back) Descriptions:...

  • Page 8: Poly Ccx Phones

    Poly CCX 400 Business Media Phones Hardware The following figure displays the hardware features on Poly CCX 400 business media phones. The table lists each feature numbered in the figure. Figure 1: Poly CCX 400 phone hardware features Poly CCX 400 Phone Hardware Feature Descriptions:...
  • Page 9 Poly CCX 500 Business Media Phones Hardware The following figure displays the hardware features on Poly CCX 500 business media phones with OpenSIP. The table lists each feature numbered in the figure. Figure 1: Poly CCX 500 phone hardware features...
  • Page 10 Poly CCX 600 Business Media Phones Hardware The following figure displays the hardware features on Poly CCX 600 business media phones. The table lists each feature numbered in the figure. Figure 1: Poly CCX 600 phone hardware features Poly CCX 600 Phone Hardware Feature Descriptions...

  • Page 11: Poly E-Series Phones

    Poly Edge E100 Business Media Phones Hardware The following figure displays the hardware features on Poly Edge E100 business media phones with OpenSIP. The table lists each feature numbered in the figure. Figure 1: Poly Edge E100 phone hardware features...
  • Page 12 Poly Edge E300 Business Media Phones Hardware The following figure displays the hardware features on Poly Edge E300 business media phones with OpenSIP. The table lists each feature numbered in the figure. Figure 1: Poly Edge E300 phone hardware features...
  • Page 13 Poly Edge E400 Business Media Phones Hardware The following figure displays the hardware features on Poly Edge E400 business media phones with OpenSIP. The table lists each feature numbered in the figure. Figure 1: Poly Edge E400 phone hardware features...
  • Page 14 Poly Edge E500 Business Media Phones Hardware The following figure displays the hardware features on Poly Edge E500 business media phones with OpenSIP. The table lists each feature numbered in the figure. Figure 1: Poly Edge E500 phone hardware features...
  • Page 15 LED Indicators on Poly Phones The LEDs on Poly phones indicate phone and accessory states. Poly Phones LED Descriptions COLOR STATE AND DESCRIPTION – Phone is in sleep mode. Speakerphone White – Speakerphone is off, but the phone is active.
  • Page 16 Access the Home Screen The Home screen displays icons to access assigned softkeys, lines, and favorite contacts. Note: Your phone may display different softkeys on the Home screen, depending on how your administrator configured your phone. Figure 5: CCX with OpenSIP default Home Screen Figure 6: CCX 600 and CCX 700 default Home Screen Procedure ƒ...
  • Page 17 Access the Lines Screen The lines screen provides access to all assigned lines and your favorite contacts. Figure 7: CCX 400 and CCX 500 Lines Screen Figure 8: CCX 600 and CCX 700 Lines Screen Procedure ƒ To access the lines screen: 3 If you set the home screen or meetings screen as your home page, swipe left on the touchscreen.
  • Page 18 Access the Calls Screen The calls screen provides access to the phone dialer, your calls logs, contacts, and your calendar (if configured). Figure 10: CCX 400 and CCX 500 Calls Screen Figure 11: CCX 600 and CCX 700 Calls Screen Procedure ƒ...
  • Page 19 Access the Settings Menu If enabled by your administrator, you can access the settings menu to personalize your phone settings. Procedure ƒ Choose from: 3 From the home screen, select Settings 3 Select Menu  Settings Icons and Status Indicators ICON DESCRIPTION Registered Line...
  • Page 20 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: ƒ...
  • Page 21 Accessibility Features Poly products include a number of features to accommodate users with disabilities. Users Who Are Deaf or Hard of Hearing Your phone includes accessibility features for users who are deaf or hard of hearing to use the phone.
  • Page 22 Users with Limited Mobility Your phone includes accessibility features to enable users with limited mobility to use various phone features. The following table lists the accessibility features for users with limited mobility. Accessibility Features for Users with Limited Mobility ACCESSIBILITY FEATURES DESCRIPTION Auto-answering You can enable the phone to auto-answer calls.

  • Page 23: Audio Calls

    Placing Audio Calls Poly phones enable you to place calls to local numbers, international numbers, and contacts. You can initiate calls from your favorites list, recent calls list, and your phone directory. From a locked phone, you can place calls to numbers authorized by your system administrator.
  • Page 24 Call a Favorite Contacts you add as favorites display at the bottom of the Home screen with an avatar. You can place a call to favorites by selecting the favorite’s avatar. Procedure ƒ On the Home screen, select a favorite. Place a Call over Bluetooth You can pair and connect your phone with a Bluetooth–enabled mobile phone or tablet.
  • Page 25 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 26 Answer an Intercom Call When you receive an intercom call, your phone answers the call automatically using the speakerphone as long as you don't have an active call already. If the phone answers an intercom call with your microphone muted, you must unmute your microphone before responding to the call.
  • Page 27 Call a Contact from a Directory Search Search for and call contacts on the Search screen in your directory. Procedure Select Directories, then select Contacts and select a directory. In the Search field, enter your contact’s name. Select a contact. Placing Intercom Calls Like a normal call, the intercom feature enables you to place a call to a contact.
  • Page 28 Managing Multiple Calls Manage multiple active, incoming, or held calls. In the Calls screen, you can view active and held calls, including conference calls. The following figure shows an active call and a held call. Manage a Call from the Calls Screen From the Calls screen, you can manage a call by holding, resuming, or transferring the call.
  • Page 29 Cancel a Transfer If a contact doesn’t answer the transfer or if you want to remain speaking with the contact on your line, you can cancel the transfer before it completes. Procedure ƒ Select Cancel. The call doesn’t transfer and becomes active. Mute the Microphones Mute the microphone so other parties can't hear you.
  • Page 30 Reject Incoming Calls You can reject a call and send the call directly to voicemail. Rejected calls display in the Missed Calls list in your Recent Calls list. Rejecting calls is not available for shared lines. Procedure ƒ On the Incoming Call screen, select Decline. Automatically Reject Calls from a Contact You can send incoming calls from a particular contact directly to voicemail.
  • Page 31 Reject Calls with Do Not Disturb on Multiple Lines Use Do Not Disturb to reject incoming calls when you're busy. Note: By default, Do Not Disturb applies to all lines on your phone. Your system administrator can enable you to select the lines DND applies to. Procedure Select DND.
  • Page 32 For a list of supported USB flash drives to record phone audio, see Technical Bulletin 38084: Supported USB Devices at Poly Support. Note: If your phone doesn’t detect the USB device when you insert it into the USB port, the USB port on your phone may be disabled.
  • Page 33 Procedure ƒ Select Menu  Resume Recording. Stop Recording You can stop recording a call before the call ends. The recording also stops when the active call ends, no matter who ended the call. Caution: Don’t remove the USB flash drive while recording. Doing so may corrupt the file, preventing you from playing it back later.
  • Page 34 Pause and Resume Played Recordings While playing a recording, you can pause the recording, perform another task on the phone, and resume the recording at any time. When you receive an incoming call while playing a recording, the phone automatically pauses the recording playback.

  • Page 35: Video Calls

    You can place video calls on the following Poly CCX phones: ƒ Poly CCX 600 business media phones with a Poly EagleEye Mini camera (see the camera’s setup sheet for information on how to attach the camera to your phone) ƒ...
  • Page 36 Stop Sending Video During a Call During a video call, you can start and stop sending video at any time. Note: You can’t start or stop far-end video. If your phone receives far end video, the far end video always displays. Procedure ƒ...
  • Page 37 Select Camera Settings  Target Frame Rate. Choose Up or Down to adjust the frame rate. Adjust Video Quality You can adjust the camera settings on your Poly phone system to improve video quality. Procedure Do one of the following: ƒ...
  • Page 38 Adjust the Camera Position During a Call You can control the position of a Poly camera during or before a video call. Procedure Do one of the following: ƒ Select Camera ƒ Select Menu  Camera. Do one of the following: ƒ...
  • Page 39 Change How PIP Video Displays Update the PIP display for viewing in full screen mode, viewing the far-side, or viewing your video on the full screen. You can change the following PIP settings: ƒ Local Camera View (Full Screen)—Enables or disables the PIP from displaying when you view video on the full screen.
  • Page 40 Using a USB Camera with Your Phone To transmit video during calls, attach a USB camera to your CCX 600 phone. Note: If your phone doesn’t detect the USB camera, you may need to ask your administrator to enable the USB port. Reference the setup sheet for instructions on attaching the camera to your phone.
  • Page 41 Camera Messages MESSAGES ACTION Camera attached. Your camera is upgrading. Do not remove your camera during this Firmware sync in progress, do not remove process. The upgrade is complete when you receive a message stating camera. that either “firmware sync complete” or “upgrade failed”. (CCX 600 only) Camera firmware sync Indicates that your camera is ready to use.

  • Page 42: Conference Calls

    Conference Calls When you initiate a conference call, you can manage conference participants, join calls into a conference, or split your conference into individual calls. Audio Conference Calls Start a conference call with two contacts on hold. You can also split, hold, or resume conference calls. If your system administrator enables the conference management feature on your phone, you can manage each participant in the call.
  • Page 43 Resume a Conference Call Resuming a held conference call enables all participants to hear the audio of everyone on the call. Procedure ƒ Select Resume. Split a Conference Call When you split an active or held conference call, the conference ends and places the other two participants on hold.

  • Page 44: Shared Lines

    Shared Lines All CCX support multiple and shared lines. Your administrator can customize your phone to enable multiple shared lines. Shared Line Limitations The following features are not available or have limitations on phones with shared lines: ƒ Forwarding an incoming call is not available. ƒ...

  • Page 45: Call Lists And Directories

    Call Lists and Directories All CCX phones support a Recent Calls list, a Contact Directory, and a Corporate Directory. The phones can also support a BroadSoft Directory and the Ribbon Communications Address Books depending on your server and if enabled by your system administrator. Note: Your phone may not support all of the features described in this section.
  • Page 46 Procedure Select Type. Choose Missed Calls, Received Calls, or Placed Calls. View Call Details In the Recent Calls list, you can view call details, edit call details before calling a contact, save a contact to your directory, and delete call entries. Procedure ƒ...
  • Page 47 Managing Favorites You can add contacts as favorites from the Contact Directory, designate an index number for favorites, view favorites on the Home or Lines screen depending on your phone, and delete favorites. Favorites are the contacts in your Contact Directory that you will call most often. Add Favorites Add a new or existing contact to your favorites list.
  • Page 48 Procedure From your Contact Directory, select a contact. On the Contact Information screen, select Edit From the Edit Contact screen, select Favorite Index and enter a new favorite index number. Select Save. Delete Favorites You can delete favorites to make room for new favorites. Procedure In the Contact Directory, select a contact.
  • Page 49 Procedure ƒ From the Lines screen, select Buddies. Tip: You can quickly dial a buddy from your Buddy list. From the Lines screen, select Buddies, select the buddy you want to call, and select Dial. Monitor Contacts on Your Buddy List View the status of contacts on your Buddy list.
  • Page 50 Procedure In the Contact Directory, select a contact. On the Contact Information screen, select Edit From the Edit Contact screen, select Block Buddy  Enabled. The default setting is Disabled. When enabled, the contact cannot watch your status, and the contact is displayed in your Blocked List.
  • Page 51 Add a Contact to the Contact Directory When you add a contact to your Contact directory, you can choose how much information you want to enter for your contact. The phone requires you to enter a contact number. The following is a list of information you can enter for each contact: ƒ...
  • Page 52 Delete a Contact from the Contact Directory You can delete any contact from the contact directory. Procedure From the home screen, go to Contacts or select Menu  Contacts. In the Contact Directory, select a contact. On the Contact Information screen, select Delete and a confirmation message displays.
  • Page 53 Procedure Go to Settings  Basic  Preferences. Select Corporate Directory  View Persistency and select Enabled. Each time you view the Corporate Directory, your last search results automatically display. Clear Corporate Directory Search Results After you search for a contact, you can clear your search results and start a new search. Procedure ƒ...

  • Page 54: Accessing, Sending, And Broadcasting Messages

    Accessing, Sending, and Broadcasting Messages You can access, send, and broadcast a variety of message types. 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 on your phone. Accessing Voicemail Your phone indicates when you have new voicemail in the following ways: ƒ...
  • Page 55 Broadcasting Messages with Group Paging Group Paging enables you to send pages—one-way audio announcements—to contacts subscribed to a page group. Your administrator can enable a broadcast mode called Group Paging mode. In this mode, you can broadcast one-way announcements to a specified group of phones, called a Paging Group. Your system administrator can define up to 25 paging groups and assign a label to each group to identify the phones in the group, such as All, HR Dept, Shipping Staff, or Executives.
  • Page 56 Listen to a Page During an Active Call Pages received during an active call defer or automatically play depending on the page priority. Pages received during an active call don't interrupt the call. The phone plays audio from both the call and the page at the same time.
  • Page 57 Update Paging Group Subscriptions By default, you are subscribed to Paging Groups 1, 24, and 25. This means that you can send pages to and receive pages sent from these groups. You can change which groups you are subscribed to. However, you cannot disable your subscriptions to Paging Groups 24 and 25.

  • Page 58: Poly Ccx Phone Settings

    Set the System Language Poly phones support several languages that you can choose to display on the phone. Check with your system administrator to find out which languages your phone supports.
  • Page 59 Disable the Time and Date Display If desired, turn off the time and date display. Procedure Go to Settings  Basic  Preferences. Select Time and Date and select Disable. Backlight Intensity and Timeout If desired, change settings for the following backlight components: ƒ...
  • Page 60 Set the Backlight Timeout The backlight automatically turns on with any phone activity. By setting the Backlight Timeout, you can determine how long the phone should sit idle before the backlight dims to its Backlight Idle intensity. By default, the backlight dims after the phone is idle for 40 seconds.
  • Page 61 Add a Background Using the System Web Interface You can add one or multiple images for your phone background using the system web interface. Procedure Find you phone’s IP address, go to Settings  Status  Platform  Phone. Enter your phone's IP address into the web browser on your computer. Select User and enter your assigned password or the default (123) password.
  • Page 62 Screen Savers Another way to personalize your phone is to enable a screen saver that can either show default pictures stored on your phone or pictures stored on a USB flash drive. Ask your system administrator if this feature is available on your phone. Enable Screen Savers When you enable the screen saver, you can choose to have your phone display default photos stored on the phone or photos stored on a connected USB flash drive.
  • Page 63 Procedure Place one or more photos onto a USB flash drive, either in the root directory or in a folder. Attach the USB flash drive to your phone. The USB icon is displayed on the status bar. Go to Settings  Basic  Preferences. Select Picture Frame ...
  • Page 64 Use Your Phone as a Digital Picture Frame You can use the picture frame feature on your phone to view pictures stored on your USB flash drive at any time without setting up a screen saver. You can display your pictures as thumbnails, as a slide show, or a single picture.
  • Page 65 Power Saving Mode By default, Poly phones enter power saving mode and turn off the screen after being idle for a certain period of time to conserve energy. You can determine the period of time that the phone is idle before the screen turns off, and you can set different idle timeouts for office hours and off hours, such as evenings and weekends.
  • Page 66 Procedure Go to Basic  Power Saving  Timeouts. Configure the following options: ƒ Office Hours Idle Timeout: The number of minutes (1 to 600) the phone waits during office hours before starting power saving mode. ƒ Off Hours Idle Timeout: The number of minutes (1 to 10) the phone waits during nonoffice hours before starting power saving mode.
  • Page 67 ƒ Press one of the volume keys to increase or decrease the audio. Updating Your Buddy Status Poly phones enable you to sign into and update your presence status on your phone to let contacts know when you are busy or available.
  • Page 68 Automatically Update Your Buddy Status You can enable your phone to automatically set your status to Away when your phone is idle for a certain length of time. After you touch the screen or press a key on your phone, your status changes to Available again. Procedure Go to Settings ...

  • Page 69: Connecting To Bluetooth And Usb Devices

    Connect a maximum of two Bluetooth devices at a time. Host mode – Connect a Bluetooth headset to place and answer calls with a Bluetooth headset. Device mode – Connect your smartphone to manage calls and user your Poly CCX phone as a Bluetooth speaker.
  • Page 70 Connect a Bluetooth Headset to Your Phone You can connect a Bluetooth headset to your phone and use it as the default audio device for all calls and conferences. You can pair up to five Bluetooth headsets with your phone. However, you can only connect and use one headset at a time.
  • Page 71 Procedure Choose from: ƒ Go to Settings  Basic  Bluetooth. ƒ Go to Menu  Bluetooth. ƒ Select the Bluetooth icon Select Manage BT Devices. Select Pair new device. The list of available devices populates. Select your smartphone from the list. Verify that the Bluetooth pairing code matches on your phone and your smartphone.
  • Page 72 Typically, you can work wirelessly up to 300 feet (91 meters) from your phone and still use the EHS controls. Check with your headset's user guide for the precise range restrictions. See Feature Profile 37477: Using Headsets with Poly Phones on Poly Support for a list of compatible headsets.
  • Page 73 Remove the EHS adapter from the serial port on the back of the phone. USB Audio Mode USB audio mode enables you to use your Poly CCX business media phone as a USB audio device on a connected computer. Note: Poly CCX 400 business media phones don’t support USB device mode.
  • Page 74 ƒ Self-powered USB booster extension cable for connections longer than 2 m (6.6 ft) Note: Poly recommends that the USB cable you use for USB audio mode isn’t a cable meant only for charging devices. Cables meant for charging devices may lack the necessary hardware to support the data transmission needed for USB audio mode.

  • Page 75: Ribbons Communications Features

    Ribbon Communications Features The following features are available when your administrator configures your phone with Ribbon Communications. Ribbon Communications Multiple Appearance Directory Number - Single Call Appearance Register your phone with the Ribbon Communications server to use Multiple Appearance Directory Number - Single Call Appearance (MADN-SCA).
  • Page 76 Leave a Bridge Call Any member in a bridge call can leave the call, and the call remains active. After you leave a bridge call, you can rejoin by pressing the Barge In soft key again. Procedure End Call ƒ Select the soft key, or place the handset in the cradle.
  • Page 77 Disable Privacy Temporarily You can temporarily disable privacy for an active call on a private shared line to allow other MADN members to join the call. Procedure During an active call, press the PRLA soft key or select Hold and dial the PRLA code given to you by your administrator.
  • Page 78 Save a Global Address Book Contact to the Contact Directory If you want to modify a GAB contact's information, you need to save the contact to the Contact Directory or the Personal Address Book, if enabled. When you save a contact to the Contact Directory or PAB, you can modify and save the contact's information in the PAB or Contact Directory.
  • Page 79 Add Contacts to the Personal Address Book When you add a new contact to the PAB, you must enter a unique nickname that is at least one character long for each new contact. If you try to save a contact without a nickname, a message asking you to enter a nickname is displayed.

  • Page 80: Maintaining Your Phone

    Maintaining Your Phone When the phone isn’t operating properly, investigate or troubleshoot issues along with any other tasks your administrator may ask you to perform. Investigate Warnings When a phone is unable to perform certain tasks, a Warning icon displays in the status bar. View details about the issues from the Warnings screen.
  • Page 81 Procedure Go to Settings  Basic. Select Update Configuration. A confirmation message displays. Select Yes. The configuration updates. The phone may reboot, depending on which settings you changed. Test the Hardware If you're experiencing issues with your phone, your system administrator may ask you to test the phone hardware.
  • Page 82 Updating the Phone Software You can update the software on your phone when a new software version is available. When new software is available, a notification is displayed on your phone and you have the option to update your software, postpone the software update, or exit the notification. When the software update notification is displays your phone, you can choose to update your phone's software at that time.
  • Page 83 CSTA Lines When your administrator configures your Poly phone to use user agent Computer Supported Telecommunications Applications (uaCSTA) with a CSTA server, you can remotely control the phone and access phone services using a computer telephony integration (CTI) application on your computer.

  • Page 84: Troubleshooting

    Troubleshooting If you’re having issues with your Poly phone, you can try the troubleshooting options and solutions in the following topics to resolve certain issues. Speakerphone If your speakerphone doesn't work, your system administrator may have disabled it. If this is the case, a message displays after you press the speakerphone key informing you that Handsfree mode is disabled.
  • Page 85 3 Server Control Method 3 Server URL 3 Registration Index and User ID Poly Desktop Connector If you encounter any issues using the Poly Desktop Connector (PDC), see the following table for possible solutions to common problems. Common PDC Problems and Solutions ISSUE...
  • Page 86 Stop, and then remove the remove my USB flash drive drive. during a call. The message “Unsupported Refer to Feature Profile 37477: Using Headsets with Poly Phones on USB device attached” displays. Poly Support for a list of USB devices supported on Poly phones.
  • Page 87 Reset the Phone to Factory Defaults Access the phone reset option without having to enter an administrator password. After the administrator configures this feature on the phone, you can reset the phone to factory default settings. Procedure ƒ Go to Settings  Basic  Reset to Factory.
  • Page 88 glofiberbusiness.com | 1-833-WANT-GLO...

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