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Aastra 9617 Online User's Manual

Telephone and personal call manager

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Personal

Call Manager

1

9617

Telephone

Online

User Guide

List of Help Topics

Using this Guide

Troubleshooting

Warranty and Technical Support

Glossary

Index

P0875282

&

Issue 04 CC1908 Rev 01

Table of Contents

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Summary of Contents for Aastra 9617

Page 1 9617 Telephone & Personal Call Manager Online User Guide List of Help Topics Using this Guide Troubleshooting Warranty and Technical Support Glossary Index P0875282 Issue 04 CC1908 Rev 01...
Page 2 List of Help Topics The 9617 telephone and Personal Call Manager Welcome on page 3 Installing the M9617 telephone on page 5 Starting and Exiting Personal Call Manager page 23 Becoming familiar with the telephone and soft- ware on page 27 Setup and customization on page 79 Storing your contacts...
Page 3 Welcome Welcome to Aastra’s 9617 telephone with Personal Call Manager. The 9617 telephone is an advanced two-line telephone designed to work with Personal Call Manager software. Without the software, the 9617 telephone works on its own. When Personal Call Manager is running, you can control calls using either Personal Call Manager or the telephone.
Page 4: Feature Highlights
Feature Highlights The 9617 telephone features: a personal Directory that stores up to 100 contacts a Callers List and a Redial List that record incoming and outgoing calls two-line capability a three-line back-lit display that allows for features like Call Waiting ID advanced features such as Don’t Disturb and Auto- busy Redial Personal Call Manager features:...
Page 5: Table Of Contents
Installing the 9617 telephone The topics below take you step by step through the installation of the telephone. Follow them in the order that they appear. Determining whether you have two telephone lines on one telephone cord on page 6 Connecting the cords on page 7 Attaching the stand...
Page 6: Determining Whether You Have Two Telephone
Determining whether you have two telephone lines on one telephone cord The 9617 telephone is a two-line telephone. Before you begin installing it, you need to know how your telephone lines are set up (you may have two telephone lines on one telephone cord).
Page 7: Connecting The Cords
Connecting the cords Proceed with the following steps once you know whether both telephone lines are on one telephone cord. If you are not sure, refer to Determining whether you have two telephone lines on one telephone cord on page 6. To connect the telephone cords: 1 Pass all cords except the coiled handset cord through the hole in the base as shown below.
Page 8 2 Connect the telephone cords. Refer to the illustration of the telephone jacks on the right when following these steps. You may ﬁnd it helpful to refer to one of the following illustrations: An illustration of a one telephone-cord setup on page 10 or An illustration of a two telephone-cord setup...
Page 9 AC transformer that is CSA/UL or CSA-NRTL/C approved Class 2, Level C, rated. Substitution of non-approved equipment will void the Aastra Telecom warranty. If you want to attach a fax machine or modem, refer to Connecting a fax machine or modem to the telephone on page 387.
Page 10 An illustration of a one telephone-cord setup In a one telephone-cord setup, two telephone lines (each with a separate telephone number) are combined into one telephone cord. If this is your line setup, plug one end of the telephone cord into the 1 jack, and plug the other end into the wall jack.
Page 11 An illustration of a two telephone-cord setup In a two telephone-cord setup, each of your two telephone lines (each with a separate telephone number) is on a separate telephone cord. If you have this setup, you need to use two jacks. Plug one telephone cord into the 1 jack, and plug the other telephone cord into the jack.
Page 12: Attaching The Stand
Attaching the stand You have already routed the telephone cords through the hole in the stand, and routed the coiled handset cord in its groove. You can now attach the telephone stand. How you attach the stand depends on whether you want to keep the telephone on a desk or mount it on a wall.
Page 13 Desk-mounting the telephone To mount the telephone on the desk: 1 Lower the stand as shown below into the slots on the back of the telephone. continued...
Page 14 2 Slide the stand in the direction shown below until it clicks into the locked position. When ready, go to the next step: Inserting the number card and lens on page 17.
Page 15 Wall-mounting the telephone When wall-mounting the telephone, it is recommended that you use a wall-mounting plate which is available through your telephone company or at a local retailer. You may also ﬁnd it easier to wall-mount the telephone if you purchase one or two short 20 cm (8”) telephone cords and use them in place of the long telephone cord(s).
Page 16 continued... 2 Slide the stand in the direction shown below until it clicks into the locked position. 3 Line up the keys on the wall mounting plate with the key holes on the base of the 9617 telephone as shown. Push the phone onto the wall mounting plate, and then push down to secure the tele-...
Page 17 Inserting the number card and lens The 9617 telephone comes with a small paper number card and a clear plastic number card lens. This card allows telephone users to know what telephone number they are calling from. To insert the number card and lens: 1 Write your telephone number on the paper number card.
Page 18: Adjusting The Telephone Display
Adjusting the telephone display When you have ﬁnished installing the telephone, adjust the angle of the telephone display to your liking. ∆ Press to adjust the contrast. The contrast feature allows you to adjust the brightness of the display. When ready, go to the next step: Plugging in the telephone for the very ﬁrst time on page 19.
Page 19: Plugging In The Telephone For The Very First
Plugging in the telephone for the very ﬁrst time The very ﬁrst time you plug-in your 9617 telephone, a message appears asking you to make a language selection. Simply follow the directions on the telephone display. Your telephone also runs a test to ensure that the line cords are connected properly.
Page 20: Changing The Telephone Display Language
Changing the telephone display language You may wish to change the language of the messages and prompts that appear on the display of your 9617 telephone. To change the display language on the telephone: 1 Press the Options key. (To see the location of the Options key, refer to The M9617 telephone keys and lights...
Page 21: Setting The Date And Time On The Telephone
Setting the date and time on the telephone If you subscribe to a Caller ID service from your telephone company, the date and time displayed on the 9617 telephone are set automatically when you receive your ﬁrst telephone call. Only if you do not subscribe to a Caller ID service must you set the date and time by following the steps below.
Page 22: Telephone Network Services You Should Subscribe To
Telephone network services you should subscribe to The 9617 telephone and Personal Call Manager are designed to take advantage of many telephone network services. The recommended services are listed below. To subscribe to these services, contact your local telephone company. Note: The names of these services may vary from area to area.
Page 23 Starting and Exiting Personal Call Manager The following sections give an overview of starting and exiting Personal Call Manager. The very ﬁrst time you start Personal Call Man- ager on page 24 Starting Personal Call Manager on page 25 Exiting Personal Call Manager on page 26 Once you have launched the application, you need to set up Personal Call Manager.
Page 24 The very ﬁrst time you start Personal Call Manager To start Personal Call Manager: 1 If you see a shortcut for Personal Call Manager (shown on the right) on your desktop, double-click on it. 1 Click on the Start button and point to the Programs menu item.
Page 25 Starting Personal Call Manager To start Personal Call Manager: 1 If you see a shortcut (shown on the right) for Personal Call Manager on your desktop, double-click on it. 1 Click on the Start button and point to the Programs menu item. A submenu appears. 2 Point to the Personal Call Manager menu item.
Page 26 Exiting Personal Call Manager You can exit Personal Call Manager from the task tray or the main window. To exit Personal Call Manager using the task tray: 1 Right-click on the Personal Call Manager icon in the task tray. The task tray 2 Click on the Exit menu item.
Page 27 Becoming familiar with the telephone and software The ﬁrst two sections listed below help you get acquainted with the telephone and Personal Call Manager. Once you are familiar with their features, read the third section to learn more about how they enhance each other.
Page 28 Getting to know the 9617 telephone The 9617 telephone has a three-line backlit display and several indicator lights. For more information, refer to the following topics: The M9617 telephone keys and lights page 29 Telephone key descriptions on page 30 Telephone display and light messages page 33 Viewing multiple display and light messages...
Page 29 The 9617 telephone keys and lights Adjustable display Set indicator light Left/right arrows Sliding panel Down/up arrows Options key Handsfree/Mute indicator light Line indicator lights 6 memory keys For descriptions of how these keys work, refer to Telephone key descriptions on page 30.
Page 30 Telephone key descriptions ∆ Selects one of eight display contrast settings. ¢ Stores and accesses the names and telephone numbers of up to 100 contacts. ≈ Accesses a list of the last 100 calls you have received, starting with new calls. ß...
Page 31 ‘ Adds a space when you are entering names in the Directory or in memory keys, and allows you to view multiple status messages on the telephone display. ˙ Puts the call on hold and inserts a pause between digits you are storing in the Directory or memory keys.
Page 32 © Activates the speaker and microphone so you can listen and talk without using the handset. Also mutes the microphone so that your caller cannot hear you. √ Adjusts the receiver, speaker, and ringer volume. ∫ Memory keys store numbers, names, and features.
Page 33 Telephone display and light messages The 9617 has a backlit three-line display that uses icons and messages for your call information. For more information, refer to the following topics: General telephone display messages on page 34 Light messages - what they mean on page 37 Extension in Use notiﬁcation on the telephone on page 41...
Page 34 General telephone display messages The table below shows some common display messages. Common General Display Messages (page 1 of 3) Message What it means There is more information to be -> shown on the telephone display. ‘ Press to see it. The telephone line indicated is not Check line cord Line 1 or Line 2...
Page 35 Common General Display Messages (page 2 of 3) Message What it means The incoming call is forwarded from <Forwarded Call another telephone. The memory key is factory- Key is locked programmed and cannot be erased or reprogrammed. Program a different memory key. The caller is calling from outside your local area (i.e., long distance).
Page 36 Common General Display Messages (page 3 of 3) Message What it means The caller has requested that the Private number telephone company not deliver his Private name or her name or telephone number. µ Redial List is You pressed but there empty are no numbers in the Redial List to dial.
Page 37 Light messages - what they mean The 9617 telephone set indicator light turns on to alert you when the telephone rings, a feature is on, or when someone on an extension telephone is using the same line as you. Indicator lights beside the line keys and ©...
Page 38: Set Indicator Light Messages
Set indicator light messages To see the location of the set indicator light, refer to M9617 telephone keys and lights on page 29. Set indicator Telephone status light status The light is on. Someone on an extension telephone is using one of your telephone lines. Refer to Extension in Use notiﬁca- tion on the telephone...
Page 39 Line indicator light messages To see the location of the line indicator lights, refer to M9617 telephone keys and lights on page 29. Line indicator light Line status status The light is on. The line is in use. The light is ﬂashing. The line is on hold.
Page 40 Handsfree/Mute indicator light messages To see the location of the Handsfree/Mute indicator light, refer to The M9617 telephone keys and lights page 29. Handsfree/Mute indicator light Handsfree/Mute status status The light is on. The telephone is in Handsfree mode. The light is ﬂashing The Handsfree/Mute micro- quickly.
Page 41 Extension in Use notiﬁcation on the telephone Line indicator lights let you know whether a line is available for you to use. When another extension is using a line, the line indicator light for that line (located beside the line key) turns on. To see the location of the Line indicator lights, refer to The M9617 telephone keys and lights...
Page 42: Viewing Multiple Display And Light Messages
Viewing multiple display and light messages There are several messages that can be active at any time, such as date and time, X New Callers, Feature ON, Message Waiting, and Ringer is OFF. When more than one of these messages is active, the telephone display shows the most recent message and an arrow beside it (e.g., 1 New Caller ‚).
Page 43 The Callers List The 9617 telephone Callers List logs your incoming calls. It can hold up to 100 calls. For each call, it logs the caller’s name and number (if available), the time of the call and whether the call was long distance. ≈...
Page 44 Callers List telephone display messages Common Callers List Display Messages (page 1 of 2) Message What it means The Callers List has not logged any Callers List is empty calls, or you’ve deleted all the calls in the Callers List. (Your telephone does not record incoming calls until you subscribe to the Caller ID service.)
Page 45 Common Callers List Display Messages (page 2 of 2) Message What it means 01√Unknown Name The checkmark (√) means that you 555-5555 have returned the call from the Callers List. N means a new call. MAR04 3:30pm N N N N An ellipse “…“...
Page 46 Voice Mail notiﬁcation When you have a Voice Mail message, the 9617 telephone’s red indicator light (located above the ˚ key) ﬂashes slowly and the telephone display shows: Message Waiting Line x Message Waiting Line 1 Line 2 In Personal Call Manager, the message waiting icon (shown on the right) ﬂashes in the task tray when you have a Voice Mail message.
Page 47 The Clear Message Waiting option There may be times when Message Waiting appears on the telephone display and the set indicator light continues ﬂashing when there are no new Voice Mail messages. If so, you can turn the display message and light off using the Clear Message Waiting option.
Page 48 Clearing the Check line cord message There may be times when Check line cord appears on the telephone display and you want to clear this message. For example, you may have only one line cord connected. You can remove the Check line cord message from the telephone display by turning off the Check Line Cord option for the line that is not connected.
Page 49 Controlling the volume of your telephone You can control the volume of the ringer, handset speaker and Handsfree speaker. You can also choose the ring tone for the 9617 telephone ringer. For more information, refer to the following topics: Setting the ringer volume on page 50 Choosing the ring tone for the ringer page 51...
Page 50: Setting The Ringer Volume
Setting the ringer volume To adjust the ringer when the telephone is idle: √ 1 Press one side of ¬ 2 Press for the line you want to adjust the ringer for. √ 3 Press the right side of . The ringer sounds. Continue pressing it until you reach the desired ring volume.
Page 51 Choosing the ring tone for the ringer You can choose one of four different ring tones for each line independently. To select the ring tone: 1 Make sure that the ringer is turned on (see Setting the ringer volume on page 50). 2 Press the Options key.
Page 52 The handset and Handsfree speaker volume The handset volume To adjust the handset volume: 1 While you are on a call, press the left or right side of √ the volume bar . The handset volume returns to normal after you have completed your call. The speaker volume To adjust the speaker volume: 1 While you are listening to the Handsfree speaker, you...
Page 53 Getting to know Personal Call Manager Personal Call Manager provides an easy-to-use computer interface for the 9617 telephone. For more information, refer to the following topics: Startup icons on page 54 The task tray icon on page 55 The task tray menu on page 56 The Main Window on page 58...
Page 54 Startup icons When Personal Call Manager starts up, two icons are added to the screen: the taskbar icon and the task tray icon. These two icons have distinctly different functions. Use the taskbar icon to open the Personal Call Manager main window when it is minimized or hidden behind other application windows.
Page 55 The task tray icon The Personal Call Manager icon (shown on the right) appears in the task tray. This task tray icon provides quick access to Personal Call Manager functions when the main window is closed. If you turn on the Don’t Disturb feature, this icon changes (refer to Don’t Disturb and Personal Call Manager page 327).
Page 56 The task tray menu You can use the task tray menu to perform most basic call functions, such as making and answering calls, placing calls on hold and creating conference calls with two other callers (a three-call conference). The Personal Call Manager task tray menu is divided into two main sections, the upper and the lower.
Page 57 Icons in the Task Tray or Calls Menu (page 2 of 2) Icon Call Status Description Ringing Appears beside calls that you have not answered. The lower portion of the menu contains the following features: Callers List – a list of the last ten calls you received that you can use to return calls (see The Callers List in Personal Call Manager...
Page 58 The Main Window The main window allows you access to all of Personal Call Manager’s features. Opening the main window When you start Personal Call Manager, the main window appears. By default, the window remains open. To maximize the main window (if it is closed): Click on the Personal Call Manager icon in the task- bar.
Page 59 Closing the main window When you close the main window, it minimizes to an icon on the taskbar as shown below. To close the main window (if it is open): Click on the minimize button (shown on the right) in the top right corner of the window. When you close the main window, you can still control your telephone calls from the Personal Call Manager icon in the task tray.
Page 60 The parts of the main window Menu bar Toolbar Address book Current calls Status Conference box Calls box Tree View List View The Personal Call Manager main window is made up of the following: Menu bar Toolbar The Address Book section The Current Calls section Status bar All of these components, except the Menu bar, can be...
Page 61: Menu Bar
Menu bar You use the menus on the menu bar to access all of the features available in Personal Call Manager. The menu bar is always visible on the main window. Menu Description File Lets you add new contacts and folders, set properties for contacts, import and export contact information from and to text ﬁles and exit Personal Call Manager.
Page 62 Toolbar The Personal Call Manager toolbar has two sections, the main toolbar and the 9617 Options toolbar. These toolbar sections contain buttons that provide quick and easy access to Personal Call Manager functions. To hide or display both toolbar(s): 1 Click on the View menu. 2 Click on the Toolbar menu item.
Page 63 Toolbar button descriptions The toolbar buttons provide quick access to commonly used features. To access or activate a feature, simply click on the appropriate toolbar button. The toolbar buttons are described below. Toolbar Buttons (page 1 of 4) Button Feature Description Up One Exits from the current folder...
Page 64 Toolbar Buttons (page 2 of 4) Button Feature Description Paste Pastes the folder or contact you copied to the clipboard into the selected folder. (The clipboard still retains a copy even after you have used this command, so you can paste a copied item more than once.) Properties Displays the Address Proper-...
Page 65 Toolbar Buttons (page 3 of 4) Button Feature Description Report Displays the folders and contacts in the Address Book in a report view format. In this format the icon, ﬁrst name, last name, telephone numbers, and email information for the contact are shown.
Page 66 Toolbar Buttons (page 4 of 4) Button Feature Description Directory Synchronizes the Quick Dials Synchroni- folder with the telephone zation Directory so that they both contain the same contacts. 9617 Displays the 9617 Property Property dialog box which allows you to Page set the ring conﬁguration for (This...
Page 67 The Address Book section The Address Book is a list of all the contacts stored in Personal Call Manager. The Address Book consists of two parts: the Tree View, located on the left-hand side of the Address Book, shows the structure of your folders the List View, located on the right-hand side, shows the folders and the contacts stored in whichever folder is selected in the Tree View section...
Page 68 The Current Calls section The Current Calls section consists of two parts: the Calls box which shows your current calls the Conference box which shows the calls that have been joined together in a conference To see where these are located, refer to The parts of the main window on page 60.
Page 69 Current Calls icons Current Calls icons appear in the Calls and Conference boxes to show you the status of your calls. Note: Different versions of these icons are used in the Calls menu and task tray menu. For more information, refer to The task tray menu on page 56.
Page 70 Current Calls icons (page 2 of 2) Icon Call Status Description Extension In Appears in the Calls box for calls made on other tele- phones using your line. See page...
Page 71 Current Calls toolbar You manage the calls in the Calls box and the Conference box using the toolbars above them. The toolbar buttons are brieﬂy described below. Current Calls Toolbar (page 1 of 2) Button Feature Description Manual Displays the Dial dialog box so dial that you can enter a phone number using the keyboard.
Page 72 Current Calls Toolbar (page 2 of 2) Button Feature Description List Displays current calls as small icons in vertical columns. Report Displays current calls in a report view format. In this format the icon, the callers name, the telephone number and the call timer are shown.The call timer is a running count of how long the...
Page 73 Extension in Use notiﬁcation in Personal Call Manager When someone is using one of your telephone lines on another telephone in your home or business, the Extension in Use icon (shown on the right) appears in the Calls box. To join the call: right-click the call icon and click on the Unhold menu item, or ¬...
Page 74: Status Bar
Status bar When visible, the Status bar appears at the bottom of the screen and provides three information message areas. Line used Help messages Help messages – Shows a help message, if available, for the area the mouse pointer is over. For example, if the mouse is over one of the buttons on the toolbar, the Status bar describes what that button does.
Page 75 The About Personal Call Manager window The About Personal Call Manager window shows the version of the Personal Call Manager software you are using. You will be asked to provide this information if you contact us for technical support. To access the About Personal Call Manager window: 1 Click on the Help menu.
Page 76 How the telephone and Personal Call Manager work together There are four areas of functionality that are synchronized (or shared) between the 9617 telephone and Personal Call Manager: 1. The Options List and the Memory keys on the telephone and the 9617 Conﬁguration Properties dialog box in Personal Call Manager The Options List in the 9617 telephone allows you to set the same options as the 9617 Conﬁguration Properties...
Page 77 2. The Directory on the telephone and Quick Dials in Personal Call Manager The telephone Directory and the Personal Call Manager Quick Dials folder synchronize. This means that Personal Call Manager and the 9617 telephone work together to keep the list of contacts stored in the telephone Directory the same as the list stored in the Quick Dials folder.
Page 78 3. The Callers List and Redial List When Personal Call Manager starts, it compares the call lists in the 9617 telephone and in the program. If there are differences (if you have made or received a call when Personal Call Manager wasn’t running), Personal Call Manager updates its Callers List, Redial List and Calls Log Window.
Page 79 Setup and customization You can customize the way the 9617 telephone and Personal Call Manager manage calls. You can also add passwords, dialing restrictions, personal security numbers and more. For more information, refer to the following topics: Setting up the M9617 telephone on page 80 Setting up Personal Call Manager on page 123...
Page 80 Setting up the 9617 telephone There are two ways to customize the features of the 9617 telephone. You can use the Options List in the telephone, or you can use the computer. You will ﬁnd all the options in the telephone’s Options List in the 9617 Conﬁguration Properties dialog box in Personal Call Manager.
Page 81 Using the Options List to customize the 9617 telephone You can customize the 9617 telephone using the settings in the Options List. To view this list, press the Options key on the telephone. You may have to move the slider beside the telephone’s indicator light to the right to reveal the Options key.
Page 82 The telephone Options List The 9617 telephone Options List (page 1 of 5) Use this option... to do this... Choose the language you want 01. Language to see on the telephone display. choice You can choose English, French or Spanish. See page Set the date and time on your 02.
Page 83 The 9617 telephone Options List (page 2 of 5) Use this option... to do this... Clear the Message Waiting 06. Clear Msg. display prompt when you have Wtg. ﬁnished listening to your Voice Mail messages. See page Specify for each line whether the 07.
Page 84 The 9617 telephone Options List (page 3 of 5) Use this option... to do this... Use a headset instead of the 12. Headset handset to speak on the tele- disabled phone. See page 238. (enabled) Specify for each line whether or 13.
Page 85 The 9617 telephone Options List (page 4 of 5) Use this option... to do this... Enable the automatic display of 18. Call timer ON the call timer, which shows how (OFF) long you have been on a call. See page 365.
Page 86 Enter a password to restrict 25. Options access to the Options List. See password page View the version of ﬁrmware 26. Versions (resident software) your tele- phone uses. You may be asked to provide this information if you contact the Aastra customer support line.
Page 87 Setting the Options password using the telephone You can enter a password to prevent others from viewing or changing your Options List. To enter or change an Options List password: 1 Press the Options key. 2 Enter the old Options password if one has been set. ª...
Page 88: Options List
Using the backdoor feature to access the Options list If you have forgotten your Options password, you can still access the Options list by using the backdoor password. The backdoor password is simply the month, day and hour (based on a 24-hour clock) displayed on your telephone display.
Page 89 Using the computer to customize the 9617 telephone The 9617 Conﬁguration Properties dialog box allows you to customize the features of the 9617 telephone using your computer. You can access this dialog box several ways. For more information, refer to the following topics: Customizing the telephone using the menu bar or toolbar on page 90...
Page 90 Customizing the telephone using the menu bar or toolbar To customize your telephone features: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Conﬁgure Line button. 4 If required, type the Options List password.
Page 91 6 Move to the tab that has the feature or setting you want to change. For more information on the features of each tab, refer to The M9617 Conﬁguration Properties dialog box on page 92. The settings you specify on the Conﬁguration Prop- erties dialog box are made in the Options List of the telephone automatically.
Page 92 The 9617 Conﬁguration Properties dialog To see how to access this dialog box, refer to Using the computer to customize the M9617 telephone page 89. The 9617 Conﬁguration Properties dialog box consists of six tabs. Each tab groups together related features. These tabs include all of the features in the telephone’s Options List.
Page 93 The Line tab This tab on the 9617 Conﬁguration Properties dialog box allows you to specify line features for both Line 1 and Line 2 independent of each other. For information on how to access this dialog box, refer to Using the computer to customize the M9617 telephone on page 89.
Page 94: About The
The Line tab (continued) Ring Volume – This slider determines the ring volume of the phone. Ring Tone – Select from one of four ring tones for the phone. Setting different tones for each line can help you identify which line incoming calls are on. Call Waiting ID –...
Page 95 The General tab This tab on the 9617 Conﬁguration Properties dialog box allows you to specify general telephone features. For information on how to access this dialog box, refer to Using the computer to customize the M9617 telephone on page 89. Enable Headset –...
Page 96 The General tab (continued) Set List Mode to be – This option determines how callers are tracked; callers can be split by line, or combined into a single list. Note: List Mode affects only the Callers List on the 9617 telephone, not on Personal Call Manager.
Page 97 The General tab (continued) Note: The following four features are not visible on the M9716 telephone Options List. However, they still work when Personal Call Manager is not running or the computer is off. Suppress First Ring – Many of the 9617 telephone’s features require Caller Identiﬁcation (Caller ID) information to work.
Page 98 The General tab (continued) Special Ring for Long Distance – With this option enabled, the 9617 telephone sounds a special ring whenever you receive a long distance call. (Long distance calls ring once normally before the special ring is activated unless the Suppress First Ring option is enabled.)
Page 99 The Phone Display tab This tab on the 9617 Conﬁguration Properties dialog box allows you to set display options for the telephone. For information on how to access this dialog box, refer to Using the computer to customize the M9617 telephone on page 89.
Page 100 You can enter three separate area codes or preﬁxes, each up to seven digits long. Note: It is highly recommended that you enter your local area code in one of these three ﬁelds and in the Area Code ﬁeld on the Dialing Properties dialog box. To access this dialog box, click on the Tools menu in Personal Call Manager and select the Dialing Properties menu item.
Page 101 The Feature tab This tab on the 9617 Conﬁguration Properties dialog box allows you to specify Automatic Busy Redial, Do Not Disturb and Pager Notiﬁcation options. For information on how to access this dialog box, refer to Using the computer to customize the M9617 telephone on page 89.
Page 102 Do Not Disturb Options When the Do Not Disturb (DND) option is enabled, the telephone does not ring when someone calls. However, the line indicator (the light beside the line key on the telephone) still ﬂashes. In Personal Call Manager, the You Have a New Call dialog box still appears and the Ringing icon for the call appears in the Calls box.
Page 103 Automatic Busy Redial Options When you make a call and get a busy signal, you can use the Busy Redial feature to continue calling that number automatically until your call gets through. You can set two of the Automatic Busy Redial Options using this tab.
Page 104 Pager Notiﬁcation Options If you have selected the Enable Pager Notiﬁcation option on the Line tab of this dialog box, you should enter settings for the following options on the Feature tab. For information on how to access this dialog box, refer to Using the computer to customize the M9617 telephone...
Page 105 Note: If you want the pager feature to be on all the time, set both the Pager On Time and Pager Off Time to 12:00...
Page 106 The Security tab This tab conﬁgures the security options for the 9617 telephone. For information on how to access this dialog box, refer to Using the computer to customize the M9617 telephone on page 89. Security Number Settings – The 9617 is equipped with a Security Numbers feature to keep selected numbers private when you dial.
Page 107 The Security tab (continued) Important: Care must be taken when you are restricting numbers that start with 9. If you enter 9, 91, or 911 as one of the dialing restrictions, you will not be able to dial the emergency services number 911. To make sure this doesn’t happen, you can enter 911 as a dialing restriction override.
Page 108: Call Manager
Setting the Options Password using Personal Call Manager To change the existing Options List password: 1 Click on the Conﬁgure Telephony button on the toolbar (shown on the right). The 9617 Conﬁguration Properties dialog box appears. 2 Select the Security tab. 3 If no password exists, click on the Disable Password box until the checkmark does not appear inside it.
Page 109 For more information, refer to the following topics: Setting the Options password using the tele- phone on page 87 Using the backdoor feature to access the Options list on page 88...
Page 110 The Memory Keys Assignment tab This tab on the 9617 Conﬁguration Properties dialog box allows you to assign phone numbers and features to memory keys. For information on how to access this dialog box, refer to Using the computer to customize the M9617 telephone on page 89.
Page 111 Memory Key Feature List (page 2 of 2) Timer Assigns the Call Timer to the memory key. Application Assigns an application to the memory key. When you press the memory key the application stored in the memory key launches. Launch Pad must be running.
Page 112 Assigning the Auto Busy Redial feature to a memory key on page 115 Assigning the Call Timer feature to a memory on page 116 Assigning an application to a memory key page 117 Assigning a phone number to a memory key using Personal Call Manager on page 119 Programming a memory key as a FeatureLight...
Page 113 Clearing a memory key To clear or delete a memory key: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Conﬁgure Line button. (If required, type the Options List password and click on the OK but- ton.) The 9617 Conﬁguration Properties dialog box appears.
Page 114: Memory Key
Assigning the Do Not Disturb feature to a memory key To assign Do Not Disturb to a memory key: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Conﬁgure Line button.
Page 115: Assigning The Auto Busy Redial Feature To A Memory Key
Assigning the Auto Busy Redial feature to a memory key To assign Auto Busy Redial to a memory key: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Conﬁgure Line button.
Page 116: Assigning The Call Timer Feature To A Memory Key
Assigning the Call Timer feature to a memory key To assign the Call Timer to a memory key: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Conﬁgure Line button.
Page 117: Assigning An Application To A Memory Key
Assigning an application to a memory key To assign an application to a memory key: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Conﬁgure Line button. (If required, type the Options List password and click on the OK but- ton.) The 9617 Conﬁguration Properties dialog box appears.
Page 118 10 Select the Run Launch Pad at startup option if you want the Launch Pad application to launch at startup. Note that Launch Pad must be running for the applica- tion memory key to work. A check mark appears in the checkbox when this option is selected.
Page 119: Assigning A Phone Number To A Memory Key Using Personal Call Manager
Assigning a phone number to a memory key using Personal Call Manager To assign a phone number to a memory key: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Conﬁgure Line button.
Page 120 12 Select the Special Ring option if you want to hear a special ring when this contact calls. 13 Select the Pager Notiﬁcation option if you want the Caller ID for this contact to be sent to your pager even if you have disabled the Pager Notiﬁcation option.
Page 121: Programming A Memory Key As A Featurelight On Or Off Key Using Personal Call Manager
Programming a memory key as a FeatureLight On or Off key using Personal Call Manager Some custom calling features require a unique On code and a unique Off code. Other features use the same code for On and Off. (You may have to subscribe to your telephone company for Custom Calling Features.
Page 122 6 Select FeatureLight On or FeatureLight Off from the Feature droplist. 7 Click on the Conﬁgure button. 8 Enter the Feature On or Off code. (Contact your tele- phone company for the appropriate feature codes.) 9 Click the OK button. 10 Click on the Apply button and then click on the OK button to close the dialog box.
Page 123 Setting up Personal Call Manager Before you can use Personal Call Manager, you must choose the TAPI line it will use and deﬁne the dialing properties for your location. For more information, refer to the following topics: Specifying the TAPI line used by Personal Call Manager on page 124 Specifying dialing properties for the location...
Page 124 Specifying the TAPI line used by Personal Call Manager A TAPI line is not a physical telephone line; it is a piece of software your computer uses to interface with the telephone. The TAPI line designed for Personal Call Manager is called “9617.” You must select this TAPI line if you want the telephone to work with Personal Call Manager.
Page 125 Specifying dialing properties for the location you are dialing from Microsoft® Windows® provides a Dialing Properties dialog box that Personal Call Manager uses to let you specify dialing requirements unique to your location. For example, you may specify your geographic location, area code, or the calling card you want to use.
Page 126 The Dialing Properties dialog box The Dialing Properties dialog box is a Microsoft® Windows® feature which allows you to specify dialing information for your current location. The dialing properties you can specify for a location include: the country you are in your area code dialing rules determining which telephone numbers are local and which are long distance...
Page 127 Personal Call Manager preferences The Personal Call Manager Preferences dialog box allows you to specify how the search feature works, whether the main window is open or minimized on startup, whether dialing rule settings are used and the startup synchronization setting for the telephone Directory and the Quick Dials folder.
Page 128 Search preferences The Search feature operates in one of two different modes: Slow Search and Fast Search. In Slow Search mode, you enter the characters you want to ﬁnd and then click on the Find Now button. Personal Call Manager then searches through the Address Book to ﬁnd the characters you entered.
Page 129 Changing the Search mode To change the Search mode: 1 Click on the Tools menu. Right-click on the Personal Call Manager icon in the task tray. (See The task tray icon on page 55.) 2 Click on the Preferences menu item. The Prefer- ences dialog box appears.
Page 130 The Startup Option The Startup Option determines whether the main window is open or minimized when you start Personal Call Manager. In either case, you can still manage calls using Personal Call Manager. When the main window is open, you can use all the features of Personal Call Manager.
Page 131 Changing the Startup Option To change the Startup Option: 1 Click on the Tools menu. Right-click on the Personal Call Manager icon in the task tray. (See The task tray icon on page 55.) 2 Click on the Preferences menu item. The Prefer- ences dialog box appears.
Page 132 The Dialing Rule Setting The Dialing Rule Setting determines whether Personal Call Manager uses the dialing properties entered in the Dialing Properties dialog box. This feature is enabled by default. When the Dialing Rule Setting is on, Personal Call Manager uses dialing properties, such as the local area code and the outside line access code, when making a call.
Page 133 Changing the Dialing Rule Setting To change the Dialing Rule Setting: 1 Click on the Tools menu. Right-click on the Personal Call Manager task tray icon. (See The task tray icon on page 55.) 2 Click on the Preferences menu item. The Prefer- ences dialog box appears.
Page 134 Changing the Startup synchronization setting The Startup Synchronization Setting determines how the 9617 telephone Directory and the Personal Call Manager Quick Dials folder are synchronized when the program is started. When the telephone is plugged into the computer and Personal Call Manager is running, the 9617 telephone Directory and the Quick Dials folder in Personal Call Manager synchronize.
Page 135 Startup Synchronization settings Make Quick Dials Folder the Same as Phone Directory Choose this option if you want to copy the entire list of contacts in the telephone Directory to the Quick Dials folder. All Quick Dial contacts that are not stored in the telephone Directory will be deleted.
Page 136 Show Warning Dialog on Startup If this option is selected (it is selected by default), a warning dialog box appears before the Directory and the Quick Dials are synchronized. This dialog box gives you the option of changing the synchronization setting, or not synchronizing at all.
Page 137 Storing your contacts A contact is any entry (name, number, etc.) you have stored in your 9617 telephone or Personal Call Manager. By storing contacts, you can easily access them to make calls. In your 9617 telephone, you store contacts in the Directory and/or in Memory keys.
Page 138 Storing contacts in the 9617 telephone You can store the name and one telephone number for up to 106 contacts – 100 in the Directory and one in each of the six memory keys – directly in your 9617 telephone. For more information, refer to the following topics: The telephone Directory on page 139...
Page 139 The telephone Directory The 9617 stores the names and telephone numbers of up to 100 contacts in the Directory. You can dial these numbers by simply selecting them in the Directory. Names are sorted alphabetically starting with their ﬁrst character. (If you want your Directory sorted by the last name, enter the last name ﬁrst.) If you do not enter a name, the item appears at the beginning of the Directory.
Page 140: Adding A Contact To The Telephone Directory
Adding a contact to the telephone Directory To add a new number and name: ß 1 Press ¢ 2 Press ¢ Note: When you press , the Search dialog box appears on the computer screen if Personal Call Manager is running. 3 Enter the number using the dialpad.
Page 141: Copying A Contact From The Callers List, Redial List Or A Memory Key To The Directory
Copying a contact from the Callers List, Redial List or a memory key to the Directory To save to the Directory: 1 Access a contact in the Callers List, Redial List or a memory key. ß 2 Press ¢ 3 Press .
Page 142: Adding An Active Caller To The Directory
Adding an active caller to the Directory To add an active caller: 1 Answer or make a call. ß 2 Press ¢ 3 Press . The name and/or number are saved in the Directory. You cannot save the name and number of conference callers using this method.
Page 143: Editing The Telephone Directory
Editing the telephone Directory When you make changes to the Directory, the same changes are made to the Quick Dials folder in Personal Call Manager and vice versa. To edit a number and/or name in the Directory: ¢ 1 Press ¢...
Page 144: Deleting Contacts From The Telephone Directory
Deleting contacts from the telephone Directory When you delete items from the Directory, the items are also deleted from the Quick Dials folder in Personal Call Manager (if the application is running). To delete individual contacts: ¢ 1 Press ¢ Note: When you press , the Search dialog box appears on the computer screen (if Personal Call...
Page 145: Quick Dials And The M9617 Directory
Quick Dials and the 9617 Directory When Personal Call Manager starts, it compares the contacts in the 9617 telephone Directory and in the Personal Call Manager Quick Dials folder. If there are differences (if you have added a contact to the Directory on the 9617 telephone before turning on the computer, for example), Personal Call Manager synchronizes the lists based on the Startup Synchronization Setting.
Page 146 Memory keys and the 9617 telephone You can save the name and telephone number of anyone you call frequently in any of the six memory keys on the 9617 telephone. You can store more names and numbers in the Directory. Refer to The telephone Directory page 139 for more information.
Page 147: Adding A Contact To A Memory Key Using The Telephone
Adding a contact to a memory key using the telephone To save a contact name and number: ß 1 Press 2 Press the memory key you want to save the number into. 3 Enter the number using the dialpad. You can enter a maximum of 24 digits.
Page 148: Copying A Contact From The Callers Or Redial
Copying a contact from the Callers or Redial List to a memory key To copy a contact to a memory key: 1 Access a contact in the Redial List or Callers List. ß 2 Press 3 Press the memory key you want to save the contact into.
Page 149: Adding A Current Caller To A Memory Key
Adding a current caller to a memory key To save an active caller: 1 Answer or make a call. ß 2 Press 3 Press the memory key you want to save the contact into. If the name was displayed with the number, both are now saved in the memory key.
Page 150: Labeling Memory Keys
Labeling memory keys After programming a memory key, you should label it. To label a memory key: 1 Write the name of the contact stored in the memory key on one of the supplied blank paper labels. 2 Place the paper label on top of the memory key. 3 Push one of the supplied clear plastic key caps onto the memory key as shown below to hold the paper label in place.
Page 151: Editing Memory Keys
Editing memory keys To edit the name and number stored in a memory key, the Live Dialpad option must be turned off. Refer to Selecting the dialpad option on page 239 for more information. To edit a memory key: 1 To see its contents, press the memory key. “...
Page 152: Deleting Memory Keys
Deleting memory keys The Live Dialpad option must be turned off to delete memory keys. Refer to Selecting the dialpad option page 239. To delete a memory key: 1 To see its contents, press the memory key. ∑ 2 To erase, press twice.
Page 153: Entering Names
Entering Names You can use the telephone dialpad to enter the names of contacts into the 9617 telephone. Before you can use the dialpad to enter a name, you must ﬁrst save or edit a number in the Directory or memory key. After you have entered the telephone number, the telephone display prompts you to enter a name.
Page 154 The characters each dialpad key can produce You can use the 12 dialpad keys to enter names or words that appear in the Directory or a memory key in the 9617 telephone. Dialpad Display characters it can produce ⁄ , - ’ & . ( ) 1 ¤...
Page 155: Specifying Ring Conﬁguration Properties For Contacts Stored In Memory Keys
Specifying Ring Conﬁguration properties for contacts stored in memory keys You can specify Ring Conﬁguration features for memory key contacts just as you can for the contacts stored in the Quick Dials folder. These features are described below. Always Ring – When you select this option, you are overriding the Do Not Disturb setting for the contact stored in the memory key.
Page 156 A note about Quick Dials and memory keys You can set ring conﬁguration features for contacts stored in the telephone Directory or Quick Dials folder AND for contacts stored in memory keys. For more information, refer to About Ring Conﬁguration settings for Quick Dials contacts on page 161.
Page 157 The Address Book in Personal Call Manager You store the telephone numbers and addresses of your contacts in the Address Book. A contact is normally the telephone number of a person or business, but can be any number you want to keep track of or store in Personal Call Manager.
Page 158 The Tree View section of the Address Book On the left side of the Address Book is the Tree View, which shows how your folders are organized. To open or close a folder, click on it. A sample Tree View is shown on the right.
Page 159 The My Contacts folder You can add both contacts and folders to the My Contacts folder. (You can only add contacts to the Quick Dials folder.) Folders help you organize your contacts. By grouping contacts into folders, contacts are easier to ﬁnd and view on the screen.
Page 160 The Quick Dials folder The Quick Dials folder can hold 100 contacts. Contacts you add to the Quick Dials folder appear on the Calls menu and the Personal Call Manager task tray menu. (See The task tray icon on page 55.) You can only add contacts to the Quick Dials folder;...
Page 161 About Ring Conﬁguration settings for Quick Dials contacts You can specify the following special Ring Conﬁguration features for the contacts stored in your Quick Dials folder: Always Ring – When you select this option for a Quick Dials contact, you are overriding the Do Not Disturb setting for that contact.
Page 162 A note about Quick Dials and memory keys You can set ring conﬁguration features for contacts stored in the telephone Directory or Quick Dials folder AND for contacts stored in memory keys. For more information, refer to Specifying Ring Conﬁguration properties for contacts stored in memory keys page 155.
Page 163 Setting the Ring Conﬁguration for Quick Dials contacts Using the right mouse button: 1 Right-click on a contact. 2 Point to the 9617 Options menu item. A submenu appears. 3 Click on the 9617 Properties menu item. The 9617 Property dialog box appears. 4 Select the checkboxes next to the options you want to set.
Page 164 The List View section of the Address Book The List View is on the right side of the Address Book. The List View displays the contacts and folders stored in the folder selected in the Tree View (the left side). The List View of the Address Book can be viewed in four different formats: large icons, small icons, list, and report.
Page 165 Displaying the Address Book as large icons When you choose the large icon view, each contact is shown with the name of the contact below the icon. To view large icons: Click on , or click on the Views menu then click on the Large Icon menu item.
Page 166 Displaying the Address Book as small icons When you choose the small icon view, each contact is shown with the name of the contact to the right of the icon, and the contacts are arranged horizontally. To view small icons: Click on , or click on the Views menu then click on the Small Icon menu item.
Page 167 Displaying the Address Book as a list view In list view, each contact is shown with the name of the contact to the right of the icon, and the contacts are arranged vertically. To view your contacts as a list: Click on , or click on the Views menu then click on the List menu item.
Page 168 Displaying the Address Book as a report view A report view displays detailed information, including the contact’s last name, ﬁrst name, telephone numbers and extensions, Fax number and Email Address. To view the details of your contacts: Click on , or click on the Views menu then click on the Report menu item.
Page 169 Entering contacts A contact is any entry in the Address Book. A contact can be a person, business, or any number or address you want stored in Personal Call Manager. The Address Book is divided into two main sections: My Contacts and Quick Dials.
Page 170 Adding a new contact to the Address Book Contacts are added to the Address Book using the Address Properties dialog box. You add contacts to the My Contacts folder and the Quick Dials folder the same way. Note: When you add contacts to the Quick Dials folder, they are also added to the telephone Directory.
Page 171 3 Click on the Contact menu item. The Address Prop- erties dialog box appears. 4 Enter the contact information on each tab. For more information, refer to The Address Properties dialog on page 172.
Page 172 The Address Properties dialog box The Address Properties dialog box consists of four tabs. Each tab is used to enter a different type of contact information. To use the Address Properties dialog box, select each tab and ﬁll out the information as desired. (The tabs are described in more detail below).
Page 173 Business The Business tab is used to enter the name, address, and telephone number of a contact, as well as other contact information. Note: Do not press the Enter key (to create line breaks) in the Address ﬁeld. If you enter hard returns in this ﬁeld, you may have problems importing and exporting contacts.
Page 174 The name you enter into the Last Name and First Name ﬁelds appears in the Calls box when you are on a call to this contact. The Phone number ﬁeld is a drop list that allows you to enter four different telephone numbers. You can enter the Business (with an extension number), Home, Mobile, and Fax telephone numbers for the contact.
Page 175: Telephone Numbers
Programming dialing pauses and links in telephone numbers You can program dialing pauses and links to network services in telephone numbers you store in the telephone or in Personal Call Manager. Saving dialing pauses in a telephone number You might want to enter a pause after a seven-digit telephone number so that the call is answered before Personal Call Manager dials an access code.
Page 176 When you save a telephone number in the telephone Directory or Personal Call Manager, you can program the Link key into the number so that it is automatically dialed out. If you are saving a telephone number in the telephone ˚...
Page 177: Email Address
Email Address The Email Address tab allows you to store email information for your convenience. Note that you can’t send email using Personal Call Manager. Use the Email address ﬁeld to enter the contact’s E-mail address. Use the Email type ﬁeld to enter a description of the email address.
Page 178 Settings The Settings tab allows you to specify which telephone number is dialed by default when you make a call by: double-clicking on a contact icon in the Address Book; dragging a contact icon from the Address Book to the Calls box; or using the Quick Dials menu item in the Calls and task tray menus.
Page 179 Setting the default telephone number You specify which telephone number–Business, Home, or Mobile–is the default telephone number. The default telephone number is the number that is dialed automatically unless you specify otherwise. The Default Dial setting you specify here applies to this contact only.
Page 180 Call Announcements that tell you who is calling Personal Call Manager lets you specify Call Announcements for the contacts in your Address Book so you can hear who is calling. If you subscribe to a Caller ID service, Personal Call Manager compares the number sent by the telephone company with the numbers stored in the Address Book.
Page 181 Specifying Call Announcements using the menu bar To specify a Call Announcement: 1 Find the contact in the Address Book. You can ﬁnd the contact manually or by using the Personal Call Man- ager Search feature. Refer to Finding a contact in the Address Book on page 254 for more informa- tion.
Page 182 Specifying a Call Announcement using the right mouse button To specify a Call Announcement: 1 Find the contact in the Address Book. You can ﬁnd the contact manually or by using the Personal Call Man- ager Search feature. Refer to Finding a contact in the Address Book on page 254 for more informa-...
Page 183 5 Click on the Browse button (shown on the right) to the right of the Voice Announce File Path ﬁeld. The Open dialog box appears. 6 Navigate to and select the sound ﬁle. 7 Click on the Open button 8 Click on the OK button. Note: Click on to remove a Voice Announce File Path.
Page 184 Using graphics to identify callers You can identify incoming callers that are stored in your Address Book using graphics. When you specify a graphic for a caller, the graphic appears in the You Have a New Call dialog box when that contact calls. There are two steps to using graphics.
Page 185 Specifying a graphic using the menu bar or toolbar To specify a graphic: 1 Find the contact in the Address Book. You can ﬁnd the contact manually or by using the Personal Call Man- ager Search feature. Refer to Finding a contact in the Address Book on page 254 for more informa- tion.
Page 186 Specifying a graphic using the right mouse button To specify a graphic: 1 Find the contact in the Address Book. You can ﬁnd the contact manually or by using the Personal Call Man- ager Search feature. Refer to Finding a contact in the Address Book on page 254 for more informa- tion.
Page 187 5 Click on the Browse button (shown on the right) to the right of the Image File Path ﬁeld. The Open dialog box appears. 6 Navigate to and select the image ﬁle. 7 Click on the Open button 8 Click on the OK button. Note: Click on the Delete button (shown on the right) to delete an Image File Path.
Page 188 Note You use the Note tab to record miscellaneous information about a contact. You can enter signiﬁcant dates, recent orders, meeting locations or any information you want handy when you call the contact. If you right-click on a caller in the Calls box and then click on the Properties menu item, the Address Properties dialog box appears showing the Note tab if that caller is already stored in the Address Book.
Page 189 Adding a caller to the Address Book When you receive a call, you can add that caller to your Address Book. The Personal Call Manager main window must be open before you add a caller. To add a caller: 1 Right-click on the caller’s icon in the Calls box. 2 Click on the Save menu item.
Page 190: Address Book
Copying a contact from the Calls Log to the Address Book To copy contacts: 1 Click on the View menu. 2 Click on the Show Call Log Window menu item. Either the Incoming Calls Log Window or the Out- going Calls Log Window appears. 3 Click on the View menu.
Page 191: Importing And Exporting Contacts
Importing and exporting contacts You can import and export contact information into and out of Personal Call Manager. Information is imported from and exported to comma delimited text ﬁles. The text ﬁles you import can be created in a text editor, spreadsheet or a database.
Page 192 Importing contacts from a text ﬁle The text ﬁles you import can be created in a text editor, spreadsheet or a database. Whatever the case, make sure your ﬁle only includes data that corresponds to the ﬁelds on the tabs of the Address Properties dialog box.
Page 193 The possible values for the Default Dial ﬁeld are: “B” (for business number), “H” (for home number), ”M” (for mobile number) and “E” (for extension number). The import feature ignores other letters and characters. Be sure to assign data with one of these values to this import ﬁeld.
Page 194 Exporting contacts to a text ﬁle When exporting information to a text ﬁle, you can choose how that the data is exported. To export contact information: 1 Click on the File menu. 2 Click on the Export Contact menu item. The Export contact into text ﬁle dialog box appears.
Page 195 Editing contact information The information stored with a contact can be easily updated as required. Contact information can be edited on the contact’s Address Properties dialog box. To change the properties of a contact: 1 Find the contact in the Address Book. You can ﬁnd the contact manually or by using the Personal Call Man- ager Search feature.
Page 196 The Address Properties dialog box appears. 3 Select the tab that has the information you want to change. 4 Make the required changes. For more information on the information that you can change, refer to Address Properties dialog box on page 172. Note: Do not press Return while entering information in the Address ﬁeld.
Page 197 Organizing the Address book Personal Call Manager makes it easy for you to copy, move or delete contacts. You can organize the contacts in the Address Book into folders. For example, you may want to add two folders, one named Personal and the other named Business. You could then store all of your business contacts in one folder and all of your personal contacts in the other.
Page 198: Copying A Contact
Copying a contact By copying an existing contact, you can create a new contact based on the existing one. Personal Call Manager allows you to make two kinds of copies, a linked copy and a template copy. When you make a linked copy, all of the information about the contact is copied, and the copied information remains linked to the original information.
Page 199 Deciding which copy method to use The copy method you choose depends on what you want to do. (See page 198 for a description of each.) The Linked copy method Use the linked copy method when you want to have identical copies of a single contact in several different folders so the contacts are easier to ﬁnd and organize.
Page 200 Using the linked copy method Use this method when you want to create a copy of a contact that is linked to an original contact. For information about the two different methods of copying a contact, refer to Deciding which copy method to use on page 199.
Page 201 Making a linked copy of a contact using the menu or toolbar To make a linked copy of a contact: 1 Click on the contact you want to copy. 2 Click on the Edit menu. 3 Click on the Copy menu item. Tip: Instead of doing steps 2 and 3, click on the Copy button on the toolbar (shown on the right).
Page 202 Making a linked copy of a contact using drag and drop To copy a contact using drag and drop, both the contact you are copying and the destination folder must be visible. To make a linked copy of a contact: 1 Press and hold the Ctrl key on your computer key- board.
Page 203 Making a linked copy of a contact using the right mouse button To make a linked copy of a contact: 1 Right-click on the contact you want to copy. 2 Click on the Copy menu item. 3 Open the folder you want to copy the contact into. The contents of the folder appear in the List View box.
Page 204 Using the template copy method Use this method when you want to create a new contact that is similar to an existing contact. All of the contact information except the contact name is copied to the new contact. For example, you could quickly make Directory entries for ﬁve people who work at the same company.
Page 205 Making a template copy of a contact using the menu bar To copy a contact: 1 Click on the contact you want to copy. 2 Click on the Edit menu. 3 Click on the Copy menu item. 4 Open the folder you want to copy the contact into. The contents of the folder appear in the List View box.
Page 206 Making a template copy of a contact using the right mouse button To copy a contact: 1 Right-click on the contact you want to copy. 2 Click on the Copy menu item. 3 Open the folder you want to copy the contact into. The contents of the folder should be showing in the List View box.
Page 207 Moving a contact Contacts can be moved from one folder to another to help organize the Address Book. When you move a contact, it does not remain in the original folder. For more information, refer to the following topics: Moving a contact using the menu bar page 208 Moving a contact using drag and drop page 209...
Page 208 Moving a contact using the menu bar To move a contact: 1 Click on the contact you want to move. 2 Click on the Edit menu. 3 Click on the Cut menu item. The icon for the contact dims. Tip: Instead of doing steps 2 and 3, click on the Cut button on the toolbar (shown on the right).
Page 209 Moving a contact using drag and drop To move a contact using drag and drop, both the contact and the folder you are moving it to must be visible in the address book. To move a contact: 1 Drag the contact you want to move to the folder you want the contact moved to.
Page 210 Moving a contact using the right mouse button To move a contact: 1 Right-click on the contact you want to move. 2 Click on the Cut menu item. The icon for the contact dims. 3 Open the folder you want to move the contact into. The contents of the folder appear in the List View box.
Page 211: Deleting A Contact
Deleting a contact Using the menu bar: 1 Click on the contact you want to delete. 2 Click on the Edit menu. 3 Click on the Delete menu item. Using the right mouse button: 1 Right-click on the contact you want to delete. 2 Click on the Delete menu item.
Page 212 Using folders to organize contacts Personal Call Manager allows you to easily organize your contacts using folders. For more information, refer to the following topics: Creating a new folder in the Address Book page 213 Copying and pasting a folder on page 216 Moving a folder on page 220...
Page 213: For More Information, Refer To The Following Topics
Creating a new folder in the Address Book You can create a new folder in which to store contacts. When you add a new folder, it is always placed inside the folder selected in the Tree View (on the left) of the Address Book.
Page 214 Creating a new folder using the menu bar or toolbar To create a new folder: 1 In the Tree View of the Address Book (the left side), click on the folder you want to put the new folder into. Note: You cannot add folders to the Quick Dials folder in the Address Book.
Page 215 Creating a new folder using the right mouse button To create a new folder: 1 In the Tree View of the Address Book (the left side), click on the folder you want to put the new folder into. Note: You cannot add folders to the Quick Dials folder in the Address Book.
Page 216: Copying And Pasting A Folder
Copying and pasting a folder You copy a folder so that you can paste it into another folder. When you copy a folder, you copy the folder and all of its contents, including contacts and sub-folders. When you copy and paste a folder of contacts, each new copy of a contact is linked to its original.
Page 217 Copying and pasting a folder using the menu bar To paste a copy of a folder into another folder: 1 Click on the folder you want to copy. 2 Click on the Edit menu. 3 Click on the Copy menu item. 4 Open the folder you want to copy the folder into.
Page 218 Copying and pasting a folder using the toolbar To paste a copy of a folder into another folder: 1 Click on the folder you want to copy. 2 Click on the Copy button on the toolbar (shown on the right). 3 Open the folder you want to copy the folder into.
Page 219 Copying and pasting a folder using the right mouse button To paste a copy of a folder into another folder: 1 Right-click on the folder you want to copy. The folder must be in the List View box. 2 Click on the Copy menu item. 3 Open the folder you want to copy into.
Page 220: Moving A Folder
Moving a folder Folders can be moved from one enclosing folder to another. When you move a folder, all of the contacts and folders it contains move with it. For more information, refer to the following topics: Moving a folder using the menu bar page 221 Moving a folder using the toolbar on page 222...
Page 221 Moving a folder using the menu bar To move a folder: 1 Click on the folder you want to move. 2 Click on the Edit menu. 3 Click on the Cut menu item. The folder dims. 4 Open the destination folder. The contents of the folder appear in the List View box.
Page 222 Moving a folder using the toolbar To move a folder: 1 Click on the folder you want to move. 2 Click on the Cut button on the toolbar (shown on the right). The folder dims. 3 Open the destination folder. The contents of the folder appear in the List View box.
Page 223 Moving a folder using drag and drop To move a folder using drag and drop, both the folder you are moving and the folder you are moving it to must be visible in the Address Book. To move a folder: 1 Drag the folder you want to move to the new destina- tion folder.
Page 224 Moving a folder using the right mouse button To move a folder: 1 Right-click on the folder you want to move. The folder must be in the List View box. 2 Click on the Cut menu item. The folder dims. 3 Open the destination folder.
Page 225: Renaming A Folder
Renaming a folder Using the menu bar: 1 Click on the folder you want to rename. 2 Click on the File menu. 3 Click on the Properties menu item. The Folder Prop- erty dialog box appears. 4 Type the new name of the folder. 5 Click on the OK button.
Page 226: Deleting A Folder
Deleting a folder When you delete a folder, all the contacts and folders it contains are also deleted. Note: You can restore a deleted folder if you select Undo from the Edit menu immediately after you delete the contact. Using the menu bar: 1 Click on the folder you want to delete.
Page 227 Looking up contacts It’s easy to ﬁnd your contacts whether they are saved in the telephone Directory or in the Address Book in Personal Call Manager. For more information, refer to one of the following topics. Finding a contact in the telephone Directory page 234 Finding a contact in the Address Book page 254...
Page 228 Making, answering and holding calls You can use either the 9617 telephone or Personal Call Manager to make, answer and hold calls. For more information, refer to the following topics: Making calls on page 229 Answering calls on page 263 Holding and unholding calls on page 284 Hanging up...
Page 229: Making Calls
Making calls You can make a call using the telephone or Personal Call Manager. For more information, refer to the following topics: Making a call using the telephone on page 230 Making a call using Personal Call Manager page 241 Handsfree calls on page 261...
Page 230 Making a call using the telephone There are several ways to make a telephone call using the 9617 telephone. For more information, refer to the following topics: Dialing a call on page 231 Making a second call on your other line page 232 Using the telephone Directory to make a call page 233...
Page 231: Dialing A Call
Dialing a call You can use the 9617 to simply dial a regular call, or you can predial a telephone number to ensure it is correct before it is dialed out. To dial a call: © ∂ 1 Lift the handset or press ¬...
Page 232 Making a second call on your other line You may want to make a call on your other line without hanging up your ﬁrst call. To make a call on your other line: 1 Press the other line key. The original line is put on hold.
Page 233 Using the telephone Directory to make a call To make a call from the Directory, the Directory must contain contacts. For information on storing contacts into the Directory, refer to The telephone Directory page 139. To dial a number using the Directory: ¢...
Page 234 Finding a contact in the telephone Directory To scroll through the Directory: ¢ 1 Press – 2 To move up and down the list, press ≠ . If you want to scroll steadily, press and – ≠ hold To ﬁnd contacts beginning with a particular letter: ¢...
Page 235 Using a memory key to make a call Once you store a contact in a memory key, you can use that memory key to make a call. For more information on storing contacts in memory keys, refer to Adding a contact to a memory key using the telephone page 147.
Page 236 Using the Callers List to return a call You must subscribe to Caller ID from your telephone company to make calls from the Callers List. Contact your local telephone company to subscribe to this service. For more information on the Callers List, refer to The Callers List on page 335.
Page 237 Using the Redial List to make a call The Redial List stores the last ten numbers you dialed. µ When you press , the last number you called appears on the screen. You can then scroll through the list to view the other numbers. Note: The 9617 telephone Redial List synchronizes with the Personal Call Manager Calls menu Redial List.
Page 238: Using A Headset
Using a headset To use a headset instead of the handset receiver: 1 Disconnect the handset and attach the headset cord to the jack labeled 2 Turn on the headset mode. To turn the headset mode on or off: 1 Press the Options key. 2 Enter your Options password if required.
Page 239 Selecting the dialpad option When you select the dialpad option, you are turning the Live Dialpad option on or off. When the Live Dialpad option is turned on, the telephone is in Live dial mode. When you dial, the telephone chooses the prime line and automatically dials in Handsfree mode as soon as you press a dialpad key or a memory key.
Page 240: Changing The Prime Line
Changing the prime line The prime line is the line that is automatically selected © when you lift the handset or press ∂ . The default setting for prime line is Line 1. You can select either line as your prime line. To change the prime line: 1 Press the Options key.
Page 241 Making a call using Personal Call Manager There are several ways to make a telephone call in Personal Call Manager (refer to the topics below). When you make a call, the large Active Call icon (shown on the right) appears in the Calls box, and the small Active Call icon appears in the Personal Call Manager task tray menu, and Calls menu.
Page 242 Making a call using the Address Book The Address Book provides you the most ﬂexibility for making calls. For example, it allows you to dial a contact’s non-default telephone numbers. Before you can call a contact using the Address Book, it must contain the contact’s telephone number (see Adding a new contact to the Address Book page 170).
Page 243 Right-clicking to make a call To make a call by right-clicking in the Address Book: 1 Find the icon of the person you want to call in the Address Book. You can use contacts in either the My Contacts folder or the Quick Dials folder. 2 Right-click on the icon.
Page 244 Using the drag and drop method to dial a contact’s default number You may have entered more than one telephone number for some of the contacts in the Address Book (for example, a business number and a home number). If so, you can deﬁne one of those numbers as a default number.
Page 245 Using the drag and drop method to dial a contact’s non-default number You may have entered more than one telephone number for some of the contacts in the Address Book. If so, you can deﬁne one of those numbers as a default number. A default telephone number is the number that is dialed out automatically unless you specify otherwise (i.e., speciﬁcally select a non-default number).
Page 246 Making a call using the task tray or Calls menu The task tray menu and the Calls menu are identical. You have four menu items to choose from when making a call using the task tray menu or Calls menu. You can use Quick Dials, Redial List, Callers List or Manual Dial.
Page 247 Returning a call using the Callers List in Personal Call Manager The Callers List contains a list of the last ten calls you received. Each call is identiﬁed by the name or telephone number sent by the telephone company (if you subscribe to Caller ID from your local telephone company), or by the name stored in the Address Book.
Page 248 Redialing a call using the Redial List in Personal Call Manager The Redial List contains a list of the last ten calls you made. Each call is identiﬁed by telephone number, or if the contact you called is stored in the Directory, by the name you have stored there.
Page 249 Making a call using the Quick Dials menu item There are two ways to make a call using the Quick Dials menu item – you can use the task tray menu or the Calls menu. You can choose a contact from the Quick Dials menu item.
Page 250 Dialing using the Dial dialog box To make a call using the Manual Dial menu item: 1 Click on the Personal Call Manager task tray icon or the Calls menu. (See The task tray icon on page 55.) 2 Click on the Manual Dial menu item. The Dial dialog box appears.
Page 251 Making a call by searching for a contact using the Dial dialog box You can search for a contact by name or number using the Dial dialog box. The search method differs depending on the Search Option you are using. If you have the Search Option set to Fast Search, Personal Call Manager compares the name or number you enter in the Call ﬁeld to the contacts stored in the Address Book...
Page 252 4 Click on the contact you want to call from the list of matches found. 5 If it is not grayed out, click on the Phone Number list box then click on Business, Home, Mobile or Extension to select the number you want to call. 6 Click on the Dial button.
Page 253 Making a call using the Memory Key dialog You can call contacts assigned to Memory Keys using the Memory Key dialog box. To make a call using the Memory Key dialog box: 1 Click on the 9617 Options menu. 2 Click on the Memory Key menu item. The Memory Key dialog box appears.
Page 254 Finding a contact in the Address Book The Address Book has a search feature to help you ﬁnd a contact. You can search for a contact using the contact’s name or telephone number. The Search feature operates in two different modes, Slow and Fast.
Page 255 Slow Search Personal Call Manager performs a slow search if you have chosen the Slow Search option in the Search Preferences. Refer to Search preferences on page 128 for more information. To ﬁnd a contact: 1 Click on , or click on the Tools menu and then click on the Find Person menu item.
Page 256 5 Click on the OK button. The folder containing the contact opens and the selected contact is highlighted. For more information, refer to the following topics: Fast Search on page 257 Searching based on a contact’s ﬁrst or last name on page 259 Searching using wildcard characters page 260...
Page 257 Fast Search Personal Call Manager does a fast search if you have chosen the Fast Search option in the Search Preferences. Refer to Search preferences on page 128 for more information. To ﬁnd a contact: 1 Click on , or click on the Tools menu and then click on the Find Person menu item.
Page 258 If you have several contacts starting with that character, enter the next character in the name or telephone number. Personal Call Manager then displays only the contacts that match both of those characters. 3 Continue entering characters or use the scroll bar to ﬁnd the contact in the Search dialog box.
Page 259 Searching based on a contact’s ﬁrst or last name There are times when you know only part of the name or telephone number of the contact you want to ﬁnd. When this happens, you can enter the letters or digits you know and the Search feature will ﬁnd all of the contacts that match the information you entered.
Page 260 Searching using wildcard characters If the portion you know is not at the start of the ﬁrst or last name, you can use “wild card” characters at the start of the name or number. There are two wild card characters you can use. Use the question mark to represent any single character.
Page 261: Handsfree Calls
Handsfree calls You can use the Handsfree speaker instead of the handset to make or answer a call. You can also switch to Handsfree while a call is in progress. To make a Handsfree call: © ¬ 1 Press 2 Enter the number using the dialpad. ®...
Page 262: Muting A Handsfree Call
Muting a Handsfree call You can turn off the Handsfree microphone when you are in Handsfree mode so that the caller can’t hear you but you can still hear the caller. Muting a call only works when you are in Handsfree mode. To mute a Handsfree call: ©...
Page 263: Answering Calls
Answering calls You can answer a call using either the 9617 telephone or Personal Call Manager. For more information, refer to the following topics: Answering a call using your telephone page 264 Answering a call using Personal Call Manager on page 271 Handsfree calls on page 261...
Page 264 Answering a call using your telephone Caller ID information is sent from the telephone company to your 9617 telephone between the ﬁrst and second ring (if you subscribe to the Caller ID service from your telephone company). If you want the name and number of the incoming call to appear on the display and in the Callers List, answer the telephone after the second ring.
Page 265 Answering a call on the other line If you are on one telephone line and a call comes in on the other line, the following will happen: you will hear the telephone ring the line indicator light will ﬂash beside the line that is ringing an arrow (->) will appear on the telephone display ‘...
Page 266 Answering a Call Waiting call using the telephone The 9617 telephone can display Call Waiting ID for Call Waiting calls. (You must subscribe to your telephone company for the Call Waiting ID service.) Note: The Call Waiting ID option must be turned on for Call Waiting ID information to appear on the telephone display.
Page 267 To speak to the Call Waiting caller: ˚ Press . (Your ﬁrst call will not be discon- nected.) To switch between callers: ˚ Press . (You may switch between callers as often as you want.) ˚ Note: When you press and see a caller’s Identiﬁcation information but only hear a dial tone, it means that the caller has hung up.
Page 268 Choosing the Call Waiting ID option You use the Call Waiting ID option to turn the display of Call Waiting ID on or off. You choose the Call Waiting Option for Line 1 and Line 2 independently. When Call Waiting ID is on When you receive a Call Waiting call and the Call Waiting ID option is on, you’ll see the name and number of the Call Waiting caller on the telephone display and in...
Page 269 To turn the display of Call Waiting ID on or off using the telephone: 1 Press the Options key. 2 Enter your Options password if required. Refer to Set- ting the Options password using the telephone on page 87 for more information. ª...
Page 270: Selecting The Answer Mode
Selecting the answer mode When you select the answer mode, you are choosing which line will be answered when both lines are ringing © and you lift the handset or press Select Answr prime (default setting), if you want the telephone to automatically answer the prime line ﬁrst when both lines are ringing and you lift the handset or ©...
Page 271 Answering a call using Personal Call Manager Personal Call Manager simpliﬁes multiline interactions. It treats Call Waiting callers as if they had their own line, and allows you to answer them without pressing ˙ ˚ on the telephone. Note: Calls answered using Personal Call Manager are always in Handsfree mode.
Page 272 Caller ID and Personal Call Manager When someone calls you, the You Have a New Call dialog box appears at the bottom right of your computer screen, and one of the Ringing icons (shown on the right) appears in the Calls box, the Personal Call Manager task tray menu and the Calls menu.
Page 273 Caller ID and name match If you subscribe to a Caller ID service, Personal Call Manager compares the number it receives from the telephone company with the numbers stored in the Address Book when you receive a call. What appears beside the call icon in the You Have a New Call dialog box, and on the telephone display...
Page 274 Displaying who is calling from the task tray When you click on the Personal Call Manager icon in the task tray, the current calls appear in the top half of the menu. (See The task tray icon on page 55.) If you subscribe to the Caller ID and Call Waiting ID service, the name or number of the caller appears beside the icon.
Page 275 Answering a call from the main window In Personal Call Manager, regular calls and Call Waiting calls appear the same in the Calls box. You also answer them both the same way. If you answer a call while you are on another call, the original call will be put on hold. To answer a regular or Call Waiting call: 1 Double-click on the Ringing icon (both ver- sions are shown on the right) in the Calls...
Page 276 Answering a call using the You Have a New Call dialog box Personal Call Manager displays the You Have a New Call dialog box when you receive a call. This dialog box displays the available caller information. It also displays a picture if you have speciﬁed the location of one for that caller in the Directory.
Page 277 Tip: If you right-click on a caller in the Calls box and then click on the Properties menu item, the Address Properties dialog box appears showing the Note tab if that caller is already stored in the Address Book. When the Note tab appears, you can click in the text area and begin typing notes.
Page 278 Using the You Have a New Call dialog box The toolbar on this dialog box allows you to manage your telephone calls. Each toolbar button applies to the call displayed in the dialog box. To perform an action, click on its corresponding toolbar button.
Page 279 You Have A New Call toolbar buttons (page 2 of 2) Button Feature Description Properties Displays the Address Proper- ties dialog box for the call. It allows you to add an entry for the caller to the Address Book, or modify an existing entry for the caller.
Page 280 Switching calls using Personal Call Manager Personal Call Manager can control four calls at once, two calls – one regular call and one Call Waiting call – on each line. In Personal Call Manager, there is no apparent difference between regular calls and Call Waiting calls. They are both handled the same.
Page 281 Switching between calls on the main window On the main window, the currently connected calls are shown in the Calls box. The currently active call shows the Active Call icon (shown on the right), while the rest of the calls show the Held Call icon.
Page 282 Switching between calls using the task tray and Call menus On the Personal Call Manager task tray menu and the Calls menu, the currently connected calls appear at the top of the menu. The currently active call shows the Active Call icon (shown on the right), while the rest of the calls show the Held Call icon.
Page 283 Answering a call using the task tray or Calls menu To answer a call: 1 Click on the Personal Call Manager task tray icon or the Calls menu. (See The task tray icon on page 55.) 2 Point to the call. A submenu appears. 3 Click on the Answer menu item.
Page 284 Holding and unholding calls You can hold and unhold calls using either the telephone or Personal Call Manager. For more information, refer to the following topics: Putting a call on hold using your telephone page 285 Unholding a call using your telephone page 286 Putting a call on hold using Personal Call Man- ager...
Page 285 Putting a call on hold using your telephone To put a call on hold: 1 Make or answer a call. ˙ 2 Press . The telephone display shows that the call is on hold on line x and that line indicator light ﬂashes.
Page 286 Unholding a call using your telephone To retrieve a held call: ¬ 1 Press . If you don’t retrieve the call within 15 minutes, the call is automatically dropped. Note: The 9617 automatically takes a held call off hold when a person on an extension telephone answers it.
Page 287 Putting a call on hold using Personal Call Manager When a call is put on hold, the icon for the call changes from the Active Call icon to the Held Call icon. For information about the various icons, refer to The task tray menu on page 56 and...
Page 288 Unholding a call using Personal Call Manager To retrieve a held call using the main window: 1 Right-click on the icon of the call in the Calls box. 2 Click on the UnHold menu item. To retrieve a held call using the task tray or Calls menu: 1 Click on the Personal Call Manager task tray icon or the Calls menu.
Page 289 Hanging up Using the 9617 telephone ® Press or hang up the handset. Using the main window in Personal Call Manager: 1 Right-click on the icon of the call in the Calls box. A menu appears 2 Click on the Release menu item. Using the task tray or Calls menu in Personal Call Manager: 1 Click on the Personal Call Manager task tray icon or...
Page 290 continued... When you have Call Waiting calls If you receive a Call Waiting call, you will see two calls in the Calls box, one for the original call, and one for the Call Waiting call. When you are ﬁnished talking to one caller, simply select the other caller by double-clicking on his/her icon.
Page 291 Conference calls You can create a conference call using the 9617 telephone or Personal Call Manager. When you subscribe to Three Way Calling from your telephone company, you can have conference calls with up to three other callers (refer to Telephone network services you should subscribe to on page 22).
Page 292: Making Conference Calls
Making conference calls You can make two kinds of conference calls, a three-call conference (you plus two other callers) and a four-call conference (you plus three other callers). When you make a three-call conference, you are connecting yourself with one caller on Line 1 and another caller on Line 2.
Page 293 Making a conference call using your telephone A three-call conference When you make a three-call conference, you are connecting yourself with one caller on Line 1 and another caller on Line 2. To make a three call conference: 1 Make or answer a call on one line. 2 Make or answer a call on the second line.
Page 294 ç 3 Press the key to conference the two lines together. You can now talk to all three callers at once.
Page 295 Making a conference call in Personal Call Manager A three-call conference When you make a three-call conference, you connect yourself with one caller on Line 1 and another caller on Line 2. To make a three-call conference: 1 Make or answer two calls you want to connect in a conference call.
Page 296 To make a four-call conference: 1 First, make a Three Way call on one line by following these steps: Either drag a call icon from the Calls box to the Con- ference box, or if you don’t have an active call, drag a contact from the Address Book to the Conference box.
Page 297: Conference Calls
Making a Three Way Call Three Way Calling When you subscribe to the Three Way Call service from your telephone company, you can create a telephone network conference call with two callers on one line of the 9617 telephone. When attempting to make a Three-Way call, make sure you use the line that has the Three-Way call service.
Page 298 2 Drag another con- tact from the Address Book on top of the call icon in the Con- ference box. The Add to Confer- ence dialog box appears. 3 When the contact answers, click on the OK button to complete the Three Way call. Note: If the contact does not answer, click on the Drop button to cancel the Three Way call and return to your ﬁrst call.
Page 299: Putting A Conference Call On Hold
Putting a conference call on hold You put any type or size of conference call on hold in the same way. Using the 9617 telephone: ˙ 1 Press on the 9617 telephone. The line indi- cator lights ﬂash to indicate that the calls are on hold. Using the main window in Personal Call Manager: 1 Right-click one of the calls in the Conference box.
Page 300: Taking A Conference Call Off Hold
Taking a conference call off hold Using the 9617 telephone: ç 1 Press Using the main window in Personal Call Manager: 1 Right-click one of the calls in the Conference box. A menu appears. 2 Click on the UnHoldConf menu item. All calls in the conference become active and the icons change to the Conference icons.
Page 301: Splitting A Three-Call Conference Call
Splitting a three-call conference call When you split a three-call conference, one of the callers becomes the active call and the other caller is put on hold. Using the 9617 telephone ¬ 1 Press the line key of the caller you want to speak to.
Page 302 3 Click on the Split Conf menu item. The icons for both callers are moved to the Calls box. The caller you selected becomes the active call while the other caller is put on hold.
Page 303 Splitting a four-call conference call When you are on a four-call conference, one line has two callers and the other has just one caller. When you split a conference, the caller(s) on one line remain active so you can still talk to them, and the other caller(s) is (are) put on hold.
Page 304: Hanging Up Conference Calls
Hanging up conference calls Using the 9617 telephone: ® 1 Press Using the main window in Personal Call Manager: 1 Right-click on one of the icons in the Conference box. A menu appears. 2 Click on the Release Conf menu item. The confer- ence is ended.
Page 305: Advanced Features
Advanced features Sending your calls to your pager on page 306 Screening your telephone calls on page 312 The Don’t Disturb feature on page 322 Using the Quick Dial Manager on page 331 Using Calls Logs and lists on page 333 Using feature keys for network telephone ser- vices on page 356...
Page 306 Sending your calls to your pager The Pager feature sends the Caller ID of your calls to your Pager service, if you have one. How it works once it is set up When your telephone receives a call, it sends the telephone number of that call (supplied by Caller ID) to your pager.
Page 307 Entering your Pager settings Note: Before following the steps on this page, make sure you have read Sending your calls to your pager page 306. To conﬁgure the Pager feature: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears.
Page 308 Enabling the Pager feature By enabling the pager feature, you are specifying which incoming calls you want sent to your pager. Note: Before following the steps on this page, make sure you have read Sending your calls to your pager page 306.
Page 309 Refer to Pager Notiﬁcation for Quick Dial and memory key contacts on page 310 for instructions on how to enable the Pager feature for certain contacts.
Page 310 Pager Notiﬁcation for Quick Dial and memory key contacts If you have disabled Pager notiﬁcation on both lines, you can still have calls from speciﬁed contacts stored in your Directory/Quick Dials folder or memory keys sent to your pager. To be paged by contacts in memory keys or the Quick Dials folder, you must set the Callers List in the telephone to the “All Calls”...
Page 311 Tip: You can use the Quick Dials Manager to view and/ or change the Ring Conﬁguration settings for all of your Quick Dials on one dialog box. For more information, refer to Using the Quick Dial Manager on page 331. For contacts stored in memory keys: 1 Click on the Tools menu.
Page 312 Screening your telephone calls There are several ways to screen your calls. You can prevent your telephone from ringing for certain calls, or specify a special ring for certain calls so you can more easily identify them. Regardless of the method you choose, it is highly recommended that you enable the Suppress First Ring option.
Page 313 About the Suppress First Ring option It is recommended that you enable the Suppress First Ring option if you intend to screen your calls. The call screening features of the 9617 telephone and Personal Call Manager require Caller Identiﬁcation (Caller ID) information to work.
Page 314: Using A Special Ring To Identify Callers
Using a Special Ring to identify callers You can assign a special ring tone to identify certain callers stored in the Quick Dials folder and in Memory keys. For information on how to enable this option, refer to About Ring Conﬁguration settings for Quick Dials contacts on page 161 and Specifying Ring...
Page 315: Blocking "Unknown" Callers
Blocking “Unknown” callers Enabling the Block Unknown Call option blocks all calls that have a Caller ID of “unknown.” A caller will be listed as “unknown” if the telephone company has no information for them. Blocked calls rings once, unless you have enabled the Suppress First Ring option.
Page 316: Blocking "Private" Callers
Blocking “Private” callers Callers can request that their ID be listed as “private” by the telephone company. When you enable the Block Private Call option, Personal Call Manager blocks all calls that have a Caller ID of “private.” Blocked calls ring once, unless you have enabled the Suppress First Ring option.
Page 317: Blocking Speciﬁed Quick Dial Contacts
Blocking speciﬁed Quick Dial contacts Calls may be blocked using the Personal Call Manager Quick Dial Manager window. To block speciﬁed Quick Dial contacts: 1 Click on the 9617 Options menu and click on the Quick Dial Manager... menu item. Click on the Quick Dial Manager button on the toolbar (shown on the right).
Page 318 1 Click on the Quick Dial contact you want to change. 2 Click on the 9617 Property Page button on the toolbar (shown on the right).
Page 319: Blocking Speciﬁed Memory Key Contacts
Blocking speciﬁed Memory key contacts Once you have saved a contact into a memory key, you can prevent the telephone from ringing when that contact calls. To see how to save a contact into a memory key, refer to Memory keys and the M9617 telephone on page 146.
Page 320: Accepting Calls Only From Speciﬁed Contacts
Accepting calls only from speciﬁed contacts You can have the 9617 telephone ring only when certain contacts call. This method involves the Don’t Disturb feature. When you turn on the Don’t Disturb feature, the 9617 telephone won’t ring when you receive a call. However, you can override the Don’t disturb feature for certain contacts you have stored in memory keys or in the Quick Dials folder in Personal Call Manager by using the...
Page 321: Identifying Long Distance Calls With A Special Ring
Identifying long distance calls with a special ring If you only want to accept long distance calls, you can program the 9617 telephone to sound a special ring whenever you receive a long distance call. (Long distance calls ring once normally before the special ring is activated unless the Suppress First Ring option has been enabled.) To identify long distance calls with a special ring:...
Page 322 The Don’t Disturb feature You can take advantage of the Don’t Disturb feature to stop your 9617 telephone from ringing. Although the telephone won’t ring, you can still answer the call. You can set this feature using either the 9617 telephone or Personal Call Manager.
Page 323 Don’t Disturb and the 9617 telephone You can suppress the ringing on your telephone by using the Don’t Disturb (DND) feature. When this feature is on, the telephone does not ring; however, the line indicator and set indicator lights still ﬂash when you receive a call. When this feature is on, Don’t disturb ON appears on the telephone display.
Page 324 You can also program the Don’t Disturb key into a memory key so you can quickly turn it on and off, even while your telephone is ringing. For more information, refer to the following topics: Adding and using a Don’t Disturb key page 325 Deleting the Don’t Disturb key on page 326...
Page 325 Adding and using a Don’t Disturb key You can program the Don’t Disturb key into a memory key so you can quickly turn it on and off, even while your telephone is ringing. To program a memory key as a Don’t Disturb key: 1 Press the Options key.
Page 326 Deleting the Don’t Disturb key To delete a Don’t Disturb key, you must follow two steps. First reprogram the Don’t Disturb key to be a memory key, then delete the memory key. To delete a Don’t Disturb key: First, reprogram the key to be a memory key: ß...
Page 327 Don’t Disturb and Personal Call Manager The Don’t Disturb feature works the same whether you activate it with the 9617 telephone or with Personal Call Manager. When DND is enabled, the telephone does not ring when someone calls, but the line indicator still ﬂashes. In Personal Call Manager, when you receive a call the You Have a New Call dialog box still appears and the Ringing icon appears in the Calls box.
Page 328 Turning DND on or off To turn Don’t Disturb (DND) on or off: 1 Click on the Personal Call Manager task tray icon or the Calls menu. (See The task tray icon on page 55.) 2 Click on the DND menu item. A checkmark appears next to the menu item when DND is enabled.
Page 329 Overriding DND for some contacts You can specify the contacts you want to override the Don’t Disturb (DND) feature. When one of these contacts calls, the telephone rings even if DND is turned on. Contacts stored in memory keys To specify that a contact’s call override DND: 1 Click on the Tools menu.
Page 330 4 Select the Always Ring check box. 5 Click on the OK button. Tip: You can also specify that a Quick Dial contact override DND using the Quick Dial Manager window. This window also allows you to quickly review the ring conﬁguration of all of your Quick Dials at once.
Page 331 Using the Quick Dial Manager You can use the Quick Dials Manager to view and/or change the Ring Conﬁguration settings for all of your Quick Dials on one dialog box. You can set the Always Ring, Never Ring, Special Ring or Pager Notiﬁcation options.
Page 332 4 Click on the Edit menu and click on the Prop- erties menu item. Click on the Quick Dial Manager button on the toolbar (shown on the right). The 9617 Property dialog box appears showing the Ring Conﬁguration tab. 5 Select the options you want. An option is selected when a check mark appears in the check box.
Page 333 Using Calls Logs and lists Both Personal Call Manager and the 9617 telephone have Calls Logs which store phone numbers and allow you to easily return calls and redial numbers. Personal Call Manager also contains a Calls Log Window which logs complete records of your incoming and outgoing calls.
Page 334 The Callers and Redial Lists in your 9617 telephone The 9617 telephone features two lists to keep track of your calls. The Callers List logs your incoming calls, and the Redial list logs the calls you have made. For more information, refer to the following topics: The Callers List on page 335 Setting up the Callers List...
Page 335: For More Information, Refer To The Following Topics
The Callers List The 9617 stores up to 100 calls in the Callers List. Your telephone logs the number (and name if available) of the caller and when he or she called. (You must subscribe to your telephone company for the Caller ID service.) If the telephone number of the incoming call matches a number that you have saved in a memory key or the Directory, the Callers List shows the name you have saved...
Page 336: Setting Up The Callers List
Setting up the Callers List The Callers List records up to 100 incoming calls. You can program the telephone to record unanswered calls, all incoming calls, or no calls. To change the Callers List: 1 Press the Options key. 2 Enter your Options password if required. Refer to Set- ting the Options password using the telephone on page 87 for more information.
Page 337: About The Callers List And The Pager Feature
About the Callers List and the Pager feature If you are going to use the Pager feature, you must log all calls for the telephone line you want to activate the Pager feature on. If you have enabled the Pager feature on Line 1, select the “All Calls”...
Page 338: Setting The Callers List Mode
Setting the Callers List mode You can program the Callers List to be split by line or combined. If the Callers List is combined, it contains all of the calls for both lines combined (100 item maximum). If the Callers List is split by line, there is a separate list for each line.
Page 339: Finding An Item In The Callers List
Finding an item in the Callers List To ﬁnd items in the Callers List: ≈ 1 To see the Callers List heading, press ¬ 2 Press . This step is not necessary if the Call- ers List Mode is set to the “Combined” option. For more information about the Callers List Mode, refer to Setting the Callers List mode on page 338.
Page 340: Making Calls From The Callers List
Making calls from the Callers List You must subscribe to Caller ID from your telephone company to make calls from the Callers List. Contact your local telephone company to subscribe to this service. For more information on the Callers List, refer to The Callers List on page 335.
Page 341: Editing In The Callers List
Editing in the Callers List If you call a number from the Callers List and you don’t get connected, you may have to edit the number (for example, the number may be long distance and you may have to add “1” in front of it). To edit a number in the Callers List: ≈...
Page 342 For more information, refer to the following topics: Stripping area codes from numbers in the tele- phone Callers List on page 375. Dialing back a long distance number in the Callers List using the telephone on page 343.
Page 343 Dialing back a long distance number in the Callers List using the telephone To dial back a long distance number in the Callers List: ≈ 1 Press ª 2 Use to ﬁnd the item you want to edit. ⁄ 3 Using the dialpad, press and the area code if nec- essary.
Page 344: Copying Callers List Numbers To The Directory
Copying Callers List numbers to the Directory or a Memory key To copy a number from the Callers List to the Direc- tory or to a memory key: ≈ 1 Press ¬ 2 Press . This step is not necessary if the Call- ers List Mode is set to the combined option.
Page 345: Deleting From The Callers List
Deleting from the Callers List You can delete one entry from the Callers List, or you call delete the entire list. To delete one number in the Callers List: ≈ 1 Press ¬ 2 Press Note: This step is not necessary if the Callers List Mode is set to the “Combined”...
Page 346: Making A Call From The Redial List
Making a call from the Redial List The Redial List stores the last ten numbers you dialed. µ When you press ,the last number you called appears on the screen. You can scroll through the list to view the other numbers. Note: The 9617 telephone Redial List synchronizes with the Personal Call Manager Calls menu Redial List.
Page 347: Deleting The Redial List
Deleting the Redial List There may be times when you want to delete the contents of the Redial List. For example, if you have dialed a personal number such as a password or your calling card number, you may not want it to appear in the list where anyone can see it.
Page 348 Calls Logs and lists in Personal Call Manager Personal Call Manager stores your incoming and outgoing calls so you can easily access them. Calls that you have received are stored in the Callers List and the Incoming Calls Log. Calls that you have made are stored in the Redial List and the Outgoing Calls Log.
Page 349: Viewing The Incoming And Outgoing Calls Log Window
Viewing the Incoming and Outgoing Calls Log Window To view the Calls Log Window: 1 Click on the View menu, or click on the Calls Log Window button on the toolbar (shown on the right). 2 Click on the Show Call Log Window menu item. The Incoming Calls Log Window or the Outgoing Calls Log Window appears.
Page 350: Making A Call Using The Calls Log Window
Making a call using the Calls Log Window You can return a call from the Incoming Calls Log Window by viewing the Log and choosing the call you want to return. You can redial a number form the Outgoing Calls Log Window by viewing the Log and choosing the number you want to redial.
Page 351: Deleting Entries In The Incoming And Outgoing Calls Log
Deleting entries in the Incoming and Outgoing Calls Log The Calls Logs in Personal Call Manager do not have a size limit. As a result, they can become so large that they take a minute or so to appear on your screen. It is a good idea to delete log entries occasionally.
Page 352: Using The Callers List And Redial List In Personal Call Manager
Using the Callers List and Redial List in Personal Call Manager Personal Call Manager keeps two telephone lists that you can use to make calls. The Callers List contains the telephone numbers of the last ten people who called you. The Redial List contains the last ten telephone numbers you called.
Page 353: The Callers List In Personal Call Manager
The Callers List in Personal Call Manager Personal Call Manager keeps a list of the telephone numbers of the last ten people who called you while Personal Call Manager was running. The Callers List shows both the calls you answered and the calls you were unable to answer.
Page 354: The Redial List In Personal Call Manager
The Redial List in Personal Call Manager Personal Call Manager keeps a list of the last ten telephone numbers you called while Personal Call Manager was running. This list may differ from the Redial List in the 9617 telephone if Personal Call Manager was not running when you made some calls.
Page 355: Returning A Call Or Redialing A Number
Returning a call or redialing a number You use the Callers List to return a call. You use the Redial List to redial a number. To return a call or redial a number: 1 Click on the Personal Call Manager task tray icon or the Calls menu.
Page 356 Using feature keys for network telephone services Some network features such as Call Forwarding or Call Return provided by your telephone company are turned on and off by feature codes. A feature code usually looks something like this: *76. To turn a feature on, you dial the feature code provided by the telephone company.
Page 357: Saving Features In Memory Keys
Saving features in memory keys Some custom calling features require a unique On code and a unique Off code. Other features use the same code for On and Off. (You must subscribe to your telephone company for Custom Calling Features. Contact your telephone company for the appropriate feature codes.) Features that have unique On and Off codes must be stored in two feature keys.
Page 358 Saving a Feature On or Off Code using the telephone To save a Feature On or Off code: ß 1 Press 2 Press the memory key you want to save the number into. 3 If you are saving a feature On code, enter the On code.
Page 359: Using Feature Keys
Using feature keys When a memory key is programmed with a feature code, you can use it to turn the feature on or off. To turn a feature on or off: 1 Press the memory key where you stored the desired feature On or Off code.
Page 360 Saving FeatureLight On and Off keys You can make the set indicator light come on when you turn a feature on and go off when you turn that same feature off. You can only do this with one feature. For example, you may want the light to remind you that you have turned Call Forwarding on.
Page 361 Saving a FeatureLight On key using the telephone To save a FeatureLight On key: ß 1 Press 2 Do NOT select a memory key yet. To program the light ⁄ on, press 3 Press the desired memory key. 4 Enter the telephone company feature code for turning the feature on.
Page 362 Saving a FeatureLight Off key using the telephone To save a FeatureLight Off key: ß 1 Press 2 Do NOT select a memory key yet. To program the light ‚ off, press 3 Press the desired memory key. 4 Enter the telephone company feature code for turning the feature off.
Page 363: Using Featurelight Keys
Using FeatureLight keys To turn a feature and light on or off: 1 Press the memory key where you stored the Feature- Light. The telephone display shows FeatureLight ON or FeatureLight OFF. © ∂ 2 Lift the handset or press , or ¬...
Page 364 Timing the length of your calls There are two ways to time the length of your calls. You can choose to have the Call Timer automatically displayed on the third line of the telephone display instead of the date and time when you are on a call. Or, if you don’t want the call timer to display automatically when you are on a call, you can program the call timer to appear only when you press a Call Timer...
Page 365 The automatic Call Timer feature You can choose to have the Call Timer automatically displayed on the third line of the telephone display instead of the date and time when you are on a call. To turn the automatic Call Timer on or off: 1 Press the Options key.
Page 366 The Call Timer key If you don’t want the call timer to automatically appear when you are on a call, you can program the call timer to appear only when you press a Call Timer memory key. Both lines are timed separately. For more information, refer to the following topics: Adding a Call Timer key on page 367...
Page 367 Adding a Call Timer key If you don’t want the call timer to automatically appear when you are on a call, you can program the call timer to appear only when you press a call timer memory key. Both lines are timed separately. To program a memory key as a timer key: 1 Press the Options key.
Page 368 Using the Call Timer key The timer key is used to display the length of a call when you don’t have the automatic call timer turned on. If you press the timer key when on a call, the timer for that call appears on the third line of the telephone display.
Page 369 Deleting a Call Timer key To delete a Call Timer key 1 Press the timer key. ∑ 2 Press twice.
Page 370 Redialing busy telephone numbers automatically When you make a call and get a busy signal, you can use the Busy Redial feature to continue calling that number automatically until your line gets through. To set up this feature, you have to program a Busy Redial key, enter the number of redial attempts you want your 9617 telephone to make before it stops, and enter the delay time between attempts.
Page 371 Creating an Automatic Busy Redial key To create a Busy Redial key: 1 Press the Options key. 2 Enter your Options password if required. Refer to Set- ting the Options password using the telephone on page 87 for more information. ª...
Page 372 Specifying the time delay between redial attempts To specify the time delay between redial attempts: 1 Press the Options key. 2 Enter your Options password if required. Refer to Set- ting the Options password using the telephone on page 87 for more information. ª...
Page 373 Specifying the number of redial attempts To specify the number of redial attempts: 1 Press the Options key. 2 Enter your Options password if required. Refer to Set- ting the Options password using the telephone on page 87 for more information. ª...
Page 374 Using the Automatic Busy Redial Feature There are two ways to use the Automatic Busy Redial feature. When you make a call and get a busy signal, hang up the call and press the Busy Redial key. Your telephone begins automatically redialing the last number in the Redial List using the line that you used to make the original call.
Page 375 Stripping area codes from numbers in the telephone Callers List In some areas, the telephone company sends the area code of all local calls with the Caller ID information. However, you may not be able to dial local numbers using the telephone Callers List until you remove the area code from the numbers stored there.
Page 376 Entering area codes and preﬁxes you want stripped off incoming calls To enter area codes and preﬁxes: 1 Press the Options key. 2 Enter your Options password if required. Refer to Set- ting the Options password using the telephone on page 87 for more information. ª...
Page 377 Editing or deleting area codes and preﬁxes To delete or edit an area code or preﬁx: 1 Press the Options key. 2 Enter your Options password if required. Refer to Set- ting the Options password using the telephone on page 87 for more information. ª...
Page 378 Restricting the telephone numbers that can be dialed Dialing Restrictions are used to prevent certain numbers from being dialed out. You can enter three 7-digit dialing restrictions. If you attempt to dial a number that matches the restricted digits, the message Restricted number appears on the telephone display.
Page 379: Entering Dialing Restrictions
Entering dialing restrictions To enter Dialing Restrictions: 1 Press the Options key. 2 Enter your Options password if required. Refer to Set- ting the Options password using the telephone on page 87 for more information. ª 3 Use to scroll to option number 15 or press ⁄...
Page 380 Editing or deleting dialing restrictions To delete or edit dialing restrictions: 1 Press the Options key. 2 Enter your Options password if required. Refer to Set- ting the Options password using the telephone on page 87 for more information. ª 3 Use to scroll to option number 15 or press ⁄...
Page 381: Overriding Dialing Restrictions
Overriding dialing restrictions Dialing Restrictions are used to prevent certain numbers from being dialed out. You can, however, program three numbers to override the restricted numbers feature.You can program three 7-digit overrides. For example, if you entered the 0, 1, and 411 as restricted numbers, any number beginning with 0, 1 or 411 could not be dialed from the telephone.
Page 382 Editing or deleting dialing restriction overrides To edit or delete dialing restriction overrides: 1 Press the Options key. 2 Enter your Options password if required. Refer to Set- ting the Options password using the telephone on page 87 for more information. ª...
Page 383 Preventing the telephone numbers you dial from appearing on the 9617 telephone display The 9617 is equipped with a Security Numbers feature to keep selected numbers private when you dial. When you have entered a security number using this option, your telephone does not display or store the digits that you dial after that security number.
Page 384 Entering security numbers To enter a security number: 1 Press the Options key. 2 Enter your Options password if required. Refer to Set- ting the Options password using the telephone on page 87 for more information. ª 3 Use to scroll to option number 17 or press ⁄...
Page 385 Editing and deleting security numbers To edit or delete a security number: 1 Press the Options key. 2 Enter your Options password if required. Refer to Set- ting the Options password using the telephone on page 87 for more information. ª...
Page 386 Printing your Address Book There are two main steps to print out the contacts stored in your Address Book. 1 Export your contacts to a text ﬁle. For information on how to do this, refer to Importing and exporting contacts on page 191.
Page 387 Connecting a fax machine or modem to the telephone The Fax Switch feature allows you to attach a fax machine or modem to the 9617 telephone. The illustration below is a schematic view of all phone connections, including a fax machine. To use a Fax Switch peripheral: Both Line 1 and Line 2 must be combined on one telephone cord which is plugged into jack 1 of the...
Page 388 You must subscribe to your telephone company for Distinctive Ringing on line 2. The telephone company will then provide you with an additional telephone number for line 2 which will ring with a slightly dif- ferent ring tone. (The name of the Distinctive Ringing service varies from area to area.
Page 389 Note: If the Long Distance Ringing service is available in your area, long distance calls will be sent to the Fax Switch peripheral. If this is the case, do not use the Fax Switch feature. When the Fax Switch peripheral is idle, line 2 of the 9617 terminal can be used as a normal line.
Page 390: Setting The Fax Switch
Setting the Fax Switch You can program the telephone to enable or disable the Fax Switch feature. To set the Fax Switch: 1 Press the Options key. 2 Enter your Options password if required. Refer to Set- ting the Options password using the telephone on page 87 for more information.
Page 391 Uninstalling Personal Call Manager In certain situations, you may want to remove Personal Call Manager from your computer. For example, when you get a new computer you will want to move Personal Call Manager to the new computer. The Uninstall program removes the ﬁles that comprise Personal Call Manager from the computer hard disk.
Page 392 The Voice Mail Assistant Personal Call Manager comes bundled with a Voice Mail utility call Voice Mail Assistant. This utility allows you to access your Voice Mail from your computer. To start Voice Mail Assistant: 1 If you see a desktop shortcut called “Voice Mail Assist,”...
Page 393 right-click on any ﬁeld or button and click on the What’s this? menu item; click in a ﬁeld and then press F1 on the keyboard; or click and hold the mouse button on a button and then press F1 on the keyboard.
Page 394 The Launch Pad application Personal Call Manager comes with a utility called Launch Pad. This utility allows you to assign applications to any of the 9617 telephone’s memory keys. When Launch Pad is running, pressing a memory key on the telephone starts the assigned application.
Page 395 Starting the Launch Pad application When you launch the Launch Pad application, its icon appears in the task tray but not on the task bar. (See task tray icon on page 55 for an illustration of the task tray.) To start Launch Pad application: 1 Click on the Windows®...
Page 396 Assigning an application to a memory key using Launch Pad To assign an application to a memory key: 1 Double-click the Launch Pad icon (shown on the right) in the task tray. The main window appears. 2 Click on the Conﬁgure Phone button. The 9617 Conﬁguration Properties dialog box appears.
Page 397 Starting an application using Launch Pad Launch Pad must be running in order for a memory key to launch an application. To start an application using Launch Pad: 1 On the 9617 telephone, press the memory key to which the application is assigned.
Page 398 Keyboard shortcuts The follow keyboard shortcuts are available when Personal Call Manager is the active application. Function activates Personal Call Manager help displays the Dial dialog box moves the cursor back and forth between the Tree View and the List View in the Address Book activates the menus in Personal Call Manager (use the arrow key on the...
Page 399: Using This Guide
Using this Guide This Guide is meant as a reference for using the 9617 telephone with Personal Call Manager. The instructions in this Guide assume that you have a working knowledge of Windows®. While this Guide is designed primarily for use online, it can also be printed.
Page 400 Flipping through this Guide To view this online Guide, use Adobe Acrobat® Reader software. Some basic instructions on how to use this Guide are provided below. If you need more detail, refer to the Acrobat® Reader Online Guide. To access the Acrobat® Reader Online Guide: 1 In Acrobat Reader, click on the Help menu.
Page 401 Using hotlinks If it’s green, you can click on it Hotlink text allows you to jump to different topics in this Guide by simply clicking. Hotlink text is green, like this. When you point to a hotlink, the mouse pointer arrow changes into a pointing hand (shown above, right).
Page 402 Bookmarks When you opened this Guide, bookmarks appeared to the left of the page. Each bookmark is a hotlink to its associated topic. To jump to a topic, click on it. To see subtopics, click the arrow to the left of a topic. Bookmarks are provided for your convenience only.
Page 403 Retracing your steps You can easily retrace your steps through this Guide by using the Go Back or Go Forward buttons on the A. Go Back Acrobat Reader B. Go Forward toolbar. Click on the Go Back button to see the previous page you looked at.
Page 404 Searching for topics – the Find feature Be sure to use the Find feature in Acrobat® Reader to locate topics of interest to you. The Find feature ﬁnds all instances in this manual of the word you specify. To search for a topic: 1 Click on the Tools menu in Acrobat®...
Page 405 Zooming in or out on the page You may want to magnify the document to get a better look at screens or anything else that is not clear. For example, to get a better view of the graphics in this Guide, zoom the page view to 200%.
Page 406 Printing this Guide You can print this entire Guide or just the pages with the topics that interest you. To print all or part of this guide: 1 Click on the File menu. 2 Click on the Print... menu item. 3 Enter the page number, a page range or click on All.
Page 407 Windows online help Much of the information in this Guide about Personal Call Manager can also be found in the Windows® online help ﬁles included with the Personal Call Manager application. Note: Windows online help covers topics related to Personal Call Manager only, not the 9617 telephone. The online help Contents screen You can access the main Contents help window from the Personal Call Manager menu bar and toolbar.
Page 408 The main help window also has a Find tab. The Find tab allows you to enter a word or topic for which you need help information. The Find feature searches through the help topics and displays a list of topics that contain information about the word or topic you entered.
Page 409: Troubleshooting
Troubleshooting Following are some solutions to common problems. If you see your problem listed below, click on it to jump to the page it is found on. Then determine which cause of that problem applies to you and then follow the suggested solution.
Page 410 The telephone was ringing and when I answered all I could hear was a dial tone. The Handsfree speakerphone is not working. How do I make my fax work with this tele- phone? I keep getting the message Check phone cord. The red set light is on, and the message, fea- ture on, appears on the telephone display.
Page 411 The problem I’m having isn’t listed here...
Page 412 The telephone display is not in the language I want. Cause: An alternate language has been chosen. Display prompts on the 9617 telephone can appear in English, French, or Spanish. Solution: To choose the language you want, refer to Changing the telephone display language page 20.
Page 413 I can see Caller ID information for regular calls, so why can’t I see it for Call Waiting calls? Cause: You have not subscribed to a Call Waiting ID service from your telephone company. Solution: Contact your telephone company to subscribe to this service.
Page 414 I cannot dial a number in the telephone’s Callers List. Cause: The caller may have an “Unknown” or “Private” number. Solution: None. You won’t be able to return calls unless the number is stored in the Callers List. Cause: The number as it was received from the telephone company cannot be dialed.
Page 415 I cannot program a memory key. Cause: Some of the memory keys on your telephone may be factory-programmed. Solution: None. Factory programmed keys are locked; you cannot erase or reprogram them. I cannot save a Directory number into a memory key.
Page 416 Cause: Your telephone line setup may not be connected properly. Solution: Check to ensure your setup is correct. For more information, refer to Installing the M9617 telephone on page 5. Cause: The Headset mode is enabled. When the Headset mode is enabled, you cannot use the handset. Solution: Disable the Headset mode.
Page 417 How do I make my fax work with this telephone? There are several steps to connecting your fax to the 9617 telephone. For instructions, refer to Connecting a fax machine or modem to the telephone on page 387. I keep getting the message Check phone cord. Cause: One of your telephone cord(s) is not connected properly.
Page 418 When I press numbers on the telephone dialpad, they appear on the telephone display but are not dialed out. Cause: The Live Dialpad option has been turned off. Solution: Turn on the Live Dialpad option in the Options List. For more information, refer to Selecting the dialpad option on page 239.
Page 419 Cause: A contact entry with the same telephone number is stored in the My Contacts folder with a different name. The contacts in the Quick Dials folder are always the same as those in the Directory. However, if a contact in the Quick Dials folder has the same telephone number as a contact in the My Contacts folder, the contact in the Quick Dials folder always uses the same name as that in...
Page 420 Solution: Specify the ring conﬁguration setting you want in the memory key, or else delete the memory key. For more information, refer to Specifying Ring Conﬁguration properties for contacts stored in memory keys on page 155 or Deleting memory keys on page 152.
Page 421 If you’ve read this owner’s manual and consulted the Troubleshooting section and still have problems, please call 1-800-574-1611 for technical assistance.
Page 422 Warranty and Technical Support Getting warranty or technical support If you need warranty or technical support, please have the serial number on the back of your telephone and the software version of Personal Call Manager ready before you call. (For information on how to ﬁnd the software version you have, refer to The About Personal Call Manager window...
Page 423 (1) year period from the date of original purchase. If there is a defect or malfunction, Aastra Telecom shall, at its option, and as the exclusive remedy, either repair or replace the telephone set at no charge, if returned within the warranty period.
Page 424 Aastra Telecom shall not be liable for any incidental or consequential damages, including, but not limited to, loss, damage or expense directly or indirectly arising from the customers use of or inability to use this telephone, either separately or in combination with other equipment.
Page 425 After Warranty Service Aastra Telecom offers ongoing repair and support for this product. This service provides repair or replacement of your Aastra Telecom product, at Aastra Telecom's option, for a ﬁxed charge.
Page 426 Personal Call Manager software and its associated documentation. That product and documentation is called “Software” in the Agreement. Aastra hereby grants to any user which has acquired the Software from Aastra or from a Aastra Authorized Distributor (“You”), a license to use the Software. Such license is limited to use in accordance with the terms of this Agreement.
Page 427 Software to Aastra or Your Aastra Authorized Distributor, and certify in writing to Aastra or Your Aastra Authorized Distributor that You have destroyed any archival copies of the Software You have made in any memory system or medium.
Page 428 Your employees and /or authorized agents. 4.Limited Warranty Aastra warrants that for the ﬁrst ninety days from the date the Software is delivered to You (a) the medium on which the Software is delivered to You shall be free of defects and/or faulty workmanship;...
Page 429 You should return it and all related hardware that was packaged with the Software, during the ninety day warranty period only, to Aastra or Your Aastra Authorized Distributor for replacement with another copy or for a full refund, at Your option. Such replacement or refund shall be Your sole remedy.
Page 430 Software and destroy all copies, as provided in paragraph 2, if You violate any of the terms and conditions of this Agreement. 7.Entire Agreement This Agreement constitutes the entire Agreement between You and Aastra with respect to the licensing and use of the Software.
Page 431 Glossary Address Book Tree View The Tree View portion of the Address Book appears on the left of the Personal Call Manager main window, and shows the My Contacts and Quick Dials folders: Address Book List View The List View portion of the Address Book appears on the right side of the Personal Call Manager window, and contains the contacts in the folder selected in the Tree View portion...
Page 432 Quick Dials The Quick Dials folder of the Address Book is used to store contacts that you use frequently or need to access quickly. The contacts that you add to the Quick Dials folder are automatically added to the Quick Dials menu item in the Calls menu or the Personal Call Manager task tray menu.
Page 433 Index About PCM menu item 75 About Personal Call Manager 75 Acrobat Reader (see Adobe Acrobat Reader) 402 Active Call icon 56, 69, 241, 281 Adding, contacts (see Contacts) 137 Address Book 60, 137, 157 contacts adding 169–170 an active caller 189 copying 198–206 deleting from Address Book 211 editing 195...
Page 434 Index Adobe Acrobat Reader 400–401, 403–404 Find Feature 404 Go Back button 403 Hand tool 401 online Guide 400 Page Only menu item 402 printing 406 scrolling pages 400 showing and hiding bookmarks 402 toolbar 400 zooming the page view 405 Advanced features 305 Always Ring 155, 161 Always Ring option 320...
Page 435 Index for dialing rules used by Personal Call Manager 126 stripping from Callers List 99, 375–376, 414 editing or deleting 377 Arrow keys 30–31 Auto Dial See Memory keys 119 Automatic Busy Redial 372–374 adding to a memory key using Personal Call Manager 110, 115 using the telephone 85, 371 specifying the delay between attempts 85, 103, 372 specifying the number of retry attempts 86, 373...
Page 436 Index Call Waiting 83, 267 and Personal Call Manager 267 Call Waiting ID option 266, 268 calls answering 31, 266–268, 271, 275 hanging up 290 switching between calls 280 telephone display icon for 45 disabling for a telephone call 126, 269 troubleshooting 413, 418 using a fax machine 388 Call Waiting ID 94, 266, 268, 274, 413...
Page 437 Index display messages 44–45 editing in 341 finding items 339 list mode setup 96, 338 making a call from 247, 340 setting up 336 stripping area codes from 375–376 synchronizing 78 troubleshooting 413 Callers List is empty message 44 Callers List key 30 Callers List menu item 247, 355 Calling (see Calls, making) 340 Calling card 126...
Page 438 Index Held Conference icon 69 Ringing icon 69 status icons in task tray or Calls menu 56 in the Calls box 69 in Personal Call Manager 68 logs and lists of 333 making using Personal Call Manager 241 dialing manually 250 with the Address Book 242–245 with the Callers List 247, 355 with the Manual Dial menu item 250...
Page 439 Index displaying 349 making a call from 350 toolbar 349 toolbar button 65 troubleshooting 419 Calls menu 61 answering a call from 283 Callers List 57 DND 57 making a call from 249 Manual Dial 57 Quick Dials 57 Redial List 57 Change answer option 83 Change callers option 83 Characters, entering using dialpad 154...
Page 440 Index a four-call conference 303 a three-call conference 301 three-call conference, defined 293 unholding 300 Conference held message 35 Conference key 31 Configure Telephony Device toolbar button 65 Connecting a fax or modem 387, 390 the telephone cords 7 Contacts adding 137 to Address Book 169 to Directory 141...
Page 441 Index searching by name 259 sorted in Directory 139 specifying a graphic for 185–186 storing 137 Contents tab, in Windows online help 407 Contrast 18, 30, 99 Copy menu item 190, 203, 205–206, 217, 219 Copy toolbar button 63 Copying contacts 198–206 choosing the copy method 199 folders 216–219...
Page 442 Index from Address Book 211 from memory keys 113, 152 from the Calls Log Window 351 from the Directory 144 dialing restrictions 380 overrides 382 features in memory keys 152 Redial List 347 security numbers 385 Desk mounting the telephone 13, 15 Dial dialog box 250–251 searching for contacts 251 Dial key 31...
Page 443 Index adding contacts 140–141 active callers to 142 copying numbers from Callers List 344 deleting contacts 144 editing 143 entering names 153 finding contacts in 234 key 30 making calls with 233 synchronizing with Quick Dials 77, 134 Directory empty message 34 Directory full message 34...
Page 444 Index Don’t disturb option 85 Edit menu 61 Editing Address Book 195 area codes 377 dialing restrictions 380 overrides 382 memory keys 151 security numbers 385 the Callers List 341 the Directory 143 Email address, entering 177 Enable Call Timer option 95 Enable DND option 102 Enable Headset option 95 Enable line cord check option 93...
Page 445 Index turning on or off 95, 390 Feature highlights 4 Feature keys 356 (see FeatureLight keys) 356 creating 358 saving feature codes to memory keys 357 using 359 Feature ON message 34 FeatureLight keys creating 121, 360–362 FeatureLight Off key 111 FeatureLight ON key 38, 111 using 363 File menu 61...
Page 446 Index Handset volume 52 Handsfree calls 261 dialing 239 muting 40, 262 troubleshooting 416 Handsfree speaker 40 volume of 52 Handsfree/Mute indicator light 40 key 32 Hanging up 289 Headset 95 option 84 using 238 Headset mode option 238 Held Call icon 56, 69, 287 Held Conference icon 56, 69 Help menu 61 Help messages, in the Status Bar 74...
Page 447 Index appearance in the Address Book 165–168 Conference Call icon 56, 69 Extension in Use icon 70 for calls in task tray menu 56 in the Calls box 69 Held Call icon 56, 69, 287 Held Conference icon 56, 69 Message Waiting 46 Ringing icon 57, 69 startup 54...
Page 448 Index Language choice option 82 Large Icon menu item 165 Large Icons toolbar button 64, 71 Launch Pad application 394 assigning an application 396 starting 395 using 397 Left arrow key 30 Letters, entering 153–154 Lights flashing on the telephone 46 location of 29 on the telephone 38–39 Lights, stopping from flashing 47...
Page 449 Index in the Address Book 254 in the Directory 234 9617 Options List 81 setting up 80 9617 Configuration Properties dialog box 80, 92 (see also Options List) 92 9617 Options menu 61 9617 Property Page toolbar button 66 9617 Toolbar menu item 62 Main window closing 59 components 60...
Page 450 Index deleting 113, 152 editing 151 labeling 150 launching an application with 397 making a call with 235, 253 Memory key dialog box 253 programming in Personal Call Manager 110 telephone network features 358 troubleshooting 415 Menu bar 60–61 Message Waiting 38, 46 Message Waiting message 35, 46 Messages...
Page 451 Index saving to memory keys 357 Never Ring 155 Never Ring option 161, 317, 319 New Callers message 36 New Contact toolbar button 63 New Folder toolbar button 63 New menu item 170, 214–215 No number message 44 Number card 17 Number of Tries option, for Automatic Busy Redial 103 Numbers 107 adding dialing pauses and links 175...
Page 452 Index Change callers 83 Check line cord 84 Clear message waiting 83 Don’t disturb 85 Don’t disturb key 85 Enter area codes 84 Fax switch 83 Headset 84 Language choice 82 Live dialpad 82 Overrides 84 Password 86 Prime line 82 Restrictions 84 Ring tone 82 Security numbers 84...
Page 453 Index Pager feature Caller ID 104, 306 Enable Pager Notification option 104 Pager Notification options 104 Pager Delay in Seconds option 104 Pager Number option 104 Pager Off Time option 104 Pager On Time option 104 setup enabling 104, 308 entering pager settings 307 for contacts in Quick Dials and memory keys 310 overview and how it works 306...
Page 454 Index the TAPI line used by 74 toolbar buttons 63 uninstalling 391 Phone numbers (see Numbers) 119 Pick ring tone option 82 Power adaptor 9, 425 outage 412 supply 425 Pre-dial mode 239 Preferences 127 Dialing Rule Setting 132 main window at startup 130 Personal Call Manager 127 Search 128 startup synchronization 134...
Page 455 Index toolbar button 66 Quick Dial Manager menu item 331 Quick Dials 169, 433 folder 160 menu item 57 making a call from 249 pager feature 310 synchronizing with Directory 77, 134, 145 Quick Dials menu item 169, 178, 249, 433 Recommended telephone network services 22 Redial key 31 Redial List 57, 237, 352, 354...
Page 456 Index settings for memory keys 155 settings for Quick Dials 161 troubleshooting 419 Ring tone option 82 Ringer tone 51, 94 turning off using Don’t Disturb 322 volume 50, 94, 412 Ringer is OFF message 36 Ringing icon 57, 69 Rls key (see Release key) 31 Save key 30 Screening calls 98, 312...
Page 457 Index Searching for help topics 404 Second Line 232 Security numbers 383 editing and deleting 385 entering 384 in Personal Call Manager 106 option 84 Set indicator light messages 38 Set Language 96 Set List Mode 83, 96 Set Prime Line 96 Setting date and time 21 Setup installing the 9617 telephone 5...
Page 458 Index Status Bar menu item 74 Status icons for calls in task tray or Calls menu 56 for calls in the Calls box 69 Stripping area codes 375–376 Suppress First Ring option 97, 312–313 Switching between calls, using the main window 281 Switching between lines 265 Synchronization at startup 134...
Page 459 Index getting familiar with 28 indicator light messages 37 key descriptions 30 location of keys and lights 29 numbers (see Numbers) 174 setting features for using the computer 89 setup 80 synchronizing with the computer 76 Telephone lines accessing outside 126 determining your setup 6 one line-cord setup 10 options for 93...
Page 460 Index You Have a New Call dialog box 278 Toolbar menu item 62 Tools menu 61 Tree View section, of the Address Book 67, 158 Troubleshooting 409 Turning pages 400 the Go Backward button 403 the Go Forward button 403 txt, file extension 192 Undo menu item 211, 226, 289 Unhold toolbar button 278...
Page 461 Index adjusting 49 for handset and Handsfree speaker 52 for ringer 50 key 32 muting a Handsfree call 262 ringer 94 Warranty 9, 422–426 software 429–430 WAV file 180 Wildcard characters, for searching 260 You Have a New Call dialog box answering a call using 276 graphics in 184 opening 276...