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Model 8662 Phone User Guide
Axxess IP Mode



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  • Page 1

    Axxess ® Model 8662 Phone User Guide Axxess IP Mode...

  • Page 3

    If using an IP phone, consult your system administrator and your local Inter- Tel servicing company for important information about dialing emergency services from your phone before you begin using it. Part no. 835.2616-3 © Inter-Tel, Inc. October 2003 printed in US...

  • Page 4

    NSWERING AN UTSIDE EITHER, Lift the handset. OR, Press ANSWER OR, Press the flashing button. EDIALING AN UTSIDE UMBER Select a line. Then press or dial . The number is automatically REDIAL dialed. LACING A ALL ON Press (Hold) and hang up or place another call. To return to the call, lift the handset.

  • Page 5

    RANSFERRING A ALL TO AN UTSIDE UMBER Press and select an outside line. TRANSFER Dial the desired telephone number. Wait for an answer, announce the call, and then hang up. If the number is busy, there is no answer, or the transfer is refused, press or the flashing button to return to the caller.

  • Page 6

    If your button is not lit, access your mailbox as follows: Dial the voice mail extension number. (You hear the main menu.) During or after the greeting, press to identify yourself as a subscriber. Enter your mailbox number and your personal password (if programmed). Then press ISTENING TO OICE...

  • Page 9: Table Of Contents

    Performing a “Hookflash” During a Call ........53 © Inter-Tel, Inc. November 2003 printed in US...

  • Page 10

    For sales, service, or technical support, contact your local authorized Inter-Tel dealer. If you have questions or comments about this User Guide, contact Inter-Tel Technical Publications at: All products and services mentioned in this publication are the trademarks, service marks, regis- tered marks, or registered service marks of their respective owners.

  • Page 11: Finding Your Way

    Finding Your Way SECTION CONTENTS PAGE Welcome ..........2 About This Guide .

  • Page 12: Welcome

    This guide contains instructions for using the Model 8662 Phone in Axxess IP mode ® ® on the Inter-Tel Axxess telephone and voice mail systems. To help you find infor- mation quickly, this guide is divided into four separate sections, as indicated by the tabs.

  • Page 13: About Your Phone

    BOUT HONE Your Model 8662 Phone is equipped with a six-line display, a hearing aid-compatible handset, a message indicator lamp, an internal speaker and microphone, and three types of buttons. • Dialpad buttons: Allow you to enter numbers and letters. •...

  • Page 14: Feature Button Functions

    Feature Button Functions The feature buttons are designed to automate some of the commonly used functions, such as dialing an outside number. Each of these is described in the table below. BUTTON IF YOU... YOU CAN... Press and hang up Answer a call using the speaker.

  • Page 15: Liquid Crystal Display And Menu Buttons

    Liquid Crystal Display and Menu Buttons In addition to the various feature buttons, your phone contains an LCD with six differ- ent lines. The top two lines show call information and messages; the remaining four lines display a menu, which changes according to the feature you are using. To select an option, press the menu button closest to it.

  • Page 16: Message Indicator Lamp

    Before connecting a power supply unit, make sure it is compatible with your phone. The following individual power supply units are compatible with the Model 8662 Phone: • Inter-Tel Power Supply Unit (Part Number 806.1114) ™ • Red Hawk Single Port PowerSense (Part Number 901.0407)

  • Page 17: About Voice Mail

    BOUT OICE Voice mail is an application that is part of the Inter-Tel Voice Processor. With the voice mail application, you and other callers can send and receive recorded messages from any station or touchtone telephone. To use this and other features, each user (you included) is assigned a “voice mailbox,”...

  • Page 18: What You See And Hear

    EE AND Your Model 8662 Phone and the telephone system come equipped with many fea- tures. To help you understand what everything means, it is recommended that you read the following information before you use your phone: • A red lamp indicates that a call is ringing, holding, or active on your phone. •...

  • Page 19: Getting Started

    Getting Started SECTION CONTENTS PAGE Introduction ..........10 Adjusting Your Phone’s Viewing Angle .

  • Page 20: Introduction

    NTRODUCTION Now that you know what your phone can do, it’s time to start using it. In this section, you’ll learn how to make and receive calls, transfer calls, retrieve voice mail mes- sages, and much more. ’ DJUSTING HONE IEWING NGLE Your Model 8662 Phone has an adjustable base that allows you to tilt your phone to...

  • Page 21: Setting Up Voice Mail

    ETTING OICE To begin using your voice mailbox you will need to complete a few basic set-up pro- cedures to initialize your mailbox, customize your personal greetings, and record your voice mail directory name. See page 44 for additional voice mail options. Initializing Your Mailbox The first thing you should do is initialize your mailbox.

  • Page 22: Recording Your Personal Greetings

    Recording Your Personal Greetings You can store two different personal greetings in your voice mailbox: a primary and an alternate. You can then select which greeting you want played when a caller reaches your voice mailbox. Because the purpose of this greeting is to tell callers why they have reached your voice mailbox, you should include the following information: •...

  • Page 23: Recording Your Voice Mail Directory Name

    Recording Your Voice Mail Directory Name Your recorded name is used to identify you in the voice mail directory and to verify your mailbox number when messages are addressed to you. To change your directory name: Access your mailbox as described on page Press to select the Personal Options Menu.

  • Page 24: Making And Receiving Calls

    Making and receiving calls is the basic purpose of any phone. With your phone, you can make/receive intercom and outside calls and make emergency calls. CAUTION Consult your system administrator and your local Inter-Tel servicing company for important information about dialing emergency services from your Model 8662 Phone before you begin using it.

  • Page 25

    If there is no answer or if the phone is busy when you place an intercom call, you can do any of the following: • To leave a station message: Press and then hang up. • To leave a voice mail message: Press and wait for the message center to answer.

  • Page 26: Receiving Intercom Calls

    Receiving Intercom Calls Your phone can receive both intercom and non-handsfree intercom calls. If the hands- free feature is enabled on your phone, intercom calls are automatically answered. Non-handsfree intercom calls (see page 14) override the handsfree option. If your handsfree feature is disabled, or if you receive a non-handsfree intercom call, you must pick up the handset or press a button to answer the call.

  • Page 27: Outside Calls

    Outside Calls With outside calls, you can talk to people who aren’t members of your phone system. When you make an outside call, however, you must dial any area codes or long dis- tance digits that your telephone company requires. Placing Outside Calls To place an outside call: With or without the handset lifted, press...

  • Page 28: Emergency Calls

    Dial A call is automatically placed to the preset emergency number. CAUTION Consult your system administrator and your local Inter-Tel servicing company for important information about dialing emergency services from your Model 8662 Phone before you begin using it. Call Waiting If you receive a call while you are already on another call, you will hear a “call wait-...

  • Page 29: Placing Calls On Hold

    LACING ALLS You can place calls on hold in one of two ways: individual or system. • Individual Hold places the call on hold at one phone. It can then be directly picked up at that phone or it can be picked up at another phone using the Call Pickup (Reverse Transfer) feature (see page 22).

  • Page 30: Placing Conference Calls

    LACING ONFERENCE ALLS With the Conference feature, you can establish a conference call with up to three intercom and/or outside parties (four, including you). To place a conference call: While on the first call, press or the CNF menu button to put the call on hold.

  • Page 31: Transferring Calls

    RANSFERRING ALLS Although transferring calls is considered a basic function of a phone, display phones have many advanced options for this feature. With your phone, you can transfer a call to another extension, voice mail, or even an outside line. To Another Extension EITHER, Press or the TRANSFER menu button.

  • Page 32: Using Reverse Transfer

    SING EVERSE RANSFER The Reverse Transfer (Call Pick Up) feature allows you to answer a call that is ring- ing or holding at another phone. For example, if the attendant transfers a call to you but you have stepped away from your phone, you can pick up the call using another phone.

  • Page 33: Forwarding Calls

    ORWARDING ALLS With the Forwarding feature, you can have calls follow you (e.g., forwarded to a cell phone), or you can redirect calls to a voice mail or other extension. Manual Call Forwarding Manual call forwarding allows you to send incoming calls to another extension num- ber.

  • Page 34: Automatic System Forwarding

    Automatic System Forwarding Automatic System Forwarding allows your system administrator to route calls based on the type of call and the status of your telephone. Although you cannot program the path of a system forward, you can enable or disable this feature on your phone. To enable or disable System Forwarding: Dial Redirect Calls...

  • Page 35: Redialing A Number

    EDIALING A UMBER The Redial feature allows you to quickly redial the last outside number you dialed. Although most phones redial the last number dialed, your system administrator can program your phone to redial the last number saved. To use the Last Number Dialed feature (if enabled): With or without the handset lifted, press .

  • Page 36: Using A Headset

    SING A EADSET With an electret headset, you can talk on the phone handsfree, without using your speaker and microphone. NOTE: If your headset has a power-saver mode, make sure the system administrator has the Headset Connect Tone flag enabled in the telephone system. If this flag is not enabled, you may miss the first few seconds of incoming calls.

  • Page 37: Using The Speaker And Microphone

    SING THE PEAKER AND ICROPHONE If you are not using a headset, you can talk handsfree using your speaker and micro- phone. The microphone has a mute feature, which, when enabled, allows you to hear the other party but they cannot hear you. (This does not put the party on hold.) You can also use the speakerphone for on-hook dialing, call monitoring, and background music.

  • Page 38: Using The Message Button

    SING THE ESSAGE UTTON In today’s busy world, it’s almost guaranteed that you will call someone that is on another call, does not answer, or is in DND. But, with the button, you can let the other person know you called. When you leave a message, you can: •...

  • Page 39: Accessing Your Mailbox

    CCESSING AILBOX If you have a message waiting in your mailbox, you must access your voice mailbox to retrieve it. TIP: Generally, pressing during any voice mail operation will advance you to the next step. For example, when leaving a voice mail message for another voice mail user, you can press to skip the person’s introductory message and proceed directly to the recording phase.

  • Page 40: Using Voice Mail Messages

    SING OICE ESSAGES Once you’ve accessed your mailbox, the system will tell you how many new and saved messages you have. You can then listen to messages, delete messages, save messages, etc. Listening to Messages To listen to messages: Access your mailbox as described on page EITHER, Press to listen to your new messages.

  • Page 41

    When the message has finished playing, you have the following options: • Press to replay the message from the beginning. • Press to reply to the message. You have the following options: — Press to leave a voice mail message for the caller. If the caller had a mailbox number, it will ask you to verify the destina- tion by pressing If the number was not associated with a mailbox, it will ask you to enter...

  • Page 42: Undeleting Messages

    Undeleting Messages If you accidently delete a voice mail message, you can retrieve it within a specific time frame (programmed by your system administrator). Any retrieved messages are then restored to your saved-message queue. Messages that are not undeleted within the programmed time (up to 24 hours) are automatically erased.

  • Page 43: Sending Messages

    Sending Messages To send a message: Access your mailbox as described on page Press Dial the desired mailbox number or group list number. Press to accept the subscriber’s name. Record your message after the tone. While recording, you have the following options: •...

  • Page 44: Canceling Unheard Messages

    Canceling Unheard Messages You can cancel unretrieved messages that you have sent to individuals, but not mes- sages that you sent to group lists. To cancel unheard messages: Access your mailbox as described on page While listening to the voice mail main menu, press for Message Options.

  • Page 45: Using Do-not-disturb Mode

    SING ISTURB If you are away from your desk, or if you do not want to be disturbed, you can use the DND feature. This halts all pages and calls to your phone, except queue callbacks, recalls, and direct ring-in calls. When other users call your phone, they hear a repeat- ing signal of four fast tones and, if they have a display phone, see the DND message you have selected.

  • Page 46

    To enable DND: or the DND menu button. Press EITHER, Dial the two-digit number corresponding to the message you want to use. OR, Press the SCROLL menu button (and PREVIOUS or NEXT) or press the (high) or (low) end of the Volume button to scroll through the messages. If desired, customize the second display line by dialing the desired numbers or letters as described below: •...

  • Page 47: Using Reminder Messages

    SING EMINDER ESSAGES Never be late for a meeting again! With Reminder Messages, you can program your phone, up to 24 hours in advance, to alert you at a specified time. At the programmed time, the reminder message signals you with eight short tones. If you are on a call, you still hear the tones.

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    ® Axxess Model 8662 Phone User Guide – Axxess IP Mode...

  • Page 49: Moving On

    Moving On SECTION CONTENTS PAGE Introduction ..........40 Setting Preferences .

  • Page 50: Introduction

    NTRODUCTION Now that you’ve mastered the basics, it’s time to move on to the advanced features. In this section, you’ll learn how to program your phone, use directories, access your voice mailbox remotely, and perform various other functions. ETTING REFERENCES Your phone and voice mailbox are automatically set to specific defaults.

  • Page 51: Selecting A Ring Tone

    Selecting a Ring Tone The ability to change your ring tone is helpful in close-quartered environments. If your ring tone is unique, you can quickly identify when a call is ringing on your phone. To select the type of ring tone for your phone: With the handset in the cradle, dial Do one of the following to select your ring tone: •...

  • Page 52: Changing Keymaps

    Changing Keymaps Keymaps identify where feature buttons appear on your phone. While all phones are programmed with a standard keymap, some phones have alternate keymaps (ask your system administrator). If you have an alternate keymap, you can switch between the keymaps by dialing a specific feature code.

  • Page 53: Changing The Language

    Changing the Language When your phone system is installed, the system administrator can choose two of four different languages (American English, British English, Japanese, or Spanish) as the primary and secondary languages. You can then change the display and voice mail prompts on your phone by toggling between the primary and secondary languages.

  • Page 54: Voice Mail Options

    Voice Mail Options Your voice mailbox contains personal options to allow you to customize voice mail functions. However, before you change your voice mail options, you must first initial- ize your mailbox (see page 11). Changing Your Mailbox Password Your password prevents unauthorized access to your mailbox. To change your password: Access your mailbox as described on page...

  • Page 55: Changing The Call Screening Transfer Method

    Personal Options Menu without making changes. Hang up. Programming a Fax Destination With the Inter-Tel Voice Processor, callers can use your mailbox to send you a fax. To use this feature, you must specify the destination fax number. To change your fax destination number:...

  • Page 56: Changing The Message Search Order

    Changing the Message Search Order When more than one message is left in your voice mailbox, you can change the order in which you retrieve your messages, based on the date and time they were received. To change the listening order of your messages: Access your mailbox as described on page Press...

  • Page 57

    To set up remote messaging: Access your mailbox as described on page Press to select the Personal Options Menu. Press NOTE: This option is not available if you do not have Remote Messaging enabled. Press to set up a primary cascade or press to set up an alternate cascade.

  • Page 58: Speed Dialing

    PEED IALING Speed dialing allows you (and your system administrator) to store frequently dialed numbers for easy dialing. Each number is stored on your phone (Station Speed Dial) or in the phone system (System Speed Dial) and is identified by a location number. Once programmed, you can quickly dial these numbers by entering a feature code and dialing the desired location number.

  • Page 59

    To store a number in a speed-dial location: With the handset in the cradle, dial Dial the speed-dial location (0-9) you want to program. Enter the desired name for the speed-dial number, as described below: • Alphanumeric mode (Message button and lamp lit): Press the dialpad buttons to enter the desired characters.

  • Page 60: System Speed Dial

    Creating Station Speed-Dial Buttons If your phone has programmable buttons, you can program one or more as speed-dial buttons. After the button is programmed, you must select a speed-dial location to associate with the button. NOTE: Before you program a speed-dial button, you need to store a number in a speed-dial location (see the previous instructions).

  • Page 61: Using Record-a-call

    -A-C SING ECORD NOTE: This feature is not supported on peer-to-peer (P2P) calls. Ask your system administrator if your phone is configured to use P2P audio. If your telephone system is equipped with a Voice Processor (voice mail), you may have access to the Record-A-Call feature.

  • Page 62: Paging

    AGING The Paging feature allows you to make an announcement through phone speakers or external speakers (if your system is equipped with external paging equipment). To prevent announcements from transmitting through every phone in the system, this fea- ture uses page zones. Each zone contains a different combination of extensions and external paging equipment, and is programmed by your system administrator.

  • Page 63: Performing A "hookflash" During A Call

    “H ” D ERFORMING A OOKFLASH URING A Certain telephone service companies may require a timed hookflash (a quick hang up and release). To generate a hookflash while using a line: EITHER, Press the FLASH menu button. If the FLASH menu button is not visible, press MORE until you see FLASH.

  • Page 64: Programming Direct Station Selection Buttons

    ROGRAMMING IRECT TATION ELECTION UTTONS A button programmed as a Direct Station Selection/Busy Lamp Field (DSS/BLF) but- ton provides a way to dial the associated extension with one touch. In addition, if the button is equipped with a lamp, you can visually monitor the status of the associated extension.

  • Page 65: Programming Secondary Extension Buttons

    ROGRAMMING ECONDARY XTENSION UTTONS With the Secondary Extension Appearances feature, you can program various buttons on your phone to indicate the call activity at a different extension (primary phone). In addition to being able to see when a call is ringing, answered, or on hold, you can use your secondary extension button to answer a call that is ringing at the primary phone.

  • Page 66: Using Account Codes

    SING CCOUNT ODES If your telephone system is programmed to use the Station Message Detail Recording (SMDR) feature, you might be required to enter account codes when you place a call. These codes add information to phone record reports that the system will periodically print.

  • Page 67: Screening Calls

    CREENING ALLS NOTE: This feature is available only if your telephone system is equipped with a Voice Processor (voice mail). If your voice mailbox is programmed correctly, you can screen calls that are trans- ferred from voice mail. This allows you to accept and/or refuse specific calls. Depending on the transfer method you use, calls from voice mail may be unan- nounced, announce only, or screened calls (see page 45...

  • Page 68

    To perform a directory search using your dialpad buttons: If your phone is idle, press the DIRECTORY menu button, then press the menu button for the desired directory (IC DIRECTORY, OUTSIDE DIR, or FEATURE DIR). If placing a call, choose between OUTSIDE DIR and IC DIRECTORY. Enter letters or numbers (up to 10 characters) as described below: •...

  • Page 69: Voice Mail Directory

    Voice Mail Directory Whenever voice mail asks you to enter a mailbox number, you can use the mailbox and extension number directories. You can also use these directories to leave a voice message with another user. Like the phone directories, you don’t have to enter the full name because the system finds the closest match based on your entry.

  • Page 70: Programming Remote Feature Access

    ROGRAMMING EMOTE EATURE CCESS If you are away from your desk and forgot to put your phone in DND, don’t worry. With the Remote Feature Access, you can place your phone in DND or forward calls from any other phone on the system. And, if you have a special dial-up line, you can access your phone features from an outside line.

  • Page 71: Remote Feature Access

    Remote Feature Access To access your phone from another phone: EITHER, Call your Direct Inward System Access number (provided by your sys- tem administrator). If required, enter your password. OR, Use any phone on the system. Dial Enter your extension number. Enter your password followed by .

  • Page 72: Requesting Agent Help

    EQUESTING GENT NOTE: This feature is not supported on peer-to-peer (P2P) calls. Ask your system administrator if your phone is configured to use P2P audio. Your telephone system may be programmed to support the Agent Help feature, which allows you to request help from a designated “Agent Help Extension” (usually your supervisor) during a call.

  • Page 73: Working In Hunt Groups

    ORKING IN ROUPS Your system may be programmed with “hunt groups.” Hunt groups are groups of phones that share a common extension number in addition to having individual exten- sion numbers. This allows someone to call anyone in the group (using the common extension) or a specific member (using the individual extension).

  • Page 74

    Logging In and Out of ACD Hunt Groups Agents can log in to and out of the ACD hunt group at any time. While logged in, the agent receives calls through the ACD hunt group. When the agent is logged out, calls to that ACD hunt group bypass the agent.

  • Page 75

    When you log in to a group, you may be automatically connected to a call after you hear a short ring burst. If the ACD Agent ID Automatic Connect option is enabled for your hunt group and you are using a headset, you will be automatically connected. If this option is not enabled for your hunt group, the call will ring until you answer it or until it times out to another extension.

  • Page 76

    ® Axxess Model 8662 Phone User Guide – Axxess IP Mode...

  • Page 77: Learning More

    Learning More SECTION CONTENTS PAGE Introduction ..........68 What the Administrators Can Do for You .

  • Page 78: Introduction

    NTRODUCTION If you want to know more about your phone and voice mail system, this is the section for you. With additional information and FAQs, you should be able to find answers to most of your questions. HAT THE DMINISTRATORS O FOR The administrators are the people to whom you should turn if you have any problems with your phone and/or voice mail.

  • Page 79: Frequently Asked Questions (faqs)

    This section includes some of the most frequently asked questions. If you have prob- lems with your phone or voice mailbox, refer to this section before you contact your system administrator or your local Inter-Tel dealer. How do I program System Speed-Dial numbers? Only your system administrator can program System Speed-Dial numbers.

  • Page 80

    First, contact your system administrator if you have a question that is not covered in A12. this user guide. If you need further assistance, contact your local authorized Inter-Tel dealer. All Inter-Tel sales, service, and support are handled at the local level.

  • Page 81: Default Feature Codes

    EFAULT EATURE ODES Use the blank spaces below to enter custom feature codes, if necessary. UTSIDE CCESS ODES ACCESS CODE NAME ACCESS CODE NEW CODE Select Line Group 1-208 92001-92208 Automatic Route Selection 92000 Emergency Call Outgoing Call XTENSION UMBERS EXTENSION NAME EXTENSION NUMBER NEW NUMBER...

  • Page 82

    ENERAL EATURE ODES FEATURE NAME FEATURE CODE NEW CODE Account Code – Following Calls Account Code – Optional ACD Agent Log In ACD Agent Log Out ACD Agent Log In/Out ACD Agent Wrap-Up Terminate Agent Help Request Agent Help Reject Answer (Ringing Call) Automatic Intercom Access On/Off Automatic Line Access On/Off...

  • Page 83

    ENERAL EATURE ODES ONTINUED FEATURE NAME FEATURE CODE NEW CODE Microphone Mute On/Off Page Page Receive On/Off Program Buttons Program Station Password Queue (Callback) Request Record-A-Call Redial Redirect Call Reminder Message Reminder Message Cancel Remote Programming Reverse Transfer (Call Pick-Up) Review Buttons Ring Intercom Always On/Off Ring Tone Selection...

  • Page 84

    NOTES ® Axxess Model 8662 Phone User Guide – Axxess IP Mode...

  • Page 85: Index

    Index Calls ending ACD 65 making 14, 17 making conference 20 picking up (reverse transferring) 22 placing a non-handsfree 14 Abbreviations 5 placing on hold 19 receiving 16, 18 About This Guide 2 receiving non-handsfree 16 About Voice Mail 8 returning to a held caller 19 About Your Phone 3 waiting for called phone 15...

  • Page 86

    Dialpad Buttons 3 Entering Account Codes 56 Direct Station Selection/Busy Lamp Field (DSS/BLF) 54 Erasing Station Speed-Dial Numbers 49 Directories Exiting a Conference 20 name 13 outside 17 phone 57 Fax Destination Number 45 using 57 Feature Button Functions 4 voice mail 59 Feature Buttons 3 Disabling...

  • Page 87

    Paging 52 Last Number Dialed/Saved 25 Passwords 11, 44 LCD (Liquid Crystal Display) 5 Peer-to-Peer (P2P) 70 LCD Contrast 10 Phone Configuration 40 Leaving Messages 28 Phone Directory 57 Liquid Crystal Display (LCD) Menu buttons 3 Picking Up a Call 22 Listening to Messages 30 Placing Logging In and Out of ACD Hunt Groups 64...

  • Page 88

    Retrieving Messages 28 Returning Undeleting Messages 32 feature buttons to default 53 User-Programmable Feature Buttons 53 to a held call 19 Using your phone to default 43 account codes 56 Reverse Transfer (Call Pickup) 22 defaults 37, 43 Ring Intercom Always 14 directories 57 do-not-disturb mode 35 headset 26...

  • Page 89

    OICE LOWCHART NOTE: At any menu level, you can press to cancel or return to the previous menu or press to accept. LISTENING TO MESSAGES ACCESSING YOUR MAILBOX While the message is playing: PERSONAL OPTIONS • EITHER, Press the Mes- Back Up sage button to respond to a Record Greeting...

  • Page 90

    Part No. 550.8117 Issue 8.1, November 2003 A661/9228A...

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