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User Guide
Model 8520 Display Phone

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   Summary of Contents for Inter-Tel Axxess 8520

  • Page 1: User Guide

    User Guide Model 8520 Display Phone...

  • Page 3

    OUTGOING CAUTION If using an IP Phone, consult your System Administrator and your local Inter-Tel servicing company for important information about dialing emer- gency services from your phone before you begin using it. ©Inter-Tel, Inc. January 2003, Printed in US...

  • Page 4

    NSWERING AN UTSIDE EITHER, Lift the handset. OR, Press ANSWER OR, Press the flashing key. EDIALING AN UTSIDE UMBER While on a call or after selecting a line, press . A line is selected auto- REDIAL matically, and the number is dialed. LACING A ALL ON Press...

  • 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 the flashing key to return to the caller.

  • Page 6

    If your MSG key is not lit, access your mailbox by following these steps: 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 7

    OICE PTIONS HONE YSTEM AND EATURE ODES OICE EATURE UIDE Below is a summary of the options you can CODE FEATURE NAME CODE FEATURE NAME use when listening to messages, after the Account Code – All Calls Hunt Group Remove/Replace Account Code –...

  • Page 8

    To turn on Do-Not-Disturb: EMOTE EATURE CCESS Keypad Key Characters Remote Feature Access allows you to place 1. Enter NUMBER OF TIMES KEY IS PRESSED your phone in Do-Not-Disturb mode or forward 2. Enter message number 01-20 (see default & calls, either from another phone or through a message list below).

  • Page 9: Table Of Contents

    Performing a “Hookflash” During a Call ........56 Model 8520 Display Phone User Guide...

  • Page 10

    INDEX ............. . 77 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: Tech_Pubs@inter-tel.com Model 8520 Display Phone User Guide...

  • Page 11: Finding Your Way

    Software Compatibility ........9 Model 8520 Display Phone User Guide...

  • Page 12: Welcome

    ELCOME It’s time to get connected with the future using your new Model 8520 Display Phone. The About This Guide section lists the different sections of this user guide, along with a brief explanation of the information covered in each section.

  • Page 13: About Your Phone

    Handsfree Microphone Underneath Edge) Hearing Aid Compatible (HAC) Handset NOTE: This is the default configuration. Your keys may have been programmed differ- ently. If you are uncertain about the configuration, ask your System Administrator. Model 8520 Display Phone User Guide...

  • Page 14: Feature Key Functions

    NOTE: Because the Axxess telephone system allows customized feature keys, your phone may have been reprogrammed so that the feature keys do not match those described in this guide. Model 8520 Display Phone User Guide...

  • Page 15: Display

    Display Your Model 8520 Display Phone has two lines of display with 16 characters per line. When your phone is idle, this display shows your extension number, your username, the time of day, and the date. At other times, it may display reminder messages, Do- Not-Disturb (DND) messages, numbers dialed, call sources, elapsed time of calls, cur- rent call costs, error messages, etc.

  • Page 16: Message Indicator Lamp

    The associated extension is busy, or the associated feature is on. Flashing slowly The extension is in Do-Not-Disturb. Flashing rapidly The extension has a call ringing in. Fluttering continuously The extension is causing a STATION OFF-HOOK system alarm. Model 8520 Display Phone User Guide...

  • 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 As you can see, your Model 8520 Display Phone and Axxess system come equipped with a lot of “bells and whistles.” To help you understand what everything means, it is recommended that you read the following information before you use your phone: •...

  • Page 19: Software Compatibility

    • The Transfer, Answer, Outgoing, System Speed-Dial and Redial lamps will not light. The Model 8520 Display Phone does not support software versions 3.0 and earlier. NOTE: This information about compatibility applies to phones programmed to use the default key locations. Your keys may have been programmed differently. If you are uncertain about the configuration, ask your System Administrator.

  • Page 20

    Model 8520 Display Phone User Guide...

  • Page 21: Getting Started

    Using Reminder Messages ........40 Model 8520 Display Phone User Guide...

  • Page 22: Introduction

    HONE IEWING NGLE Your Model 8520 Display Phone has an adjustable base that allows you to tilt your phone to enhance the viewing angle. To adjust your phone’s viewing angle: Place the phone (with the keys facing up) on a flat surface.

  • Page 23: Setting Up Voice Mail

    • Press to erase and re-record your name. The system then plays a prompt that introduces you to the basic voice mail features. You can skip this introduction by pressing , if desired. Model 8520 Display Phone User Guide...

  • Page 24: Recording Your Personal Greetings

    • Press to replay the greeting. • Press to add to the greeting. • Press to erase and re-record the greeting. • Press to exit without changing your greeting. Hang up. Model 8520 Display Phone User Guide...

  • Page 25: Recording Your Voice Mail Directory Name

    Do one of the following: • Press again to accept your recorded name. • Press to replay your recorded name. • Press to add to your name. • Press to erase and re-record your name. Hang up. Model 8520 Display Phone User Guide...

  • Page 26: Making And Receiving Calls

    AKING AND ECEIVING ALLS Making and receiving calls is the basic purpose of any phone. With your Model 8520 Display Phone, you can make/receive intercom and outside calls and make emergency calls. Intercom Calls Your extension number allows other people to place intercom calls to you, without dialing any extra codes.

  • Page 27

    This feature is not available if your phone has the Ring Intercom Always feature enabled. Model 8520 Display Phone User Guide...

  • Page 28: Receiving Intercom Calls

    DND mode, if desired. (See page 38 more information about DND mode.) NOTE: To use this feature, the installer or System Administrator must program your phone to receive Off-Hook Voice Announce calls. Model 8520 Display Phone User Guide...

  • Page 29: Outside Calls

    When dialing the number, you can do one of the following: • Use the speed-dial directory. See page • Use the Station Speed-Dial feature. See page • Use the System Speed-Dial feature. See page • Redial the last number you dialed. See page Model 8520 Display Phone User Guide...

  • Page 30: Receiving Outside Calls

    To place the current call on hold: Press . Then press the flashing key to answer the waiting call. • To have the caller hear DND signals: Press . (See page 38 for more infor- mation about DND mode.) Model 8520 Display Phone User Guide...

  • Page 31: Placing Calls On Hold

    To place an outside call on System Hold: Press and dial Hang up or place another call. To return to a call that is on hold: Lift the handset and press the flashing key. Model 8520 Display Phone User Guide...

  • Page 32: Placing Conference Calls

    • To transfer the conference to another extension or to voice mail: Press TRANSFER and dial the desired extension number. Then hang up when you are ready to com- plete the transfer. Model 8520 Display Phone User Guide...

  • Page 33: Transferring Calls

    ALLS Although transferring calls is considered a basic function of a phone, your Model 8520 Display Phone has many advanced options for this feature. With your phone, you can transfer to another extension, voice mail, or even an outside line.

  • Page 34: Forwarding Calls

    To forward to an outside telephone number: Select an outgoing line and dial a telephone number. • To forward to an extension number: Dial the extension number. • To forward to your message center: Press To cancel any call forward request: Press and then press Model 8520 Display Phone User Guide...

  • Page 35: Redirect Call

    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 Model 8520 Display Phone User Guide...

  • Page 36: Redialing A Number

    ISPLAYING NFORMATION ON HONE Your Model 8520 Display Phone has two lines of display where you can view infor- mation, such as the date and time or the outside party’s name/number. Date, Time, Name, and Extension Number You can temporarily display the system date and time, your username, and your extension number at any time.

  • Page 37: Using A Headset

    Press to transfer the call back to the headset before replacing the handset in the cradle. Model 8520 Display Phone User Guide...

  • Page 38: Using The Speaker And Microphone

    This allows you to place the call into handsfree mode at any time during the call by pressing and hanging up. If you are using a headset, however, the lamp is lit. Pressing will disconnect the call. Model 8520 Display Phone User Guide...

  • Page 39: Enhanced Speakerphone Mode

    Also, on some long-distance calls, the outside party may hear his or her own echo when speaking. If the amount of echo is objectionable, do not use the Enhanced Speakerphone Mode. Model 8520 Display Phone User Guide...

  • Page 40: Using The Message Key

    To leave a message without placing an intercom call: Press Dial the desired extension number. To cancel a message that you left at another phone: Press Dial the extension number of the phone where you left the message. Model 8520 Display Phone User Guide...

  • Page 41: Retrieving Messages

    To cancel a waiting message with a display phone: Press repeatedly to view your waiting messages. Press to cancel the desired message when it is displayed. To cancel a waiting message with a non-display phone: While on-hook, press Model 8520 Display Phone User Guide...

  • Page 42: Accessing Your Mailbox

    Enter your mailbox number and your personal password (if programmed). Then press NOTE: If you do not have a password, just press . See page 47 for information on programming passwords. Model 8520 Display Phone User Guide...

  • Page 43: Using Voice Mail Messages

    • Press to play the message envelope. • Press to raise the volume. • Press to save the new message in your mailbox. • Press to delete the message from your mailbox. Model 8520 Display Phone User Guide...

  • Page 44

    • Press to listen to the next message. • Press to save the new message in your mailbox. • Press to delete the message from your mailbox. Hang up. Model 8520 Display Phone User Guide...

  • Page 45: Undeleting Messages

    — Press to purge the message from your mailbox. • Press to recover all of your deleted messages and store them as saved messages. • Press to erase all of your deleted messages. Hang up. Model 8520 Display Phone User Guide...

  • Page 46: Sending Messages

    You may choose either of the following options: • Press and enter another mailbox number to send the message to another destination. • Press to exit and return to voice mail options. Hang up. Model 8520 Display Phone User Guide...

  • Page 47: Canceling Unheard Messages

    • Press to play the message envelope. • Press to listen to the next message. • Press to save the message in your mailbox. • Press to delete the message. Hang up. Model 8520 Display Phone User Guide...

  • Page 48: Using Do-not-disturb Mode

    16 characters. For example, if you select 03 (IN MEETING UNTIL) as your first line of text, you can enter “3:30” as your second line. Callers with a display phone will then see, “IN MEETING UNTIL 3:30.” Model 8520 Display Phone User Guide...

  • Page 49

    NUMBER OF TIMES KEY IS PRESSED ENGLISH CHARACTERS JAPANESE CHARACTERS & # or / Ñ or # long *The character available depends on the software version. **The Japanese characters are only available if the Multilingual feature is enabled. Model 8520 Display Phone User Guide...

  • Page 50: Using Reminder Messages

    05 APPOINTMENT 15 CANCEL CALL FWD 06 PLACE CALL 16 TAKE MEDICATION 07 CALL CLIENT 17 MAKE RESERVATION 08 CALL CUSTOMER 18 REVIEW SCHEDULE 09 CALL HOME 19 LUNCH 10 CALL CORPORATE 20 REMINDER Model 8520 Display Phone User Guide...

  • Page 51

    To cancel all reminder message requests before they signal you: With the handset in the cradle, dial To clear a received reminder message (you hear eight short tones and see a reminder message display): With the handset in the cradle, press Model 8520 Display Phone User Guide...

  • Page 52

    Model 8520 Display Phone User Guide...

  • Page 53: Moving On

    ACD Hunt Groups ........66 Model 8520 Display Phone User Guide...

  • Page 54: Introduction

    (low) end of the Volume key to scroll to the desired tone. OR, Dial 1-9 to select a specific tone. When you hear the tone you want, press or lift and replace the handset. Model 8520 Display Phone User Guide...

  • Page 55: Enabling Background Music

    ) and then press the flashing key. To enable/disable this feature for ringing outside calls: With the handset in the cradle, dial To enable/disable this feature for ringing (non-handsfree) intercom calls: With the handset in the cradle, dial Model 8520 Display Phone User Guide...

  • Page 56: Changing The Language

    DND, manual call forwarding, background music, and queue requests; and restores handsfree mode, pages, hunt group calls, and system forward- ing all at once. To return your phone to default: Dial Model 8520 Display Phone User Guide...

  • Page 57: Voice Mail Options

    Personal Options Menu. • Press to disable the entire envelope and return to the Personal Options Menu. • Press to return to the Personal Options Menu. Hang up. Model 8520 Display Phone User Guide...

  • Page 58: Changing The Call Screening Transfer Method

    • Press to select unannounced transfers. • Press to select screened transfers. • Press to select announce only transfers. • Press to return to the Personal Options Menu without making changes. Hang up. Model 8520 Display Phone User Guide...

  • Page 59: Programming A Fax Destination

    NOTE: This feature is available only in versions 5.1 and later Axxess software. 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 60: Programming Remote Messaging

    Saturdays and Sundays. NOTE: If for some reason voice mail is not able to use your remote notification, your mailbox will receive a message stating that notification could not be completed. Model 8520 Display Phone User Guide...

  • Page 61

    To select all or priority-only message notification: Press . Then press for all messages or for priority messages only. Either select another option, as described above, or press to save the settings and exit. Model 8520 Display Phone User Guide...

  • Page 62: Speed Dialing

    (System Speed Dial) and is identified by a location number. Once programmed, you can then quickly dial these numbers by entering a feature code and dialing the desired location number. Because the Inter-Tel Axxess system supports both Station and System Speed-Dial numbers, you can have access to over 1000 stored numbers.

  • Page 63: System Speed Dial

    Your System Administrator can store up to 1000 speed-dial numbers in System Speed-Dial locations 000-999. To view and/or dial System Speed-Dial numbers: Press or dial SYS SPDL Dial the location code (000-999) for the desired number. Press to dial the number. Model 8520 Display Phone User Guide...

  • Page 64: Using Record-a-call

    If required, dial the desired mailbox number. (Your phone may be programmed to select the mailbox, or you may be required to dial it.) You hear a confirmation tone when the Record-A-Call feature is activated. To turn off Record-A-Call: EITHER, Press and dial OR, Hang up. Model 8520 Display Phone User Guide...

  • Page 65: Paging

    8 _______________________ 4 _______________________ 9 _______________________ NOTE: The Model 8520 Display Phone has a key, which is programmed to a PAGE specific page zone. If you do not know which page zone is programmed for this key, ask your System Administrator.

  • Page 66: Performing A "hookflash" During A Call

    To return all feature keys to their original default values: With the handset in the cradle, dial To display the current feature key values: With the handset in the cradle, dial Press the feature key(s) you want displayed. Press to hang up. Model 8520 Display Phone User Guide...

  • Page 67: Programming Direct Station Selection Keys

    If the DSS key has a lamp, you can visually monitor the status of the extension. NOTE: For the DSS keys to work as described above, your System Administrator must define them as user-programmable in Database Programming. Model 8520 Display Phone User Guide...

  • Page 68: Programming Secondary Extension Keys

    • To transfer to hold: Press the secondary extension key, announce the call (if desired), and then hang up. • To transfer to ring: Press and then the secondary extension key. You TRANSFER can announce the call, if desired, before hanging up to complete the transfer. Model 8520 Display Phone User Guide...

  • Page 69: Using Account Codes

    If the account code is not immediately accepted, press . This code will be used for all calls made from your phone until it is disabled. To disable the code: Dial and press Model 8520 Display Phone User Guide...

  • Page 70: Screening Calls

    The system will then find the closest match. Once the correct match is displayed on your phone, you can dial the number or press a key to access that extension or feature. Model 8520 Display Phone User Guide...

  • Page 71

    NUMBER OF TIMES KEY IS PRESSED ENGLISH CHARACTERS JAPANESE CHARACTERS & #or / N or # long *The character available depends on the software version. **The Japanese characters are only available if the Multilingual feature is enabled. Model 8520 Display Phone User Guide...

  • Page 72: Voice Mail Directory

    (if allowed). • Press to hear the next name in the directory. • Press and spell a new name to search for a different name. • Press to switch the first/last name sort order. Model 8520 Display Phone User Guide...

  • Page 73: Programming Remote Feature Access

    . You hear a confirmation tone. Enter the new password again for verification followed by . You hear a confir- mation tone. To change the station password using remote programming, see the next page. Model 8520 Display Phone User Guide...

  • Page 74: Remote Feature Access

    ......If Busy ..If No Answer or Busy b. Enter an extension number or enter an outside line access code followed by a telephone number. To turn off Call Forward: Enter Hang up. Model 8520 Display Phone User Guide...

  • Page 75: Requesting Agent Help

    HELP. You can do one of the following: • To accept the call: Answer as usual. Your microphone is muted and you cannot be heard by either party unless you press MUTE • To reject the call: Dial Model 8520 Display Phone User Guide...

  • Page 76: Working In Hunt Groups

    • Members: If the hunt group is not programmed to use Agent IDs, it will have a pre-programmed list of phones and will send calls to the phones where agents are logged in. Model 8520 Display Phone User Guide...

  • Page 77

    If you are not a member of the entered hunt group, the display shows NOT AN AGENT IN THIS HUNT GROUP, and you hear repeating tones. Start over. Hang up if off-hook. Repeat this procedure to log into additional ACD groups, if necessary. Model 8520 Display Phone User Guide...

  • Page 78: Ending An Acd Hunt Group Call

    To terminate the ACD Agent wrap-up period before the timer expires: With the handset in the cradle, dial NOTE: If you were not logged in to an ACD hunt group, the display shows CANNOT ACCESS RESERVED FEATURE. Model 8520 Display Phone User Guide...

  • Page 79: Learning More

    Default Feature Codes ........73 Model 8520 Display Phone User Guide...

  • Page 80: Introduction

    If so, your trainer or System Administrator can tell you how your system differs and how to use the features. If you are a System Administrator or if you need additional information not available in this guide, refer to the Inter-Tel Axxess Administrator’s Guide (part number 550.8001). Model 8520 Display Phone User Guide...

  • Page 81: Frequently Asked Questions (faqs)

    How can I set the number of rings that are allowed before the call is sent to voice mail? Only your System Administrator can change the number of rings. How can I change the name displayed on my phone? Only your System Administrator can change the usernames assigned to extensions. Model 8520 Display Phone User Guide...

  • Page 82

    First, contact your System Administrator if you have a question that is not covered in A10. 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 83: Default Feature Codes

    Select Line Group 1-208 92001-92208* Automatic Route Selection 92000* Emergency Call Outgoing Call *These defaults may differ depending on the software version. XTENSION UMBERS EXTENSION NAME EXTENSION NUMBER NEW NUMBER Phone Extensions 1000-1999 Hunt Groups 2000-2299 Attendant Model 8520 Display Phone User Guide...

  • Page 84

    Headset On/Off Hold – Individual Hold – System Hookflash Hunt Group Remove Hunt Group Replace Hunt Group Remove/Replace Message Message – Cancel Message Left Message – Cancel Message On Phone Message – Silent Message Model 8520 Display Phone User Guide...

  • Page 85

    Ring Intercom Always On/Off Ring Tone Selection Routing Off Station Speed Dial Station Speed-Dial Programming System Forward Enable System Forward Disable System Forward On/Off System Speed Dial Switch Keymap Transfer To Hold Transfer To Ring Model 8520 Display Phone User Guide...

  • Page 86

    NOTES Model 8520 Display Phone User Guide...

  • Page 87: Index

    45 do-not-disturb 39 background music 45 messages 30 cascade levels 51 queue requests 19 group listen feature 28 reminder messages 41 handsfree answering feature 18 unheard messages 37 hunt group calls 66 Model 8520 Display Phone User Guide...

  • Page 88

    Feature Keys 3 Features agent help 65 group listen 28 Lamps 6, 8 handsfree 16 Language 46 hold 21 Last Number Dialed/Saved 26 last number dialed/saved 26 LCD 5 off-hook voice announce 17 LCD Contrast 12 Model 8520 Display Phone User Guide...

  • Page 89

    Redial 26 receiving calls 20 Redialing a Number 26 Redirect Call 25 Redirect Calls 18 Reminder Messages 40 Paging 55 Remote Access Password 63 Passwords Remote Feature Access 64 changing default 13 Remote Messaging 50 Model 8520 Display Phone User Guide...

  • Page 90: Model 8520 Display Phone User Guide

    What You See and Hear 8 Working in Hunt Groups 66 Wrap-Up Timer 68 Timers 8, 68 To Pick Up (Reverse Transfer) a Call 23 Tones, Dial 8 Transferring Calls 23 Zones, Page 55 Model 8520 Display Phone User Guide...

  • Page 91

    OICE HART 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 MSG Back Up key to respond to a mes- Record Greeting...

  • Page 92

    Part No. 550.8112 Issue 7.0, January 2003 A661/9223A...

This manual also for:

Axxess 8560, Axxess 8660

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