Inter-Tel Associate Display Phone User Manual

Inter-Tel Associate Display Phone User Manual

Associate display phone and basic digital phone
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User Guide

Associate Display Phone
and Basic Digital Phone

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Summary of Contents for Inter-Tel Associate Display Phone

  • Page 1: User Guide

    User Guide Associate Display Phone and Basic Digital Phone...
  • Page 3 (usually 911). You do not have to press first. OUTGOING NSWERING AN UTSIDE EITHER, Lift the handset. OR, Press ANSWER OR, Press the flashing key. ©Inter-Tel, Inc. October 2002, Printed in US Part no. 835.2449-2...
  • Page 4 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 and hang up or place another call. HOLD To return to the call, lift the handset and press the flashing key.
  • Page 5 ICKING ALL FROM NOTHER XTENSION Lift the handset and dial Dial the extension number where the call is ringing or holding. ORWARDING ALLS Press . (Executive, Professional, and Model 8560 Display Phone users must then select a menu key.) Do one of the following: •...
  • 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 9: Table Of Contents

    Table of Contents CONTENTS PAGE FINDING YOUR WAY ........... 1 Welcome .
  • Page 10 INDEX ............. . 75 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 Eclipse Associate Display and Basic Digital Phone User Guide...
  • Page 11: Finding Your Way

    About Your Phone ......... . . 3 Associate Display Phone ........3 Basic Digital Phone .
  • Page 12: Welcome

    This guide contains instructions for using the Associate Display and Basic Digital Phones on the Inter-Tel Eclipse and voice mail systems. To help you find information more quickly, this guide is divided into four separate sections, as indicated by the tabs.
  • Page 13: About Your Phone

    “Keyset.” Your phone has two basic types of keys: • Keypad Keys: Allow you to enter numbers and letters. • Feature Keys: Provide quick access to various phone and voice mail features. Associate Display Phone HEARING AID-COMPATIBLE (HAC) HANDSET LCD WITH TWO 16-CHARACTER LINES...
  • Page 14: Basic Digital Phone

    Basic Digital Phone HEARING AID-COMPATIBLE (HAC) HANDSET MESSAGE INDICATOR INTERNAL SPEAKER FEATURE KEYS HANDSFREE MICROPHONE 12-KEY (underneath edge) PUSHBUTTON RING AND VOICE KEYPAD VOLUME CONTROL NOTE: The keys are shown as they appear in the default configuration, yours may have been programmed differently. Eclipse Associate Display and Basic Digital Phone User Guide...
  • Page 15: Feature Key Functions

    Feature Key Functions The feature keys 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. IF YOU... YOU CAN... IC or CALL Press Answer a call. IC or CALL OUTGOING Press...
  • Page 16: Display

    Display Your Associate Display phone may have two lines of display with 16 characters per line. When your phone is idle, this display shows your extension number, your user name, 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, current call costs, error messages, etc.
  • 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 Associate Display or Basic Digital Phone and Eclipse system come equipped with a lot of “bells and whistles.” To help you understand what every- thing means, it is recommended that you read the following information before you use your phone: •...
  • Page 19: Getting Started

    Getting Started SECTION CONTENTS PAGE Introduction ..........10 Initializing Your Mailbox .
  • Page 20: Introduction

    NTRODUCTION Now that you know what your Associate Display or Basic Digital Phone can do, it’s time to start using it. In this section, you’ll learn how to make and receive calls, trans- fer calls, retrieve voice mail messages, and much more. NITIALIZING AILBOX The first thing you should do is initialize your mailbox.
  • Page 21: Making And Receiving Calls

    AKING AND ECEIVING ALLS Making and receiving calls is the basic purpose of any phone. With your Associate Display or Basic Digital 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 22: Receiving Intercom Calls

    If the phone is busy when you place an intercom call, you can do any of the fol- lowing: • To stay on the line and wait for the phone to become available: Do not hang up. After a system timer expires, you hear music until the phone is available. (You cannot do this if the called phone is in DND mode.) •...
  • Page 23 To receive an Off-Hook Voice Announce call (a call through your speaker) while you are on a call: When you hear a single tone and see an incoming call display, you can do the follow- ing: • To accept the call on the speakerphone without ending your current call: When you hear a double tone, you may talk handsfree with the caller through the speak- erphone.
  • Page 24: 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 the...
  • Page 25: Receiving Outside Calls

    Receiving Outside Calls To receive an outside call: EITHER, Lift the handset. OR, Press the flashing key.To redirect a ringing call to another extension or CALL to an outside number: Press and dial SPCL Enter the extension or outside number to which you want to redirect the call. See page 20 for more information.
  • Page 26: 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 18).
  • Page 27: 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 to put the call on hold. Place another intercom or outside call.
  • Page 28: Transferring Calls

    RANSFERRING ALLS Although transferring calls is considered a basic function of a phone, your Associate Display or Basic Digital Phone has many advanced options for this feature. With your phone, you can transfer to another extension, voice mail, or even an outside line. To Another Extension EITHER, Press TRANSFER...
  • Page 29: 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 another extension. Manual Call Forwarding Manual call forwarding allows you to send incoming calls to another extension num- ber.
  • Page 30: Redirect Call

    Redirect Call NOTE: This feature is available only with versions 5.3 and later Eclipse software. The Redirect Call feature allows you to forward any call that is ringing on your phone without having to answer the call. NOTE: You cannot redirect calls to an extension that is in DND or to a restricted out- side number.
  • Page 31: Redialing A Number

    EDIALING A UMBER 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 32: Displaying Information On Your Phone

    ISPLAYING NFORMATION ON HONE If your Associate Display Phone has two lines of display, you can view information, such as the date and time or the outside party’s name/number. NOTE: These options do not apply to the Basic Digital Phone.
  • Page 33: 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 34: 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. You can also use the speakerphone for on-hook dialing, call monitoring, and background music. Mute Key To mute the microphone so that you can hear the other party, but they cannot hear you (this does not put them on hold): Press MUTE...
  • Page 35: Using The Message Key

    Enhanced Speakerphone Mode The Enhanced Speakerphone Mode improves transmission quality while on a speak- erphone call over a limited volume level range (typically the range is 1 to 3). NOTE: To use this feature, the System Administrator or installer must program your phone for Enhanced Speakerphone Mode.
  • Page 36: Leaving Messages

    Leaving Messages To leave a message while on an intercom call: Press Hang up or wait for the message center to answer. 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.
  • Page 37: 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 speaking, 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 38: 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 39 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 40: 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 41: 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 42: 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 43: 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 44 To enable DND: Press EITHER, Dial the two-digit number corresponding to the message you want to use. OR, Press the up or down arrow key to scroll through the messages (display phones only). If desired, customize the second display line by dialing the desired numbers or letters as described below: •...
  • Page 45: 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, and your display shows the message.
  • Page 46 To request a reminder message: With the handset in the cradle, dial EITHER, Dial the desired two-digit number for the message that you want. OR, Press the up or down arrow key to scroll through the messages (display phones only). While the desired message is displayed, press Enter the time you wish to receive the message in hours and minutes.
  • Page 47: Moving On

    Moving On SECTION CONTENTS PAGE Introduction ..........38 Setting Preferences .
  • Page 48: 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 49: Enabling Background Music

    Enabling Background Music If your telephone system is equipped with a music source, you can listen to music through your speaker. To enable or disable background music: Dial Changing Keymaps Keymaps identify where feature keys appear on your phone. While all phones are pro- grammed with a standard keymap, some phones have alternate keymaps (ask your System Administrator).
  • Page 50: 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 51: Voice Mail Options

    Voice Mail Options Your voice mailbox contains personal options that allow you to customize your per- sonal greetings, directory name, password, etc. NOTE: You cannot change your personal options until you have initialized your mail- box (see page 10). Recording Your Personal Greetings You can store two different personal greetings in your voice mailbox: a primary and an alternate.
  • Page 52: Recording Your Voice Mail Directory Name

    To change your personal greeting: Access your mailbox as described on page Press to select the Personal Options Menu. Press Do one of the following: • Press to record and/or enable your primary greeting. • Press to record and/or enable your alternate greeting. •...
  • Page 53: Changing Your Mailbox Password

    Changing Your Mailbox Password Your password prevents unauthorized access to your mailbox. To change your password: Access your mailbox as described on page Press to select the Personal Options Menu. Press If you want to have a password, enter a new password, using up to 12 digits. If you do not want to use a password, skip this step.
  • Page 54: Changing The Call Screening Transfer Method

    Changing the Call Screening Transfer Method NOTE: The Call Screening feature is available only if it is enabled for your mailbox (ask your System Administrator). Depending on the transfer method you select, transferred calls from voice mail may be unannounced (as usual), or one of the following may occur: •...
  • Page 55: Programming A Fax Destination

    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: Access your mailbox as described on...
  • Page 56: Programming Remote Messaging

    Programming Remote Messaging NOTE: Your installer or System Administrator must enable this feature on your voice mailbox. With Remote Messaging, you can program the Voice Processor (voice mail) to call you when your mailbox receives new messages. Using a “cascade” (a series of up to nine telephone numbers), voice mail will call each number until it successfully con- nects to a device (e.g., pager, answering machine, etc.).
  • 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

    (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 Eclipse system supports both Station and System Speed-Dial numbers, you can have access to over 1000 stored numbers.
  • Page 59: System Speed Dial

    TIP: To dial outside telephone numbers without first selecting an outgoing line, enter a line access code (such as the Outgoing Call code “8”) before the outside telephone number. To view how your Station Speed-Dial keys are currently programmed: With the handset in the cradle, dial Press the desired Station Speed-Dial key.
  • Page 60: Using Record-A-Call

    -A-C SING ECORD If your telephone system is equipped with an Eclipse Voice Processor (voice mail), you may have access to the Record-A-Call feature. If so, you can record an ongoing call as a mailbox message. You can then retrieve the message, just as you would any other mailbox message.
  • Page 61: 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 62: 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: Press and dial SPCL ROGRAMMING EATURE Depending on how your system is programmed, some of your feature keys may be “user-programmable.”...
  • Page 63: Programming Direct Station Select Keys

    ROGRAMMING IRECT TATION ELECT A key programmed as a Direct Station Select/Busy Lamp Field (DSS/BLF) key pro- vides a way to dial the associated extension with one touch. In addition, if the key is equipped with a lamp, you can visually monitor the status of the associated extension. To assign an extension to a DSS/BLF key: With the handset in the cradle, dial Press the DSS key(s) and dial the desired extension number.
  • Page 64: Programming Secondary Extension Keys

    ROGRAMMING ECONDARY XTENSION With the Secondary Extension Appearances feature, you can program various keys 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 key to answer a call that is ringing at the primary phone.
  • Page 65: 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 66: Screening Calls

    CREENING ALLS NOTE: This feature is available only if your telephone system is equipped with an Eclipse Voice Processor (voice mail). If you 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 44...
  • Page 67 To perform a directory search: With the handset in the cradle, press Press for the intercom directory, for the outside directory, or for the feature directory. Enter letters or numbers (up to 10 characters) as described below: • Remain in alphanumeric mode (MSG key lit): Press the keypad keys to enter the desired characters.
  • Page 68: 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 69 To use the directory to leave a voice mail message: Dial the voice mail extension number. Press for Directory Services. Enter the desired name, as described above, and press . The selected name is played. Do one of the following: •...
  • 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. Enter Enter your extension number. Enter your password followed by .
  • Page 72: Requesting Agent Help

    EQUESTING GENT 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. When your request call rings at the Agent Help Extension, the supervisor can choose to join the call or reject the request.
  • 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: Ending An Acd Hunt Group Call

    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 Eclipse Associate Display and Basic Digital Phone User Guide...
  • Page 77: Learning More

    Learning More SECTION CONTENTS PAGE Introduction ..........68 What the Administrators Can Do for You .
  • Page 78: Introduction

    If you are a System Administrator or if you need additional information not available in this guide, refer to the Inter-Tel Eclipse Administrator’s Guide (part number 560.8001). Eclipse Associate Display and Basic Digital Phone User Guide...
  • Page 79: Frequently Asked Questions (Faq)

    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 Inter-Tel. 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 A10. this user guide. If you need further assistance, contact your local authorized Inter-Tel dealer. All Inter-Tel sales, service, and support is 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 * These defaults may differ based on the software version. XTENSION UMBERS EXTENSION NAME...
  • 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 FEATURE NAME FEATURE CODE NEW CODE Silent Message Microphone Mute On/Off Page Page Receive On/Off Program Baud Rate Program Keys 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 Keys Ring Intercom Always On/Off...
  • Page 84 NOTES Eclipse Associate Display and Basic Digital Phone User Guide...
  • Page 85: Index

    Index messages 26 queue requests 14 reminder messages 36 unheard messages 32 waiting messages 26 Cascade Levels 46 About This Guide 2 Changing About Voice Mail 7 call screening transfer method 44 About Your Phone 3 directory name 42 Accessing Your Mailbox 27 fax destination number 45 Account Codes 55 keymaps 39...
  • Page 86 group listen feature 24 redial 21 handsfree answering feature 12 redirect calls 12 hunt group calls 63 ring intercom always 11 message envelope options 43 speed dialing 48 paging 51 Forced Account Codes 55 Forwarding Calls 19 record-a-call 50 manual call forwarding 19 time/date option 43 redirect calls 20 Display 6...
  • Page 87 Logging In and Out of ACD Hunt Groups 64 Performing a Directory Search 57 Phone Configuration 38 changing keymaps 39 changing language selection 40 Mailbox Almost Full 27 changing volume levels 38 Making and Receiving Calls 11 enabling automatic call answer 39 Making Emergency Calls 15 enabling background music 39 Making Pages 51...
  • Page 88: Basic Digital Phone

    Remote Messaging 46 Requesting a Callback 12 Requesting a Reminder Message 36 Undeleting Messages 30 Requesting Agent Help 62 Using Responding to a Waiting Call 15 account codes 55 Responding to Agent Help 62 defaults 10, 14, 33, 35 Retrieving Messages 26 directories 56 Returning Feature Keys to Default 52 do-not-disturb mode 33...
  • Page 89 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 90 Part No. 560.8003 Issue 7.0, October 2002 A671/9114A...

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