Inter-Tel SoftPhone 8601 User Manual

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Model 8601
SoftPhone for Pocket PC
User Guide

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   Summary of Contents for Inter-Tel SoftPhone 8601

  • Page 1

    Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 3

    ® This Inter-Tel user guide is released by Inter-Tel, Inc. as a guide for end-users. It pro- vides information necessary to use the Model 8601 SoftPhone for Pocket PC endpoint. The contents of this user guide, which reflect current Inter-Tel standards, are subject to revision or change without notice.

  • Page 5: Table Of Contents

    Recovering Deleted Voice Mail Messages ....... 26 ©Inter-Tel, Inc. April 2005 printed in US...

  • Page 6: Table Of Contents

    CONTENTS Recording and Sending Voice Mail Messages ......27 Canceling Unheard Voice Mail Messages ....... 29 Setting Mailbox Preferences .

  • Page 7: Welcome

    Assistant (PDA) platforms. With your Model 8601 endpoint, you can place or receive calls from anywhere within the same wireless network. The Model 8601 works just like other Inter-Tel points. In addition, the Model 8601 supports the Shared Extension feature. This fea- ture allows you to share the same extension between your Model 8601 and up to four other SIP endpoints.

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    Check with your system administrator to see which software version your telephone system cur- rently uses and if there are any features restrictions for your system. Your Model 8601 SoftPhone for Pocket PC is compatible with the following Inter-Tel software: ®...

  • Page 9

    BOUT NDPOINT The following shows the default Model 8601 display. Brief descriptions of icons and menus are described on the following page. Default Model 8601 Display: Minimized Model 8601 Display: ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 10

    Places an intercom (IC) call without requiring you to tap TALK. Requires you to tap TALK to place an IC call. Displays the Contact List on the PDA. Changes the volume settings on the Model 8601. Opens the application drop-down menu.

  • Page 11

    BOUT OICE Voice mail is an application that is part of the Inter-Tel voice processing system. Using voice mail, you and other callers can send and receive recorded messages from any supported endpoint on the system. To use voice mail features, each user (or sub- scriber) is assigned a mailbox, which usually corresponds to the extension number assigned to your endpoint.

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    NOTE: Voice mail displays are not supported in SIP mode, however audio prompts are supported. page page page page page page page page page page page page page page page ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 13: Enterprise Messaging

    Enterprise Messaging Enterprise Messaging (EM) is the Inter-Tel messaging system that uses industry-stan- dard protocols for communication and messaging. EM unifies communication and messaging by providing access to voice mail, fax, and e-mail messages in your mail- box. The EM system provides voice mail users with the following advanced messag- ing features: •...

  • Page 14: Automatic Speech Recognition (asr)

    • You can temporarily disable ASR for the current call by selecting option eight from the main menu. digit. page 44). For security ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 15: Initializing Your Mailbox

    The system then plays a prompt that introduces you to the basic voice mail system features. You can skip this introduction by saying “Skip” or by tapping desired. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide page 21 for additional voice mail options.

  • Page 16: Recording Your Personal Greetings

    Depending on how your system is programmed, the system greeting may also include, “After the tone, please record your message. When finished, you may hang up to deliver the message or press pound for more options.” to return to the operator) ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 17: Recording Your Voice Mail Directory Name, Option Menus

    Then say “Accept” or tap your recorded name. to hang up. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide page to select the Personal Options Menu. to record or change your personal greeting.

  • Page 18: Phone

    Save: Saves the highlighted number to the Pocket Outlook You can also sort the Call Log list in ascending order based on the column selected. or select CALL LOG ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide ® Contacts.

  • Page 19: Speed Dial

    When other users call your endpoint, they hear a repeating signal of four fast tones and see the DND message. Unlike other traditional Inter-Tel endpoints, the Model 8601 has only one DND message, which is “Do-Not-Disturb.”...

  • Page 20: Options

    To receive a message, your Model 8601 must have a mailbox programmed in the Inter-Tel telephone system. Or, the call must be programmed to be sent to an atten- dant or other endpoint. If the Model 8601 does not have a voice mailbox or an alternate destination, when the message is sent, the call is lost in the network.

  • Page 21: Help

    You can also add a customized .wav file to the Ring Tone list. To add a customized .wav file, save the customized file in the Ring Tone wav field under the Program File\Inter-Tel\Model 8601\Ring. — Play: Plays the selected ring tone. — Stop: Stops playing the ring tone.

  • Page 22: Connection Status

    The endpoint is connecting. There is no network activity. The endpoint is currently OFF. Tapping this icon also allows you to turn on the endpoint. STATUS ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 23: Sharing An Extension

    SIP endpoints to use the same extension number on the Inter-Tel telephone system. Incoming calls to a shared extension are sent to SIP endpoints simultaneously. Once one of the endpoints answers the call, the SIP Server cancels the call to all other endpoints.

  • Page 24: Using Hot Dial, Making And Receiving Calls, Switching Between Two Calls, Ending Calls

    (the feature code for outgoing access) followed by from the notify message or tap ANSWER from the notify message. IGNORE button on the display that allows SWAP SWAP ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide ), the (the TALK TALK...

  • Page 25: Placing Calls On Hold, Muting Calls, Placing Conference Calls

    To mute your microphone: Tap during the conference. If mute is enabled, you can hear the conferenced parties, but they cannot hear you. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide HOLD . Place another call (when the call is placed on...

  • Page 26: Transferring Calls, Using Reverse Transfer

    Enter the extension or hunt group number where the call is ringing or holding. (See page 40 for more information about hunt groups.) to place the call on hold at the other end- TRANS to hang up. TRANS to hang up. TRANS ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 27: Redialing Calls, Using Do-not-disturb, Selecting Ring Tones, Speed Dialing, Listening To Message(s)

    Listening to Message(s) Listening to message(s) can be done by tapping Phone menu. See page 13 ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide . A line is selected automatically, and TALK or select from the Phone menu.

  • Page 28: Accessing Your Mailbox

    See during any voice mail operation will to skip the system-generated voice prompts and ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide to identify yourself as a sub- . If you do not have a...

  • Page 29: Disabling And Enabling Asr

    Say “Disable” or tap NOTE: To enable ASR after disabling it, tap to enable ASR. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide page page to disable ASR for the call. until you are back at the main menu.

  • Page 30: Accessing Voice Mail Messages

    ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide to continue.)

  • Page 31

    “No” to cancel the request to delete the message. to hang up. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide to replay the message from the beginning. to reply to the message. You have the following to leave a voice mail message for the caller.

  • Page 32: Recovering Deleted Voice Mail Messages

    ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 33: Recording And Sending Voice Mail Messages

    • Say “Cancel” or tap • Say “Replay” or tap • Say “Append” or tap • Say “Erase” or tap ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide page to accept the subscriber’s name. to start over. to access the following options: to send the message and return to the voice mail to cancel the recording.

  • Page 34

    “private.” (This prevents to mark the message “certified.” (When the to mark the message “priority.” (This will place to send the message and return to the voice mail to cancel delivery options. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 35: Canceling Unheard Voice Mail Messages

    You may be prompted to confirm deleting the message. Say “Yes” to delete the message or “No” to cancel the request to delete the message. to hang up. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide page to confirm the mailbox you are selecting. Voice mail will to replay the message.

  • Page 36: Setting Mailbox Preferences

    ASR guidelines. page to select the Personal Options Menu. when you are done. The messaging system plays back your pass- to accept the password as entered or say “Re-enter” or ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 37

    Options Menu. • Say “Accept” or tap • Say “Cancel” or tap to hang up. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide page 51 for instructions about how to change your page to select the Personal Options Menu.

  • Page 38

    . The system tells you what your current transfer to select unannounced transfers. to select screened transfers. to select announce-only transfers. to return to the Personal Options Menu without mak- ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 39

    Programming a Fax Destination With the Inter-Tel voice processing system, when you specify a fax destination num- ber for your mailbox, callers can access your mailbox to send a fax to your fax machine. To change your fax destination number: Access your mailbox as described on Say “Personal”...

  • Page 40

    (First In/ to retrieve the latest-received messages first (Last In/ to return to the Personal Options Menu without mak- ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 41

    If you also want to receive pages for messages marked “priority” on the weekends, you could set your alternate cascade for all day on Saturdays and Sundays. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 42

    . Then say or enter the times you want the message notifi- for AM. for PM. . You have the following options: for all messages. for priority messages only. to save the settings and exit. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 43: Screening Calls

    Say “Forward” or tap to another extension. • Say “Refuse” or tap ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide 32), calls from voice mail may be unannounced, announce only, to accept the call. to replay the announcement.

  • Page 44: Using The Voice Mail Directory

    ABC, button . Tap ) and Next (say “Next” or tap to select it. shows DEF, etc. To enter “JONES,” you would tap for “Q”, for “Z”, and for punctuation marks. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 45

    After the list has been filtered by first or last name, a smaller list of names is returned. You can then browse the list and select the appropriate name (see step ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide page 38).

  • Page 46: Working In Hunt Groups

    NOTE: Only your system administrator can turn on/off hunt group calls or log in to/out of the hung group on your Model 8601. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 47

    Using the voice mail directory (see NOTE: For a voice mail flowchart for standard mailbox users, see ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide 5). The instructions for many voice mail tasks are identical for page page...

  • Page 48: E-mail Reader Features

    With your advanced mailbox you can save, delete, and forward a fax (to another fax machine) using the available menu options, when prompted (see page 49). ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 49: Using Your Advanced Mailbox

    To disable ASR (for that call only): Say “Disable” or tap At any menu level, you can say “Cancel” or tap menu or say “Accept” or tap mailbox users, see ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide page 9), you can use personal or system greetings 44).

  • Page 50: Setting Up Your E-mail Password

    Check with your administrator if you encounter any difficulties setting up your e-mail password. page ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 51

    BUTTON *Tap seven times for a blank space. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide page 22. The system announces that it was to access your mailbox without access to your e- to enter your new e-mail password.

  • Page 52: Using E-mail Reader, Accessing E-mail Messages

    Outlook, “I’m looking forward to attend- ing. Microsoft Outlook Web Access: http://TMS-NT-EVS01/Exchange/Sally_User/Inbox/ Accepted%3A%20Sales%20Team%20Meeting-5.EML.” ® . Therefore, e-mail messages and meeting messages (including page ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide 51). Then E-Mail Reader reads...

  • Page 53

    • Say “Higher” or tap • Say “Delete Message” or tap • Say “Cancel” or tap ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide page to listen to your e-mail messages. Then select one of the to listen to new messages.

  • Page 54

    (see to listen to the next message. to save the message. to delete the message. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 55: Accessing Fax Messages

    You may be prompted to confirm deleting the message. Say “Yes” to delete the message or “No” to cancel the request to delete the message. to hang up. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide page to access your fax messages. Then select one of the to listen to new messages.

  • Page 56: Recovering Deleted Messages

    ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 57: Changing Message Envelopes

    • Say “Accept” or tap • Say “Cancel” or tap to hang up. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide to select the Personal Options Menu. to select the Message Envelope Options Menu. to enable or disable the time and date options.

  • Page 58: Voice Mail Flowchart (advanced Mailbox)

    Note: Options vary by media type. Cancel “Unheard” Messages “Recover”DeletedMessages “Voice Mail” “E-Mail” “Facsimile” ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide ACCESSING MESSAGES Note: Options vary by media type. While the message is playing: “Back Up” “Pause”...

  • Page 59: Troubleshooting

    You cannot answer calls. The Handsfree On/Off station flag is not disabled in Inter-Tel’s database programming. A call gets dropped sud- The PDA goes into stand-by denly while on a call.

  • Page 60: Frequently Asked Questions

    This section includes some of the most frequently asked questions. If you have prob- lems with your endpoint or voice mailbox, refer to this section before you contact your system administrator or your local Inter-Tel reseller. How can I retrieve messages if I don’t know the password for my voice mail? Try using your extension number, which is your default password.

  • Page 61

    SIP endpoint and vice versa? SIP device on a shared extension cannot see a call placed on hold by another device. A16. ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide ® iPAQ H5550, 400 MHz icon to toggle between calls (see...

  • Page 62

    First, contact your system administrator if you have a question that is not covered in A17. this user guide. If you need further assistance, contact your local authorized Inter-Tel reseller. All Inter-Tel sales, service, and support are handled at the local level.

  • Page 63: Getting Started, About Your Endpoint, About Voice Mail, Features And Operation

    38 Disabling cascade levels 36 message envelope options 31 time/date option 31 DND (Do-Not-Disturb) 13, 21 ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide E-Mail Messages 46 E-Mail Reader 7, 44 Emergency Call 18 Enabling cascade levels 36...

  • Page 64: Setting Up Voice Mail

    52 standard mailbox 59 Voice Mail Message Envelope 31 Voice Mail Messages recording and sending 27 recovering deleted 26 Volume Control Bar 15 Working in Hunt Groups 40 ® Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide...

  • Page 65

    OICE LOWCHART NOTE: At any menu level, you can say “Cancel” or tap or say “Accept” or tap to accept. MAILBOX ACCESS • EITHER, Press the Mes- sage button to respond to a message from voice mail. OR, Call the voice mail extension number, say “Login”...

  • Page 66

    Part No. 835.2737 Issue 2, April 2005 A946/3848A...

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