Inter-Tel 7000 8662 User Manual
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Inter-Tel 7000 8662 User Manual

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Model 8662 User Guide

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Summary of Contents for Inter-Tel 7000 8662

  • Page 1 Inter-Tel 7000 Model 8662 User Guide...

  • Page 3: Placing An Emergency Call

    To answer a waiting call, either end your current call or place it on hold. Then answer the call as described above. © Inter-Tel (Delaware), Inc. October 2006 printed in U.S. EFERENCE Eur.) to place an emergency call. You do ).
  • Page 4 EDIALING A UMBER To redial the last number called: Press LACING A ALL ON While on the call, press To return to the call, press RANSFERRING A 1. While on the call, press 2. If you are transferring the call to a subscriber, dial the extension number. If you are transferring the call to an outside number, press to connect to an outgoing line, and then dial the number.
  • Page 5 SING EACH 1. Press the REACH ME 2. Press the BROWSE to scroll through the options. 3. Press the ACCEPT If you selected FORWARD TO then press the ACCEPT SING ULES 1. While on a call or while a call is ringing, press the ton.
  • Page 6 EAVING ESSAGES 1. Do one of the following: • Press MESSAGE • Press 2. Dial the extension number. ANCELING A 1. Do one of the following: • Press MESSAGE • Press 2. Dial the extension number. 3. Press the DELETE IEWING EPLYING TO 1.

  • Page 7: Mail Messages

    CCESSING The following instructions include Automatic Speech Recognition NOTE (ASR) spoken commands, which can be used instead of pressing the dialpad buttons if ASR is enabled for your system Contact your system administrator for the voice mail number and password. To access your mailbox: Dial the system voice mail number, and then enter your password when prompted.
  • Page 8 EATURE ODES Press before entering the feature code. FEATURE NAME Agent Help Request Agent Help Reject Annoyance Call Trace Auto Answer Incoming – On/Off Auto Answer Outgoing – On/Off Auto Line Answer – On/Off Auto Redial Background Music – On/Off Barge-In Billing Code –...
  • Page 9 OTICE This user guide is released by Inter-Tel, Inc. and provides information necessary to use the Model 8662 endpoint. The guide contents, which reflect current Inter-Tel standards, are subject to revision or change without notice. Some features or applications mentioned may require a future release and are not avail- able in the initial release.

  • Page 10: Product Disposal Instructions

    For appropriate disposal and recy- cling instructions, contact your local recycling authority or Inter-Tel provider. The Waste of Electrical and Electronic Equipment (WEEE) Directive (2002/96/EC) was established by the European Union to minimize negative impact on the environment, control hazardous substances, and curtail landfill expansion by using the best available recovery and recycling techniques.

  • Page 11: Table Of Contents

    Inter-Tel Personal Communicator ........
  • Page 12 Searching for a Contact ..........38 Using Inter-Tel Personal Communicator for Voice ......39 Inter-Tel Personal Communicator for Voice Flowchart .
  • Page 13 CONTENTS VOICE MAIL FEATURES ..........47 About Voice Mail .

  • Page 15: Getting Started

    Contact your system administrator for more information on how your system varies. The term “endpoint” describes an entity on one end of a Transmission Control Protocol/Internet Protocol (TCP/IP) connection. In this context, this guide uses the term endpoint to describe the Inter-Tel 7000 family of digital and IP phones. ®...

  • Page 16: Inter-Tel Personal Communicator

    NTER ERSONAL Inter-Tel Personal Communicator is an integrated software component of the Inter-Tel 7000 Network Communications Solution and adds advanced features to your system, including: • Presence management: Change your status and availability (see • Call routing: Route calls based on preset conditions (see •...

  • Page 17: About Your Endpoint

    This is the default Model 8662 configuration. Your endpoint features NOTE may not be programmed or located as displayed above. Contact your system administrator for more information. ® Inter-Tel Model 8662 Endpoint User Guide page Message Indicator Menu Buttons Hold Button...

  • Page 18: Feature Buttons

    If your feature buttons are not labeled, or if they are labeled incor- rectly, you can print new labels using Inter-Tel Personal Communicator NOTE for Web. If necessary, contact your system administrator to have the correct labels installed.

  • Page 19: Lcd And Menu Buttons

    16 characters on each line. See the following table for feature abbreviations. ABBREVIATION CUR LOC HOLD CL PKUP VMAIL ® Inter-Tel Model 8662 Endpoint User Guide page 27), your status setting displays on the Unavailable 9:00 WED OCT 26 Unavailable Status...

  • Page 20: What You See And Hear

    Contact your network administrator for more information about the endpoint connectors and supported ethernet devices. ), lit ( ), or flashing ( LINE LINE page 10). button signals. MESSAGE Headset Jack PC Port ® Inter-Tel Model 8662 Endpoint User Guide LINE Handset Jac LAN/Power Jack...

  • Page 21: Power Requirements

    Endpoint Damage Hazard. Do not use your endpoint or disconnect it from the power supply during the downloading process. The Model 8662 comes with preinstalled Inter-Tel software and firmware, but occa- sional software updates may be required when new versions are available. The end- point is configured to download the updates automatically.

  • Page 22: Endpoint Setup

    CODE contact your system administrator for assistance or refer to the Activation and Wel- come e-mail messages (as shown in Microsoft information to activate your endpoint and enable Inter-Tel Personal Communicator for your account. Adjusting the Viewing Angle You can adjust the endpoint viewing angle according to your preference.

  • Page 23: Adjusting Volume Settings

    To adjust a volume setting: While using the feature, press of the button to save the setting. Changing Endpoint Ring Tones You can use Inter-Tel Personal Communicator for Web to change the endpoint ring tones. There are 16 different ring tones. To listen to ring tones:...

  • Page 24: Listening To Background Music

    (Headset on/off). (Headset off). (Headset on/off). page 16 for more information on placing emergency calls. . Your location is validated if the fol- LOCATION VALIDATED Inter-Tel (Background Music on/off before replacing the handset in page ® Model 8662 Endpoint User Guide...

  • Page 25: Voice Mail Setup

    Voice mail password • Unlocking your endpoint (see • Hot Desking (see • Inter-Tel Personal Communicator for Voice (see • Advanced hunt groups (see NOTE Changing your voice mail password also changes your PIN. To initialize your voice mail account: Press during any voice mail operation to advance to the next step.

  • Page 26: Recording Your Personal Greeting(S)

    “Erase” to erase and re-record the greeting. • Press or say “Cancel” to exit without changing your greeting. Custom greetings can be created and assigned using Inter-Tel Personal Communicator for Web. informs callers why they have reached your voice mailbox, to return to the operator.”...

  • Page 27: Basic Features

    Basic Features Basic features include answering and placing calls, features used while on a call, and using messages. Some features work only with Inter-Tel endpoints connected to the NOTE Inter-Tel 7000 Network Communications Solution. Depending on system configuration, the features described in this user guide may or may not be enabled.

  • Page 28: Answering Calls

    Outside calls cannot be answered using Auto Answer unless routing NOTES rules are set using Inter-Tel Personal Communicator for Web to allow specific outside phone numbers to be answered automatically. You can also enable and disable Auto Answer using Inter-Tel Personal Communicator for Web.

  • Page 29: Answering Waiting Calls

    To use Call Drop: While you are on the call or while the call is ringing, lift and replace the handset or press the ® Inter-Tel Model 8662 Endpoint User Guide (when using a headset). When Automatic Line Answer is dis- button to answer the call.

  • Page 30: Placing Calls

    19). page 10 for more information on ) or an U.S. or IC TO JOHN SMITH 1:30 FRI DEC 16 page 17). page 17). page 25). page 26). ® Inter-Tel Model 8662 Endpoint User Guide but- OUTGOING Eur.).

  • Page 31: Placing An Off-Hook Voice Announce

    OHVA may or may not be enabled for your system. Shared (forked) extensions cannot use OHVA. Con- tact your system administrator for more information. ® Inter-Tel Model 8662 Endpoint User Guide The subscriber’s extension does not have to be busy...

  • Page 32: Placing Outside Calls

    • Press the EXIT Using Last Call Return You can automatically dial the last call received. To use Last Call Return: Press menu button. REDIAL menu button or Inter-Tel to move the cur- MUTE ® Model 8662 Endpoint User Guide...

  • Page 33: Using Speed Dial

    To use Speed Dial: Press ple: • Press • Press You can assign Station speed dial access codes using Inter-Tel Personal Communicator for Web or Inter-Tel Personal Communicator for Windows. Contact your system administrator for more information. ® Inter-Tel Model 8662 Endpoint User Guide ) assigned to them for speed dial- ) assigned to them for speed dialing.

  • Page 34: Features Used While On A Call

    Enter the orbit number, and then press HILE ON A menu button. HOLD (handsfree). button. LINE or the menu button. PARK PARK CALL PARKED SUCCESSFULLY or the menu button. PKUP Inter-Tel ), and then press ® Model 8662 Endpoint User Guide...

  • Page 35: Using The Mute Feature

    “All call” outbound Caller ID settings are enabled/disabled by the system administrator. † Annoyance Call Trace may or may not be enabled for your system. Contact your system administrator for more information. ® Inter-Tel Model 8662 Endpoint User Guide 480-961-9000 Caller Name off (Caller ID toggle).

  • Page 36: Transferring Calls

    After the call is answered, hang up. A confirmation notice appears. or the menu button. TRANSFER ), and then dial the number. TRANSFER SUCCESSFUL TRANSFER SUCCESSFUL FEATURE REQUEST SUCCEEDED ® Inter-Tel Model 8662 Endpoint User Guide or the Out- OUTGOING , and then dial the...

  • Page 37: Using Send To Destination

    (first in, first answered). To use Group Call Pickup: Press Call groups are configured by your system administrator. ® Inter-Tel Model 8662 Endpoint User Guide menu button or SEND TO DEST ), and then enter the number.

  • Page 38: Placing Conference Calls

    , and then hang up. This removes you CONF button or the menu button. (Press the flashing CONN TO CNF Inter-Tel menu button to place the call menu button to add the party menu button to add the party button or the CONF button.

  • Page 39: Using Messages

    Press the REPLY menu button or Instant messaging (IM) may or may not be enabled for your system. If enabled, use Inter-Tel Personal Communicator for Web or Inter-Tel Personal Communicator for Windows for IM. ® Inter-Tel Model 8662 Endpoint User Guide...

  • Page 40: Leaving And Listening To Voice Mail Messages

    LISTEN password, and then press To avoid entering your password each time you access your mailbox, you can use Inter-Tel Personal Communicator for Web to enable Auto Logon settings (Options tab - Preferences [Edit] - Voice Portal) Paging Subscribers A page is an announcement through endpoint speakers or external speakers. The Pag- ing feature uses page groups to prevent announcements from transmitting through every endpoint in the system.

  • Page 41: Advanced Features

    Advanced Features The Inter-Tel 7000 Network Communications Solution advanced features provide you with the latest communication technologies. RESENCE ANAGEMENT Presence management features enable you to: • Inform subscribers of your availability and direct calls based on your status (see below).
  • Page 42 FORWARD , you can use the following sequence: 1:30 . Press the ALPHA MODE five times, and then press the menu button or to accept the entry. Inter-Tel menu NEXT PREVIOUS > < . Return to numeric by menu button.

  • Page 43: Using Reach Me

    UNAVAILABLE. Changing your Reach Me setting to AT MY DESK also changes your status setting to AVAILABLE. Routing rules can be added or changed using Inter-Tel Personal Communicator for Web. Contact your system administrator for more information. ®...

  • Page 44: Advanced Subscriber Features

    View or return recent calls using your Call Log (see • Find and contact others using contact lists (see • Access Inter-Tel Personal Communicator using the voice portal (see Locking Your Endpoint You can lock your endpoint to prevent others from using it. To lock your endpoint: Press...

  • Page 45: Using Direct Endpoint Access

    Advanced routing for Hot Rules may or may not be enabled. If enabled, advanced Hot Rules routing can be added or changed using Inter-Tel Personal Communicator for Web and can contain multiple steps and perform other functions based on the person calling, such as hang up, play a greeting, or transfer the call to another subscriber.

  • Page 46: Using Personal Assistant

    Personal Assistant may or may not be enabled for your system. Contact your system administrator for more information. † The confirmation prompt can be disabled using Inter-Tel Personal Communicator for Web. ‡ Record-A-Call may or may not be enabled for your system. Contact your system administrator for more information.

  • Page 47: Recording A Voice Memo

    • Press • Press Hot Desking may or may not be enabled for your system. If enabled, Hot Desking options can be modi- fied using Inter-Tel Personal Communicator for Web. Contact your system administrator for more infor- mation. ® Inter-Tel Model 8662 Endpoint User Guide menu button (or hang up) to stop recording.

  • Page 48: Using Group Listen

    One or more of the subscriber’s endpoints are busy. One or more of the subscriber’s endpoints are ringing. The subscriber is not currently available for calls (as specified by the subscriber’s current status). Inter-Tel ® Model 8662 Endpoint User Guide...

  • Page 49: Using The Outbound Communication Menu

    Contact numbers can be entered or changed using Inter-Tel Personal Communicator for Web. † IM may or may not be enabled for your system. If enabled, Inter-Tel Personal Communicator must be used for instant messaging. Contact your system administrator for more information.

  • Page 50: Using Your Call Log

    ] for outgoing) and the subscriber’s name (or 01:30 FRI OCT 14 (I) SMITH, JOHN Intercom Call 01:30 FRI OCT 14 (O) 4809619000 Outside Call CONTACT Inter-Tel to scroll through the call list Subscriber Name Outside Number menu button or page 37). menu button or CALL ®...

  • Page 51: Using Contact Lists

    Press the CONTACT ber. To delete a contact: Press the You must use Inter-Tel Personal Communicator for Web to set up your Personal and Group contact lists. Groups can be added using Inter-Tel Personal Communicator for Web. ® Inter-Tel Model 8662 Endpoint User Guide page 19) are assigned from this contact list.

  • Page 52: Searching For A Contact

    PREVIOUS CONTACT page 37). menu button or to activate the selection or dial the num- Inter-Tel > < . Return to numeric by MESSAGE SEARCH to scroll through the list. menu button or to display ®...

  • Page 53: Using Inter-Tel Personal Communicator For Voice

    Numbers like “1000” can be said as “one thousand” or as “one, zero, zero, zero.” Inter-Tel Personal Communicator for Voice may or may not be enabled for your system. Contact your system administrator for more information. Some preference settings can be enabled using Inter-Tel Personal Communicator for Web.
  • Page 54 “Give me” “Can I” “Tell me” “I need to” “Get“ “Retrieve” “I want to” “Could I” Question Optional Words Question Word Polite Word Optional Word Inter-Tel CHANGE OPTIONAL “Set” “My” “Change“ “Current” “Modify” “Place” “Make” “A” “At” “To” “Call” Menu Words...
  • Page 55 Group contact lists. “Routing”: Review or change routing rule options based on default system rout- ing rules or routing rules created in Inter-Tel Personal Communicator for Web. You can enable Auto Logon using Inter-Tel Personal Communicator for Web (see ®...

  • Page 56: Inter-Tel Personal Communicator For Voice Flowchart

    Incoming Calls Outgoing Calls Previous Menu SELECT ENTRY OPTION Replay Entry Return Call Previous Entry Next Entry Previous Menu Inter-Tel OICE LOWCHART to accept an entry . Then select one of the follow- Routing ROUTING OPTION (page 29) Change Reach Me...

  • Page 57: Hunt Groups

    To end the wrap-up session before the timer expires: Press Hunt groups may or may not be enabled for your system. Contact your system administrator for more information. ® Inter-Tel Model 8662 Endpoint User Guide (Hunt Group log in). (Hunt Group log in/log out).

  • Page 58: Requesting Agent Help

    Agent Help extensions are assigned to feature buttons by your system administrator. When activated, the “helper” can hear you and AGENT HELP FAILED AGENT CALL PROCEEDING AGENT HELP CALL FROM JOHN SMITH or the flashing ACCEPT REJECT CNF IN PROGRESS ® Inter-Tel Model 8662 Endpoint User Guide † button. LINE...

  • Page 59: Using Bridged Line Appearance

    Bridged Line Appearance must be enabled by your system administrator. If enabled, refer to the Help section provided in Inter-Tel Personal Communicator for Web for instructions to enable Bridged Line Appearance feature buttons. Contact your system administrator for more information.
  • Page 60 ® Inter-Tel Model 8662 Endpoint User Guide...

  • Page 61: Voice Mail Features

    ASR and E-Mail Reader may or may not be enabled for your system. Contact your system administrator for more information. ® Inter-Tel Model 8662 Endpoint User Guide in the Getting Started section to set up your voice mail E-Mail Reader accesses your e- button.

  • Page 62: Mailbox Features

    The MNR number is used to access messages only. To avoid entering your password each time you access your mailbox, you can use Inter-Tel Personal Communicator for Web to enable Auto Logon settings (Options tab - Preferences [Edit] - Voice Portal)

  • Page 63: Changing Your Voice Mail Password

    Voice mail password (see • Unlocking your endpoint (see • Hot Desking (see • Inter-Tel Personal Communicator for Voice (see • Advanced hunt groups (see NOTE Changing your voice mail password also changes your PIN. To change your mailbox password:...

  • Page 64: Changing Your Message Envelope

    48), and then follow the voice menu prompts and use page 54 (without E-Mail Reader) or page 58 (with E-Mail Reader) for the step ® Inter-Tel page 48), and then fol- page 54 page 58 page 48), and Model 8662 Endpoint User Guide...

  • Page 65: Using Special Delivery Options

    Searching for a Voice Mail Contact To search for a voice mail contact: Access your mailbox (see also search for a contact using the contact lists (see ® Inter-Tel Model 8662 Endpoint User Guide page 58 (with E-Mail Reader) for the step sequence. page 58...

  • Page 66: Screening Calls

    Remote messaging may or may not be enabled for your system. Contact your system administrator for more information. page 58 (with E-Mail Reader) for the step Using “cascade levels,” a series of up to nine page 53 to set up Remote ® Inter-Tel Model 8662 Endpoint User Guide page 48),...
  • Page 67 NOTE will receive a voice mail message stating that notification could not be completed. ® Inter-Tel Model 8662 Endpoint User Guide page or say “Internal” for an extension number, and then say or or say “Outside” for an outside number, and then say or enter or say “Pager.”...

  • Page 68: Voice Mail Flowchart (Without E-Mail Reader)

    TRANSFER METHOD “Unannounced” “Screened” “Announce” Only MESSAGE OPTIONS Cancel “Unheard” Messages “Recover”Deleted Messages “Listen” “Recover” All “Purge” All Inter-Tel EADER LISTENING TO MESSAGES While the message is playing: “Back Up” “Pause” Move “Forward” “Lower” Volume Play the “Envelope” “Higher” Volume “Save”...

  • Page 69: E-Mail Reader

    Your entry must match the case and characters exactly. If necessary contact your voice mail administrator for assistance. E-Mail Reader may or may not be enabled for your system. Contact your system administrator for more information. ® Inter-Tel Model 8662 Endpoint User Guide...
  • Page 70 57) is automatically disabled to prevent having to page 48. The system announces that it was to move the cursor backward (deleting the MUTE to move the cursor forward. FORWARD ’ & Inter-Tel at any time. > < ® Model 8662 Endpoint User Guide...

  • Page 71: Using Main Menu E-Mail Reader Count

    48), and then follow the voice commands and use the Voice Mail flowchart on page 58 for the step sequence. ® Inter-Tel Model 8662 Endpoint User Guide page or say “Disable” to disable. or say “Enable” to enable. page...

  • Page 72: Voice Mail Flowchart (With E-Mail Reader)

    TRANSFER METHOD “Unannounced” “Screened” “Announce” Only MESSAGE OPTIONS Cancel “Unheard” Messages “Recover”Deleted Messages “Voice Mail” “E-Mail” “Facsimile” Inter-Tel EADER ACCESSING MESSAGES NOTE: Options vary by media type. While the message is playing: “Back Up” “Pause” Move “Forward” “Lower” Volume Play the “Envelope”...

  • Page 73: Troubleshooting Tools

    If you need further assistance, contact your local authorized Inter-Tel found on the Inter-Tel Web site at www.inter-tel.com. Inter-Tel sales, service, and sup- port are best supported at the local level.

  • Page 74: Troubleshooting Tips

    The “Prompt me for additional descriptive text each time I choose this status” in the Status section of Inter-Tel Personal Communicator for Web may need to be enabled. System speed dial numbers are programmed by the system adminis- trator.

  • Page 75: Feature Access

    1.From the Microsoft Outlook Help menu, select “About Microsoft Out- look.” 2.On the About window, click the “Disabled Items” button. 3.On the resulting window, select Inter-Tel Personal Communicator for Outlook, and then click Enable. 4.Close the window and restart Outlook.
  • Page 76 Send calls to (forward) • Place calls on hold • Page subscribers • Redial calls • Use Last Call Return • Send and receive text messages • Send, delete, and forward voice mail messages Inter-Tel ® Model 8662 Endpoint User Guide...
  • Page 77 I cannot set the number of rings before a call is sent to voice mail. ® Inter-Tel Model 8662 Endpoint User Guide SOLUTION Your system may not support the feature, or your system administrator may not have enabled the feature. Contact your voice mail administra- tor for more information.

  • Page 78: Default Access Codes

    Speed Dial and Attendant Access Codes ACCESS CODE NAME Station Speed Dial System Speed Dial Attendant ODES ACCESS CODE 911 (999/112 Europe) ACCESS CODE 01 to 19 200 to 299 Inter-Tel NEW CODE NEW CODE ® Model 8662 Endpoint User Guide...

  • Page 79: Feature Codes

    Call Park Call Park Pick Up Caller ID – On/Off Clear Alarm – Current Clear Alarms – All Conference Contacts – Browse Groups Contacts – Company Contacts – Directory ® Inter-Tel Model 8662 Endpoint User Guide DEFAULT CODE NEW CODE...
  • Page 80 Last Call Return LCD Contrast Level Location Information Location Validation Lock Endpoint Message Menu Mute – On/Off Off-Hook Voice Announce Outbound Caller ID – Block Outbound Caller ID – Unblock Page DEFAULT CODE NEW CODE ® Inter-Tel Model 8662 Endpoint User Guide...
  • Page 81 Text Message – Delete Message Text Message – Send Message Transfer on Connect Transfer to Hold Transfer to Ring Update Configuration Voice Mail Message – Leave ® Inter-Tel Model 8662 Endpoint User Guide DEFAULT CODE NEW CODE 01 to 19 200 to 299...
  • Page 82 ® Inter-Tel Model 8662 Endpoint User Guide...

  • Page 83: Index

    Call Drop, using 15 Call Log, using 36 Call Park, using 20 Call Screening Transfer Method, changing 52 Caller ID ® Inter-Tel Model 8662 Endpoint User Guide blocking outbound 21 displaying 21 Calls Annoyance Call Trace, using 21 answering 14...
  • Page 84 9 setup 8 troubleshooting tips 60 upgrades from home 60 Error messages 61 Error tones 6 External speaker 3 Fax destination number, programming 57 Feature buttons 3 descriptions 4 Feature codes 65 ® Inter-Tel Model 8662 Endpoint User Guide...
  • Page 85 Remote Survivability 62 canceling 13 endpoint 3 time-out 6 Firmware, updating 7 Flowchart Inter-Tel Personal Communicator for Voice 42 voice mail (with E-Mail Reader) 58 voice mail (without E-Mail Reader) 54 Greeting alternate 12 personal 12 personal, changing your 12...
  • Page 86 Send to Destination, using 23 Transfer on Connect 22 Transfer to Ring 22 Troubleshooting tips endpoint 60 voice mail 63 Uninterruptible power supply 7 Updates, software and firmware 7 User information, displaying 21 ® Inter-Tel Model 8662 Endpoint User Guide...
  • Page 87 49 messages leaving 26 listening to 48 recording and sending 50 ® Inter-Tel Model 8662 Endpoint User Guide unheard, canceling 50 password, changing your 49 quota grace limit 63 Remote Messaging, programming 52 screening calls 52...
  • Page 88 ® Inter-Tel Model 8662 Endpoint User Guide...
  • Page 90 Part No. 590.8004 Issue 1, October 2006 A6:1/9115A...

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70008662

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