ESI ESI-1000, ESI-600, ESI-200, ESI-100, ESI-50 User Guide

ESI Feature Phone

User’s Guide

FOR ESI Communications Servers

ESI-1000 • ESI-600 • ESI-200 • ESI-100 • ESI - 50

0450-1047

Rev. H

For on-li n e he lp , vi sit www.esiusers.com.

About ESI

ESI (Este c h Syst em s, Inc. ) i s a priv at el y held corporati on ba s ed in Pl ano, Texas. Founded in 19 87, ESI desi g ns and
builds innovative tele communications products for bu siness es like yours. Because of their powerful combination of
value and features, ESI products are c o nsistently recognized by indu stry publications and leaders.

Copyright © 2009 ESI (Estech Systems, Inc.).
Esi-Dex, Quick Groups, Quick Moves, Virtual Mailbox Key, AutoPage, Quick Page and Verbal User Guide
are trademarks, of ESI. Act! is a registered trademark of Symantec Corporation. Goldmine is a trademark of
Goldmine Softwa re Corporation. E thernet is a registered trademark of Xerox Corporation. Microsoft, Windows, NT and

Outlook are registered trademarks of Microsoft Corporation. Intel is a registered trademark of Intel Corporation.
Panasonic and DBS are registered trademarks of Matsushita Electric Corporation of America. Bluetooth is a registered

trademark of the Bluetooth Special Interest Group (S.I.G.), Inc. Information contained herein is subject to change
without notice. ESI products are protected by various U.S. Patents, granted and pending. Visit ESI on the Web at
www.esi-estech.com.

Introduction.....................................................................................................................................................................................................A.1

48-Key Feature Phone.............................................................................................................................................................................A.2

24-Key Feature Phone.............................................................................................................................................................................A.4

12-Key Feature Phone.............................................................................................................................................................................A.5

ESI Cordless Handset II...........................................................................................................................................................................A.6

Connecting your ESI phone......................................................................................................................................................................A.7

Help mode (Verbal User Guide ).....................................................................................................................................................................B.1

User programming: An intr oduc ti on.............................................................................................................................................................C.1

Voice mail operation.......................................................................................................................................................................................D.1

VOICE MAIL key......................................................................................................................................................................................D.1

Personal gr eetings...................................................................................................................................................................................D.1

Leaving messages . . ...............................................................................................................................................................................D.2

AutoPage.................................................................................................................................................................................................D.3

Moving and deleting a message...............................................................................................................................................................D.3

Off-premise s “reach me”................................ ................................ ................................ ...........................................................................D.3

Message retrie val.............................................................................................................. .......................................................................D.4

Live recording................................ ................................ ................................ ...........................................................................................D.7

Off-premise s message deli ver y................................................................................................................................................................D.8

Message Recycle Bin (un-delete).............................................................................................................................................................D.9

Status indicator lamp................................................................................................................................................................................D.9

Setting up ESI Mobile Messaging...........................................................................................................................................................D.10

Optional voice mail feature: Guest mailboxes.........................................................................................................................................D.13

Optional voice mail feature: Group/broadcast mailboxes........................................................................................................................D.15

Optional voice mail feature: Cascade notification mailboxes................................ ...................................................................................D.16

Optional voice mail feature: Q & A mailboxes.........................................................................................................................................D.18

ESI Feature Phone operation.........................................................................................................................................................................E.1

Display.....................................................................................................................................................................................................E.1

Caller ID...................................................................................................................................................................................................E.1

Keys.........................................................................................................................................................................................................E.2

Dial tone...................................................................................................................................................................................................E.4

Basic phone use.......................................................................................................................................................................................E.5

Direct station sele ctio n..............................................................................................................................................................................E.6

Transferring an outside call . . ..................................................................................................................................................................E.6

Transferring an internal call . . ..................................................................................................................................................................E.8

Conference calling....................................................................................................................................................................................E.9

Call forwarding.......................................................................................................................................................................................E.10

Call waiting.............................................................................................................................................................................................E.12

Hold/exclusive hold operation.................................................................................................................................................................E.13

Paging....................................................................................................................................................................................................E.15

Call pickup..............................................................................................................................................................................................E.15

Optional features....................................................................................................................................................................................E.16

Special keys.....................................................................................................................................................................................................F.1

Esi-Dex......................................................................................................................................................................................................F.2

Override ring ................................ ................................ ................................ ..............................................................................................F.9

Message monitor mode (live call screeni ng )................................................................ ............................................................................F.10

Personal greeting reminder.....................................................................................................................................................................F.10

Headset operation...................................................................................................................................................................................F.10

Outside dial tone preference................................................................................................................................ ....................................F.13

Line keys.................................................................................................................................................................................................F.13

Optional features.....................................................................................................................................................................................F.14

Using 48-Key IP Feature Phone II remotely..................................................................................................................................................G.1

Using Esi-Link.................................................................................................................................................................................................H.1

Network numbering..................................................................................................................................................................................H.1

Location Keys...........................................................................................................................................................................................H.1

Programmable feature keys and Esi-Link: an introduction........................................................................................................................H.2

Dialing an Esi-Link location................................ .......................................................................................................................................H.3

Using feature keys with E si -Lin k...............................................................................................................................................................H.5

Other Esi-Link features.............................................................................................................................................................................H.8

ACD agent operation........................................................................................................................................................................................I.1

Programming the agent log-on/off key........................................................................................................................................................I.1

Wrap mode.................................................................................................................................................................................................I.2

LED indicator..............................................................................................................................................................................................I.2

Display indications......................................................................................................................................................................................I.3

While logged on: no DND, monitor mode, call forward, or programming....................................................................................................I.4

Call waiting.................................................................................................................................................................................................I.4

ACD administrator key................................................................................................................................................................................I.5

Analog stations................................................................ ................................ ............... .................................................................................J.1

Caller ID....................................................................................................................................................................................................J.1

Placing calls..............................................................................................................................................................................................J.1

Transferring calls.......................................................................................................................................................................................J.2

Conference calling.....................................................................................................................................................................................J.2

Call waiting................................................................................................................................................................................................J.3

Call hold....................................................................................................................................................................................................J.3

Paging.......................................................................................................................................................................................................J.3

Call pick-up................................................................................................................................................................................................J.3

Voice mail operation from an analog station..............................................................................................................................................J.4

Analog station progr amming ................................ ................................ ................................ ......................................................................J.6

Index

User’s Guide Introduction

Introduction

Acces sin g the ri ch ESI f eat ure set i s sim pl e and ea s y thr ou gh the st raightforward d esi gn of ea ch of th e var i ou s
ESI Feature Phones. Each feature has been designed for ease of use while providing capabilities needed in an
advan ced business phone.

You will be able to learn many of the features by simply using your phone; and this ESI Feature Phone Us er’s
Guide will introduce you to the wi de vari ety of features offered by your ESI Communications Server
use yo ur phone effective ly to achieve maximum benef its.

What it covers

This User’s Guide covers the use of the following with your ESI Communications Ser ver:

• 48-Key Featur e Phone ( D igital and local/remote IP Feature Phone II)

• 24-Key Digit al Fe ature Phone

• 12-Key Feature Phone

• ESI Cordless Handset II (Digi tal, IP, and Remote IP)

• 60-Key Expansion Console and Secon d Expansion Console

• Analog station

How it’s arranged

1

and ho w to

• Section A — Phone illustrations

• Section B — User help

• Section C — User programming

• Section D — Voice mail operation

• Section E — Phone oper ation

• Sections F through K — Special ke ys and f eatures

1

ESI-1000, ESI-600, ESI-200, ESI-100, or ESI-50.

A.1

User’s Guide Introduction

r

l
l

48-Key Feature Phone

The 48- K ey Fe ature Phone has a variety of programmable a nd built-in features. It come s in two versi ons: 48-Ke y
Digital Feature Phone and 48-Key IP Feature Phone II. Additionally, it supports up to two optional Expansion Consoles
(see next page). All ver sions of the 48 - Key Feat ure Phone off er the same basi c feat ur es which ar e descri bed thr oughout
this User’s Guide. The 48-Key Feature Phone’s built-in voice mail features and voice prompts make it easy to program
and use.

PROGRAM

soft feature key

HELP key fo

access to Verba

User Guide

and tutoria

P/UP (pickup) key

(pg. E.15)

(pg. C.2)

(pg. B.1)

Speaker

Status indicator

lamp (pg. D.9)

Volume/scroll keys

ESI-DEX

RECORD key

PAGE key

Fixed feature keys

(pg. E.2)

Microphone for

built-in speakerphone

3-line, 56- c h aracter dis play
(optiona lly bac k li t)

soft feature key
(pg. F.2)

Context-specific
key to select
displaye d options

VOICE MAIL
key (pg. D.1)

(pg. D.7)

30 program m able
feature keys
(pg. C.2)

(pg. E.15)

Hint: On any of these ESI phone varieties (including the Expansion Consoles), you can perform direct

programming by holding down a programmable feature key for at least two seconds (similar to how you

might program a car radio button). This isn’t applicable to the fixed-feature keys which, as their name
implies, are already programmed.

A.2

User’s Guide Introduction

Optional Expansi o n C onsole s f or use with the 48-Ke y Fea tur e P hone

Note: Your Installer or System Administrator must enable Expansion Console support for your extension

before you can use one or both Expansion Consoles.

Your ESI 48-Key Feature Phone can support up to two opti onal Expansion Consoles, for a possi ble total of
120 additional programmable feature keys.

The 60- K ey Ex pansion Console connects directly to the phone, while the Second Ex pan sio n Con sol e
connects to the first Console.

You pr ogram each Expansion Console’s keys ju st as yo u do the programmable feature keys on your ESI
Feature Phone, usin g either direct or traditional programming (see page C.2).

Note: Only one key can exist per extension, feature or operation. If you program a second key for the same

Hint: You may find it easier to write in the names on the overlay before you program the keys and attach the

extension, feature or operation, this automatically erases the first key so programmed, thus making it
available for a new extension, feature or operation.

overlay to the Console.

60 program m able
feature keys
(pg. C.2)
in two banks
of 30 each

Hint: On any of these ESI phone varieties (including the Expansion Consoles), you can perform direct

programming by holding down a programmable feature key for at least two seconds (similar to how you

might program a car radio button). This isn’t applicable to the fixed-feature keys which, as their name
implies, are already programmed.

A.3

User’s Guide Introduction

24-Key Feature Phone

The 24- K ey Fe ature Phone has f eatures similar to those of the 48-Key Feature Phone. However, the 24-Key
Feature Phone is available only as a digital model and do esn’t support IP, ESI’s VIP family of software
applications
built- i n voi ce mai l f eat ures and voice prompt s m ake it easy t o p rogram and use.

PROG/HELP combo key

for phone pr o gra m mi ng

1

, or the Expansion Consoles. As is true for the 48-Key Feat ure Phone, the 24-Key Feat ure Phone’s

ESI-DEX key (pg. F.2)

Speaker

P/UP (pickup) key

(pg. E.15)

(pg. C.2) and access to

Verbal User Guide

and tutorial (pg. B.1)

Volume/scroll keys Status indicator lamp (pg. D.9)

2-line, 32-character display

12 programmable

VOICE MAIL key (pg. D.1)

PAGE key (pg. E.15)

RECORD key (pg. D.7)

Microphone for

Other fixed feature keys

(pg. E.2)

(optiona lly bac k li t)

feature keys (p. C.2)

buil t-in speakerphone

Hint: On any of these ESI phone varieties (including the Expansion Consoles), you can perform direct

1

For information concerning these software applications, see the ESI Web site at www.esi-e stech.com.

programming by holding down a programmable feature key for at least two seconds (similar to how you
might program a car radio button). This isn’t applicable to the fixed-feature keys which, as their name
implies, are already programmed.

A.4

User’s Guide Introduction

12-Key Feature Phone

The 12- K ey Fe ature Phone includes the basic, most commo nly used phone features. This simplified model is
avail abl e onl y as a di git al mo del and doesn’t suppor t IP, ESI’s VIP family of software applications
Expansion Consoles, speakerphone operat ion

2

, or Esi-Dex.

1

, the

Speaker

P/UP (pickup) key (pg. E.15)

PROG/HELP combo key

for phone pr o gra m mi ng
(pg. C.2) and access to

Verbal User Guide

and tutorial (pg. B.1)

Volume/scroll keys

1-line,

16-char ac t er dis p lay

9 programmable

feature keys (pg. C.2)

PAGE key (pg. E.15)

Fixed feature keys

(pg. E.2)

Note: The following features aren’t available on a 12-Key Feature Phone:

• Certain special keys and features (see “Special keys,” page F.1).

• Esi-Dex.

• ACD operation.
Additionally: to use voice mail, conference calling and mute/DND on a 12-Key Feature Phone, you must

program these features into programmable feature keys (see “Prog ra mmable feature keys,” page C.3, and
“Optional features,” page F.14).

Hint: On any of these ESI phone varieties (including the Expansion Consoles), you can perform direct

programming by holding down a programmable feature key for at least two seconds (similar to how you

might program a car radio button). This isn’t applicable to the fixed-feature keys which, as their name
implies, are already programmed.

1

For information concerning these software applications, see the ESI Web site at www.esi-estech.com.

2

The 12-Key Feature Phone doesn’t have a hands-free microphone, and therefore can’t serve as a true two-way speakerphone.

Its speaker plays pages.

A.5

User’s Guide Introduction

ESI Cordless Handset II

ESI’s Digital Cordless Handset II give s you most of the same f eatures found in t he 24-Key Feature Phone, but in
a compact, portable form. Note that it does not hav e the fol l owi ng f eat ur es f ou nd on some ESI de skt o p phon es:
Esi-Dex support (or ESI-DEX key), Caller ID key, Virtual Mailbox Key support, or Verbal User Guide (or HELP key).

Each ESI Cordless Handset II comes with a char ger/ AC adapt er, base stati on, bel t cl i p, battery pack, and wall mount .
Dependi ng o n your i n stal l at io n, your loc at io n may ha v e one or m ore opt i o nal ESI Cordless Handset Repeaters

so you can more easily stay in communication with your ESI system while you travel throughout the facility. If
you are unsure about whether your location ha s this capabi lity, contact your System Administrator.

Two-line, 32-character display;
also incliudes status icons

VOICE MAIL key (pg. D.1)

Other fixed feature keys (pg. E.2)

TALK key

Eight pro gr am m ab l e fe at ur e k ey s (pg. C.2)

A.6

User’s Guide Introduction

Connecting your ESI phone

Depending on which ESI phone you have, use the appropriate diagram (below) to connect it . Each d iagram
represents the panel on the phon e’s und erside.

Note: The “Top of phone” and “Bottom of phone” references in these diagrams show the correct vertical

orientation of the phone — i.e., the part with the display is the top.

12-Key Featur e P hone
24-Key Featur e P hone

• Connects like a basic phone.

• Handset plug s into right-side jack.

• Line cord plugs into left-side jack.

48-Key Digita l Fea tur e P hone

In addit ion to how th e 24-K ey Feat ure Phone connects to
the handset a nd line cord, note that the 48-Key Digital
Featur e Pho ne a ccepts a 60-K ey Ex pan si o n Con sol e
cable (included wit h each Console) whic h uses standard
RJ-11 teleph one connectors.

Connectors on bottom of

48-Key DIgital Feature Phone

48-Key IP Fe atur e P hone II

In addit ion to the details mentioned previously for
the 48-Key Digital Feature Phone, each 48-Key IP Feature
Phone II includes:

• A power supply that is unswitched (i.e., always-on AC
outlet) and plugs into the phone.

• An Ethernet cable, which co nnect s the
phone to a PC (or, if no PC is present , directly to a
router, switch or hub) to achie ve connectivity to a local
area ne twork (LAN).

Note: When the phone is in the highest upright position, use the wall-mount hook located under the handset to

secure the handset when you’re not using the phone.

A.7

User’s Guide Introduction

60-Key Expansion Console connection

Notes: Your Installer or System Administrator must enable Expansion Console support for your extension before

you can use one or both Expansion Consoles.
The 60-Key Expansion Console can be connected to only a 48-Key Feature Phone.
If connecting both a 60-Key Expansion Console and a Second Expansion Console to a 48-Key Feature

Phone, see “Second Expansion Console connection,” page A.9.

1. Unplug the line cord or Ethernet cable from your 48-Key Feature Phone.
If it’s an IP Featur e Phone II wit h a power supply plugged into it, unplug the power supply, too.

2. The 60-Key Expansion Console (right) include s a six-conductor
expansi on ca bl e . Connect one end of the expans ion cab le to the
appropr i at e co nnector on the bottom of the Feature Phone (below).
Then, connect the other end of th e expansion cable to the 60-Key
Expansion Console.

3. To keep c abling out of the way, thread the expansion cable into the
slots on t he bottom of the pho n e a n d 6 0 - Key Ex p a nsion Console.

4. Program the keys on the 60-Key Expansion Console using the same
procedure as with the Digital Feature Phone (pr ess PROGRAM 2).

5. If necessary, remove the clear plastic overlay from the keys on the
Expansion Console.

6. For maxim um convenience, label the paper overlay to show how
the keys are programmed (your Installer or System Administrator can do this with ESI softw are).

7. Install the labeled paper ov erl a y on the 60 - Ke y Ex pans i on Con sol e.

8. Install the clear plastic overla y over the paper overlay, to protect it.

®

9. Use the provided Velcro

tape to attach the left side of the 60-Key Expansion Cons ole to the right side of

the 48-Key Feature Phone.

10. Plug the line cord or Et her n et ca bl e bac k int o yo ur 48-Key Feature Ph on e.
If you unplu gged a power supply in step 1, plug it back in, as well.

Connect or s on bot t om of 48 -K e y DIgi t al Fe at ur e Phon e

A.8

User’s Guide Introduction

Second Expansion Console connection

Notes: Your Installer or System Administrator must enable Expansion Console support for your extension before

you can use one or both Expansion Consoles.
If connecting only one Expansion Console to a 48-Key Feature Phone, see “60-Key Expansion

Console connection,” page A.8.
The Second Expansion Console connects to the 60-Key Expansion Console and cannot connect

directly to the 48-Key Feature Phone (which is the only phone to which you can connect a 60-Key
Expansion Console).

1. Unplug the line cord or Ethernet cable from your 48-Key Feature Phone.
If it’s an IP Featur e Phone I I with a power supply plugged into it, unplug the power supply, too.

2. The Secon d Expansion Console1 includes an expansion

“Y” cable (right)

2

. Lay out the cable across the bac k of
the equipment so that the AC adapter is on l eft an d the
end of the cable is o n the right.

3. Connect the right end of the expansion “Y” cable to the
appropr i at e co nnector on the bottom of th e 48 -K ey
Feature Phone (below).

4. Then, connect the expansion “Y” cable’s middle plug to the 60-Key Expansion Console, t he left plug to
the Second E xp an si on Co ns ole, and t he AC adapter to an app ropriate 110 VAC outlet to provide power to
the Second E xp an si on Co nsol e (above).

5. To keep c abling out of the way, thread the expansion “Y” cable into the slots on the bottom of the phone
and the two Expansion Consoles.

6. Program the key s on the two Expansion Consol es using the same proc edure a s with the Digital Feature
Phone (press PROGRAM 2).

7. If necessary, remove the clear plastic overlay from the keys on the two 60 -Ke y E xpa nsi on Co ns oles .

8. For maxim um convenience, label the paper overlay to show how the ke ys are programmed (your Installer
or System Adm inistrator can do this with ESI software).

9. Install the labeled paper overlays on the two 60-Key Expansion Consoles.

10. Install the clear plastic overla y s over the paper o verlays, to protect them.

11. Use the provided Velcro

®

tape to attach the left side of the 60-Key Expansion Cons ole to the right side of
the 48-Key Feature Phone, and the right side of the 60-Key Expansi on Console to the left side of the
Second Expansion Console).

12. Plug the line cord or Et her n et ca bl e bac k int o yo ur 48-Key Feature Ph on e.
If you unplu gged a power supply in step 1, plu g it back in, as well.

Connect or s on bot t om of 48 -K e y DIgi t al Fe at ur e Phon e

1

It’s physically identical to a 60-Key Expansion Console; consult your Installer if you have trouble determining which one it is.

2

This diagram shows the backs of the Expansion Consoles.

A.9

User’s Guide Introduction

ESI Cordless Handset II connection

Each ESI Cordless Handset II comes with:

• A charger/cradle to charge the Handset.

• An AC adapter for use with only the charger.

• A base statio n to provide a digital interface between the ESI phone system and ESI Cordless Handset II.
This base station is line-powered and thus needs no AC power.

• Wall-mount(s), a belt clip, and a Quick Refer enc e Gui d e.

Base station installation

Due to each site’s unique characteristics, the range and distance information we’ll provide herein is
only approxi mate.

Characteristics that positively affect performance:

• The base station should be install ed so it has a clear line-of-sight wi th the Cordl ess Handset.

• The bas e st at i on a nte nn a sh oul d alwa y s be poi nt ed in i ts up per m ost v er ti cal po sit io n.

Characteristics that negatively affect perf or ma nc e:

• Lar ge amo u nts of met al sh el vi ng ( su ch a s in manuf a ct uring or warehouse ar ea s) .

• Close proximity to (within one mil e of) a radio tower.

• Concrete walls that divide spaces wh ere Cor dless Handsets are u sed (as suming t he base stations are in

one location).

Don’t install the base station:

• Clo se to a wall wi th met al stu ds.

• On a metal wall.

• Next to a device that emits RFI or EMI

fluorescent light fixture, or fax machine.

1

— e.g., a television, ra dio, computer, computer printer,

• In a ceiling that has foil-backed insulation.

• Behind doors that typically are closed, ti nted windows, one-way glass, or other area s that limit or

cut off transmission to the Cordless Handset.

Base stations must be installed at least 10 feet apar t, regardless of whether the base station is for the
small-model or large-model Cor dless Handset. Don’t install more than six base stations in one area
(such as a net work room). C hoose a l ocati on at least 30 feet away if m ore than six base stations are n eeded
in a building.

Note: Your facility may be equipped with one or more optional Cordless Handset II Repeaters. For more

A Digital Cordless Handset II base stati on requires only a line cord to the phone system ; AC power isn’t
needed because the b ase station receiv es power f rom the phone system via the line cord.

An IP Cor dless H andset I I base station re ceive s PoE. If PoE is n’t already being su pplie d, you’ll need to install
the separ at el y pur c ha se d PoE adapter (sold i n five -packs as ESI part # 5000-0437).

Notes: If the PoE equipment plugs into AC outlets and a power failure occurs, all IP Cordless Handsets II on the

Feedback may result if the Cordless Handset is within three inches of an ESI desktop Feature Phone.

information about this, consult your System Administrator or your Certified ESI Reseller.

system will be unable to originate or receive phone calls. Therefore, either: (a.) use an appropriately
sized uninterruptible power supply (UPS) to power all the IP equipment (base station, PoE adapter,
router, etc.) involved in making phone calls or (b.) have a traditional phone available for originating and
receiving analog CO calls.

1

RFI is radio frequency interference. EMI is electromagnetic interference.

A.10

User’s Guide Help mode (Verbal User Guide)

Help mode (Verbal User Guide)

Your ESI phone system ’s Help mode (also called the Verbal User Guide) — a carefully conceived combination
of spoken information, display readouts and even key illumination when appropriate — is a powerful tool to help
you learn how to use the system’s many features.

Notes: As explained on page E.2, each of the two smaller Feature Phones, 12-Key and 24-Key, has a combo

The ESI Cordless Handsets have no access to the Verbal User Guide and, therefore, no HELP key.

PROG/HELP key.

Tutorial

When your station is idle, pre ss HELP, and then follow the spoke n Help menu to:

• Learn how to use t he phon e • Hear a descri ption of how any ke y is use d

• Learn how to use voi c e mail f e atures • Hear a complet e tut or i al on ph on e op erat i on

Help during st ation program ming

T o hear a detailed description of a function you wish to program, press HELP while programming it.

Help during a c al l

Press HELP while on a call and this will place the call on hold, whereupon you can use Help mode to hear a
description of the function you wish to perform. When you exit Help mode, you will be reconnected to the call.

While you are either in Help mode or programming your phone, your station will be temporarily placed in DND
(see “MUTE/DND,” page E.4). Anyone calling your station while you are in DND will be forwarded to your
mailbox (or other destination set by the Installer).

Exiting Help mode

T o exit Help mode, sim ply hang up.

For on-li ne h el p, visit www.esiusers.com.

B.1

User’s Guide User programming: An introduction

User programming: An introduction

Voice prompts will play menu and sub-menu options to access the desired feature. You don't have to wait for the
entire prompt to be played. Therefore, once you’ve become familiar with the prompts (consult “User
programming menu overview,” below), you can q ui ckly set any f req ue nt ly u se d feature.

Program m ing hel p

During any of the programming steps, press HELP to hear a mor e det ail e d de scr ipt i on of the f eat ur e and
relat ed pro gr a mmin g opt i on s.

Exiting pr ogr am m ing mode

To exit programming mode, simply hang up.

User programming menu

Overview

1 Select perso nal greeting

1 Record
2 Delete
3 Hear

2 Programmabl e feat ure key s

(Station keys, line keys, speed-dial keys,
other feature keys)

3 Station options

1 Call waiting/background announce
2 Personal greeting reminder
4 Outside dial tone preference
5 Hands-free answer
6 Message monitor
7 Power-saving mode

4 Station audibles

1 Station ring tone
2 Station ring volume
3 Message ring
4 Secondary ring tone

5 Password

1 Enter
2 Delete
3 Play back
4 Security level

1

6 External message notification

1 Delivery options
2 Phone delivery
3 Pager notification
4 Urgent message
5 ESI Mobile Messaging

1 Active e-mail setting
2 Main e-mail setting
3 Alternate e-mail setting

7 Person al Ca ll Rou tin g

1 ESI Presence Management settings

1 Entry settings
2 Exit settings
3 Quiet time settings

2 ESI Cellular Management settings

1 PIN setting
2 Voice mail setting
3 Cell phone audibles
4 Shared line setting
5 Bluetooth settings

9 Un-delete

2

3

Note: Selections 3, 5 and 6, as well as the background announce function under “Station options” (see page

1

For use with only ESI Cordless Handsets.

2

Available only if your phone system is using ESI Presence Management. If you’re not sure whether it is, consult your System Administrator.

For more information about ESI Presen ce Management, visit www.esi-estech.com/presence.

3

Available only if your phone system is using ESI Cellular Management. If you’re not sure whether it is, consult your System Administrator.

For more information about ESI Cellular Management, visit www.esi-estech.com/BT.

E.12), are not available on a 12-Key Feature Phone.

C.1

User’s Guide User programming: An introduction

1 Select personal greeting

Select t he d esir ed gr e eting — 1, 2 or 3. The system will play the current greeting, followed by prompts to re­record, del et e or he ar agai n — or select the current greeting b y pr essing #.

1 Record personal greeting

Begin recording at the ton e. Press 1 to stop. The new personal greeting automatically replaces the
previous greeting.

2 Delete personal greeting

When prompte d, pres s 2 again to confirm deletion.

Warning: Your mailbox is disabled if no personal greeting exists. Never delete all of your existing personal

greetings before you record at least one new one.

3 Hear current pers ona l greeting

2 Programmable feature keys

There are two metho ds for perform ing programming of your phone’s programmable feature keys:

• Dir ect pr o gramm i ng — Select the key you want to progra m , and hold it down for at lea st two seconds.

This not onl y in i ti at es programming but al so l ets y ou im me diately program that sp eci fi c k ey .

• Traditional programming — Press PROGRAM. The Verbal Help Guide will speak to you, walking you

through the full me nu, dur ing which you can choose the appro priate option.

Direct programming example:

(Continued)

You wish to set one of the keys to dial a co-worker, whose extension is 105. Hold down the key for at
least two seconds. This automatically puts you in feature key programming. Follow the prompts to enter
1 0 5. (This has allowed you to skip two steps — pressing PROGRAM and selecting a menu option —
that you’d have had to perform if using traditional programming.)

C.2

User’s Guide User programming: An introduction



How the programmable feature keys can be set

• Line keys — Programming a line number into a programmable feature key makes it a line key, which
provides the appropr iate lamp informat ion and manual outside-line access.

• Station keys — If you program a programmable feature key with any of the following, it becomes a
station key, providing t he appropriate lamp information and easy access or transfer:

— User extensi ons — Group mailboxes
— Department pilot numbers — Cascade paging mailboxes
— Guest/ info mailbo xes — System speed dial numbers
— Q & A mailboxes

• Speed-dial keys — In addition to programming a programmabl e feature key wi th a system speed-dial
number , you can cr eat e personal speed-dial keys for automatic dialing of frequently called outside
number s. The speed-dial number can be up to 24 characters long. If you program 9 (or 8 or 71–76)
plus a phone number, the programm able feature key becomes a speed -dial key. When you progr am a
speed-dial key, there's no need to insert a pause after the 9 (or 8 or 71–76). Use t he  scroll key to
enter special char acter s for dialing:

– P = Three-second pause
– F = Hook-f lash
– # = # (pou nd) key
–

=  (star) key

Notes: You can also program Location Keys for use with Esi-Link. See page H.1 for more information.
Speed-dial keys cannot be programmed for emergency services, such as 9 1 1.

• Other feature keys — I f you enter a feature cod e, the programmable featur e key will ser ve as an
enable/disable key for t hat fe ature. The Install e r may have pr ogrammed certain stations for accessing
additi onal f eatur es (see “Opti onal fe atures,” page F .14); consul t your S ystem Administrator to
determi n e yo ur ac ce s s.

Keys’ LED activity during programming

Key type and LED indic a t ion

Mode

Currently being programmed and
previously assigned

Currently being programmed and
previously unassigned

Programming mode — Was assigned or
viewed in current session

Assigned in a previous programming session
and not yet viewed in current session

Never assigned and not yet viewed in current
session

Note: Each ESI Cordless Handset has only one LED color — red — with similar blinking rates.

Station key or

Virtual Mailbox Key

Flashing red Flashing green Flashing amber

Flashing red Flashing red Flashing red

Blinking red Blinking green Blinking amber

Solid red Solid green Solid amber

Off Off Off

Line key

Feature key

or speed-dial key

C.3

User’s Guide User programming: An introduction

3 Station optio ns

The station optio ns su b- m en u (PROGRAM 3) lets you acti vate or deact i vat e s eve ral features your stati on
can provide. At each option sub-menu, 1 enables the optio n and 0 dis a ble s it. (E a ch opti on l isted below is
explained elsewhere in this manual, a s noted.)

1 Call waiting/background announce

See page E.12 for call waiting and page E.12 for background announce.

Note: Background announce is not available on a 12-Key Feature Phone.

2 Personal greeting re minder

See page F.10.

3 Headset operation

See page F.10.

Note: Not available on a 12-Key Feature Phone.

4 Outside dial tone preference

See page F.13.

5 Hands-free answer

Note: With an ESI Cordless Handset, use of this feature requires a headset.

See page E.3.

Note: Not available on a 12-Key Feature Phone.

6 Message monitor

See page F.10.

Note: Not available on a 12-Key Feature Phone.

7 Power-saving mode

Note: Applicable to only an ESI Cordless Handset.

Allows yo u to ena bl e or di sable an ESI Cordless Hand s et ’s p o wer-saving mode. Ena bl i ng t his mo de he lp s
achiev e full b att er y lif e. Ho we ver, if full-ti me status monitorin g i s requi r ed, you ca n dis a b le t his m ode. In
power-savin g mode, the phone syst em blocks all status updates
Handset has been idle for 30 seconds. Pressin g the Cordless Handset’s keys or receiving an incoming cal l
on it will discontinue power-saving mode.

Note: When the handset has received no calls or status updates1 for five minutes, the Cordless Handset

enters deep-sleep mode. During it, the display is blank and the LEDs don’t light up. If the system
sends any updates to the Cordless Handset, it will discontinue deep-sleep mode.

1

to the Cordless Handset when the

1

For example: If you have a programmable feature key set as a station key for someone’s extension, the system updates your Cordless Handset

based on that extension’s current status (busy, idle, do-not-disturb, or — with optional ESI Presence Management — off-premises).

C.4

User’s Guide User programming: An introduction



4 Station audibl es

The station audibles programming pr ovides contro l of the following audible item s.

Note: Only the third setting, message ring, is applicable to the ESI Cordless Handset.

1 Station ri ng t one

You can select from six possibl e tones to help distinguish it from other nearby ringing phones.
Press

2 Station ri ng v ol um e

Press  or  t o set t he desired ri nger volume (range: off to high), then press # to accept it.

or  to select a tone, then press # to accept it.

Note: (48-Key and 24-Key Feature Phones only)

If the ringer volume is turned off, the status indicator lamp will not “flutter” when an incoming or
recalled call is presented to the phone (see “Status indicator lamp,” page D.9).

3 Message ring

When enabled, this feature will periodically generate a short ring tone at your station as an additional alert
that you ha ve ne w messa ge s.

Your phone has a secondary ring tone you’ll hear (if your phone system has been programmed
accordingly by your Inst aller) when c all waiting occurs — i.e., a secon d call rings in for you while y ou’re
already on another one — on live-ring calls. The following two param eters let you adjust how it sounds.

5 Password

1 Enter new password

Your password may co nsist of 2–8 digits followed by # (0 cannot be the first digit). Entering only 0 as the
password will turn off the password requirement.

2 Delete current password

Resets the password to the default password.

3 Play back current password

Displays and plays back the current password.

4 Password security level

Selection Result

0 No password required for access from any phone
1 Password required only for remote access, either off-premises or from other stations within the system
2 Password always required

C.5

User’s Guide User programming: An introduction





6 External message notification

Note: To use this feature, a 12-Key Feature Phone must have a voice mail key assigned.

1 Delivery options

1 Delivery to phone number only

2 Notify pager only

0 No off-premises deli very

2 Phone delivery

1 Enter phone number

Enter the phone number (24 digits, maxim um ) followed by #. Do not include an outside line access
code (i.e., don’t add 9, 8 or 71–76) before the number.
Use the  scroll key t o enter speci al char acter s; use t he
the scroll keys to view the number after it’s saved. To change the number, you must delete it an d then
re-ent er it as d esired.

2 Delete phone number

Delete s the cur r ent l y pr o gramm ed p ho ne nu mb er.

scroll ke y to backspace. You also ca n use

3 Display current phone number

Displays the currently programmed pho ne number.

3 Pager notification

1 Enter pager number

Enter the pag er number (24 digits, maximum) followed by #. Do not include an outside line access
code (i.e., don’t add 9, 8 or 71–76) before the number.
Use the  scroll key t o enter speci al char acter s; use t he
the scroll keys to view the number after it’s saved. To change the number, you must delete it and then
re-ent er it as d esired.

2 Delete pager number

Deletes the currently programmed pager number.

3 Display current pager number

Displays the currently programmed pager number.

(Continued)

scroll ke y to backspace. You also can use

C.6

User’s Guide User programming: An introduction

4 Urgent message activation

1 Urgent messages only

Only urgent messages will be delivered.

Note: Remember to say in your personal greeting that callers should press 2 to mark a message as

urgent. (For more on personal greetings, see page D.1.)

2 All new messages

Any new message will be delivered.

5 ESI Mobile Messaging options

Note: This feature is available only if your ESI system is using ESI Mobile Messaging. If you’re not sure

1 Active e-mail settings

2 Main e-mail settings

3 Alternate e-mail setting s

whether it is, consult your System Administrator

C.7

User’s Guide User programming: An introduction

7 Personal Call Routing

1 ESI Presence Management settings

For addit io n al det ai l s, co n sult the ESI Presence Management User’s Guide (ESI part # 0450- 0 793) .

Note: This function is available only if your phone system is using ESI Presence Management. If you’re

1 Entry settings

1 Select pers onal gr eeting
2 Set message d elivery

2 Exit settings

1 Select pers onal gr eeting
2 Set message d elivery

3 Quiet time settings

1 Select day
2 Select quiet “on” time
3 Select quiet “off” time

not sure whether it is, consult your System Administrator. For more information about ESI
Presence Management, visit www.esi-estech.com/presence.

2 ESI Cellular Management settings

For addit io n al det ai l s, co n sult the ESI Cellular Management User’s Guide (ESI par t # 045 0-1189).

Note: This function is available only if your phone system is using ESI Cellular Management. If you’re

1 PIN sett ing
2 Voice mail setting
3 Cell phone audibles

1 Ring tone setting

2 DTMF playback setting
4 Share d line setting
5 Bluetooth settings

1 Cell phone pairing

2 Delete setting

3 Cell phone line setting

4 Auto-Connect setting

not sure whether it is, consult your System Administrator. For more information about ESI Cellular
Management, visit www.esi-estech.com/BT.

9 Message Recycle Bin (un-delete)

The most recently deleted message will be played first. Press 9 to move to the next message. Press 8 to
restor e the m ess a ge t o your mai l bo x as a new me ss age.

C.8

User’s Guide Voice mail operation

Voice mail operation

Your phone system provides accurate and timely messages. Others will become more comfortable leaving you
voice m essages if you promptly r etrieve and respon d to your messages.

VOICE MAIL key

For dire ct ac ce s s to all voice mail featur es, suc h as pi cking up messages or tra nsf er ring directly to mai l bo xes:

• On a 48-Key or 24-Key Feat ure Phone — Use the blue VOICE MAIL key. It will blink when e ver yo u ha ve
one or more new messages, and the display will show you how many new and old messages are stored for
you on the ESI phone system.

• On a 12-Key Feature Phone — Assign key code 579 to a progr am m able featur e key (s ee “Programma ble
feature keys,” page C.2, and “Opt ional features,” page F.14). Until thi s has be en do ne for your phon e,
your mai lbox is disabled. (When you try to access a disabled mailbox, the system will notify you that it’s
disabled.) You still can retrieve previously left messages and access user programming, but the mailbox
won’t be able to receive ne w voice messag es. Therefore, to enable the mai lbox, assign key code 579 to a
programmable featur e key.

• On an ESI Cordless Handset, use t he blue-outlined VOICE MAIL key. The display , direct ly ab ov e the

VOICE MAIL key , will show an “envelope” icon when you have one or more new messages.

Personal greetings

T o program your personal greet in gs , press PROGRAM 1. Initially, your mailbox has a generi c greeting: “You
have reached the mailbox for ext ension xxx. Dial 0 to reach the operator or be gin recording at th e tone.” You

can record up to three different personal greetings in your own voice indicating your availability to return calls.

Examples

Sample greeting 1:

Sample greeting 2:

Sample greeting 3:

(Continued)

Hi, this is [name]. I’m away from my desk or on the phone right now; so please either dial zero to reach
our operator, or leave me your name, number and message at the tone and I’ll get back to you as soon
as I can.

Hi, this is [name]. I’m out of the office. You may dial 1 2 2 now for my assistant or, if you prefer, you may
leave me a voice message at the tone — I’ll check in regularly — or, if it’s important, either dial 4 now to
reach m e on my cell phone or dial 2 no w to leave me an urgent message that will page me automatically.1

Hi, this is [name]. I’m away from my desk at the moment. To have me paged, dial 3 now.To reach the
operator, dial zero. Otherwise, leave your name and phone number at the beep so I can return your call.1

1

These sample greetings refer to certain features which may not be activated for your extension; consult your System Administrator for additional

information, if necessary.

D.1

User’s Guide Voice mail operation

Dependi ng o n auto at t end a nt usa g e and your per so nal pr ef erences, you may wish to include one or more of
these options in yo ur pers onal greeti ngs (each option must be pressed d uring greeting pla yback, before the
beep, to be act ivated):

Option Instruction

0 To reach the operator
1 To skip directly to the record tone (or “beep”)
2 To mark this message as urgent (see “Urgent messages,” page D.9)
3 To page (internally) the person for whom the caller is leaving a voice mail message
4 To perform off-premises “reach-me” (see “Off-premises ‘reach-me,’” page D.3)1
8 To the main greeting (if your system is using the auto attendant)

XXX An extension number of another user

Note: Option 3 is available only when personal greeting 3 has been recorded; and option 4 is available only

when personal greeting 2 has been recorded..

You can chang e any personal greeting as often as nece ssary, by just recording over a previously recorded
personal gr eeting.

Warning: DON’T delete all of your personal greetings; make sure at least one always remains. Deleting all the

greetings not only doesn’t revert to the initial default greeting, it also will turn off your mailbox.

Personal greeting keys

You can program a programmable f eature key as a personal greeting key for any one of the three personal
greetings (see page F.16). Once created, this shor tcut can then be used to activate the asso cia ted personal
greeting (the key’s LED will glow green and the greeting played as confirmation).

Note: To re-record this greeting, press RECORD while the confirmation is playing and follow the prompts (on a

12-Key Feature Phone, which has no RECORD key; press PROG/HELP 1 3 1 from id le).

Leaving messages . . .

If you call an other station that i s DND, bu sy or do es not answer — or if you call a special mai lbox (such as a
guest or group mailbox) — you will be transferred to the mailbox. You can skip the mailbox’s personal greeting
by pressi n g 1; this takes you directly to the record tone.

. . . directly in another user’s mailbox

The procedure for going directl y to another user’s mailbox2 without ringing hi s/her e xtension depe nds upon
whether you have that user’s extensi on set as one of your station keys:

• If you do, press VOICE MAIL and then the person’s station key.

• If you don’t, press VOICE MAIL and TRANSFER and then dial the extension number.

Either will connect you directly to that user’s personal greeting.

. . . in several users’ mailboxes using a Quick Group

You can leave a direct message i n several users' mailboxes at t he same time by pressing VOICE MAIL and
entering the desired extensions — thus creating a Quick Group. You can also move messages or recordings
to a Quick Group in the same manner. A Quick Group can c ontain up to 65 extensions, including those within
a department. To enter each exten sion into a Quick Group, use your ESI phone’s dialp ad or pr ess a
program mable feature key to which the extension has been assigned.

Note: If you have a department programmed as a station key, pressing VOICE MAIL and then the

1

If your syst em is u sing E SI Pres en ce Man age me nt , c on sult the ESI Presence Management User’s Guide (ESI part # 0450 -0793) to learn about

additional, special functionality that may be available to you. If you’re not sure whether your system is using
ESI Presence Management, consult your System Administrator. For more information about ESI Presence Management,
visit www.esi-estech.com/presence.

2

You also can leave messages in mailboxes (such as guest mailboxes) that don’t have extensions associated with them.

department’s station key will leave a message for all members of the department.

D.2

User’s Guide Voice mail operation

AutoPage

This feat ur e let s y ou ha ve o utsi de c al lers inter nally page you after they’ve been forwarde d to y our voi c e m a i l b o x
and are listeni ng t o your personal greet ing ( see “Personal greet i ngs,” page D.1). You must have perso nal
greeti ng 3 sel ect ed and it must tell callers to press 3 for this feature. If the caller di als 3 duri ng t he per s onal
greeti ng, he/she is placed on hold; th e system then pages you by name, followed by the phrase “You have a call
on line” and the line on whi ch the call is on hold (e.g., “John Doe, you have a call on line 21”). If you don’ t answer
the page within a pr ogrammed interval, the caller is forwarded ba ck to your ext ension/voic e m ailb ox.

Note: This feature is active if your administrator authorizes your station for it, you have set your mailbox to play

personal greeting 3, and a directory name is recorded for your station.

Sample personal greeting 3 for AutoPage:

“Hello. This is Rick. I’m current ly unable t o recei ve your call. To have me page d throughout t he buil ding,
please pr e ss 3 now. Otherwise, plea se leave me a mes sage af ter the tone an d I will return your call as soon
as possible.”

Moving and deleting a message

When you move a message, the syste m accesses another submenu t o deter m ine whether you want to move
and delete a message, or move and s ave it. After you press 6 to move a message, the prompt will ask whether
you wi sh to:

• Move t he message but also save a co py of it in your voic e mail box

or

1

• Move the message and delete it from your mailbox.

Off-premises “reach me”

After a caller has been forwarded to your voi ce mail box and i s listening to your person al gre eting, this feature
gives the caller the choice of being forwarded to a number outside the system — i.e., a regular phone number
rather than an extension.

Note: This feature is activated only if your System Administrator enables it on your station.

T o use this feature, foll ow these steps:

1. From your ESI Feat ur e Pho ne, pre ss PRO G RAM 6 2 1 and ent er the telephone number to which you
want calls for warded when you’re off-premises.

2

2. Record and acti vat e p ers on al gr eet i ng 2. Be s ure t o tell the c aller to press 4 dur ing the greeting to be
conne cted to your alternate phone. (S ee the sample greeting, below.)

When you receive a call forwarded in this fashion, you’ll be prompted to “ press a ny key” to accept t he call.
If you don’t answer the call, th e caller is returned to yo ur voice mailbox on the ESI phone system. Off-premise s
“reach- me” i s available on guest mailboxes, as well.

Sample personal greeting 2 for off-premises “reach me”:

“Hello. This is Rick. I’m currently out of the office. To attempt to reach me on my mobile phone, please press 4
now. Otherwise, please leave me a message after the tone and I will return your call as soon as possible.”

1

This feature is activated only if the Installer enables it on your system.

2

This is also the same number used for message notification phone delivery (see “Off-premises message delivery,” page D.8).

D.3

User’s Guide Voice mail operation

Message retrieval

Message(s) waiting display

If you have at least one new message, the VOICE MAIL key will blink (on a 24- or 48-Key Feature Phone)
and your display will show the number of new and old messages in your mailbox.

1

On an ESI Cordless Handset, an “e nvelope” icon on the display als o appears when you have at least one
new messa ge.

Note: Message status information (shown in the example above as NEW 3 OLD 1) appears on a 24-Key or

48-Key Feature Phone only when new messages exist.

Retrieving voice mail messages from your ESI Feature Phone

1. Press VOICE MAIL.

2. Enter your password if required (you may change the requi rement for a passw ord in user pr ogramming
menu 5; see "Password,” pa ge C.5).

3. The ESI phone system will start playback of messages with the oldest new message and continue until
all messages are played. The dis play will show the or igination of the me ssage, the countdown duration
of the message, whether new or old, and the time/date of when the message was left.

Cordless
Handset or
24-Key
Feature Phone

4. At the end of each messag e, the ESI phone system prompts you f or instructions ( see the chart, “Keys’
functions during voice mail message retrieval,” next page). Once you’ve learned these prompts, you
can proceed more ra pidly by pressing one of t he appropriat e keys any time duri ng a message or d uring
a prompt.

5. To exit play back of mes s ag es, si m pl y han g up yo ur pho n e.

48-Key
Feature Phone
(also shows
running playback
time in reverse)

Note: If you hang up during playback of a message, the system saves that message as new and all

1

A 12-Key Feature Phone will display only the date and time.

others not deleted.

D.4

User’s Guide Voice mail operation



New message skip

When listening to new messages, press 9 twice (wi thin two sec o nds) t o save a message as new. This
message will be played again as a new message the next time you access your voice mail.

Note: When you press 9 once to save the message as old, there is a short delay before the system tells you it

has sa ve d the message. To bypass this delay after pressing 9, just press # to hear the next message.

Keys’ functions during voice m ail m essage retrieval fr om an ES I Featur e P hone

Key Function name Description

1 Pause Pauses for one minute or until you press 1 again.
2 Time and date/

number toggle

3 Reply Replies to the originator of a message (possible only if message came from another

4 Back up

(rewind)

5 Fast forward Advances playback 4 seconds for each key-press.

6 Move Moves a copy of the message to other users’ mailboxes.

7 Delete Deletes the message from the mailbox (see “Message Recycle Bin,” page D.9).
8 Fast-forward Fast-forward to end of message.
9 Save Saves the message (it will play as an old message the next time you

9 9 Save as new Skips over a new message and leaves it as a new message (i.e., it will be played as a

REDIAL Auto-callback Exits your mailbox without erasing the message, and then automatically dials

Toggles the bottom line of the display between the message’s time/date and the

1

caller’s number.

(Not available from an analog phone or off-premises location.)

user in the system). Record you r rep ly at th e to ne and then p ress 1 to st op , a fter which
the system returns you to your mailbox and the message to which you were replying.

• If press ed during message playback, rewinds 4 seconds for each key-press.

• If press ed after the playback has finished, returns to beginning of message.

(Not available from an analog phone or off-premises location.)

You may move the copy with or without an introduction.
After the move, the system returns you to your mailbox and the original message.

retrieve messages). [See also the Note above this table.]

new message the next time you pick up messages). You must press the 9 key twice
within two seconds.

the number.

2

(Not available from an analog phone or off-premises location.)

ESI-DEX Store If Caller ID is present, saves to your Personal Dex for later use.

#

Leave
a message

Check
other box

(Not available from an ESI Cordless Handset, 12-Key Feature Phone, analog phone,
or off-premises location.)

Lets you record a message in one or more mailboxes. At the prompt, enter the desired
mailbox number. Press # and then enter up to 65 mailbox numbers, using the phone’s
dialpad and programmable feature keys. Mailboxes in a department count toward the
maximum of 65.

Checks messages in another mailbox (may require a password, depending on the
mailbox’s setting; see “Password,” page C.5).

Retrieving voice mail messages using another user’s ESI Feature Phone

1. Press VOICE MAIL and then .

2. Dial your exten sio n num ber.

3. Follow the proc edures d escribed in “ Retrieving voice mail messages from your ESI Feature Phone”
(page D.4).

1

Applicable to 24-Key Feature Phone only.

2

A local call may not be dialed correctly depending on the limitations of the local dialing plan. You may need to dial some of these calls manuall y.

D.5

User’s Guide Voice mail operation









Virtual Ma ilbox Key

(Not available on ESI Cordless Handset or 12- Key Feature Phone.)

If you frequently pick up your messages from another user’s ESI Feature Phone or have others help pick up
your mes sage s, you may wa nt to pr o gra m a pro gram m abl e fe a t ure ke y on that ph on e as a Virtual

Mailbox Key

connect to your mailbox. This feature does not affect your ability to pickup messages from your own phone.

™

for your mailbox. When you have new messages, the key will blink, press it to automatically

Note: Assign to the programmable key the following — VOICE MAIL  and then either your extension

number or your voice mailbox number (see “Programmable feature keys,” page C.2).

Retrieving messages from an off-premises location

You can pick up messages wh en away from the off ice or from an analog station. Since th e display is n ot
available to you, message handling will operate slightly differently.

To retrieve your message from a remote location:

1. If the auto att e nd ant’s main gre et i ng an sw ers y our call, press
operator or another user answer s your call, have the person tra nsfer you (by pressing VOICE MAIL
and then pressing your station key [or entering your mailbox number] and hanging up).

2. If required, enter your password.

3. The ESI phone system will announce the number of new and old messages, and will start playback of
messag es st ar ti n g wit h the ol dest n ew mes sag e and c ontinue until all mes sag es a nd rec or di n gs ha ve
played or you pre s s

to disconnect.

For more information, see page C.6.

Functions available during off-premises voice mail message retrieval

Key Function Description

2 Hear time/date Pauses the message, plays the time/date when the message was left and resumes.
3 Reply Replies to the originator of a message (possible only if message came from another

4 Back up

(rewind)

5 Access user

programming

user in the system). Record you r rep ly at th e to ne and then p ress 1 to st op , afte r which the
system returns you to your mailbox and the message to which you were replying.

• If press ed during message playback, rewinds 4 seconds for each key-press.

• If press ed after the playback has finished, returns to beginning of message.
Access certain user-programmable features.

Note: Fast forward is not available from a remote location.

and enter your mailbox number. If the

7 Delete Deletes the message from the mailbox (see “Message Recycle Bin,” page D.9).
9 Save Saves the message (it will play as an old message the next time you

9 9 Save as new Skips over a new message and leaves it as a new message (i.e., it will be played as a

8 Main greeting Goes to the main greeting.
0 Operator Transfers you to the operator.

#

Leave
a message

# To other mailbox To leave a message in another user’s mailbox.

Disconnect Disconnects you from the system. Always press  before hanging up (if you press it

retrieve messages). [See also the Note above this table.]

new message the next time you pick up messages). You must press the 9 key twice
within two seconds.

Lets you record a message in one or more mailboxes. At the prompt, enter the desired
mailbox number. Press # and then enter up to 65 mailbox numbers, using the phone’s
dialpad and programmable feature keys. Mailboxes in a department count toward the
maximum of 65.

during message playback, the system will save the playing message and any other
currently unsaved messages in your mailbox).

D.6

User’s Guide Voice mail operation

Live recording

(Not available on 12-Key Featur e Phone. )

Note: To use this feature on an ESI Cordless Handset, it must have a programmable feature key set for key code

To begin recording both sides of the conversation during a call, press RECORD. Recording will continue until either
you press RECORD again, the call is completed or the maximum recording length

582. (See “Optional features,” page F.14.) It then functions like the RECORD key described herein .

1

is reached (default is 10
minutes). To resume recording, you must press RECORD again. During re cording, the RECORD LED will
“flutter” (blink rapidly) green and RECORDING will appear on the display.

Note: The I nstaller may have programmed your system to insert a short tone every 15 seconds while recording.

You can record any conversatio n, including a conference call2 or service observing call (see “Service ob serving,”
page F.15). You also can make a personal recording — useful for recording personal reminders, in office
conversati ons or meetings — by lifting the hands et or pressin g SPEAKER and then pressing RECORD. Internal
dial tone will stop and recording of your station will begin until either RECORD is press ed again or you hang up,
whichever occurs first.

Note: Interruptions in conversation may compromise the quality of the recording.

Quick Move™

The Quick Move feature is perfe ct for use by a r eceptionist or, indeed, anyone who rec eives a call that would
be more appropr iate for one or more other currently unavailable c o-workers (for whom you have pr ogrammed
station key s on your phone). Let’s s ay someone calls and wants t o speak to one of your co-workers. You say
that the co-worker isn’t there now but you’ll be happy to let the caller leave a voice message. However, the
caller protests that he doesn’t “ want t o talk to a recording” and wants you to write down t he message. Worse,
you know that some of your other co-workers will want to hear what this caller has to say.

But here’s all you h ave to do: just press RECORD and then, while recording (and “taking down” the message,
as far as the caller knows), press the stati on keys for those to whom you wish to Quick Move the message.
You can do this for as many stations as you have station keys programmed on your phone.

Each designated user's mailbox will receive the recording as a new message, but your mailbox will not ha ve
the recor di n g. Thi s fe at ur e sav e s you a num ber of ste ps — i.e., you won’ t need to access your mai lbox and
move t he recording and delete the recording from your mailbox.

Playback of recordings

If you have recorded conversations, they will play after your old messages, or you can access them directly
by pressi n g VOI CE MAIL, RECORD. This will play back the recordings, starting with the newest recording.
Recordings c an be h andled just like ot her messages.

1

Adjustable by only the Installer.

2

Upon playback, a recording of a conference call can sound garbled if more than one person at a time is speaking.

D.7

User’s Guide Voice mail operation

Off-premises message delivery

T o program this, pr ess PROGRAM 6.

Introduction

The ESI phone system can be programmed to deliver messages t o an off-premises phone and/or to page
you when your voice mailbox receives a messag e . You can set the phone number (cell phone, home number,
another ext ension, etc.) and the pager number. You can further set the system to deliver only messages
marked as urge nt (see "Urgent messages,” page D.9).

The administrator can also set for your station the:

• Number to be called or paged

• Delay period

• Number of attem pt s

• Interval between attempts (in incre m ents of 30 minutes)

• "Quiet period” which suspends message delivery for late night, etc.

If you have programmed both an off-premises delivery number and a pager number, the system will prompt
you to choose one of the following delivery options:

• Phone-only

• Pager-only

• Phone, then pager — Att em pts phone delivery until the maximum number of attempts has been tried,

then follows paging programming.

• Phone and pa ge at t he same time

• No off-premises delivery

Note: If your system is using ESI Presence Management, your ESI Presence Management-related settings

(PROGRAM 7 2 ) will supercede your settings here. Consult the ESI Prese n ce Managem ent U ser’s Gu ide
(ESI part # 0450-0793) to learn more about this information, and about additional, special functionality
that may be available to you. If you’re not sure whether your system is using ESI Presence
Management, consult your System Adm ini st ra t or. For mor e in f o rma t i on about ESI Presence Management,
visit www .esi-estech.com/presence.

Message delivery

. . . To a phone

Whenever your mailbox rec eives a new/urgent message (see "Ur gent messages,” below), the system will
call t he number that you have pro grammed and play the prompt : "You have mess ag es. Pl ea se enter your
password.” The prompt will repeat three times before the system assumes that no one has answered (i.e.,
because it has "heard” no password) and disconnects.

Upon answ eri n g, enter your password (i f yo u ha ve set y our pa ssword opti on s for no p as swor d, you m ust
enter 0 as your pas sw ord) .

Warning: A “” response instead of the password will cause the system to suspend calling you until it receives

You will then be connected to your mailbox and can proceed with normal remote operation (see
"Retrieving voice mail m essages from an off-premises lo cation,” page D.6).

the next new/urgent message.

D.8

User’s Guide Voice mail operation

. . . To an external pager

You can program pager notification to operate either as the sole notification met hod or in conjunction
with phon e delivery.

You can have the system call and act ivate your e xternal pager whenever the first new/ur gent message is
left in your mailbox and repeat the page (at the interval programmed by the administrator) until all new
messages have been retrieved.

Note: You can toggle the feature on or off in user programming (PROGRAM 6 1).

Refer to page C.6, opt ion 6 (“Ext ernal me ssage notification”), for specific menu selecti ons.

Urgent messages

You can have all new messages delivered or choos e to have only urgent messages delivered. If you have
enabled the urgent message feature as part of user programming (PROGRAM 6 4), you must i ncl u de, i n yo ur
personal gr eeting, instructions for the caller to press 2 to mark the message as urgent. (See “Examples:
Sample greeting 2” u nder “P ersonal greet ings” on page D.1.) If you have new, urgent messages, your VOICE
MAIL key's LED will "flutter” (blink rapidly) and, when you retrieve your messages, the system will play urgent
messages ahead of other new messages.

Message Recycle Bin (un-delete)

The ESI phone system stores your most recently deleted 10 messages i n a Message Recycle Bin to allow you
to recover , or "un-delet e,” messages that may have been d e leted in error .

You acc ess the Message Recycle Bin through user programming (PROGRAM 9). Press 9 to advance through
deleted messages. Press 8 to restore a message to your mailbox as an old m e ssage.

Status indicator lamp

(Not on ESI Cor dless Handset or 12-Key Feature Phone.)

The red status indicator lam p, located at the top of a 24-Key or 4 8 -Key Feature Phone, indicates
three conditions:

• Phone is off-hook — Light gl ow s sol id r ed.

• Phone is ringing — Light “flutters” continuously.

Note: The light won’t “flutter” if the ringer volume is turned off.

• Phone h as at least one new voi ce mail message — Li ght blinks.

For example, if a us er is we aring a headset, it can be difficult to know wheth er he/s he is on a call. Therefore, ju st
look at the status indicator lamp — if it’s glowing solid red, the person is, indeed on a call.

Note: If more than one of these three conditions is true at the same station, the status indicator lamp will behave

according to the following priority: off-hook, then ringing, then new voice mail. Here’s an example. You have
a new voice mail message waiting, which makes the status indicator lamp blink. However, if the phone
begins to ring, the status indicator lamp will “flutter” continuously because ringing has a higher priority than
new voice mail; and, if you then pick up the handset or press SPEAKER to take the call, the status indicator
lamp glows solid red because the off-hook condition has the highest priority of the three conditions.

D.9

User’s Guide Voice mail operation

Setting up ESI Mobile Messaging

Programming e-mail addresses and .WAV attachment settings

Note: In order for you to access the Mobile Messaging settings described in this section, this feature must first

You can choose up to two e-mail destinat ion addresses — called Main E-Mail and Alternate E-Mail — to
which the ESI system will deliver an e-mail notification whenever you receive a new voice mail message.

be enabled for your extension or guest mailbox by the System Installer or Administrator.

1

Also, f or each destination address, you can choose whether to receive a .WAV file att achment from each new
voice mail message.

Example: You might choose to receive attachments remotely while using the Alternate E-Mail setting, but not to

receive attachments while using the Main E-Mail setting when in the office — or vice versa, depending
on your needs and broadband access when away from the office.

• Main E-Mail — This is your primary e-mail address. It ’s where yo u wish to receive most, or al l, of the e-

mailed notificati ons fr om new voice mail mess ages.

• Alternate E- Mail — This is a sec o ndary e-mail address at which you can receive e-mailed notifications of

new voice mail messages.

You may use th e same e- mail address for both the Main E-Mai l and Alternate E-M ail settings. (For most
users, this probably will be the case; but the Alternate E-Mail setting gives you added flexibility.)

It’s necessary, first, to program into the ESI system an e-mail address for each of these two settings. Y ou will
accomplish this by using your ESI Featur e Phone.

User programming settings for Mobile Messaging

Note: The 48-Key Feature Phone has a dedicated PROGRAM key. If performing this programming with a

24-Key Feature Phone, press PROG/HELP whenever the instructions tell you to press PROGRAM.

(Don’t perform this programming with a 12-Key Feature Phone or Cordless Handset.)

In this section, you’ll learn:

• How to switch your extensi on (or guest mailbox) between its Main E-Mail and Alternate E-Mail settings.

• How to program the destination address for each.

• How to select whether to include voice mail messages as .WAV attachments for each setting.

Keys pressed Item

PROGRAM 6 External message notification
PROGRAM 6 5 Mobile Messaging options
PROGRAM 6 5 1 Active E-Mail destination
PROGRAM 6 5 2 Main E-Mail destination
PROGRAM 6 5 3 Alternate E-Mail destination

First, some quick definitions:

• The Active E-Mail destination setting lets you c h oose t he destinati on (either Main E-Mail or Alternative
E-Mail) for e-mail ed notifications when you receive new voice mail messages.

• The Main E-Mail and Alternate E-Mail de stination settings let you program the Main E-Mai l and
Alternate E-Mail addresses, and — for each — select whether to include a .WAV attach m ent with each
e-mail e d noti fication of a new voice mai l me ss age.

Note: Programming of the ESI Mobile Messaging parameters also can be accomplished through the use of

VIP or ESI Personal Programmer. (These applications are mutually exclusive.)

1

Although you can set up two destination e -mai l addre sses (Main and Alternat e), the system will use only one at a time.

D.10

User’s Guide Voice mail operation





Active E-Mail destina tion for your extension

On your ESI Feature Phone:

1. Press PROGRAM 6 5 to reach the Mobile Messaging options.

2. Press 1 to reach the Active E-Mail setting. Then . . .

If currently set for . . . . . . to switch to . . . press . . .

Main E-Mail Alternate E-Mail 1 and then # to confirm
Alternate E-Mail Main E-Mail 0 and then # to confirm

[To keep your current setting] # to confirm

3. Either (a.) hang up (or press RELEASE) to compl ete programming or (b.) skip to step 2 of “Main
E-Mail and Alternate E-M ail settings for your extension” (next item).

Main E-Mail and Alternate E-Mail destinations for your extension

On your ESI Feature Phone:

1. Press PROGRAM 6 5 to reach the Mobile Messaging options.

2. Press either:

• 2 to rea ch the Main E-Mail destination setting.
. . . or . . .

• 3 to rea ch the Alternate E-Mail destination s etting.

3. Enter a destination address to which the ESI system will send notification e-mail s when using
the setting you sel ected ( Main E-Mail or Alternate E-Mail) i n step 2. You m ay enter up to 64
characters for this dest ination addr ess.

T o enter each character, press the appr opriate key on the Feature Phone’s dialpad until the
desire d ch ara ct er i s dis pl ay ed, a nd the n pr ess # to enter the character. Exceptions include:

• To enter the “@” char act er, press # #.

• To enter a dot (period), dash, or underscore, press 0 (zero) #.

• To back up t o a previ ously entered character, use the left s croll key (

).

4. To confirm the address, press # once more.

5. Select whether to include a .W AV attachment with each e-mail notification while in the setting
you selected in step 2, by pressing either:

• 1 to include the attachment.
. . . or . . .

• 0 not to inclu de the attachment.

6. Hang up (or pres s RELEASE) to complete progr ammi ng.

Active E-Mail destination for your guest mailbox

On your ESI Feature Phone:

1. Press PROGRAM

2. Enter th e number, followed by the password, of the guest m ailbox you wis h to program.

3. Press PROGRAM 5 6 5 to reach the Mobile Messaging options.

4. Press 1 to reach the Active E-Mail setting. Then . . .

If currently set for . . . . . . to switch to . . . press . . .

Main E-Mail Alternate E-Mail 1 and then # to confirm
Alternate E-Mail Main E-Mail 0 and then # to confirm

5. Either (a.) hang up to complete pr o gram m in g or (b.) skip to step 2 of “M ain E-Mail and Alternate
E-Mail settings” (next item).

.

[To keep your current setting] # to confirm

D.11

User’s Guide Voice mail operation





Main E-Mail and Alternate E-Mail destinations for your guest mailbox

On your ESI Feature Phone:

1. Press PROGRAM

2. Enter th e number, followed by the password, of the guest m ailbox you wis h to program.

3. Press PROGRAM 5 6 5 to reach the Mobile Messaging options.

4. Press either:

• 2 to rea ch the Main E-Mail destination setting.
. . . or . . .

• 3 to rea ch the Alter nate E-Mail destination setting.

5. Enter a destination address to which the ESI system will send notification e-mail s when using
the setting you sel ected ( Main E-Mail or Alternate E-Mail) i n step 4. You m ay enter up to 64
characters for this dest ination ad dress.

T o enter each character, press the appr opriate key on the Feature Phone’s dialpad until the
desire d ch ara ct er i s dis pl ay ed, a nd the n pr ess # to enter the character. Exceptions include:

• To enter the “@” char act er, press # #.

• To enter a dot (per iod), dash, or underscore, press 0 (zero) #.

• To back up t o a previ ously entered character, use the left s croll key (

6. To confirm the address, press # once more.

7. Select whether to include a .W AV attachment with each e-mail notificati on while in the setting
you selected in step 4, by pressing either:

• 1 to include the attachment.
. . . or . . .

• 0 not to inclu de the attachment.

8. Hang up (or pres s RELEASE) to complet e pr ogramming.

.

).

D.12

User’s Guide Voice mail operation

Optional voice mail feature: Guest mailboxes

Important: This is a special, optional feature not explained in the tutorial. Be sure to get your guest mailbox number

A guest mailbox is perfect for s ome on e su ch as an outside salesper son or man uf acturing emplo y ee wh o
doesn’t have an internal extension assigned to him/her but still needs a mailbox. You can handle a guest
mailbox as if it were a regular extension (i.e., list it in the di rectory, assign a programmable feat ure key for
transfer to it, etc.).

Notes: A guest mailbox must have at least one personal greeting recorded to be activated and, thus, able to

If your system is using ESI Pre sen ce Managem en t, consul t the ESI Presence Management User’s Guide (ESI

You also can use the off-premises “reach-me” feature (see page D.3) with a guest mailbox.

from the Adm inistrator.

accept messages.

part # 0450-0793) to learn about additional, special functionality that may be available to you.
If you’re not sure whether your system is using ESI Presence Management, consult your System
Administrator. For more information about ESI Presence Management, visit www.esi-estech.com/presence.

Personal gr eet ings

You can record up to three different personal greetings in your own voice indicating your availability to return
calls. Also, you can chang e the personal greetings as ofte n as necessary by recording over a previously
recorded personal greeting. (See “Select personal greeting,” page D.1, to learn how to program these greetings.)

Retrieving guest mailbox m essages from an E S I Featur e Phone

T o retrieve guest ma ilbox m essages from an ESI Feature Phone, follow the same procedure described in
“Retri eving voice mail messages using another user’s ESI Feature Phone” (page D.5), except that you enter
your guest mailbox number r ather than an extension number .

Keys’ functions during voice mail message retrieval

See the chart on page D.5.

Virtual Ma ilbox Ke y

See “Virtual Mailbox Key ,” page D.6.

D.13

User’s Guide Voice mail operation

Program m ing y our guest mailbox fr om an ES I Fea tur e P hone

Press PROGRAM , then the m ailbox number and th en # to confirm. You will be prompted to: record the
greeti n g, ch an ge the p as sw ord, ent er an ext er nal pa gin g num b er , or exit b y hangi n g up.

You can record up t o three dif fer ent personal gr eeti ngs in your own voice indi cating your availability to return calls.

Tip: If necessary, review “Personal greetings,” page D.13 for options and sample greetings.

You can chang e any personal greeting as often as nece ssary, by just recording over a previously recorded
personal gr eeting.

Warning: Do not delete all of your personal greetings; make sure at least one always remains. Deleting all the

Select the desired greeting number — 1, 2, or 3. The current greeting will be played followed by prompts to
re-re cor d, delete, hear again, or sele ct as the c urr e nt gr eet i ng by pre s sin g #.

greetings turns off your mailbox.

1 Record personal greeting

Begin recording at the ton e , press 1 to stop. The new personal gre eting automatically replaces the
previous greeting.

Important: Your mailbox will work only if at least one personal greeting exists for it.

2 Delete personal greeting

When prompte d, pres s 2 agai n to confirm deleti on. (Se e “Important” note, above.)

3 Hear current pers ona l greeting

Password

See “5 Password,” page C.5.

Off-premises message delivery

See “Off-pr em ises message delivery,” page D.8.

Message delivery to a phone or pager

See “Me ssage delivery,” page D.8.

Urgent messages

See “Urgent messages,” page D.9.

Message Recycle Bin (un-delete)

See “9 Message Recycle Bin,” page D.9.

ESI Mobile Messaging options

See “ESI Mobile Messaging options,” page C.7.

Note: This feature is available only if your ESI system is using ESI Mobile Messaging. If you’re not sure

whether it is, consult your System Administrator

D.14

User’s Guide Voice mail operation



Optional voice mail feature: Group/broadcast mailboxes

Important: This is a special, optional feature not explained in the tutorial. Be sure to get your group mailbox number

Any user can use the Quick Groups™ feature to send a message to any combination of users (up to 65)

from the administrator.

without having to create specific group mailboxes. No programming is required to initiate Quick Groups.
Group mailboxes are used if the members of the group rarely change or if members want to be able to
easily leave messages for one another, etc.

Introduction to group ma ilbox es

Group mailboxes let y ou broadcast a “master” message to all members of a pre-defin ed gr o up of us ers ( or
guest m ailbo xes). When yo u recor d a master message in the gr oup mail box, t he ESI phone sy stem instantly
copies it into th e m ailbox of each member who has recorded a personal greeting.

Note: A member can only delete or save his copy of a group message; the group mailbox will retain a saved

The master message remain s in the group mailbox until all members have sa ved thei r copies or deleted them
from their mailboxes.

Warning: If you delete the master message from the group mailbox, all remaining copies will automatically be

Example: You have left a group message reminding everyone in the group of a meeting for Friday. The following

group message until deleted by every member of the group.

deleted from the member's mailboxes.

Monday, if the message is still in the group mailbox (indicating that at least one of the persons has not
deleted the message), you can delete it from the group mailbox which will delete it from all member
mailboxes who have not yet heard the message and deleted from their mailbox.

You may give the gro up mail box number and password to ot hers to allo w them t o also record master
messag es. Set ting “0” as the passw ord el im i nat e s th e pass word requir em ent .

Introduction to the broadcast mailbox

For easily contacting all system users, the ESI phone system’s broadcast mailbox automatically consists of all
station mailboxes (not guest mailboxes) wi th personal greeti n gs recor ded.

Leaving a group message

Call t he mailbox number and enter the appropriate password (if required).

Deleting a group message fr om the gr oup m ailbox

Enter gr ou p mail b ox programming by pre ssi n g VOICE MAIL, , and the group mailbox number. You will
hear any pre vi ou sl y re cor d ed gr oup m ess ag e s not yet del et ed by al l m emb er s of the gr o up. Delete by
pressing 7. Exit by hanging up.

Program m ing a group mailbox

Press PROGRAM  followed by the group mailbox number. You will be prompted to record the mailbox
greeting, change the pas sword, or edit the list of me mbers. Exit by hanging up. For frequent access to leave
group m essages, program a group mailbox number as a pr ogrammable feature key. (See “Pro grammable
featur e key s, ” pag e C. 2).

Virtual Ma ilbox Key

T o help monito r that all messages have been picked up, you can program a programmable feature key on
any ESI Feat ur e Phon e as a Virtual Mailbox Key for the group mailbox. When new messages exist, the
key will blink rapidly; press it to connect automatically to the mailbox. Program the programmabl e f e ature
key with VOICE MAIL

foll owed by the mailbox number ( see “Pr ogrammable feature keys,” page C.2).

D.15

User’s Guide Voice mail operation

Optional voice mail feature: Cascade notification mailboxes

Important: This is a special, optional feature not explained in the tutorial. Be sure to get your cascade notification

mailbox number from the Administrator.

A cascade noti fication mailbo x dials up to three desi gnated numbers (of up to 24 digits eac h) in a s equence
called a cascade.

If a cascade notification mailbox receives a new message, the ESI phone system dials the first number for a set
number of tim es. If it receives no response, the ESI phone s ystem then dial s a second number for a set number
of times. If, again, there is no response, the ESI phone system dials the third number; and the system then dials
all three num bers, in sequence, until someone does f inally retr ieve the message. This is useful for a variety of
individuals who must be “on-cal l” after ho urs, su ch as doctors, plumbers, technical support repre sentat ives,
wrecker drivers and volunteer fire fighters.

Programming your cascade notification mailbox

Cascade mailbox options

You can program up to three external num bers, of up to 24 digits eac h, to b e called or pag ed whenever
the mailbox takes a new or urgent message. The system will dial the first number (for the number of times
liste d), then dial the second p aging number (for the num ber of times l isted), and finally dial the third
number, continuin g in this sequence to call all three numbers u ntil the mess age has been ret rieved.

1.

MB

540 2145553232 PHONE [phone] PHONE [phone] PAGER

T o program a cascade mailbox, press PROGRAM  and the mailbox number , followe d by #. Then, if
prompted, enter the password (the default password is the same as the mailbox number). If this is the
first time y ou’ve programmed the mailbox, it will prompt y ou to record the mail box greeting. O therwise,
press 6 1 to enter programming of the fol lowing cascade mailbox options:

1. The mailbox number — [Then press 1 to enter number programm ing, and proceed to Step 2.]

2. First number — The numb er to be di al e d (without the CO line group).

3. Type — PHONE or PAGER. Use scroll keys to select.

4. Attempts — How many times the system will call before adding the second number.
Range: 0–99 (0 immediately pages all num bers). Default: 1.

5. Second number — The number to be dialed (without the CO line group).

6. Type — PHONE or PAGER. Use scroll keys to select.

7. Attempts — How many times the system will call before adding the third number.
Range: 0–99. Default: 1.

8. Third numb er — The number to be dialed (without the CO line group).

2.

1st Number

3.

Type

4.

Attempts

5.

2nd Number

6.

Type

7.

Attempts

8.

3rd Number

9.

Type

Note: Use the  scroll key to enter special characters; use the  scrol l ke y to back sp a ce . Press # to

confirm the inserted character and continue. Press # # to complete the entry.
To change the number, delete and then re-enter it.

D.16

User’s Guide Voice mail operation







Cascade notification parameters

The cascade notification mailboxes will use the same CO line group and pager dialing pause as pr o grammed
by the Installer.

Notification interval

T o program the notification int e rval parameter for a cascade no tificat ion mailbox:

1. From the progra m m ing menu for that mai lbox, pres s 6 2.

2. Enter th e number of minutes f or the interval between attempts.

Range: 1–1440. Default: 30.

Notes: Enter only the number; do not include a line access code (such as 9). Use the  scroll key to enter

For those situations where more than one cascade notification mailbox is in operation, the ESI phone

special characters; use the  scroll key to backspace. You also can use the scroll keys to view the
number after it’s saved. To change the number, you must delete it and then re-enter it as desired.

system automatically sends the mailbox number to the display of a cell phone or digital pager, to
indicate which mailbox has new messages.

Retrieving cascade notification mailbox messages

Retrieving messages when off-premises

If using an off-premises phone

1. Your off-premises phone will ring. When you answer, you’ll hear: “You have new messages in
mailbox number [xxx]. Please enter your password. To stop notification, press the

2. Enter the mailbox number and (if necessary) password. The system then will play any new
messag es in t he ca s cade n ot if ic at i on mai l bo x.

If using a pager

1. Call the m ain number.

2. If the auto att endant main greeti ng answers, press
If a live operator answers, have the operator tran sfer y ou (by pressing VOI CE MAIL and
follo wed by ent ry of the cas cade paging mailbox number) .

Retrieving messages when usi n g an ESI Featur e Phone

and the cascade paging m ailb ox number.

key .”

,

Press VOICE MAIL  and then enter the mailbox number.

Virtual Ma ilbox Ke y

See “Virtual Mailbox Key ,” page D.6.

Message Recycle Bin (un-delete)

See “Me ssage Recycle Bin,” page D.9.

D.17

User’s Guide Voice mail operation

Optional voice mail feature: Q & A mailboxes

Important: This is a special, optional feature not explained in the tutorial. Be sure to get your Q & A mailbox numbers

Q & A (question and answer) mailboxes allo w you t o ask cal l e r s for mor e det ai l ed information, suc h as on an

emplo ym ent qu e stionnaire or a sur vey.
As a Q & A mailbox owner, you can rec ord up t o 10 questions. The s ystem groups the individual answers and

plays them back as a single message (separated by short beep tones). Normal message handling capability —
delete, save, etc. — appl ies t o all answers wi thin the message.

Note: Each answer can have a maximum length of a regular message as programmed by the Installer.

Include in the first que stion instructions to conclude eac h answer by pr essing 1 or t o pause for the next question:
“Record your name at the tone, then press 1 or pause for the next question.” [Next:] “Record yo ur addr es s at th e
tone…” [etc.]

At the conclusion the caller can be for warded to an other e xtension, mailbox, or automatically discon nected.
Include in the last question the appr opriate inf ormation such as: “This is the last question. After you have
finis hed, ple a se ha ng up… .”

Note: If the caller does not respond to two questions in a row, the call will be disconnected.

A Q & A mailbox is turned “on” only when at least one question has been recorded. Deleting all i ts question s will
turn “off” the mailbox.

from the Adm inistrator.

Program m ing Q & A mai lboxe s

1. Press PROGRAM  followed by the Q & A mailbox number.

2. You will be prompted to do one of the following:
(a.) Record the questions

. . . or . . .

(b.) Change the password

. . . or . . .

(c.) Access previously deleted messages.

(See the following explan ations.)

3. When finished, exit by hanging up.

(Continued)

D.18

User’s Guide Voice mail operation





1 Select question

Select the desired question number, 1–10. the ESI phone system will play the question and give you the
option to perform one of the following:

1 Record question

Begin recording at the tone; press 1 to stop. Th e new que st io n aut omatically repla c es the old one with
that question number .

Note: The mailbox will not be enabled if no questions exist.

2 Delete question

When prompte d, pres s 2 agai n to confirm deleti on. If you del ete a questi on in t he middle of a list
without replacing it, the playback numbers of the other messages will not change (this is important only
for your knowledge in programming, since the system itself won’t introduce each question to the caller
as “Qu estion 3,” “Question 6,” etc.).

Example: If you deleted question number 3 out of 5 questions, the system would play only questions 1, 2, 4,

and 5 to a caller. When you retrieve the playback, two beep tones will separate answers 2 and 4.

3 Hear current question

2 Password

The pas sword may consist of two to eight d igits f ollowed by # (0 cannot be the first digit). If you prefer not
to have to enter a password, enter 0 as the entire password.

9 Message Recycle Bin (un-delete)

The ESI phone system stores your most recently deleted 10 messages in a Message Rec ycle Bin to let
you recover, or "un-delete,” message s that may have been deleted i n error. Press 9 to adva nce thr ough
deleted messages. Press 8 to restore a message to your mailbox as an old message.

Retrieving messages from an ES I Featur e Phone

Press VOICE MAIL,  , and the mailbox number.

Virtual Ma ilbox Ke y

See “Virtual Mailbox Key ,” page D.6.

Retrieving messages when off-prem ises

1. Call the main number.

2. If the auto attendant main greeting answers, press

If a live operator answers, have the operator tran sfer y ou (by pressing VOICE MAIL and
entry of the m ailbox number).

D.19

and the Q & A mailbox number.

, followed by

User’s Guide ESI Feature Phone operation

ESI Feature Phone operation

Display

When your phone (or station) is not in use, the display will show the current date and time, activated features
such a s DND (do not disturb; see “MUTE/DND,” pag e E.4), monitor mode, etc.), and — on a 24- Key or 48-Key
Feature Phone — the system’s current line usage. The line usage display you see will depend on (a.) how many
lines yo u have an d (b. ) whi ch F eat ur e Ph on e that you’ r e usi n g.

Note: An ESI Cordless Handset’s display is similar to that of the 24-Key Feature Phone; one difference is that a

• If your system has a sm aller
number of lin es (18 or f ewer if you’re
using a 48-K e y Feat ur e Ph o ne; 16 or
fewer if you’re usi ng a 24- Key Feature
Phone), each block o n the bot tom line
of the display will represent an
individual l i ne (as in t he examples, right ).
Incoming calls usually are assigned
beginning with Line 1 at the far-left line
indic ator. Outgoing cal ls ar e a ssi gn ed fr om t he
highest-numbered line beginning at t he far right.

• If your system has a greater number
of lines (19 or more if you’re using a
48-Key Feature Phone; 17 or more if
you’re u sin g a 24 -Ke y Fe ature Phone),
the bottom line of the display will
provide an ap proxim ate represent ation
of the lines in use (shown at right).

As you u se your ESI Feat ure Phone, its
displ ay ch a nges frequently to gi ve yo u
detail ed i nf orm at i on dur i ng c all pro ce ssi n g
and voice mail operat ions.

If you have a 48-Key or 24-Key Feature
Phone (see pages A.2–A.4), it may come
with an avai l abl e ba ckli t display, for higher
readability under a wider variety of lighting
conditions. (No adjustm ents can be made
to its contrast or brightn es s.)

Cordless Handset doesn’t show line usage.

24-Ke y Featur e Phone

with 16 or fewer lines

24-Ke y Featur e Phone

with 17 or more lines

A high percentage of l ines in

use

Fewer lines in use

48-Ke y Featur e Phone

with 18 or fewer lines

48-Ke y Featur e Phone

with 19 or more lines

A high percentage of lines in

use

Fewer lines in use

Caller ID

If you subscribe to Caller ID from your telephone service provider, the phone’s display will show an outside
caller ’s name and/or number.
such as UNAVAILABLE, PRIVATE or NO DATA SENT.

1

If you don’t subscribe to Caller ID, the LCD will show which line is receiving the call, instead of the caller’s name or number.

1

In som e insta nces, the service provider can sen d only a general caller status —

E.1

User’s Guide ESI Feature Phone operation

Keys

Programmable feature keys

The phone’s programmable f eatur e keys — fo ur on an ESI Cordless Handset, ni ne on t he 12 - Ke y Feat ure
Phone, 12 on th e 24- Key Feat ure Phone, and 30 on t he 48-Key Feature Phone — have been pre­programmed by the installer. You may wish to add to or change some of t hese keys to per form differ ent
functions expl ained t hroughout thi s manual . Press PROGRAM to verify current settings (see “Station
programming,” page C.1).

Important: Each of the two smaller Feature Phones, 12-Key and 24-Key, has a combination (“combo”)

Each ESI Cordless Handset has a combination TRANS/CONF/PRG key that you should press when this

Note: To use voice mail, conference calling and mute/DND on a 12-Key Feature Phone, or to use call

PROG/HELP key, while the 48-Key Feature Phone has separate PROGRAM and HELP keys. If you’re

using a 12-Key or 24-Key Feature Phone, press PROG/HELP wherever this User’s Guide instructs you
to press either PROGRAM or HELP.

User’s Guide instructs you to press PROGRAM.1

recording or do-not-disturb mode on an ESI Cordless Handset, you must program these features into
programmable feature keys (see “Optional features,” page F.14).

Fixed-feature keys

The fi x ed-f eature keys on the phone ar e per ma ne ntly label e d as to th eir usag e. Th e FLASH/REDIAL and
MUTE/DND key on either Feature Phone each have two purposes; your ESI phone system will govern this by

permitt ing only th e appropr iate function when either is pressed, depending on the circumstances at that
moment. The differe nt phone model s have some differe nt fixed -feature keys.

Feature phone ove r lay s

Each Fe ature P hone comes with one overlay for the programmable feature keys. To order additi onal
overlays, visit t he DESI
Windows-based software, DESI Lite, which allows you to print on the overlays. For assi stance with DESI
products, contact DESI (the DESI W eb site contains cont act information).

™

Web site, www.desi.com. While there, you may also want to download the free

1

Each Cordle ss Handset has no access to the system’s Verbal User Guide (“help mode”) and, therefore, no HELP key .

E.2

User’s Guide ESI Feature Phone operation

Keys’ LEDs (lamps)

The LEDs (light-emitting diodes), or lamps, associated with the programmabl e and fixed keys ai d in
determining the status of their function. In genera l:

• Green indicates a function associated with your phone.

• Red indicat es an o ccur re nc e at anot her st ati o n.

• Amber indic ates the station’s status, either in DND m ode or:

— With ESI Presence Manageme nt
— With ESI Cellular Management

• A solidly lit lamp indicates in-use status.

• Blinking indicates an action, such a s rin gi ng or ho l di ng, i s req u i red; a fast blink calls for

immediate action.

As an ex ample, a blinking red key is a call ringing at another st ation; blinking green sig n ifies ringing at your
stati on. (See also “Line keys,” page F.13.)

1

, off-premises.

2

, not connected.

Note: Each ESI Cordless Handset has only red LEDs, and only on its four programmable feature keys.

The illumination activity (such as blinking) otherwise is similar to that described above.

SPEAKER key and speakerphone oper ation

Note: The ESI Cordless Handset models and 12-Key Feature Phone each lack a speakerphone.

For hands- f re e co nversation, use the SPEAKER key. When an outside call rings, you can press SPEAKER
to connect t o the cal ler via your phone’s built-in speakerphone. This lights the SPEAKER key’s LED. Or,
while using the handset, you can switch a call to the spea kerph one by pressing SPEAKER and hangi ng up
the handset. (To revert to the handset from speakerphone mode, li ft the handset again.) To perform group
listening — i.e., have a handset conversation along with the call er ’ s voi ce br o adc ast o ver yo ur s p ea ker
press SPEAKER whil e on a handset convers ation but do not ha ng up the ha nd set.

Hands-free answer (internal calls only)4

Note: To use this feature on an ESI Cordless Handset, you must be using a headset.

You can progr a m your ph one ei t her to ena bl e or di s abl e hands-free answer — press PROGRAM 3 5.
With hands-free enabled, an internal cal l to yo ur st at i on g ene r ate s a shor t ri ng an d a dou bl e con ne ct t on e,
then automatically connects the caller to your speakerphone. With hands-free disabled, an internal call to
your stat i on ge ner at e s a sin gle - ring cadence; outside calls ring wi th a dou ble - r i n g cad enc e.

Volume/scroll keys

The tw o small er keys labeled  and , loc ate d ju st ab o ve the di al pa d, ser ve t wo pur po s es:

• Adjusting the volume heard through the handset and speaker — Your phone will maintain the
chose n volume setting until yo u change i t.

• Serving as scroll keys for operations, such as Esi-Dex or programming, that may show several entries
on the display.

3

—

Note: Each ESI Cordless Handset lacks scroll keys, and thus doesn’t support features like Esi-Dex or

To control volume on a Cordless Handset, use the buttons on the Handset’s side.

1

For more information about this optional product, see www.esi-estech.com/presence.

2

For more information about this optional product and its lamp appearances, see www.esi-estech.com/BT.

3

Group listening must be enabled by the Installer.

4

The 12-Key Feature Phone supports only hands-free listening. To answer, you must pick up the hand set.

Virtual Mailboxes.

E.3

User’s Guide ESI Feature Phone operation



MUTE/DND key

To disable your handset or speaker microphone during a conversation (either with the handset or speaker),
press MUTE/DND. While t he mute function is activated, the MUTE/DND LED will blink rapidly and the display
shows “ M UTED.”

When your pho n e is idle and you wish to make sure its calls go straight t o voice mail, pres s MUTE/DND to
toggle your phone in or out of DND (do-not-disturb) mode. The display will show DND and the MUTE/DND
LED will glow am ber.

Notes: If you press MUTE/DND while your phone is ringing, this forwards the call to your voice mailbox (see

On each Cordless Handset, muting is handled by the side-mounted MUTE button. For DND capability,

If your phone system is using ESI Presence Management, your phone’s MUTE/DND key won ’t t ur n

“Voice mail operation,” pp. D.1–D.19) and your station will be placed in DND.

assign key code 578 to a programmable feature key (see “Optional features,” page F.14).

amber when you exit the building using your electronic key; for more details, refer to the ESI Presence
Management User’s Guide (ESI part # 0450-0793). If you’re not sure whether your system is using ESI
Presence Management, consult your System Administrator. For more information about ESI Presence
Management, visit www.esi-estech.com/presence.

Soft feature keys

Soft feature keys are dynamic: when use d, they c on sta nt l y ch an ge yo ur ESI Feat ur e Ph o ne’ s status. These
soft keys, located under the display, include ESI-DEX, PROGRAM and scroll keys (

and ). Along with
spoke n and di splayed comman ds, they guide you through the use of Esi-Dex (page F.2) , various
programming activities and cont rolling the volume of your phone’s handset a nd speaker.

Dial tone

When you first lift your handset, you will hear an internal dial tone that all o ws you to call other stations or
perform other internal functions. To gain an outside dial t on e, di al 9 (or 8 or 71–76)
feature key that has been set as a line key. (A line key, when pres sed, automatically gains an outside line.
Consult your System Administrator if you have que stion s.)

Note: On an ESI Cordles s Handset, to receive:

• . . . internal dial tone, press TALK.

• . . . external dial tone, press 9 (or 8 or 71-76).1 (If the Handset is in sleep mode, press TALK first.)

1

or press a pr ogrammable

1

What you dial to reach an outside line depends on your system’ s particul a r setup. If you’ re not sure, con sult you r administr ator.

E.4

User’s Guide ESI Feature Phone operation

Basic phone use

Outside calls

To answer (double-ring cad ence): Li ft the ha nd set or pr e ss SPEAKER. If using a Cordless Ha ndset, either
press TALK or remove t he Cordl ess Handset from its charging cradle.

To place: Lift the handset or press SPEAKER. Then ei th er pre ss an u nl it li ne key or di al 9 (or 8 or 71–76)1 to
be assigned an outside dial ton e. On a Cordless Handset, press TALK and dial 9 (or 8 or 71–76).

To hang up: Replace the handset or press RELEASE or — if using the spea kerphone —
press SPEAKER. If using a Cordl e ss Hand s et , pr ess TALK or put the Handset in its charging cradle.

1

Important: If you’re using a VoIP-enabled system, be aware that your outside phone lines’ quality can affect the

audio quality of local and Remote IP Feature Phone(s). Due to the interface between advanced, packet ­based phone systems and the traditional public telephone network, a poor-quality phone line can
degrade audio quality, causing an echo on outside calls. An occasional echo isn’t unusual and doesn’t
necessarily indicate a problem with your system or lines; however, if this problem occurs persistently,
contact your Certified ESI Reseller for assistance.

Internal calls

To answer (single-ring cadence): In hands-free mode, answer directly through the speakerphone or pick
up the handset. Or, to answer a ringing call, lift the handset or pre ss SPEAKER. If usi ng a Cor dl e ss Hand s et ,
either press TALK or remove the Cordless Ha ndset from it s charging cradl e. (To receive a “hands-free­answer ” call on a Cordless Handset, you must be using a headset.)

To place: Lift the handset and dial th e exten sion number or press a station key (see “D irect station
selection,” page E.6). On a Cordless H andset, press TALK or dial the extension.

To hang up: Replace the handset or press RELEASE or press the st ation key again or — if usi ng t he
speak er p hone — pre ss SPEAKER. If using a Cordless Handset, press TALK or put the Handset in its
charging cr adle.

Shortcut for either outside or internal calls on speakerphone-equipped ESI phones:

If you press a station key or dial an extension number, the phone system automatically activates
the speakerphone.

1

What you dial to reach an outside line depends on your system’ s particul a r setup. If you’ re not sure, con sult you r administrator.

E.5

User’s Guide ESI Feature Phone operation

Direct station selection

Programm ing some of the progr ammable feature keys (see pp. C.2–C.3) as station keys will provide direct
acces s to th ose stat ions as well as providing lamp information as to thei r status. The station keys’ LED s
indicates the status of t he stat ion assigned to each key:

If a station key’s LED is . . . The station assigned to that key is . . .

Unlit Available; currently unused
Red; steadily lit In use
Red; blinking Ringing from another call
Green; steadily lit Connected to you (including via voice mail)
Green; blinking Ringing from your call, or calling you
Amber; steadily lit In DND mode1

Note: Each ESI Cordless Handset has only red LEDs, and only on its four programmable feature keys.

The illumination activity (such as blinking) otherwise is similar to that described above.

T o call another station programmed into one of your station keys:

1. Press an avai l ab l e (unl it ) station key .

2. The called station will sound a short ring followed by a double connect tone.

3. The phone system will activate the called station’s speakerphone (or the station will rin g if that station’s
user has hands-free answer disabled).

4. To disconnect when finished, do one of the following:

• Replace the handset.

• If in hands-free mode, either press the st ation key again or press SPEAKER.

• Press RELEASE. (Wit h a Cordless Handset , pr ess TALK or put the Handset in its chargi ng cradl e. )

If you press a key for a station that’s in use (red; steadily lit), you will “camp onto” the station, where its Feature
Phone’s display will tell its user that you’re waiting (see “Call waiting,” page E.12).

If you press a key for a station that’s in DND (amber; steadily lit), you’ll be forwarded directly to the
perso n’s mailbox.

Transferring an outside call . . .

. . . to another station

Blind transfer

1. While connected to an outsi de call, pre ss a stat ion key (or press TRANSFER and then dia l the
extension number).

2. Hang up.

Note: If the called person doesn’t answer, the caller will be forwarded either to the called person’s

1

If your phone system is using ESI Presence Management, your phone’s MUTE/DND key won’t turn amber when you exit the buil ding using your

electronic key; for more details, refer to the ESI Presence Management User’s Guide (ESI part # 0450-0793). If you’re not sure whether your
system is using ESI Presence Management, consult your System Administrator. For more information about ESI Presence Management, vi si t
www.esi-estech.com/presence.

mailbox or another destination the Installer has programmed.

E.6

User’s Guide ESI Feature Phone operation

Supervi s e d t ransfer — a nnou nc ing the cal ler to the calle d pe rson

1. While connected to an outs ide call, press a station key (or pr ess TRANSFER and t hen dial the
extension number) and wait until the called person answers.

2. Announce the caller (e. g., “Hello; I’ve got Bill on the line and I’m transferring him to you now.”)

3. Hang up.

Note: If the transferred-to person doesn’t answer in step 1, press the station key again or press FLASH

to be reconnected to the original caller.

. . . to another pho ne num be r (tr unk-to-trunk transfer )

Important: USE OF FEATURES, SUCH AS TRUNK-TO-TRUNK TRANSFER, THAT REQUIRE TRUNK-TO-TRUNK CONNECTIONS

Blind transfer

1. While connected to an outside call, press TRANSFER and then the line access code (9, 8, or 71–76),

2. Hang up. Now bot h out si de li ne s ar e con ne cte d vi a a tru nk - t o- t r unk co nn ection.

Supervi s e d t ransfer — a nnou nc ing the cal ler to the calle d pe rson

1. While connected to an outside call, press TRANSFER and then the line access code (9, 8, or 71–76);

2. Announce the cal ler (e. g., “Hello; I’ve got Bill on the line and I’m transferring him to you now.”)

3. Hang up. Now both out si de li ne s are co n nect e d v ia a tru nk- t o- t r unk co nn ection.

WILL INCREASE THE RISK OF TOLL FRAUD. IN NO EVENT SHALL ESTECH SYSTEMS, INC. BE LIAB LE FOR ANY
DIRECT, INDIRECT, INCIDENTAL OR CONSEQUENTIAL DAMAGES WHATSOEVER INCLUDING, BUT NO T L IMI TED TO,
FRAUDULENT TOLL CHARGES, LOSS OF BUS INESS PROFITS, BUSINESS INTERRUPTIONS, OR ANY OTH ER COSTS
OR DAMAGES RELATED THERETO, ARISING FROM THE USE OF THESE FEATURES.

and then the telephone number to which you want t o transfer .

Note: If, at any point during the trunk-to-trunk tran sfer, you wish to return to the original call (e.g.,

perhaps you received a busy signal at the remote end, or the recipient simply won’t take the call),
just press FLASH. This disconnects the second outside connection, returning you to (and removing
from hold) the original call.

then dial the phone number to which you want to t ransf er, and wait until the called person answers.

Note: If, at any point during the trunk-to-trunk tran sfer, you wish to return to the original call (e.g.,

perhaps you received a busy signal at the remote end, or the recipient simply won’t take the call),
just press FLASH. This disconnects the second outside connection, returning you to (and
removing from hold) the original call.

E.7

User’s Guide ESI Feature Phone operation



. . . to a voice mailbox

Transferring a caller to a mailbox to leave a message

1. While connected to an outside call, press VOICE MAIL an d t he ap pro pr iate station key — or, if your
phone h as no station key pr ogramm ed for this d estin ation, press VOICE M AIL, and then dial the
extension number.

2. You and the caller will be connected to that user’s personal greeting. You may choose either to
hang up immediatel y or listen to a portion of the per sonal greeting (i. e., to a ssur e yo ur sel f t hat y ou
have placed the caller into the correct mailbox).

Note: Regardless of when you hang up, the caller will hear the entire personal greeting. To insure the

privacy of the message, you will automatically be disconnected at the record tone.

Transferring a user to his/her own mailbox for message pickup

You can t ransfer a us er who’s calling from the outside dir ectly to his/her mailbox for me ssage pick-up by
pressing VOICE MAIL

and the appropriate station key, or dialing the mailbox number and hanging up.

. . . to the main greeting

T o transfer an o ut si de c all er t o th e main gr e eting, press VOICE MAIL and han g up.

Transferring an internal call . . .

. . . to another station

Blind transfer

1. While connected to an internal call, press TRANSFER and then eit her pre ss a station key or dial an
extension number.

2. Hang up.

Supervi s e d t ransfer — a nnou nc ing the cal ler to the calle d pe rson

1. While connected to an internal call, press TRANSFER and then eit her pre ss a station key or dial an
extension number; then, wait unt i l t he cal le d person answers.

2. Announce the caller (e. g., “Hello; I’ve got Bill on the line and I’m transferring him to you now.”)

3. Hang up.

. . . to another pho ne num ber

Blind transfer

1. While connect ed to an internal call, press TRANSFER followed by the line access code (9, 8, or
71–76) and the telep hone number to which y ou want to transfer.

2. Hang up.

Supervi s e d t ransfer — a nnou nc ing the cal ler to the calle d pe rson

1. While connected to an internal call, press TRANSFER f ollowed by the line access code (9, 8, or
71–76) and the telephone num ber t o which y ou want to transfer, and wait until the called
person answers.

2. Announce the cal ler (e. g., “Hello; I’ve got Bill on the line and I’m transferring him to you now.”)

3. Hang up.

E.8

User’s Guide ESI Feature Phone operation

. . . to a voice mailbox

Transferring a caller to a mailbox to leave a message

1. While connect ed to an internal call, press TRANSFER, then press VOICE MAI L , and then press a
stati on k ey or di al an extension number.

2. You and the caller will be connected to that user’s personal greeting. You may choose either to
hang up immediately or listen to a portion of the personal greet ing (i. e., to assure your sel f t hat y ou
have placed the caller into the correct mailbox).

Note: Regardless of when you hang up, the caller will hear the entire personal greeting. To insure the

privacy of the message, you will automatically be disconnected at the record tone.

Conference calling

T o create a co nf ere nc e call :

1. Establi sh the first call.

2. Press CONF

3. Place a second cal l as yo u norm al ly wo ul d.

4. Once connected to the second call, press CONF again to connect all of you together.

Notes: Repeat these steps to add each additional member to the conference.

If the newest added -on mem ber does not answer, press his/her station key again or press FLASH to return to
the original conferees. If you place any inc om ing cal ler on hold or exclusive hold ( see “Hol d/exclusiv e hold
operation,” page E.13), yo u ca n add that cal ler, as well, to the conf er enc e by pr e ssi n g CONF, retrieving the call
from hold (or exclusive hold) and pressing CONF again.

Any member of the conference can drop out by sim ply hanging up. However, when the st ation that create d the
conference hangs u p, all me mbers in the conference are disconnected. I ndividual st ations or lines co nnected to
the confere nce can be drop ped fr om the conference by pressing their station or line key (lit green).

1

to place the call on hold.

A maximum of 16 members can be in a single conference.
Speed-dial keys cannot be used during conferencing if you already have obtained phone line dial tone (also

known as CO dial tone).

Note: Your installer or System Administrator may have enabled trunk-to-trunk conferencing (unsupervised

Important: USE OF FEATURES, SUCH AS TRUNK-TO-TRUNK TRANSFER, THAT REQUIRE TRUNK-TO-TRUNK CONNECTIONS WILL

conferencing) for your station. If so, the steps to initiating such a conference are the same as for
performing any other conference (see above); the difference is that you may hang up, thus exiting the
conference, but the remaining members won’t be disconnected. (If this feature isn’t enabled, your hanging
up disconnects all members.)

INCREASE THE RISK OF TOLL FRAUD. IN NO EVENT SHALL ESTECH SYSTEMS, INC. BE LIABLE FOR ANY DIRECT,
INDIRECT, INCI DE NTAL OR CONSEQUENTIAL DAMAGES WHATSOEVER INCL UDING, BUT NOT LIMITED TO, FRAUDULENT
TOLL CHARGES, LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTIONS, OR ANY OTHER COSTS OR DAMAGES
RELATED THERETO, ARISING FROM THE USE OF THESE FEATURES.

Privacy release

This feature makes it easy to “confer ence-in” on a call: just press a line key assigned to the outside line the
call is using, and you’ll automatically join the call.

1

If you’re using an ESI Cordless Handset, use the TRANS/CONF/PRG key each time these instructions tell you to use CONF.

2

This feature may not be available on your system, depending on how it has been programmed. If you wish to enable this feature on your phone

system, contact your System Admini strator.

2

E.9

User’s Guide ESI Feature Phone operation



Call forwarding

Your station has been pre-programmed by the installer to “call-forward” your phone when it is busy or does not
answer (usual ly to your mai lbox). In addition, you can temporar ily call-forward all of your calls to another station
or another us er’s ma ilbox.

On the 24 -Key Feature Phone or an ESI Cordless Hand set:

1. Assign code 5 6 5 to a programmable feature key (see “Programmable feature keys,” page C.2). This will
make it a “call-forward all-calls” key.

2. Press the key you pr ogrammed in the previous step and dial t he exte nsion number (or VOICE MAIL and
then the mailbox number) to which the system should forward all calls.

On the 48-K ey Feature Phone, press CFWD to use the call forwarding feat ure.
To turn off call forwarding, pr ess CFWD

.1

Note: If the forwarded-to station is busy or does not answer a forwarded call, the call will be returned to

If you frequentl y call-forward your phone, you can program a programm able f eatur e key as a call f orwardi ng key to
automatically turn forwarding on and off. If you always forward to the same extension, you can program a key
with bot h 5 6 5 and the ext ension number. (For more i nformation, see “Programmable fe ature keys,” pp. C.2–
C.3.) The call forwarding key will be solid green to indicate that it is active.

your mailbox.

Call forwa r ding/no -a nswe r

Note: The ESI Cordless Handsets and 12-Key Feature Phone do not support call forwarding/no-answer.

One special for m of cal l for war ding your phone can do is cal led call forwarding/ no- answer. As the term implies,
it’ s a f or w ar d in g t hat o c curs only after a c all to your exte n si o n go es un a n swered; so, es se nt ia l ly, this give s y o u
a chan ce to answer the phone in case you’re there and wish to take the call, but automatically forwards as
programmed if you’r e eith er away f rom your phon e or ju st choose not to take the cal l. You can set your phone
to call-forward/no-answer to an extension or mai lbox. For you to set this, the extension must have a call­forward/no-answer key assigned with code 5 6 7 (s ee “To set or cancel call forwarding/n o-answer,” below).

When you set call forwarding/no-answer:

• Outside calls coming into the exten sion will rin g there for a pr edeter m ined time and then be forwarded to a

designated extension or m ailbo x.

• If the call isn’t answered within a predetermined time, the caller will be routed to the original extension’s

voice m ailb ox.

• If the extension is in DND mode, the call will be forwarded immediately to the extension or mailbox.

• If the extension is busy — i.e., of f- hoo k on anot h er cal l — an d not i n DND mod e, cal l f orw ar di ng/no-

answer will not be followed; instead, call waiting will be initiated (if allowed) and if the call is not answered,
will follow the fixed call forward setting (normally your voice mailbox).

To set or cancel call forwarding/no-answer:

1. Assign code 5 6 7 to a programmable feature key ( see “Pr ogrammable feature keys,” page C.2).
This will make it a call-forward/no-answer key..

2. Press the programmed call-forward/no-answer feature key and enter the exte nsion or mailbox to
which you ar e for warding.

3. Press # to confirm.

4. Press a scroll key ( or ) to select either ENABLE or DISABLE for call forwarding/no-an swer.

5. Press # to confirm.

1

As an alternative (especially on phones without the CFWD key), dial 5 6 5  without selecting a destina tion and then hang up.

E.10

User’s Guide ESI Feature Phone operation



Call forwa r ding/ of f -pr e mise s

Y ou m ay1 also be able to call-forward to an outside number. This is called call forwarding/off-premises. When
this i s set, outside calls that are directed to your extension will be forwarded to the outside number. If the call
isn’t a nswered

2

in time, the caller will be routed to the extension’s voice mailbox.

To set:

1. Press CFWD.

2.

Enter the number (incl u di ng th e li ne gr oup ac ce ss co d e, such as “9”) to which you’re forwarding.

3. Press # to confirm.

Example: To call forward to 214 555-4141, press CFWD and dial 9 2 1 4 5 5 5 4 1 4 1 # .

To cancel:

1. Press the CFWD key.

2. Press

to cancel.

Call forwa r ding/no -a nswe r /of f -pr em i ses

Note: The ESI Cordless Handsets and 12-Key Feature Phone do not support call forwarding/no-answer.

You may1 also be abl e to cal l -forward/no-answer to an outside (“off-premises”) number. This is called
call-forward/no-answer/off-premises. When this is set, outside calls that are directed to your extension will
ring for a predeterm ined time, and then be forwarded to the o utside number. If the call isn’t an swered

2

in time,

the caller will be r outed to the extension’s voice mailbox.

To set or cancel:

1. Press an assigned call for w arding/no-answer programmable fe ature k ey (if necessary, review the
instructions on page E.10).

Enter the number (incl u di ng th e li ne grou p ac ce ss cod e , such as “9”) to which you’re forwarding.

2.

3. Press # to confirm.

4. Press a scroll key ( or ) to select either ENABLE or DISABLE for call forwarding/no-answer.

5. Press # to confirm.

Notes: If your system is using ESI Presence Management, consult the ESI Presence Management

If your system is on a PRI (ISDN Primary Rate Interface) line, and an outside caller is forwarded

User’s Guide (ESI part # 0450-0793) to learn about additional, special functionality that may be
available to you. If you’re not sure whether your system is using ESI Presence Management,
consult your System Administrator. For more information about ESI Presence Management,
visit www.esi-estech.com/presence.

off-premises to you (e.g., your cell phone when you’re away from the office), you can view his Caller
ID3 when you have set either call forwarding/off-premises or call forwarding/no-answer/off-premises.

1

Your system may no t suppo rt th i s featu re, o r your ext en sion may n ot be all o wed to have thi s featu re. Con ta ct you r ESI Rese ll e r for more information.

2

You must press 1 to answer the forwarded call (just as with off-premises “reach-me”; see page D.3).

3

For such external viewing of this data, the off-premises phone must have Caller ID service. (All cellular phones and service plans include

Caller ID service.)

E.11

User’s Guide ESI Feature Phone operation

Call waiting

If you’ve enabled call waiting for your station (PROGRAM 3 1) and a second call comes i n w hile you’r e on
another, a tone in your ear piece and the b ottom line of your display will in dicate that a second call is waiting.
You can ignore the waiting call and it will be transferred to your mailbox (or other destination set by the Installer).
To toggle betw ee n the two call s, pre ss FLASH. To drop either call, press RELEASE while connected to the
call t o be dropped: this disconnects it and automatical ly re-con nects y ou to the other call.

Call waiting display

Be sure to check the display when you’re using call waiting. Initial ly, the first line shows the name or number
of your original call (depending on how the call was created) and the call duration. The second line shows the
name or number of the call waiting along with the duration of that call. The arrow on the display will move
between the first and second lines, indicating to which call you’re connected.

1. You’re co nnecte d to XYZ Company, when you hear a beep and see that Joe Smith is c allin g:

1

Here’s an example:

Cordless
Handset or
24-Key
Feature Phone

(In this example, Joe’s call i s being transferred to you; it’s been in the s ystem f or 31 seconds.)

2. You press FLASH and are connect ed to Jo e. Note how the arrow moves to indic ate the change
of connection:

Cordless
Handset or
24-Key

Note: If Caller ID is not used, the Line number will appear instead of the caller’s name or number. If Caller ID is

used, in some instances the local telephone service provider will only show a general caller status such
as Unavailable, Private, or No Data Sent.

Feature Phone

Station-to-station call waiting

You can call, or transfer a call to, an other stati on that is in use (as i ndicated by the fact that its station key, if
one exists for it on your E SI Feat ure Phone, is glowing red). This generates a c all waiting tone in the ot her
stati on’ s ear p ie c e and put s a call wait i ng i n dic ation on the bot t om line of t hat st at i o n’s di splay, as explaine d i n
“Call waiting display” (above). If the person ignores the call waiting, your call or the transferred call will be
forwarded t o the per son’s m ailbox (or other destination set b y the installer).

Background announce fea tur e

(Not available on 12-Key Featur e Phone. )

During cal l wai t in g, you can also make a bri ef , pri v at e background announcement to the station's earpiece
(if its us er has en a bl ed th e ba ckgr o und an no u nce fe at ur e; se e “ Stat i on opt i on s,” pa ge C.4). A backgro un d
announ ce key must have been programmed at your statio n (code 5 6 9; see pp. C.2–C.3).

1. During call waiting (as described previously), press and hold the programmed announce key to speak; the
key will glow green if background announce is permitted or red if it isn’t permitted. The called station will
hear your voice over the outside person’s voice. Th e outside caller, however , can’t hear yo u. The called
person ca n re sp ond by pr e s sin g FLASH, which plac es the original cal l on hold.

2. Release the key wh en you’ r e fin i she d sp ea ki ng.

48-Key
Feature
Phone

48-Key
Feature
Phone

Note: This feature works only between ESI Feature Phones2 — and onl y i f (a .) the ca ll ed per so n ha s all o wed cal l

1

A 12-Key Feature Phone shows only the first caller. Even if you hang up from the first call, the se cond call’s Caller ID info won’t appear.

2

I.e., non-ESI analog phones on the system can neither send nor receive background announcements.

waiting and background announce and (b.) the called person is using his/her handset. The background
announce key will be green (if these conditions are met), indicating that a background announce can be made.

E.12

User’s Guide ESI Feature Phone operation





g)

g)

Hold/exclusive hold operation

The difference between hold and exclusive hold

Your ESI Feature Phone lets you put a call (internal or outsi de) on either hold or exclusive hol d .
Each puts a cal l i nto a st a nd by mo de, but her e’ s th e dif f er en ce betw e en t he two:

• Hold allows anyone on the ESI phon e syste m to retrieve the call. Users connecte d to out side (or Esi-

Link) calls can press HOLD to place the cal l on hold. The system ident i fi es he l d cal l s as bei n g in
numerically identified l ines — e.g., “Line One,” “Line Four ,” etc. Station calls that are put on hol d are
displayed a s “virtual” lines.
For example, if you need to tran sfer a call to another stat ion an d know the person is in the building but not
at his/h er de sk, you mi g ht page hi m/ her to pi ck up a “ call on Li n e One. ”

• Exclusive hold keeps the call only at the station wher e the us er pres sed HOLD.

Note: The way the HOLD key operates will depend on how HOLD key operation was programmed by the Installer.

Hold

(If you’re unsure about which hold feature is activated when following the instructions, contact your System
Administrator.) For future reference, place a checkmark next to the feature that’s activated — either hold or
exclusive hold — when you follow the instructions.

Exclusive hold

To place a call on hold

While on a call , pr e ss HOLD to place t he call on hold. The HOLD key LED will light solid red on your ESI
Feature Phone and will bli nk red o n all other phones. Also, y our ESI Feature Phone’ s display will show the
quantity, and numerical line identifications, of the calls currently on hold throughout your ESI phone system:

Cordless Handset or
24-Key Feature Phone

Oldest (and recallin

48-Key Feature Phone 12-Key Feature Phone

Newest

Oldest (and recallin

Newest

Oldest (and Newest Calls
recalling) holding

To retrieve a held call

T o retrieve a held call from the same ESI Feature Phone where it was put on hold, pres s HOLD again and
dial t he appropriate line number (using the display for refer ence).
To retrieve a held call from any idl e ESI Feature Phone on the system, press HOLD and dial the
appropriate line number. If retrieving a cal l from a different Esi -Link location, press HOLD followed by a
Esi-Link Locatio n Key and then dial the appropriate line number from the Esi-Link locatio n (for more on
Esi-Link, see p H.1). After call retrieval, the Feature Phone display will update to show lines currently
holdin g calls.

Notes: If your phone has any line keys programmed (see page F.13), each will blink red when a call is on

If your phone has station keys programmed (see page C.3), each will slowly blink when a call

hold on its lines; in such cases, just press that line key to retrieve the held call. On the phone where
the call was originally placed on hold, such a line key will blink green.

involving its assigned station is placed on hold. If you were the one who placed it on hold, the blink
will be green; otherwise, the blink will be red. To retrieve the call, just press the station key.

After yo u pres s HOLD, the display will help you choose the line number to retrieve: the top row will show
how many calls are on hold and the second row will show all held calls in the system. Newly held calls are
added from the right side of the second row.

Note: If mo re calls are on hold than t he display can show, each side of the display’s second r ow will show an

arrow, indicating that more lines have calls on hold. Press the corresponding scroll key (either  to
scroll to the left o r  to scroll to the right) to view the other line numbers where calls are holding.

E.13

User’s Guide ESI Feature Phone operation





Hold

Exclusive hold

To place a call on exclusive hold

T o place a call on exclusi ve hold on an ESI Feature Phone, pre ss HOLD for at least one second.
The display will briefly appear as follows . . .

Cordless Handset or
24-Key Feature Phone

. . . and then return to its normal state. Thi s exclu sive hold will cause the HOLD key to light solid red on
just that F eature Phone (i.e., where the key was pressed) and none other in the sy stem.

To retrieve a call from exclusive hold

T o reconnect to a cal l from the ESI Feature Phone where the cal l was placed on excl usive hold, you may
do any of the following:

(a.) From a phone idle state, press HOLD for at least one full second.
(b.) Press the blinking pr ogrammable feature key (see pp. C.2–C.3) that you know is pre-programmed

for that outside (or “virtual”) line or station. This will reconnect you immediately to the call.

(c.) Press HOLD briefly and dial the appropriate line number. Only the ESI Fe atur e Pho ne wh ere t he

call was placed on exclusive hold will display an “E” next to the line (identified by number) on which
the call is hol di ng. ( Th at li ne num b er won’t ap pear on the hold display on any oth er ESI Feature
Phone, because no other Feature Phone ca n retrieve that cal l.) In the example b elow, the Feat ure
Phone has a call o n excl u si ve hol d on li ne 12.

Cordless Handset or
24-Key Feature Phone

48-Key Feature Phone 12-Key Feature Phone

48-Key Feature Phone 12-Key Feature Phone

E.14

User’s Guide ESI Feature Phone operation

Paging

Your ESI phone system can be programmed to allow paging through an o ver he ad p agi ng sy st em and/or paging
through some (if page zones have been created) or all of the system’s Feature Phone speakers.

Overhead pagi ng

If the ESI phon e sy stem has be e n con ne ct ed to an ov er h ead p agi ng s yst em , yo u ca n pag e by assigning 5 9 9
to a programmable feature key (see pp. C.2–C. 3) to ma ke it an overhead paging key. Then, you can page
by pressing t his key, waiting for the two tones, and making your announcement.

Paging through phones

Press PAGE1 0 to page through all of the ESI Feat ure Phone speakers. Press PAGE and then enter a
programmed paging zone, such as 1 or 2 (see the System Administrator for a list of page zones). Pressing 0
pages all zones. The Installer may have added an overhead page system to one or more of these page
zones. The number of available zones will vary according to which ESI system you have.

Notes: Phones in use or in do-not-disturb mode will not carry a page through their speakers.
An ESI Cordless Phone carries a page only through a connected headset.

To page for pickup of an outside call

T o page someone to pick up an o utside call:

1. Place t he call on hold by pressin g HOLD.

2. Verify the line number from the display.

3. Page the pers on and announce the hol d location for retrieval. For example:
“Sarah, you h ave a cal l on Li ne Two — Sarah, Line Two, please. ”

Call pickup

From your station, you can answer a call ringing at another station or department by pressing PICK UP2 and then
either dialing the extension or ( if the destination is pr ogrammed into one of your keys; see “Programmable feature
keys,” pp. C.2–C.3) pressing the station key for the ringing station.

During night m ode (see page F.14), if a night bel l is in use instead of the night auto attendant, press PICK UP 0
to access the ringing outside call.

1

The PAGE key is also the # ke y.

2

The PICK UP key is also the  key.

E.15

User’s Guide ESI Feature Phone operation

Optional features

Live outside call s

If your station has been designated to receive l ive outside calls — i.e., t hose that have neither come through
the auto attendant nor been transferred — your ESI Feature Phone will:
(a.) Display that you are recei ving an outside call
(b.) Ring with a double cadence (internal calls ring with a single cadence).

While you’re on a call, additional live calls to your station will ring with a secondary ring (see page C.5).
T o answer any a ddit i on al calls, you must do one of the fol lowing:

• Disconnect from the current call.

• Transfer th e current call.

• Place the curre nt call on hol d.

You can press RELEASE to drop a current call and automaticall y be connected to the next ringing cal l.

Note: If your station is able to receive both live outside calls and calls transferred to you from the auto

attendant, you may wish to turn off call waiting at your station (to avoid confusion between a call waiting
tone in your earpiece and a secondary ring from a live outside call).

Operator station

If your station has been designated as the operat or station, you will also receive calls when a caller dials 0 in
the auto att e nd ant or from a stat i on.

Your display will indicate that the call ringing is one of the following:

• A call for the operator — Someone dialed 0.

• A call for your extension — Someone dial your extension number.

As the operat or, you may be responsible to manually change the Day/Night Mode of t he syst em (or tenant of
which your Feature Phone i s a memb er); if so, yo u m ust pr ogram a programmable feature key to perf orm this
(initially, the upper left key will be the day/night mode key). Each time the key is pressed the display will
change: DAY, NGT, DAY2, NGT2, HDAY or AUTO.
(day2 m ode), NGT2 (night2 mode) or HDAY (holiday m ode), the syst em (or tenant) wi ll operate in the
selected mode until you m anually change it again.

1

If you select DAY (day mo de), NGT (night mode), DAY2

1

AUTO indicates that the syste m will foll o w the day/ nigh t mo de tabl es p rog rammed by the Install er .

E.16

User’s Guide Special keys

Special keys

FLASH

The FLASH key serves several purposes:

• Getting a fresh dial tone without r eplaci ng the handset — When connected to an outsi de li ne, pr ess FLASH
to automatically disconnect and receive fresh outside dial tone. (See also “RELEASE,” below.)

• Sending a fl ash ho ok si gnal — If operating behind Centrex
hook sign al automatically to either the phone company’s central office or the host PBX. Either may use this
signal to provide you with additional features.

• Toggli ng betw ee n cal l s — If you hear a call waiting tone while o n a call, pres s FLASH to toggle betwe en
the two calls.

REDIAL

1

or a PBX, press FLASH to transmit a flash

Note: If using an ESI Cordless Handset, you must assign this function to a programmable feature key (see

“Optional features,” page F.14).

The REDIAL key allow s you to automatically call a stored name and number as shown b elow:

To . . . Press REDIAL . . .

Redial the last number called When your station is idle

. . . or . . .

After first lifting the handset or pressing SPEAKER

Automatically respond to a message During message playback with Caller ID

RELEASE

The RELEASE key serves several purposes:

• If pressed wh en connected to a cal l through th e handset, it disconnects t he call and gi ves you internal
dial t one.

• If pressed wh en you’re connecte d to a cal l via the speakerphone, i t disconnects the call.

• If pressed during c all waiting, it drops the curr ent call and autom atically connects to the waitin g call.

Notes: The hookswitch also acts as a combination FLASH/RELEASE key (and is the only way to perform these

To hang up when using an ESI Cordless Handset, press TALK or put the handset in its charging cradle.

functions on a 12-Key Feature Phone, which has neither a FLASH key nor a RELEASE key ).
To send a flash hook signal, quickly press the hookswitch once.
To release (disconnect), hold down the hookswitch for one second.

1

A special service your phone company may offer. See your administrator for further details.

F.1

User’s Guide Special keys

Esi-Dex

(Not available on ESI Cordless Handset s or 12-Key Feature Phone.)
Esi-Dex (“easy Dex”) is a powerful feature that lets you access and auto-dial stored names and numbers. You may

acces s names and numbers from as many as f our different Dexes (i.e., indexes):

Dex Source

Personal Dex Names you’ve stored for your use (see “Adding names to your Personal Dex,” below)
Station Dex All station, department, and guest mailbox names programmed by the Installer
System Dex1 All system speed-dial names set up by the System Administrator
Location Dex2 All location names on your Esi-Link network, which links to the Station Dex,

Esi-Dex prom pts displayed on a 48-Key Feature P hone

Prompt What it means

[Arrows] Move in the direction of the arrow as desired

BACK Moves backward to previous screen/record

DEL Deletes a specific name and/or number shown on the display
DIAL Dials the phone number
EDIT Edits information shown on the display

LOC Selects Loca tion Dex

NEW Creates a new record in Esi-Dex
NEXT Moves to next record or programming prompt

PAUSE Inserts a three-second pause in a phone number (if required for proper dialing)

PER Selects Personal Dex

STA Selects Station Dex
STOR Stores a name and phone number

SYS Selects System Dex

programmed by the Installer

1

The System Dex is available only if the System Administrator has programmed system-wide speed-dial numbers.

2

The Location Dex is available on only Esi-Link-enabled systems.

F.2

User’s Guide Special keys







Auto-dialing using Esi -De x

. . . On the 24-Key Fe a t ure Phone

1. While your station is idle (or just after receiving internal dial tone), repeatedly press ESI-DEX to
select the d esire d Dex:

Notes: System Dex and Location Dex aren’t available on every system.
For the remainder of this example, we’ll assume you selected Personal Dex. However, the

procedure is the same for any of the other Dexes.

2. Choose the desir ed na me from the sel e cte d Dex, us in g one of t wo met h ods.

Either:

(a.) Scroll — Pr ess the scroll keys (

and ) to l ook up and down t hrough the Dex until you find

the name (names will appear in the order in which they were stored in the Dex).

. . . Or . . .

(b.) Dial-by-name — Dial up to the first three characters

mailbox name. For exa m ple: if you want to call John Doe, dial 5 6 4 (because it spells J O H).
You’ll begin to see names that begin with those letters. You can then use the scroll keys (

) until you find the desired name and number.

and

1

of the extension, department, or guest

3. Press ESI-DEX again t o di al t he num ber.

. . . On the 48-Key Fe a t ure Phone

1. While your stat i on is i dl e (or just aft er re cei vi n g dial ton e) , pr e ss ESI-DEX. This causes the Esi-Dex
menu to ap pear, as shown:

2. Press a key to choose the ap propriate Dex —Station Dex (STA), System Dex (SYS), Location Dex
(LOC) or Personal Dex (PER) — or pre ss RELEASE to cancel t he proce dure.

Notes: System Dex and Location Dex aren’t available on every system.
For the remainder of this example, we’ll assume you selected Personal Dex. However, the

procedure is the same for any of the other Dexes.

The display now reads:

(Continued)

1

You can also dial just one or two characters, and then press # to enter.

F.3

User’s Guide Special keys









3. Choose the desir ed na me from the sel e cte d Dex, us in g one of t wo met h ods.

Either:

(a.) Scroll — Pr ess the scroll keys (

and ) to l ook up and down t hrough the Dex until you find

the name (names will appear in the order in which they were stored in the Dex).

. . . Or . . .

1

(b.) Dial-by-name — Dial up to the first three characters

of the extension, department, or guest
mailbox name. For exa m ple: if you want to call John Doe, dial 5 6 4 (because it spells J O H).
You’ll begin to see names that begin with those letters. You can then use the scroll keys (

) until you find the desired name and number.

and

4. Press DIAL to place th e call.

Adding names to y o ur P er s onal D ex

You can add nam e s to your Pers o nal De x by usi ng ei t her the Caller ID method or the manual method. The
Caller ID method is the same regardless of whether y ou’re using a 24- K ey or 48-Key Feature Phone;
however, the manual method is used differentl y on each phone model .

Caller ID m e t hod ( on either Feature P hone )

Whenever a Caller ID name appears on your LCD display (whil e talking on an incoming call or d uring
message retrieval) press ESI-DEX to automati cally store the name and number in your Person al Dex. The
displ ay co nfi r m s:

Manual method (on the 24-Key Feature Phone)

While your st ati on i s idle, press ESI-DEX until prompted to “ADD-A-NAME” . . .

. . . and then enter the name and th e number as pro m pted.

Note: If needed, press HELP for assistance.

1. To enter each character for the name, pr ess the dialpad key that i ncludes the desir ed character.
The ke y’s possible character entries will change each t ime you press the key.

2. When the desired character appears, press # to confirm its entry. The cursor will move to the next
character position. Use

Example: To enter a B, press 2 twice (the possible options through which to scroll are A, B, C and 2).

When B appears, press # to confirm and move to the next entry.

and  (the scrol l keys) to back up or to in sert a space.

(Continued)

1

You can also dial just one or two characters, and then press # to enter.

F.4

User’s Guide Special keys



3. Repeat steps 1–2 until the name is complete. Th e name may contain up to 15 chara cters (a spac e
is a character, too).

4. Press # again when finished entering the name.

5. Now, enter the number — including, if necessary , the line acces s code 9 (or 8 or 71–76).

Note: Use the  scroll key to enter special characters; use the  scroll key to backspace. You also

can use the scroll keys to view the number after it’s saved. To change the number, you must
delete it and then re-enter it as desired.

6. Press # to conf irm the entry.

Manual method (on the 48-Key Feature Phone)

1. While your stat i on is i dl e (or just aft er re cei vi ng di al ton e) , pr es s ESI- DEX . This causes the Esi-Dex
menu to ap pear, as shown:

Note: Your display may differ, depending upon the availability of certain Dexes on your system.

2. Press PER to choose the Personal D ex.

The display now reads:

3. Press NEW.

4. To enter each character for the name, pr ess the dialpad key that i ncludes the desir ed character.

5. When the desired character appears, press # to confirm its entry. The cursor will move to the next

6. Repeat steps 4–5 until the name is complete. Th e name ma y contain up to 15 characters (a space

(Continued)

The ke y’s possible chara cter entries w ill change each time you press the key.

character position. Use

Example: To enter a B, press 2 twice (the possible options to scroll through are A, B, C and 2). When B

appears, press # to confirm and move to the next entry.

and  (the scrol l keys) to back up or to in sert a space.

is a character, too).

F.5

User’s Guide Special keys







7. Press NEXT when finished entering the name. You will see the display for entering the number that
goes with t he nam e you entered.

8. Enter the number — including, if necessary, the line ac cess code 9 (or 8 or 71–76). To insert a two-
secon d pause, press PAUSE.

Note: Use the  scroll key to enter special characters; use the  scroll key to backspace. You also

can use the scroll keys to view the number after it’s saved. To change the number, you must
delete it and then re-enter it as desired.

9. Press STOR to confirm the entry, which the phone will show briefly before returning to the Personal
Dex di splay.

10. To make another name/number entry, repeat steps 3–9. To finish, press BACK.

Deleting nam es fr om y our P ersonal De x

. . . On the 24-Key Fe a t ure Phone

1. While your station is idle (or just after receiving dial tone), repe atedly press ESI-DEX to select the

Personal Dex:

2. Choose the desir ed na me fr om the Personal Dex, using on e of t wo met hod s.

Either:

(a.) Scroll — Pr ess the scro ll keys (

the name (names will appear in the order in which they were stored in the Dex).

. . . Or . . .

(b.) Dial-by-name — Dial up to the first three characters

the li sting for First International Bank, dial 3 4 7 (because it spells F I R). You’ll begin to see
names t hat begin wit h those letters. You can then use the scroll keys (
the desired name and number .

3. When the desired name and number appears . . .

. . . delete the entry by pressing either

1

You can also dial just one or two characters, and then press # to enter.

and ) to l ook up and down t hrough the Dex until you find

1

of the name. F or example: t o bring up

and ) until you find

or HOLD.

F.6

User’s Guide Special keys





. . . On the 48-Key Fe a t ure Phone

1. While your stat i on is i dl e (or just aft er re cei vi n g dial ton e) , pr e ss ESI-DEX. This causes the Esi-Dex
menu to ap pear, as shown:

2. Press PER to choose the Personal Dex.

3. Choose the desir ed na me f r om th e Per so nal De x, usi ng on e of t wo met hod s.

Either:

(a.) Scroll — Pr ess the scroll keys (

and ) to l ook up and down t hrough the Dex until you find

the name (names will appear in the order in which they were stored in the Dex).

. . . Or . . .

(b.) Dial-by-name — Dial up to the first three characters

1

of the name. F or example: to bring up
the li sting for First International Bank, dial 3 4 7 (because it spells F I R). You’ll begin to see
names t hat begin wit h those letters. You can then use the scroll keys (
the desired name and number .

4. Delete the entr y by pr es si n g HOLD.

and ) until you find

1

You can also dial just one or two characters, and then press # to enter.

F.7

User’s Guide Special keys



Using Esi-Dex: An example

Let’s sa y yo u’r e on a call wit h the XY Z Comp an y — XYZ COMPANY appears on your di spl a y — an d you
wish to save the name and number for future use. Just press ESI-DEX. Your display will confirm that the
inform at i on ha s been st or ed.
for each model of ESI Featur e Phone.

. . . On the 24-Key Feature Phone

1. Press ESI-DEX unt il y ou see PERSONAL DEX on the display.

1

Then, to call the XYZ Company in the future, use Esi-Dex as described below

2. Enter 9 2 5 (W A L). The display will show the first stored name that starts with the character range
from WAJ to YCL.

3. Press the scroll keys (

4. Press ESI-DEX ag ain. T his dials the n umb er for the XY Z Com pa ny .

Important: The number dialed (if stored from a Caller ID) will be the number for the actual line used by

the caller, and may be diffe re nt than the ca ller ’ s listed number . Addit ionally , some lo cal cal l s
may not be auto-dialed correctly, depending on the limitations of your area’s local dialing
plan. You may wish to create a manual listing for these. Consult your Administrator if you
need more help.

. . . On the 48-Key Fe a ture Phone

1. While your stat i on is i dl e (or just aft er re cei vi n g dial ton e) , pr e ss ESI-DEX.

and ) until XYZ COMPANY appears in the display.

2. Press PER to select the Personal Dex.

(Continued)

1

If the number is already in your Personal Dex, the message ALREADY STORED will appear on the display. This indicate s

Esi-Dex has prevented storing the same number multiple times.

F.8

User’s Guide Special keys



3. Enter 9 2 5 (W A L). The display will show the first stored name that starts with the character range
from WAJ to YCL.

4. Press the scroll keys (

and ) until XYZ COMPANY appears in the display.

5. Press DIAL. This dia ls t he num ber for t he XYZ C ompany.

Important: The number dialed (if stored from a Caller ID) will be the number for the actual line used by

the caller, and may be different than the caller’s listed number. Additionally, some local calls
may not be auto-dialed correctly, depending on the limitations of your area’s local dialing
plan. You may wish to create a manual listing for these. Consult your administrator if you
need further assistance.

System speed-dialing with Esi-Dex

If your admi nistrator h as programmed syste m speed-dial numbers, you can access one of these number s
either via E si-Dex, as explained in the foregoing discus sion, or aut o-dial it by dialing its corresponding
three-digit access number.

Example: If an ou t -of - tow n fa ct or y lo cati on has be en pr ogr amm ed a s syst em sp ee d-dial a ccess nu mb e r 605 , yo u can

lift the handset, receive internal dial tone, dial 6 0 5 and this will automatically dial the factory’s number.
You may also prog ram 605 ( in this example) as a programmable feature key ( se e page C.2).

Override ring

(Not available on 12-Key Featur e Phone.)

The override ring feature lets you pla ce a cal l — st ation- to-station, out side line or Esi-Link — or leave a voice
message when another call is r inging at y our station.

Placing a ca ll us ing the ov er r i de r ing fe atur e

First, pro gr am a feature key1 to be an Override Ring Key — by assigning to it the function code 5 8 0. Then,
to bypass an incomi ng stat ion or line call:

1. Before you begin the call, press the Override Ring Key you programmed. When you do this,
don’t take the handset off-hook and don’t press either a preassig ned headset ke y (see page F.15), a
preprogrammed line key or SPEAKER.

2. Once you receive dial tone, p ick up the handset and proceed with your call as you nor mally would. The
incoming call will be rerouted to the forwarding destination (such as your voice mailbox) your Installer or
System Administrat or has set for your station.

Notes: Any other feature keys not mentioned above will neither answer a call nor initiate the override

Use of the Override Ring Key also overrides any outside dial tone preference (see page F.13) that may

1

See “Programmable feature keys,” pp. C.2–C.3, fo r full details.

2

The override ring feature has no effect on calls ringing in from a hold recall, a queued line or an Esi-Link channel.

ring feature.

have been set for your station.

2

F.9

User’s Guide Special keys



Message monitor mode (live call screening)

(Not available on 12-Key Featur e Phone. )

Message monitor mode, or live call screening, lets you hear a caller leaving a message in your mail box, just
as with your home answering m achin e. You turn this feat ure on or off as part of user programming —

PROGRAM 3 6. While you hear the caller through your speaker, you have the fol lowing options:

Option Result

Lift the handset You intercept the call
Do nothing The system records the message to your mailbox for your later retrieval
Press MUTE/DND Temporarily mutes your speaker (the system continues to record the message

to your mailbox)

Note: During monitor mode, you will hear a call ring, then subdued ringing while the caller is hearing your personal

greeting, then their message. You can intercept the call at any time.

Personal greeting reminder

If you frequently change your personal greeting, use thi s option; it sets your station to remind you of your
current gre et i ng. The fi rst ti me yo u us e your pho ne aft er it has be en i dl e (for t he peri od y ou set in this functi on),
the system automatically plays your current greeting (and gives you the option to change it). The range is 0 (no
reminder) to 500 hours. To set this, press PROGRAM 3 2.

Example: If you change your personal greeting only when out of town for a few days, set the reminder interval to

72 hours; you’ll be reminded if your phone hasn’t been used for three days or if you’re away for a couple
of days. If you change your greeting several times a day, set the reminder for about 3 hours.

Headset operation

You can use a hea dset1 with your ESI Feature Phone. Unles s you’ re using an ESI Cordless Handset2, you must
program one of your progra m m able f eatur e keys t o be a h ea d set ke y
that you’ll use to connect to or disconnect fr om a call. The key wi ll blink green when a call is ri nging and gl ow gr een
when connected. I f you have a headset connect ed and the phone i s off-hook, pressing the scrol l keys (
will adjust the headset volume. After you initiate or answer a call using the headset key, lifting the phone’s
handset automaticall y ta kes y ou out of he ad set mo de. T o swit ch bac k to he ads et mod e whil e on a call , pr e s s
the headset k ey again and then pla ce the phone’s handset on-hook.

Using a Blueto oth hea dset

If you are using a Bluetooth® heads et wit h your pho ne t hro ug h the us e of a n optio n al ESI Bl u eto oth He ad set
Interface, the following table indicates what th e Headset Inter face’s LED indications m ean:

If the LED is . . . This means the headset is . . .

Off Paired and connected

Glowing solidly Paired and not connected (out of range)

Blinking slowly Paired and attempting to connect

Blinking rapidly Neither paired nor connected

3

(see “Optional features,” pp. F.14–F.19)

and )

(Continued)

1

Not all headsets are compatible with your ESI Feature Phone; contact your ESI Reseller for a list of compatible models.

2

Once a headset is plugged i n to an ESI Cordless Handset, audio is automatically transferred to the headset, so there is no need to program a

headset key if using a Cordless Handset. For headset use with a Cordless Handset, ESI supports only the headset that’s sold specif ically for th e
two Cordless Handset models. Contact your System Administrator for more information.

3

Not available on a 12-Key Feature Phone.

F.10

User’s Guide Special keys

Answer ing a call usi ng a pa ired Bluetooth headse t

Here is the procedure for answering a phon e call when usi ng a Blu etooth headset that is paired to your
ESI Feature Phone via the ESI Bluetooth Headset Interface.

Note: When an incoming call rings on the ESI Feature Phone, the headset will provide an audible ringing if

the headset supports this. This may cause a delay in the audio to the headset; some headset models
may not pass the audio through to the headset until the audible ringing has been completed.

1. When an in coming call rings the Feature Phone, tap the Bluetooth headset ’s Call butto n1 or pre ss
the Feature Phone ’s pr ogr a mme d HEADSET key .
The HEADSET key on th e Featur e Phone will glow gre en.

Note: If the Bluetooth headset moves out of range, the call will remain connected via the Feature

Phone’s HEADSET jack but audio will be lost. When the Bluetooth headset moves back into
range, the Bluetooth connection will be re-established and audio will return..

2. When finished with the call, tap th e Bluetooth he adset’s Call button or press t he Feature Phone’s
HEADSET key.

Placi ng a n out bound cal l using a pair e d Bluetooth headset

1. With the ESI Feature Phone idle, tap the Bluetooth head set’s Call button or pres s the Feature
Phone’s pr o gr amme d HEADSET key.
The ESI Feat ure Ph on e’ s HEADSET key will glow green, and you’ll hear dial tone on the
Bluetooth headset.

2. Dial the desired telephone number.

Notes: Special features such as voice commands, switching between calls, etc., using the Bluetooth

If the Bluetooth headset moves out of range, the call will remain connected via the Feature

headset button(s) won’t be supported (unless you’re using a Cellular Access key2).

Phone’s HEADSET jack but audio will be lost. When the Bluetooth headset moves back into
range, the Bluetooth connection will be re-established and audio will return.

3. When finished with the call, tap th e Bluetooth he adset’s Call button or press t he Feature Phone’s

HEADSET key.

(Continued)

1

The name given to this button may vary by headset manufacturer.

2

See the ESI Cellular Manageme nt User’ s Guide (ESI document # 0450-1189). ESI User’s Guides are available from

www.esiusers.com/downloads.

F.11

User’s Guide Special keys

Cautions

In general

Bluetooth is an industrial speci fication for low-power ed, short-range wireless net working. It provides a
way to connect, and exchange information between, devices. Bluetooth is used not only in cellular phones
and hand set s but als o per so nal com put er s, as well a s other de vic e s such as video game console s.
Blueto oth de vices use a globall y re co gn iz ed, s ec ur e, un li c ens e d, shor t - r an ge r adi o fr eq ue ncy.

Bluetooth compatibility

Not all Bluetooth-enabled headsets are alike, because different manufactur ers implement Bluetooth
slight ly different ly. To minimize su ch iss ues, a h eadset should compl y with the Bluetooth 1.2 (or higher)
specification.

Still, even then, there can be difficulty in making Bluetooth devices interact. In particular, a Bluetooth­enabled h ea ds et ma y:

• Fail to pair with the ESI Bluetooth Headset Interface.

• Turn off its Bluetooth capability by itself, due to either a power-saving setting or interference from

other devices.

• Suffer noisy or bad connections on calls. This can occur for a variety of reasons. The headset may
be too far away from the ESI Bluetooth Headset Interface, or it may encounter interference from
other Bl uet oot h de vi c es (or even other objects suc h as wal l s, appli an c es, an d cordless phones) .

Some headsets turn off while charging, causi ng the HEADSET LED to gl ow solidly . To reconnect the
headset after charging, just turn the headset back on.

Here is a short list of he ad set s that ESI us ed whi l e bet a - te st in g the ESI Blu et oot h He ads et Int erf a ce
(but this is not intended as an endorsement of any of these, nor as a statement that they will always
work prop er ly wit h it) . For a ddi tional update s, vi sit www.esi-estech.com/BT.

• Jawbone 2

• Plantronics

– Explorer 520 and 34 0
– Voyager 925

• Samsung WEP200

• Motorola H700

• Cardo Scalia 700

• Jabra BT20 20 and BT 80 40

(To learn mor e about the ESI Bluetooth Headset Interface, visit www.esi-estech.com/BT.)

F.12

User’s Guide Special keys

Outside dial tone preference

If you make mostly outside calls, you may find this setting helpful. It tells your station to connect automatically to
an available outside li ne; i.e., you don’t have to dial 9 (or 8 or 71–76) before t h e phone nu mb er. Therefore, whe n
you lif t the handset or press SPEAKER, you will immediately receive an outside dial tone from the highest-
number ed line available t o you.

1

Notes: To place an internal call while in this mode, press the appropriate station key or (a.) press TRANSFER to

On a Cordless Handset, press TALK to receive internal dial tone.

switch to internal dial tone and (b.) then dial the extension number.

Line keys

If some of your progr ammable feature keys have been program m ed as line keys (you can program line ke ys by
using PROGRAM 2), press a n unl it key to a cc es s the li n e. An out sid e cal l tr an sferred to your stat i on c an be
answer ed by simply li fting the handset or pressing SPEAKER. You do not have to press the line key. The LED
indications for the line keys are:

LED Line status LED Line status

Solid red In use Blinking green Ringing at your station
Solid green Connected to your station Slowly blinking red On hold by another station
Blinking red Ringing at another station Slowly blinking green Held by you

Notes: Dialing 9 (or 8 or 71–76) to be assigned a line automatically is always available.
Each ESI Cordless Handset has only red LEDs, and only on its four programmable feature keys.

Privacy release

This feature makes it easy to “confer ence-in” on a call: just press a line key assigned to the outside line the
call is using, and you’ll automatically join the call.

Private line

The illumination activity (such as blinking) otherwise is similar to that described above.

2

If a private line has been assigned to your station, you must have a line key programmed (see pp. C.2–C.3)
in order to access i t.

1

This aspect (i.e., that it’s always the highest line available to you) can’t be changed.

2

This feature may not be available on your system, depending on how it has been programmed. If you wish to enable this feature on your phone

system, contact your System Admini strator.

F.13

User’s Guide Special keys

Optional features

The following optional features may be accessi ble from your statio n. See t he Administrator f or details. In each
case, you must use a programmable feature key to serve as an on/off key for the feature (see “Programmable
featur e key s, ” pag e C. 2).

Note: In the codes, DDD = ACD department number and XXX = extension number.

Code Feature key Page

560 Manual day/night mode F.14 Y Y
561 Service observing F.14 Y Y

5DDD ACD agent log on/off I.1 Y Y

562 ACD agent wrap I.2 Y Y

563DDD ACD Administrator I.5 Y Y

564 Headset key F.15 Y
565 Call forward key F.15 Y Y Y

565XXX Forward to a destination F.15 Y Y Y

566 Redial F.1 Y
567 Call forward/n o-answer key E.10 Y
568 Message monitor key F.10 Y Y
569 Background announce key F.15 Y Y
570 Conference E.9 Y
571 Personal Greeting 1 F.16 Y Y Y
572 Personal Greeting 2 F.16 Y Y Y
573 Personal Greeting 3 F.16 Y Y Y
574 Caller ID key F.16 Y

575 and 576 Virtual answer keys F.17 Y

577 QuickPage F.17 Y Y
578 Mute/DND F.17 Y (DND only)
579 Voice mail F.18 Y
580 Override ring key F.9 Y Y
582 Record F.18 Y
583 Quick Switch F.18 Y
584 Account codes F.19 Y Y Y
585 Local CO key F.19 Y
587 Loop key F.20 Y Y Y
599 Overhead page E.15 Y Y Y

12-Key
Phone

ESI Cordless

Handset

24/48-Key

Phones

Manual day/ni ght m ode (C ode 560)

You can use a programmable featur e key to manual ly change the system’s main auto-attendant gre eting,
incomi ng c all dest i nat i on s, and CO li ne gro up a cces s.
among: DAY, NGT, DAY2, NGT2, HDAY (holiday) or AUTO.

Tip: To keep the system from being taken out of this mode, place it in auto and then delete the

Notes: The System Administrator can also change the mode and/or re-record the holiday greeting remotely to

If a second organization or business (“tenant,” in telephony terms) is sharing the phone system,

1

Depending on how the Installer has programmed your system, day and night mode for incoming calls and CO line group access may n ot change

upon use of this key.

2

AUTO indicates that the syste m will foll o w the day/ nigh t mo de tabl es p rog rammed by the Install er .

programmable feature key’s programming.

handle unexpected closings, such as for inclement weather.

switching between day and night mode also changes that tenant’s day/night mode.

1

Each time the key is pressed, the display switches

2

F.14

User’s Guide Special keys

Service observing (Code 561)

Your administrator may assign service observing capability to those users who need to monitor others’ calls
silently (e.g., in ord er to aid in qualit y assurance of call activity). To begi n service observing, press the
assign ed pr ogr a mma bl e fe ature key , foll owed by an ext e nsi o n num ber or stat i on k ey. To di s co n t i n ue
observing, press the station key again or hang up. As you observe another station’s incoming call, your display
shows t o whom that station is con nected and how long the call has lasted.

Note: The Administrator must authorize service observing for your station, and the Installer must program the

list of allowed extensions.

Headset key (Code 564)

Notes: Not available on 12-Key Feature Phone.
It’s unnecessary to program this key on an ESI Cordless Handset; one simply plugs in or unplugs a

This key provides for easy connecting to/disconnecting from calls when operating in headset mode (see
“Head set operatio n,” page F.10). Press the k ey to r eceive dial tone or to answer a ringing call. Press the key
again or pr e ss RELEASE to disconnect from t he call.

headset as desired.

Call-forward key (Code 565 or 565XXX)

Note: The 48-Key Feature Phone has a dedicated call-forward key (CFWD).

If you frequently call- forward your phone (see “Call forwarding,” page E.10), you can program a
programmable feature key as a cal l forwardin g key to automatically turn forwarding on and off. If you alway s
forward to the same extension, you can program a key with both 5 6 5 and the extension number.

Redial (Code 566)

Note: 12-Key Feature Phone only.

This redials the outbound number (i.e., not int er n al extension) most re ce nt ly di al e d fro m your stat i o n.

Call-forward/no-answer key (Code 567)

Note: Not available on an ESI Cordless handset.

Enables or disables the cal l-forwarding/no-answer feature. When this feature is enabl ed and someone calls
your station but receives no answer, the call will go to the destination you’ve programmed (for more details,
see pag e E.10). The difference between this feature (Code 567) and traditional call forwarding ( Code 565) is
that, with this feature, your phone actually rin gs first bef ore going to the selected destination.

Message monitor key (Code 568)

Easily toggle the m essage monitor mode o n or of f with this key. (Otherwise, you can perform the toggle by
pressing PROGRAM 3 6 and following the pr om pts.)

Background announce key (C o de 569)

During cal l wai t i ng, you c an al so ma ke a bri ef , pri v ate background announcement (see “Background
announ ce feature,” page E.12) t o the station's earpiece (if the stati on user has en abled this feature). Hold
down t he key until you hear a beep, then begin t alking; release the key when finished.

(Continued)

F.15

User’s Guide Special keys



 

Personal greeting keys (Codes 571–573)

These keys will provide for easy activation of one or more of your personal greeting s (see “Personal
greetings,” page D.1). The key's LED will be green for the associated personal greeting that is active. These
keys can be used in place of or in conjunct ion with manu al activation of t he greet ings in pr ogramming mode.

Note: For ACD key programming, see “ACD agent operation,” pp. I.1–I.5.)

Caller ID key (Code 574)

Notes: Not available on a 12-Key Feature Phone or ESI Cordless Handset.
This works only if you are receiving Caller ID service from your provider. Consult your Administrator,

Press this programmable f eatur e key t o see the stored Cal ler ID records for your e xtension’s 2 5 most recently
received calls. Use t he scroll keys ( / ) to view Caller ID information from different calls. (The system stores
Caller ID records for only extensions which have a Caller ID key assigned; so, when you first assign the key,
you’ll have no previous records through which to scroll.)

if needed.

Note: The Caller ID key will light only when there’s a missed call. Although voice mail messages’ Caller ID

information also is stored by the system, waiting voice mail lights only the VOICE MAIL key .

The phone display will also indicate each call’s classification as shown in this chart; also, if this is the first time
you’re seei ng this particular call’s record,

Classification

Answered by the station ANS A
Missed call (abandoned call) MISS M
Went to your voice mailbox VM V
Answered by “other” means (call-forwarding, use of

someone else’s PICK UP key , etc.)
New record

appears to the left of this indication.

On 48-Key Phone,

third line

RE R

On 24-Key Phone,

second line

While a recor d is on the display , you may do the following:

• To dial the caller di spl ay e d, pr es s REDIAL.

• To view the telephone number (rather than the name), press 2.

1

• To delete a record, press 7 while the record is on the display.

• To store the rec ord in y our Personal Dex, pr ess ESI-DEX.

To finish, press the Caller ID key again (or press RELEASE).

(Continued)

1

Not applicable to a 48-Key Feature Phone, which shows both the number and (if included in the Caller ID record) the name.

F.16

User’s Guide Special keys

Virtual Answer Keys (Codes 575, 576)

Notes: This works only if call waiting is enabled for your station. Consult your System Administrator if needed.
Not available on ESI Cordless Handsets.

You can program a Vir tual An swer Key to play a greeting t o a caller when your extension is busy and rout e
the caller to a desired destination by pressing this key. Program a programmable function key with either 5 7 5
or 5 7 6. Prompts will instruct you in how to record the greeting and program the caller’s destination.

The destinat ion ca n be eit her th e default call waiting or another station; t he syst em takes the cal ler there after
playing the r ecorded gr eeti ng. Wi th call waiting, the system places the calle r on hol d as call wait i ng (“campi ng on”)
for your station; if the caller can’t wait, he/she may (a.) press 1 to reach yo ur voi ce mail, (b.) enter another
extension or (c.) press 0 to reach the Operator. With another station selected, the call is forwarded to the station.

T o record the greeting fr om an idle phone:

1. Press the chosen programmable function key; then press RECORD.

2. Follow the prompts to record the greetin g and program the dest ination.

Sample greetings for Virtual Answer Keys:

“Hello. This is Harvey . I’m currently on another line, but I’d really l ike to speak t o you. Please hold a nd I’ll
be with you sh or tly. However, if you don’ t wi s h to wait on ho l d, pr ess 1 to leave me a voice message. You
may also either dial another extension or press 0 to reach the Operator.”

“Hello. This is Bill. I’m currently on another line, but I have been notified of your call. I am sending your call
to our Sales Department administrator for more immediate assi stance. Please remain on the line as your
call i s being transferred. Thank you.”

Note: If a caller presses 1 to go to your voice mail, the call will go into that extension’s mailbox, regardless of

Here’s an example. The Installer has set the call-forwarding for extension 101 to go to mailbox 102.

whatever call-forwarding settings your ESI Installer has made.

The user at extension 101 uses a Virtual Answer Key to answer a call, and the caller presses 1 when
prompted to go to voice mail. That caller will go to mailbox 101 — not mailbox 102.

QuickPage (Code 577)

Normally use d by an operator, this key lets you quic kly put on hol d, and page, a station user. Whil e on an
outside-line cal l, you can press a QuickPage key, then enter a station number (or pr ess a programmable
featur e ke y pro gr am me d for an ext e nsi o n) and the s yst em wil l automaticall y pag e the per so n

1

the call to the per s on’ s voice mailbox if he/ s he does n’ t an sw er.

Mute/DND key (Code 578)

This multi-mode key’s function varies, dep ending upon whether the phone is on a call or idle:

• If the phone is on a call (off-hook) — Mutes t he m icrophone so that the person on t he other end of the

line can’ t he ar yo u.

• If phone is idle (on-hook) — Put s the ph one int o do-n ot-di sturb (DND) mode, s e nding callers directl y to

your voice mailbox

Note: When programmed on an ESI Cordless Handset, this key performs only the DND function; to mute or

“un-mute” an ESI Cordless Handset, use the keys on its side.

(Continued)

2

.

, then forward

1

The system will access the paging zone for the extension and play the user’s name as recorded in the directory (if no name is recorded, it will page

by extension number) followed by the phrase “you have a call on hold” and the line on which the caller is parked — e.g., “John Doe, you have a call
on line 21.”

2

Or, alternatively, to other routi ng (su ch as the Operato r or anothe r cowor ker’ s exte nsion) set by the Installer.

F.17

User’s Guide Special keys

Voice mail (Code 579)

Allows a 12-Key Feature Phone (w hich lacks a de dicated VOICE MAIL key) to have voice mail access.

Warning: To use voice mail from a 12-Key Feature Phone, you must assign this code to a programmable feature

key. Failing to do so will disable the mailbox. (When you try to access a disabled mailbox, the system
will notify you that it’s disabled.) You still can retrieve previously left messages and access user
programming, but the mailbox won’t be able to receive new voice messages. Therefore, to enable the
mailbox, assign key code 579 to a programmable feature key.

Override ring (Code 580)

The override ring feature lets you place a call — station-to-station, outside line or Esi-Link — or leave a voice
message when another call is r inging. For full details on using this feature, see “Over ride ring,” page F.9.

Record (Code 582)

Note: Available for only ESI Cordless Handsets and the 12-Key Feature Phone.

Press this key to record any phon e conversation — or, when the Cordless Handset is idl e, to recor d a
personal memo. For more details on usi ng your ESI ph one system’s call recording features, refer to “Live
recording,” page D.7.

Quick Switch™ (Code 583)

Note: Available for only 48-Key Feature Phone and 24-Key Feature Phone.

Important: For the Qu ick S wit ch fea tur e t o wo rk, you r In sta ll er o r S ystem Adm ini st rat or mu st have p rogr amm ed a

relationship between your desktop extension and Cordless Handset or VIP Softphone. Program the key

on the desktop Feature Phone.

Press thi s key t o tr an sfer an a cti ve cal l between a desktop ESI Feat ur e Pho ne an d an ESI Cor dl e ss Ha nd set
or VIP Softphone (either direction — to or from the desktop Feat ure Phone).

Quick S witch ring options

When bot h the desktop exten sion and Cordless Handset or VIP Softphone are idle, press the Quick
Switch key. Follow the vi sual and audible prompts and use the scroll keys to change t he programmable
options conc erning what happens when a caller dials (or is transf erred to) either your desktop phone or
Cordle ss Hand s et or VIP Softphone:

• RING DESKTOP — Only the desktop phone will ring.

• RING CORDLESS — Only the Cordless Handset will ring.
In either of the two cases above, re-routing (including to a voice mailbox) will follow the desktop phone.
The other choice is:

• NO RING OPT — If a ca ller dials (or is transferred to) the desktop phone, only that phone rings. If the

caller dials (or is transferred to) the Cor dless Handset or VIP Soft phone, only the Cordless Handset or

VIP Softphone rings. Re-routing follows whichever phone rang.

(Continued)

F.18

User’s Guide Special keys

Performing Quick Switch

While you’re on a call, or while a call is ringi ng to t he desktop, the Quick Switch key on your deskto p
Feature Phone glow s solid green; this indica tes that you can perform a Quick Switch. To transfer the call
to your Cordless Handset:

1. Press the Quick Switch Key. This “blind-transfers” the call to the ESI Cordless Handset, causing it to
ring, while simultaneously di sconnecting the de sktop Feature Phone.

2. On the Cor dless Handset, answer the ringing call by pressing TALK; or, in VIP Softphone, answer
the ringing call by clicking ANSWER. Once again, the Quick Switch ke y on the desktop Feature
Phone glows green to indicate the ability to perform a Quick Switch.

3. When and if desired, press the Quick Switch key on the deskop Feature Phone. This “blind-transfer s”
the call back to the deskt op Feature Phone, cau sing it to ring, while simultaneously disconnecti ng
the Cordless Handset.

Of course, you can d o this in exac tly the reverse order — i.e., if you start out with a call on your Cordless
Handset, you can Quick Switch it to your desktop phone and, if desired, back again.

Notes: If you transfer a call unintentionally, pressing FLASH won’t retrieve the call. However, yo u can

If (a.) you’re on a call and (b.) another call comes in and (c.) you Quick Switch the active call to the

perform another Quick Switch or use the PICK UP key to pick the call from the ringing extension (i.e.,
press  followed by the extension number).

other phone (desktop or Cordless) . . . the call-waiting caller will continue to ring and follow regular
system routing (such as to your voice mailbox) if not answered in some manner.

Account codes (Code 584)

The accou nt co des ke y let s y ou assign an account c ode t o a s pe cif ic cal l. The sy stem st ores t hi s i n a re cor d w hic h
your company can use for tr acking pur poses. Thi s can be especial ly hel pful in envir onment s such as legal off i ces,
consultancies, ad vertising agencies and others where it is cri tic al to confirm bil lable hours for your clients.

Note: For exact codes to be used, consult your System Administrator.

During a cal l, pre ss t he key, enter a designat ed a ccou nt code, an d then pr e ss #. Th e co de mu st be num eri c al
only — i.e., between 0 and 9, only — an d no more t ha n 10 digi t s long.

For great er con ve nie n ce, yo u ca n as sig n fr equ e ntl y u sed acco unt code s t o programmable feat ur e key s. In
each case, just program 5 8 4 followed by the desi red account code.

General informat ion regar di ng us e of a c c ount codes

• Account cod es ar e appl i c abl e to o nly outside calls (not i nt er n al “ int er com” c all s).

• You can enter more than one account code dur i ng t he s ame c onversation — parti c ul arl y u sef ul in a
conference call that involves multiple cl ients or customers.

• Neither an incoming caller or a person being called will hear the tones as you enter account codes.

• If you enter an in cor r ect ac coun t co de, j u st pr es s the ac cou nt co de key a gai n an d ent er t h e desi r ed num ber.

• Pressing th e account code key won’t affect the recording of a call.

• It’s not necessar y to ente r an ac count code to place an outbound call.

• The pho ne system won’ t prevent ent ry of a n invalid account code.

Local CO (Code 585)

Note: Available for only the ESI Remote IP Cord les s Hand set.

The local CO key provides dial tone for an analog line connected to the Cordless Handset’s base statio n.

Important: Use this key if you have to make a 9 1 1 emergency call! Otherwise, it will appear to the dispatcher’s

computer as if you’re at the location of the ESI Communications Server and not where you really are.

F.19

User’s Guide Special keys

Loop key (Code 587)

A loop key allows for the appearance of a n y CO li ne or Esi-Link call that may be ringing a station, without the
need for a pro grammable feature key to be programmed as a CO li ne key. Up to six loop keys may be
program med per station.

Using a loop k e y

o Incoming outbound calls will appear on the first available loop key (if one or more loop keys are

programmed on the phone).

o Calls m ay be placed on exclusive hold simply by pressing t he active loop key.
o If multiple calls are on loop keys, a user m ay toggle between the calls by pressing a desired loop key.

(The call that was originally active on a loop key will be placed on exclusive hold.)

o Calls placed on exclusive hold on a loo p key can be retriev ed from exclusive hold by only the station that

placed the call on e xclusive hol d, and c an be ret riev ed simply by pressing the flashing loop key.

o If the HOLD key is used, the caller will be placed on system-wide (not exclusive) hold and the loop key

will return to an idle state.

Loop key LED indications

If the loop key LED is . . . The loop key call is . . .

Slowly blinking green Held by y our st ation
Blinki ng gr e en Ringing at y our st ation
Solid green Connected to your station
Slowly blinking red On Virtual Answer hold

F.20

User’s Guide Using 48-Key IP Feature Phone II remot ely

Using 48-Key IP Feature Phone II remotely

When used remotely (i.e., connecting to the ESI phone system over a WAN or the Internet rather than on a LAN),
a 48-K ey IP Feature Phone II will operate like a regular ESI Feature Phone, with these important exceptions:

• Mode display — The bot t om se ct io n of the pho n e’s di splay will show RMT ( short for remote) to indicate the
48-Ke y IP Feature Phone II’s curr ent mode.

• No 911/emergency calls — Because your phone isn’t connected directly to your local telephone network, you
must use a regular phone connect ed locally, not t he 48-Key IP Feature Phone II, to make 9 1 1 or other
emerge ncy calls. ( For more infor mati on, see ESI document # 0450- 0262, included with your 48-Ke y IP
Feature Phone II.)

Troubleshooting

Important: The audio quality of the 48-Key IP Feature Phone II is dependent on the quality of the connection between

Condition Procedure(s)

Phone display is blank

Phone display shows
software version

Phone connects but
doesn’t operate correctly

Phone won’t connect

the phone and the IP PBX at the main office. High data traffic on a poor or overloaded connection will cause
significant audio distortion, which may include pops and clicks, or warbling. In this case, contact your ESI
Reseller or network administrator for assistance. The quality of your main office’s outside phone lines also
can affect the phone’s audio quality. Due to the interface between advanced, packet-based phone systems
and the traditional public telephone network, a poor-quality phone line can degrade audio quality, causing an
echo on outside calls. An occasional echo isn’t unusual and doesn’t necessarily indicate a problem with
your system or lines; however, if this problem occurs persistently, contact your ESI Reseller for assistance.

• Check other phone functions. If you get dial tone when you lift the receiver and the
display is blank, the phone is defective.

• Make sure the Ethernet cable is plugged into the phone’s NETWORK jack (and not the
PC port).

• If no phone functions operate, check the phone power supply. It should be plugged into
the phone and into an active AC outlet. If the display is still blank, the phone is defective.

• Contact your ESI Reseller if the phone is defective.

The phone is faulty. Contact your ESI Reseller.

The phone may be defective. Contact your Reseller.

Important: See page A.7 for instructions on connecting your phone.

• Check the cable between the phone and network access device (router, hub or switch).
This cable should be plugged into the NETWORK port on the bottom of the phone.

• Check that the link light for the port on router is illuminated. If this light is not lit check the
power supply connection for the router.

• Check the cable between the network access device and the modem. The WAN port on
a router should be plugged directly into the modem. If using a hub or switch, connect its
UPLINK port to the modem.

• Check your IP connection by using your PC to access a site on the Internet (after
accessing a Web page, press Ctrl R [for Refresh] to verify that your We b browser is
displaying fresh data).

• Call the main office with a regular phone. Make sure the problem is not with the network

or IP connection at the main office.

Phone works correctly
but the audio quality
is poor

The problem is probably with the connection between the phone and the IP PBX at the
main office. Ask your Network Administrator or ESI Reseller to evaluate your connection to
the main office.

G.1

User’s Guide Using Esi-Link

Using Esi - L in k

Important: You are being assigned a special feature not covered in the regular station user guide or tutorial. Be sure to

consult the System Administrator for the Location Numbers used by your Esi-Link network.

Overview

Esi-Link is an optional featur e that n etwork s multiple ESI telephone systems (or locations) across an IP-based

network. Wit h Esi-Link, a mult i-site busi ness can integrat e up to 100 of its locations, using the latest V oIP (voice
over IP) tec hnologies. I nter-office calls, transferring outside calls, moving voice messages and ev en accessing
outside lines at remote locations are all features you can use over Esi-Link.

For exam ple: if yo u have a n of f ice i n Dal l as an d anot h er in Chi ca go, Esi-Link makes it po s sible for some on e in
the Dallas office to dial an extensio n in the Chicago office just as easi ly as if it were an extension down the hal l in
the Dallas office.

Network numbering

Esi-Link net w ork n um bering provides “transparent,” or uniform, dialing acro ss Esi-Link. This means that,
regardless of the location from which a user is dialing, the user can dial a number — i.e., the networ k nu mb er —
that matches the cal led person’s three- or four- digit extension number, and the call will be r outed appropriately
through the E si-Li nk network. In ess ence, the locat ion number (i.e., 7xx) doesn’t h av e to be di ale d, unli ke t h e
case with earlier implementations of Esi-Link.
remember six- or s even-di git num bers t o call co-w orkers. They can call any one, at any other Esi-Li nk remote
locati on, si mp ly b y dial in g t he per so n’ s re gul ar ext en si on nu mb er . Networ k num ber i ng pr ovides seamless f our­digit dialing between Esi -Link locations using a n et w ork nu mb e ri ng pla n .

Important: Because your Esi-Link network may include ESI systems not running software compatible with network

numbering, the instructions herein (except where otherwise noted) assume the need to dial a Location Key when
performing Esi-Link dialing operations. Your System Administrator (or, perhaps, your Certified ESI Reseller)
will let you know the correct procedure for your ESI Communications Server and your Esi-Link network.

1

Therefor e, en d user s in a mul ti-site envir onm ent d on’t hav e to

Location Keys

Each location in your Esi-Link network has a location number2 in the range of 700–799. To facilitate dialing into a
remote location, you can assign the location number to a programmable feature key — making it a Location Key.
When you press a Location Key, you’ll hear dial tone; you can then dial any extension, department, mailbox, or
outside line group access code3 in the remote location. For instance, a user in the Dallas office would press the key
programm ed for the C hi ca go of f ice a nd di al 1 0 4 t o r each ext e nsi on 10 4 in t he C hic ago of f ice. Y ou can pr ogr am u p t o
12 Locati o n Key s on each 2 4 -K ey Fe ature Phon e and up to 30 Locat i o n Keys on ea ch 48 -Key Feature Pho ne.

Program m ing a Loc ati on Ke y

Note: You may wish to review “Programmable feature keys,” page C.2.

1. Hold down t he desired programmable featur e key for at least two seconds to enter progra m m ing mode .

2. Enter the remote location number — such as 7 0 2.

Note: You can also use Location Dex (see page H.8) to select the remote location number.

3. Press the feature key again.

1

Network numbering works only on ESI Communications Servers running compatible system software . I f an E si-Link call in vo lve s a ny l e ga cy E S I system s

(or ESI Comm uni catio n s Serve rs run nin g ea rlie r syst em so ftwa re ), use rs still mu st dia l a loca tion nu mbe r prior to dial in g a remo te nu mb er. To con firm
whether your ESI Communica tion s Serve r currentl y suppo rt s networ k numbering , con sult you r System A dminist rator or your Certified ESI Reseller.

2

If necessary, consult your System Administrator to learn your Esi-Link network’s location numbers.

3

9, 8 or 71–76.

4

Also, you can program up to 60 Location Keys on a 60-Key Expansion Console (see page A.3).

4

H.1

User’s Guide Using Esi-Link

Programmable feature keys and Esi-Link: an introduction

With Esi-Link, you assign dialing information to your ESI Feature Phone’s programmable feature keys in the
usual way — i.e., if a remote l ocation station or mailbox is to be assigned to a programmable feature key, enter the
location number followed by the station’s extension number or t he mail box number.

Note: Programmable feature key lamp status of a remote location extension will appear only if the extension is

Tip: You can use direct programming (see page C.2) to program Esi-Link locations and extensions.

included in the “published” extension list of the remote location. Contact your System Administrator if you
need more information about published extensions.

Examples

Assigning a programmable feature key for extension 135 in location 712

1. Hold down the desired programm able featur e key f or at least t wo seconds t o enter progr amming mode.

2. Dial 7 1 2 1 3 5.

Note: You can also use Location Dex (see page H.8) to select the remote location number.

3. Press the feature key again.

Programming a call-forwarding key to extension 135 in location 712

1. Hold down the desired programm able featur e key f or at least t wo seconds to enter programming mode.

2. Dial 5 6 5 (the ES I system ’s call-f orwarding code [see “Opti onal features,” page F.14]).

3. Dial 7 1 2 1 3 5.

Note: You can also use Location Dex (see page H.8) to select the remote location number.

4. Press the feature key again.

Note: If you regularly forward to a particular remote location extension, you should also assign your mailbox

to a Remote Virtual Mailbox Key (see page H.7) at that remote location extension.

H.2

User’s Guide Using Esi-Link

Dialing an Esi-Link location

T o dial a station through Esi-Link, press t he appropriate Location Key followed by the desire d station’s remote
location extension number. For instance, let’s say you’re in Dallas and want to call extension 112 at your
Chicago location. Just press th e Location Key for Chicago plus the extension number (112).
dialing VOICE MAIL, etc. al l oper ate the same way. Basically, in each case where you would dial an e xtension,
mailbox, or outside line access, just press the Location Key first i f you’re calling a remote Esi-Link location.

As you d ial, your ESI Featur e Phone’s display shows the progress of the call. When you dial a Location Key, the
short name of the location will appear on the Feature Phone’s display (e.g., a location in Dallas might be
assigned a short name of “D AL”).

For exam ple, let ’ s say y ou want to dia l your Chi c ag o loc ati o n.
After you press the Location Key for Chicago, the display on your phon e might look similar to this:

1

Transfer r i ng cal l s,

24-Key
Feature
Phone

48-Key
Feature
Phone

The box es on the bottom line of th e display show there are a total of six E si-Link c hannels active at your lo cation.
Three of the E si-Li nk remote channels are busy; the rest are idle and available for new calls.

Or, when you press the Chic ago Locat ion Key and then dial the remote location extension (112 in this e xample),
the display will look like this (note that another remote channel is now in use):

24-Key
Feature
Phone

48-Key
Feature
Phone

If all Esi-Link channels at your location are busy, you will see:

24-Key
Feature
Phone

48-Key
Feature
Phone

You will then be prompted to press 1 to queue f or an available channel. If you choose to queue, you may press 1
and hang up. When a channel becomes available, your phone will ring, and when answered, you can redial the
Esi-Li nk num ber.

1

Or, if you prefer, you can directly dial the location number — so, in this example, you’d dial 7 0 2 1 1 2. Throughout this text, any reference to

pressing the Location Key is interchangeable with direct dialing of the appl icable location number.

H.3

User’s Guide Using Esi-Link

Transferring calls

Outside callers can be transf erred to remote location extensions, departments, and mailboxes.

Note: On legacy ESI systems1 and IVX S-Class Generation II, as well as ESI Communications Servers running

older system software, Esi-Link doesn’t allow an outside call coming from one location to be transferred
or forwarded to another (or third) location. In the event a call must be transferred to another location, use
the hold feature (see page H.5).

Transferring an outside call to a remote location extension or department

1. Press TRANSFER.

. . . then . . .

2. Either . . .
(a.) Press the Location Key and the n dial the ext ensio n.

. . . or . . .

(b.) If yo u have a programmable f eatur e key assign ed to that location number and extensi on,

press that k ey.

Note: If you’re performing a “blind” transfer — i.e., one which you’re not “supervising” by speaking

to the person to whom you’re transferring — don’t hang up until you hear a ringing tone,
which will confirm the transfer has been successful.

Transferring an outside call to a remote location mailbox

1. Press VOICE MAIL.

. . . then . . .

2. Either . . .
(a.) Press the Location Key and the n dial the ext ensio n.

. . . or . . .

(b.) If yo u have a programmable f eatur e key assign ed to that location number and extensi on,

press that k ey.

1

IVX E-Class, IVX X-Class, IVX Series, IP E-Class, and IP Series systems.

H.4

User’s Guide Using Esi-Link

Using feature keys with Esi-Link

T o use a fixed featur e key (e.g., TRANSFER) to access an Esi-Link location:

1. Press the fixed feature key.

2. Either . . .
(a.) Press the a ppropriate Locat io n Key.

. . . or . . .

(b.) Dial t he location num ber.

3. Dial the desti nation as follows:
(a.) If it’s an extension, voice mailbox or department group, dial the t hree-digi t number.
(b.) If it’s a pho ne number, dial the outside-line-access code (9, 8 or 71–76) followed by the phone

number — e.g., 9 4 6 9 5 5 5 3 2 5 5 to dial 9 + 469-555-3255.

The following infor m ation shows how to use both fixed and programmable feature keys to make it even easier to
use cert ain ESI ph one sy st em feat ur es o ver Esi-Link.

Paging

The ESI phone s yst em can be pr o gram me d to all o w pa g in g thr ou gh an o ver he ad paging system and/or
paging thro ugh some (if page zones have been created) or all of the ESI Feature Phones’ speakers.

Overhea d paging

If the remote location system has an overhead paging system connected to it, you can page there by
programming a feature key with the location number fo llowed by 599 — e.g., 7 1 2 5 9 9 — and using it as
you would a regular overh ead pagi ng key (see “Paging,” page E.15).

Paging thr ough phones

T o page through all of the ESI Feat ure Phone speakers at a remot e location:

1. Press PAGE (#).

2. Press the appr opriate Location Key.

3. Press 0.

T o access a programmed paging zone (see the Admi nistrator for a list of page zones):

1. Press PAGE (#).

2. Press the appr opriate Location Key.

3. Press the key f or the p age zone number (1, 2, 3, 4, 5, 6, 8, or 9). The Installer may have added an
overhead paging sy stem to one or m ore of these page zo nes.

Note: Phones in use will not carry a page through their speakers.

H.5

User’s Guide Using Esi-Link

Hold

Overview

• Placing a call on hold from home locat ion to remote location — When you plac e a call on hol d
locall y, you can initiate a page to a remote locati on, anno uncing the call and the line number on w hich
it is placed on hold at the original location. Press PAGE (#), followed by the appropriate Location Key
(and then dial the paging zone at the remote location). Upon hearing the page, the user at the remote
location presses HOLD fol lowed by the appro priate Location K ey. The remote location station dis pl ays
the locat i on nu mb er and s hor t n am e , a s w el l as the line num b e rs c u rrently o n h ol d at t h at lo c a tion. The
remote location user dials the line number on which the call is on hold, and answers the call. (If no
Location Key is pr ogrammed on the station, dialing the three-digit location n umber can be substit uted
for pressing the Locatio n Key.)

• Placing a call on hold from one remot e location to another — Once a cal l has been an swered at a
remote location, it can be placed on hold at that location. When the user from the remote location
places the call on hold, that remote location user can initiate a page to any other remote location,
announ cing the location and line number where the call is on hold. The user at the extension at the
other remote location presses HOLD followed by the L ocation Key for the location where the call is o n
hold. This user’s station disp lays the location number and short name, as well as the line numbers
current l y on hol d at t hat ori gi nal loc at i on. T h e n ew r em o t e location u s er t h e n di a l s the line n um b er o n
which the call is on hold, and answers the cal l. (If no Location Key is programmed on the station, dialing
the three-digit location num ber can be substituted for pres sing the Location Key.)
Alternatively, the remote user can transfer the call directly to the other remote location. The user at
the other rem ote location can th en plac e the call on hold and initi ate a page to another remote location.

Hold set

You can place outside line calls on hol d as you would normally. When paging someone at a rem ote
location to retrieve the held call, remember to announce your location number and outside line number to
be retrieved. For instan ce, if you need to have Jane in the Chic ago office retrieve a call being held in
Dallas ( location 70 1, in this example):

1. While on a call on lin e 5 in the Dal l a s off ice, pre s s HOLD.

2. Page the Chicago office.

3. Announce the cal l; e.g., “ Jane, y ou have a Dallas call on line 5. Jane, line 5 in Dallas.”

Hold retrieval from a remote location

1. Press HOLD.

2. Press the preprogr am m ed Location Key (or dial the location number).

3. Dial the number of the line on whic h the call is being held.

Voice mail

Moving a message to a remote location

1. While pl ayi ng b ac k the voi c e mail me s sa ge you wi s h to mo ve, pr ess 6.

2. Press the Loc ation K ey (or dial the location number).

3. Dial the mail box (extension) number.

Note: Messages are moved in the background, so it may take several minutes before the remote location

can receive them.

H.6

User’s Guide Using Esi-Link



Diali ng directly or transferring to a remote loc a t i on m a ilbox

1. Press VOICE MAIL.

2. Press TRANSFER, and t he n imm edi at el y do o ne of th e fol low i ng:
(a.) Press a programm abl e f eat ur e key t hat ha s be en pr e - pr ogr a m med for th at

remote location mailbox;
. . . or . . .
(b.) Press the Location Key and then dial the remote mailbox number.
. . . or . . .
(c.) Dial the l ocati on number foll owed by the rem ote mailbox number .

Virtual Mailbox Key — remote location

Note: It is strongly recommended that you assign a voice mail password. To enter a new password, press

PROGRAM 5 1. (If unsure whether you have one, you can check by pressing PROGRAM 5 3.

If necessary, see page C.5 for more details.

T o assign a pr ogrammable feature key to acce ss a voice mailbox i n a remote location:

1. Hold down the desired programm able featur e key f or at least t wo seconds t o enter progr amming mode.

2. Press VOICE MAIL

.

3. Dial the remote location number (or use Location Dex to select the location and extension number).

4. Dial the remote extension number.

5. Press the feature key again.

When there are new messages in the Virtual Mailbox, the key will flash red. When you access the Virtual
Mailbox, the key will light a solid green. If the Virtual Mailbox belongs to a remote-location Feature Phone,
that phon e’ s VOICE MAIL key will also be lit.

Note: For proper lamp indication, the mailbox must be included in the remote location’s list of published

numbers. Contact your Administrator if you’re not sure if the mailbox is published.

Voice mail retrieval from a remote location

1. Press VOICE MAIL .

2. Press the appr opriate Locat ion Key (or dial the remote location num ber).

3. Dial the mailbox (extensio n) number.
(If your voice mailbox password is enabled, the system will prompt you to enter your password.
To proceed, enter this password.)

Quick Groups/Qui c k Mov e c a pabilities

Quick Groups can include both local and remote location extensions, d epartments and mailboxes that are
assign ed as station keys on your ph o ne.

Note: You can use only programmed local or remote Esi-Link station keys to select the additional

mailboxes for Quick Groups.

H.7

User’s Guide Using Esi-Link

Other Esi-Link features

Using Location Dex to access a remote location’s Station Dex

. . . on a 24-Key Fea t ure Phone

1. Press ESI-DEX until LOCATIO N DEX app ears in the display.

2. Use the scroll keys ( or ) t o select the r e mote l ocati on name and number. You can also us e the
dial keys to “jump” to the first location nam e that begins with one of the letters on t hat dial key.

3. Press ESI-DEX again. T he ph one wil l disp l ay th e remote lo cation’s Station D ex, w here you can
select a station or department, just a s you would using th e Station Dex f or your location.

. . . on a 48-Key Fea t ure Phone

1. Press ESI-DEX; then select LOC in the display.

2. Use the scroll keys ( or ) t o select the remot e location name and number. You can also use th e
dial keys to “jump” to the first location nam e that begins with one of the letters on t hat dial key.

3. Press ESI-DEX agai n; t hen se l e ct STA (for Station Dex) in the display.

4. Use the scroll keys ( or ) t o sele ct the desired extension.

5. Select DIAL to ring the Esi- Link extensi on.

Tip: You can also use Location Dex to assign programmable feature keys as station keys and Location

Keys. If necessary, see “Programmable feature keys,” pp. C.2–C.3.

Examples:

Assigning a Location Key

1. Hold down the de sired programmable f eatur e key for at l e ast tw o seconds to e nter
programming mode.

2. Press ESI-DEX unt il LOCATIO N DEX appears in the display.

3. Press a scroll key ( or ) unti l t he lo cation is displaye d.

4. Press the feature key again.

Assigning a station key

1. Hold down the de sired programmable f eatur e key for at l e ast tw o seconds to e nter
programming mode.

2. Press ESI-DEX unti l LOCA TION DEX ap pears i n the display.

3. Press a scroll key ( or ) unti l t he lo cation is displaye d.

4. Press ESI-DEX; STATION DEX will appear in the display.

5. Press ESI-DEX again.

6. Press a scroll key ( or ) until the rem ote location exte nsion appears.

7. Press the feature key again.

H.8

User’s Guide Using Esi-Link

Call forwa r ding

Here’s how to program call forwarding to a remote locat ion extension, mailbox, or department.

On the 24-Key Feature Phone

1. Press a programm ed c al l- f or war di n g ke y and a pro gr amm a ble feature key you have alre ad y set for
the desired destination (whether it is an extension, a mailbox or a departme nt).

For instance, to forward to e xtension 112 in Chicago (location 702 i n this exampl e), press the

Chicago Locat ion Key and then dial 1 1 2.

2. To cancel call for war di ng, pre s s th e pro gram m ed cal l - forwarding feat ur e key an d th e n
press RELEASE.

On the 48-Key Feature Phone

1. Press CFWD.

2. Either . . .

(a.) Press a pr ogrammable feature key you have already set for the desire d destinati on (whether it

is an extension, a mailbox or a department).
. . . or . . .
(b.) Press the Location Key and then dial the desired extension, mai lbox, or depar tment.

For instan ce, to forwar d to extension 112 in Chicago (location 702 in this example), pres s CFWD,

press the Chicago Location Key and then dial 1 1 2.
Alter natively, you could pr e ss CFWD and dial 7 0 2 1 1 2 — i.e., 702 (l ocation) + 112 (extensi on).

3. To cancel call for w arding, press CFWD.

Note (for either phone):

Incoming calls that are forwarded when the remote location extension is busy or does not answer will be
sent to the call-forwarding destination of the original extension’s mailbox. If you regularly forward to a
particular remote location extension, you should also assign your mailbox to a Virtual Mailbox Key at that
remote location extension (see “Virtual Mailbox Key — remote location” on page H.7 of this document).

H.9

User’s Guide Using Esi-Link

Remote outside-line- gr oup access

To help reduce long-distance costs, your administrator may have allowed remote outside-line-group access.
T o dial a phone number that is local to the remote office:

1. Press the Location Key for the remote office.

2. Dial 9 (or 8 or 71–76)

3. Wait for the sec ond dial tone. Then, when yo u hear i t, dial the desired phone number .

As an ex ample, let’ s say you’re i n the Chi cago office and need to call a contact near the Dallas office. You
know that the Dallas location ha s an out side line acc ess code of 9 and a location number of 701. Ther ef or e,
you press the Locat ion Key for Dallas (or di al 7 0 1 ), dial 9, wait for the second dial tone and — w hen you
hear it — dial the local Dallas num ber.

Conferencing

You can conf er e nce up t o 15 ot her lo cal a nd remote locat io n stations and outside calls. A conference
member st ation in a remot e lo cat i o n also c an ad d on e or two memb er s to an existing confer e nce by us i n g the
remote locat ion co nferen ce bri dge. Additio nal members can be included; but, becaus e of potential voice
quality degradation, ESI recommends that conference bridges from n o more than two remote locations be
used for a conference call. To conference a remote locati on station:

1. While current ly c on ne cte d t o a stati o n or out side line, pr e s s CONF.

2. Press the Location Key and dia l the e xtension number for the person to be conferenced.

3. When the person answers, press CONF again to initiate the conference.

Note: If you decide you don’t want to conference this call, after all, press FLA SH to d isconnect the call

4. To add each additional member t o the confere nce (up to a maximum of 16 total co nference memb ers,
counti ng yo urs el f ), repeat step s 1–3.

and reconnect to the first call.

H.10

User’s Guide ACD agent operation

ACD agent op eration

(Not available on 12-Key Featur e Phone. )

Important: You are being assigned a special feature not explained in the regular station User’ s Guide or tuto rial. Be

sure to get your ACD department numbe r from the system administrator.

An ACD1 department is made up of agents who, when logged on, can receiv e calls for that dep a rtment .
Calls go to the logg ed-on agent who has been idle for the longest time si nce answering his/her la st ACD call.
If all logged-on a gents are busy, the ESI phon e system pla ces the calls in a holding queue and automatical ly
conne cts the longest-ho lding call wh en an agent becomes available. While holding, callers hear peri odic pr ompts
to continue to hold. As an ACD department agent, y ou mu st have on e of y our ph on e' s pr ogr amm a ble f eat ur e
keys programmed as an agent log-on/off key

2

(see below) for each ACD depar tment to which you’re assi gned.

This key lets you manuall y plac e yourself in or out of service for that department’s calls.

Notes: It is possible to be logged into two departments at once. Consult your Installer or System Administrator to

If no agents are logged on, incoming calls immediately follow that department’s call-forwarding routing.

confirm whether this is available on your particular ESI system.

Programming the agent log-on/off key

1. Enter Help mode by pre ssing HELP.

2. Press 3. Now Help mode will describe each key you press.

3. Press each programm able f eatur e key to determine the location of the log on/off key (the keys have been
assigned beginning with t he lower left-hand programmable feature key) .

4. Press HELP again to leave Help mode.

5. To program a new key location (or if one has not previously been pro grammed):

(a.) Hold down the desired programmable feature key for at least two seconds, to enter programming mode.
(b.) Dial 5 plu s the dep artment number.
(c.) Press the program m able featur e key again.

1

Automatic call distribution.

2

This key is automatically assigned when an extension is set up as a member of an ACD department.

I.1

User’s Guide ACD agent operation

Wrap mode

If you have paperwork or other wrap-up activities after a call, you'll appreciate the system's wrap m o de. While
you're logged on as an agent, pressing the programmed wrap key (or placing the call on exclusive hold) prior to
disconnecting from a call will set your station in wrap mode — this delays immediate assignment of the next call
until you have had time to complete any wrap-up activities. Press the wrap key aga in to release your statio n from
wrap mode an d be avai l abl e for the n ext cal l.

Notes: The Installer may have set a maximum allowable wrap time. If so, when you're in wrap mode, the

You need only one wrap key, even if your system allows you to be logged into two departments at the

upper-right portion of the display will show a count-down timer indicating the amount of time remaining in
wrap mode. At the expiration of this timer, you will automatically be available for the next call.

same time.

Programming the wrap key

1. Enter Help mode by pressing HELP.

2. Press 3. Now Help mode will describe each key you press.

3. Press each programmable feature key to determine the location of the wrap key (the keys have been
assigned beginning with the lower left-hand programmable feature key).

4. Press HELP again to leave Help mode.

5. To program a new key location (or if one has not been previousl y programmed):

(a.) Hold down t he desi red pr ogrammable feature key for at least two seconds, to enter

programming mode.
(b.) Dial 5 6 2.
(c.) Press the progra m m able featur e key again.

LED indicator

The LED on the agent log-on/off key will indicate your agent status as follows:

LED appearance Indicated status

Solid green Logged on

Solid amber In wrap mode

Solid red Logged off

Flashing red Automatically logged off

Note: If you leave your desk and forget to log off, and the system sends a call to your station that is not answered,

your station will be automatically logged off. You must log back on, upon returning to your station, to be

available again for calls for that department.

I.2

User’s Guide ACD agent operation

Display indications

While you are logged on, the display will show the department’s call status as shown below.

• If you're logged on but idle:

• If you're log ged on and on a call, the display shows the Caller ID (or line number) and duration of the
current call.
calls waiting in queue and the longest hold time:

Additionally: to help alert agents that calls are in queue, a short tone will be heard each time a new call is added
to the queue.

On 48-K ey Feature Phones only, a soft key labeled NXT (directly beneat h the center of the display) can be used
to display additional ACD information. The following examples explain the information presented.

1.

2.

1

The second line shows the Department name momentarily and then is replaced by the number of

The pho ne is idle. The user is logged into two ACD departm ents
(the one on th e top line, TECH SUPPT, is the first one the user
logged-onto). WT (wait) shows how long the lon gest-waiting call in
either queue has been waiting.

A call is ringing. The display shows the Caller ID information and
the ACD departm ent nam e —
in this case, SALES.

3.

4.

5.

(Continued)

A call is ringing via Esi-Link from the HOUSTON location for the
TECH SUPPT department ( the user may be logg ed into either one

or two ACD departments; but, if it’s two, the bottom line of the
display makes it clear w hich department is recei ving the Esi -Link
call).

T e n seconds after the user answers the call, his/her display shows
the appro pr iat e de par tm e nt name a nd queu e i nto which the cal l
came.

Pressing th e NXT soft key takes t he user to the next display
indication.

This shows the full Caller ID information, along with the location’s
short name (here, HOU).

Pressing th e NXT soft key while this appears t akes the user to the
next displa y indication.

1

On a 24-Key Feature Phone, the call duration appears on the first line of the display. On a 48-Key Feature Phone, it appears on the third line of the

display.

I.3

User’s Guide ACD agent operation

This shows how many cal ls are queued in the two ACD

6.

7.

8.

9.

10.

departments where the user is logged on. A wait (WT) countdown
timer indicates the length that the longest-holding call has been
holdin g.

Pressing th e NXT soft key while this appears t akes the user to the
next displa y indication.

This shows the wait t ime for curr ent calls ACD d epartments where
the user is logged on.

Pressing th e NXT soft key while this appears takes the user back
to display indicat ion 4, above.

The pho ne is idle. The user is logged onto two ACD departments
but has summ o ned th e normal idle display shown here by
pressing the NXT soft key f rom the ACD id le display (display
indication 1, above).

Pressing th e NXT soft key while this appears t akes the user to the
next displa y indication.

This shows total l og-on time (in hours and minutes) and wrap time
since the last log-on. Pressing NXT again will show log-on totals
for the second department. After all of these have a ppeare d,
pressing th e NXT soft key returns the user t o display indicati on 1
(page I.3).

The pho ne is i dle and logged onto a single ACD department.
Pressing th e NXT soft key takes t he user to display indica tion 9

(above).

The pho ne is idle, logged onto a single ACD departm ent, and in

11.

12.

wrap mode.
Pressing th e NXT soft key takes t he user to display indication 9

(above).

The pho ne is idle, logged onto two ACD departments, and i n wrap
mode. The display shows what currently is the longest wait time for
either depart ment. The wrap mode applies to both departments.

Pressing th e NXT soft key takes the user to display indication 9
(above).

While logged on: no DND, monitor mode, call forward,
or programming

While you are logged on as an agent, the system will deny your station the ability to place your phone in DND or
monitor mode or to call-forward calls.

When you log off, your station returns to normal regarding these capabilities.

Call waiting

While you are logged on as an agent, calls routed to you as a member of an ACD department will not call-wait to
your station. However, calls that have dialed your extension number directly will call-wai t .

I.4

User’s Guide ACD agent operation

ACD administrator key

Setti ng a programmable feature key to be an ACD administrator key allows a user to vie w the cal l a ct ivi t y of an
ACD group. Set a programmable feature key with 5 6 3 and the ACD department number (for example, 5 6 3 2 9 0 ),
and then press the key. It will glow green and the bottom line of an ACD group's display will appear until you
press the key again.

T o program an ACD admi nistrator key:

1. Hold down the desired programmable feature key for at least two secon ds, to e nter
programming mode.

2. Press 5 6 3 followed by the ACD department number.

Note: If you don’t know the department number, contact your System Administrator.

3. Press the same programmable feature key again.

Notes: While you’re logged on, your phone’s display will show the department’s call status (see “Display

Only two ACD administrator keys can be programmed per department on the ESI-100. The ESI-200 allows

The department call display takes priority over most other displays, such as voice mail or user programming.

indications,” page I.3); however, department calls WON’T be directed to your extension.

four ACD administrator keys per department, and the ESI-600 or ESI-1000 allows eight.

If you must see display information while playing voice messages, log off from the ACD department first.

I.5

User’s Guide Analog stations

Analog stations

If your station has been i nstalled as an anal og station, it will be able to use only a standard-type telephone.
Becaus e the phone isn’t integrated to t he phone syst em (like the ESI Feature Phones), its operation and
capabilities will be different.

1

Note: The following ESI system features are not available to analog stations:

Tip: To use a non-ESI cordless phone in conjunction with an ESI Fea ture Phone, program a programmable feature

• Account codes.

• ACD agent or administrator features.

• Call forwarding.

• Call-forwarding/no-answer.

• Call reco rding.

• Caller ID key.

• DND.

• Esi-Dex.

• Exclusive hold.

• Overhead paging access (unless overhead paging is included in a paging zone).

• Redial from voice mail.
. . . as well as other optional features described in “Special keys” (page F.1).

key (or use CFWD) to easily forward calls to the cordless phone when out of your office. Have the Installer
program the cordless phone’s station programming to forward unanswered calls to your ESI Feature
Phone’s mailbox.

Using FLASH

A flash-hook, or FL ASH — a momentary break in the conne ction — is required to perform many of t he stat ion
operations below . You can generate a FL ASH by momentarily depressing th e hook swi tch (or, if your phone
is so equipped, press the special key on your phone).

Caller ID

If you subscribe to Caller ID from your telephone service provider, the Caller ID display will show an outside
caller ’s name and/or number.
such as UNAVAILABLE, PRIVATE, or NO DATA SENT.

On internal station-to-station calls, the Caller ID display will show the extension number as the calling number, and
the station name as the caller’s name. On Esi-Link calls, the Caller ID display will show the location number and
extension as the cal ling number, and the remot e location’s station name and “s hort na m e”

2

In som e insta nces, the service provider can send only a ge neral caller status —

3

as the caller’s name.

Note: Caller ID will not display with call-waiting.

Placing calls

When you first lift the handset you will hear internal dial tone. Dial 9 (or 8 or 71–76) to acc ess an outside line and
dial t he number. To place an internal call, si mply dial the extension number, department n umber, etc.

1

If you're not sure about the installation of yo ur statio n, con ta ct your admini stra tor .

2

If you don’t subscribe to Caller ID, the display will show (instead of the caller’ s name or number) whi ch line is recei ving the call .

3

For example, the Installer might have programmed “DAL” as the short name for a remote location in Dallas.

J.1

User’s Guide Analog stations

Transferring calls

Transferring outside calls

While connect ed to a n outside call, FL ASH and dial the extension number. Hang up immediately to perf orm a
blind transfer; or, to perform a supervised transfer, wait until the called person answers, announce the caller,
and then hang up. If the transferred-to person does not answer, FLASH to be reconnected to the original caller.

Transferring a call to a mailbox

To transfer an outsi de call er to anot her user’ s mail box, FLASH and dial # and t he mail box number. Y ou and the
caller will be connected to that user’s personal greeting. You may choose to hang up im mediately or listen to
a portion of the personal greeti ng to assure yourself th at you have placed th e caller into the correct m ailb ox.
If not, FLASH to exit the mailbox and be re connected to the ori ginal caller.

Note: Regardless of when you hang up, the caller will hear the entire personal greeting. To insure the privacy

of the message, you will automatically be disconnected at the record tone.

Transferring a call to the main greeting

T o transfer an outside caller to the main greet ing, FLASH , dial # and hang up.

Transferring a user to his/her mailbox

T o transfer to his/her mailbox a user who's calling f rom the outsi de to pick up m essages, FLASH, dial , and
the appropriate mailbox n umber and hang up.

Conference calling

T o create a co nf ere nc e call :

1. Establi sh the first call.

2. FLASH twice (quickly) to place the call on hold.

3. Place a second cal l as yo u nor m all y wo ul d.

4. Once connected to the second call, FLASH again to connect all of you together.

Notes: To add an additional member to the conference, FLASH once and then repeat steps 3–4.
A single conference can contain a maximum of 16 members.

To remove or disconnect a conference you’re in, just hang up (disconnect).
To cancel adding someone to a confere nce, ha ng up if :

• The pho ne is ringing the add -in member’s number.

• The add-in member answers the call (you will have only the option to disconnect).

• You’re routed to a voice mai lbox (if it’s a stat ion-to-stati on call).

In all cases, when the analog station disconnects to cancel the add-in member, the call will ring back and
connect to the original station or outside line. You will be automatically reconnected to the conference when
cancelling the additio n of a member.

Note: Once you FLASH twice to create a new conference, you can’t toggle between calls or transfer a connection.

This is the same when adding a member to an existing conference.

J.2

User’s Guide Analog stations

 

Call waiting

T o enable call wai t i n g for yo ur st ation, press  XXX 5 3, where xxx repr esent s your analog station’s extension
number. Then, if someone calls you while you’re already on a call, you’ll hear a tone in your earpiece. FLASH to
toggle between the or iginal call and the call waiting. To drop either call, hang up while connected to t he call to be
dropped. When your phone rings, lift the handset and you will be reconnected to the other caller.

Note: The ESI Communications Server doesn’t support call-waiting Caller ID on analog stations.

Call hold

This is used to place external callers1 on hold for retrieval fro m any station within the ESI phone system.

Putting a call on h ol d

While on an out si d e call , FLA SH an d dial   . A short voice prompt will tell which line number the call is
using; you will then receive internal dial tone.

Retrievi ng a cal l fr om on hol d

From internal dial tone, dial   and the line number where the cal l is on hold.
Dial

Hold recall

0 to answer t he oldest held call in the system.

If a held call is not retrieved during the period of time (set by the Installer), it will recall to your phone if your
station is idle. You will hear three short ring tones. Lift the handset; you will be connected to the held call.

If you are on a call when the recall occurs, you will hear a call waiting tone. To toggle between the two calls,
FLASH (or hang up, wait for ring, then answer).

Paging

This fun cti o n all ow s for pagi n g thr ou gh an overhead paging sy stem and/or desi gnated available ph on e sp eakers.
Press # and 0 to access all av ai l abl e st at i on s.
Press # and 1, 2, 3, 4, 5, 6, 8 or 9 to acces s a pr ogr amm ed pa gi ng zo ne.

Note: A page will not be sent to the speakers of phones in use.

Tip: To page for pick up of an outside call, put the caller on hold by dialing FLASH   . A voice prompt will

indicate the line number. Then page the person and announce the line number for retrieval.
For example: “John, you have a call on line 1. John, pick up line 1, please.”

Call pick-up

A call ringing at another station can be pic ked-up by pressing  and dialing the ext ension number. Dialing  0
will answer the longest ringing outside call.

1

An analog station can’t put an internal call on hold.

J.3

User’s Guide Analog stations

Voice mail operation from an analog station

The ESI phone system will provide accurate and timely messages. Others will become more comfortable leaving
you voice messages i f you pick- up and respon d to your messages pr omptly.

Personal gr eet ings

Initially, your mailbox has a g eneri c greeting: “You have reached the mail box fo r ext ension xxx, dial zero to
reach the operator or begin recording at the tone.” You can record up to three different personal greetings in

your own voi c e indicating your avai l abi l it y to return calls. Here ar e som e ex am ple s:

Sample greeting 1:
Hi, this is [name]. I’m away from my desk or on the phone right now; so please either dial zero to reach

Sample greeting 2:
Hi, this is [name]. I’m out of the office. You may dial 1 2 2 for my assistant or, if you prefer, you may

Sample greeting 3:
Hi, this is [name]. I’m away from my desk at the moment. To have me paged, dial 3.To reach the

Following is a list of options t hat you may wish to include in your personal gr eetings:

our operator, or leave me your name, number and message at the tone and I’ll get back to you as soon
as I can.

leave me a voice message at the tone — I’ll check in regularly — or, if it’s important, dial 4 now to reach
me on my cell phone or dial 2 now to leave me an urgent message that will page me automatically.1

operator, dial zero. Otherwise, leave your name and phone number at the beep so I can return your call.1

Option Instruction

0 To reach the operator
1 To skip directly to the record tone (or “beep”)
2 To mark this message as urgent (see “Urgent messages,” page D.9)
3 To page (internally) the person for whom the caller is leaving a voice mail message
4 To perform off-premises “reach-me” (see “Off-premises ‘reach-me,’” page D.3)2
8 To the main greeting (if your system is using the auto attendant)

XXX An extension number of another user

Note: Option 3 is available only when personal greeting 3 has been recorded; and option 4 is available only

Shortcut: When leaving a message in another mailbox, press 1 during the personal greeting to advance directly to

when personal greeting 2 has been recorded.

the record tone without having to listen to the remainder of the greeting.

You can cha nge th e personal greeti ng s as oft e n as nec es sar y by r ec ord in g over a pre vi ou sl y rec ord e d
personal gr eeting.

Warning: Deleting your personal greeting will not revert to the initial default greeting, but will turn off your mailbo x.

Message waiting indication

If you have new messages, you will hear a short prompt (“Y ou ha ve new m essa g es”) followed by internal dial
tone w henever you lift the handset to place a cal l. You can choose to retrieve your messages then, or place
the call .

Note: The ESI Communications Server doesn’t support any visual message-waiting indication on an analog station.

1

These sample greetings refer to certai n featu res whi ch may not be acti vate d for your exten sion; con sult your System Admini strato r for additional

information, if necessary.

2

If your syst em is u sing E SI Pres en ce Man age me nt , c on sult the ESI Presence Management User’s Guide (ESI part # 0450-0793) to learn about

additional, special functionality that may be available to you. If you’re not sure whether your system is using ESI Presen ce Management, consult
your System Administrator. For more information about ESI Presence Management, visit www.esi-estech.com/presence.

J.4

User’s Guide Analog stations









Retrieving messages

You can pick up m ess age s fr om yo ur stat io n, whe n aw ay fr om the office or from another user ’ s ES I Feature Phone.

1. Lift the handset, and then di al
main greet i ng, pre s s
VOICE MAIL,

and enter your extension number or ha ve the operator tran sfer yo u by pressing

, and enter ing yo ur extension n umber.

2. If required, enter your password. the ESI phone system will announce the number of new and old
messages and will start playback of messages with the oldest new message and continue until all
messag es a nd rec or di n gs ha ve pl ay e d.

Voice-prompted instructions will be played at the end of each message. Once you've learned these prompts
(see the char t, “Functions available during anal og station voice mail mes sage ret rieva l”) you can proceed
more r apidly by pre ssing one of th e following keys any time d uring the message or during a prompt.

Functions available during analog station voice mail message retrieval

followed by your extension number. If calling from the outside, at the

Note: Functions tinted light gray, below, either change or are not available when you’re using an ESI

Key Function Description

1 Pause Pauses for one minute or until 1 is pressed again.
2 Hear time/date Pauses the message, plays the time/date of when the message was left

3 Reply Replies to the originator of a message (if from a user in the system). Record your

4 Back up (rewind) When pressed during message playback, rewinds 4 seconds for each key press.

5 Access user

6 Move Moves a copy of the message to other users’ mailboxes.

7 Delete Deletes the message from the mailbox

8 Main greeting Goes to the main greeting

9 Save Saves the message (it will be played as an old message the next time messages

9 9 Save as new Skips over a new message and leaves it as a new message (i.e., it will be played

0 Operator Transfers you to the operator.

Feature Phone (see page D.5).

and resumes.

reply at the tone; press 1 to stop. You will be returned to your mailbox and the
original message.

If pressed after the message has finished, it returns you to the beginning of
the message.

Accesses user programming menu.

programming

You may move the copy with or without an introduction.
After the move, the system returns you to your mailbox and the original message.

(see “Message Recycle Bin,” page D.9).

(if your system is using the built-in auto attendant).

are picked up).

as a new message the next time you pick up messages). You must press the 9
key twice within two seconds.

#

Leave
a message

To disconnect Always press  before hanging up (if you press it during playback of a message,

Lets you record a message in one or more mailboxes. At the prompt, enter the
desired mailbox number. Press # and then enter up to 65 mailbox numbers, using
the phone’s dialpad and programmable feature keys. Mailboxes in a department
count toward the maximum of 65.

the message and any other unsaved messages will be saved).

Retrieving messages from another user ’s ESI Feature P hone

Press VOICE MAIL  and dial your ext e nsi on num ber. Follow the proce dur e s descr i be d on pa ge J. 5.

J.5

User’s Guide Analog stations

Analog station programming

After logging into your mailbox (pressing  foll owed by t he mailbox number), dial 5 to program.

1 Select personal greeting

Select t he de sir ed gr e eting number: 1, 2 or 3. The system will prompts to re-record, delete, hear, or select as
the curr ent gr e eting by pressing #.

1 Record personal greeting

Begin recording at the ton e ; press 1 to stop. The new person al greeting automatically replaces the
previous greeting.

Note: Your mailbox will be disabled if no personal greeting exists.

2 Delete personal greeting

When prompte d, pres s 2 again to confirm deletion.

Warning: Don't delete all of your greetings. If you do, the system will turn off your mailbox until there is once

again at least one greeting.

3 Hear current pers ona l greeting

3 Call waiting

1 Enable call waiting
0 Disable call waiting

5 Password

The password will apply to station programming, voice mail retrieval and certain other features
(when activated).

1 Enter new password

Your password may co nsist of 2–8 digits followed by # (0 cannot be the first digit). Entering 0 ( zero) as the
sole password will turn off the password requirement.

2 Delete current password
3 Hear current password
4 Password security level

Select one of the following passw ord le vels.

Selection Result

0 No password required for access from any phone
1 Password required only for remote access, either off-premises or from other stations within the system
2 Password always required

J.6

User’s Guide Analog stations

Off-premises message delivery

The ESI phone system can be programmed to deliver messages t o an off-premises phone and/or to page
you when your voice mailbox receives a messag e . You can set the phone number (cell phone, home number,
another ext ension, etc.), and t he pager number. You can fur ther set the system to deliver only messages
marked as urgent (see "Urgent messages,” page D.9).

The Admi nist r at or ca n al so set for your st ati o n the:

• Number to be called or paged

• Delay period before attempting message del ivery

• Number of attem pt s

• Interval between attempts (i n increments of 30 minute s)

• "Quiet period” which suspends message delivery for late night, etc.

If you have programmed both an off -pr emi se s delivery number and a pager number, the system will prompt
you to choose one of the following delivery options:

• Phone-only

• Pager-only

• Phone, then pager — Attempts ph one del i v er y unti l the ma xi mum num ber of att em pts ha s be en tri e d,

then follows paging programming.

• Phone and page at the same t ime

• No off-premises delivery

1

Phone delivery

Whenever it receives a new/urgent message into your mailbox, the system will call the number that you
have programmed and play the prompt “You have m essages; please enter your password.” The prompt
will repeat three times before assuming that no one has answered and disconnecting.

Upon an swering, enter your password (if no password is set, you must enter 0). You will then be
conne cted to your mai lbox a nd can proceed with n ormal message retrieval operation.

Note: A “” response instead of the password will cause the system to suspend calling until another

urgent/new message is received.

Pager notificati on

Pager notification can be programmed to operate as the sole notifi cation method or in conjunction with
phone d eliver y.

You can have the system call and act ivate your e xternal pager whenever the first new/ur gent message is
left in your mailbox and repeat the page (at the interval programmed by the administrator) until all new
messages have been retrieved.

Note: Entering or deleting the phone number that is to be called for off-premises delivery or to activate your

pager will turn the feature on or off, respectively.

1

If pauses or other special dialing characters are required in the phone or pager number, contact the System Administrator.

J.7

User’s Guide Analog stations

6 Off-premises message delivery

1 Delivery options

1 Delivery to phone number only

2 Notify pager only

3 Call phone first, then page

4 Call phone and page at the same time

0 No off-premises deli very

2 Phone delivery

1 Enter phone number

Enter the phone number followed b y # (24 digi ts ma xi m um). Do not include an outside line access
code (i.e., don’t add 9, 8 or 71–76) before the number.

2 Delete phone number

Delete s the cur r ent ph on e number.

3 Hear current phone number

Plays bac k th e current phone number .

3 Pager notification

1 Enter pager number

Enter the pager number followed by # (24 digits maximum). Do not include an outside li ne access code
(i.e., 9, 8 or 71–76) bef ore t he num ber.

2 Delete pager number

Deletes the currently programmed pager number.

3 Hear current pager number

Plays back the currently programmed pager number.

4 Urgent message activation

1 Urgent messages only

Only urgent messages (see “Urgent messages,” page J.9) will be delivered.

Note: Remember to say in your personal greeting that callers should press 2 to mark a message as

urgent. (For more on personal greetings, see page D.1.)

2 All new messages

Any new message will be delivered.

J.8