ESI IP Series User Manual

User’s Guide

0450-0189

Rev. C

Extensive user help is always available

www.esiusers.com.

About ESI

ESI (Estech Systems, Inc.) is a privately held corporation based in Plano, Texas, in the internationally known “Telecom Corridor.” Founded in 1987, ESI designs and builds innovative telecommunications products for businesses like yours. Because of their powerful combination of value and features, ESI products are consistently recognized by industry publications and leaders. In fact, ESI also creates telecommunications products for major companies to market under their well-known brand names.

Visit ESI on the Web at http://www.esi-estech.com.

Microsoft is a registered trademark of Microsoft Corporation. Intel is a registered trademark of Intel Corporation.

IP Series products are protected by U.S. Patents No. 6,067,349 and 6,252,944, and others pending.

ESI is an ISO 9001-certified company.

Table of contents

IP Feature Phone operation.................................................................................................. A.1

Liquid crystal display (LCD)...................................................................................................................................................A.1

Caller ID.................................................................................................................................................................................A.2

Programmable feature keys..................................................................................................................................................A.2

Fixed-feature keys .................................................................................................................................................................A.2

LED lamps .............................................................................................................................................................................A.2

Help mode.............................................................................................................................................................................A.2

Dial tone................................................................................................................................................................................A.3

SPEAKER................................................................................................................................................................................A.3

Volume/scroll keys................................................................................................................................................................A.4

MUTE/DND............................................................................................................................................................................A.4

Basic phone use....................................................................................................................................................................A.4

Direct station select...............................................................................................................................................................A.5

Transferring an outside call . . ...............................................................................................................................................A.6

Conference calling.................................................................................................................................................................A.7

Call forwarding ......................................................................................................................................................................A.8

Call waiting............................................................................................................................................................................ A.8

Park/hold operation............................................................................................................................................................A.10

System-wide hold................................................................................................................................................................A.11

Paging .................................................................................................................................................................................A.12

Call pickup...........................................................................................................................................................................A.12

Special keys ........................................................................................................................................................................A.13

Esi-Dex.................................................................................................................................................................................A.14

Message monitor mode (live call screening) ......................................................................................................................A.16

Personal greeting reminder.................................................................................................................................................A.16

Headset operation ..............................................................................................................................................................A.17

Outside dial tone preference...............................................................................................................................................A.17

Line keys..............................................................................................................................................................................A.17

Optional features ................................................................................................................................................................A.18

Voice mail operation: an introduction.................................................................................................................................A.21

Leaving messages . . . .........................................................................................................................................................A.22

New message skip..............................................................................................................................................................A.22

AutoPage.............................................................................................................................................................................A.23

Move and delete message..................................................................................................................................................A.23

Off-premises “reach me” ....................................................................................................................................................A.23

Live recording......................................................................................................................................................................A.24

Message retrieval................................................................................................................................................................A.24

Exiting voice mail message playback..................................................................................................................................A.25

Keys’ functions during voice mail message retrieval from an IP Feature Phone.................................................................A.26

Retrieving voice mail messages using another user’s IP Feature Phone ............................................................................A.27

Retrieving messages from an off-premises location...........................................................................................................A.27

Off-premises message delivery...........................................................................................................................................A.28

Message Recycle Bin (un-delete)........................................................................................................................................A.29

User programming: an introduction....................................................................................................................................A.30

User programming menu overview.....................................................................................................................................A.31

1 Select personal greeting..................................................................................................................................................A.32

2 Programmable feature keys ............................................................................................................................................A.32

3 Station options................................................................................................................................................................A.34

4 Station audibles..............................................................................................................................................................A.34

5 Password.........................................................................................................................................................................A.35

6 External message notification.........................................................................................................................................A.35

9 Message Recycle Bin (un-delete)....................................................................................................................................A.36

Analog stations................................................................................................................... B.1

Analog station operation.......................................................................................................................................................B.1

Voice mail operation from an analog station........................................................................................................................B.3

Analog station programming................................................................................................................................................B.6

1 Select personal greeting....................................................................................................................................................B.6

5 Password...........................................................................................................................................................................B.7

Off-premises message delivery.............................................................................................................................................B.7

Urgent messages...................................................................................................................................................................B.9

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

ACD agent operation............................................................................................................C.1

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

Wrap mode............................................................................................................................................................................C.1

LED indicator..........................................................................................................................................................................C.2

Display indications................................................................................................................................................................C.2

While logged on: no DND, monitor mode or call forward......................................................................................................C.3

Call waiting ............................................................................................................................................................................C.3

ACD administrator key...........................................................................................................................................................C.3

Guest mailboxes ..................................................................................................................D.1

Personal greetings.................................................................................................................................................................D.1

Retrieving guest mailbox messages from an IP Feature Phone............................................................................................D.2

Programming your guest mailbox from an IP Feature Phone ................................................................................................D.5

5 Password ...........................................................................................................................................................................D.6

Off-premises message delivery.............................................................................................................................................D.7

Urgent messages...................................................................................................................................................................D.9

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

Group/broadcast mailboxes..................................................................................................E.1

Before we proceed: A note about Quick Groups ...................................................................................................................E.1

Introduction to group mailboxes........................................................................................................................................... E.1

Introduction to the broadcast mailbox..................................................................................................................................E.1

Leaving a group message......................................................................................................................................................E.2

Deleting a group message from the group mailbox..............................................................................................................E.2

Programming a group mailbox.............................................................................................................................................. E.2

Cascade paging mailboxes.................................................................................................... F.1

Programming your cascade paging mailbox..........................................................................................................................F.1

Retrieving cascade paging mailbox messages.......................................................................................................................F.1

Message Recycle Bin (un-delete) ...........................................................................................................................................F.2

Q & A mailboxes .................................................................................................................G.1

Programming Q & A mailboxes ............................................................................................................................................ G.1

Retrieving messages from an IP Feature Phone ................................................................................................................... G.2

Live outside calls Operator station ....................................................................................... H.1

Live outside calls.................................................................................................................................................................. H.1

Operator station ................................................................................................................................................................... H.1

64-Key Expansion Console.....................................................................................................I.1

Index

IP Series IP Feature Phone operation

IP Feature Phone operation

Your IP Feature Phone is equipped with a speakerphone for hands-free conversation, an LCD display for call handling status, and both fixed and programmable feature keys for simplified operation. Its built-in voice mail features and voice prompting make it easy to program and use.

Liquid crystal display (LCD)

ESIDEX

QZ_

ABC DEF

GHI JKL MNO

PRS TUV WXY

PICK

PROG/HELP

RELEASE

OPER

FLASH

3 6

TRANSFER

Liquid crystal display (LCD)

Programmable feature keys

Esi-Dex key

VOICEMAIL

RECORD

PARK

HOLD

PAGE

MUTE/DND

CONFREDIAL

SPEAKER

Volume/ scroll keys

Fixed feature keys

Microphone

When your phone (or station) is not in use, the liquid crystal display (LCD) will show the current date and time, activated features such as DND (do not disturb; see “MUTE/DND,” page A.4), monitor mode, etc.) and the system’s current line usage.

Lines in use Available lines

If your system has 16 or fewer lines, each block on the bottom line of the display will represent an individual line (as in the seven-line example, above). Incoming calls usually are assigned beginning with Line 1 at the far-left line indicator. Outgoing calls are assigned from the highest numbered line beginning at the far right.

If your system has 17 or more lines, then the bottom line of the display will provide a graphical representation of relative line usage (see right). The ratio of bars on the left and right will indicate the relative amount

A high percentage of lines in use

of incoming and outgoing lines in use. The relative size of the blank area in the center will indicate lines not in use.

As you use your IP Feature Phone, its display changes frequently to provide detailed information during call processing and voice mail operations.

Fewer lines in use

A.1

IP Feature Phone operation IP Series

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. general caller status such as

UNAVAILABLE, PRIVATE

In some instances, the service provider can send only a

NO DATA SENT

Programmable feature keys

The 16 programmable feature keys at the top of the phone have been pre-programmed by the installer. You may wish to add to or change some of these keys to perform different functions explained throughout this manual. Press PROG/HELP, 0, 3 and any key to verify the current settings (see “Station programming,” page A.31).

Fixed-feature keys

The fixed-feature keys on the phone are permanently labeled as to their usage. The PROG/HELP and MUTE/DND keys have two purposes each; however the IP Series phone system will govern this by permitting only the appropriate function when either is pressed, depending on the circumstances at that moment.

LED lamps

The LEDs associated with the programmable and fixed keys aid in determining the status of their function. In general, green indicates a function associated with your phone, while red indicates an occurrence at another station. A solid lamp indicates in use, blinking means an action is required such as ringing or holding and a fast blink means immediate action. As an example, a blinking red key is a call ringing at another station; blinking green signifies ringing at your station.

Help mode

Your IP Series phone system’s Help mode — 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.

Tutorial

When your station is idle, press PROG/HELP, 0, and then follow the spoken Help menu to:

Learn how to use the phone

•

Learn how to use voice mail features

•

Hear a description of how any key is used

•

Hear a complete tutorial on phone operation

•

Help during station programming

Press PROG/HELP while programming a function to hear a detailed description of the function.

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

A.2

IP Series IP Feature Phone operation

Help during a call

Press PROG/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 A.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

To exit Help Mode, simply hang up.

Extensive user help is always available at www.esiusers.com.

Dial tone

When you first lift your handset, you will hear an internal dial tone that allows you to call other stations or perform other internal functions. To gain an outside dial tone, dial 9 (or 8 or 71–76) press a programmable feature key that has been set as a line key. (A line key, when pressed, automatically gains an outside line. Consult your system’s administrator if you have questions.)

SPEAKER

For hands-free conversation, use the SPEAKER key. If you press SPEAKER when an outside call rings, this will connect you to the caller via your phone’s

built-in speakerphone and light the SPEAKER LED (light-emitting diode). While using the handset, pressing SPEAKER and hanging up the handset will switch the caller to

your speaker. To revert to the handset from speakerphone mode, lift the handset again.

Group listening

To have a handset conversation along with the caller’s voice broadcast over your speaker, press SPEAKER while on a handset conversation but do not hang up the handset.

Hands-free answer (internal calls only)

You can program your phone either to enable or disable hands-free answer (PROG/HELP 3 5). With hands-free enabled, an internal call to your station generates a short ring and a double

connect tone, then automatically connects the caller to your speakerphone. With hands-free disabled, an internal call to your station generates a single ring cadence. Note: Outside calls ring with a double ring cadence.

What you dial to reach an outside line depends on your system’s particular setup. If you’re not sure, consult

your administrator.

A.3

IP Feature Phone operation IP Series

Volume/scroll keys

The two smaller keys just above the dialpad labeled ▲ and ▼ serve two purposes:

• Adjusting the volume heard through the handset and speaker — Your phone will maintain the

chosen volume setting until you change it.

• Serving as scroll keys for operations, such as Esi-Dex or programming, that may show several

entries on the display.

MUTE/DND

Mute

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

DND

When your phone is idle and you wish to make sure its calls go straight to voice mail, press MUTE/DND to toggle your phone in or out of do-not-disturb mode. The display will show DND and the MUTE/DND LED will glow amber.

Note: If you press MUTE/DND while your phone is ringing, this forwards the call to your voice

mailbox (see “Voice mail operation,” page A.21) and your station will be placed in DND.

Basic phone use

Outside calls

To answer (double-ring cadence): Lift the handset or press SPEAKER. To place: Lift the handset or press SPEAKER. Then either press an unlit line key or dial 9 (or 8 or

71–76) to be assigned an outside dial tone.

Shortcut: From idle, dial 9 (or 8 or 71–76); the phone system automatically turns on the

speakerphone and you hear an outside dial tone. Then dial the number.

To hang up: Replace the handset or press RELEASE or — if using the speakerphone — press SPEAKER.

Important: 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.

A.4

IP Series IP Feature Phone operation

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 press SPEAKER.

To place: Lift the handset and dial the extension number or press a station key (see “Direct station select,” below).

Shortcut: Press a station key or dial the extension number; the phone system automatically

turns on the speakerphone.

To hang up: Replace the handset or press RELEASE or press the station key again or — if using the speakerphone — press SPEAKER.

Direct station select

Programming some of the programmable keys as station keys will provide direct access to those stations as well as providing lamp information as to their status. The station keys’ LEDs indicates the status of the station assigned to each key:

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

Unlit Red; steadily lit Red; blinking Green; steadily lit Green; blinking Amber; steadily lit

Available; currently unused In use Ringing from another call Connected to you (including via voice mail) Ringing from your call In DND mode

To call another station programmed into one of your station keys:

1. Press an available (unlit) 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 ring if that

station’s user has hands-free answer disabled).

4. To disconnect when finished, either:

(a.) Replace the handset. or (b.) (if in hands-free mode) Press the station key again. or (c.) Press RELEASE. or (d.) Press SPEAKER (if in hands-free mode).

If you press a station key that is in use (red; steadily lit) you will “camp onto” the station, telling the other user, via his/her phone’s display, that you are waiting (see “Call waiting,” page A.8).

If you press a station key that is in DND (amber; steadily lit), you will be forwarded directly to the user’s mailbox.

A.5

IP Feature Phone operation IP Series

Transferring an outside call . . .

. . . to another station

Blind transfer

While connected to an outside call, press a station key (or press TRANSFER and then dial the extension number).

2. Hang up immediately to perform a blind transfer. Note: If the called party does not answer, the caller will be forwarded either to the called

party’s mailbox or another destination the Installer has programmed.

Supervised transfer — announcing the caller to the called party

Do not hang up (as in “Blind transfer,” above); instead, wait until the called party 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.

This is a supervised transfer. Note: If the transferred-to party does not answer in step 1, press the station key again or press

FLASH to be reconnected to the original caller.

. . . to another phone number (trunk-to-trunk transfer)

Important:

Blind transfer

While connected to an outside call, press TRANSFER and then the line access code (9, 8, or 71–76), and then the telephone number to which you want to transfer.

2. Hang up immediately to perform a blind transfer. Now both CO lines are connected via a trunk-

to-trunk connection.

Note: If, at any point during the trunk-to-trunk transfer, you wish to return to the original call —

USE OF FEATURES, SUCH AS TRUNK-TO-TRUNK TRANSFER, THAT REQUIRE TRUNK-TO-TRUNK CONNECTIONS WILL INCREASE THE RISK OF TOLL FRAUD. IN NO EVENT SHALL ESTECH SYSTEMS, INC. BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL OR CONSEQUENTIAL DAMAGES WHATSOEVER INCLUDING, 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.

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

A.6

IP Series IP Feature Phone operation

Supervised transfer — announcing the caller to the called party

While connected to an outside call, press TRANSFER and then the line access code (9, 8, or 71–76, and then dial the telephone number to which you want to transfer.

2. Do not hang up; instead, wait until the called party answers.

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

4. Hang up, completing the supervised transfer. Now both CO lines are connected via a trunk-to-

trunk connection.

Note: If, at any point during the trunk-to-trunk transfer, you wish to return to the original call —

. . . to a voice mailbox

Transferring a caller to a mailbox to leave a message

Press VOICEMA IL and the appropriate station key — or, if your phone has no station key programmed for this destination, press VOICEMAIL and TRANSFER, 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 immediately or listen to a portion of the personal greeting (i. e., to assure yourself that you 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 transfer a user who’s calling from the outside directly to his/her mailbox for message pickup by pressing VOICEMAIL, * and the appropriate Station Key, or dialing the mailbox number and hanging up.

. . . to the main greeting

To transfer an outside caller to the main greeting, press VOICEMAIL and hang up.

Conference calling

To create a conference call:

1. Establish the first call.

2. Press CONF. This places the call on hold.

3. Place a second call as you normally would.

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

5. Repeat these steps to add additional parties to the conference.

If the newest added-on party does not answer, press his/her station key again or press FLASH to return to the original conferees. If you place any incoming caller on park (see “Park/hold operation,” page A.10) or hold, you can add that caller, too, to the conference by pressing CONF, retrieving the call from park or hold and pressing CONF again.

A.7

IP Feature Phone operation IP Series

Any member of the conference can drop out by simply hanging up. However, when the station that created the conference hangs up, all parties in the conference are disconnected. Individual stations or lines connected to the conference can be dropped from the conference by pressing their station or line key (lit green).

Note: A total of 24 parties can be in conferences within the system at any one time.

No more than four parties can be in a single conference.

Note: Your installer or system administrator may have enabled trunk-to-trunk conferencing

(unsupervised 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 parties won’t be disconnected. (If this feature isn’t enabled, your hanging up disconnects all parties.)

Important:

USE OF FEATURES, SUCH AS TRUNK-TO-TRUNK TRANSFER, THAT REQUIRE TRUNK-TO-TRUNK CONNECTIONS WILL INCREASE THE RISK OF TOLL FRAID. IN NO EVENT SHALL ESTECH SYSTEMS, INC. BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL OR CONSEQUENTIAL DAMAGES WHATSOEVER INCLUDING, 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.

Call forwarding

Your station has been pre-programmed by the installer to call-forward your phone when it is busy or does not answer (usually to your mailbox). In addition, you can temporarily call-forward all of your calls to another station or another user’s mailbox:

1. Lift the handset.

2. Dial 5 6 5.

3. Dial the extension number (or VOICEMAIL and then the mailbox number) to which the system

should forward all calls.

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

returned to your mailbox.

To turn off call forward, dial 5 6 5 without selecting a destination and hang up. If you frequently call-forward your phone, you can program a programmable feature key as a call

forwarding key to automatically turn forwarding on and off. If you always forward to the same extension, you can program a key with both 5 6 5 and the extension number. (For more information, see “Programmable feature keys,” page A.32.) The call forwarding key will be solid green to indicate that it is active.

Call waiting

If you have enabled call waiting for your station (PROG/HELP 3 1) and a second call comes in while you are on another, you’ll hear a tone in your earpiece and the bottom line of your display will indicate that a second call is waiting. You can ignore the call waiting and it will be transferred to your mailbox (or other destination set by the installer). To toggle between the two calls, press FLASH. To drop either call, press RELEASE while connected to the call to be dropped: this disconnects the call and automatically re-connects you to the other call.

A.8

IP Series IP Feature Phone operation

Call waiting display

Be sure to check the display when you’re using call waiting. Initially, the top line shows the name or number of your original call (depending on how the call was created) and the call duration. The bottom 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 top and bottom line, indicating to which call you are connected. Here’s an example:

1. You’re connected to XYZ Company, when you hear a beep and see that Joe Smith is calling:

XYZ COMPAN 4:12

SMITH, JOE 0:31

(In this example, Joe’s call is being transferred to you; it’s been in the system for 31 seconds.)

2. You press FLASH and are connected to Joe. Notice how the arrow moves to indicate the change

of connection:

XYZ COMPAN 4:13

SMITH, JOE 0:32

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.

Station-to-station call waiting

You can call, or transfer a call to, another station that is in use (as indicated by the fact that its station key, if one exists for it on your IP Feature Phone, is glowing red). This generates a call waiting tone in the other station’s earpiece and puts a call waiting indication on the bottom line of that station’s display, as explained in “Call waiting display” (above). If the person ignores the call waiting, your call or the transferred call will be forwarded to the person’s mailbox (or other destination set by the installer).

Background announce feature

During call waiting, you can also make a brief, private background announcement to the station's earpiece (if its user has enabled the background announce feature; see “Station options,” page A.34). A background announce key must have been programmed at your station by programming code 569 at a programmable feature key (see “Programmable feature keys,” page A.32).

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 party’s voice. The outside caller, however, cannot hear you. The called party can respond by pressing FLASH, which places the original call on hold.

2. Release the key when you are finished speaking.

Note: The background announce feature works only between IP Feature Phones, only if the called

party has allowed call waiting and background announce, and if the called party is using their handset. The background announce key will be green (only if these conditions are met) indicating that a background announce can be made.

A.9

IP Feature Phone operation IP Series

Park/hold operation

park

and

hold

The difference between

Your IP Feature Phone lets you put a call on either park or hold. Each puts a call into a standby mode, but here’s the difference between the two:

• Park allows anyone on the IP Series system to retrieve the call. The system stores parked calls in

several park zones you’ll identify numerically — e.g., “Park One,” “Park Four,” etc. For example, if you need to transfer a call to another station and know the person is in the building but not at his/her desk, you might page him/her to pick up a “call on Park One.”

• Hold keeps the call exclusively where a user pressed HOLD, allowing no other station to retrieve

it unless system-wide hold is enabled and line appearances are programmed on the phone (see “System-wide hold,” page A.11).

Park

To park a call

While on an outside call, press the PARK key to park the call. The Park Key LED will blink green on your phone and blink red on all other phones. The display will indicate “PARKED ON: XX” (where XX is the line number).

2023456562 1:43 PARKED ON: 12

If your phone has line keys programmed, the corresponding line key will blink green. On other phones the corresponding line key will blink red.

Note: The line numbers of calls that you have parked will remain displayed on the bottom line of

your display until retrieved.

To retrieve a parked call

To retrieve the parked call from any idle phone, press PARK and dial its line number (e.g., press 1 2 for Line 12).

Note: If your phone has any line keys programmed (see “Programmable feature keys,” page A.32),

each will blink red when a call is parked on its lines; in such cases, just press that line key to retrieve the parked call.

Note: You can retrieve the oldest parked call by pressing PARK and then 0. The display will help you choose the line number to retrieve. After pressing PARK, the top line of the

display will show how many calls are parked and the bottom line of the display will show all parked calls in the system. Newly parked calls are added from the right side of the display.

CALLS PARKED: 3

R11 9 12

Oldest (and recalling) Newest

Note: If more calls are parked than the display can show, each side of the display will show an arrow,

indicating that more lines are parked. Press the corresponding scroll key (either ▼ to scroll to the left or ▲ to scroll to the right) to view the other parked line numbers.

How many park zones you have depends on how many incoming phone lines you have.

A.10

IP Series IP Feature Phone operation

Hold

To place a call on hold

Press HOLD to place an outside call on hold exclusively for the station you’re using. The HOLD LED will blink green. If your phone has line keys programmed, the corresponding line key will also blink green (it will show as busy at all other stations).

To retrieve a held call

To reconnect to a call on hold, press HOLD (blinking green) again. Or, if your phone has line keys programmed, press the corresponding (blinking green) line key.

Park/hold recall

If you don’t retrieve a parked or held call within a certain period of time (set by the installer), your phone will “recall” it. You’ll hear three short ring tones and the LCD display will show “PARK RECALL XX” (where XX refers to the line involved) or “HOLD RECALL”:

PARK RECALL: 5 R5 2

To answer the recall, lift the handset or press SPEAKER. To perform another action — such as placing an outside call — during a recall, you must first answer the recall and transfer it, park again, etc., and then place the call. An “R” will appear on other phones’ displays to show that the call is being recalled.

Note: A park or hold recall will ring the extension six times, then follow the extension’s call-forward

setting (the default is that it goes to the extension’s mailbox).

System-wide hold

Your Installer may have enabled this feature, which is used in conjunction with line key appearances programmed at your station (see page A.32). This allows you to press the HOLD key to place the caller on hold so that anyone with line key appearances programmed at his/her station can retrieve the call; the appropriate line key will blink green at your station and blink red at those other stations. To retrieve the call from hold, simply press its line key. Note: If your station doesn’t have line key appearances, pressing HOLD causes an exclusive hold;

i.e., the line key remains solidly lit on all other stations with that line key programmed.

A.11

IP Feature Phone operation IP Series

Paging

The IP Series system can be programmed to allow paging through an overhead paging system and/or paging through some (if page zones have been created) all of the system’s IP Feature Phone speakers.

Overhead paging

Station number 199 is designated as the OH paging port. If the IP Series system has been connected to an overhead paging system, you can page by dialing 1 9 9 and making your announcement after the tones. If you frequently page, program a programmable feature key with 199.

Paging through phones

Press PAGE 0 to page through all of the IP Feature Phone speakers. Press PAG E and then 1, 2, or 3 to access a programmed paging zone. (See the administrator for a list of page zones.) The Installer may have added an overhead page system to one or more of these page zones.

Note: Phones in use will not carry a page through their speakers.

To page for pickup of an outside call

To page someone to pick up an outside call:

1. Park the call by pressing PARK.

2. Verify the line number from the display.

3. Page the person and announce the park location for retrieval. For example:

“Sarah, you have a call on Park Two — Sarah, Park Two, please.”

Call pickup

From your station, you can answer a call ringing at another station or department by pressing PICK UP and then either dialing the extension or (if the destination is programmed into one of your keys;

see “Programmable feature keys,” page A.32) pressing the appropriate ringing station key. During night mode (see page A.18), if a night bell is in use instead of the night auto attendant,

press PICK UP 0 to access the ringing outside call.

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IP Series IP Feature Phone operation

Special keys

FLASH

The FLASH key serves several purposes:

• Getting a fresh dial tone without replacing the handset — When connected to an outside line,

press FLASH to automatically disconnect and receive fresh outside dial tone. (See also “RELEASE key,” below.)

• Sending a flash hook signal — If operating behind Centrex

or a

PBX, press FLASH to transmit a

flash hook signal automatically to either the phone company’s central office or the host PBX.

Either may use this signal to provide you with additional features.

• Toggling between calls — If you hear a call waiting tone while on a call, press FLASH to toggle

between the two calls.

REDIAL

The REDIAL key allows you to automatically call a stored name and number as shown below:

To ... Press REDIAL ...

Redial the last number called

• When your station is idle ... or ...

• After first lifting the handset

or pressing SPEAKER

Automatically respond

During message playback with Caller ID

to a message

RELEASE

The RELEASE key serves several purposes:

• If pressed when connected to a call through the handset, it disconnects the call and gives you

internal dial tone.

• If pressed when you’re connected to a call via the speakerphone, it disconnects the call.

• If pressed during call waiting, it drops the current call and automatically connects to the

waiting call.

A special service your phone company may offer. See your administrator for further details.

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IP Feature Phone operation IP Series

Esi-Dex

Esi-Dex (“easy Dex”) is a powerful feature that allows you to access and auto-dial stored names and numbers. You may access names and numbers from three different sources:

Dex Source

Personal Dex Names that you have 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 Dex All system speed-dial names set up by the administrator

Auto-dialing using Esi-Dex

While your station is idle (or just after receiving dial tone), repeatedly press ESI-DEX to select the desired Dex:

3/15 10:12 AM

PERSONAL DEX

Note: The System Dex is not available if the administrator has programmed no system-wide speed-

dial numbers.

Choose the desired name from the selected Dex, using one of the two following methods:

3/15 10:12 AM

STATION DE X

3/15 10:12 AM

SYSTEM DEX

Press repeatedly ... To ...

▼ or ▲ (scroll keys) Scroll through all names in the list from the beginning

or end

(A dialpad key) Scroll through only the names that correspond to the

three letters on the key.

When the desired name and number appears, press ESI-DEX again to dial the number.

ELDRIDGE CORP 5559409434

Adding names to your Personal Dex

Caller ID method

Whenever a Caller ID name appears on your LCD display (while talking on an incoming call or during message retrieval) press ESI-DEX to automatically store the name and number in your Personal Dex. The display confirms:

XYZ COMPANY 3:21

CID STORED

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IP Series IP Feature Phone operation

Manual method

While your station is idle, press ESI-DEX until prompted to ADD-A-NAME, then enter the name and the number as prompted (if needed, use the PROG/HELP Key for assistance):

ADD-A-NAME NAME:

1. To enter each character for the name, press the dial pad key that includes the desired character.

The key’s possible character entries will change each time you press the key.

2. When the desired character is displayed, press # to confirm the character. The cursor will move

to the next character position. Use the ▼ / ▲ keys to back up or to insert a space.

Example: To enter a B, press 2 twice (the possible options to scroll through are A, B, C, 2). When

B appears, press # to confirm and move to the next entry.

3. Repeat steps 1–2 until the name is complete. The name may contain up to 15 characters (a

space is a character, too).

4. Press # again when finished entering the name.

5. Now, enter the number — including, if necessary, the line access code 9 (or 8 or 71–76).

Note: To insert a two-second pause, press CONF. To insert a flash (F) press FLASH. For a star (*)

tone, press REDIAL. For a pound (#) tone, press TRANSFER.

6. Press # to confirm the entry.

Deleting names from your Personal Dex

Select the name to delete (using the procedure described in “Auto-dialing using Esi-Dex,” page A.14) and press * (or HOLD) to delete.

Using Esi-Dex: An example

Let’s say you’re on a call with the XYZ Company — XYZ COMPANY appears on your display — and you wish to save the name and number for future use. Just press ESI-DEX. Your display will confirm that the information has been stored. Now, to call the SK Company in the future:

1. Press ESI-DEX until you see PERSONAL DEX on the display.

3/15 10:12 AM

PERSONAL DEX

2. Press the 9 key (corresponding to WXY). The display will show the first stored name that starts

with W, X or Y.

WALTON AND SONS 9095551020

3. Continue to press 9 until XYZ COMPANY appears in the display.

XYZ COMPANY 3185559421

4. Press ESI-DEX again. This dials the number for the XYZ Company.

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.

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IP Feature Phone operation IP Series

System speed-dialing with Esi-Dex

If your administrator has programmed system speed-dial numbers, you can access one of these numbers either via Esi-Dex, as explained in the foregoing discussion, or auto-dial it by dialing its corresponding three-digit access number (in the range 600–699).

Example: If an out-of-town factory location has been programmed as system speed-dial access

number 605, you can lift the handset, receive internal dial tone, dial 6 0 5 and this will automatically dial the factory’s number. You may also program 605 (in this example) as a programmable feature key (see page A.32).

Message monitor mode (live call screening)

Message monitor mode, also known as live call screening, lets you hear a caller leaving a message in your mailbox — just as with your home answering machine. You turn this feature on or off as part of user programming (PROG/HELP 3 6). While you hear the caller through your speaker, you have the following 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 this option; it sets your station to remind you of your current greeting. The first time you use your phone after it has been idle (for the period you set in this function), 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 PROG/HELP 3 2.

Example: If you change your personal greeting only when out of town for a few days, set the

reminder interval to 60 hours; you’ll be reminded if your phone has not been used for three days. Set it for 36 hours and you will be reminded every Monday morning or if you are away for a couple of days. If you change your greeting several times a day, set the reminder for about 3 hours.

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IP Series IP Feature Phone operation

Headset operation

You can use your phone with a headset connected to the handset jack. You must have a headset key programmed as one of your programmable feature keys (see “Other feature keys,” page A.33) to be used to connect or disconnect from a call. (See also “RELEASE key,” page A.13.)The key will blink green when a call is ringing and glow green when connected. You turn Headset Mode on or off as part of user programming (PROG/HELP 3 3).

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 line; i.e., you don’t have to dial 9 (or 8 or 71–76) before the phone number. Therefore, when you lift the handset or press SPEAKER, you will immediately receive an outside dial tone from the highest-numbered line available to you.

Note: To place an internal call while in this mode, press the appropriate station key or (a.) press

TRANSFER to switch to internal dial tone and (b.) then dial the extension number.

Line keys

If some of your programmable feature keys have been programmed as line keys (or you can program line keys using PROG/HELP 2), press an unlit key to access the line. An outside call transferred to your station can be answered by simply lifting 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

Glowing red In use Green Connected to your station Blinking red Ringing at another station Blinking green Ringing at your station

Slowly blinking red Parked by another station

Slowly blinking green Held or parked by you

Note: Dialing 9 (or 8 or 71–76) to be assigned a line automatically is always available.

Private line

If a private line has been assigned to your station, you must have a line key programmed (see pages A.32–A.33) in order to access it.

This aspect (

i.e., that it’s always the highest line available to you) can’t be changed.

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IP Feature Phone operation IP Series

Optional features

The following optional features may be accessible from your station. See the administrator for details. In many of the cases you can dial the appropriate feature code (one that starts with 5), to activate or use the feature. In some instances, you must use a programmable feature key to serve as an on/off key for the feature (see “Programmable feature keys,” page A.32).

Manual day/night mode (Code 560)

The system’s main greeting can be manually changed using a programmable feature key. Each time the key is pressed, the display switches among the following: DAY, NIGHT, HDAY (holiday) or AUTO (AUTO indicates that the system will follow the day/night mode tables programmed by the Installer).

Tip: Placing the system in auto, then deleting the key’s programming, will keep the system from

being taken out of this mode.

Note: The administrator can also change the mode and/or re-record the holiday greeting remotely

to handle unexpected closings, such as for inclement weather.

Service observing (Code 561)

Your administrator may assign service observing capability to those users who need to monitor others’ calls silently (e.g., in order to aid in quality assurance of call activity).

Press the assigned programmable feature key (or dial code 5 6 1), followed by an extension number or station key, to begin service observing. To discontinue observing, press the station key again or hang up. While you observe another station’s incoming call, your display shows to whom that station is connected 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)

This key provides for easy connecting to/disconnecting from calls when operating in headset mode (see “Headset operation,” page A.17). Press the key to receive dial tone or to answer a ringing call. Press the key again or press RELEASE to disconnect from the call.

Call forward key (Code 565 or 565XXX)

If you frequently call-forward your phone (see “Call forwarding,” page A.8), you can program a programmable feature key as a call forwarding key to automatically turn forwarding on and off. If you always forward to the same extension, you can program a key with both 5 6 5 and the extension number.

Message monitor key (Code 568)

Easily toggle the message monitor mode on or off with this key. (Otherwise, you can perform the toggle by pressing PROG/HELP 3 6 and following the prompts.)

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IP Series IP Feature Phone operation

Background announce key (Code 569)

During call waiting, you can also make a brief, private background announcement (see “Background announce feature,” page A.9) to the station's earpiece (if the station user has enabled the background announce feature). Press the key to talk and release when finished.

Personal greeting key (Codes 571–573)

These keys will provide for easy activation of one or more of your personal greetings (see “Personal greetings,” page A.21). 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 conjunction with manual activation of the greetings in Programming mode.

Note: For ACD key programming, see “ACD agent operation,” pages CC.1–C.3.)

Missed call key (Code 574)

Note: This works only if you are receiving Caller ID service from your provider. Consult your

administrator if needed.

A programmable feature key with this code will flash whenever you have a missed call — i.e., both (a.) you don’t answer a call to your station; and (b.) the caller doesn’t leave a message in your voice mailbox. When the key is flashing, press it to see the stored Caller ID record for the most recent missed call. Use the scroll keys (▼ / ▲) to view records for other missed calls; the IP Series system will store Caller ID records for up to 10 missed calls.

Note: When your station receives its 11th missed call, this will delete the oldest missed call. Additionally, while a record is on the display, you may do the following:

• To dial the caller displayed, press REDIAL.

• To view the telephone number (rather than the name), press 2.

• To delete a record, press 7 while the record is on the display.

• To store the record in your Personal Dex, press ESI-DEX.

Note: If your station is forwarded to another extension, any calls will be considered answered and

the missed call key will not flash. However, if that other extension has a missed call key programmed, that key will flash (under conditions (a.) and (b.), as described above) even if the call is actually forwarded from your extension.

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ESI IP Series User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual