Inter-Tel 7000 8662 User Manual

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Inter-Tel 7000

Model 8662 User Guide

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QUICK REFERENCE GUIDE FOR

FREQUENTLY USED FEATURES

This guide provides basic instructions for frequently used system features. Refer to the user guide for more information on these and other features.

PLACING AN EMERGENCY CALL

Before using your endpoint, contact your system administrator

IMPORTANT

to make sure your system is correctly configured for emergency service.

Dial ( / Eur.) to place an emergency call. You do

1 1

9 9

1 2

not have to select an outside line first.

If your endpoint is locked, you can still use it to dial emergency service numbers. Press the call ( ). Otherwise, there will be a 4-second system pause

after dialing the emergency service number to immediately place

1 1 #

before the system places the call. Refer to Locking Your Endpoint in the Advanced Features section of the user guide for more information.

PLACING AN INTERCOM CALL

With or without the handset lifted, dial the subscriber’s extension number. When using Auto Answer, speak when the intercom (IC) confirmation appears.

PLACING AN OUTSIDE CALL

1. With or without the handset lifted, do one of the following:

• Press .

• Press

• Press the Outgoing Call access code ( ).

2. Dial the number. If you enter an incorrect digit, press to move

OUTGOING

the OUTGOING menu button.

MUTE

the cursor backward, deleting the last digit(s) entered.

ANSWERING A CALL

To answer a call, do one of the following:

• Lift the handset.

• Press .

• Press the

• Press .

To answer a waiting call, either end your current call or place it on hold. Then answer the call as described above.

LINE

ANSWER

ANSWER menu button.

Part no. 835.3066

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EDIALING A NUMBER

To redial the last number called: Press or .

REDIAL

PLACING A CALL ON HOLD

While on the call, press or the HOLD menu button

To return to the call, press or the flashing

LINE

button.

TRANSFERRING A CALL

1. While on the call, press or the XFR menu button.

2. If you are transferring the call to a subscriber, dial the extension number. If you are transferring the call to an outside number, press

to connect to an outgoing line, and then dial the number.

3. Wait for an answer, announce the call (if desired), and then hang up.

If the extension transferred to is unavailable, press the flashing button to return to the caller.

TRANSFER

OUTGOING

LINE

PLACING A CONFERENCE CALL

1. While on the first call, press or the CNF menu button to place the call on hold.

2. Add the conference parties:

If you are adding subscribers:

a. Dial the extension number, and then announce the conference.

b. Press the flashing button or the

CONF

party to the conference.

If you are adding outside parties:

a. Press

OUTGOING

or .

b. Dial the number, and then announce the conference.

c. Press the flashing button or the

CONF

party to the conference.

3. After gathering all conference parties, press the flashing button or the

CONN TO CNF menu button to start the conference.

CONF

CNF menu button to add the

CONF

PAGING SUBSCRIBERS

1. Press or .

PAG E

2. Enter the page group number.

3. Place the page announcement, and then hang up.

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SING REACH ME

1. Press the REACH ME menu button or .

2. Press the

BROWSE menu button, and then NEXT/PREVIOUS menu button

5 6 0

or to scroll through the options.

3. Press the If you selected

then press the

ACCEPT menu button or to accept the Reach Me setting.

FORWARD TO, enter the extension or outside number, and

ACCEPT menu button or to accept the setting.

USING HOT RULES

1. While on a call or while a call is ringing, press the HOT RULES menu button.

2. Do one of the following:

• Press the

APPLY menu button or to accept the Hot Rule.

NEXT/PREVIOUS menu button or to scroll through

the options, and then press the

APPLY menu button or .

If you selected current location, enter the extension number, or press

OUTGOING

, and then enter the outside number.

CHANGING YOUR STATUS

1. Press or the STATUS menu button.

2. Press the

3. Press the

STATUS

BROWSE menu button, and then press the NEXT/PREVIOUS

menu button or to scroll through the options. If the status includes a time, date, or forwarding number, enter the informa-

tion using the dialpad buttons. See the following table for dialpad button character descriptions.

BUTTON

ACCEPT menu button or to set the status.

NUMBER OF TIMES BUTTON IS PRESSED (IN ALPHA MODE)

1 2 3 4 5 6 7 8 9 10 11 12 13

1!|’:;,/\><)(

ABC2abc

DEF3de f

GHI4gh i

JKL5 j k l

MNO 6mn o

PQRS7 p q r s

TUV8 t uv

WX Y Z 9 w x y z

0.@#*-_&%=$~+

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EAVING TEXT MESSAGES

1. Do one of the following:

• Press , and then press the

• Press .

MESSAGE

5 2 0

LEAVE MESSAGE menu button.

2. Dial the extension number.

CANCELING A SENT TEXT MESSAGE

1. Do one of the following:

• Press , and then press the

• Press .

MESSAGE

5 2 2

CANCEL MESSAGE menu button.

2. Dial the extension number.

3. Press the

DELETE menu button or to cancel the message.

VIEWING, REPLYING TO, OR DELETING A TEXT MESSAGE

1. While the handset is on-hook, press or the VIEW MESSAGE menu button. Then lift the handset if desired.

2. If there is more than one message, press the to scroll through the messages. Press the the message.

3. Press the

DELETE menu button or to delete the message.

REPLY menu button or to call the subscriber, or press the

MESSAGE

>>/<< menu button or

VIEW TEXT menu button to view

USING YOUR CALL LOG

1. Press or the CALLS menu button.

2. Select one of the following options:

3. Press the

4. If the call is from an outside caller, press the

CALL LOG

• Press

or the MISSED CALLS menu button for missed calls.

or the INCOMING menu button for incoming calls.

or the OUTGOING menu button for outgoing calls.

NEXT/PREVIOUS menu button or to scroll through the

options.

dial the number. If the call is from a subscriber, a. Press the

CONTACT menu button or to display the Outbound Com-

munication menu.

b. Press the

NEXT/PREVIOUS menu button or to scroll through

the options.

c. Press the

CONTACT menu button or to activate the selection.

CALL menu button or to

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CCESSING YOUR MAILBOX

The following instructions include Automatic Speech Recognition

NOTE

(ASR) spoken commands, which can be used instead of pressing the dialpad buttons if ASR is enabled for your system.

Contact your system administrator for the voice mail number and password.

To access your mailbox: Dial the system voice mail number, and then enter your password when prompted. If you are not prompted for your password, press , and then enter your password. Press

to accept the entry.

LISTENING TO VOICE MAIL MESSAGES

You can listen to all voice mail messages in your mailbox, or you can select a specific (new) message.

DURING THE MESSAGE AFTER THE MESSAGE

BACK UP REPLAY

PAUSE FORWARD

MOVE FORWARD GO TO PREVIOUS

SAVE GO TO NEXT

DELETE SAVE

SKIP TO END DELETE

1 1

2 3

3 4

7 6

9 7

# 9

To listen to all messages:

1. Access your mailbox as described above.

2. If E-Mail Reader is enabled for your mailbox, press or Mail

.”

say “Voice

If E-Mail Reader is not enabled for your mailbox, skip this step.

3. Select one of the following:

• Press

or say “New” to listen to new messages.

or say “Saved” to listen to saved messages.

To listen to a specific message (Message button and lamp are flashing):

1. While the handset is on-hook, press

MESSAGE

or the VIEW MESSAGE

menu button. Then lift the handset if desired.

2. If there is more than one message, press the

>>/<< menu button or

to scroll through the messages.

3. Press the

LISTEN menu button or to connect to your mailbox, enter

your password, and then press .

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EATURE CODES

Press before entering the feature code.

FEATURE NAME CODE FEATURE NAME CODE

Agent Help Request 84 Last Call Return 69

Agent Help Reject 62 LCD Contrast Level 39

Annoyance Call Trace 57 Location Information 610

Auto Answer Incoming – On/Off 432 Location Validation 611

Auto Answer Outgoing – On/Off 382 Lock Endpoint 31

Auto Line Answer – On/Off 322 Message Menu 521

Auto Redial 35 Mute – On/Off 33

Background Music – On/Off 51 Off-Hook Voice Announce 59

Barge-In 81 Outbound Caller ID – Block 67

Billing Code – Enable 50 Outbound Caller ID – Unblock 82

Caller ID On/Off 34 Page 75

Call Log – Select Type 410 Personal Assistant 64

Call Park 98 Queue (Callback) Request 44

Call Park Pick Up 99 Reach Me – Follow Rules 564

Clear Alarm – Current 631 Reach Me – Select Type 560

Clear Alarms – All 630 Record-A-Call 85

Conference 55 Record-A-Memo 58

Contacts – Search 301 Redial 00

Contacts – Select Type 300 Send to Destination 48

Direct Account Access 97 Silent Monitor 80

Direct Endpoint Access 96 Silent Monitor – Barge In 91

Directed Call Pickup 53 Speed Dial – Station 01–19

Display User Info/Time/Date 65 Speed Dial – System 2

Group Call Pickup 54 Station Monitor 83

Group Listen – On/Off 492 Status 89

Headset – On/Off 402 Text Message – Delete 522

Hold 36 Text Message – Send 520

Hot Desking – Log In/Log Out 872 Transfer on Connect 79

Hot Rules 42 Transfer to Hold 46

Hunt Group – Log In/Log Out 882 Transfer to Ring 45

Hunt Group – Wrap Up 86 Voice Mail Message – Leave 93

00–299

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NOTICE

This user guide is released by Inter-Tel, Inc. and provides information necessary to use the Model 8662 endpoint. The guide contents, which reflect current Inter-Tel standards, are subject to revision or change without notice.

Some features or applications mentioned may require a future release and are not available in the initial release. Future product features and applications are subject to availability and cost. Some features or applications may require additional hardware, software, or system administrator assistance.

For sales, service, or technical support, contact your local authorized

Inter-Tel provider:

Comments about this user guide or other technical documentation should

be directed to Inter-Tel’s Technical Publications Department at:

All product names and services mentioned in this publication are the trademarks, service marks, registered marks, or registered service marks of their respective owners.

Inter-Tel

Microsoft Microsoft Corporation.

PowerSense™ is a trademark of Red Hawk/CDT, Incorporated.

© 2006 Inter-Tel (Delaware), Incorporated: Personal use of this material is permitted. However, permission to reprint/republish this material for advertising or promotional purposes or for creating new collective works for resale or redistribution to servers or lists, or to reuse any copyrighted component of this work in other works must be obtained from Inter-Tel (Delaware), Incorporated.

is a registered trademark of Inter-Tel, Incorporated.

®,

Windows®, Internet Explorer®, and Outlook® are registered trademarks of

Enter provider information above

Tech_Pubs@inter-tel.com

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REGULATORY INFORMATION

Product Disposal Instructions

This symbol indicates that the product is classified as electrical or electronic equipment and should not be disposed of with other commercial or household waste at the end of its working life. For appropriate disposal and recycling instructions, contact your local recycling authority or Inter-Tel provider.

The Waste of Electrical and Electronic Equipment (WEEE) Directive (2002/96/EC) was established by the European Union to minimize negative impact on the environment, control hazardous substances, and curtail landfill expansion by using the best available recovery and recycling techniques.

FCC Regulations

This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of the Federal Communications Commission (FCC) Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by powering the equipment off and on, the user is encouraged to try to correct the interference by one or more of the following measures:

• Reorient or relocate the receiving antenna.

• Increase the separation between the equipment and receiver.

• Connect the equipment into an outlet on a circuit different from that to which the

receiver is connected.

• Consult the dealer or an experienced radio/TV technician for help.

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Table of Contents

CONTENTS PAGE

GETTING STARTED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Inter-Tel Personal Communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

About Your Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Feature Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

LCD and Menu Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

What You See and Hear. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Endpoint Connectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Power Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Software and Firmware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Endpoint Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Adjusting the Viewing Angle. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Adjusting the LCD Contrast Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Adjusting Volume Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Changing Endpoint Ring Tones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Listening to Background Music. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Resetting the Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Using a Headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Validating Your Location for Placing Emergency Calls . . . . . . . . . . . . . . . . . . . . . . . . 10

Voice Mail Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Initializing Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Recording Your Personal Greeting(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

STARTED

GETTING

FEATURES

BASIC

ADVANCED

FEATURES

BASIC FEATURES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Answering Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Using Auto Answer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Answering Waiting Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Using Automatic Line Answer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Using Call Drop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Placing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Placing Emergency Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Placing Intercom Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Using Camp-on. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Placing an Off-Hook Voice Announce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Queuing for a Subscriber . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Placing Outside Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Using Billing Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Redialing a Phone Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Using Auto Redial. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Using Last Call Return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Using Speed Dial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

iii

VOICE MAIL

FEATURES

TROUBLESHOOTING

TOOLS

Page 12

CONTENTS PAGE

Features Used While on a Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Placing Calls On Hold. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Using Call Park. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Using the Mute Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Displaying Your User Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Displaying Caller ID Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Blocking Outbound Caller ID Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Using Annoyance Call Trace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Transferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Using Send to Destination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Using Directed Call Pickup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Using Group Call Pickup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Placing Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Using Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Using Text Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Leaving and Listening to Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Paging Subscribers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

ADVANCED FEATURES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Presence Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Changing Your Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Using Reach Me . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Advanced Subscriber Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Locking Your Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Using Direct Endpoint Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Using Direct Account Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Using Hot Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Using Personal Assistant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Using Record-A-Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Recording a Voice Memo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Hot Desking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Using Group Listen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Using Monitor Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Using the Outbound Communication Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Using Your Call Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Using Contact Lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Searching for a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Using Inter-Tel Personal Communicator for Voice . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Inter-Tel Personal Communicator for Voice Flowchart . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Hunt Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Logging into and out of Advanced Hunt Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Wrapping Up a Hunt Group Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Requesting Agent Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Using Bridged Line Appearance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Page 13

CONTENTS PAGE

VOICE MAIL FEATURES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

About Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Mailbox Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Accessing Your Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Listening to Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Re-recording or Changing Your Directory Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Changing Your Voice Mail Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Changing the Message Search Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Changing Your Message Envelope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Recording and Sending Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Canceling Unheard Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Using Special Delivery Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Recovering Deleted Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Searching for a Voice Mail Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Screening Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Programming Remote Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Voice Mail Flowchart (without E-Mail Reader) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

E-Mail Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Entering Your E-Mail Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Using Main Menu E-Mail Reader Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Accessing Fax Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Voice Mail Flowchart (with E-Mail Reader) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

TROUBLESHOOTING TOOLS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Troubleshooting Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Default Access Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Outside Line Access Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Speed Dial and Attendant Access Codes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Feature Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Page 14

Page 15

Getting Started

WELCOME

The instructions in this user guide are for using the Model 8662 Session Initiation Protocol (SIP) end-

point

on the Inter-Tel® 7000 Network Communica-

tions Solution.

The removable Quick Reference Guide is an overview of frequently used features.

This guide includes the following sections:

• Getting Started: An overview of the endpoint, how to set up your endpoint, and how to initialize your voice mail account.

• Basic Features: How to use common endpoint features such as answering and placing calls, features used while on a call, and using messages.

• Advanced Features: How to use advanced fea- tures such as presence management, advanced subscriber tools, and hunt groups.

• Voice Mail Features: How to use voice mail features, including advanced voice mail tools such as Automatic Speech Recognition (ASR) and E-Mail Reader.

• Troubleshooting Tools: Tips and tools to help troubleshoot possible problems.

STARTED

GETTING

NOTICE

Because many endpoint features can be programmed to perform expanded or different tasks, some features may work differently than the descriptions in this guide. Contact your system administrator for more information on how your system varies.

* The term “endpoint” describes an entity on one end of a Transmission Control Protocol/Internet Protocol

(TCP/IP) connection. In this context, this guide uses the term endpoint to describe the Inter-Tel 7000 family of digital and IP phones.

Inter-Tel® Model 8662 Endpoint User Guide

Page 16

GETTING

STARTED

INTER-TEL PERSONAL COMMUNICATOR

Inter-Tel Personal Communicator is an integrated software component of the Inter-Tel 7000 Network Communications Solution and adds advanced features to your system, including:

• Presence management: Change your status and availability (see page 27).

• Call routing: Route calls based on preset conditions (see page 29).

• Contacts: Connect to others using contact features (see page 37).

• Messages: Contact other subscribers using text messages, voice mail messages,

and instant messages

• Feature options: Modify or add settings to system features.

Most Inter-Tel Personal Communicator features can be accessed from your endpoint, however, some features or settings may require at least one of the following portals:

• Inter-Tel Personal Communicator for Web (shown below)

• Inter-Tel Personal Communicator for Windows

• Inter-Tel Personal Communicator for Internet Explorer

• Inter-Tel Personal Communicator for Outlook

• Inter-Tel Personal Communicator for Voice

Except for Inter-Tel Personal Communicator for Voice (see page 39), this user guide does not include instructions for using portals. For portal instructions, refer to the context-sensitive Help sections included in each portal.

(see page 25).

Help Link

* Instant messaging may or may not be enabled for your system. Contact your system administrator for

more information.

Inter-Tel® Model 8662 Endpoint User Guide

Page 17

ABOUT YOUR ENDPOINT

The model 8662 endpoint features include:

• Liquid crystal display (LCD): Displays user and system information and a fea- ture menu.

• Message Indicator lamp: Indicates message activity.

• LCD menu buttons: Select feature options from the LCD.

• Hold button: Places calls on hold.

• Special button: Activates features.

• Feature buttons: Provide quick access to system features.

• Dialpad buttons: Used for entering numbers, letters, and symbols.

• Volume Control button: Changes volume settings—also used for scrolling

through feature options.

• Speaker button: Switches from handset to handsfree or headset calls.

• Handset: Includes a hearing aid-compatible speaker.

• External speaker and microphone: Allow handsfree calls (see page 14).

Handset

STARTED

GETTING

LCD

Message Indicator

Lamp

Menu Buttons

External Speaker

Speaker Button

Volume Control

Button

This is the default Model 8662 configuration. Your endpoint features

NOTE

Inter-Tel® Model 8662 Endpoint User Guide

may not be programmed or located as displayed above. Contact your system administrator for more information.

Dialpad Buttons

Hold Button

Special Button

Feature Buttons

External Microphone

(behind slot on underside)

Page 18

GETTING

STARTED

Feature Buttons

Feature buttons provide quick access to commonly used endpoint features. Some default feature buttons are described in the following table.

If your feature buttons are not labeled, or if they are labeled incor-

NOTE

BUTTON ACTION PAG E

LINE

MUTE

STATUS

PAG E

PERSONAL

DIR

REDIAL

CONF

TRANSFER

MESSAGE

FORWARD

PARK

PICKUP

CALL LOG

GROUP

ANSWER

OUTGOING

rectly, you can print new labels using Inter-Tel Personal Communicator for Web. If necessary, contact your system administrator to have the correct labels installed.

Switch between handset and handsfree calls. 14

Adjust volume settings or scroll through feature options. 9

Place a call on hold. 20

Select an outside line or answer a call. 16

Mute the microphone or backspace when entering dialpad digits. 21

Change status settings. 27

Place a page. 26

Access your Personal contact list. 37

Access the Directory contact list. 38

Redial the last number called. 18

Place a conference call. 24

Transfer a call. 22

View, leave, or retrieve messages or toggle between alpha and numeric modes.

Forward calls or move forward when entering dialpad digits. 29

Park a call to an orbit number. 20

Pick up (answer) a parked call. 20

View recent missed, incoming, and outgoing calls. 36

Search the Directory contact list. 38

Browse Group contact lists. 37

Answer a call. 14

Place an outgoing call. 18

Activate a feature. 13

Inter-Tel® Model 8662 Endpoint User Guide

Page 19

LCD and Menu Buttons

The Model 8662 has a six-line LCD. When the endpoint is idle, the top two lines show user and system information, including:

• Extension number

• Subscriber name

• Time and date

• Call information (during a call)

• Message indication (after receiving messages)

If your status is not set to available (see page 27), your status setting displays on the first line instead of your display name and extension number. The system time and date or a status return time or date display on the second line.

STARTED

GETTING

68089 John Smith

10:30 MON OCT 24

Available Status Unavailable Status

Unavailable

9:00 WED OCT 26

The bottom four lines display a feature menu, which changes according to the feature you are using. Press the menu button closest to an option to select it.

Display Name (or Status)

and System Information

Feature Menu

(default configuration, your system may vary)

Some features displayed on the LCD may be abbreviated because the LCD displays only 16 characters on each line. See the following table for feature abbreviations.

ABBREVIATION WORD/PHRASE

CNF Conference CUR LOC Current Location DCP Direct Call Pickup HOLD CL Hold Call LCR Last Call Received PKUP Pickup VMAIL Voice Mail XFR Transfer

Inter-Tel® Model 8662 Endpoint User Guide

Page 20

GETTING

STARTED

What You See and Hear

The model 8662 has many audio and visual signals to indicate feature activity. The following are a few helpful tips:

• Feature lamps may be unlit ( ), lit ( ), or flashing ( ) to indicate call or feature activity.

• A red lamp indicates that a call is ringing, holding, or active on your endpoint.

• All feature lamps illuminate at the same time for a few seconds when the end-

point is resetting or powering on (see page 10).

• The following errors may cause an error tone:

— Pressing an invalid button combination

— Trying to select a restricted feature

— Dialing a restricted or invalid number

— Dialing too slowly between digits

— Waiting too long before performing the next step

To correct, hang up and try again.

• Many features “time-out” if you wait too long before performing the next step. If this happens, you must start over.

• “Off-hook” means the handset is lifted—“on-hook” means the handset is in the cradle.

• The Message Indicator lamp flashes when there are waiting messages and duplicates the button signals.

LINE LINE LINE

MESSAGE

Endpoint Connectors

The Model 8662 endpoint connectors include:

• Handset jack: Connects to a handset.

• Headset jack: Connects to a headset.

• Personal computer (PC) port: Connects

to a PC or another 10/100 Ethernet device.

• LAN/Power jack: Connects to a power supply.

Contact your network administrator for more information about the endpoint connectors and supported ethernet devices.

Headset Jack Handset Jack

PC Port LAN/Power Jack

Inter-Tel® Model 8662 Endpoint User Guide

Page 21

Power Requirements

CAUTION

Endpoint Damage Hazard. Make sure your endpoint is connected to the proper power supply before using. Contact your system administrator if you have any questions regarding power requirements.

The endpoint requires either an individual power supply unit or a centralized power source. The following individual power supply units are compatible with the endpoint:

• Inter-Tel power supply unit (48-volt DC output)—part number 806.1114 (806.1117 in Europe)

• Red Hawk Single Port PowerSense

• An industry-standard IEEE 802.3af power supply unit

If your endpoint uses a centralized power over ethernet (PoE) source, DO NOT use an individual power supply unit. If necessary, contact your system administrator for assistance before connecting your endpoint to the centralized power source.

Make sure the endpoint is plugged into an uninterruptible power supply (UPS). If the endpoint is not plugged into a UPS and the power fails, the current call is dropped and the endpoint will not be usable until the power is restored.

™

(part number 901.0407)

STARTED

GETTING

Software and Firmware

CAUTION

Endpoint Damage Hazard. Do not use your endpoint or disconnect it from the

power supply during the downloading process.

The Model 8662 comes with preinstalled Inter-Tel software and firmware, but occasional software updates may be required when new versions are available. The endpoint is configured to download the updates automatically.

During the download process, several messages display on the LCD and the feature button lamps illuminate. The download is complete and the endpoint is ready for use when your user information appears.

Inter-Tel® Model 8662 Endpoint User Guide

Page 22

GETTING

STARTED

ENDPOINT SETUP

Your endpoint should be ready to use. If either of the following messages is displayed,

ENTER ACTIVATION

CODE

ENTER CONFIG

URL

contact your system administrator for assistance or refer to the Activation and Welcome e-mail messages (as shown in Microsoft information to activate your endpoint and enable Inter-Tel Personal Communicator for your account.

Adjusting the Viewing Angle

You can adjust the endpoint viewing angle according to your preference.

To adjust the viewing angle:

1. Position the endpoint on a flat surface.

2. Remove the support “feet” from the base holes.

3. Tilt the endpoint to the desired angle.

4. Replace the feet in the holes to secure the position.

Adjusting the LCD Contrast Level

You can adjust the LCD contrast according to your preference.

Outlook® below), which contain

To adjust the LCD contrast:

1. Press .

2. Press or to adjust the contrast. Press the center of the button to save the

setting.

3 9

Inter-Tel® Model 8662 Endpoint User Guide

Page 23

Adjusting Volume Settings

Volume settings for the following features may be adjusted individually as needed:

• Handset

• Headset

• External speaker

• Background music

• Ringer

You must be using the feature to change the volume setting. For example, if you want to change handset volume setting, you must be using the handset.

To adjust a volume setting: While using the feature, press or . Press the center of the button to save the setting.

Changing Endpoint Ring Tones

You can use Inter-Tel Personal Communicator for Web to change the endpoint ring tones. There are 16 different ring tones.

To listen to ring tones:

1. Press , and then press the NEXT/PREVIOUS menu button or

2. Press the VIEW menu button, and then press the NEXT/PREVIOUS menu button

or to scroll to

3. Press the VIEW menu button to listen to ring tones. Press the NEXT/PREVIOUS

menu button or to scroll through and listen to all ring tones.

6 0 0

to scroll to

PHONE SETTINGS.

RING TONE SETTINGS.

STARTED

GETTING

To change ring tones:

1. Open Inter-Tel Personal Communicator for Web (see below).

2. Click the Phone tab, and then click the Phone Options sub tab.

3. Click on the Settings link for your endpoint type.

4. Select the ring tone(s) from the drop-down list(s), and then click Save to save

the changes

Inter-Tel® Model 8662 Endpoint User Guide

Page 24

GETTING

STARTED

Listening to Background Music

If your system is equipped with a music source, you can listen to background music through the external speaker.

To enable/disable background music: Press toggle).

Resetting the Endpoint

If your endpoint is not working properly, it may need to be reset. Contact your system administrator before resetting your endpoint.

5 1

(Background Music on/off

To reset your endpoint: Press (at the same time) .

7 8

Using a Headset

When using a headset, press to connect/disconnect calls. You can switch to the handset by lifting the handset from the cradle. Press before replacing the handset in the cradle to switch back to the headset.

To connect and enable the headset:

1. Insert the headset plug into the headset jack (see page 6).

2. Do one of the following:

• Press

(Headset on).

(Headset on/off).

To disconnect and disable the headset:

1. Remove the headset plug from the headset jack.

2. Do one of the following:

• Press

(Headset off).

(Headset on/off).

Validating Your Location for Placing Emergency Calls

Before using your endpoint, make sure that it is validated in the system for placing emergency calls. See page 16 for more information on placing emergency calls.

To validate the location: Press . Your location is validated if the following confirmation notice appears.

6 1 1

LOCATION

VALIDATED

If any other message appears, contact your system administrator.

Inter-Tel® Model 8662 Endpoint User Guide

Page 25

VOICE MAIL SETUP

See Voice Mail Features on page 47 for more information on using system voice mail features.

Voice mail instructions include Automatic Speech Recognition (ASR) voice commands, which can be used instead of pressing the dialpad buttons if ASR is enabled for your system (see page 47).

Initializing Voice Mail

If necessary, contact your voice mail administrator for the voice mail extension number and your voice mail password. Your voice mail password is also your personal identification number (PIN), which is used for the following system features:

• Voice mail password

• Unlocking your endpoint (see page 30)

• Hot Desking (see page 33)

• Inter-Tel Personal Communicator for Voice (see page 39)

• Advanced hunt groups (see page 43).

NOTE Changing your voice mail password also changes your PIN.

To initialize your voice mail account:

Press during any voice mail operation to advance to the next step. Press to

return to the previous menu.

1. Dial the voice mail extension number, and then press .

2. Enter your system-generated voice mail password, and then press .

3. Enter your new password using dialpad buttons 0 through 9 (4 to 12 digits), and

then press .

4. Press or say “Accept” to accept the entry, or press or say “Erase” to erase

and re-enter your password. After accepting the new password, the system prompts you to record your directory name.

5. After the tone, record your first and last name for the directory. When prompted,

select one of the following options:

• Press or say “Accept” to accept the name.

• Press or say “Replay” to replay the recorded name.

• Press or say “Append” to add to your name.

• Press or say “Re-record” to erase and re-record your name.

# 3

STARTED

GETTING

See page 49 to re-record or change your directory name.

After recording your name, the system plays a message that introduces you to voice mail system features. To skip the introduction, press

Inter-Tel® Model 8662 Endpoint User Guide

or say “Skip.”

Page 26

GETTING

STARTED

Recording Your Personal Greeting(s)

Your personal greeting* informs callers why they have reached your voice mailbox, so you may include some or all of the following information:

• Whether or not you are in the office and where you can be reached.

• When you will be returning calls.

• How to exit voice mail (for callers who do not want to leave a message). For

example, “Press to return to the operator.”

The following are sample greetings to help you plan your message:

• Hello, this is __________. I am either on another line or away from my desk and cannot take your call at this time. If you need to speak to someone immediately, please dial zero now. Otherwise, leave a detailed message, and I will return your call as soon as possible. Thank you.

• Hello, this is __________. I will be away from the office from day/date until day/ date. If you need to speak to someone immediately, please dial zero now. Other-

wise, leave a detailed message, and I will return your call when I return. Thank you.

If you do not record a greeting, a default system greeting is used.

To record or change your personal greeting:

1. Access your mailbox (see page 48).

2. Press or say “Personal” to select the Personal Options menu.

3. Press or say “Greeting” to record or change your personal greeting.

4. Select one of the following:

• Press or say “Primary” to record and/or enable your primary greeting.

• Press or say “Alternate” to record and/or enable your alternate greeting.

• Press or say “System” to enable the system default mailbox greeting.

If you selected the system greeting option, hang up.

If you already have a primary or alternate greeting, it is played when you select

primary or alternate.

If you selected the primary or alternate greeting option, record your greeting when prompted, and then press to end the recording.

5. Then do one of the following:

• Press or say “Accept” to accept the greeting.

• Press or say “Replay” to replay the greeting.

• Press

• Press or say “Erase” to erase and re-record the greeting.

• Press or say “Cancel” to exit without changing your greeting.

or say “Append” to add to the greeting.

* Custom greetings can be created and assigned using Inter-Tel Personal Communicator for Web.

Inter-Tel® Model 8662 Endpoint User Guide

Page 27

Basic Features

Basic features include answering and placing calls, features used while on a call, and using messages.

NOTE

Depending on system configuration, the features described in this user guide may or may not be enabled. The following error message may appear if your system does not support a feature or if a feature is not enabled.

If you are unable to use a feature or if a feature is not working properly, contact your system administrator for more information.

Because the Model 8662 is dynamic and programmable, there may be multiple ways to access and use features. For example, to answer a call you can:

• Lift the handset.

• Press the flashing

• Press .

• Press the

• Press .

For ease of use, when there are multiple ways to activate a feature, this user guide may describe the most common method(s) only.

To activate a feature using the feature code: Press before entering the feature code. You can also use , but this will not activate features while on a call. System feature codes are listed on page 65.

Some features work only with Inter-Tel endpoints connected to the Inter-Tel 7000 Network Communications Solution.

FEATURE NOT

ENABLED

LINE

button.

ANSWER

ANSWER menu button.

FEATURES

BASIC

To cancel a feature: Press the

Inter-Tel® Model 8662 Endpoint User Guide

EXIT menu button or while in the feature menu.

Page 28

BASIC

FEATURES

ANSWERING CALLS

Your endpoint may be preset to automatically answer intercom (internal) calls using the Auto Answer feature (see below). After disabling Auto Answer, you can answer calls using your handset or headset.

To answer a call: Lift the handset, or press to answer a call while using a headset or to answer a call handsfree. If you are currently on a call, press the flashing

LINE

Using Auto Answer

Auto Answer automatically answers calls from other subscribers in handsfree mode using the speakerphone Outgoing, you must answer the call using your handset or by pressing , even if Auto Answer Incoming is enabled on your endpoint.

For Auto Answer to work, the calling party must have Auto Answer Outgoing enabled, and the receiving party must have Auto Answer Incoming enabled.

NOTES

button to answer waiting calls

You cannot use Auto Answer Incoming if you are using a headset or if you have more than one endpoint assigned to an extension number.

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

(see page 15).

. However, if the calling subscriber has disabled Auto Answer

To enable Auto Answer Incoming, do one of the following:

• Press

(Auto Answer Incoming on).

(Auto Answer Incoming on/off).

To disable Auto Answer Incoming, do one of the following:

• Press

(Auto Answer Incoming off).

(Auto Answer Incoming on/off).

To enable Auto Answer Outgoing, do one of the following:

• Press

(Auto Answer Outgoing on).

(Auto Answer Outgoing on/off).

To disable Auto Answer Outgoing, do one of the following:

• Press

To temporarily disable Auto Answer Outgoing for an outgoing call: Press

(Auto Answer Outgoing off).

(Auto Answer Outgoing on/off).

before dialing the extension number.

Inter-Tel® Model 8662 Endpoint User Guide

Page 29

Answering Waiting Calls

If you receive a call while on another call, you hear a call waiting tone through your handset or headset, and the Caller ID information (if available) displays.

To answer a waiting call and place the first call on hold: Press the flashing

LINE

button.

Using Automatic Line Answer

Automatic Line Answer automatically connects you to the caller when you pick up the handset or press abled, you must press the flashing button to answer the call.

(when using a headset). When Automatic Line Answer is dis-

LINE

FEATURES

BASIC

NOTE

Auto Answer overrides Automatic Line Answer and answers calls handsfree (see page 14).

To enable Automatic Line Answer, do one of the following:

• Press

To disable Automatic Line Answer, do one of the following:

• Press

Using Call Drop

Call Drop immediately disconnects you from active or incoming calls.

To us e Cal l Dro p: While you are on the call or while the call is ringing, lift and replace the handset or press the

3 2 1

(Automatic Line Answer on).

3 2 2

(Automatic Line Answer on/off).

3 2 0

(Automatic Line Answer off).

3 2 2

(Automatic Line Answer on/off).

END CALL menu button.

Inter-Tel® Model 8662 Endpoint User Guide

Page 30

BASIC

FEATURES

PLACING CALLS

The following instructions are for using basic features associated with placing emergency, intercom, and outside calls. You can also use the Station and System speed dial features when placing a call (see page 19).

Placing Emergency Calls

Contact your system administrator to make sure your system is correctly configured for emergency service before using your endpoint. If an emergency call phone number is dialed from

IMPORTANT

a Session Initiation Protocol (SIP) endpoint located at a remote site that is not correctly configured, the call will be placed from the location where the system is installed instead of the location where the emergency call was placed. See page 10 for more information on validating your location for emergency calls.

You do not have to press the Outgoing Call access code ( ) or an OUTGOING button to dial an emergency service number. In an emergency, dial the appropriate emergency service number directly ( U.S. or

Placing Intercom Calls

An intercom call is a call placed to another subscriber in the organization.

To place an intercom call: Dial the subscriber’s extension number. When using Auto Answer (see page 14), speak after the intercom (IC) confirmation appears.

If the extension is busy, the following feature options are available:

• Camp-on to the busy extension until the subscriber is available (see below).

• Place an Off-Hook Voice Announce (see page 17).

• Queue for the subscriber (see page 17).

• Leave a text message (see page 25).

• Record a voice mail message (see page 26).

Using Camp-on

Use Camp-on to stay on the line and wait for the busy extension to become available.

1 1

IC TO JOHN SMITH

1:30 FRI DEC 16

9 9 9 1

/ Eur.).

1 2

use Camp-on: Stay on the line until the called extension becomes available (do not

hang up). Until the call is answered or sent to voice mail, the extension rings periodically and the display indicates the waiting call.

Inter-Tel® Model 8662 Endpoint User Guide

Page 31

Placing an Off-Hook Voice Announce

An Off-Hook Voice Announce (OHVA) connects you to a subscriber’s speakerphone while the subscriber is on another call. This allows the subscriber to speak and listen to you while on the active call. to place an OHVA—you can also place an OHVA while the extension is idle.

If the called subscriber is on a handsfree call or on a call while using a headset, you are camped-on to the extension until the call is terminated. The subscriber will then receive the OHVA as an incoming call.

To place an OHVA:

1. Press .

If the extension is busy, you are automatically connected. If the extension is idle, dial the extension number.

Confirmation notices briefly appear on both endpoints.

The subscriber’s extension does not have to be busy

FEATURES

BASIC

OHVA TO JOHN

1:30 FRI DEC 16

2. Place the voice announce. The called party hears the announcement over the

external speaker.

Queuing for a Subscriber

If a called extension is busy, queuing for the subscriber notifies you with a callback when all endpoints assigned to the subscriber are idle and when the subscriber’s status is available for calls. The system calls you when the subscriber is available.

To queue for the subscriber:

1. While on the call, press the QUEUE menu button or .

2. Enter the extension number, and then hang up.

To cancel the queue: Answer the callback, and then hang up.

OHVA CALL FROM

MARIA

4 4

* OHVA may or may not be enabled for your system. Shared (forked) extensions cannot use OHVA. Con-

tact your system administrator for more information.

Inter-Tel® Model 8662 Endpoint User Guide

Page 32

Placing Outside Calls

Outside calls are calls placed to parties outside of the organization.

To place an outside call:

1. With or without the handset lifted, do one of the following:

• Press .

• Press the

• Press the Outgoing Call access code. The default code is .

2. Dial the number. If you enter an incorrect digit, press to move the cur-

sor backward, deleting the last digit(s) entered.

OUTGOING

OUTGOING menu button.

MUTE

BASIC

FEATURES

Using Billing Codes

Billing codes are used to categorize calls. If they are used in your organization, you may be prompted to enter a billing code when placing outside calls. Contact your system administrator for billing code information.

Redialing a Phone Number

The Redial feature automatically redials the last extension or outside number called.

To redial the last number called: Press or .

Using Auto Redial

Use Auto Redial to redial intercom or outside calls in timed intervals until answered.

To use Auto Redial:

1. Press .

2. Enter the number of attempts desired, and then press .

3. Enter the time-out period (the time between attempts), and then press .

To cancel Auto Redial, do one of the following:

• Lift and replace the handset.

• Press the

EXIT menu button or .

REDIAL

Using Last Call Return

You can automatically dial the last call received.

To use Last Call Return: Press

Inter-Tel® Model 8662 Endpoint User Guide

Page 33

Using Speed Dial

There are two types of speed dial that you can use to dial numbers:

• Station speed dial: A subset of contacts (up to 20) from your Personal contact list which have access codes (

ing.

• System speed dial: A subset of contacts (up to 100) from your Company contact list which are designated by the system administrator and have access codes

0 0

(

to ) assigned to them for speed dialing. Contact your sys-

tem administrator for System speed dial access codes.

To use Speed Dial: Press ple:

• Press

• Press to call a company number (using System speed dial).

to call a personal contact (using Station speed dial).

0 1

9 9

to ) assigned to them for speed dial-

plus the access code assigned to the contact. For exam-

0 0

FEATURES

BASIC

* You can assign Station speed dial access codes using Inter-Tel Personal Communicator for Web or

Inter-Tel Personal Communicator for Windows. Contact your system administrator for more information.

Inter-Tel® Model 8662 Endpoint User Guide

Page 34

BASIC

FEATURES

FEATURES USED WHILE ON A CALL

The following features are primarily used for active or incoming calls.

Placing Calls On Hold

When you place a call on hold, the held party hears music on hold or silence, depending on your system configuration. While the call is on hold, the system periodically rings your endpoint as a reminder.

To place a call on hold:

1. Press or the HOLD menu button.

2. Hang up or place another call.

To return to a held call:

1. Lift the handset or press (handsfree).

2. Press or the flashing button.

If more than one call is on hold, switch between held calls (call hop) by pressing the flashing button assigned to the call.

LINE

Using Call Park

Use Call Park to place calls on hold to a designated “orbit” location. After the call is parked to the orbit location, it can be picked up (answered) by any subscriber.

To use Call Park:

1. During the call, press or the PARK menu button.

2. Enter a 1- to 10-digit orbit number (for example, ), and then press .

A confirmation notice appears.

LINE

PARK

1 1 #

CALL PARKED

SUCCESSFULLY

3. Dial the extension number for which the parked call is intended, and then

announce the parked call and the orbit number.

4. Hang up. You are disconnected from both parties.

If the parked call is not picked up, it will be redirected to the subscriber who parked the call after the Park Recall timer expires (about two minutes).

To pick up a parked call:

1. Press or the PKUP menu button.

2. Enter the orbit number, and then press .

PICKUP

Inter-Tel® Model 8662 Endpoint User Guide

Page 35

Using the Mute Feature

The Mute feature disables your microphone to prevent parties from hearing you.

To enable or disable the Mute feature: While on the call, press or the

MUTE/UNMUTE menu button.

Displaying Your User Information

You can temporarily display your user information and the system time and date.

6 5

To display user and system information: Press

Displaying Caller ID Information

Use Caller ID to display the caller’s name or number (if available) and the elapsed time of the call, toggling between the name and number.

JOHN SMITH

:08

Caller Name on Caller Name off

To display caller ID information: Press

(Caller ID toggle).

3 4

Blocking Outbound Caller ID Information

You can block your Caller ID information from displaying on the current call.*

To block outbound Caller ID for the current call: Press the number (the number is immediately dialed).

To unblock outbound Caller ID (if set to always blocked): Press

MUTE

480-961-9000

:08

6 7

, and then enter

8 2

FEATURES

BASIC

Using Annoyance Call Trace

Annoyance Call Trace identifies and records an unwelcome caller’s Caller ID information and the time of the call. information. Annoyance Call Trace can be used during or immediately after the call.

To use Annoyance Call Trace: Press

* “All call” outbound Caller ID settings are enabled/disabled by the system administrator.

† Annoyance Call Trace may or may not be enabled for your system. Contact your system administrator

for more information.

Inter-Tel® Model 8662 Endpoint User Guide

†

You must contact your system administrator for the

5 7

. A confirmation notice appears.

CALL TRACE

SUCCEEDED

Page 36

BASIC

FEATURES

Transferring Calls

There are three ways to transfer calls:

• Transfer to Ring: Transfers the call to an extension or outside number.

• Transfer to Hold: Transfers the call to another subscriber and places the call on

hold.

• Transfer on Connect: Transfers the call to another phone and then disconnects the call from your endpoint. For example, use Transfer on Connect to transfer a call from your endpoint to your cell phone or personal digital assistant (PDA).

To use Transfer to Ring:

1. While on the call, press or the XFR menu button.

If you are transferring the call to an extension, dial the extension number. If you are transferring the call to an outside number, press

going Call access code ( ), and then dial the number.

2. Do one of the following:

• Hang up to complete the transfer.

• Wait for an answer, announce the call (if desired), and then hang up. A con-

firmation notice appears.

To use Transfer to Hold:

1. While on the call, press .

2. Dial the extension number, and then do one of the following:

• Hang up to complete the transfer.

• Wait for an answer, announce the call if desired, and then hang up. A confir-

mation notice appears.

TRANSFER

SUCCESSFUL

4 6

OUTGOING

or the Out-

TRANSFER

SUCCESSFUL

To use Transfer on Connect:

1. While on the call, press .

7 9

If you are transferring the call to an extension, dial the extension number. If you are transferring the call to an outside number, press

, and then dial the

number.

2. After the call is answered, hang up. A confirmation notice appears.

FEATURE REQUEST

SUCCEEDED

Inter-Tel® Model 8662 Endpoint User Guide

Page 37

Using Send to Destination

Send to Destination allows you to send incoming calls to another extension or outside number.

To use Send To Destination:

1. While a call is ringing, press the SEND TO DEST menu button or .

2. Do one of the following:

• If you are sending the call to an extension, dial the extension number.

• If you are sending the call to an outside number, press the Outgoing Call

access code ( ), and then enter the number. A confirmation notice appears.

4 8

FEATURES

BASIC

CALL FORWARDED

TO 1234

Extension Outside Number

Using Directed Call Pickup

Directed Call Pickup allows you to answer a call that is ringing or holding at another endpoint (reverse transfer a call). For example, if you receive a call but you are away from your desk, you can answer the call from any system endpoint.

To use Directed Call Pickup:

1. Press .

2. Dial the extension number where the call is ringing or holding to connect to the

5 3

caller. A confirmation notice appears.

SUCCESSFUL

If the call is for a hunt group (see page 43), enter the hunt group extension number to answer the call.

Using Group Call Pickup

A call group is a group of subscribers who have their own extensions.* Unlike hunt groups (see page 43), call group members do not share an extension. Call group mem- bers can answer ringing or holding calls for any other member of the call group. Calls are answered based on the order they are received (first in, first answered).

TRANSFER

CALL FORWARDED

TO 4809619000

To use Group Call Pickup: Press . The first call received is answered.

* Call groups are configured by your system administrator.

Inter-Tel® Model 8662 Endpoint User Guide

5 4

Page 38

BASIC

FEATURES

Placing Conference Calls

You can place a conference call with subscribers and outside parties. The number of parties who can be added to the conference depends on system configuration.

To place a conference call:

1. While on the first call, press or the CNF menu button to place the call

on hold.

2. Add the conference parties:

If you are adding subscribers:

a. Dial the extension number and announce the conference.

b. Press the flashing button or the CNF menu button to add the party

to the conference.

If you are adding outside parties:

a. Press or the Outgoing Call access code ( ).

b. Dial the number, and then announce the conference.

c. Press the flashing button or the CNF menu button to add the party

OUTGOING

to the conference.

3. After gathering the conference parties, press the flashing button or the

CONN TO CNF menu button to start the conference. A confirmation notice dis-

plays.

CONF

CNF IN PROGRESS

CONF

To place your endpoint on hold and remove yourself from the conference:

Press . This places your endpoint on hold without disconnecting the parties. To return to the conference, press the flashing button.

LINE

To add a party to the conference:

1. Press or the ADD PARTY menu button. This leaves the conference

CONF

parties connected.

2. Call the party to be added to the conference, announce the conference, and then

press the

3. Press the flashing button or the CONN TO CNF menu button to recon-

CNF menu button or the flashing button.

CONF

nect to the conference with the added party.

To drop out of the conference: Press , and then hang up. This removes you

CONF

from the conference, but leaves the other parties connected.

To reconnect to the conference after dropping out: Lift the handset, and then press the flashing

CONF

button or the CONN TO CNF menu button. (Press the flashing

button twice for handsfree calls.)

Inter-Tel® Model 8662 Endpoint User Guide

Page 39

USING MESSAGES

When you receive new text or voice mail messages, the Message Indicator lamp flashes, and the LCD shows the number of new messages. Instant messages do not display on the endpoint and are not indicated by the Message Indicator lamp or LCD.

Using Text Messages

You can send text messages to other subscribers. The default message is PLEASE

CALL ME

Personal Communicator for Windows to create and send your own text messages.

To send a text message:

1. Do one of the following:

2. Dial the extension number. A confirmation notice appears.

To cancel a sent text message:

1. Do one of the following:

2. Dial the extension number.

3. Press the DELETE menu button or to cancel the message. A confirmation

. You can also use Inter-Tel Personal Communicator for Web or Inter-Tel

• Press , and then press the

MESSAGE

• Press .

• Press , and then press the

MESSAGE

• Press .

notice appears.

5 2 0

5 2 2

LEAVE MESSAGE menu button.

MESSAGE LEFT FOR

JOHN SMITH

CANCEL MESSAGE menu button.

MESSAGE DELETED

FEATURES

BASIC

To view, reply to, or delete a text message (Message button and lamp are flashing):

1. While the handset is on-hook, press or the VIEW MESSAGE menu

MESSAGE

button. Then lift the handset if desired.

2. If there is more than one message, press the >>/<< menu button or to

scroll through the messages. Press the

VIEW TEXT menu button to view the

message.

3. Press the REPLY menu button or to call the subscriber, or press the DELETE

menu button or to delete the message.

* Instant messaging (IM) may or may not be enabled for your system. If enabled, use Inter-Tel Personal

Communicator for Web or Inter-Tel Personal Communicator for Windows for IM.

Inter-Tel® Model 8662 Endpoint User Guide

Page 40

BASIC

FEATURES

Leaving and Listening to Voice Mail Messages

Use voice mail to record a message and send it to a subscriber’s mailbox.

To leave a voice mail message:

1. Do one of the following:

• Press , and then press the

• Press

2. Dial the extension number.

3. Leave your voice mail message, and then hang up.

MESSAGE

LEAVE VMAIL menu button.

To listen to a new voice mail message (Message button and lamp are flashing):

1. While the handset is on-hook, press or the VIEW MESSAGE menu

MESSAGE

button. Then lift the handset if desired.

2. If there is more than one message, press the >>/<< menu button or to

scroll through the messages.

3. Press the LISTEN menu button or to connect to your mailbox, enter your

password, and then press .

To avoid entering your password each time you access your mailbox,

TIP

you can use Inter-Tel Personal Communicator for Web to enable Auto Logon settings (Options tab - Preferences [Edit] - Voice Portal).

Paging Subscribers

A page is an announcement through endpoint speakers or external speakers. The Paging feature uses page groups to prevent announcements from transmitting through every endpoint in the system. Contact your system administrator for page group numbers and list them below for your convenience.

PAGE GROUP NUMBER

To use the Page feature:

1. Press or .

2. Enter the page group number. A confirmation notice appears.

PAG E

PAGE IN PROGRESS

1:30 FRI DEC 16

3. Place the page announcement, and then hang up.

To cancel the page: Hang up or press the

END CALL menu button.

Inter-Tel® Model 8662 Endpoint User Guide

Page 41

Advanced Features

The Inter-Tel 7000 Network Communications Solution advanced features provide you with the latest communication technologies.

PRESENCE MANAGEMENT

Presence management features enable you to:

• Inform subscribers of your availability and direct calls based on your status (see below).

• Route incoming calls using Reach Me (see page 29).

• Use routing rules to set and change how your calls are routed based on the caller,

type of call, and destination (see page 29).

Changing Your Status

Your status reflects your availability. The seven default status settings are shown in the following table.

IDENTIFIER STATUS

Available

Unavailable

Send Calls to <number>

In Meeting Until <time>

Out to Lunch

Gone Home

On Vacation Until <date>

ADVANCED

FEATURES

The IN MEETING UNTIL and ON VACATION UNTIL status settings allow you to enter the time or date you will return. For example, if you select your status setting and enter 3:30 as your return time, your endpoint displays

MEETING UNTIL 3:30

. The SEND CALLS TO status setting allows you to forward

incoming calls to another extension or outside number.

If your status is not set to voice mail. However, you can change your default status settings or add statuses using Inter-Tel Personal Communicator for Web.

Inter-Tel® Model 8662 Endpoint User Guide

IN MEETING UNTIL as

AVAILABLE, default routing settings send your calls to

Page 42

ADVANCED

FEATURES

To change your status:

1. Press or the STATUS menu button.

2. Do one of the following:

STATUS

• Enter the status identifier from the table on page 27.

• Press the

BROWSE menu button, and then press the NEXT/PREVIOUS menu

button or to scroll through the options.

If the status includes a time, date, or forwarding number, enter the information using the dialpad buttons. See the following table for dialpad button character descriptions.

3. Press the ACCEPT menu button or to set the status.

NUMBER OF TIMES BUTTON IS PRESSED (IN ALPHA MODE)

BUTTON

1 2 3 4 5 6 7 8 9 10 11 12 13

1!|’:;,/\><)(

ABC2abc

DEF 3 d e f

GH I 4 g h i

JKL5 j k l

MNO 6mn o

PQRS7 p q r s

TUV8 t u v

WXYZ9wxyz

0.@#*-_&%=$~+

To use the dialpad to enter characters:

Press the dialpad buttons to enter characters. If the dialpad is currently set to enter numeric characters (numbers), switch to alphanumeric (letters, numbers, and symbols) by pressing the pressing the

Press

NUMERIC MODE menu button or .

<< or to move the cursor backward (deleting the last character[s]

entered), or press

For example, to enter

1. In numeric mode, press . Press the ALPHA MODE menu button.

2. In alpha mode, press five times, and then press the NUMERIC MODE menu

ALPHA MODE menu button or . Return to numeric by

MUTE

FORWARD

>> or to move the cursor forward.

1:30, you can use the following sequence:

MESSAGE

button.

3. In numeric mode, press .

4. In numeric mode, press .

5. Press the ACCEPT menu button or to accept the entry.

Inter-Tel® Model 8662 Endpoint User Guide

Page 43

Using Reach Me

Use Reach Me to route calls to the following (default) destinations:*

• At my desk: Calls are sent to your current location based on your status setting.

• Voice mail: Calls are sent to voice mail.

• Forward to: Calls are sent to the extension or outside number entered as the for-

warding number.

• Follow rules: Calls or instant messages are routed based on default system rout- ing rules or routing rules created using Inter-Tel Personal Communicator for Web.

To use Reach Me:

1. Do one of the following:

• Press the

• Enter the feature code from the following table, and then go to step 3.

2. Press the BROWSE menu button, and then press the NEXT/PREVIOUS menu

button or to scroll through the options.

3. Press the ACCEPT menu button or to accept the Reach Me setting.

If you selected press the

ACCEPT menu button or to accept the forwarding number.

REACH ME menu button or , and then go to step 2.

FEATURE CODE REACH ME SETTING

5 6 1

5 6 2

5 6 3

5 6 4

At My Desk

Voice Mail

Forward to <number>

Follow Rules

5 6 0

FORWARD TO, enter the extension or outside number, and then

ADVANCED

FEATURES

Changing your Reach Me setting also changes your status setting. For example, changing your Reach Me setting to VOICE MAIL also

NOTE

changes your status setting to UNAVAILABLE. Changing your Reach Me setting to AT M Y DESK also changes your status setting to AVAILABLE.

* Routing rules can be added or changed using Inter-Tel Personal Communicator for Web. Contact your

system administrator for more information.

Inter-Tel® Model 8662 Endpoint User Guide

Page 44

ADVANCED SUBSCRIBER FEATURES

Advanced subscriber features allow you to:

• Lock your endpoint (see below).

• Bypass routing rules to contact other subscribers (see page 30).

• Redirect active or incoming calls using Hot Rules (see page 31).

• Find and call contacts using Personal Assistant (see page 32).

• Record calls and voice memos using Record-A-Call (see page 32).

• Log on to other endpoints using Hot Desking (see page 33).

• Allow multiple subscribers to listen to a caller using Group Listen (see page 34).

• Monitor other subscribers’ call activity using Monitor Account (see page 34).

• Contact subscribers using the Outbound Communication menu (see page 35).

• View or return recent calls using your Call Log (see page 36).

• Find and contact others using contact lists (see page 37).

• Access Inter-Tel Personal Communicator using the voice portal (see page 39).

Locking Your Endpoint

You can lock your endpoint to prevent others from using it.

ADVANCED

FEATURES

To lock your endpoint: Press

3 1

To unlock your endpoint: Enter your personal identification number (PIN), and then press the

UNLOCK menu button or . If necessary, contact your system administra-

tor for your PIN

IMPORTANT

You can still use the endpoint to dial emergency service numbers when it is locked ( U.S. or / Eur.). Press after dialing the emergency service number to immediately place the call. Otherwise, there will be a 4-second system pause before the system places the call, as described below.

1 1

9 9

1 2

To dial an emergency service number when the endpoint is locked: Do one of the following:

• Dial the emergency service number, and then press (for example,

1 1 #

). The system immediately places the call.

• Dial the emergency service number. After a 4-second pause, the system places the call.

Inter-Tel® Model 8662 Endpoint User Guide

Page 45

Using Direct Endpoint Access

Direct Endpoint Access allows you to call a subscriber’s extension and bypass all routing rules enabled by the subscriber.

To use Direct Endpoint Access:

1. Press .

2. Dial the extension number.

Using Direct Account Access

Direct Account Access allows you to call a subscriber at the subscriber’s current location and bypass any other enabled routing rules.

To use Direct Account Access:

1. Press .

2. Dial the extension number.

Using Hot Rules

Use Hot Rules to redirect active or incoming calls.† If you are on an active call, Hot Rules apply to the active call, not an incoming call. Hot Rules apply to incoming calls only if the endpoint is idle. The default Hot Rules destinations are:

• Voice mail (

• Current location (

• Hold call (

V-MAIL): Sends the call to voice mail.

CUR LOC): Sends the call to your current location.

HOLD CL): Places the call on hold.

This ensures the extension endpoint is dialed.

ADVANCED

FEATURES

To us e Hot R ule s :

1. While on a call or while a call is ringing, press the HOT RULES menu button or

2. Do one of the following:

• Press the

APPLY menu button or to accept the current Hot Rule.

NEXT/PREVIOUS menu button or to scroll through the

options, and then press the

APPLY menu button or to accept the rule.

If the call is active and you selected current location (CUR LOC), enter the extension number, or press

OUTGOING

or the Outgoing Call access code ( ), and then

enter the outside number.

* Direct Endpoint Access and Direct Account Access may or may not be enabled for your system. Contact

your system administrator for more information.

† Advanced routing for Hot Rules may or may not be enabled. If enabled, advanced Hot Rules routing can

be added or changed using Inter-Tel Personal Communicator for Web and can contain multiple steps and perform other functions based on the person calling, such as hang up, play a greeting, or transfer the call to another subscriber. Contact your system administrator for more information.

Inter-Tel® Model 8662 Endpoint User Guide

Page 46

Using Personal Assistant

ADVANCED

FEATURES

Personal Assistant allows you to place a call by saying the name, extension, or outside number of the person you are calling.

To use Personal Assistant:

1. Press .

2. After hearing Personal Assistant’s introduction (“Who would you like to call?”),

6 4

say the name, extension, or outside number of the person you want to call. Personal Assistant verifies the information or asks you to repeat the request.

3. Say “Yes” to accept, or say “No” to start over.

Using Record-A-Call

Use Record-A-Call to record an ongoing call as a mailbox message.‡ You can then retrieve the recording from your mailbox. Record-A-Call remains active after the other party hangs up, allowing you to add to the recording if desired.

To use Record-A-Call:

1. While on the call, press .

2. Enter the mailbox number (if not preprogrammed), and then press the ACCEPT

menu button or . A confirmation notice appears.

3. After recording the conversation, append the message if desired, and then press

the

END REC menu button or hang up to end the call.

RECORDING IN

PROGRESS

†

To retrieve the recording: Retrieve the recording as a new message (see Listening to Voice Mail Messages on page 48).

* Personal Assistant may or may not be enabled for your system. Contact your system administrator for

more information.

† The confirmation prompt can be disabled using Inter-Tel Personal Communicator for Web.

‡ Record-A-Call may or may not be enabled for your system. Contact your system administrator for more

information.

Inter-Tel® Model 8662 Endpoint User Guide

Page 47

Recording a Voice Memo

You can use Record-A-Memo to record a voice memo and save it to your mailbox or another subscriber’s mailbox as a voice mail message.

To record a voice memo:

1. Press .

2. Enter the mailbox number (if not preprogrammed).

3. Record the message.

4. Press the END CALL menu button (or hang up) to stop recording.

To retrieve the recording: Retrieve the recording as a new message (see Listening to Voice Mail Messages on page 48).

Hot Desking

Hot Desking allows you to log on to another system endpoint and transfer your account profile (extension number, user name, status setting, contacts, etc.) to the endpoint on which you are logged on. which you are logged on, unless your Reach Me settings have routed your calls to another location. Hot Desking is often used when multiple subscribers share the same endpoint or when a subscriber changes desks frequently.

Calls can still be made to the subscriber who was originally assigned

NOTE

to the endpoint using the subscriber’s extension number. Incoming calls for the original subscriber are assigned to the fourth line button.

Incoming calls are routed to the endpoint(s) on

ADVANCED

FEATURES

To us e Hot D esk i ng:

1. Do one of the following:

• Press

2. Enter your login (account or extension) number, and then press the ACCEPT

(Hot Desking log on).

(Hot Desking log on/log off).

menu button or .

3. Enter your personal identification number (PIN), and then press the ACCEPT

menu button or . If necessary, contact your system administrator for your

PIN.

To log out of the endpoint and return it to the previous setting, do one of the following:

• Press

* Hot Desking may or may not be enabled for your system. If enabled, Hot Desking options can be modi-

fied using Inter-Tel Personal Communicator for Web. Contact your system administrator for more information.

Inter-Tel® Model 8662 Endpoint User Guide

(Hot Desking log off).

(Hot Desking log on/log off).

Page 48

Using Group Listen

Group Listen allows you and others to listen to a caller over the speaker while you use the handset or headset to continue speaking. This allows other people in the room to listen to the caller while the caller can hear you only. Because Group Listen uses the external speaker, it cannot be used during a handsfree call.

To enable Group Listen during a call, do one of the following:

• Press

9 1

(Group Listen on).

9 2

(Group Listen on/off).

To disable Group Listen, do one of the following:

• Press

9 0

(Group Listen off).

9 2

(Group Listen on/off).

• Hang up.

Using Monitor Account

ADVANCED

FEATURES

Monitor Account allows you to assign feature buttons to other subscribers using InterTel Personal Communicator for Web.

When enabled, you can use your Monitor

Account buttons to:

• Call the subscriber by pressing the button assigned to the extension.

• Transfer a call to the subscriber by pressing the button (you do not have to dial

the extension number).

• Monitor the subscriber’s call activity.

The assigned feature button lamp indicates the subscriber’s call activity, as shown in the following table.

LAMP INDICATION SUBSCRIBER ENDPOINT ACTIVITY

Off All of the subscriber’s endpoints are idle.

On One or more of the subscriber’s endpoints are busy.

Blinking Rapidly One or more of the subscriber’s endpoints are ringing.

Blinking Slowly

You can monitor your own account. The blinking feature button lamp

TIP

* Monitor Account may or may not be enabled for your system. Refer to the Help section provided in Inter-

Tel Personal Communicator for Web for instructions to enable Monitor Account feature buttons. Contact your system administrator for more information.

will help to remind you to change your status from unavailable for calls to available after you have been away from your desk.

The subscriber is not currently available for calls (as specified by the subscriber’s current status).

Inter-Tel® Model 8662 Endpoint User Guide

Page 49

Using the Outbound Communication Menu

The Outbound Communication menu displays when using system features such as the Call Log and contact lists. It allows you to quickly connect to subscribers using the following system communication options:

•

FIND ME: Call the subscriber’s “At My Desk” location (see page 29).

•

MESSAGE: Leave a text message (see page 25).

•

V-MAIL: Leave a voice mail message (see page 26).

•

QUEUE: Queue for the subscriber (see page 17).

•

CALL <number>: Select a number to call from all numbers stored for the con-

tact.

To use the Outbound Communication menu:

1. While the subscriber’s name is displayed in a feature menu, press the CONTACT

menu button or to view the subscriber’s status and contact information. This includes

the subscriber’s call and instant messaging (IM)

first line, with the call availability listed first.

†

availability on the

The letter

A stands for “available”—the letter U stands for “unavailable.” The

second line displays different ways to contact the subscriber:

IM Status

AU AVAILABLE

Call Status

2. Press the NEXT/PREVIOUS menu button or to scroll through the contact

FIND ME: 67890

options displayed on the second line.

3. Press the CONTACT menu button or to activate the selection.

* Contact numbers can be entered or changed using Inter-Tel Personal Communicator for Web.

† IM may or may not be enabled for your system. If enabled, Inter-Tel Personal Communicator must be

used for instant messaging. Contact your system administrator for more information.

Contact Options

ADVANCED

FEATURES

Inter-Tel® Model 8662 Endpoint User Guide

Page 50

ADVANCED

FEATURES

Using Your Call Log

Your Call Log is a record of recent missed, incoming, and outgoing calls (up to the last 50 calls for each type). For each call, you can see who the call was from/to and when the call occurred. You can also place calls from the Call Log.

To use the Call Log:

1. Do one of the following:

• Press or the

• Enter the feature code from the following table, and then go to step 3.

2. Select one of the following options:

• Press

3. Press the NEXT/PREVIOUS menu button or to scroll through the call list

(calls are listed in order of last to first).

The time and date of the call display on the first line, followed by the call type ([

M] for missed, [I] for incoming, [O] for outgoing) and the subscriber’s name (or

outside number) on the second line.

CALL LOG

FEATURE CODE CALL LOG OPTION

or the MISSED CALLS menu button for missed calls.

or the INCOMING menu button for incoming calls.

or the OUTGOING menu button for outgoing calls.

CALLS menu button, and then go to step 2.

4 1 1

4 1 2

4 1 3

Missed Calls

Incoming Calls

Outgoing Calls

Time and Date

Call Type

Time and Date

Call Type

01:30 FRI OCT 14 (I) SMITH, JOHN

Intercom Call

01:30 FRI OCT 14 (O) 4809619000

Outside Call

To place or return a call from the Call Log:

If the call is from or to a subscriber, press the display the Outbound Communication menu (see page 37).

If the call is from or to an outside caller, press the while the number is displayed.

Inter-Tel® Model 8662 Endpoint User Guide

Subscriber Name

Outside Number

CONTACT menu button or to

CALL menu button or

Page 51

Using Contact Lists

There are four types of contact lists:*

• Personal: A directory of your personal contacts. Station speed dial numbers (see

page 19) can be assigned from the Personal contact list.

• Group: A subset of your personal contacts which has been assigned to a particu- lar group. The default groups are Family, Friends, VIP, and Blocked.

• Company: A directory of phone numbers entered by the system administrator. System speed dial numbers (see page 19) are assigned from this contact list.

• Directory: A directory of all subscribers in the organization.

To place a call from a contact list:

1. Do one of the following:

• Press the name menu button (

• Enter the feature code

CONTACTS menu button or , and then press the list

0 0

DIRECTORY, GROUP, COMPANY, or PERSONAL).

from the following table.

FEATURE CODE CONTACT LIST

0 1

0 2

0 3

0 4

0 5

Search for

Browse Groups

Personal

Searching for a Contact

You can search for a contact name by entering either all or part of the name using the dialpad buttons. See the following table for dialpad button character descriptions.

NUMBER OF TIMES BUTTON IS PRESSED (IN ALPHA MODE)

BUTTON

To use the dialpad to enter characters:

Press entered), or press

1 2 3 4 5 6 7 8 9 10 11 12 13

1!|’:;,/\><)(

ABC2abc

DEF 3 d e f

GH I 4 g h i

JKL5 j k l

MNO 6mn o

PQRS7 p q r s

TUV8 t u v

WXYZ9wxyz

0.@#*-_&%=$~+

ALPHA MODE menu button or . Return to numeric by

NUMERIC MODE menu button or .

<< or to move the cursor backward (deleting the last character[s]

MUTE

FORWARD

>> or to move the cursor forward.

MESSAGE

To search for a directory name:

1. Do one of the following:

• Press

• Press the

CONTACTS menu button, and then press SEARCH.

2. Enter all or part of the name using the dialpad buttons, and then press the

SEARCH menu button or .

3. Press the NEXT/PREVIOUS menu button or to scroll through the list.

4. After finding the name:

If the contact is a subscriber, press the

CONTACT menu button or to display

the Outbound Communication menu (see page 37). If the contact is not a subscriber, all stored phone numbers for the contact display.

5. Press the CONTACT menu button or to activate the selection or dial the num-

ber.

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Using Inter-Tel Personal Communicator for Voice

Inter-Tel Personal Communicator for Voice is a “voice portal” that allows you to call into the system from any endpoint or phone and access Inter-Tel Personal Communicator features. Speech Recognition (ASR) technologies to activate and play feature selections, it is accessed and used similarly to using your voice mail account. You can activate voice portal features by pressing the touch-tone dialpad buttons on your endpoint or phone, or by issuing voice commands (if speech recognition is enabled).

Use Inter-Tel Personal Communicator for Voice to:

• Get or change your status setting (see page 27).

• Check messages and return calls (see page 25).

• Place a call from a contact list (see page 37).

• Access your Call Log (see page 36).

• Browse contact groups and place calls (see page 37).

• Review or change your call routing setting (see page 29).

If ASR is enabled for your system (see page 47), you can use voice commands to activate features. After you access the voice portal, the following voice prompts play when you access your account and indicate whether ASR is enabled for your system:

• If ASR is not enabled, you hear “Please press 1 for the Status Menu.” See the flowchart on page 42 for step sequences to activate features using the dialpad buttons.

Because the voice portal uses Text-To-Speech (TTS) and Automatic

†

ADVANCED

FEATURES

• If ASR is enabled, you hear “How may I help you today?” (See pages 40 and 41 for more information about using voice commands to activate features.)

If you use speech for the first command, ASR is used to activate

NOTE

menu options. If you use the dialpad buttons for the first command, continue to use the dialpad buttons to activate menu options.

A few tips when using voice commands:

• Speak clearly and loudly to help the system understand your request. Background noise may also make it difficult for the system to understand your request.

• In many menus there is more than one way to say a command (see page 40).

• Numbers like “1000” can be said as “one thousand” or as “one, zero, zero, zero.”

* Inter-Tel Personal Communicator for Voice may or may not be enabled for your system. Contact your

system administrator for more information. Some preference settings can be enabled using Inter-Tel Personal Communicator for Web.

† If E-Mail Reader is enabled, you can also check your e-mail and fax messages (see page 55).

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Page 54

ADVANCED

FEATURES

The voice recognition system understands a variety of word combinations when activating menu commands (see the following table).

MENU OPTION POLITE QUESTION CHANGE OPTIONAL

“Status” “Please” “What is” “Set” “My”

“Availability” “May I” “Give me” “Change“ “Current”

“Messages” “Can I” “Tell me” “Modify” “Place”

“Place Call” “I need to” “Get“

“Call Log” “I would like to” “Retrieve”

“Look Up” “I want to”

“Browse” “Could I” “To”

“Routing” “Call”

“Add Contact”

“Make”

“A”

“At”

The following examples are word combinations from the previous table used in voice commands.

To get your status, you can say “What is my current status?”

Question

Words

Optional

Words

Option

Or the command can be as simple as “Get Availability.”

Question

Word

Option

To call a contact, you can say “Please place a call to John Smith.”

Polite Optional Contact

Word Words Name

Or the command can be as simple as “Call John Smith.”

Optional

Word

Contact

Name

• Say “Back” from any menu to return to the previous menu.

• Say “Main Menu” from any menu to return to the main menu.

• Say “Help” from any menu to get help information for the given menu.

• Say “Good-bye” from any menu to log off and disconnect from the call.

• Say “Replay” to replay the entry.

• Say “Previous to hear the previous entry.

• Say “Next” to hear the next entry.

• Say “Enable” to enable the given rule.

• Say “Disable” to disable the given rule.

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Page 55

To activate a feature from the voice portal using voice commands:

1. If necessary, contact your system administrator for the voice portal number and

your PIN. Dial the voice portal number, enter your PIN, and then press . If you are calling from another system endpoint, press

your password.

Then enter your mailbox number, PIN, and then press . The

when prompted for

system asks, “How may I help you today?”

2. Say one of the following menu options, and then follow the voice prompts:

“Status”: Change your status. If your status requires a time, date, or forwarding number, say the information after the status. For example, “In meeting until 3:00.” See page 27 for more information on changing your status settings.

“Messages”: Listen and reply to messages. See page 25 for more information on using messages. The following types of messages are available:

– Text (see page 25). – Voice mail (if voice mail is enabled, see page 26). – E-mail (if E-Mail Reader is enabled, see page 55). – Fax (if E-Mail Reader is enabled, see page 55).

“Place Call”: Place a call to a contact. See page 37 for more information on con- tacts and contact lists.

“Call Log”: Listen to Call Log entries. If the entry is a subscriber, you are directed to the Outbound Communication voice menu. See page 36 for more information on the Call Log—see page 37 for more information on the Outbound Communication menu.

“Look Up (contact)”: Look up and call a contact. If the contact is a subscriber, you are directed to the Outbound Communication voice menu. See page 37 for more information about using contact lists—see page 37 for more information on the Outbound Communication menu.

“Add Contact”: Add a contact to your Personal contact list. See page 37 for more information on contact lists. The system asks for the following information, spelled one letter at a time. Say “Skip” or press to skip an entry option.

– First name – Middle name – Last name – Company name – Company phone number

“Browse (group)”: Search for and call a group contact. See page 37 for more information on Group contact lists.

“Routing”: Review or change routing rule options based on default system routing rules or routing rules created in Inter-Tel Personal Communicator for Web.

ADVANCED

FEATURES

* You can enable Auto Logon using Inter-Tel Personal Communicator for Web (see page 48).

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Page 56

INTER-TEL PERSONAL COMMUNICATOR FOR VOICE FLOWCHART

The following flowchart provides step sequences for activating voice portal features when using the dialpad buttons. Press

in any menu to go back one menu level. Press to accept an entry

without waiting for the time-out. Contact your system administrator for the voice portal number.

Dial the voice portal number, enter your PIN, and then press . If you are calling from another system endpoint, press when prompted for your password. Then enter your mailbox number, PIN, and then press . ing options:

Status

Messages

Place Call

Then select one of the follow-

Routing

ADVANCED

FEATURES

SET STATUS (page 27)

Get Current Status

Change Status

Return to Main Menu

CHANGE STATUS (page 27)

Available

Unavailable

Send Calls To

In Meeting Until

Out to Lunch

Gone Home

On Vacation Until

SELECT MESSAGE TYPE

Voice Mail (below)

Text

E-Mail and Fax (below)

Return to Main Menu

For voice mail, e-mail, and fax messages, see the appropriate Voice Mail flowchart on

page 54 (without E-Mail

Reader) or page 58 (with EMail Reader) for the step sequences.

HEAR TEXT MESSAGE (page 25)

Replay Text Message

Reply to Text Message

Previous Message

Next Message

Delete Message

Previous Menu

SELECT A CALL OPTION

Browse Group

Dial a Number

Call Log

Return to Main Menu

DIAL A NUMBER

Enter the number, and then

press .

Place Call

Re-enter Number

Previous Menu

BROWSE BY GROUP (page 37)

Family

VIP

Friends

Blocked

Previous Menu

CALL LOG OPTION (page 36)

Missed Calls

Incoming Calls

Outgoing Calls

Previous Menu

SELECT ENTRY OPTION

Replay Entry

Return Call

Previous Menu

ROUTING OPTION (page 29)

Change Reach Me

Review Routing Rules

Return to Main Menu

SELECT REACH ME OPTION

Current Location

Voice Mail

Phone Number

Follow Routing Rules

Previous Menu

ROUTING RULES OPTIONS

Replay Rule

Enable Rule

Disable Rule

Previous Rule

Next Rule

Previous Menu

CONTACT OPTIONS (page 37)

If the contact is not a subscriber, the system automatically places the call. If the entry is a subscriber, the Outbound Communication voice menu is activated (below).

Find Me

Leave Text Message

Leave Voice Mail

Call Primary Number

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Page 57

HUNT GROUPS

Your system may be programmed for hunt groups. A hunt group is a group of subscribers who share a common extension in addition to having individual extensions. This allows calls to be directed to anyone in the hunt group (using the hunt group extension number) or to a subscriber in the hunt group (using the subscriber’s extension number).

There are two types of hunt groups:

• Basic: You are automatically logged in to the hunt group. You cannot log out of a basic hunt group.

• Advanced: You must log in and out of any hunt group in which you are a mem- ber, allowing you to enable or disable hunt group calls to your extension.

Logging into and out of Advanced Hunt Groups

To log into an Advanced hunt group:

1. Do one of the following:

• Press

2. Enter the hunt group number.

To log out of an Advanced hunt group:

1. Do one of the following:

• Press

2. Enter the hunt group number.

(Hunt Group log in).

(Hunt Group log in/log out).

(Hunt Group log out).

(Hunt Group log in/log out).

ADVANCED

FEATURES

Wrapping Up a Hunt Group Call

The Wrap-up timer starts each time you end an Advanced hunt group call. You will not receive another hunt group call until the timer expires, but you can still receive other non-hunt group calls or transfers. You can end the wrap-up session before the timer expires.

To end the wrap-up session before the timer expires: Press

* Hunt groups may or may not be enabled for your system. Contact your system administrator for more

information.

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Page 58

Requesting Agent Help

ADVANCED

FEATURES

Using Agent Help, you can request help from a designated Agent Help extension (usually a supervisor) during a call.

When activated, the “helper” can hear you and

the other party, but the other party cannot hear the helper.

To use Agent Help:

1. While on the call, press .

2. Dial the Agent Help extension number (if not preprogrammed

3. Based on whether the call is accepted or rejected, a confirmation notice appears.

AGENT HELP

IN PROGRESS

8 4

AGENT HELP

FAILED

†

If the Agent Helper’s line is busy, you receive a notice confirming that the request has been sent and that the call is proceeding.

AGENT CALL

PROCEEDING

When you receive an Agent Help request, your display indicates the request.

AGENT HELP CALL

FROM JOHN SMITH

To accept an Agent Help request: Press

ACCEPT or the flashing button.

LINE

To reject an Agent Help request: Press

REJECT or .

6 2

If the outside caller hangs up, the subscriber who sent the request and the Agent Helper remain connected as a conference call.

CNF IN PROGRESS

To end an Agent Help session: Hang up.

* Agent Help may or may not be enabled for your system. Contact your system administrator for more

information.

† Agent Help extensions are assigned to feature buttons by your system administrator.

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Using Bridged Line Appearance

Bridged Line Appearance (BLA) allows a subscriber’s endpoint(s) to be monitored by one or more other subscribers, or BLA group members (secondary extensions). When the subscriber (primary extension) receives a call, it is offered to all BLA group members. Any BLA group member can answer incoming or held calls at the primary extension by pressing an assigned BLA feature button.

If a BLA group member answers a call from the primary extension, other BLA group members can monitor the status of the call. While the call is in progress, BLA group members cannot pick up the call. However, if the primary extension or a BLA group member places the call on hold, another BLA group member can then pick up the call.

Calls placed on hold for transfer or conference cannot be answered by other BLA group members.

After a call is picked up by a BLA group member, it can be transferred

NOTES

or connected to a conference if the required additional lines are available. (Two lines of the primary extension must be available on the secondary extension to transfer calls. Three lines of the primary extension must be available on the secondary extension to conference other subscribers.)

Unlike Monitor Account, BLA group members cannot use the assigned BLA feature button to place a call to or transfer calls to the primary extension

. However, the BLA

feature button can be used as a “line” button. This allows you to press the BLA feature button and place calls from the primary (not the secondary) extension.

BLA feature buttons indicate call activity like the Monitor Account feature (see the following table).

ADVANCED

FEATURES

LAMP INDICATION SUBSCRIBER ENDPOINT ACTIVITY

Off All of the subscriber’s endpoints are idle.

On One or more of the subscriber’s endpoints are busy.

Blinking Rapidly One or more of the subscriber’s endpoints are ringing.

Blinking Slowly

* Bridged Line Appearance must be enabled by your system administrator. If enabled, refer to the Help

section provided in Inter-Tel Personal Communicator for Web for instructions to enable Bridged Line Appearance feature buttons. Contact your system administrator for more information.

Inter-Tel® Model 8662 Endpoint User Guide

The subscriber is not currently available for calls (as specified by the subscriber’s current status).

Page 60

ADVANCED

FEATURES

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Page 61

Voice Mail Features

ABOUT VOICE MAIL

NOTE

See page 11 in the Getting Started section to set up your voice mail account and to select and record personal greetings.

Voice mail is an electronic mailbox that usually corresponds to your extension number. However, you can have a mailbox that does not correspond to an extension (for agents or other personnel who do not have a permanent office).

Your mailbox may also include and E-Mail Reader and Automatic Speech Recognition (ASR), which are advanced voice mail features.

E-Mail Reader accesses your email through your voice mail account, allowing you to “hear” your e-mail (see

page 55). You can also save, delete, or forward fax messages using E-Mail Reader.

ASR allows you to issue voice commands instead of pressing dialpad buttons when accessing voice mail options.

When using ASR, follow these guidelines for best results:

• Use the handset when issuing voice commands. External microphones pick up

background noise, which may cause misinterpreted voice commands.

• Do not say “Pound” or “Hash” when using ASR. The silence that follows your

voice command replaces the button.

• Use the dialpad buttons when recording a message. Because ASR is disabled

while recording a message, your recording will include any voice commands.

• Use the dialpad buttons when entering mailbox and E-Mail Reader pass-

words. To prevent your password from being heard by others, you cannot use

ASR.

If the system fails to understand an ASR command three times in a

NOTE

row, it will ask if you want to press to transfer to the dialpad button menu.

VOICE MAIL

FEATURES

To temporarily disable ASR:

1. Access your mailbox (see page 48).

2. In the main menu, press or say “Disable” to disable ASR for the current call.

To enable ASR after disabling it:

1. Press until you return to the main menu.

2. Press to enable ASR.

* ASR and E-Mail Reader may or may not be enabled for your system. Contact your system administrator

for more information.

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Page 62

MAILBOX FEATURES

Some of the following features may not be enabled for your system. Contact your system administrator for more information.

Accessing Your Mailbox

Contact your voice mail administrator for the system voice mail and message notification/retrieval (MNR) numbers. The system voice mail number provides access to all voice mail features. The MNR number is used to access messages only.

To avoid entering your password each time you access your mailbox,

TIP

To access your mailbox using the system voice mail number: Dial the system voice mail number, press , and then enter your password. Press

To access your mailbox using the MNR number: Dial the MNR number, and then enter your password. Press

To access your mailbox from another system endpoint: Dial either number as described above. Press when prompted for your password. Then enter your mailbox number and password. Press to accept the entry.

Listening to Voice Mail Messages

you can use Inter-Tel Personal Communicator for Web to enable Auto Logon settings (Options tab - Preferences [Edit] - Voice Portal).

to accept the entry.

FEATURES

VOICE MAIL

You can listen to all messages or you can select a specific (new) message.

To listen to all voice mail messages: Access your mailbox (see above), and then follow the voice menu prompts and use the appropriate Voice Mail flowchart on page 54 (without E-Mail Reader) or page 58 (with E-Mail Reader) for the step sequence.

To listen to a specific voice mail message (Message button and lamp are flashing):

1. While the handset is on-hook, press or the VIEW MESSAGE menu

MESSAGE

button. Then lift the handset if desired.

2. Press the >>/<< menu button or to scroll through the messages.

3. Press the LISTEN menu button or to connect to your mailbox, enter your

password, and then press .

Re-recording or Changing Your Directory Name

You can re-record or change your mailbox directory name.

To re-record or change your directory name: Access your mailbox (see above), and then follow the voice menu prompts and use the appropriate Voice Mail flowchart on page 54 (without E-Mail Reader) or page 58 (with E-Mail Reader) for the step sequence.

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Page 63

Changing Your Voice Mail Password

You can change your voice mail password. Your voice mail password is also your personal identification number (PIN), which is used for the following system features:

• Voice mail password (see page 11)

• Unlocking your endpoint (see page 30)

• Hot Desking (see page 33)

• Inter-Tel Personal Communicator for Voice (see page 39)

• Advanced hunt groups (see page 43).

NOTE Changing your voice mail password also changes your PIN.

To change your mailbox password:

1. Access your mailbox (see page 48).

2. Press to select the Personal Options menu.

3. Press to select the Password menu.

4. Enter the new password (4 to 12 numeric digits), and then press .

5. Press to accept the password, or press to erase and re-enter the password.

# 3

Changing the Message Search Order

You can change the order in which you retrieve your new and saved messages based on the date and time in which they are received. When more than one message is left in your mailbox, the search order can be configured as first in/first out or last in/first out. If E-Mail Reader is enabled for your mailbox, changing the message search order applies to your voice mail, e-mail, and fax messages.

When you call the system voice mail number to access your mailbox, by default your messages are prioritized as first in/first out. However, when you use a Message button to access your mailbox to listen to a specific message, by default your messages are prioritized as last in/first out. To synchronize your account, change the message search order to last in/first out (see below).

If you do not change your message search order to last in/first out,

NOTE

you may hear the “There are no further messages” prompt even when you have additional messages.

To change the message search order: Access your mailbox (see page 48), and then follow the voice menu prompts and use the appropriate Voice Mail flowchart on

page 54 (without E-Mail Reader) or page 58 (with E-Mail Reader) for the step

sequence.

Inter-Tel® Model 8662 Endpoint User Guide

VOICE MAIL

FEATURES

Page 64

Changing Your Message Envelope

When you receive a voice mail (or an e-mail or fax message if applicable), an “envelope” is played. The envelope contains the information about the message, including:

• Time and Date: The time and date the message was received

• Source: The source of the voice mail, e-mail, or fax message

• Length: The length of the message (voice mail messages only)

• Subject: The text in the subject field (e-mail messages only)

• Pages: The number of pages included (faxes only)

By default, all envelope options are enabled for each type of message. However, you can change your envelope options to select options, or you can disable the message envelope entirely.

To change your message envelope: Access your mailbox (see page 48), and then fol- low the voice menu prompts and use the appropriate Voice Mail flowchart on page 54 (without E-Mail Reader) or page 58 (with E-Mail Reader) for the step sequence.

Recording and Sending Voice Mail Messages

You can record and send voice mail messages by using the record option on the mailbox main menu. (see page 26)

To record and send a voice mail message:

Access your mailbox (see page 48), and then follow the voice menu prompts and use the appropriate Voice Mail flowchart on page 54 (without E-Mail Reader) or page 58 (with E-Mail Reader) for the step sequence.

You can also use the Messaging feature to send voice mail messages

FEATURES

VOICE MAIL

If E-Mail Reader is enabled for your mailbox, you can send a recorded

NOTE

message as a reply to an e-mail. The recorded message is attached to the sent e-mail as an audio file.

Canceling Unheard Voice Mail Messages

You can cancel unretrieved voice mail messages that you have sent to other subscriber’s mailboxes. You cannot cancel unheard messages sent to call groups or hunt groups.

To cancel unheard voice mail messages: Access your mailbox (see page 48), and then follow the voice menu prompts and use the appropriate Voice Mail flowchart on

page 54 (without E-Mail Reader) or page 58 (with E-Mail Reader) for the step

sequence.

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Page 65

Using Special Delivery Options

You can add special delivery options to voice mail messages sent to other subscribers. The following options are available after recording the message:

• Private: This prevents the recipient from forwarding it to other subscribers.

• Certified: When the recipient listens to the message, you receive a receipt notice.

• Priority: This places your message ahead of all other waiting messages in the

receiving mailbox.

To use special delivery options: Access your mailbox (see page 48), and then follow the voice menu prompts and use the appropriate Voice Mail flowchart on page 54 (without E-Mail Reader) or page 58 (with E-Mail Reader) for the step sequence.

Recovering Deleted Voice Mail Messages

You can retrieve deleted voice mail messages within a specific time frame before they are erased from the system (the time frame is programmed by your system administrator). Any retrieved messages are then restored as saved messages in your mailbox. If E-Mail Reader is enabled for your mailbox, you can also recover deleted e-mail and fax messages.

To recover deleted voice mail messages: Access your mailbox (see page 48), and then follow the voice menu prompts and use the appropriate Voice Mail flowchart on

page 54 (without E-Mail Reader) or page 58 (with E-Mail Reader) for the step

sequence.

Searching for a Voice Mail Contact

To search for a voice mail contact:

Access your mailbox (see page 48) and then follow the voice menu prompts. You can also search for a contact using the contact lists (see page 38).

Inter-Tel® Model 8662 Endpoint User Guide

VOICE MAIL

FEATURES

Page 66

Screening Calls

You can screen outside calls that are transferred to you from the system Auto Attendant. Calls can be transferred using the following methods:

• Unannounced Calls: Calls are sent directly to your extension.

• Announce-Only Calls: Before Auto Attendant transfers a call to you, a prompt

asks the caller to record his or her name. When you answer, you hear “You have a call from (caller’s name).” Then the call is sent to your extension.

• Screened Calls: Before Auto Attendant transfers a call to you, a prompt asks the

caller to record his or her name. When you answer, you hear “You have a call from (caller’s name).” You can then choose whether or not to accept the call.

After receiving a screened call, you have the following options:

• Press or say “Accept” to accept the call.

• Press or say “Replay” to replay the announcement.

• Press or say “Voice Mail” to send the call to voice mail.

• Press

• Press or say “Refuse” to refuse the call.

To change the call screening transfer method: Access your mailbox (see page 48), and then follow the voice menu prompts and use the appropriate Voice Mail flowchart on page 54 (without E-Mail Reader) or page 58 (with E-Mail Reader) for the step sequence.

or say “Forward,” and then dial the extension number to forward the

call to another extension.

FEATURES

VOICE MAIL

* Remote messaging may or may not be enabled for your system. Contact your system administrator for

Programming Remote Messaging

Remote Messaging is supported for voice mail messages only. If E-

NOTE

Using Remote Messaging, you can program voice mail to call you when your mailbox receives new voice mail messages. phone numbers, the voice mail system will call each number until it successfully connects to a device (for example, a pager or cell phone).

You can use primary and alternate cascades to program messages for different time periods. For example, you can use a primary cascade to notify you of new voice mail messages from 5:00 P.M. to 10:00 P.M. on weekdays. You can also use an alternate cascade to notify you of new messages on weekends. See page 53 to set up Remote Messaging.

more information.

Mail Reader is enabled for your mailbox, you cannot use Remote Messaging for e-mail and fax messages.

Using “cascade levels,” a series of up to nine

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Page 67

To set up Remote Messaging for voice mail messages:

1. Access your mailbox as described on page 48.

2. Press or say “Personal” to select the Personal Options Menu.

3. Press or say “Remote” to select Remote Messaging.

4. Select one of the following options:

• Press or say “Primary” to set up a primary cascade.

• Press or say “Alternate” to set up an alternate cascade.

5. Press or say “Level,” and then enter or say the number (1 to 9) of the level

you want to program. Then select one of the following options:

• To set up or change an extension or outside number: Press or say

“Number,” and then select one of the following options: – Press or say “Internal” for an extension number, and then say or

enter the number.

– Press or say “Outside” for an outside number, and then say or enter

the number.

• To set up or change pager notification, select one of the following options:

– Press or say “Pager.” – Press or say “Personal.”

Then press or say “Change” to enable or disable the number.

6. Press or say “Days,” and then select one of the following options:

• Press or say “Weekdays” for Monday through Friday.

• Press or say “Days” for all days.

• Press or say “Days” to select individual days. You are prompted to say or

press numbers 1 to 7 which correspond to the days Sunday through Saturday.

7. Press or say “Time.” Then say or enter the times you want the message noti-

fication to start and stop. Enter or say the times with two digits for the hour and two digits for the minutes (for example, 0900 = 9:00 A.M.). If entering the time in 12-hour format:

• Press or say “AM” for A.M.

• Press or say “PM” for P.M.

For 24-hour notification, program the starting and ending times to be the same.

8. Press or say “Category.” You have the following options:

9. Press or hang up to save the settings and exit.

• Press or say “All Messages” for all messages.

• Press or say “Priority” for priority messages only.

VOICE MAIL

FEATURES

If the system is unable to reach you using Remote Messaging, you

NOTE

will receive a voice mail message stating that notification could not be completed.

Inter-Tel® Model 8662 Endpoint User Guide

Page 68

VOICE MAIL FLOWCHART (WITHOUT E-MAIL READER)

n most menus, you can press or say “Cancel” to return to the previous menu, or press or ay “Accept” to accept the option.

FEATURES

VOICE MAIL

MAILBOX ACCESS

1. Press the Message button to listen to a specific message, or dial the voice mail extension number.

2. Enter your password, and then press .

If you are not prompted for your password, press , enter your mailbox number and password, and then press

SUBSCRIBER MAILBOX MENU

“New” Message

“Record”

“Saved” Messages

“Personal” Options

“Message” Options

“Disable” ASR

RECORDING OPTIONS

• Dial the mailbox number, reply to a message, or forward a message.

• “Record” your message.

Pause

“Continue”

Erase

• After recording:

“Replay”

“Append”

“Erase,” re-record

“Copy”

Delivery “Options”

DELIVERY OPTIONS

“Private”

“Certified”

“Priority”

“Send”

Send and Exit Hang Up

PERSONAL OPTIONS

Record “Greeting”

“Primary” Greeting

“Alternate” Greeting

“System” Greeting (See Recording Options)

Record Directory “Name”

(See Recording Options)

Record/Change “Password”

Change “Envelope” Settings

“Time, Date”

Message “Source”

Message “Length”

“All Options”

“None”

“Remote” Messaging

“Primary” Cascade

“Alternate” Cascade

“More” Options

Fax “Number”

Message “Order”

“Transfer” Method

MESSAGE ORDER

“New” Messages

“Saved” Messages

First In/First Out

Last In/First Out

TRANSFER METHOD

“Unannounced”

“Screened”

“Announce” Only

MESSAGE OPTIONS

Cancel “Unheard” Messages

“Recover”Deleted Messages

“Listen”

“Recover” All

“Purge” All

Inter-Tel® Model 8662 Endpoint User Guide

LISTENING TO MESSAGES

While the message is playing:

“Back Up”

“Pause”

Move “Forward”

“Lower” Volume

Play the “Envelope”

“Higher” Volume

“Save” the Message

“Delete” the Message

“Skip” to the End

After the message:

“Replay” Message

“Reply” to the Message

“VoiceMail”Message

“Call Back”

“Forward” a Copy

(See Recording Options)

Go to “Previous” Message

Play the “Envelope”

Go to “Next” Message

“Save” the Message

“Delete Message”

REMOTE MESSAGING

Program Cascade “Level”

Enter cascade level number, then:

“Change”

“Personal” #

“Pager” #

Enter “Time” of Day

Set “Days” of Week

“Weekdays”

All “Days”

Individual “Day” 1–7

Select Message “Category”

“All Messages”

“Priority” Messages

Page 69

E-MAIL READER

Using E-Mail Reader, you can access voice mail, e-mail, and fax messages from your mailbox.

E-Mail Reader uses Text-to-Speech (TTS) to convert the text in an e-mail message to an audio file. After you listen to your message, you have the same options for saving, forwarding, deleting, etc. as in voice mail.

When you reply to an e-mail message, you are prompted to record a message, and then your reply is sent as an audio file attachment in an e-mail to the receiver. If the email has multiple recipients, you have the option of replying to just the sender or to all of the recipients. When you forward an e-mail message, the e-mail is converted to a fax and forwarded to the fax destination number you specify.

E-Mail Reader does not distinguish between e-mail messages and meeting invitations and responses. Therefore, e-mail messages and meeting messages (including invitations, cancellations, and responses) can be accessed from your mailbox.

You cannot forward an e-mail message to a voice mailbox or group list. When you forward an e-mail message, the e-mail is converted to a

NOTES

fax and forwarded to the fax destination number that you specify.

If an e-mail message includes a hyperlink, E-Mail Reader will read the hyperlink as text.

Entering Your E-Mail Password

You may be prompted to enter your E-Mail Reader account password (usually your network password) whenever you or your voice mail administrator set up your e-mail account mailbox or change your e-mail password.

Use the following tips when entering your e-mail password:

• If enabled, do not use Automatic Speech Recognition (ASR). To prevent others

from overhearing your password, use the dialpad buttons on your endpoint to set up your e-mail password.

• Enter password characters correctly. E-mail passwords are case-sensitive and can

contain special characters. Your entry must match the case and characters exactly. If necessary contact your voice mail administrator for assistance.

* E-Mail Reader may or may not be enabled for your system. Contact your system administrator for more

information.

Inter-Tel® Model 8662 Endpoint User Guide

VOICE MAIL

FEATURES

Page 70

To enter your e-mail password:

FEATURES

VOICE MAIL

To repeat menu instructions, say “Help” or press at any time.

If you enter an incorrect password, or if you choose to skip setting a

NOTES

new E-Mail Reader password, the Main Menu E-Mail Reader Count option (see page 57) is automatically disabled to prevent having to hear the invalid password prompt for each subsequent login and to protect against being locked out of your e-mail account.

1. Access your mailbox as described on page 48. The system announces that it was

unable to retrieve your e-mail and fax messages, and gives you the following options:

• Press or say “Continue” to access voice mail only.

• Press or say “Password” to enter your new e-mail password.

• Press or say “Help” for a description of special character locations.

When prompted, enter your e-mail password using the dialpad buttons. The number of times you press a button determines which character is entered, as shown in the following table. Press to move the cursor backward (deleting the last character entered), or press to move the cursor forward.

NUMBER OF TIMES BUTTON IS PRESSED (IN ALPHA MODE)

BUTTON

1 2 3 4 5 6 7 8 9 10 11 12 13

1!|’:;,/\><)(

ABC2abc

DEF 3 d e f

GH I 4 g h i

JKL5 j k l

MNO 6mn o

PQRS7 p q r s

TUV8 t u v

WXYZ9wxyz

0.@#*-_&%=$~+

MUTE

FORWARD

2. Your new password is played. You have the following options:

• Press or say “Accept” to accept the password.

• Press or say “Re-enter” to erase and re-enter the password.

Inter-Tel® Model 8662 Endpoint User Guide

Page 71

Using Main Menu E-Mail Reader Count

After you set up your E-Mail Reader account, the system announces the number of voice mail, e-mail, and fax messages you have each time you access your mailbox before you can listen to your messages. The voice prompt that indicates the number of e-mail and fax messages is the “Main Menu E-Mail Reader Count” option. (Voice mail message prompts are not included in Main Menu E-Mail Reader Count and will always be played when you access your mailbox.)

You can disable the Main Menu E-Mail Reader Count option in your mailbox. Disabling the Main Menu E-Mail Reader Count option defers e-mail and fax prompts until you select the E-Mail or Fax message option from the main menu. Disabling Main Menu E-Mail Reader Count does not disable E-Mail Reader. It only defers the voice prompts until the appropriate option is selected.

To disable or enable the Main Menu E-Mail Reader Count option:

1. Access your mailbox as described on page 48.

2. Press or say “Personal” to select the Personal Options menu.

3. Press or say “More” to select More Options.

4. Press or say “E-Mail Reader Count” to select the E-Mail Reader Count tog-

gle option.

5. If E-Mail Reader Count is enabled, press or say “Disable” to disable.

If E-Mail Reader Count is disabled, press

or say “Enable” to enable.

Accessing Fax Messages

When you access a fax message, E-Mail Reader announces the fax message according to the envelope option (see page 50). Because a fax message is received by your email account as an image attachment, E-Mail Reader cannot read the text in a fax. To view the fax and read it, you must access it from your e-mail account. However, you can save, delete, and forward a fax to a fax number that you specify.

To access fax messages or program a fax number: Access your mailbox (see

page 48), and then follow the voice commands and use the Voice Mail flowchart on page 58 for the step sequence.

Inter-Tel® Model 8662 Endpoint User Guide

VOICE MAIL

FEATURES

Page 72

VOICE MAIL FLOWCHART (WITH E-MAIL READER)

n most menus, you can press or say “Cancel” to return to the previous menu, or press or ay “Accept” to accept the option.

“Voice Mail”

“Record”

“E-Mail”

“Personal” Options

Message “Options”

“Facsimile”

“Disable” ASR

FEATURES

VOICE MAIL

MAILBOX ACCESS

1. Press the Message button to listen to a specific message, or dial the voice mail extension number.

2. Enter your password, and then press .

If you are not prompted for your password, press , enter your mailbox number and password, and then press

SUBSCRIBER MAILBOX MENU

RECORDING OPTIONS

• Dial the mailbox number, reply to a message, or forward a message.

• “Record” your message.

Pause

“Continue”

Erase

• After recording:

“Replay”

“Append”

“Erase,” re-record

“Copy”

Delivery “Options”

DELIVERY OPTIONS

“Private”

“Certified”

“Priority”

“Send”

Send and Exit Hang Up

PERSONAL OPTIONS

Record “Greeting”

“Primary” Greeting

“Alternate” Greeting

“System” Greeting (See Recording Options)

Record Directory “Name”

(See Recording Options)

Record/Change “Password”

Change “Envelope” Settings

“Time, Date”

Message “Source”

“Length/Subj./Pages”

“All Options”

“None”

“Remote” Messaging

“Primary” Cascade

“Alternate” Cascade

“More” Options

Fax “Number”

Message “Order”

“E-Mail Rdr. Count”

“Transfer” Method

MESSAGE ORDER

“New” Messages

“Saved” Messages

First In/First Out

Last In/First Out

TRANSFER METHOD

“Unannounced”

“Screened”

“Announce” Only

MESSAGE OPTIONS

Cancel “Unheard” Messages

“Recover”Deleted Messages

“Voice Mail”

“E-Mail”

“Facsimile”

Inter-Tel® Model 8662 Endpoint User Guide

ACCESSING MESSAGES

NOTE: Options vary by media type.

While the message is playing:

“Back Up”

“Pause”

Move “Forward”

“Lower” Volume

Play the “Envelope”

“Higher” Volume

“Save” the Message

“Delete” the Message

“Skip” to the End

After the message:

“Replay” Message

“Reply” to the Message

“VoiceMail”Message

“Call Back”

“Forward” a Copy

(See Recording Options)

Go to “Previous” Message

Play the “Envelope”

Go to “Next” Message

“Save” the Message

“Delete Message”

REMOTE MESSAGING

Program Cascade “Level”

Enter cascade level number, then:

“Change”

“Personal” #

“Pager” #

Enter “Time” of Day

Set “Days” of Week

“Weekdays”

All “Days”

Individual “Day” 1–7

Select Message “Category”

“All Messages”

“Priority” Messages

Page 73

Troubleshooting Tools

This section includes information to help solve problems that you may be experiencing with your endpoint. Refer to this section before contacting your provider or system administrator. Troubleshooting topics include:

• Contact information: Provides information about system administrator contacts.

• Troubleshooting tables: Present possible problems and suggest methods to solve

them.

• Feature and access code tables: Provide feature and access codes used with the Inter-Tel 7000 system.

CONTACT INFORMATION

Contact the appropriate administrator (system, voice mail, or network) first with questions that are not covered in this user guide. If you need further assistance, contact your local authorized Inter-Tel found on the Inter-Tel Web site at www.inter-tel.com. Inter-Tel sales, service, and sup- port are best supported at the local level.

Your system administrators can help you with many of the questions that you may have regarding using your endpoint, such as changing your settings or modifying endpoint features. Types of administrators are as follows:

• System Administrator: Performs certain Inter-Tel 7000 system functions, including:

— Adding new user accounts

— Setting the date and time

— Programming System speed dial numbers

— Making database changes, such as changing user names and extension num-

bers

• Voice Mail Administrator: Performs tasks associated with the voice mail sys- tem, including:

— Adding new voice mail accounts

— Performing mailbox maintenance

— Customizing voice mail prompts

• Network Administrator: Performs network-related tasks

If you are a system administrator or if you need additional information not covered in this user guide, refer to your system administrator guide (part number 590.8000) or contact your local provider for more information.

provider. Providers’ contact information can be

TROUBLESHOOTING

TOOLS

Inter-Tel® Model 8662 Endpoint User Guide

Page 74

TROUBLESHOOTING TIPS

The table below includes troubleshooting tips for endpoint and system features. The table on page 63 includes tips for voice mail features. Refer to the tables before contacting your system administrator or local Inter-Tel provider.

TROUBLESHOOTING TIPS – ENDPOINT AND SYSTEM FEATURES

PROBLEM SOLUTION

The endpoint is not working properly.

I cannot use one or more of the features described in this guide.

I am unable to enter time or date information for my status settings.

I cannot program System speeddial numbers.

I cannot change the time and date on the endpoint display.

I am experiencing audio problems on my endpoint such as echo, distorted sound, or choppiness.

My endpoint is located in my home, I use a cable modem, and I cannot download new firmware upgrades.

I cannot route calls with the endpoint.

I don’t have any messages, but the Message lamp continues to flash.

My status changes automatically, and I don’t know why.

Reset the endpoint (see page 10). If the endpoint continues to fail, contact your system administrator.

The feature may not be enabled. Contact your system administrator for more information.

The “Prompt me for additional descriptive text each time I choose this status” in the Status section of Inter-Tel Personal Communicator for Web may need to be enabled.

System speed dial numbers are programmed by the system administrator.

The time and date are set by the system administrator. Contact your system administrator if you notice that the date and time are incorrect.

Contact your system administrator if you are having audio problems.

Unplug the endpoint from the router and plug it directly into the cable modem, bypassing the router completely. After downloading the upgrades, you can reconnect the endpoint to the router.

Use Inter-Tel call routing.

Press to disable the lamp. (This works only if there are no messages and a system error is causing the lamp to flash.)

Your status may be set to change when your personal computer is idle or when an event scheduled in your Microsoft changes your status “map” settings.

To check the idle setting: From the system tray, right-click on , and then click Options - Status (tab). Then check the setting in the When my computer becomes idle panel.

To check the calendar “map” settings: From Inter-Tel Personal Communicator for Web, click Options (tab) - Preferences (Edit) - Calendar Status Triggers.

Personal Communicator for Web to enable or modify

5 2 3

Outlook® calendar

TOOLS

TROUBLESHOOTING

Inter-Tel® Model 8662 Endpoint User Guide

Page 75

TROUBLESHOOTING TIPS – ENDPOINT AND SYSTEM FEATURES

PROBLEM SOLUTION

I am unable to see my Inter-Tel Personal Communicator toolbar(s) in Microsoft

I get the following error message: The feature code entered does not exist. Retry using the correct fea-

I get the following error message: Your system does not support the feature or the feature is disabled.

Outlook®.

INVALID

FEATURE CODE

FEATURE NOT

ENABLED

Right-click in the toolbars area of Outlook. If the toolbars are available in the list, select the appropriate toolbar(s) you want to display. If they are not listed, try using the following method:

1.From the Microsoft Outlook Help menu, select “About Microsoft Outlook.”

2.On the About window, click the “Disabled Items” button.

3.On the resulting window, select Inter-Tel Personal Communicator for Outlook, and then click Enable.

4.Close the window and restart Outlook.

If the toolbars are still not visible, contact your system administrator or refer to http://support.microsoft.com/kb/329098/EN-US/.

ture code (see page 65).

Contact your system administrator for more information.

I get the following error message: Your system does not support the feature or the feature is disabled.

FEATURE ACCESS

I get the following error message: The feature is enabled but other feature-related conditions were not

I get the following error message: The extension number entered does not exist. Retry using a valid

I get the following error message: A network connection error occurred. Reset the endpoint (see

Inter-Tel® Model 8662 Endpoint User Guide

DENIED

CANNOT ACCESS

FEATURE

FEATURE ACCESS

BLOCKED

INVALID

DESTINATION

NETWORK

ERROR

Contact your system administrator for more information.

met. Retry making sure that all feature-related conditions are met.

extension number.

page 10). If the endpoint does not work properly after resetting, contact

your system administrator.

TROUBLESHOOTING

TOOLS

Page 76

TROUBLESHOOTING TIPS – ENDPOINT AND SYSTEM FEATURES

PROBLEM SOLUTION

I get the following error message: The system licensing is not configured properly. Contact your system

INVALID

LICENSE

administrator for assistance.

I get the following message: Remote Survivability mode is enabled. The following features will work

REMOTE

SURVIVABILITY ON

in Remote Survivability mode:

• Place and answer intercom and outside calls

• Place emergency calls (if a Session Initiation Protocol [SIP] gate-

way is enabled for your system)

• Transfer calls

• Place conference calls

• Send calls to (forward)

• Place calls on hold

• Page subscribers

• Redial calls

• Use Last Call Return

• Send and receive text messages

• Send, delete, and forward voice mail messages

TOOLS

TROUBLESHOOTING

Inter-Tel® Model 8662 Endpoint User Guide

Page 77

TROUBLESHOOTING TIPS – VOICE MAIL FEATURES

PROBLEM SOLUTION

I cannot use one or more of the voice mail features described in this guide.

I get a “Mailbox almost full or full” message.

I get a “Mailbox quota grace limit reached” message.

My e-mail password has expired for my e-mail client and I have to change it. Do I also have to update it for my mailbox?

I cannot retrieve deleted messages.

I do not have e-mail and fax messages in my mailbox.

Your system may not support the feature, or your system administrator may not have enabled the feature. Contact your voice mail administrator for more information.

No new messages can be received until waiting or saved messages are deleted.

The voice mail system grace limit has reached its capacity. This feature allows a mailbox to “overfill” beyond normal capacity. When the quota grace limit has been reached, this announcement is played. Contact your voice mail administrator for assistance.

If you change your e-mail password, you will be prompted to update it for E-Mail Reader. See page 55 for additional information about entering your e-mail password.

Voice mail may have erased your message. After a programmed amount of time has lapsed, voice mail automatically erases all deleted messages (see page 51). If you attempted to undelete a voice mail within this time frame but you were unsuccessful, your voice mail system may not have sufficient space enabled to store deleted messages.

If your mailbox is does not have E-Mail Reader, (see page 55), you will not receive e-mail and fax messages. Contact your voice mail administrator to determine if E-Mail Reader is enabled for your mailbox.

I get the wrong response when I try to complete a task by saying a command.

I cannot set the number of rings before a call is sent to voice mail.

Inter-Tel® Model 8662 Endpoint User Guide

Several factors affect the system response to voice commands. One reason the system may not be responding to voice commands is that Automatic Speech Recognition (ASR) is not enabled on your system. If your system’s voice prompts do not include the option to “say” a command, then ASR is not enabled. See page 47 for additional ASR guidelines.

This feature is set by the system administrator.

TROUBLESHOOTING

TOOLS

Page 78

DEFAULT ACCESS CODES

The following are default system access codes.

Outside Line Access Codes

ACCESS CODE NAME ACCESS CODE NEW CODE

Emergency Call (Default) 911 (999/112 Europe) Outgoing Call (Default) 9

Speed Dial and Attendant Access Codes

ACCESS CODE NAME ACCESS CODE NEW CODE

Station Speed Dial 01 to 19 System Speed Dial 200 to 299 Attendant 0

TOOLS

TROUBLESHOOTING

Inter-Tel® Model 8662 Endpoint User Guide

Page 79

FEATURE CODES

The following are default system feature codes and may be changed by your system administrator. If you are notified that a feature code has been changed, record the new code in the “New Code” column for reference.

FEATURE NAME DEFAULT CODE NEW CODE

Agent Help Request 84

Agent Help Reject 62

Annoyance Call Trace 57

Auto Answer Incoming – Off 430

Auto Answer Incoming – On 431

Auto Answer Incoming – On/Off 432

Auto Answer Outgoing – Off 380

Auto Answer Outgoing – On 381

Auto Answer Outgoing On/Off 382

Automatic Line Answer – Off 320

Automatic Line Answer – On 321

Automatic Line Answer – On/Off 322

Auto Redial 35

Background Music – On/Off 51

Barge-In 81

Billing Code – Enable 50

Call Log – Incoming Calls 412

Call Log – Missed Calls 411

Call Log – Outgoing Calls 413

Call Log – Select Type 410

Call Park 98

Call Park Pick Up 99

Caller ID – On/Off 34

Clear Alarm – Current 631

Clear Alarms – All 630

Conference 55

Contacts – Browse Groups 302

Contacts – Company 304

Contacts – Directory 305

TROUBLESHOOTING

TOOLS

Inter-Tel® Model 8662 Endpoint User Guide

Page 80

FEATURE NAME DEFAULT CODE NEW CODE

Contacts – Personal 303

Contacts – Search 301

Contacts – Select Type 300

Direct Account Access 97

Direct Endpoint Access 96

Directed Call Pickup 53

Display User Info/Time/Date 65

Group Call Pickup 54

Group Listen – Off 490

Group Listen – On 491

Group Listen – On/Off 492

Headset – Off 400

Headset – On 401

Headset – On/Off 402

Hold 36

Hot Desking – Log Off 870

Hot Desking – Log On 871

Hot Desking – Log On/Log Off 872

Hot Rules 42

Hunt Group – Log In 881

Hunt Group – Log Out 880

Hunt Group – Log In/Log Out 882

Hunt Group – Wrap Up Terminate 86

Last Call Return 69

LCD Contrast Level 39

Location Information 610

Location Validation 611

Lock Endpoint 31

Message Menu 521

Mute – On/Off 33

Off-Hook Voice Announce 59

Outbound Caller ID – Block 67

Outbound Caller ID – Unblock 82

TOOLS

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TROUBLESHOOTING

Inter-Tel® Model 8662 Endpoint User Guide

Page 81

FEATURE NAME DEFAULT CODE NEW CODE

Personal Assistant 64

Queue (Callback) Request 44

Reach Me – At My Desk 561

Reach Me – Browse 560

Reach Me – Follow Rules 564

Reach Me – Forward To 563

Reach Me – Voice Mail 562

Record-A-Call 85

Record-A-Memo 58

Redial 00

Send to Destination 48

Silent Monitor 80

Silent Monitor – Barge In 91

Speed Dial – Station 01 to 19

Speed Dial – System 200 to 299

Station Monitor 83

Status 89

System Mode – Default 681

System Mode – Default/Night Toggle 680

System Mode – Night 682

Text Message – Delete Message 522

Text Message – Send Message 520

Transfer on Connect 79

Transfer to Hold 46

Transfer to Ring 45

Update Configuration 607

Voice Mail Message – Leave 93

Inter-Tel® Model 8662 Endpoint User Guide

TROUBLESHOOTING

TOOLS

Page 82

TOOLS

TROUBLESHOOTING

Inter-Tel® Model 8662 Endpoint User Guide

Page 83

Index

Access codes 64 Accessing your mailbox 48 Activation code 8 Adding a party to conference calls 24 Administrators, types 59 Alternate greeting, recording 12 Annoyance Call Trace, using 21 Answering a waiting call 15 Answering calls 14 Audio problems 60 Auto Answer Incoming, enabling and disabling 14 Auto Answer Outgoing, enabling and disabling 14 Auto Answer, using 14 Auto Line Answer, using 15 Auto logon 26, 41, 48 Automatic Speech Recognition 11, 47

Background music

volume, adjusting 9

Billing codes, using 18 Bridged Line Appearance, using 45 Buttons

dialpad 3

dialpad button descriptions 28, 38, 51, 56

feature 3

feature, descriptions 4

Hold 3

LCD menu 3, 5

Mute 21

Speaker 3

Special 3

Star 13

Volume Control 3

Call Drop, using 15 Call Log, using 36 Call Park, using 20 Call Screening Transfer Method, changing 52 Caller ID

blocking outbound 21

displaying 21

Calls

Annoyance Call Trace, using 21

answering 14

Auto Answer Incoming 14

Auto Answer Outgoing 14

Auto Answer, using 14

Auto Line Answer, using 15

Bridged Line Appearance, using 45

Call Drop, using 15

Call Log, using 36

Call Park, using 20

Camp-on, using 16

conference

dropping out of 24

hold, placing on 24

party, adding a 24

placing 24

Directed Call Pickup 23

emergency, placing 16

Group Call Pickup, using 23

Group Listen, using 34

hold, placing a call on 20

hold, returning to on 20

internal, placing 16

Last Call Return 18

Mute button, using 21

Off-Hook Voice Announce, placing 17

Outgoing Call Access Code 16

outside, placing 18

paging 26

Record-A-Call, using 32

routing

using Hot Rules 31

using Reach Me 29

screening 52

Send to Destination, using 23

subscriber, queuing for 17

transferring 22

Directed Call Pickup 23

Send to Destination, using 23

transfer on connect 22

Transfer to Ring 22

transferring and placing on hold 22

voice memo, recording a 33

waiting, answering 15

Inter-Tel® Model 8662 Endpoint User Guide

Page 84

Camp-on, using 16

Canceling a feature 13

Changing your personal greeting 12

Codes

access 64

billing, using 18

default system access 64

feature 65

Outgoing Call Access Code 16

Company contact list 37

Conference calls

dropping out of 24

hold, placing on 24

party, adding a 24

placing 24

Configuration URL 8

Connectors

endpoint 6

handset jack 6

headset jack 6

LAN/Power jack 6

Personal Computer (PC) port 6

Contact information 59

Contact lists

Company 37

Directory 37

Group 37

Personal 37

using 37

Contact name, searching for 38

Contrast, adjusting LCD 8

Default system access codes 64

Dialpad button descriptions 28, 38, 51, 56

Dialpad buttons 3

Direct Account Access, using 31

Direct Endpoint Access, using 31

Directed Call Pickup 23

Directory contact list 37

Directory name, recording your 49

Dropping out of a conference call 24

E-Mail Reader

fax destination, programming 57

Main Menu E-Mail Reader Count, using 57

password, entering 55

Emergency calls, placing 16

Endpoint

connectors 6

Direct Account Access, using 31

Direct Endpoint Access, using 31

features 3

Dialpad buttons 3

external speaker 3

Feature buttons 3, 4

handset 3

headset 10

Hold button 3

lamp indications 6

liquid crystal display (LCD) 3, 5

Message Indicator lamp 3, 6

Speaker button 3

Special button 3

Volume Control button 3

locking 30

power requirements 7

resetting 10

ring tones, changing 9

setup 8

troubleshooting tips 60

upgrades from home 60

Error messages 61

Error tones 6

External speaker 3

Fax destination number, programming 57

Feature buttons 3

descriptions 4

Feature codes 65

Inter-Tel® Model 8662 Endpoint User Guide

Page 85

Features

available while in Remote Survivability 62

canceling 13

endpoint 3

time-out 6

Firmware, updating 7

Flowchart

Inter-Tel Personal Communicator for Voice 42

voice mail (with E-Mail Reader) 58

voice mail (without E-Mail Reader) 54

Greeting

alternate 12

personal 12

personal, changing your 12

primary 12

system 12

Group Call Pickup, using 23

Group contact list 37

Group Listen, using 34

Handset 3

jack 6

off-hook 6

on-hook 6

volume, adjusting 9

Headset

jack 6

using 10

volume, adjusting 9

Hold

call, returning to 20

conference, placing on 24

placing a call on 20

Hold button 3

Hot Desking, using 33

Hot Rules, using 31

Hunt groups

advanced 43

basic 43

logging in and out of 43

wrap-up timer, using 43

Initializing voice mail 11

Instant messaging 25

Internal calls, placing 16

Inter-Tel

7000 system 1

contact information 59

Personal Communicator 2

Personal Communicator for Voice flowchart 42

Personal Communicator for Voice, using 39

LAN/Power jack 6

Last Call Return, using 18

LCD

contrast, adjusting 8

menu buttons 3, 5

Location, validating 10

Locking Your Endpoint 30

Mailbox password, changing 49

Mailbox, accessing 48

Main Menu E-Mail Reader Count, using 57

Menu buttons 3, 5

Message envelope, changing 50

Message Indicator lamp 3, 6, 25

Message Notification/Retrieval (MNR) 48

Message search order, changing 49

Messages

error 61

instant 25

text

canceling 25

replying to 25

using 25

voice mail

leaving 26

listening to 26, 48

Microphone 3

Monitor Account, using 34

Mute button 21

Inter-Tel® Model 8662 Endpoint User Guide

Page 86

Off-hook 6

Off-Hook Voice Announce, placing 17

On-hook 6

Outbound Caller ID

blocking 21

Outgoing Call Access Code 16

Outside calls, placing 18

Page groups 26

Paging subscribers 26

Personal Assistant, using 32

Personal Computer (PC) port 6

Personal contact list 37

Personal greeting, recording your 12

PIN, changing 49

Power requirements 7

Power supply 7

Presence management 27

Primary greeting 12

Queuing for a subscriber 17

Reach Me

At My Desk 29

Follow Rules 29

Forward To 29

using 29

Voice Mail 29

Record-A-Call, using 32

Recording your directory name 49

Recording your personal greeting 12

Remote Messaging, programming 52

Remote Survivability 62

Resetting the endpoint 10

Ring tones, changing 9

Ringer volume, adjusting 9

Software, updating 7

Speaker button 3

Speaker, external 3

Speakerphone volume, adjusting 9

Special button 3

Speed dial

Station, using 19

System, using 19

using 19

Star button 13

Station speed dial, using 19

Status

change automatically 60

time and date 60

Subscriber

Direct Account Access 31

System greeting 12

System speed dial 19

Text messages

canceling 25

replying to 25

using 25

Time and date

status settings 60

system 60

Time-out, features 6

Toolbars, Outlook® 61

Transfer on Connect 22

Transferring calls 22

Directed Call Pickup 23

hold, placing on 22

Send to Destination, using 23

Transfer on Connect 22

Transfer to Ring 22

Troubleshooting tips

endpoint 60

voice mail 63

Send to Destination, using 23

Uninterruptible power supply 7

Updates, software and firmware 7

User information, displaying 21

Inter-Tel® Model 8662 Endpoint User Guide

Page 87

Viewing angle, adjusting 8 Voice mail

Call Screening Transfer Method, changing 52 deleted messages, recovering 51 directory name, changing 49 E-Mail Reader 55 flowchart (with E-Mail Reader) 58 flowchart (without E-Mail Reader) 54 greetings

alternate 12 personal, changing your 12 primary 12 recording your 12

system 12 initializing 11 mailbox, accessing 48 message envelope, changing 50 Message Notification/Retrieval 48 message search order, changing 49 messages

leaving 26

listening to 48

recording and sending 50

unheard, canceling 50 password, changing your 49 quota grace limit 63 Remote Messaging, programming 52 screening calls 52 searching for a contact 51 setup 11 special delivery options 51 troubleshooting tips 63 unheard messages, canceling 50

Voice mail messages

listening to 48 recording and sending 50 recovering deleted 51

Voice memo, recording 33 Volume Control button 3 Volume, adjusting

background music 9 handset 9 headset 9 ringer 9 speakerphone 9

Wrap-up timer, using 43

Inter-Tel® Model 8662 Endpoint User Guide

Page 88

Inter-Tel® Model 8662 Endpoint User Guide

Page 89

Page 90

Part No. 590.8004 Issue 1, October 2006

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