Inter-Tel 7000 8662 User Manual
Inter-Tel 7000
Model 8662 User Guide
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.
9
Dial ( / Eur.) to place an emergency call. You do
1 1
9
9 9
1
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
9
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.
9
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 .
• 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.
© Inter-Tel (Delaware), Inc. October 2006 printed in U.S.
1
Part no. 835.3066
R
EDIALING A NUMBER
To redial the last number called: Press or .
REDIAL
0
0
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
9
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
or
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
9
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
CNF menu button to add the
CONF
PAGING SUBSCRIBERS
5
1. Press or .
PAG E
7
2. Enter the page group number.
3. Place the page announcement, and then hang up.
2
U
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
• 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
1
2
3
4
5
6
7
8
9
0
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.@#*-_&%=$~+
3
L
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.
1
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
2
MESSAGE
>>/<< menu button or
VIEW TEXT menu button to view
1
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
• Press
• Press
1
or the MISSED CALLS menu button for missed calls.
2
or the INCOMING menu button for incoming calls.
3
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
#
#
#
4
A
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.
1
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
• Press
1
or say “New” to listen to new messages.
3
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 .
#
#
5
F
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
6
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
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.
Table of Contents
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
© Inter-Tel (Delaware), Inc. October 2006 printed in U.S.
iii
VOICE MAIL
FEATURES
TROUBLESHOOTING
TOOLS
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
iv
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
v
vi
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
1
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.
2
Inter-Tel® Model 8662 Endpoint User Guide
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)
3
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
SEARCH
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
25
4
Inter-Tel® Model 8662 Endpoint User Guide
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
5
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.
6
Headset Jack Handset Jack
PC Port LAN/Power Jack
Inter-Tel® Model 8662 Endpoint User Guide
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
7
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.
8
3 9
Inter-Tel® Model 8662 Endpoint User Guide
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
9
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:
4
1
• Press
• Press
0
(Headset on).
4
2
0
(Headset on/off).
To disconnect and disable the headset:
1. Remove the headset plug from the headset jack.
2. Do one of the following:
4
0
• Press
• Press
0
(Headset off).
4
2
0
(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
10
LOCATION
VALIDATED
If any other message appears, contact your system administrator.
Inter-Tel® Model 8662 Endpoint User Guide
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
#
1
2
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.”
11
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:
4
1
• 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.
0
1
2
3
#
#
1
2
or say “Append” to add to the greeting.
3
* Custom greetings can be created and assigned using Inter-Tel Personal Communicator for Web.
12
Inter-Tel® Model 8662 Endpoint User Guide
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.
13
Loading...