These are the basic instructions for the most frequently-used telephone and
voice mail features for Inter-Tel endpoints. For detailed information about these
and other features, refer to the complete instructions in the appropriate user
guide.
PLACINGAN INTERCOM CALL
1. Dial an extension number.
2. If your call goes through handsfree to the called endpoint’s speaker, speak
after you hear a double tone.
If you hear continuous ringing, wait for the call to be answered.
PLACINGAN OUTSIDE CALL
1. With or without the handset lifted, press or dial the Outgoing Call
feature code (the default feature code is ).
2. Dial the desired number. (If you hear a single progress tone, you must dial
an account code before you can place your call.)
ANSWERINGAN INTERCOMOR OUTSIDE CALL
EITHER, Respond handsfree (if enabled).
OR, Lift the handset for privacy.
OR, Press ,
OR, Press the flashing (Intercom) button.
SPKR
, or .
ANSWER
IC
OUTGOING
8
PLACINGA CALLON HOLD
While on a call, press or . Hang up or place another call. To return to
the call, lift the handset an then press , , or the flashing button.
HOLD
HOLD
PLACINGAN EMERGENCY CALL
9
Dial (in the U.S.) or (in Europe) to automatically place a
11
call to the system’s programmed emergency number. You do not have to select
an outside line first.
If you are using an IP or SIP endpoint, consult your system administrator
and your local Inter-Tel servicing company for important information about
dialing emergency services before you begin using it.
350 Automatic Line Answer392 Program Station Password
313 Background Music6 Qu eue (Callback) Request
355 Call Forward All Calls385 Record-A-Call
357 Call Forward If Busy380 Redial
356 Call Forward If No Answer331 Redirect Call
358 Call Fwd. If No Answer/Busy305 Reminder Message
5Conference306 Reminder Message Cancel
394 Default Station359 Remote Programming
307 Directory4Reverse Transfer
300 Display Time And Date396 Review Buttons
372 Do-Not-Disturb On/Off377 Ring Intercom Always On/off
373 Do-Not-Disturb Override398 Ring Tone Selection
395 Feature Button Default382 Station Speed Dial
312 Group Listen383 Station Speed Dial Pro gram
319 Handsfree On/Off354 System Forward On/Off
317 Headset On/Off381
336 Hold – Individual399 Switch Keymap
335 Hold – System346 Transfer To Ho ld
330 Hookflash (Recall in Europe)345 Transfer To Ring
*Some feature codes may not apply to your endpoin t. For a list of feature
codes specific to your endpoint, consult the us er guide.
System Speed Dial
TELEPHONE SYSTEMAND
VOICE MAIL FEATURE GUIDE
USING VOICE MAIL
To access your mailbox:
1. Dial the voice mail extension number.
2. Say “Login” or press and say or enter
your mailbox number.
3. Enter your password and press .
4. Voice mail plays the main menu for your
mailbox type and guides you through the
available options.
STANDARD VOICE MAILBOX MAIN MENU:
Access new voice mail messages“New”1
Record voice mail messages“Record”2
Access saved voice mail message s“Saved”3
Access personal mailbox opt ions“Personal”4
Access message options“Options”5
Disable Automatic Speech Recognition“Disable”8
TO...SAYPRESS
ADVANCED MAILBOX MAIN MENU:
Access voice mail messag es“Voice mail”1
Record voice mail messages“Record”2
Access e-mail messages“E-mail”3
Access personal mailbox opt ions“Personal”4
Access message options“Options”5
Access faxes“Facsimile”6
Disable Automatic Speech Recognition“Disable”8
TO...SAYPRESS
#
REMOTE FEATURE ACCESS
Remote Feature Access allows you to change
your station password, place your endpoint in
Do-Not-Disturb mode, and forward calls from
another endpoint or through a special dial-up
line.
If you do not hear a tone after each step, or if
you hear repeating tones, you have made a
mistake or the feature is restricted. Start over.
To use Remote Feature Access:
1. EITHER, call _______________ (number
provided by your system administrator). If
required, enter your password.
OR, use any endpoint on the system.
2. Enter
3. Enter your extension number.
4. Enter your password and press . You
To change the station password:
1. Enter
2. Enter your current password and press
3. Enter the new password and press .
4. Enter the new password again for verifica-
359
.
#
can now use the features described below
and at right.
39
tion and press .
2
.
#
#
#
To turn on Do-Not-Disturb:
1. Enter
370
.
2. Enter message number 01-20 (see the
default DND message list below).
3. If desired, enter the optional second-line
message text (see the dialpad character
chart on the next page).
4. Hang up.
To turn off Do-Not-Disturb:
37
Enter
1
and hang up.
DO-NOT-DISTURB MESSAGES
01 DO-NOT-DISTURB11 OUT OF TOWN ’TIL
02 LEAVE A MESSAGE12 OUT OF OFFICE
03 IN MEETING UNTIL13 OUT UNTIL
04 IN MEETING14 WITH A CLIENT
05
ON VACATION
06
ON VACATION
07 CALL ME AT17 IN CONFERENCE
08 AT TH E DO CTOR18 AWAY FROM DESK
.
09 ON A TRIP19 GONE HOME
10 ON BREAK20 OUT TO LUNCH
*VACATION is replaced by HOLIDAY in European systems.
*
’TIL
*
15 WITH A GUEST
16 U NAVAI LA BLE
DIALPAD CHARACTERS
BUTTON
NOTE: The characters associated with the 5 and 6 dialpad
digits are dependent on the software version.
To turn on Call Forward:
1. Enter one of the following Call Forward feature codes:
2. Enter an extension number or enter a line
access code followed by an outside telephone number.
3. Hang up.
To turn off Call Forward:
1. Enter
2. Press and hang up.
NUMBER OF TIMES BUTTON IS PRESSED
12345
1
-&() 1
2
ABC ' 2
3
DEF ! 3
4
GH I * 4
5
JKL# or /5
6
MNOÑ or #6
7
PQRS 7
8
TUV?8
9
WXY Z 9
All Calls355
If No Answer356
If Busy357
If No Answer/Busy358
355
.
#
Notice
This Inter-Tel® user guide is released by Inter-Tel, Inc. as a guide for end-users. It provides information necessary to use the Model 8520 endpoint. The contents of this user
guide, 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 and/
or specific software.
Some system features can only be accessed by an
administrator. For information about these features, see the
Frequently Asked Questions on page 91.
For sales, service, or technical support,
contact your local authorized Inter-Tel reseller.
Comments about this user guide or other
technical documentation should be directed to
Inter-Tel’s Technical Publications Department at:
Tech_Pubs@inter-tel.com
All products and services mentioned in this publication are the trademarks, service marks,
registered marks, or registered service marks of their respective owners.
Inter-Tel
rated.
Microsoft
®
, Axxess®, and Enterprise® are registered trademarks of Inter-Tel, Incorpo-
®
and Outlook® are registered trademarks of Microsoft Corporation.
Your new Model 8520 provides access to several features, each of which is described
in this guide. The About This Guide section below lists the different sections in this
user guide and describes the type of information you can find there. If you need to
FINDING YOUR WAY
access information quickly, refer to the Quick Reference Guide attached to the front of
this guide. You can also tear out the pocket guide to keep as a handy reference for features you are likely to use while away from the office (Remote Feature Access and
Voice Mail).
ABOUT THIS GUIDE
This guide contains instructions for using the Model 8520 on the Inter-Tel® telephone
system. To help you find information more quickly, this guide is divided into five separate sections, as indicated by the tabs.
These sections include the following:
•Finding Your Way: This section provides you with a picture of the Model 8520
•Getting Started: This section includes basic endpoint and voice mail informa-
•Moving On: In this section you’ll learn how to use advanced endpoint and voice
•Using E-Mail Reader: This section includes information on how to use the
•Learning More: This section outlines how your administrators can help if you
In addition, this guide contains a list of default feature codes (see page 94) and an
index (see page 99) for easy reference.
and includes general information designed to help you find what you need.
tion, and provides instructions on how to perform everyday tasks, such as
answering calls, making calls, and using voice mail.
mail features.
advanced messaging features available with E-Mail Reader.
experience a problem with your endpoint. It also provides you with a list of Frequently Asked Questions (FAQs) so you can troubleshoot problems and learn
more about the system.
NOTE: Because the telephone system is very flexible and programmable, the proce-
dures for using the features might vary slightly from the descriptions in this guide. If so,
your trainer or system administrator can tell you how your system differs and how to
use the features.
2
Inter-Tel® Model 8520 User Guide
ABOUT YOUR ENDPOINT
Your endpoint has two basic types of buttons in addition to a display and a Message
Indicator lamp.
•Dialpad buttons: Allow you to enter numbers and letters.
•Feature buttons: Provide quick access to various telephone and voice mail fea-
tures.
FINDING YOUR WAY
Internal Speaker
Speaker Button
Hearing Aid-Compatible
(HAC) Handset
LCD With Two
16-Character Lines
Message Indicator Lamp
Feature Buttons
Ring and Voice
Volume Control
Hold Button
Special Button
12-Button
Dialpad
Handsfree Microphone
(Underneath Edge)
NOTE: This is the default configuration. Your buttons may have been programmed dif-
ferently. If you are uncertain about the configuration, ask your system administrator.
Inter-Tel® Model 8520 User Guide
3
Feature Button Functions
The feature buttons are designed to automate some of the commonly-used functions,
such as dialing an outside number. Each of these is described in the table below.
FINDING YOUR WAY
BUTTONIF YOU...YOU CAN...PG.
ANSWER
OUTGOING
CALL
IC
DND
CNFCNF
TRANSFERTRANSFER
SYS SPDLS YS SPDL
STN SPDL
PAG E
REDIALREDIAL
MSG
MUTE
FWD
Press Answer a call.22
ANSWER
Press and dial the numberPlace an outgoing call.21
OUTGOING
Press an unlit
button
Press Access an intercom call.19
Press unlit or lit Enable/disable Do-Not-Disturb mode.42
Press
would like to add to the conference
Press (International Hold Symbol)Put a call on hold.23
Press and dial the destination
number
Press View or access System Speed-Dial num-
Press View or dial Station Speed-Dial numbers.56
Press Choose a page zone to place a page. 60
Press Redial a telephone number or save the
Press
Press Leave or listen to a message.33
Press Mute the microphone.31
Press
ber
Press the high or low end of the volume button
IC
STN SPDL
PAG E
and hang upPut a call on the speaker.31
MSG
MUTE
FWD
button or the flashing
CALL
DND
and dial the numbers you
and dial the destination num-
Select an outside line or answer a call.21, 22
Place a conference call.24
Transfer a call.25
bers.
last number dialed.
Forward calls to the specified number.27
Adjust volume during a call.43
58
28
In addition to the buttons identified in the preceding table, your endpoint has a Special button (). Depending on how your telephone system is configured, you may
need to press this button before you dial a feature code.
NOTE: Because the telephone system allows customized feature buttons, your end-
point may have been reprogrammed so that the feature buttons do not match those
described in this guide.
4
Inter-Tel® Model 8520 User Guide
Display
Your Model 8520 has two lines of display with 16 characters per line. When your
endpoint is idle, this display shows your extension number, your username, the time
of day, and the date. At other times, it may display reminder messages, Do-Not-Disturb (DND) messages, numbers dialed, call sources, elapsed time of calls, current call
costs, error messages, etc.
Because the display can only support 16 characters, you may see a few abbreviations.
The most commonly used abbreviations are provided in the table below.
FINDING YOUR WAY
ABBREVIATIONWORD/PHRASE
ACCT CODEAccount Code
CNFConference
DESTDestination
DIRDirectory
DNDDo-Not-Disturb
EXTExtension
MSGMessage
RCLRecall
SPKRSpeaker
SPKRPHNSpeakerphone
STN SPDStation Speed Dial
SYS SPDSystem Speed Dial
TFRTransfer
TGTrunk Group (a group of outside lines)
TRNKTrunk (an outside line)
Message Indicator Lamp
The Message Indicator lamp (located at the top, right corner of the endpoint) shows
the same indications as the button. The Message Indicator lamp flashes whenever there is a waiting message.
NOTE: By default, the message lamp is programmed to light when you receive a new
voice mail message. However, this lamp can be programmed for other functions. Check
with your system administrator if you are unsure what your endpoint’s lamp is programmed to indicate.
Inter-Tel® Model 8520 User Guide
MSG
5
DSS/BLF and Mini-DSS
Generally, the Model 8450 Direct Station Selection/Busy Lamp Field (DSS/BLF) unit
is used by individuals that handle a high volume of incoming calls, such as receptionists. The DSS/BLF provides one-button access to up to 50 extension numbers or a
FINDING YOUR WAY
programmable feature. For more information about programming and using the DSS,
refer to the current Administrator’s Guide (part no. 550.8001).
The Model 8416 Mini-DSS unit is a scaled-down version of the full-sized DSS/BLF
unit. This optional unit adds 16 user-programmable buttons to your endpoint. These
buttons can be programmed as any of the following:
•DSS buttons: Provide one-button access to extension numbers and display the
status of the extension associated with the button (see page 62).
•Feature buttons: Provide quick access to frequently-used features (see page 61).
•Secondary extensions: Allow one-button access to calls ringing or holding at
another station (see page 63).
NOTE: Instructions for attaching the Mini-DSS to your endpoint are included with the
unit.
The DSS/BLF and Mini-DSS lamps indicate the status of the extension or feature
assigned to the button. These indications are shown in the table below.
If the lamp is...Then...
Solidly litThe associated extension is busy, or the associated feature is enabled.
Flashing slowlyThe extension is in Do-Not-Disturb.
Flashing rapidlyThe extension has a call ringing in.
Fluttering continuously The extension is causing a STATION OFF-HOOK system alarm.
6
Inter-Tel® Model 8520 User Guide
ABOUT VOICE MAIL
Voice mail is an application that is part of the Inter-Tel voice processing system.
Using voice mail, you and other callers can send and receive recorded messages from
any supported endpoint on the system. To use voice mail features, each user (or subscriber) is assigned a mailbox, which usually corresponds to the extension number
assigned to your endpoint. You can, however, have an unassociated mailbox that does
not correspond to an extension. (Unassociated mailboxes are typically used for agents
or other personnel who don’t have a permanent office.)
With your mailbox, you can use personal or system greetings to let callers know if
you are out of town, on a call, etc. If a caller reaches your mailbox, they can leave a
message, hang up, or access an attendant. In addition, if your voice mail administrator
sets up one or more “group lists” of mailboxes, you can send a message to a group of
people by entering one number instead of everyone’s individual mailbox number.
Inter-Tel voice mail systems support the following types of mailboxes:
•Advanced Mailbox: If E-Mail Reader is enabled for your mailbox, you have
access to voice mail, e-mail, and fax messages in your mailbox. You can also customize your personal mailbox options, and access advanced messaging features.
See page 75 for information and instructions about using E-Mail Reader features.
For a voice mail flowchart for advanced mailbox users, see page 87.
•Standard Voice Mailbox: This type of mailbox allows you to send and receive
voice mail messages, record personal greetings, and allows you to customize personal mailbox options. A standard voice mailbox does not allow you to access email and fax messages. For a voice mail flowchart for standard mailbox users,
see page 105.
FINDING YOUR WAY
NOTE: If you have the Enterprise
access to advanced communication and messaging features such as E-Mail Reader
and Automatic Speech Recognition (ARS). For more information about EM, see page 9.
Inter-Tel® Model 8520 User Guide
®
Messaging (EM) voice mail system, you also have
7
The instructions for many voice mail tasks are identical for standard voice mailbox
and advanced mailbox users. The instructions for the following common mailbox
tasks are included in the Getting Started and Moving On sections of this guide:
•Initializing your mailbox (see page 16)
FINDING YOUR WAY
•Recording your personal greetings (see page 17)
•Recording your voice mail directory name (see page 18)
•Accessing your mailbox (see page 34)
•Disablingand enabling ASR (see page 35)
•Accessing voice mail messages (see page 36)
•Recording and sending voice mail messages (see page 39)
•Canceling unheard voice mail messages (see page 41)
•Changing your mailbox password (see page 49)
•Changing the call screening transfer method (see page 51)
•Programming a fax destination (see page 52)
•Changing the message search order (see page 53)
•Programming remote messaging (see page 54)
•Screening calls (see page 65)
•Using the voice mail directory (see page 67)
8
Inter-Tel® Model 8520 User Guide
Enterprise Messaging
Enterprise Messaging (EM) is the Inter-Tel messaging system that uses industry-standard protocols for communication and messaging. EM unifies communication and
messaging by providing access to voice mail, fax, and e-mail messages in your mailbox. The EM system provides voice mail users with the following advanced messaging features:
•Automatic Speech Recognition (ASR): ASR can be enabled for the entire sys-
tem or it can be enabled for specific applications (like voice mail) or mailboxes.
When ASR is enabled for your mailbox, you can issue spoken commands to navigate the voice mail menus. ASR also allows subscribers and non-subscribers to
navigate automated attendant menus, call routing applications, and search the
directories. ASR can be enabled for standard voice mailboxes and advanced mailboxes (see page 7). For more information about ASR, see page 10.
•E-Mail Reader: E-Mail Reader allows you to access voice, e-mail, and fax mes-
sages from your mailbox. For e-mail messages, E-mail Reader uses Text-toSpeech (TTS) capabilities included with EM to convert the text in an e-mail message to a .wav file. For fax messages, E-Mail Reader announces the fax envelope. If E-Mail Reader has been enabled for your mailbox, your voice mail, email, and fax messages are unified in one convenient location. For more information and instructions about how to use E-Mail Reader features, see the Using E-Mail Reader section, starting on page 75.
Consult your voice mail administrator to see if ASR and/or E-Mail Reader is enabled
for your mailbox.
FINDING YOUR WAY
NOTE: EM also includes Unified Messaging inbound and outbound faxing capabilities.
For information and instructions about Unified Messaging features, see Issue 2.3 of the
Unified Messaging User Guide, part number 550.8121.
Inter-Tel® Model 8520 User Guide
9
Automatic Speech Recognition (ASR)
Automatic Speech Recognition (ASR) is a feature available for systems using EM.
Because ASR is a very flexible feature, it can be enabled or disabled on several different levels. When ASR is enabled for your mailbox, you can issue spoken commands
FINDING YOUR WAY
to navigate the voice mail menus. ASR also allows subscribers and non-subscribers to
navigate automated attendant menus, call routing applications, and search the directories using voice commands.
When you access voice mail, if you are given the option to say a command or press a
dialpad digit to complete a task, then ASR is enabled for your mailbox. If you are
only prompted to press a dialpad digit, ASR is not enabled for your mailbox. If your
mailbox is not ASR-enabled, you can still navigate the menus and perform tasks by
pressing the appropriate dialpad digits when prompted by the system.
When using ASR, follow these guidelines for best results:
•When completing a mailbox-related task, either say the command each time or
press the dialpad digits each time.
•Use the handset when issuing spoken commands. Your endpoint’s speaker can
pick up background noise and other sounds, which may cause the system to misinterpret a command.
•Voice mail command words are shown on display endpoints. If your endpoint has
a display and you don’t hear the command word when the prompt is announced,
look at the display for the appropriate voice command.
•When you use the dialpad digits to complete a task, you are sometimes prompted
to press to indicate to the system that you have finished entering digits. It is
#
not necessary to say “Pound” or “Hash” when using ASR. The silence that follows your voice command replaces the digit.
#
•While you are recording a message, ASR is temporarily disabled, therefore you
cannot issue spoken commands to access options like pause and erase. If you
attempt to issue a spoken command while you are recording, your recording will
include the command you issued. To access the pause and erase options, you
must press the appropriate dialpad digits.
•You cannot use ASR to set up your e-mail password (see page 79). For security
reasons, you must enter your e-mail password characters by pressing the appropriate dialpad digits. Entering passwords this way prevents others from overhearing your password.
•If the system cannot interpret your voice commands for three consecutive
attempts, ASR is temporarily disabled by the system for the current call. You can
still complete tasks using the dialpad digits; however, you will no longer be
prompted to say a command.
•You can temporarily disable ASR for the current call by selecting option eight
from the main menu.
10
Inter-Tel® Model 8520 User Guide
WHAT YOU SEEAND HEAR
As you can see, your Model 8520 and telephone system come equipped with many
features. To help you understand what everything means, it is recommended that you
read the following information before you use your endpoint:
•Your telephone system may be programmed for one or two dial tones. Systems
with two dial tones have one for intercom calls and one for outside calls.
•Many features “time out” if you wait too long before performing the next step. If
this happens, you must hang up and start over.
•If you hear four fast tones or repeating fast tones, you have pressed an invalid
button combination, tried to select a restricted line, dialed a restricted or invalid
number, dialed too slowly between digits, or waited too long before performing
the next step. Hang up and try again.
•Some endpoint models have red/green lamps in the feature buttons. Green indicates a call is ringing, holding, or active on your endpoint. Red means the call is
on another endpoint. If the buttons only light red, either your endpoint does not
have the green lamps, or the system is not programmed to support the two lamp
colors.
NOTE: Your endpoint may be programmed to always use red lamps for calls ring-
ing directly to your endpoint. If you are uncertain about the configuration, ask your
system administrator.
FINDING YOUR WAY
•The button lamps may be solidly lit or flashing to indicate the status of a call or
feature. To avoid confusion, this guide uses different icons to signify that a lamp
is unlit (), lit, (), or flashing ().
•“Off-hook” means that either the handset is lifted or the speakerphone is on (
lit). “On-hook” indicates that the handset is in the cradle or the speakerphone is
off. For example, you must first go “off-hook” to make a call, but you must go
“on-hook” to end a call.
•If the button and Message Indicator lamp are lit when using a directory or
MSG
entering a message, you are in alphanumeric mode, which allows you to enter letters. If the button and the Message Indicator lamp are unlit, you are in
numeric mode and can only enter numbers and special characters.
•“Handsfree” mode indicates that a call is connected through the speakerphone
(i.e., you don’t have to lift the handset to speak). While in handsfree mode, you
can make or receive calls.
Inter-Tel® Model 8520 User Guide
CNF
MSG
CNF
CNF
is
11
SOFTWARE COMPATIBILITY
Depending upon which software version your telephone system is using, some of the
features included in this guide may not be available for your endpoint. Check with
FINDING YOUR WAY
your system administrator to see which software version your telephone system currently uses and if there are any features restrictions for your system.
The Model 8520 is compatible with Axxess
and Inter-Tel
®
5000 system software versions 1.1 and later.
Endpoints using Axxess software versions 3.0 to 6.x have limited functionality in the
following areas:
•The button will not work; however, you can still use this feature by dial-
STN SPDL
ing the Station Speed-Dial feature code (see page 56).
•The button will not work; however, you can still use this feature by dial-
PAG E
ing the Page feature code (see page 60).
•The Message Indicator lamp will not work; however, the button will still
function properly (see page 33).
•The dedicated headset audio jack will not work; however, you can still use the
headset by plugging the headset into the handset jack and dialing the Headset On/
Off feature code (see page 30).
•The optional Mini-DSS will not work.
•The , , , , and lamps will not
TRANSFERANSWEROUTGOING
light.
The Model 8520 endpoint is not supported by software Axxess versions 3.0 and earlier.
®
system software versions 7.0 and later,
MSG
SYS SPDL
REDIAL
12
NOTE: This information about compatibility applies to endpoints programmed to use
the default button locations. Your buttons may have been programmed differently. If you
are uncertain about the configuration, ask your system administrator.
Now that you know what your endpoint can do, it’s time to start using it. In this section, you’ll learn how to make and receive calls, transfer calls, retrieve voice mail
messages, and much more.
ADJUSTING YOUR ENDPOINT’S VIEWING ANGLE
Your Model 8520 has an adjustable base that allows you to tilt your endpoint to
enhance the viewing angle. There are two types of bases available on the endpoint,
each of which allow you to adjust the angle of the endpoint. Use the appropriate
instructions (listed below) to adjust the angle of your endpoint.
If your endpoint has a support mechanism that fits into holes on the base:
1. Position the bottom of the endpoint’s base on a flat surface.
2. Tilt the endpoint to the desired angle.
GETTING STARTED
3. Place the “feet” of the support mechanism in the holes on the base to secure the
position of the endpoint.
If your endpoint has buttons located on the back to release the locking base:
1. Position the bottom of the endpoint’s base on a flat surface.
2. Press both buttons on the back of the endpoint to disengage the base’s locking
mechanism.
3. Tilt the endpoint to the desired angle.
4. Release both buttons to lock the base in place.
NOTE: If you position your endpoint’s viewing angle to 60 degrees or greater, it is rec-
ommended that you flip the handset hanger down to the horizontal position.
14
Inter-Tel® Model 8520 User Guide
ADJUSTING YOUR ENDPOINT’S LCD CONTRAST
Some endpoints have a contrast control wheel that allows you to manually adjust the
Liquid Crystal Display (LCD) contrast. This wheel is located on the back of the endpoint and can be adjusted while viewing the LCD screen.
For endpoints that do not have a contrast control wheel, you can use a feature code
and the volume buttons to adjust the contrast on the LCD.
Depending on the type of display your endpoint has, you can adjust the contrast on
your LCD using one of the following methods. When you adjust the contrast on the
LCD, the endpoint must be in an idle state.
To adjust your endpoint’s LCD contrast: (using the contrast control wheel):
1. While viewing the LCD screen, locate the contrast control wheel on the back,
upper-right section of the endpoint.
2. Adjust the contrast of the LCD screen by turning the wheel clockwise (lighter)
or counterclockwise (darker).
To adjust your endpoint’s LCD contrast: (using a feature code):
1. With the handset in the cradle, dial .
2. Adjust the contrast level of the LCD screen by one of the following methods:
EITHER, Use the volume button ( = darker, = lighter).
OR, Press a number on the dialpad (1=lightest through 8=darkest) that corre-
sponds to your desired contrast level.
3. Accept and save the contrast level by one of the following methods:
EITHER, Press .
OR, Lift and replace the handset.
303
GETTING STARTED
Inter-Tel® Model 8520 User Guide
15
SETTING UP VOICE MAIL
To begin using your mailbox you will need to complete a few basic set-up procedures
to initialize your mailbox, customize your personal greetings, and record your voice
mail directory name.
NOTE: If your telephone system uses Enterprise Messaging (EM), your mailbox may
have the Automatic Speech Recognition (ASR) feature enabled. When ASR is enabled
for your mailbox, you have the option of issuing a spoken command or pressing a dialpad button. See page 10 for ASR guidelines.
ALSO: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.
See page 75 for information and instructions about using E-Mail Reader features.
Initializing Your Mailbox
GETTING STARTED
To access voice mail, the first thing you need to do is initialize your mailbox. This
allows you to change the default password for your mailbox, record your name for the
company directories, and listen to the voice mail introduction.
To initialize your mailbox:
1. Dial the voice mail extension number. (You hear the main menu.)
NOTE: If you do not know the voice mail extension number, check with your voice
mail administrator.
Say “Login” or press to identify yourself as a subscriber.
2.
3. Enter your mailbox number using the dialpad digits.
4. Enter your default password using the dialpad digits.
16
NOTE: Your mailbox number is your default password.
If you want a password, enter a new password using digits 0-9 (up to 12 digits),
and then press when you are done. The messaging system plays back your
#
password.
If you do not want to use a password, just say “Skip” or press .
5. Say “Accept” or press to accept the entry or say “Erase” or press to erase
#
#
3
and re-enter your password. The system prompts you to record your directory
name.
Inter-Tel® Model 8520 User Guide
6. After the tone, record your first and last names.
7. When prompted, do one of the following:
• Say “Accept” or press
• Say “Replay” or press
• Say “Append” or press
• Say “Re-record” or press
#
again to accept the name.
1
to replay the name you just recorded.
2
to add to your name.
3
to erase and re-record your name.
NOTE: The system then plays a prompt that introduces you to the basic voice mail
system features. You can skip this introduction by saying “Skip” or by pressing ,
if desired.
Recording Your Personal Greetings
You can store two different personal greetings in your voice mailbox: a primary and
an alternate. You may change or choose to use either greeting at any time. You can
then select which greeting you want played when a caller reaches your voice mailbox.
Because the purpose of this greeting is to tell callers why they have reached your
voice mailbox, you should include the following information:
•Whether or not you are in the office and where you can be reached
•When you will be returning calls
•For callers who do not wish to leave a message, how to exit voice mail (say
“Operator” or press to return to the operator)
The following are some sample greetings to help you plan your message:
•Primary Greeting: 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.
•Alternate Greeting: 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. Otherwise, leave a detailed message, and I will return your
call when I return. Thank you.
You can also select the System Greeting if you do not want to record a primary or
alternate greeting. The system greeting states, “Mailbox number (xxxxx) is not available.” Depending on how your system is programmed, the system greeting may also
include, “After the tone, please record your message. When finished, you may hang
up to deliver the message or press pound for more options.”
0
GETTING STARTED
#
Inter-Tel® Model 8520 User Guide
17
GETTING STARTED
To record/change your personal greeting:
1. Access your mailbox as described on page 34.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “Greeting” or press to record or change your personal greeting.
4
1
4. Do one of the following:
• Say “Primary” or press to record and/or enable your primary greeting.
• Say “Alternate” or press to record and/or enable your alternate greeting.
• Say “System” or press to enable the system default mailbox greeting.
1
2
3
5. If you selected the system greeting option, hang up.
If you selected the primary or alternate greeting option, record your greeting
when prompted, then press .
#
If you already have a primary or alternate greeting, it is played when you select
primary or alternate.
You can then do one of the following:
• Say “Accept” or press to accept the greeting.
• Say “Replay” or press to replay the greeting.
• Say “Append” or press , add to the greeting, and then press .
• Say “Erase” or press to erase and re-record the greeting.
#
1
2
3
• Say “Cancel” or press to exit without changing your greeting.
6. Hang up.
Recording Your Voice Mail Directory Name
Your recorded name is used to identify you in the voice mail directory and to verify
your mailbox number when messages are addressed to you. Although you record your
name when you first initialize your mailbox, you can change it at any time.
To record your directory name:
1. Access your mailbox as described on page 34.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “Name” or press . Your recorded name is played.
4. Do one of the following:
• Say “Accept” or press to accept your recorded name.
• Say “Replay” or press to replay your recorded name.
• Say “Append” or press to add to your name.
• Say “Erase” or press to erase and re-record your name. When you hear a
tone, record your first and last name. Then say “Accept” or press
accept your recorded name.
5. Hang up.
4
2
#
1
2
3
#
to
#
18
Inter-Tel® Model 8520 User Guide
MAKINGAND RECEIVING CALLS
Making and receiving calls is the basic purpose of any endpoint. With your Model
8520, you can make/receive intercom and outside calls and make emergency calls.
Intercom Calls
Your extension number allows other people to place intercom calls to you, without
dialing any extra codes. And, because every endpoint in your telephone system is
assigned an extension number, you can call other people in your system quickly and
easily.
NOTE: Ask your system administrator for a list of extensions.
Placing Intercom Calls
To place an intercom call:
1. With or without the handset lifted, dial an extension number.
2. If your call goes through handsfree to an endpoint’s speaker, speak after you
hear a double tone.
If you hear continuous ringing, wait for the call to be answered.
The telephone system allows you to place a non-handsfree call that will override
handsfree mode on the extension you are calling. If you use the Ring Intercom
Always feature to always send non-handsfree calls, the called party must pick up the
handset to answer the call.
To place a non-handsfree call that will ring at the other endpoint until answered:
#
Press before dialing the extension number.
To program your endpoint to always send non-handsfree calls using the Ring
Intercom Always feature:
With the handset in the cradle, dial
377
.The current status is shown.
GETTING STARTED
Inter-Tel® Model 8520 User Guide
19
If there is no answer or if the endpoint is busy when you place an intercom call,
you can do any of the following:
•To leave a station message: Press and then hang up.
•To leave a voice mail message: Press and wait for the message center to
MSG
MSG
answer. (See page 33 for more message options.)
NOTE: This option is only available if the called endpoint has a voice mailbox.
•To camp onto a busy extension: Stay on the line and wait for the endpoint to
become available. Do not hang up. After the system timer expires, you hear
music until the endpoint is available.
NOTE: You cannot camp on to an endpoint if it is in DND mode.
GETTING STARTED
•To request a callback (queue on to the endpoint): Press and hang up. When
6
the endpoint is available, your endpoint rings. (To cancel the queue request
before the callback, press
6
.)
•To use the Off-Hook Voice Announce feature (if the called endpoint is programmed for it): Do not hang up. After the busy signals stop, you are automati-
cally connected and may speak. (If you hear music or if the endpoint is in DND
mode, your off-hook voice announce call will not go through.) This allows you to
talk to the endpoint user on his or her handsfree speakerphone, even though the
user already has a call in progress on the handset. This feature is not available if
your endpoint has the Ring Intercom Always feature enabled.
Receiving Intercom Calls
Your endpoint can receive both intercom and non-handsfree intercom calls. If the
handsfree feature is enabled on your endpoint, intercom calls are automatically
answered. Non-handsfree intercom calls (see page 19) override the handsfree option.
If your handsfree feature is disabled, or if you receive a non-handsfree intercom call,
you must pick up the handset or press a button to answer the call.
To enable or disable your endpoint’s handsfree answering feature:
With the handset in the cradle, dial
3
To receive an intercom call:
If the handsfree feature is enabled, respond handsfree.
If the handsfree feature is disabled, press
To receive a non-handsfree intercom call:
EITHER, Lift the handset for privacy.
OR, Press or to answer the call.
IC
9
1
.
IC
or or lift the handset for privacy.
20
NOTE: You must lift the handset if the caller has the Ring Intercom Always feature
enabled.
Inter-Tel® Model 8520 User Guide
To redirect a ringing call to another extension or to an outside number:
1. Press and dial .
2. Enter the extension or outside number to which you want to redirect the call. See
page 28 for more information.
If the Off-Hook Voice Announce feature is enabled for your endpoint, when you hear
a single tone and see an incoming call display, you can do one of the following:
•To accept the call on the speakerphone without ending your current call:
When you hear a double tone, you may talk handsfree with the caller through the
speakerphone. (The caller on the handset will be able to hear both you and the
party on the speakerphone.)
•To block the call from coming through the speaker:
— Press to allow the incoming intercom call to camp on. The button
flashes, and the call is placed on hold.
— Press to place your endpoint in DND mode, if desired. (See page 42
for more information about DND mode.)
Outside Calls
With outside calls, you can talk to people who aren’t members of your telephone system. When you make an outside call, however, you must dial any area codes or long
distance digits that your telephone company requires.
Placing Outside Calls
To place an outside call:
1. With or without the handset lifted, press .
2. Dial the desired number.
DND
33
1
GETTING STARTED
IC
OUTGOING
NOTE: If you see a request for an account code and hear a single beep, you must
dial an account code before you can place your call (see page 64).
Depending on how your system is programmed, you may be able to use one of the
following methods to select an outgoing line, instead of pressing the button:
•Dial the Outgoing Call feature code (default is 8).
•Press an unlit button, if you have one.
•Dial a Select Line Group feature code (the defaults are 92001-92208 but may dif-
fer depending on the software version).
•Dial the Automatic Route Selection (ARS) feature code (the default is 92000 but
may differ depending on the software version).
Inter-Tel® Model 8520 User Guide
OUTGOING
CALL
21
GETTING STARTED
To request a callback (queue on to the line) if all outgoing lines are busy when
you try to call out:
When you hear busy signals, press and hang up. When the line is available, your
6
endpoint rings.
To cancel the queue request before your endpoint rings:
6
Press
.
When dialing the number, you can do one of the following:
•Use the speed-dial directory. See page 65.
•Use the Station Speed-Dial feature. See page 56.
•Use the System Speed-Dial feature. See page 58.
•Redial the last number you dialed. See page 28.
Receiving Outside Calls
To receive an outside call:
EITHER, Lift the handset.
OR, Press . Depending on how your system is programmed, you may be
able to press the flashing
To redirect a ringing call to another extension or to an outside number:
1. Press and dial .
2. Enter the extension or outside number to which you want to redirect the call. See
ANSWER
CALL
button instead.
33
1
page 28 for more information.
Emergency Calls
With the telephone system, you do not have to access an outside line (press
OUTGOING
To make an emergency call:
9
Dial
. A call is automatically placed to the preset emergency number.
NOTE: Dial in Europe for emergency services.
Call Waiting
If you receive a call while you are already on another call, you will hear a “call waiting” tone and/or you will see a display.
To respond to a waiting call (you hear a single tone and a button is flashing):
•To end the current call: Hang up. The waiting call rings in.
•To place the current call on hold: Press . Then press the flashing button to
answer the waiting call.
•To have the caller hear DND signals: Press . (See page 42 for more infor-
mation about DND mode.)
22
) to dial an emergency number.
11
999
DND
Inter-Tel® Model 8520 User Guide
PLACING CALLS ON HOLD
You can place calls on hold in one of two ways: individual or system.
•Individual Hold places the call on hold at one endpoint. It can then be directly
picked up at that endpoint or it can be picked up at another endpoint using the
Reverse Transfer (Call Pickup) feature (see page 26).
•System Hold places the call on hold in the system. You can then pick up the call
at any endpoint that has a flashing button for the call, including the endpoint that
placed it on hold.
NOTE: You cannot place intercom calls on system hold.
To place a call on Individual Hold:
1. Press .
2. Hang up or place another call.
To place an outside call on System Hold:
1. Press and dial .
2. Hang up or place another call.
To return to a call that is on hold:
Lift the handset and press the flashing button.
335
GETTING STARTED
Inter-Tel® Model 8520 User Guide
23
PLACING CONFERENCE CALLS
With the Conference feature, you can establish a conference call with up to three
intercom and/or outside parties (four, including you).
To place a conference call:
1. While on the first call, press to put the call on hold.
2. Place another intercom or outside call.
CNF
more call on hold.)
CNF
GETTING STARTED
3. Press to place the call on hold. (If necessary, repeat this step to place one
4. Press to join all of the calls together in the conference.
During the conference call, you can do the following:
•To place the conference on hold: Press . This places the conference on hold
without disconnecting the parties. To return to the conference, press .
•To drop out of the conference: Press and hang up. This removes your
endpoint from the conference, but leaves the other parties connected.
•To add parties to the conference: Do the following:
CNF
CNF
CNF
a. Press . This leaves the conference parties connected.
b. Place a call to the party to be added to the conference.
c. Press twice to put yourself and the new party into the conference.
•To end the conference and place all parties on individual hold: Press and
CNF
CNF
CNF
then press to place all of the parties on individual hold. You can then speak to
one party at a time by pressing or a flashing button.
•To mute your microphone: Press . This turns your microphone on or off
MUTE
during the conference. If mute is enabled, you can hear the conferenced parties,
but they cannot hear you.
•To transfer the conference to another extension or to voice mail: Press
TRANSFER
and dial the desired extension number. Then hang up when you are ready to complete the transfer.
24
Inter-Tel® Model 8520 User Guide
TRANSFERRING CALLS
Although transferring calls is considered a basic function of an endpoint, your Model
8520 has many advanced options for this feature. With your endpoint, you can transfer a call to another extension, voice mail, or even an outside line.
To Another Extension
1. EITHER, Press .
OR, Press and dial
2. Dial the desired extension number.
3. Wait for an answer, announce the call, and then hang up.
If the number is busy, there is no answer, or the transfer is refused, press the
flashing button to return to the caller.
NOTE: If you are receiving a transferred call and the Transfer-To-Connect option is
enabled for your endpoint, you are automatically connected to the transferred caller
once the transferring party hangs up. If this option is disabled, you must press a
button to answer the transferred call.
To Voice Mail
1. Press .
2. Dial the voice mail extension number.
3. EITHER, Dial the desired mailbox number and hang up.
OR, Hang up to send the call to the voice mail menu (so that the caller can select
the mailbox number).
TRANSFER
TRANSFER
4
3
6
to place the call on hold at the other endpoint.
CALL
GETTING STARTED
To an Outside Number
1. Press .
2. Select an outgoing line and dial the desired telephone number.
3. Wait for an answer, announce the call, and then hang up.
Inter-Tel® Model 8520 User Guide
TRANSFER
If the number is busy, there is no answer, or the transfer is refused, press the flashing button to return to the caller.
25
USING REVERSE TRANSFER
The Reverse Transfer (Call Pick Up) feature allows you to answer a call that is ringing or holding at another endpoint. For example, if the attendant transfers a call to you
but you have stepped away from your endpoint, you can pick up the call using another
endpoint.
To answer a call ringing or holding at another endpoint:
1. Lift the handset and dial .
2. Dial the extension or hunt group number (see page 72) where the call is ringing
or holding. The call is transferred to the endpoint you are using and you are connected to the caller.
NOTE: If the Group Call Pickup feature is enabled, you can pick up a call ringing at
any station in a hunt group by dialing the hunt group’s extension number.
GETTING STARTED
4
26
Inter-Tel® Model 8520 User Guide
FORWARDING CALLS
With the Forwarding feature, you can have calls follow you (e.g., forwarded to a cell
phone), or you can redirect calls to a voice mail or other extension.
Manual Call Forwarding
Manual call forwarding allows you to send incoming calls to another extension number. You can even forward calls to outside numbers, if your endpoint is programmed
to allow this.
To forward calls:
1. EITHER, Press .
OR, Dial one of the following feature codes:
355
•
(Call Forward All Calls): All incoming calls are forwarded with-
out ringing at your endpoint.
356
•
(Call Forward If No Answer): All incoming calls are forwarded if
they are not answered before a timer expires.
NOTE: Only the installer or system administrator can adjust this timer.
357
• (Call Forward If Busy): When your endpoint is busy, all incom-
ing calls are forwarded without ringing at your endpoint.
35
•
warded if your endpoint is busy or if you do not answer, as described above.
2. Do one of the following:
• To forward to an outside telephone number: Select an outgoing line and dial
a telephone number.
• To forward to an extension number: Dial the extension number.
• To forward to your message center: Press .
To cancel any call forward request:
EITHER, Press and then .
OR, Dial any one of the feature codes listed above and then press
8
(Call Forward If No Answer or Busy): All incoming calls are for-
FWD
GETTING STARTED
FWD
MSG
.
Automatic System Forwarding
Automatic System Forwarding allows your system administrator to route calls based
on the type of call and the status of your telephone. Although you cannot program the
path of a system forward, you can enable or disable this feature on your endpoint.
To enable or disable System Forwarding:
4
35
Dial
Inter-Tel® Model 8520 User Guide
.
27
Redirect Call
The Redirect Call feature allows you to forward any call that is ringing on your endpoint without having to answer the call.
NOTE: You cannot redirect calls to an extension that is in DND or to a restricted out-
side number.
To redirect a call to an extension number:
1. Press and dial .
2. Dial the extension number.
To redirect a call to an outside telephone number:
1. Press and dial .
2. Enter the outside telephone number.
3. Press .
GETTING STARTED
REDIALINGA NUMBER
The Redial feature allows you to quickly redial the last outside number you dialed.
Although most endpoints redial the last number dialed, your system administrator can
program your endpoint to redial the last number saved.
To use the Last Number Dialed feature (if enabled):
With or without the handset lifted, press . A line is selected automatically, and
the number is dialed.
To use the Last Number Saved feature (if enabled):
•To save the last number dialed: While the endpoint is idle or while listening to
intercom dial tone, press .
•To redial the saved number: After selecting a line, press . The number is
dialed automatically.
33
1
33
1
#
REDIAL
REDIAL
REDIAL
28
Inter-Tel® Model 8520 User Guide
DISPLAYING INFORMATIONON YOUR ENDPOINT
Your Model 8520 has two lines of display where you can view information, such as
the date and time or the outside party’s name/number.
Date, Time, Name, and Extension Number
You can temporarily display the system date and time, your username, and your
extension number at any time.
To show the date and time display (while on a call, in DND, etc.):
Press and dial
Outside Party’s Name/Number
If you are currently connected to an outside caller with Caller ID, you can toggle
between displaying the caller’s name and number.
To show the outside party’s name/number:
Press and dial
NOTE: If there is no outside party name available, the display shows CANNOT
ACCESS FEATURE.
300
.
379
.
GETTING STARTED
Inter-Tel® Model 8520 User Guide
29
USINGA HEADSET
With an electret headset, you can talk on the endpoint handsfree, without using your
speaker and microphone.
NOTE: If your headset has a power-saver mode, make sure the system administrator
has the Headset Connect Tone flag enabled in the telephone system. If this flag is not
enabled, you may miss the first few seconds of incoming calls.
To connect a headset:
1. Insert the headset plug into the headset jack.
2. With the handset in the cradle, dial (Headset On feature code) or dial
3
MODE ON.
7
1
(Headset On/Off feature code). The display shows HEADSET
3
5
1
GETTING STARTED
NOTE: If using a headset, press to connect and disconnect calls.
To disconnect a headset:
1. Unplug the headset cord from the headset jack.
2. With the handset in the cradle, dial (Headset Off feature code) or dial
3
7
1
(Headset On/Off feature code). The display shows HEADSET
3
6
1
MODE OFF.
NOTE: If you have both a headset and a handset connected to your endpoint and you
are using the headset, you can quickly transfer audio to the handset by lifting the handset from the cradle. Press to transfer the call back to the headset before replacing
the handset in the cradle.
30
Inter-Tel® Model 8520 User Guide
USINGTHE SPEAKERAND MICROPHONE
If you are not using a headset, you can talk handsfree using your speaker and microphone. You can also use the speakerphone for on-hook dialing, call monitoring, and
background music.
Mute Button
To mute the microphone so that you can hear the other party, but they cannot
hear you (this does not put them on hold):
MUTE
Press .
To return to the call:
MUTE
Press .
Group Listen Using the Speaker
With the Group Listen feature, you can transmit a conversation over the speaker while
you use the handset or headset to continue speaking. This allows other people to hear
the caller while the caller can only hear you.
NOTE: You cannot use this feature on a handsfree call. You must be on a call using
the handset or a headset before entering the feature code.
To turn the group listen feature on or off during a call:
3
Press and dial
hear this tone).
12
. You hear a confirmation tone (the other party does not
GETTING STARTED
NOTE: If you are using the handset, the button lamp will remain unlit, even though
the speaker is on. This allows you to place the call into handsfree mode at any time during the call by pressing and hanging up. If you are using a headset, however, the
button lamp is lit. Pressing will disconnect the call.
Inter-Tel® Model 8520 User Guide
31
GETTING STARTED
Enhanced Speakerphone Mode
The Enhanced Speakerphone Mode improves transmission quality while on a speakerphone call over a limited volume level range (typically the range is 1 to 3).
NOTE: To use this feature, the system administrator or installer must program your
endpoint for Enhanced Speakerphone Mode.
To enable enhanced speakerphone mode while on a call:
EITHER, Press and then .
OR, Press
and dial. The speakerphone will return to standard mode
3
when you end the call.
There will be about one second of white noise while the speakerphone circuitry is calibrated to the call. (Both parties should avoid speaking during this white noise.) If the
speakerphone cannot be calibrated correctly, displays show CANNOT ENABLE
ENHANCED MODE.
NOTE: Two display endpoints cannot be in enhanced mode while on a call together;
one endpoint must be off-hook to allow the other endpoint to enter enhanced speakerphone mode.
ALSO: On some long-distance calls, the outside party may hear his or her own echo
when speaking. If the amount of echo is objectionable, do not use the Enhanced
Speakerphone Mode.
0
1
32
Inter-Tel® Model 8520 User Guide
USINGTHE MESSAGE BUTTON
In today’s busy world, it’s almost guaranteed that you will call someone that is on
another call, does not answer, or is in DND. But, with the button, you can let
the other person know you called.
When you leave a message, you can:
•Have the called party return your call. When the party you called responds to
the message indication, a call is automatically placed to your endpoint.
•Leave a message with the called party’s message center (which can be a person or voice mail). When the party you called responds to the message, a call is
automatically placed to his or her message center instead of your endpoint.
To indicate that a message is waiting, your endpoint’s button flashes, and the
display shows the number of waiting messages.
Leaving Messages
To leave a station message while on an intercom call, press and hang up.
To leave a voice mail message while on an intercom call, press
the message center to answer.
To leave a silent message without placing an intercom call:
1. Dial .
2. Dial the desired extension number and hang up to leave a station message.
To cancel a message that you left at another endpoint:
1. Dial .
2. Dial the extension number of the endpoint where you left the message.
367
366
MSG
MSG
MSG
MSG
GETTING STARTED
and wait for
Retrieving Messages
To retrieve a message (Message button and lamp are flashing):
Lift the handset and press . A call is automatically placed to the endpoint or
message center that left the message. (See the following section for information about
entering your mailbox.)
To select the message you want to answer first:
1. With the handset in the cradle, press repeatedly to view your waiting
messages.
2. When the desired message is displayed, press or lift the handset for privacy
and then press
To cancel a waiting message:
1. Press repeatedly to view your waiting messages.
2. Press to cancel the desired message when it is displayed.
Inter-Tel® Model 8520 User Guide
MSG
MSG
#
to respond.
MSG
#
33
ACCESSING YOUR MAILBOX
If you have a message waiting in your mailbox, you must access your mailbox to
retrieve it.
NOTE: If your telephone system uses Enterprise Messaging (EM), your mailbox may
have the Automatic Speech Recognition (ASR) feature enabled. When ASR is enabled
for your mailbox, you have the option of issuing a spoken command or pressing a dialpad button. See page 10 for ASR guidelines.
ALSO: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.
See page 75 for information and instructions about using the advanced mailbox.
When you access your mailbox, depending on the voice processing system, enabled
features, and mailbox status, you may hear one of the following messages:
•Mailbox almost full or full: If your mailbox is full, no new messages can be
GETTING STARTED
received until you delete waiting or saved messages.
•Quota grace limit reached: The quota grace limit is an EM feature. If this fea-
ture is enabled, it allows a mailbox to “overfill” beyond normal capacity. When
the quota grace limit has been reached, this announcement is played.
•Message count and type: The system announces the number of new and/or
saved messages that are in your mailbox. The system also informs you if the messages are priority messages. If E-Mail Reader is enabled for your mailbox, the
media type is indicated.
•Remote Messaging: The system indicates if the Remote Messaging feature is
enabled (see page 54). It also alerts you if a programming error has been detected
when attempting to place a Remote Messaging call.
To access your mailbox:
1. Dial the voice mail extension number. (You hear the main menu.)
2. During or after the greeting, say “Login” or press to identify yourself as a
subscriber.
3. Say or enter your mailbox number.
4. Enter your mailbox password (if programmed), then press . If you do not
have a password, press to bypass the password prompt. See page 49 for
information on programming passwords.
#
#
34
NOTE: Generally, saying “Skip” or pressing during any voice mail operation will
advance you to the next step. For example, when leaving a voice mail message for
another voice mail user, you can say “Skip” or press to skip the person’s introductory message and proceed directly to the recording phase. Similarly, while listening to
messages, you can say “Skip” or press to skip the system-generated voice prompts
and proceed directly to the playback phase. Also, at any menu level, you can say “Cancel” or press to cancel or return to the previous menu.
#
#
#
Inter-Tel® Model 8520 User Guide
DISABLINGAND ENABLING ASR
If your telephone system uses Enterprise Messaging (EM), your mailbox may have
the Automatic Speech Recognition (ASR) feature enabled. When ASR is enabled for
your mailbox, you have the option of issuing a spoken command or pressing a dialpad
button.
If your environment prevents you from using ASR, you can temporarily disable it by
accessing option number eight on the main subscriber menu. This option disables
ASR for that particular call only.
Option number eight is used as a toggle, and you can re-enable ASR by pressing the
number eight again on the main subscriber menu only. Also, if you press a dialpad
digit at the main subscriber menu to access mailbox functions, ASR is automatically
turned off and will remain off for the rest of the call.
For ASR guidelines, see page 10.
NOTE: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.
See page 75 for information and instructions about using E-Mail Reader features.
To temporarily disable ASR:
1. Access your mailbox as described on page 34.
2. Say “Disable” or press to disable ASR for the call.
NOTE: To enable ASR after disabling it, press until you are back at the main menu.
Press to enable ASR.
8
8
GETTING STARTED
Inter-Tel® Model 8520 User Guide
35
ACCESSING VOICE MAIL MESSAGES
When you access your mailbox, you can listen to new and saved voice mail messages.
After listening to your voice mail messages you can access the associated options.
NOTE: If your telephone system uses Enterprise Messaging (EM), your mailbox may
have the Automatic Speech Recognition (ASR) feature enabled. When ASR is enabled
for your mailbox, you have the option of issuing a spoken command or pressing a dialpad button. See page 10 for ASR guidelines.
ALSO: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.
See page 75 for information and instructions about using E-Mail Reader features.
Listening to Voice Mail Messages
To listen to voice mail messages:
GETTING STARTED
1. Access your mailbox as described on page 34.
2. If E-Mail Reader is enabled for your mailbox, say “Voice Mail” or press .
If E-Mail Reader is not enabled for your mailbox, skip this step.
3. Select one of the following:
• Say “New” or press to listen to new messages.
1
• Say “Saved” or press to listen to saved messages.
4. While you are listening to a voice mail message, you can use the following
options:
• Say “Skip” or press
#
• Say “Back up” or press to “rewind” a few seconds and replay the mes-
sage.
• Say “Pause” or press to pause. (Say “Continue” or press to continue.)
• Say “Forward” or press to skip ahead.
• Say “Lower” or press to lower the volume.
• Say “Envelope” or press to play the message envelope.
• Say “Higher” or press to raise the volume.
• Say “Save” or press to save the new message in your mailbox.
7
• Say “Delete Message” or press to delete the message.
3
to skip to the end of the recording.
1
2
3
4
5
6
9
1
#
36
NOTE: You may be prompted to confirm deleting the message. Say “Yes” to
delete the message or “No” to cancel the request to delete the message.
Inter-Tel® Model 8520 User Guide
5. When the message has finished playing, you have the following options:
• Say “Replay” or press to replay the message from the beginning.
• Say “Reply” or press to reply to the message. You have the following
1
2
options:
– Say “Voice Mail” or press to leave a voice mail message for the
1
caller.
If the caller has a mailbox number, you are prompted to verify the desti-
nation by saying “Yes” or by pressing .
#
If the number was not associated with a mailbox, the prompt requests a
mailbox number.
If the message was from an outside caller, you cannot leave a voice mail
message.
– Say “Call Back” or press to make a return call. Your call will be
2
transferred automatically to the caller’s extension or telephone number,
if the number is available.
If the user is not available, you will have the option of leaving a voice
mail message.
If the telephone number is not available, you cannot reply to the message.
• Say “Forward” or press to forward a copy of the message to another sub-
3
scriber. If you want to include an introduction, say “Record” or press .
Otherwise, say “Accept” or press to forward the message without addi-
#
tional comments.
• Say “Previous” or press to listen to the previous message.
• Say “Envelope” or press to play the introductory message envelope (see
4
5
page 49for information on envelope options).
• Say “Next” or press to listen to the next message.
• Say “Save” or press to save the new message in your mailbox.
• Say “Delete Message” or press to delete the message.
6
7
9
GETTING STARTED
1
NOTE: You may be prompted to confirm deleting the message. Say “Yes” to
delete the message or “No” to cancel the request to delete the message.
Hang up.
6.
Inter-Tel® Model 8520 User Guide
37
GETTING STARTED
Recovering Deleted Voice Mail Messages
If you accidently delete a voice mail message, you can retrieve it within a specific
time frame (programmed by your system administrator). Any retrieved messages are
then restored to your saved-message queue. Messages that are not undeleted within
the programmed time (up to 24 hours) are automatically erased.
NOTE: If E-Mail Reader is enabled for your mailbox, you can also recover deleted e-
mail and fax messages. See page 85 for instructions about how to recover deleted
voice mail, e-mail, and fax messages.
To recover deleted voice mail messages:
1. Access your mailbox as described on page 34.
2. Say “Options” or press for Message Options.
3. Say “Recover” or press to access undelete options.
4. EITHER, Say “Listen” or press to listen to your deleted messages and choose
which ones to recover. After each message you can:
• Say “Replay” or press to replay the message.
• Say “Reply” or press to reply to the message.
• Say “Forward” or press to forward the message.
• Say “Previous’ or press to listen to the previous message.
• Say “Envelope” or press to play the message envelope.
• Say “Next” or press to listen to the next message.
• Say “Recover” or press to recover the message.
OR, say “Recover” or press
OR, Say “Purge” or press to permanently delete all deleted messages.
5. Hang up.
5
2
1
1
2
3
4
5
6
7
2
to recover all deleted messages.
3
38
Inter-Tel® Model 8520 User Guide
Recording and Sending Voice Mail Messages
You can record and send voice mail messages by accessing the record option on the
main menu.
NOTE: If E-Mail Reader is enabled for your mailbox, a reply to an e-mail message (see
page 81) is a recorded voice message that is attached to the e-mail as a .wav file.
To record and send voice mail messages:
1. Access your mailbox as described on page 34.
2. Say “Record” or press .
3. Say or enter the desired mailbox number or group list number. The system
2
announces the name assigned to the mailbox number or group list number. You
have the following options:
• Say “Yes” or press to accept the subscriber’s name.
#
• Say “No” or press to start over.
4. Record your message after the tone. While recording, you have the following
options:
• Press to pause while recording. (Say “Continue” or press to con-
2
#
tinue.)
• Press to erase and re-record your message.
5. When finished recording, you can press to access the following options:
• Say “Send” or press to send the message and return to the voice mail
3
#
#
options.
• Say “Cancel” or press to cancel the recording.
• Say “Replay” or press to replay your message.
• Say “Append” or press to add to your message.
• Say “Erase” or press
1
2
3
to erase and re-record your message.
GETTING STARTED
Inter-Tel® Model 8520 User Guide
39
GETTING STARTED
• Say “Copy” or press to copy your message to other mailboxes. Say or
4
enter the desired mailbox number or group list number. The system
announces the name assigned to the mailbox number or group list number.
You have the following options:
– Say “Yes” or press to accept the subscriber’s name.
#
– Say “No” or press to start over.
Press
• Say “Options” or press to use the special delivery options. You can then
when you are done adding mailboxes.
9
use one or more of the following options:
– Say “Private” or press to mark the message “private.” (This prevents
1
the recipient from forwarding it to other subscribers.)
– Say “Certified” or press to mark the message “certified.” (When the
2
recipient listens to the message, you will receive a receipt notice.)
– Say “Priority” or press to mark the message “priority.” (This will
3
place your message ahead of all other waiting messages in the receiving
mailbox.)
– Say “Send” or press to send the message and return to the voice mail
#
options.
– Say “Cancel” or press to cancel delivery options.
NOTE: If you select the copy or special delivery options and then do not respond
to the prompts, the system will time out and deliver your message to the original
recipient.
40
Hang up.
6.
Inter-Tel® Model 8520 User Guide
Canceling Unheard Voice Mail Messages
You can cancel unretrieved messages that you have sent to individuals, but not messages that you sent to group lists.
To cancel unheard voice mail messages:
1. Access your mailbox as described on page 34.
2. While listening to the voice mail main menu, say “Options” or press for
Message Options.
3. Say “Unheard” or press .
4. When prompted, say or enter the number of the mailbox containing the unheard
message.
5. Say “Yes” or press to confirm the mailbox you are selecting. Voice mail will
tell you how many messages you have waiting at the mailbox and play them for
you. After each message, you can:
• Say “Replay” or press to replay the message.
• Say “Append” or press to add to the message.
• Say “Forward” or press to forward the message to another mailbox.
• Say “Previous” or press to listen to the previous message.
• Say “Envelope” or press to play the message envelope.
• Say “Next” or press to listen to the next message.
• Say “Save” or press to save the message in your mailbox.
• Say “Delete Message” or press to delete the message.
NOTE: You may be prompted to confirm deleting the message. Say “Yes” to
delete the message or “No” to cancel the request to delete the message.
1
#
1
2
3
4
5
6
7
9
5
GETTING STARTED
6. Hang up.
Inter-Tel® Model 8520 User Guide
41
USING DO-NOT-DISTURB MODE
If you are away from your desk, or if you do not want to be disturbed, you can use the
DND feature. This halts all pages and calls to your endpoint, except queue callbacks,
recalls, and direct ring-in calls. When other users call your endpoint, they hear a
repeating signal of four fast tones and, if they have a display endpoint, see the DND
message you have selected.
Your telephone system can have up to 20 different DND messages, each of which can
be changed by the system administrator, installer, or programmer. Your trainer or system administrator will give you a list of the programmed DND messages. For convenience, you should update the following default list.
DEFAULT MESSAGE NEW MESSAGEDEFAULT MESSAGE NEW MESSAGE
01 DO-NOT-DISTURB11 OUT OF TOWN ’TIL
GETTING STARTED
02 LEAVE A MESSAGE12 OUT OF OFFICE
03 IN MEETING UNTIL13 OUT UNTIL
04 IN MEETING14 WITH A CLIENT
05 ON VACATION/
HOLIDAY ’TIL
06 ON VACATION/
HOLIDAY
07 CALL ME AT17 IN CONFERENCE
08 AT THE DOCTOR18 AWAY FROM DESK
09 ON A TRIP19 GONE HOME
10 ON BREAK20 OUT TO LUNCH
15 WITH A GUEST
16 U NAVAI LABLE
42
Because the system DND message only uses one line of your display, you can enter a
second line of text, up to 16 characters. For example, if you select 03 (IN MEETING
UNTIL) as your first line of text, you can enter “3:30” as your second line. Callers
with a display endpoint will then see, “IN MEETING UNTIL 3:30.”
Inter-Tel® Model 8520 User Guide
BUTTON
1
2
3
4
5
6
7
8
9
0
To enable DND:
1. Press .
2. EITHER, Dial the two-digit number corresponding to the message you want to
DND
use (see table on the previous page).
OR, Press the (high) or
(low) end of the volume button to scroll through
the messages.
3. If desired, customize the second display line by dialing the desired numbers or
letters as described below:
• Remain in numeric mode (Message button and lamp unlit): Press the dialpad
buttons to dial the desired numbers. Press for a hyphen (-), for a colon
FWD
(:), to leave a space, or
MUTE
#
to backspace.
• Change to alphanumeric mode (Message button and lamp lit): Press
and then press the dialpad buttons to enter the desired characters. (Note that
letters correspond to the letters printed on the buttons.) The number of times
a button is pressed determines which character is entered. For example,
33377744432999 enters “FRIDAY.” When adjoining characters are located
under the same button, press once to advance to the next character.
For example, 6 666 6632999 enters “MONDAY.” Press
FWD
twice to leave a space or press if you need to backspace.
4. Press or lift and replace the handset.
FWDFWD
FWD
MUTE
To cancel DND mode:
DND
Press .
NUMBER OF TIMES BUTTON IS PRESSED
123 4 567891011
ENGLISH CHARACTERSJAPANESE CHARACTERS*
-&( ) 1AIUEOa
ABC ' 2KAKIKUKEKOi
DEF ! 3SASHISUSESOu
GH I * 4TACHITSUTETOe
JKL#or /
MNON or #
PQR S 7MAMIMUMEMOya
TUV ? 8YAYUYO.,yu
WX Y Z 9RARIRUREROyo
@: . , 0WAWONpabalong
5NANINUNENOo
*
6HAHIFUHEHOtsu
*
GETTING STARTED
MSG
*The Japanese characters are only available if the Multilingual feature is enabled and Japanese is
installed as the secondary language.
**The character available depends on the software version.
Inter-Tel® Model 8520 User Guide
43
USING REMINDER MESSAGES
Never be late for a meeting again! With Reminder Messages, you can program your
endpoint, up to 24 hours in advance, to alert you at a specified time. At the programmed time, the reminder message signals you with eight short tones, and your display shows the message. If you are on a call, you still hear the tones, and the message
displays for ten seconds. Then the display returns after you hang up. (Reminder displays interrupt, but do not affect, programming.)
Your telephone system can have up to 20 different reminder messages, each of which
can be changed by the system administrator, installer, or programmer. Your trainer or
system administrator will give you a list of reminder messages for your system. For
convenience, you should update the following default list.
2. EITHER, Dial the desired two-digit number for the message that you want.
OR, Press or to scroll through the messages.
3. While the desired message is displayed, press .
4. Enter the time you wish to receive the message in hours and minutes. For exam-
ple, 0900 = 9:00. If you dial three digits, such as 900 for 9:00, press .
If your system is set for 24-hour format, you must enter the time appropriately
(e.g., 1400 = 2:00PM).
If your system is set for 12-hour display format, press for AM or for PM.
To cancel all reminder message requests before they signal you:
Now that you’ve mastered the basics, it’s time to move on to the advanced features. In
this section, you’ll learn how to program your endpoint, use directories, access your
mailbox remotely, and perform various other functions.
SETTING ENDPOINT PREFERENCES
Your endpoint is automatically set to specific defaults. You can, however, configure
many of these settings at any time. Customizable features on your endpoint include
changing volume levels, enabling background music, selecting a ring tone, and others.
Changing Volume Levels
The telephone system has eight volume settings: handset intercom, handset outside
call, speakerphone intercom, speakerphone outside call, background music, ringing,
handset intercom dial tone, and speakerphone intercom dial tone.
NOTE: To change each of these levels, you must be using that feature. For example, if
you want to change the speakerphone level for an intercom call, you must be on a
handsfree intercom call.
To change a volume level:
Press (the high end of the volume button) to increase the volume. Press (the
low end of the volume button) to decrease the volume.
MOVING ON
To save your change:
EITHER, Press both ends of the volume button.
OR, Press the middle of the volume button.
Selecting a Ring Tone
The ability to change your ring tone is helpful in close-quartered environments. If
your ring tone is unique, you can quickly identify when a call is ringing on your endpoint.
To select the type of ring tone for your endpoint:
1. With the handset in the cradle, dial .
2. Do one of the following to select your ring tone:
• EITHER, Press for no ringing.
• OR, Press
• OR, Dial 1-9 to select a specific tone.
3. When you hear the tone you want, press or , or lift and replace the handset.
46
39
0
8
or to scroll to the desired tone.
#
Inter-Tel® Model 8520 User Guide
Enabling Background Music
If your telephone system is equipped with a music source, you can listen to music
through your speaker.
To enable or disable background music:
3
3
Dial
1
.
Changing Keymaps
Keymaps identify where feature buttons appear on your endpoint. While all endpoints
are programmed with a standard keymap, some endpoints have alternate keymaps
(ask your system administrator). If you have an alternate keymap, you can switch
between the keymaps by dialing a specific feature code.
To switch between keymaps when your endpoint is idle:
With the handset in the cradle, dial
399
.
To switch between keymaps during a call:
Press and dial
399
.
Enabling Automatic Call Answer
The Automatic Call Answer feature determines whether or not you are automatically
connected to a caller when you lift the handset (or press ). If this feature is enabled,
you are automatically connected when you go off-hook. If it is disabled, you must
first lift the handset (or press ) and then press the flashing button.
To enable/disable this feature for ringing outside calls:
With the handset in the cradle, dial
To enable/disable this feature for ringing (non-handsfree) intercom calls:
With the handset in the cradle, dial
360
.
36
.
MOVING ON
1
Inter-Tel® Model 8520 User Guide
47
Changing the Language
MOVING ON
When your telephone system is installed, the system administrator can choose two of
four different languages (American English, British English, Japanese, or Spanish) as
the primary and secondary languages. You can then change the display and voice mail
prompts on your endpoint by toggling between the primary and secondary languages.
For example, if the system’s primary language is American English, and your endpoint is programmed for the primary language, all displays appear in American
English, and your voice mail prompts are played in American English (unless
changed, as outlined below). If the secondary language is Japanese, and your endpoint
is programmed for the secondary language, all displays appear in Japanese (Katakana)
characters, and your voice mail prompts are played in Japanese.
NOTE: You can only use the secondary language voice mail prompts if they are
loaded on the system. By default, all endpoints are set for the primary language. See
your system administrator to determine which languages are programmed for your telephone system.
You can also program messages using English/Spanish or Japanese characters, or a
combination of both (see page 66 for a list of characters). In displayed lists, such as
directories, the English/Spanish characters are alphabetized before the Japanese characters.
To change the assigned language for your endpoint:
Dial
30
1
to change between your system’s primary and secondary languages,
as desired. Your display shows the current language.
Returning to Default Operation
You can return your endpoint to default levels at any time. This feature returns volumes to default levels; cancels DND, manual call forwarding, background music, and
queue requests; and restores handsfree mode, pages, hunt group calls, and system forwarding all at once.
To return your endpoint to default:
4
39
Dial
48
.
Inter-Tel® Model 8520 User Guide
SETTING MAILBOX PREFERENCES
Your mailbox contains personal options to allow you to customize voice mail functions. However, before you change your voice mail options, you must first initialize
your mailbox (see page 16).
NOTE: If your telephone system uses Enterprise Messaging (EM), your mailbox may
have the Automatic Speech Recognition (ASR) feature enabled. When ASR is enabled
for your mailbox, you have the option of issuing a spoken command or pressing a dialpad button. See page 10 for ASR guidelines.
ALSO: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.
See page 75 for information and instructions about using E-Mail Reader features.
Changing Your Mailbox Password
Your password prevents unauthorized access to your mailbox. When you first initialize your mailbox, you are prompted to change your password from the default (your
mailbox number).
You can change your mailbox password at any time. The new password can be up to
12 digits long and must be numeric.
To change your mailbox password:
1. Access your mailbox as described on page 34.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “Password” or press .
If you want a password, enter a new password using digits 0-9 (up to 12 digits),
and then press when you are done. The messaging system plays back your
#
password.
If you do not want to use a password, just say “Skip” or press .
4. Say “Accept” or press to accept the password as entered or say “Re-enter” or
3
press to erase and re-enter your password.
5. Hang up.
4
3
#
MOVING ON
#
Inter-Tel® Model 8520 User Guide
49
Changing the Voice Mail Message Envelope
MOVING ON
When you receive a voice mail message, the voice mail system plays an “envelope”
that can include the time and date the message was left, the source of the message,
and/or the message length. By default, the envelope contains all of this information,
but you can change your envelope, as described below.
NOTE: If E-Mail Reader is enabled for your mailbox, you can also change your e-mail
and fax message envelopes. See page 86 for instructions about how to change your
voice mail, e-mail, and fax message envelopes.
To change your voice mail message envelope:
1. Access your mailbox as described on page 34.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “Envelope” or press to select the Message Envelope Options Menu.
4
4
You can then do any of the following:
• Say “Time, Date” or press to enable or disable the time and date options.
• Say “Source” or press to enable or disable the message source option.
• Say “Length” or press to enable or disable the message length option.
• Say “All Options” or press to enable all options and return to the Per-
1
2
3
4
sonal Options Menu.
• Say “None” or press to disable the entire envelope and return to the Per-
5
sonal Options Menu.
• Say “Accept” or press
• Say “Cancel” or press
4. Hang up.
#
to accept the changes.
to return to the Personal Options Menu.
50
Inter-Tel® Model 8520 User Guide
Changing the Call Screening Transfer Method
NOTE: The Call Screening feature is available only if it is enabled for your mailbox.
Contact your voice mail administrator to see if this feature is enabled for your mailbox.
Depending on the transfer method you select, calls that are transferred from your
mailbox may be one of the following:
•Unannounced Calls: Calls are sent directly to your extension.
•Announce-Only Calls: Before voice mail 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 voice mail 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 choose whether or not to accept the call.
See page 65 for instructions about using the call screening feature.
To change your transfer method (if enabled):
1. Access your mailbox as described on page 34.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “More” or press for More Options.
4. Say “Transfer” or press . The system tells you what your current transfer
method is. You can then select the desired transfer method, as follows:
• Say “Unannounced” or press to select unannounced transfers.
• Say “Screened” or press to select screened transfers.
• Say “Announce” or press to select announce-only transfers.
• Say “Cancel” or press to return to the Personal Options Menu without
making changes.
5. Hang up.
4
9
5
1
2
3
MOVING ON
Inter-Tel® Model 8520 User Guide
51
Programming a Fax Destination
MOVING ON
With the Inter-Tel voice processing system, when you specify a fax destination number for your mailbox, callers can access your mailbox to send a fax to your fax
machine.
To change your fax destination number:
1. Access your mailbox as described on page 34.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “More” or press for More Options.
4. Say “Number” or press .
5. Say or enter the number of your fax destination. (If you entered the letters using
the dialpad, press when you are done.)
6. EITHER, say “Accept” or press to accept the number.
OR, say “Re-enter” and press to erase and re-enter the number.
7. Hang up.
4
9
1
#
#
3
52
Inter-Tel® Model 8520 User Guide
Changing the Message Search Order
You can change the order in which you retrieve your messages based on the date and
time you receive them. When more than one message is left in your mailbox, they are
available for you to access in the order you specify. The search order, can be configured as first in/first out, or last in/first out.
NOTE: If E-Mail Reader is enabled for your mailbox, when you change the message
search order, your changes apply to your voice mail, e-mail, and fax messages.
To change the message search order:
1. Access your mailbox as described on page 34.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “More” or press for More Options.
4. Say “Order” or press for the Message Search Order.
5. Select one of the following options:
• Say “New” or press to change the search order for new messages.
• Say “Saved” or press to change the search order for saved messages.
6. Your current message search order is played. Select one of the following
options:
• Say “First” or press to retrieve the earliest-received messages first (First
In/First Out).
• Say “Last” or press to retrieve the latest-received messages first (Last In/
First Out).
• Say “Cancel” or press to return to the Personal Options Menu without
making changes.
7. Hang up.
4
9
2
1
2
1
2
MOVING ON
Inter-Tel® Model 8520 User Guide
53
Programming Remote Messaging
MOVING ON
NOTE: The Remote Messaging feature is available only if it is enabled for your mail-
box. Contact your voice mail administrator to see if this feature is enabled for your mailbox.
ALSO: The remote messaging feature is supported for voice mail messages only. If E-
Mail Reader is enabled for your mailbox, you cannot use remote messaging for e-mail
and fax messages.
With Remote Messaging, you can program voice mail to call you when your mailbox
receives new voice mail messages. Using a “cascade” (a series of up to nine telephone
numbers), voice mail will call each number until it successfully connects to a device
(e.g., pager, answering machine, etc.).
Because your mailbox can have a primary and an alternate cascade of numbers, you
can program a cascade to be used during specific days and times. For example, if you
want to be paged when you receive a voice mail message from 5-10 PM on weekdays,
you can set up a primary cascade. If you also want to receive pages for messages
marked “priority” on the weekends, you could set your alternate cascade for all day
on Saturdays and Sundays.
54
Inter-Tel® Model 8520 User Guide
To set up remote messaging for voice mail messages (if enabled):
1. Access your mailbox as described on page 34.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “Remote” or press . You have the following options:
• Say “Primary” or press to set up a primary cascade.
• Say “Alternate” or press to set up an alternate cascade.
4. Say “Level” or press and then say or enter the number (1-9) of the level you
4
5
1
2
1
wish to program. You then have the following options:
• To set up or change an extension or outside number:
– Say “Number” or press .
– EITHER, say “Internal” or press for an extension number.
OR, say “Outside” or press for an outside number.
2
1
2
– Say or enter the number.
• To set up or change pager notification:
– Say “Pager” or press .
– Say “Personal” or press .
Say “Change” or press to enable or disable the number.
5. Say “Days” or press . Then select one of the following:
3
• Say “Weekdays” or press for Monday-Friday.
• Say “Days” or press for all days.
• Say “Day” or press to select individual days. You are prompted to say or
1
2
1
1
2
3
press numbers 1-7 which correspond to the days Sunday through Saturday.
6. Say “Time” or press . Then say or enter the times you want the message noti-
2
fication to start and stop. Enter or say the times with two digits for the hour and
two digits for the minutes (e.g., 0900 = 9:00). If entering the time in 12-hour format:
• Say “AM” or press for AM.
• Say “PM” or press for PM.
1
2
MOVING ON
NOTE: For 24-hour notification, program the starting and ending times to be
the same.
7. Say “Category” or press . You have the following options:
• Say “All Messages” or press for all messages.
• Say “Priority” or press for priority messages only.
8. Hang up or press to save the settings and exit.
NOTE: If for some reason voice mail is not able to use your remote notification, your
mailbox will receive a message stating that notification could not be completed.
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SPEED DIALING
Station Speed Dial
MOVING ON
Speed dialing allows you (and your system administrator) to store and access frequently dialed numbers. Each number is stored in your endpoint (Station Speed Dial)
or in the telephone system (System Speed Dial) and is identified by a location number. Once programmed, you can quickly dial these numbers by entering a feature code
and dialing the desired location number. Because the system supports both Station and
System Speed-Dial numbers, you can have access to over 1000 stored numbers.
You can program and use up to ten personal speed-dial numbers on your endpoint. In
addition, if you have programmable feature buttons, you can program them as speeddial buttons for one-touch dialing. To use a speed-dial button, you must:
•Store the number in a speed-dial location.
•Program an available feature button as a speed-dial button.
•Associate a speed-dial location with the new speed-dial button.
NOTE: You can use the Speed-Dial feature even if your endpoint does not have
programmable feature buttons.
Programming Station Speed-Dial Numbers
To store a speed-dial number, use the Station Speed-Dial Programming feature code
to program the number in a speed-dial location. Use the following table to list the
numbers that you store in speed-dial locations 0-9.
2. Dial the speed-dial location (0-9) you want to program.
3. Enter the desired name for the speed-dial number, as described below:
3
8
• Alphanumeric mode (Message button and lamp lit): Press the dialpad buttons
to enter the desired characters. (Refer to the chart on page 66.) The number
of times a button is pressed determines which character is entered. For example, 533266 would enter “JEAN.” When adjoining characters are located
under the same button, press once to advance to the next character.
For example, 66
FWD
correspond to the letters printed on dialpad buttons 2-9.) Press twice
to leave a space. Press if you need to backspace.
• Press to save the name.
4. Dial the extension number or telephone number to be stored, as described below:
#
MUTE
FWD
6667776 would enter “NORM.” (Note that letters
FWD
• Numeric mode (Message button and lamp unlit): Enter the number.
NOTE: You cannot use hyphens or colons in the number. If your number
includes an asterisk, pound, a hookflash (a quick hang up and release), or a
pause, press once for an asterisk, twice for a pound, three times for a
hookflash, or four times for a pause. (Each pause or hookflash counts as one
digit.) You can enter more than one special character in a row by pressing
FWD
between the characters.
MOVING ON
• Press to save the number.
NOTE: To dial outside telephone numbers without first selecting an outgoing
line, enter the Outgoing access code (default is ) before the outside telephone number.
To erase a Station Speed-Dial name and/or number:
1. With the handset in the cradle, dial .
2. Dial the desired location code (0-9) or press the desired Station Speed-Dial but-
ton.
3. Press repeatedly until the name is erased.
4. Press to continue.
5. Press repeatedly until the number is erased.
6. Press to exit.
Inter-Tel® Model 8520 User Guide
MUTE
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MUTE
#
#
8
3
3
8
57
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Creating Station Speed-Dial Buttons
If your endpoint has programmable buttons, you can program one or more as speeddial buttons. After the button is programmed, you must select a speed-dial location to
associate with the button.
NOTE: Before you program a speed-dial button, you need to store a number in a
speed-dial location (see the previous instructions).
To program a speed-dial button:
1. With the handset in the cradle, dial .
39
2. Press the feature button you want to program as a speed-dial button.
3
2
3. Dial .
8
4. Dial the speed-dial location (0-9) that contains the number you want to associate
7
with the button.
To view how your Station Speed-Dial buttons are programmed:
1. With the handset in the cradle, dial .
2. Press the desired Station Speed-Dial button. The name or number is displayed.
3. Press to exit.
#
396
Dialing Station Speed-Dial Numbers
To dial a Station Speed-Dial number:
If necessary, select an outgoing line. You have the following options:
•To use a location number: Press
STN SPDL
or dial and then enter the
3
desired Station Speed-Dial location number (0-9).
•To use a Station Speed-Dial button: Press the desired Station Speed-Dial button.
2
8
System Speed Dial
Your system administrator can store several speed dial numbers in the system speed
dial locations. Depending on the size of your system, you can access up to 1000 or up
to 5000 system speed dial locations, if they have been programmed.
To dial System Speed-Dial numbers:
1. Press or dial .
2. Dial the location code (000-999 or 0000-4999) for the desired number.
3. Press to dial the number.
58
SYS SPDL
3
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Inter-Tel® Model 8520 User Guide
USING RECORD-A-CALL
If your telephone system is equipped with a Voice Processor (voice mail), you may
have access to the Record-A-Call feature. If so, you can record an ongoing call as a
mailbox message. You can then retrieve the message, just as you would any other
mailbox message.
NOTE: The Record-A-Call feature remains active after the other party hangs up. This
allows you to append the recorded call with your own message.
To use the Record-A-Call feature while on a call:
1. Press and dial .
2. If required, dial the desired mailbox number. (Your endpoint may be pro-
grammed to select the mailbox, or you may be required to dial it.)
You hear a confirmation tone when the Record-A-Call feature is activated.
To turn off Record-A-Call:
EITHER, Press and dial
OR, Hang up.
3
8
3
.
5
5
8
MOVING ON
Inter-Tel® Model 8520 User Guide
59
PAGING
The Paging feature allows you to make an announcement through endpoint speakers
or external speakers (if your system is equipped with external paging equipment). To
prevent announcements from transmitting through every endpoint in the system, this
feature uses page zones. Each zone contains a different combination of extensions and
external paging equipment, and is programmed by your system administrator. Ask
your trainer or system administrator how the zones are programmed, and list them
below for your convenience.
NOTE: The Model 8520 endpoint has a button, which is programmed to a spe-
cific page zone. If you do not know which page zone is programmed for this button, ask
your system administrator.
PAG E
You can enable or disable page receiving for your endpoint by using the Page
Remove/Replace feature code. If your endpoint is assigned to more than one page
zone, all zones are removed or replaced at once (you cannot turn off individual
zones).
To turn paging on and off for your endpoint:
Dial
3
5
2
.
To make pages:
1. Press or dial .
2. Dial the desired zone number (0-9).
3. After the tone, make your announcement and hang up.
PAG E
7
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Inter-Tel® Model 8520 User Guide
PERFORMINGA “HOOKFLASH” DURINGA CALL
Certain telephone service companies may require a timed hookflash (a quick hang up
and release).
To generate a hookflash while using a line:
Press and dial
330
.
NOTE: This features is known as a “Recall” in European systems.
PROGRAMMING YOUR FEATURE BUTTONS
Depending on how your system is programmed, some of your feature buttons may be
“user-programmable.” If so, you can program them with any of the feature codes
listed in the back of this user guide. The buttons on the Mini-DSS can also be programmed as feature buttons. In addition, you can combine the feature button and Station Speed-Dial functions to program a feature button to dial an outside number.
NOTE: You cannot program secondary extension buttons as feature buttons (see Pro-
gramming Secondary Extension Buttons on page 62).
To program a user-programmable feature button:
1. With the handset in the cradle, dial .
2. Press the feature button you want to program.
3. Dial the feature code or extension number you want to store under that button.
(Refer to page 94 for default feature codes.)
To return all feature buttons to their original default values:
With the handset in the cradle, dial
To display the current feature button values:
1. With the handset in the cradle, dial .
2. Press the feature button(s) you want displayed.
3. Press to exit.
397
395
.
396
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61
PROGRAMMING DIRECT STATION SELECTION BUTTONS
A button programmed as a Direct Station Selection/Busy Lamp Field (DSS/BLF) button provides a way to dial the associated extension with one touch. In addition, if the
button is equipped with a lamp, you can visually monitor the status of the associated
extension.
To assign an extension to a DSS/BLF button:
397
MOVING ON
1. With the handset in the cradle, dial .
2. Press the DSS button(s) and dial the desired extension number.
Once programmed, you can use your DSS button as follows:
•You can place an intercom call to the extension that the DSS button is programmed for by pressing the button once.
•You can transfer a call to the extension that the DSS button is programmed for by
pressing the button once and hanging up. (For transferred calls that are forwarded
to voice mail you will hear repeating double tones, and the display will show
DEST FORWARDED TO VOICE MAIL.)
•You can visually monitor the status of the extension. The DSS/BLF lamps indicate the status of the extension or feature assigned to the button. These indications are shown in the table below.
If the lamp is...Then...
Solidly litThe associated extension is busy, or the associated feature is
enabled.
Flashing slowlyThe extension is in Do-Not-Disturb.
Flashing rapidlyThe extension has a call ringing in.
Fluttering continuously The extension is causing a STATION OFF-HOOK system alarm.
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NOTE: For the DSS buttons to work as described above, your system administrator
must define them as user-programmable in Database Programming.
Inter-Tel® Model 8520 User Guide
PROGRAMMING SECONDARY EXTENSION BUTTONS
With the Secondary Extension Appearances feature, you can program various buttons
on your endpoint (and on the Mini-DSS) to indicate the call activity at a different
extension (primary extension). In addition to being able to see when a call is ringing,
answered, or on hold, you can use your secondary extension button to answer a call
that is ringing at the primary extension. Your endpoint may also be programmed to
ring automatically when a given number of calls are waiting at the primary extension
(ask your system administrator).
There are two possible types of secondary extension buttons: programmable and nonprogrammable. If you have a non-programmable secondary extension button, only the
system administrator can change the associated extension. If you have a programmable button, you can change the extension, as described below.
NOTE: You can only assign the extension for a secondary extension button. You can-
not create or change the secondary extension button (e.g., make it a feature button).
To display the current secondary extension button assignment(s):
1. With the handset in the cradle, dial .
2. Press the secondary extension button(s) you want displayed.
To assign a primary extension to a secondary extension button (if enabled):
1. With the handset in the cradle, dial .
2. Press the secondary extension button and dial the desired extension number.
Once programmed, you can use your secondary extension button as follows:
•You can press your flashing secondary extension button to answer a call that is
ringing or holding on any button at the primary extension.
CALL
•You can press your unlit secondary extension button to place an intercom call to
the primary extension.
396
397
MOVING ON
NOTE: If the secondary button is flashing (i.e., a call is ringing at the primary exten-
sion), you can press before pressing the flashing button to place an intercom call to
the primary extension without answering the call. Or, you can just dial the primary
extension’s number.
To transfer a call back to the extension after you have answered it on your endpoint:
•To transfer to hold: Press the secondary extension button, announce the call (if
desired), and then hang up.
•To transfer to ring: Press and then the secondary extension button.
You can announce the call, if desired, before hanging up to complete the transfer.
Inter-Tel® Model 8520 User Guide
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TRANSFER
63
USING ACCOUNT CODES
If your telephone system is programmed to use the Station Message Detail Recording
(SMDR) feature, you might be required to enter account codes when you place a call.
These codes add information to telephone record reports that the system will periodically print.
There are three types of account codes:
•Standard account codes are automatically entered into the SMDR report whenever you place a call.
•Forced account codes must be dialed before you can place an outside call.
•Optional account codes can be entered at any time during a call.
NOTE: Your system administrator can tell you which types of account codes are used
on your telephone system.
To enter an optional account code:
1. Press and dial .
2. Enter the optional account code. If the account code is not immediately
accepted, press .
To set an account code for all calls placed from your endpoint:
39
MOVING ON
Dial
accepted, press . This code will be used for all calls made from your endpoint until
it is disabled.
To disable the code:
Dial
and then the account code. If the account code is not immediately
39
and press .
390
#
1
#
1
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Inter-Tel® Model 8520 User Guide
SCREENING CALLS
If desired, you can screen calls that are transferred from voice mail. This allows you
to accept and/or refuse specific calls. Depending on the call screening transfer method
you select (see page 51), calls from voice mail may be unannounced, announce only,
or screened.
When your mailbox is programmed for screened calls, you have the following options
when you receive a transfer:
•Say “Accept” or press to accept the call.
•Say “Replay” or press to replay the announcement.
•Say “Voice Mail” or press to send the call to voice mail.
•Say “Forward” or press
call to another extension.
•Say “Refuse” or press to refuse the call.
USINGTHE DIRECTORIES
#
1
2
3
and then enter the extension number to forward the
With directories, you can use your endpoint’s dialpad to find names and numbers. You
can then use the directory information to make calls, access features, or leave voice
mail messages.
NOTE: If ASR is enabled for the voice mail directory, you can search the directory
using spoken commands (see page 67).
Telephone Directory
The endpoint directory contains a list of the extension numbers, System Speed-Dial
numbers, feature codes, and their associated names. To search for an item, you can
enter the full or partial name. The system will then find the closest match. Once the
correct match is displayed on your endpoint, you can dial the number or press a button to access that extension or feature.
MOVING ON
Inter-Tel® Model 8520 User Guide
65
BUTTON
MOVING ON
To search the telephone directory using your dialpad buttons (see table below):
1. With the handset in the cradle, press .
2. Press for the intercom directory, for the outside directory, or for the
12
307
feature directory.
3. Enter letters or numbers (up to 10 characters) as described below:
• Remain in alphanumeric mode (Message button and lamp lit): Press the dial-
pad buttons to enter the desired characters. (Note that letters correspond to
the letters printed on dialpad buttons 2-9.) The number of times a button is
pressed determines which character is entered. For example, 77776444844
would enter “SMITH.” When adjoining characters are located under the
same button, press once to advance to the next character. For example, 5666
FWDFWD
advance and twice to leave a space or press to backspace.
FWD
66337777 would enter “JONES.” Press once to
MUTE
• Change to numeric mode (Message button and lamp unlit): Press the dialpad
buttons to enter an extension number. Press to backspace.
4. Press to begin the search. If desired, you can use the high/low end of the vol-
#
MUTE
ume button to move alphabetically through the directory.
To dial a number or feature code while it is displayed:
#
Press
1
2
3
4
5
6
7
8
9
0
.
NUMBER OF TIMES BUTTON IS PRESSED
123 4 567891011
ENGLISH CHARACTERSJAPANESE CHARACTERS*
-&( ) 1AIUEOa
ABC ' 2KAKIKUKEKOi
DEF ! 3SASHISUSESOu
GH I * 4TACHITSUTETOe
JKL#or /
MNON or #
PQR S 7MAMIMUMEMOya
TUV ? 8YAYUYO.,yu
WX Y Z 9RARIRUREROyo
@: . , 0WAWONpabalong
5NANINUNENOo
**
6HAHIFUHEHOtsu
**
3
*The Japanese characters are only available if the Multilingual feature is enabled and Japanese is
installed as the secondary language.
**The character available depends on the software version.
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Inter-Tel® Model 8520 User Guide
Voice Mail Directory
With the voice mail directory, subscribers and non-subscribers can use ASR (if
enabled) or dialpad digits to search for names in the directory. Subscriber names are
automatically added to the directory when their mailbox is initialized. ASR may not
be able to locate names that are pronounced differently than they are spelled. For
these types of names, use the alternate search method of spelling the name using the
endpoint dialpad digits (see table below).
You begin a search by dialing the system voice mail extension and selecting the directory option. You are prompted to say or spell the name of the mailbox user you want
to search for. For example, if you say the name John, the system locates all of the subscribers with the first or last name of John. The list of names returned might include
the names John Smith, John Jones, John Nielson, David John, Robert John, etc.
When one to 10 matches are located, you can browse the list of returned names by
selecting the Previous (say “Previous” or press ) and Next (say “Next” or press
) options. The directory lists are circular. That is, when the end of the list is
3
reached, the next name played will be the first name in the directory. When the correct
name is played say “Yes” or press to select it.
If the system locates more than 10 matches, you can either browse the list using the
options mentioned above, or filter the list by responding to the filtering questions generated by the system. Based on your responses, the system filters the list to include
first or last name matches only. If the system cannot locate an exact match, it returns
the closest match found.
To use the dialpad buttons to spell a name: When prompted, press the appropriate
dialpad buttons to spell the name. The number of times a button is pressed determines
which character is entered, as shown in the table below. When adjoining characters
are under the same button, press to advance to the next character. For example, 566666337777 enters “Jones.”
FWD
1
#
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FWD
BUTTON
1
2
3
4
5
6
7
8
9
0
Inter-Tel® Model 8520 User Guide
NUMBER OF TIMES BUTTON IS PRESSED
12345
-&( )1
ABC ‘ 2
DEF ! 3
GH I * 4
JKL#5
MNO ñ 6
PQRS7
TUV? 8
WX Y Z 9
@:.,0
67
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To perform a directory search:
1. Dial the voice mail number.
2. Say “Directory” or press .
3. Say the last name of the person you are searching for or press the appropriate
#
dialpad buttons to spell the name (see page 67). If 10 or fewer matches are located, you can access and browse the list immedi-
ately (see step 4.)
If the list contains more than 10 matches, you have the option to browse or filter
the list. (skip step 4. and see step 5.)
4. If 10 or fewer matches are located, you have the following options:
• Say “Yes” or press to accept the name that is played.
• Say “Previous” or press to browse to the previous name in the list.
• Say “More” or press to hear more information about the subscriber.
• Say “Next” or press to browse to the next name in the list.
• Say “New” or press to search for a new name.
• Say “Cancel” or press to exit the directory.
5. If more than 10 matches are located, the system prompts you to browse or filter
#
1
2
3
4
*
the list. Do one of the following:
• Say “Yes” or press to browse the list. (See step 4. for options).
• Say “No” or press to select the filter option and then respond to one of
1
2
the following filter questions:
– The system begins by asking you if the name you are searching for is the
last name. If it is, say “Yes,” press , say the last name, or spell the last
1
name.
– If you did not respond to the first question, the system asks if the name
you are searching for is the first name. If it is, say “Yes,” press , say
1
the first name, or spell the first name.
After the list has been filtered by first or last name, a smaller list of names is
returned. You can then browse the list and select the appropriate name (see step
4.)
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Inter-Tel® Model 8520 User Guide
PROGRAMMING REMOTE FEATURE ACCESS
If you are away from your desk and forgot to put your endpoint in DND, don’t worry.
With the Remote Feature Access, you can place your endpoint in DND or forward
calls from any other endpoint on the system. And, if you have a special dial-up line,
you can access your endpoint features from an outside line.
NOTE: For your convenience, a pocket-sized guide of the Remote Feature Access is
located in the front of this guide.
Remote Access Password
Before you use Remote Feature Access, you should program a password, as described
below.
To change the password from your endpoint:
1. Dial .
2. Enter your current password, followed by .
39
NOTE: Your extension number is your password at default.
2
#
3. Enter the new password followed by. You hear a confirmation tone.
4. Enter the new password again for verification followed by . You hear a con-
#
#
firmation tone.
To change the station password using remote programming, see Remote Feature
Access.
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Remote Feature Access
To access your endpoint from another endpoint:
1. EITHER, Call your Direct Inward System Access number (provided by your
system administrator). If required, enter your password.
OR, Use any endpoint on the system.
2. Enter .
3. Enter your extension number.
4. Enter your password followed by . You can now use any of the following fea-
359
tures.
To change the station password using Remote Programming:
a. Enter .
39
2
#
MOVING ON
b. Enter the new password, followed by .
c. Enter the new password again for verification, followed by .
#
#
To turn on DND:
a. Enter .
b. Enter the message number (01-20) and enter the optional second-line mes-
370
sage text.
To turn off DND: Enter
37
1
.
To turn on Call Forward:
a. Enter one of the following Call Forward feature codes.
All Calls
.......................
If No Answer ................
If Busy.........................
If No Answer or Busy .....
355
356
357
35
8
b. Enter an extension number or enter an outside line access code followed by a
telephone number.
To turn off Call Forward: Enter
5. Hang up.
355
.
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Inter-Tel® Model 8520 User Guide
REQUESTING AGENT HELP
Your telephone system may be programmed to support the Agent Help feature, which
allows you to request help from a designated “Agent Help Extension” (usually your
supervisor) during a call. When your request call rings at the Agent Help Extension,
the supervisor can choose to join the call or reject the request.
If the Agent Help Extension is a digital endpoint, the endpoint’s microphone is automatically muted so that the supervisor cannot be heard unless he or she presses
MUTE
. If the Agent Help Extension is a single-line endpoint, however, the supervisor can be heard as soon as the conference is established. In either case, the supervisor can hear all other parties on the call.
To use the Agent Help feature while on a call:
1. Press and dial . If you hear repeating tones, the Agent Help fea-
ture is not available at your endpoint, you already have four parties in your call,
not enough system circuits are currently available, or the Agent Help Extension
is in DND.
2. Dial the Agent Help Extension number, if required. (Your endpoint may be pro-
grammed to automatically dial the number, or you may be required to dial it.)
If the Agent Help Extension accepts the call, you hear the Agent Help tone, if it is
enabled, and the supervisor can monitor or join your call.
If the Agent Help Extension rejects the call, you hear a confirmation tone, and the
display shows AGENT HELP REJECTED.
To respond to an Agent Help request:
When you receive an Agent Help request, your display shows <name> REQUESTS
HELP. You can do one of the following:
•To accept the call: Answer as usual. Your microphone is muted and you cannot
be heard by either party unless you press
•To reject the call: Dial .
375
376
MUTE
MOVING ON
.
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71
WORKINGIN HUNT GROUPS
Your system may be programmed with “hunt groups.” Hunt groups are groups of endpoints that share a common extension number in addition to having individual extension numbers. This allows someone to call anyone in the group (using the common
extension) or a specific member (using the individual extension). The members of
these groups and the common extension(s) are programmed by your system administrator.
Hunt Group Calls Enabled/Disabled
If you are a member of a hunt group, you can enable or halt hunt group calls to your
extension.
To turn on or off hunt group calls:
4
3
2
.
is assigned an Agent ID number to enter during the login procedure (see Logging
In and Out of ACD Hunt Groups). The hunt group calls are routed to logged-in
agents, according to their Agent ID number instead of their extension number.
Because the Agent ID is not associated with any extension, the agent can use any
endpoint in the system to log in.
pre-programmed list of endpoints and will send calls to the endpoints where
agents are logged in.
ACD Hunt Groups
MOVING ON
Dial
Some hunt groups use a special feature called Automatic Call Distribution (ACD) that
distributes the hunt group calls equally among the available members. These hunt
group members are referred to as “agents,” who log in to the ACD hunt group to
receive calls and log out to halt ACD hunt group calls.
Distributing Calls
Calls are distributed through an ACD hunt group based on Agent IDs or extensions,
as described below.
•Agent IDs: If the hunt group is programmed to use ACD Agent IDs, each agent
•Members: If the hunt group is not programmed to use Agent IDs, it will have a
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Inter-Tel® Model 8520 User Guide
Logging In and Out of ACD Hunt Groups
Agents can log in to and out of the ACD hunt group at any time. While logged in, the
agent receives calls through the ACD hunt group. When the agent is logged out, calls
to that ACD hunt group bypass the agent.
To log in to all of your ACD hunt groups at once using the ACD Agent Login/
Logout feature code:
3
2
With or without the handset lifted, dial
sary. The display shows AGENT LOGGED IN TO ALL ACDS, and you hear a confirmation tone.
NOTE: This feature code acts as a toggle. If you were already logged in, the display
shows AGENT LOGGED OUT OF ALL ACDS, and you hear a confirmation tone.
To log in to one or more hunt groups using the ACD Agent Login feature code:
1. With or without the handset lifted, dial . The display shows AGENT
LOGIN ACD NUMBER.
2. EITHER, Enter the desired ACD hunt group number.
OR, Press to log in to all of your ACD hunt groups at once. The display
#
shows AGENT LOGIN AGENT ID.
NOTE: If you entered an invalid hunt group number, the display shows NOT AN
ACD HUNT GROUP, and you hear repeating tones.
Do one of the following:
3.
• To log into one or more ACD hunt groups using Agent IDs: Enter your
Agent ID. The display shows AGENT LOGGED INTO ALL ACDS. You
are logged into
the ACD hunt group using Agent IDs.
8
and enter your Agent ID, if neces-
3
6
2
MOVING ON
NOTE: If another Agent ID is already logged in at this endpoint, you hear
repeating tones, and the display shows DIFFERENT AGENT ID ALREADY
USED. You must have the other agent log out before you can use that endpoint.
• To log into one or more ACD hunt groups that do not use Agent IDs:
Press . The display shows AGENT LOGGED INTO ALL ACDS. You are
logged into the ACD hunt group that does not use Agent IDs.
If you were already logged in, the display shows ALREADY LOGGED
INTO <hunt group>.
If you are not a member of the entered hunt group, the display shows NOT
AN AGENT IN THIS HUNT GROUP, and you hear repeating tones. Start
over.
4. Hang up if off-hook. Repeat this procedure to log into additional ACD groups, if
necessary.
Inter-Tel® Model 8520 User Guide
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73
MOVING ON
When you log in to a group, you may be automatically connected to a call after you
hear a short ring burst. If the ACD Agent ID Automatic Connect option is enabled for
your hunt group and you are using a headset, you will be automatically connected. If
this option is not enabled for your hunt group, the call will ring until you answer it or
until it times out to another extension.
NOTE: Even if the ACD Agent ID Automatic Connect option is enabled, the first call
you receive (after you log in or remove your endpoint from DND while logged in) will
ring until you answer it. You will, however, be automatically connected to subsequent
calls.
To log out of one or more ACD hunt group:
3
2
1. EITHER, Dial to log out of all of your ACD hunt groups at once. The
8
display shows AGENT LOGGED OUT OF ALL ACDS, and you hear a confirmation tone.
OR, With or without the handset lifted, dial
3
7
2
. One of the following dis-
plays will appear:
• If you were logged in to only one hunt group, the display shows AGENT
LOGGED OUT OF <hunt group>. The procedure is complete.
• If you were logged in to more than one hunt group, the display shows
AGENT LOGOUT ACD NUMBER. Dial the extension number of the
desired ACD hunt group.
• If you were not logged in to any hunt group, the display shows NOT
LOGGED INTO ANY ACD GROUP.
2. Hang up if off-hook.
74
Ending an ACD Hunt Group Call
Each time you end an ACD hunt group call, a wrap-up timer is started. Until this
timer expires, you will not receive another call through any ACD hunt group. You
can, however, end the wrap-up session before this timer expires, as described below.
To terminate the ACD Agent wrap-up period before the timer expires:
With the handset in the cradle, dial
3
NOTE: If you were not logged in to an ACD hunt group, the display shows CANNOT
Enterprise Messaging (EM) is the voice processing system that provides advanced
messaging features with the E-mail Reader feature. This section provides information
and instructions about advanced mailbox tasks for users who have E-Mail Reader
enabled for their mailbox.
If your mailbox does not have E-Mail Reader enabled, you have a standard voice
mailbox (see page 7). The instructions for many voice mail tasks are identical for
standard voice mailbox and advanced mailbox users, therefore, the instructions for
these common mailbox tasks are not repeated in this section.
See the following pages for common mailbox tasks:
•Initializing your mailbox (see page 16)
•Recording your personal greetings (see page 17)
•Recording your voice mail directory name (see page 18)
•Accessing your mailbox (see page 34)
•Disablingand enabling ASR (see page 35)
•Accessing voice mail messages (see page 36)
•Recording and sending voice mail messages (see page 39)
•Canceling unheard voice mail messages (see page 41)
•Changing your mailbox password (see page 49)
•Changing the call screening transfer method (see page 51)
•Programming a fax destination (see page 52)
•Changing the message search order (see page 53)
•Programming remote messaging (see page 54)
•Screening calls (see page 65)
•Using the voice mail directory (see page 67)
USING E-MAIL READER
76
NOTE: For a voice mail flowchart for standard mailbox users, see page 105.
Inter-Tel® Model 8520 User Guide
E-MAIL READER FEATURES
When E-Mail Reader has been enabled for your mailbox, you have the advanced
mailbox. The advanced mailbox unifies your local voice mail messages and your
remote fax and e-mail messages in one convenient location. E-mail Reader uses Textto-Speech (TTS) capabilities to convert the text in an e-mail message to a .wav file.
If E-Mail Reader is enabled for your mailbox, you can access voice mail, e-mail, and
fax messages in your mailbox using your endpoint.
When you access an e-mail message in your mailbox, E-Mail Reader first announces
your e-mail according to the envelope options that you set (see page 86). Then, after
the envelope is played, E-Mail Reader reads the text in the body of the message. Once
you have listened to your e-mail, you can access additional options to reply, forward,
save, or delete the message (see page 81).
When you access a fax message, E-Mail Reader announces the fax envelope according to the envelope options that you set (see page 86). Because a fax message is
received by your e-mail account as an attachment to an e-mail message in the form of
a .tif file, E-Mail Reader cannot read the text in the body of the fax. To view the
fax and read it, you must access it from your e-mail account. With your advanced
mailbox you can save, delete, and forward a fax (to another fax machine) using the
available menu options, when prompted (see page 84).
Inter-Tel® Model 8520 User Guide
USING E-MAIL READER
77
USING YOUR ADVANCED MAILBOX
After you set up your mailbox (see page 16), you can use personal or system greetings
to let callers know if you are out of town, on a call, etc. You can send messages to
individuals and to a group of people if your voice mail administrator has programmed
a name for the group. In addition, various options allow you to customize your mailbox, manage your messages, and screen your calls. To allow the system to retrieve email and fax messages from your e-mail account, you must first set up your e-mail
password (see page 79).
When you access your mailbox (see page 34), the system announces how many new
and saved voice mail, fax, and e-mail messages you have in your mailbox. You can
choose which type of message you want to access by selecting voice mail, fax, or email from the main subscriber menu.
Main menu options include the following:
•To access voice mail messages: Say “Voice Mail” or press
•To record voice mail messages: Say “Record” or press .
•To access e-mail messages: Say “E-Mail or press .
•To access personal mailbox options: Say “Personal” or press .
•To access message options: Say “Options” or press
•To access facsimile messages: Say “Facsimile” or press .
•To disable ASR (for that call only): Say “Disable” or press .
At any menu level, you can say “Cancel” or press to cancel or return to the previous menu or say “Accept” or press to accept. For a voice mail flowchart for
advanced mailbox users, see page 87.
#
1
.
2
3
4
5
.
6
8
USING E-MAIL READER
78
NOTE: All of the menu options and instructions for using the advanced mailbox are
presented as voice commands and numeric entries. If you have a six-line display endpoint, you can also access menus and options by pressing the associated menu button
on the display. Longer menu options are abbreviated to fit the display.
Inter-Tel® Model 8520 User Guide
SETTING UP YOUR E-MAIL PASSWORD
When E-Mail Reader is enabled for your mailbox, the EM system prompts you to
enter your e-mail password after you or your voice mail administrator do one of the
following:
•Set up your mailbox (see page 16)
•Change your e-mail password for your e-mail client
To access your e-mail and fax messages from your advanced mailbox, you must set
up your e-mail password. While completing the setup, you cannot use Automatic
Speech Recognition (ASR) if it is enabled for your voice mail system. To prevent others from overhearing your password, you must use the dialpad digits on your endpoint
to set up your e-mail password.
When setting up your password, the number of times you press a button determines
which character is entered, as shown in the table on the following page. Notice that
the capital letters and lower case letters require different button presses. As you press
the buttons, the system announces the current character to you. For security reasons, it
is recommended that you use the handset and not the speakerphone when you set up
your e-mail password.
E-mail passwords are case-sensitive and your entry must match your e-mail password
exactly. Also, your e-mail password cannot include any characters that are not
included in the table on the following page, and cannot exceed 40 characters. In addition, your e-mail administrator can set further restrictions for password length,
allowed characters, number of attempts etc. Check with your administrator if you
encounter any difficulties setting up your e-mail password.
Inter-Tel® Model 8520 User Guide
USING E-MAIL READER
79
To enter your e-mail password (see table below):
1. Access your mailbox as described on page 34. The system announces that it was
unable to retrieve your e-mail and fax messages, and gives you the following
options:
• Say “Continue” or press to access your mailbox without access to your e-
#
mail messages.
• Say “Password” or press to enter your new e-mail password.
1
NOTE: If your system uses an e-mail server and a separate fax server, you
are prompted twice.
2. When prompted, enter your e-mail password using the dialpad digits, and then
#
press . (Refer to the table below to determine which buttons correspond to the
characters in your e-mail address.)
3. Your new password is played. You have the following options:
• Say “Accept” or press to accept.
• Say “Re-enter” or press to erase and re-enter the password.
4. Hang up.
NUMBER OF TIMES BUTTON IS PRESSED
BUTTON123456789
11-&()_space*
2ab c 2‘ ABC
3def3!DEF
4ghi 4* GHI
5j kl 5#J KL
6mno6MNO
7pqr s 7PQRS
8t uv 8?TUV
9wxyz9WXYZ
00@:.,/+
#
3
USING E-MAIL READER
*Press seven times for a blank space.
1
80
Inter-Tel® Model 8520 User Guide
ACCESSING E-MAIL MESSAGES
NOTE: By default, the message lamp on your endpoint lights when you receive a new
voice mail message. Although the lamp can be programmed for other functions, it cannot be programmed to indicate that you have received a new e-mail message.
If you have an advanced mailbox you can access e-mail messages by choosing option
three from the main menu. E-Mail Reader does not distinguish between conventional
e-mail messages and meeting invitations and responses, such as those created with
Microsoft
invitations, cancellations, and responses) can all be accessed by selecting option three
on the main menu. Envelope settings and options are identical for e-mail and meeting
messages, however, you can only accept, tentatively accept, and decline meetings
using your e-mail application.
When you access your e-mail messages, E-Mail Reader first announces the message
according to the envelope options you select (see page 86).Then E-Mail Reader reads
the text in the body of the message. After you access your message you can replay the
message, listen to the next or previous message, replay the message envelope, save
the message, or delete the message. In addition, you can reply to the message or forward a copy to another recipient.
When you select the reply option, you are prompted to record a message and your
reply is sent as an attachment in the form of a .wav file. If the e-mail 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 telephone number you specify.
®
Outlook®. Therefore, e-mail messages and meeting messages (including
NOTE: The body of Outlook meeting messages contain links that E-Mail Reader inter-
prets as text. These links are displayed if you are using a third-party mail application or
Outlook Express, but they are hidden in Outlook.
For example, Sally User’s supervisor creates a Sales Team meeting invitation in Outlook and sends it to Sally. Sally accepts the meeting and in the body of her acceptance
e-mail she writes, “I’m looking forward to attending.” When Sally’s supervisor accesses
Sally’s meeting acceptance using E-Mail Reader, the e-mail is announced according to
the supervisor’s e-mail envelope preferences. Then E-Mail Reader reads Sally’s written
response followed by the hidden link inserted by Outlook, “I’m looking forward to attending. Microsoft Outlook Web Access: http://TMS-NT-EVS01/Exchange/Sally_User/Inbox/
Accepted%3A%20Sales%20Team%20Meeting-5.EML.”
Inter-Tel® Model 8520 User Guide
USING E-MAIL READER
81
To access e-mail messages and the associated options:
1. Access your mailbox as described on page 34.
2. Say “E-Mail” or press to listen to your e-mail messages. Then select one of
3
the following:
• Say “New” or press to listen to new messages.
• Say “Saved” or press to listen to saved messages.
1
3
NOTE: If you have a large number of e-mail messages in your in-box (for
example, more than 500 messages) you may experience a delay (hear
silence) before the first message is played.
3. After the e-mail envelope is played, E-Mail Reader reads the body text of the e-
mail message. While you are listening to a message, you can use the following
options:
• Say “Skip” or press
• Say “Back up” or press to “rewind” a few seconds and replay the mes-
#
to skip to the end of the recording.
1
sage.
• Say “Pause” or press to pause. Say “Continue” or press to continue.
• Say “Forward” or press to skip ahead.
• Say “Lower” or press to lower the volume.
• Say “Envelope” or press to play the message envelope.
• Say “Higher” or press to raise the volume.
• Say “Delete Message” or press to delete the message.
2
3
4
5
6
9
#
• Say “Cancel” or press to return to the previous menu.
USING E-MAIL READER
82
Inter-Tel® Model 8520 User Guide
4. When E-Mail Reader has finished reading the e-mail the message is marked as
saved and you have the following options:
• Say “Replay” or press to replay the message from the beginning.
• Say “Reply” or press to reply to the message. If the e-mail message had
1
2
more than one recipient, you have the following options:
– Say “Everyone” or press
– Say “Sender” or press to reply to the sender.
– Say “Hear” or press to hear all recipients.
1
to reply to all recipients.
2
3
NOTE: See page 39 for recording and delivery options.
• Say “Forward” or press to forward a copy of the message to a fax desti-
3
nation. Then say or enter the fax destination number. The system plays the
fax destination number. Select one of the following:
– Say “Yes” or press
#
to verify the number. The system announces that
the fax is scheduled for delivery.
– Say “No” or press to start over.
NOTE: You cannot forward an e-mail message to a mailbox or group list.
When you forward an e-mail message, the e-mail is converted to a fax and forwarded to the fax destination telephone number that you specify.
• Say “Previous” or press to listen to the previous message.
• Say “Envelope” or press to play the introductory message envelope (see
4
5
page 86 for programming instructions).
• Say “Next” or press to listen to the next message.
• Say “Save” or press
• Say “Delete Message” or press to delete the message.
6
7
to save the message.
9
NOTE: You may be prompted to confirm deleting the message. Say “Yes” to
delete the message or “No” to cancel the request to delete the message.
Hang up.
5.
USING E-MAIL READER
Inter-Tel® Model 8520 User Guide
83
ACCESSING FAX MESSAGES
NOTE: By default, the message lamp on your endpoint lights when you receive a new
voice mail message. Although the lamp can be programmed for other functions, it cannot be programmed to indicate that you have received a new fax message.
When you access a fax message using option six on the main menu, E-Mail Reader
announces the fax message according to the envelope options that you selected (see
page 86). E-Mail Reader does not have the capability to read the text in a fax. You
can, however, save, delete, and forward a fax (to the fax number that you specify)
using the associated options.
To access fax messages and the associated options:
1. Access your mailbox as described on page 34.
2. Say “Facsimile” or press to access your fax messages. Then select one of the
following:
• Say “New” or press to listen to new messages.
• Say “Saved” or press to listen to saved messages.
3. After the fax envelope is played, you have the following options:
• Say “Forward” or press to forward a copy of the message to another des-
tination. Then say or enter the fax destination number. The system plays the
fax destination number. Select one of the following:
– Say “Yes” or press
the fax is scheduled for delivery.
– Say “No” or press to start over.
• Say “Previous” or press to listen to the previous message.
• Say “Envelope” or press to play the introductory message envelope (see
page 86 for programming instructions).
• Say “Next” or press to listen to the next message.
• Say “Save” or press to save the message.
• Say “Delete Message” or press to delete the message.
6
1
3
6
7
3
#
to verify the number. The system announces that
4
5
9
USING E-MAIL READER
84
NOTE: You may be prompted to confirm deleting the message. Say “Yes” to
delete the message or “No” to cancel the request to delete the message.
4. Hang up.
Inter-Tel® Model 8520 User Guide
RECOVERING DELETED MESSAGES
Recovering deleted messages varies based on media type. If you delete a voice mail
message, you can retrieve it within a specific time frame (up to 24 hours, programmed
by your voice mail administrator). The specified time frame for retrieving deleted email and fax messages is determined by the Exchange administrator. Once you
recover a deleted message, it is then restored to your saved-message queue. Deleted
voice mail, e-mail, and fax messages that are not recovered within the specified time
frames are automatically erased.
NOTE: Contact your system administrator if you want to know how long you have to
recover deleted messages.
To recover deleted messages:
1. Access your mailbox as described on page 34.
2. Say “Options” or press for Message Options.
3. Say “Recover” or press to access undelete options.
4. Specify which media type you would like to recover. Your options are:
• Say “Voice Mail” or press
• Say “E-Mail” or press to recover an e-mail message.
• Say “Facsimile” or press to recover a fax message.
5. EITHER, Say “Listen” or press to listen to your deleted messages and choose
which ones to recover. After each message you can:
• Say “Replay” or press to replay the message.
• Say “Reply” or press to reply to the message.
• Say “Forward” or press to forward the message.
• Say “Previous’ or press to listen to the previous message.
• Say “Envelope” or press to play the message envelope.
• Say “Next” or press to listen to the next message.
• Say “Recover” or press to recover the message.
OR, say “Recover” or press
OR, Say “Purge” or press to permanently delete all deleted messages.
6. Hang up.
5
2
1
to recover a voice mail message.
2
3
1
1
2
3
4
5
6
7
2
to recover all deleted messages.
3
USING E-MAIL READER
Inter-Tel® Model 8520 User Guide
85
CHANGING MESSAGE ENVELOPES
When you receive a voice, fax, or e-mail message, a message “envelope” is played.
The envelope can include the time and date the message was left, the source of the
message, and additional information that is associated with the media type. Common
envelope options for voice mail, e-mail, and fax include:
•Time and Date: The time and date the message was received.
•Source: The source of the voice, e-mail, or fax message.
These envelope options vary by media type:
•Length: The recorded time, in minutes, for voice messages.
•Subject: The text in the subject field for e-mail messages.
•Pages: The number of pages included in the fax attachment.
By default, all of the envelope options are enabled for each type of message. However, you can change your envelope options, as described below.
To change and save your message envelope:
1. Access your mailbox as described in Mailbox Access on page 34.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “Envelope” or press to select the Message Envelope Options Menu.
4. Select the media type you would like to change:
• Say “Voice Mail” or press. .
• Say “E-Mail” or press .
• Say “Facsimile” or press
5. You can then do any of the following:
• Say “Time, Date” or press to enable or disable the time and date options.
• Say “Source” or press to enable or disable the message source option.
• For voice mail, say “Length” or press to enable or disable the message
length option.
For e-mail, say “Subject” or press to enable or disable the subject option.
For faxes, say “Pages” or press to enable or disable the pages option.
• Say “All Options” or press to enable all options and return to the Per-
sonal Options Menu.
• Say “None” or press to disable the entire envelope and return to the Per-
USING E-MAIL READER
sonal Options Menu.
• Say “Accept” or press
• Say “Cancel” or press
6. Hang up.
4
4
1
2
3
.
1
2
3
3
3
4
5
#
to accept the changes.
to return to the Personal Options Menu.
86
Inter-Tel® Model 8520 User Guide
VOICE MAIL FLOWCHART (ADVANCED MAILBOX)
OTE: At any menu level, you can say “Cancel” or press to cancel or return to the previous
enu or say “Accept” or press to accept.
#
MAILBOX ACCESS
• EITHER, Press the Message button to respond to a
message from voice mail.
OR, Call the voice mail
extension number, say
“Login” or press , and
say or enter your mailbox
number.
• Enter your password
(press ).
#
SUBSCRIBER MAILBOX MENU
“Voice Mail”
“Record”
“E-Mail”
“Personal” Options
“Options” Message Options
“Facsimile”
“Disable” ASR
RECORDING A MESSAGE
• 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
2
#
3
1
2
3
4
9
ACCESSING MESSAGES
PERSONAL OPTIONS
Record “Greeting”
“Primary” Greeting
“Alternate” Greeting
“System” Greeting
(See Recording Options)
Record Directory “Name”
(See Recording Options)
1
2
3
4
5
6
8
1
2
3
#
Record “Password”
Change “Envelope” Settings
“Time, Date”
“Source”
“Length/Subj./Pages”
“All Options”
“None”
“Remote” Messaging
“Primary” Cascade
“Alternate” Cascade
“More” Options
Fax “Number”
Message “Order”
“Transfer” Method
MESSAGE ORDER
“New” Messages
“Saved” Messages
TRANSFER METHOD
“Unannounced”
“Screened”
“Announce” Only
MESSAGE OPTIONS
Note: Options vary by media
type.
Cancel “Unheard” Messages
“Recover”Deleted Messages
“Voice Mail”
“E-Mail”
“Facsimile”
1
1
2
3
2
3
4
1
2
3
4
5
5
1
2
9
1
2
5
1
2
1
2
3
1
2
1
2
3
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
“Forward” a Copy
Go to “Previous” Message
Play the “Envelope”
Go to “Next” Message
“Save” the Message
“Delete Message”
REMOTE MESSAGING
Note: Applies to voice mail only.
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
1
2
3
4
5
6
7
9
#
1
2
3
4
5
6
7
9
1
1
2
3
2
3
1
2
3
4
1
2
USING E-MAIL READER
Inter-Tel® Model 8520 User Guide
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Inter-Tel® Model 8520 User Guide
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