Inter-Tel 8601 User Manual
Model 8601
SoftPhone for Pocket PC User Guide
Notice
This Model 8601 SoftPhone for Pocket PC User Guide is released by INTER-TEL®, INC.
as a guide for system users and trainers. It provides information necessary to properly
install, program, operate, and maintain this product.
The contents of this guide, which reflect current Inter-Tel standards, are subject to revision
or change without notice. Some packages released after the publication of this guide will be
documented in addenda to the guide or succeeding issues of the guide.
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.
For additional information, please contact your service representative.
For sales, service, or technical support, contact your local
authorized Inter-Tel dealer.
If you have any questions or comments about this User Guide
contact Inter-Tel Technical Publications 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
Outlook
HP
Compaq™ is a registered trademark of Compaq Computer Corporation.
Dell Axim™ is a trademark of Dell Computer Corporation.
© Inter-Tel, Inc. October, 2003 printed in USA
is a registered trademark of Inter-Tel, Incorporated.
®
is a registered trademark of Microsoft Corporation.
™
is a registered trademark of Hewlett-Packard Development Company.
Table of Contents
CONTENTS PAGE
Welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
About Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Setting Up Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Initializing Your Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Recording Your Personal Greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Recording Your Voice Mail Directory Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Option Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Call Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Speed Dial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
DND (Do-Not-Disturb) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Message(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Media . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Connection Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Features and Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Sharing an Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Using Hot Dial. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Making and Receiving Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Making Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Receiving Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Switching Between Two Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Ending Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Placing Calls on Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Muting Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Placing Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Transferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
To Another Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
To an Outside Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Using Reverse Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Redialing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Using Do-Not-Disturb . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Selecting Ring Tones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Speed Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Listening to Message(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Accessing Your Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Using Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Listening to Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Undeleting Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
v
CONTENTS PAGE
Sending Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Canceling Unheard Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Programming Voice Mail Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Changing Your Mailbox Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Changing the Voice Mail Message Envelope . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Changing the Call Screening Transfer Method . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Changing the Message Search Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Programming Remote Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Using the Voice Mail Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Working in Hunt Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
vi
WELCOME
The Model 8601 SoftPhone for Pocket PC is a software-based, Session Initiation Protocol (SIP) softphone that runs on the Pocket PC 2002 (or later) Personal Digital
Assistant (PDA) platforms.
With your Model 8601, you can place or receive calls from anywhere within the same
wireless network. The Model 8601 works just like other Inter-Tel
addition, the Model 8601 supports the Shared Extension feature. This feature allows
you to share the same extension between your Model 8601 and up to four other SIP
phones. This provides you with mobility so that you do not miss any calls when you
are away from your desk.
GETTING STARTED
To start the Model 8601:
Select Model 8601 from the Start menu. The Model 8601 display appears. The display on the Model 8601 should change from “Connecting...” to the display name (or
extension number) that your system administrator has programmed.
NOTE: If the status remains “Connecting...,” verify that the network connection is
active. If the network is active, consult your system administrator. For information about
how to program the Model 8601, contact your system administrator or refer to the
Model 8601 SoftPhone for Pocket PC Installation Manual.
®
SIP phones. In
Model 8601 SoftPhone for Pocket PC User Guide
1
ABOUT YOUR PHONE
The following shows the default Model 8601 display. Brief descriptions of icons and
menus are described on the following page.
Default Model 8601 Display:
13
12
11
10
14 15
17
1816
1
2
3
4
5
9
8
7
6
Minimized Model 8601 Display:
19
2
Model 8601 SoftPhone for Pocket PC User Guide
The following table describes the Model 8601 icons and menus.
No# ICON/MENU DESCRIPTIONS
Places a call. This icon changes to HOLD or RESUME,
depending on the phone status.
Opens the Call Log that shows the call history of up to 30 calls.
This icon changes to MUTE or RESUME, depending on the
phone status.
Plays the message that was left on your voice mail. This icon
changes to END during a call.
Changes, depending on the phone status. The possible icons
are RESUME and TRANS (Transfer).
Displays the Speed-Dial List. This icon changes to CNF (Conference) or RESUME, depending on the phone status.
Opens the soft keyboard.
Shows the version status and online help.
Contains the Connection, Media, Preferences, and Diagnostics
options.
Contains the Call Log, Speed Dial, DND, and Message(s)
options.
Backspaces the cursor and deletes characters in the display.
This icon changes to SWAP when you have two calls.
Places an intercom (IC) call without requiring you to tap TALK.
10
1
TALK
CALL LOG
2
3
4
5
6
7
8
9
MSG
Blank Icon
SPD DIAL
Keyboard
-- Help
-- Options
-- Phone
Backspace
Hot Dial
Enabled
11
Hot Dial
Requires you to tap TAL K to place an IC call.
Disabled
12
13
14
15
16
17
18
19
Contacts
Volum e
Start
Connection
Status
Volum e
-- Time
or --
Model 8601
Icon
Displays the Contact List on the PDA.
Changes the volume settings on the Model 8601.
Opens the application drop-down menu.
Shows the connection status of the Model 8601.
Changes the volume settings on the PDA.
Displays the current time. This is a standard feature of the
Pocket PC 2002 (or later) platform.
Shows X or OK, depending on the display status.
Opens the drop-down menu that contains the Phone, Call Log,
and Message(s) options.
REF.
PAG E
13
7
19
--
8
--
--
10
7
--
13
--
--
--
11
10
--
--
--
Model 8601 SoftPhone for Pocket PC User Guide
3
SETTING UP VOICE MAIL
To begin using your voice 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. See page 24 for additional voice mail options.
Initializing Your Mailbox
The first thing you should do is initialize your mailbox. This allows you to:
• Change the default password number to a personal password.
• Record a name to identify yourself in the company directory.
• Listen to the voice mail introduction.
To initialize your mailbox:
1. Enter the voice mail extension number. (You hear the main menu.)
NOTE: If you don’t know what the voice mail extension number is, check with your
system administrator.
2. Tap to identify yourself as a subscriber.
3. Enter your mailbox number and default password.
NOTE: Your mailbox number is your default password.
4. If you want a password, enter a new password using digits 0-9 (up to 12 digits).
Then tap . Voice mail plays back your password.
If you do not want to use a password, just tap .
5. Tap to accept the entry or tap to re-enter your password. The system
prompts you to record your directory name.
6. After the tone, record your first and last name. When finished, tap .
7. Do one of the following:
• Tap
• Tap
• Tap
• Tap
The system then plays a prompt that introduces you to the basic voice mail features.
You can skip this introduction by tapping , if desired.
#
# 3
#
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.
#
#
#
4
Model 8601 SoftPhone for Pocket PC User Guide
Recording Your Personal Greetings
You can store two different personal greetings in your voice mailbox: a primary and
an alternate. 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 (tap 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, please 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, please leave a detailed message, and I will
return your call when I return. Thank you.
To change your personal greeting:
1. Access your mailbox as described on page 18.
2. Tap to select the Personal Options Menu.
3. Tap .
4. Do one of the following:
5. If you tapped , continue to the next step.
6. Tap END to hang up.
4
1
• Tap to record and/or enable your primary greeting.
• Tap to record and/or enable your alternate greeting.
• Tap to enable the system default mailbox greeting.
If you tapped or , the current greeting is played (if one exists). You can then
1
2
3
3
1 2
do one of the following:
• Tap to accept the greeting.
• Tap to replay the greeting.
• Tap to add to the greeting.
• Tap to erase and re-record the greeting.
#
1
2
3
• Tap to exit without changing your greeting.
0
Model 8601 SoftPhone for Pocket PC User Guide
5
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.
To change your directory name:
1. Access your mailbox as described on page 18.
2. Tap to select the Personal Options Menu.
3. Tap . Your current name is played. (Tap to replay your recorded name.)
4. Tap to erase and re-record your name.
5. When you hear a tone, record your first and last name, then tap .
6. Do one of the following:
7. Tap END to hang up.
4
2 1
3
• Tap again to accept your recorded name.
• Tap to replay your recorded name.
• Tap to add to your name.
• Tap to erase and re-record your name.
#
1
2
3
#
6
Model 8601 SoftPhone for Pocket PC User Guide
OPTION MENUS
The Model 8601 provides various menu options for customizing your Model 8601. To
program the settings, tap the desired option from the bottom bar.
Phone
The Phone menu provides access to Call Log, Speed-Dial, Do-Not-Disturb, and Message(s) settings. Each of these options is described in the following sections.
Call Log
The Call Log option allows you to see the call history. The Call Log, shown on the right, can list up to
ten received, ten outgoing, and ten missed calls (30
calls total). The second field displays the call information that you have selected.
To see the Call Log list: Ta p CALL LOG or select
Call Log.
While viewing the Call Log list, you have the following options:
• Show: Allows you to choose what you want to
display in the Call Log list. The available
options are All Calls, Missed Calls, Outgoing
Calls, or Received Calls. By default, this is set
to Missed Calls
• Clear: Deletes the entire Call Log that is shown in the list.
• Call: Places a call to the highlighted number in the list.
• Delete: Deletes the highlighted number in the list.
• Save: Saves the highlighted number to the Pocket Outlook
You can also sort the Call Log list in ascending order based on the column selected.
To do so, tap either the Date/Time or Name/Number column.
®
Contacts.
Model 8601 SoftPhone for Pocket PC User Guide
7
Speed Dial
The Speed Dial option allows you to save up to ten
numbers.
To see the Speed-Dial list: Ta p SPD DIAL or
select Speed Dial.
While viewing the Speed-Dial list, you have the
following options:
• Call: Places a call to the highlighted number
in the list.
• Add: Adds a number to the list. Tap Add and
enter the number in the Add dialog.
• Edit: Edits a number in the list. Tap Edit and
edit the desired number in the Edit dialog.
• Delete: Deletes the highlighted number in the list.
You can also sort the entries in the Name column in ascending order by tapping the
Name column.
DND (Do-Not-Disturb)
If you do not want to be disturbed, you can use the DND feature. This halts all pages
and calls to your phone, except queue callbacks, recalls, and direct ring-in calls. When
other users call your phone, they hear a repeating signal of four fast tones and see the
DND message. Unlike other traditional Inter-Tel phones, the Model 8601 has only
one DND message, which is “Do-Not-Disturb.”
To turn on/off the DND status: Select DND. A checkmark appears next to the DND
option, and the display shows “Do-Not-Disturb.”
NOTE: Inter-Tel phones (does not include the Model 8601) can be given do-not-disturb
override privilege that allows the user to place an intercom call to a station in do-not-disturb. If a calling party’s phone is enabled for do-not-disturb override, they may brake
through your Model 8601’s DND when placing an intercom call.
8
Model 8601 SoftPhone for Pocket PC User Guide
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