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.
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
1415
17
1816
1
2
3
4
5
9
8
7
6
Minimized Model 8601 Display:
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2
Model 8601 SoftPhone for Pocket PC User Guide
The following table describes the Model 8601 icons and menus.
No#ICON/MENUDESCRIPTIONS
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
12
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
21
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
Message(s)
When you have received a voice mail message, the display shows, “You have xx message(s).” (where the xx indicates the number of the message).
CAUTION
To receive a message, your Model 8601 must have a mailbox programmed in the
Axxess system. Or, the call must be programmed to be sent to an attendant or
other phone. If the Model 8601 does not have a voice mailbox or an alternate destination, when the message is sent, the call is lost in the network.
To listen to the message: Ta p MSG or select Message(s). A call is automatically
placed to the phone or message center that left the message.
To listen to the message from a remote site: You must first access your mailbox (see
page 18 for details about accessing your mailbox).
Model 8601 SoftPhone for Pocket PC User Guide
9
Options
The Options menu allows you to program the connection, media, and preferences settings.
NOTE: This section describes only the options that affect basic phone operation and
functionality. The options that are not listed in this section are for configuring the phone
settings. Only your system administrator can change these settings. It is strongly recommended that you do not change any settings that are not described in this guide. If
you do, you may lose a network connection.
Media
The Media option allows you to program audio and tone settings:
•Audio: The only option that is available is Sys Volume. This option controls the
•Ton e: The Tone option includes the following settings:
volume that you hear from the speaker.
NOTE: The Volume setting on the PDA overrides the setting that is programmed
in the Sys Volume field.
— Ring Tone: Select the desired ring tone from the
drop-down list box. The available ring tones are
Ring Tone 1-9.wav files and Ringers 1-4.
You can also add a customized .wav file to the
Ring Tone list.
10
To add a customized .wav file, save the customized file in the Ring Tone wav
field under Program File\Inter-Tel\Model 8601\Ring.
— Play: Plays the selected ring tone.
— Stop: Stops playing the ring tone.
— Ringer Volume Control Bar: Only the volume of the Ringers 1-4 can be
adjusted through this option. To adjust the volume of the Ring Tone 1-
9.wav files, use the Volume setting on the top bar.
— Local Key Tone: Enables or disables the local key tone. The local key tone
is a tone that you hear when you tap any key in the display. It is enabled by
default.
Model 8601 SoftPhone for Pocket PC User Guide
Preferences
The Preferences option allows you to customize your Model 8601.
•Preferences: You can program the following settings:
— Skin: Select the user interface that you would like to use. The available skins
are Default, Ocean, Skin1, and SkyBlue.
— Alert Msg: When you receive an incoming call, you receive a pop up bub-
ble, shown below, and a tone. This option allows you to decide how long the
alert message is displayed and the alert tone beeps. The range is 2-30 seconds (defaults to five seconds).
Help
The Help menu shows the Model 8601 version status and online help.
CONNECTION STATUS
The Connection Status icon on the top bar allows you to see the status of the Model
8601 connection and change the connection settings. When you tap the icon, a pop up
bubble that indicates the connection status appears. Depending on the status, one of
the icons described in the table below appears.
ICONSTATUS
The phone is currently ON (connected). Tapping this icon allows
you to turn off the phone.
The phone is connecting.
There is no network activity.
The phone is currently OFF. Tapping this icon allows you to turn
on the phone.
Model 8601 SoftPhone for Pocket PC User Guide
11
FEATURESAND OPERATIONS
The Model 8601 supports the features that are shown in the table below. Most of these
features do not require you to enter feature codes.
SUPPORTED FEATURES
Answer (Ringing Call)--13
Call Attendant013
Conference--15
Do-Not-Disturb On/Off--17
Emergency Call91113
Hunt Group--30
Hold - Individual--14
Hot Dial13
Microphone Mute On/Off--14
Outgoing Call813
Redial--17
Reverse Transfer (Call Pick-Up)416
Ring Tone Selection--10
Shared Extension--13
Station Speed Dial--8
DEFAULT
FEATURE CODES
REF.
PAG E
12
Transfer Call--16
Voice Mail--18
The following pages provide the feature descriptions and how to use them.
Model 8601 SoftPhone for Pocket PC User Guide
Sharing an Extension
The Model 8601 functions as a single SIP phone and as a shared extension. A shared
extension allows up to five SIP phones to use the same extension number on the
Axxess system. Incoming calls to a shared extension are sent to SIP phones simultaneously. Once one of the phones answers the call, the SIP Server cancels the call to all
other phones.
Using Hot Dial
The Model 8601 supports the Hot Dial feature. When Hot Dial is enabled (), the
phone automatically sends the dialed number if the number matches the dial plan. If
Hot Dial is disabled (), you must tap TA LK to send the number.
To turn on/off the Hot Dial feature: Tap the Hot Dial icon. The icon changes to
reflect the current setting.
Making and Receiving Calls
Making and receiving calls is the basic purpose of any phone. With your Model 8601,
you can make/receive intercom and outside calls, and make emergency calls.
Making Calls
To place an intercom call: Enter an extension number on the dialpad or type the
number directly on the soft keyboard.
To place an outgoing call: Tap (the feature code for outgoing access) followed by
the outside number on the dialpad or type the number directly on the soft keyboard.
To make an emergency call: Tap
To call an attendant: Tap .
8
911
0
.
Receiving Calls
When the Model 8601 receives a call, you hear a ring sound, and the phone displays
an incoming call notification.
To answer a call: Ta p ANSWER from the message notification or tap TALK (the
TALK icon appears when the message notification is minimized).
To ignore a call: Tap IGNORE from the message notification.
Model 8601 SoftPhone for Pocket PC User Guide
13
Switching Between Two Calls
The Model 8601 can establish up to two simultaneous calls. If the second incoming
call is answered, the first call is placed on hold, and you are connected with the second caller. The Model 8601 then presents a SWAP button on the display that allows
you to toggle back and forth between calls.
To switch between calls: Ta p SWAP.
Ending Calls
While you are on a call, the END icon appears on the display.
To end a call: Ta p END.
Placing Calls on Hold
You can place the call on hold at one phone. It can then be directly picked up at that
phone or it can be picked up at another phone using the Call Pickup (Reverse Transfer) feature. While you are on a call, the HOLD icon appears on the display.
To place a call on hold: Ta p HOLD. Place another call (when the call is placed on
hold, the HOLD icon changes to RESUME).
To return to a call that is on hold: Tap RESUME.
Muting Calls
14
To mute the microphone so that you can hear the other party, but they cannot
hear you (this does not put them on hold): Tap MUTE.
To return to the call: Tap RESUME.
Model 8601 SoftPhone for Pocket PC User Guide
Placing Conference Calls
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, tap CNF. The first call is automatically put on hold.
2. Place another intercom or outside call. Then tap CNF. (If necessary, repeat this
step to place one more call on hold.)
3. Tap CNF 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: Tap HOLD. This places the conference on hold
without disconnecting the parties. To return to the conference, tap RESUME.
•To drop out of the conference: Tap END and hang up. This removes your phone
from the conference, but leaves the other parties connected.
•To add additional parties to the conference: Do the following:
a. Tap CNF. This leaves the conference parties connected.
b. Place a call to the party to be added to the conference.
c. Tap CNF to put yourself and the new party into the conference.
•To mute your microphone: Tap MUTE. This turns your microphone on or off dur-
ing the conference. If mute is enabled, you can hear the conferenced parties, but
they cannot hear you.
Model 8601 SoftPhone for Pocket PC User Guide
15
Transferring Calls
Although transferring calls is considered a basic function of a phone, your Model
8601 has many advanced options for this feature. With your phone, you can transfer
to another extension or an outside line.
To Another Extension
1. While you are on a call, tap TRANS to place the call on hold at the other phone.
2. Enter the desired extension number.
3. Wait for an answer, announce the call, and then tap TRANS to hang up.
NOTE: If the number is busy, there is no answer, or the transfer is refused, tap
TRANSto return to the caller.
To an Outside Number
1. Tap TRANS.
2. Select an outgoing line and enter the desired telephone number.
3. Wait for an answer, announce the call, and then tap TRANS to hang up.
NOTE: If the number is busy, there is no answer, or the transfer is refused, tap
TRANS to return to the caller.
Using Reverse Transfer
The Reverse Transfer (Call Pick Up) feature allows you to answer a call that is ringing or holding at another phone. For example, if the attendant transfers a call to you
but you have stepped away from your phone, you can pick up the call using another
phone.
To answer a call ringing holding at another phone:
1. Tap .
2. Enter the extension or hunt group number where the call is ringing or holding.
16
4
(See page 30 for more information about hunt groups.)
Model 8601 SoftPhone for Pocket PC User Guide
Redialing Calls
You can redial a call in two methods. The first and simplest method is redialing the
last number dialed; the second method is redialing a number that is saved in the Call
Log.
To redial the last number dialed: Tap TALK. A line is selected automatically, and
the number is dialed.
To redial a number in the Call Log:
1. Tap CALL LOG or select Call Log from the Phone menu.
2. Select the number you would like to enter from the Call Log list and tap CALL.
To redial a number in the Speed Dial List:
1. Tap SPD DIAL or select Speed Dial from the Phone menu.
2. Select the number you would like to dial from the Speed Dial list and tap CALL.
Using Do-Not-Disturb
Using Do-Not-Disturb can be done by selecting DND in the Phone menu. See page 8
for details.
Selecting Ring Tones
Setting a ring tone can be done through the Media option in the Options menu. See
page 10 for details.
Speed Dialing
Dialing a speed-dial number can be done by tapping SPEED DIAL or selecting
Speed Dial in the Phone menu. See page 8 for details.
Listening to Message(s)
Listening to message(s) can be done by tapping MSG or selecting Message(s) in
the Phone menu. See page 8 for details.
Model 8601 SoftPhone for Pocket PC User Guide
17
Accessing Your Mailbox
If you want to check your voice message from a remote site, you must first access
your mailbox.
TIP: Generally speaking, tapping 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 tap to skip the person’s introductory message and proceed
directly to the recording phase. Similarly, while listening to messages, you can tap
to skip the system-generated voice prompts and proceed directly to the playback
phase. You can also tap to cancel or return to the previous menu at any menu
level.
#
#
When you access your mailbox, the system may play one of the following messages:
•Mailbox almost full or full: If your mailbox is full, no new messages can be
received until you delete waiting or saved messages.
•Message count: The system tells you how many messages are waiting to be
heard, if any, and how many are priority messages.
•Remote Messaging: The system will indicate whether primary or alternate
Remote Messaging is selected when the Remote Messaging feature is enabled
(see page 27). It will also alert you if a programming error has been detected and/
or if it encountered busy system resources when attempting to place a Remote
Messaging call.
To access your mailbox:
1. Enter the voice mail extension number. (You hear the main menu.)
2. During or after the greeting, tap to identify yourself as a subscriber.
3. Enter your mailbox number and your personal password (if programmed). Then
#
tap .
#
18
NOTE: If you do not have a password, just tap . See page 24 for information on
programming passwords.
#
Model 8601 SoftPhone for Pocket PC User Guide
Using Voice Mail Messages
Once you’ve accessed your mailbox, the system will tell you how many new and
saved messages you have. You can then listen to messages, delete messages, save
messages, etc.
Listening to Messages
To listen to messages:
1. Access your mailbox as described on the previous page.
2. EITHER, Tap to listen to your new messages.
OR, Tap to listen to your saved messages.
3. While you are listening to a message, you can use the following options:
—Tap to skip to the end of the recording.
1
3
#
—Tap to back up.
—Tap to pause. Then tap any button to continue.
—Tap to skip ahead.
—Tap to lower the volume.
—Tap to play the message envelope.
—Tap to raise the volume.
—Tap to save the new message in your mailbox.
—Tap to delete the message from your mailbox.
1
2
3
4
5
6
7
9
Model 8601 SoftPhone for Pocket PC User Guide
19
4. When the message has finished playing, you have the following options:
•Tap to replay the message from the beginning.
•Tap to reply to the message.
1
2
You have the following options:
—Tap to leave a voice mail message for the caller. If the caller had a
1
mailbox number, you are asked to verify the destination by tapping .
If the number was not associated with a mailbox, you are asked to enter
a mailbox number.
If the message was from an outside caller, you cannot leave a voice mail
message.
—Tap to make a return call. Your call will be transferred automatically
2
to the caller’s extension or telephone number, if available.
If the extension number 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.
•Tap to forward a copy of the message to another subscriber. If you want
3
to include an introduction, tap . If not, tap to forward the message
1
#
without additional comments.
•Tap to listen to the previous message.
•Tap to play the introductory message envelope (see page 24 for informa-
4
5
tion on envelope options).
•Tap to listen to the next message.
•Tap to save the new message in your mailbox.
•Tap to delete the message from your mailbox.
5. Tap END to hang up.
6
7
9
#
20
Model 8601 SoftPhone for Pocket PC User Guide
Undeleting Messages
If you accidentally 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 recovered within
the programmed time (up to 24 hours) are automatically erased.
To recover deleted messages:
1. Access your mailbox as described on page 18.
2. Tap for Message Options.
3. Tap to access undelete options. Your options are:
4. Tap END to hang up.
5
2
•Tap to listen to your deleted messages and choose which ones to delete or
1
recover. After each message you can:
—Tap to replay the message.
—Tap to reply to the message.
—Tap to forward the message to another mailbox.
—Tap to listen to the previous message.
—Tap to play the message envelope.
—Tap to listen to the next message.
—Tap to recover the message.
—Tap to purge the message from your mailbox.
•Tap to recover all of your deleted messages and store them as saved mes-
1
2
3
4
5
6
7
9
2
sages.
•Tap to erase all of your deleted messages.
3
Model 8601 SoftPhone for Pocket PC User Guide
21
Sending Messages
To send a message:
1. Access your mailbox as described on page 18.
2. Tap .
3. Enter the desired mailbox number or group list number.
4. Tap to accept the subscriber’s name.
5. Record your message after the tone. While recording, you have the following
6. When finished recording, hang up or tap to access the following options:
2
#
options:
•Tap to pause while recording. Then tap any key to continue.
•Tap to erase and re-record your message.
•Tap to send the message and return to the voice mail options.
•Tap to replay your message.
•Tap to add to your message.
•Tap to erase and re-record your message.
•Tap to use the special delivery options. You can then use one or more of
2
3
#
#
1
2
3
9
the following options:
— Tap to mark the message “private.” (This prevents the recipient from
1
forwarding it to other subscribers.)
—Tap to mark the message “certified.” (When the recipient listens to
2
the message, you will receive a receipt notice.)
—Tap to mark the message “priority.” (This will place your message
3
ahead of all other waiting messages in the receiving mailbox.)
— Tap to cancel delivery options.
—Tap to deliver the message. (If you want to mark the message certi-
#
fied, private, and/or priority, you must do so before completing this
step.) You may choose either of the following options:
•Tap and enter another mailbox number to send the message to
#
another destination.
22
•Tap to exit and return to voice mail options.
7. Tap END to hang up.
Model 8601 SoftPhone for Pocket PC User Guide
Canceling Unheard Messages
You can cancel unretrieved messages that you have sent to individuals, but not messages that you sent to group lists.
To cancel unheard messages:
1. Access your mailbox as described on page 18.
2. Tap for Message Options.
3. Tap .
4. When prompted, enter the number of the mailbox containing the unheard mes-
5. Tap to confirm the mailbox you are selecting. Voice mail will tell you how
6. Tap END to hang up.
5
1
sage.
#
many messages you have waiting at the mailbox and play them for you. After
each message, you can:
•Tap to replay the message.
•Tap to add to the message.
•Tap to forward the message to another mailbox.
•Tap to listen to the previous message.
•Tap to play the message envelope.
•Tap to listen to the next message.
•Tap to save the message in your mailbox.
•Tap to delete the message.
1
2
3
4
5
6
7
9
Model 8601 SoftPhone for Pocket PC User Guide
23
Programming Voice Mail Options
Your voice 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 18).
Changing Your Mailbox Password
Your password prevents unauthorized access to your mailbox.
To change your password:
1. Access your mailbox as described on page 18.
2. Tap to select the Personal Options Menu.
3. Tap .
4. If you want a password, enter a new password, using up to 12 digits.
5. Tap . Voice mail plays back your password if you entered one.
6. Tap to accept the password as entered or tap to erase and re-enter your
7. Tap END to hang up.
Changing the Voice Mail Message Envelope
When you receive a voice mail message, the 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.
To change your message envelope:
1. Access your mailbox as described on page 18.
2. Tap to select the Personal Options Menu.
3. Tap to select the Message Envelope Options Menu. You can then do any of
4. Tap END to hang up.
4
3
If you do not want to use a password, skip this step.
#
#3
password.
4
4
the following:
•Tap to enable or disable the time/date option.
•Tap to enable or disable the message source option.
•Tap to enable or disable the message length option.
•Tap to enable all options and return to the Personal Options Menu.
•Tap to disable the entire envelope and return to the Personal Options
1
2
3
4
5
Menu.
•Tap or to return to the Personal Options Menu.
#
24
Model 8601 SoftPhone for Pocket PC User Guide
Changing the Call Screening Transfer Method
NOTE: The Call Screening feature is available only if it is enabled for your mailbox
(ask your system administrator).
Depending on the transfer method you select, transferred calls from voice mail may
be unannounced (as usual), or one of the following may occur:
•“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).”
•“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.
To change your transfer method (if allowed):
1. Access your mailbox as described on page 18.
2. Tap to select the Personal Options Menu.
3. Tap for More Options.
4. Tap . The system tells you what your current transfer method is. You can then
5. Tap END to hang up.
4
9
5
select the desired transfer method, as follows:
•Tap to select unannounced transfers.
•Tap to select screened transfers.
•Tap to select announce only transfers.
•Tap to return to the Personal Options Menu without making changes.
1
2
3
4
Model 8601 SoftPhone for Pocket PC User Guide
25
Changing the Message Search Order
When more than one message is left in your voice mailbox, you can change the order
in which you retrieve your messages, based on the date and time they were received.
To change the listening order of your messages:
1. Access your mailbox as described on page 18.
2. Tap to select the Personal Options Menu.
3. Tap for More Options.
4. Tap for the Message Search Order.
5. Tap to change the search order for new messages or tap to change the
6. Tap END to hang up.
4
9
2
12
search order for saved messages. You have the following options:
•Tap to retrieve the earliest-received messages first (First In/First Out).
•Tap to retrieve the latest-received messages first (Last In/First Out).
1
2
•Tap to return to the Personal Options Menu without making changes.
26
Model 8601 SoftPhone for Pocket PC User Guide
Programming Remote Messaging
NOTE: Your system administrator must enable this feature on your voice mailbox.
With Remote Messaging, you can program the Voice Processor (voice mail) to call
you when your mailbox receives new 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 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.
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.
To set up remote messaging:
1. Access your mailbox as described on page 18.
2. Tap to select the Personal Options Menu.
3. Tap .
4
5
NOTE: This option is not available if you do not have Remote Messaging enabled.
4.
5. Do one of the following.
12
Tap to set up a primary cascade or tap to set up an alternate cascade.
•To program a cascade level: Tap and enter the number of the level you
wish to program (1-9). You then have the following options:
— To enable or disable the cascade level: Tap . (You cannot enable the
level until a notification number is programmed.)
— To set up or change an extension or telephone number: Tap . Then
12
tap for an extension number or tap for an outside number. Then
enter the number.
— To set up or change a pager number: Tap . Then enter the number.
Model 8601 SoftPhone for Pocket PC User Guide
1
1
2
3
27
•To set up the time of day for notification: Tap . Then enter the time you
2
want the message notification to start and stop. Enter 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, you are prompted to tap for AM or tap for
12
PM.
NOTE: For 24-hour notification, program the starting and ending times to be
the same.
•To set up the days of the week for notification: Tap . Then select one of
3
the following:
— Tap for Monday-Friday.
— Tap for all days.
— Tap to select individual days. You are prompted to tap digits 1-7
1
2
3
which correspond to the days Sunday through Saturday.
•To select all or priority-only message notification: Tap . Then tap
for all messages or for priority messages only.
6. Either select another option, as described above, or tap to save the settings
2
4
#
and exit.
1
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Model 8601 SoftPhone for Pocket PC User Guide
Using the Voice Mail Directory
Whenever voice mail asks you to enter a mailbox number, you can use the mailbox
and extension number directories. You can also use these directories to leave a voice
message with another user. Like the phone directories, you don’t have to enter the full
name because the system finds the closest match based on your entry.
To perform a directory search: When prompted, tap a single digit on the dialpad for
each letter or character entered.
To use the directory to leave a voice mail message:
1. Enter the voice mail extension number.
2. Tap for Directory Services.
3. Enter the desired name, as described above, and tap . The selected name is
4. Do one of the following:
#
played.
•Tap to accept the name.
•Tap to hear the previous name in the directory.
•Tap to hear additional information for the selected name (if allowed).
•Tap to hear the next name in the directory.
•Tap and spell a new name to search for a different name.
•Tap
#
1
2
3
4
5
to switch the first/last name sort order.
#
Model 8601 SoftPhone for Pocket PC User Guide
29
Working in Hunt Groups
Your system may be programmed with “hunt groups.” Hunt groups are groups of
phones 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.
Calls are distributed through a hunt group based on a pre-programmed list of phones
and send to the phones where hunt group members are logged in.
NOTE: Only your system administrator can turn on/off hunt group calls or log in to/out
of the hung group on your Model 8601.
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Model 8601 SoftPhone for Pocket PC User Guide
TROUBLESHOOTING
The following table lists some possible problems that you may encounter when using
the Model 8601.
PROBLEMPROBABLE CAUSESOLUTION
The Model 8601 does not
start.
The status remains “Connecting...”
A register error message
is displayed.
The Model 8601 does not
recover from a fault condition
Audio quality is bad.You may not be using a head-
Audio is choppy.The Pocket PC microphone is
You cannot answer calls.The Handsfree On/Off station
A call gets dropped suddenly while on a call.
The PDA is not getting a signal
from the wireless access point.
The network connection is not
active.
The network settings are not
properly programmed.
The PDA is not responding.Restart the PDA, as described
set.
picking up background noise
and sending it to the telephone
system.
flag is not disabled in Axxess
Database Programming.
The PDA goes into stand-by
mode and loses its network
connection.
Move closer to the access point.
Verify that you have access to the
Internet.
Consult your system administrator.
below:
1. Select Memory in the Start\Settings\System.
2. Tap the Running Programs
tab.
3. Stop all existing applications,
including the Model 8601, then
tap OK.
4. Press the Reset button. The
PDA should automatically be
rebooted.
If the problem still exists, consult
your system administrator.
Use a headset.
Try using a headset. If the program still exists, consult your system administrator.
Consult your system administrator.
Disable the stand-by mode on the
PDA.
Model 8601 SoftPhone for Pocket PC User Guide
31
FREQUENTLY ASKED QUESTIONS
This section includes some of the most frequently asked questions. If you have problems with your phone or voice mailbox, refer to this section before you contact your
system administrator or your local Inter-Tel dealer.
Q1.How can I retrieve messages if I don’t know the password for my voice mail?
A1.Try using your extension number, which is your default password. Or, maybe you
don’t have a password, in which case tapping is all you need to do. If these
options don’t work, contact your system administrator, who can change or erase the
password for you. You can then retrieve your messages and reset the password, if
desired (see page 24).
Q2.Why can’t I retrieve deleted messages?
A2.Voice mail may have erased your message. After a programmed amount of time has
lapsed, up to 24 hours, voice mail automatically erases all deleted messages. If you
attempted to undelete a voice mail within this time frame but you were still unsuccessful, your voice mail system may not have sufficient space programmed to store
deleted messages. Or, your telephone system may not be using a software version that
supports this feature. Contact your system administrator to determine if this feature is
available.
Q3.How can I set the number of rings that are allowed before the call is sent to voice
mail?
A3.Only your system administrator can change the number of rings.
#
Q4.How can I change the name displayed on my Model 8601?
A4.Only your system administrator can change the name on the display.
Q5.Can I leave a silent message for a Model 8601 extension?
A5.Yes. When the message is left, the display shows “You have xx message(s).” (where
the xx indicates the number of the message that you have). See page 9.
Q6.Does the Model 8601 support any other language, such as Spanish or Japanese?
A6.No. The Model 8601 supports English only.
Q7.Can I use account codes with my Model 8601?
A7.No. The Model 8601 does not support account code.
Q8.Can I forward calls from a Model 8601 extension to another extension or outside
number?
A8.No. You can only forward calls from your primary extension (the phone at your desk).
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Model 8601 SoftPhone for Pocket PC User Guide
Q9.What PDAs support the Model 8601?
A9.The Model 8601 currently supports the HP™ (formally Compaq™) iPAQs 3800/3900
series and 5450, and the Dell Axim™ X5.
Q10.If I call someone who is in DND, will I see their DND message?
A10.Yes. The display will show “Busy...”
Q11.How many concurrent calls can my Model 8601 handle?
A11.Two. You can use the SWAP icon to toggle between calls (see page 13).
Q12.How many callers can be in a conference call?
A12.You can establish a conference call with up to four people (including yourself). See
page 15.
Q13.How many calls are listed in the Call Log? Does it list incoming and outgoing calls?
Will I be able to call back an incoming call?
A13.The Call Log can contain up to ten received, ten outgoing, and ten missed calls (30
calls total). You will be able to call any of the numbers from within the Call Log (see
page 7).
Q14.Can I transfer a call to an outside number?
A14.Yes. The Model 8601 does not restrict this. Remember that all outside calls require
you to dial the Outgoing feature code (defaults to 8) before you dial an outside number.
Q15.How many devices can share an extension?
A15.Up to five SIP phones can share the same extension (see page 13).
Q16.If I have a shared extension, can I put the call on hold at a Model 8601 and then pick
it up at the other SIP phone and vice versa?
A16.No. SIP devices on a shared extension cannot see a call placed on hold by another
device.
Q17.A calling party hears ring back tone even though my Model 8601 is not currently
plugged in.
A17.Some phone operations may yield undesirable responses, such as the one described
above. This is due to the inherent nature of SIP.
Q18.Can a Model 8601 cross a firewall?
A18.No. Currently you can only use a Model 8601 within the same wireless network.
Q19.If I need further assistance, how do I get technical support?
A19.First, contact your system administrator if you have a question that is not covered in
this user guide. If you need further assistance, contact your local authorized Inter-Tel
dealer. All Inter-Tel sales, service, and support are handled at the local level.
Model 8601 SoftPhone for Pocket PC User Guide
33
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Model 8601 SoftPhone for Pocket PC User Guide
Index
A
About Your Phone 2
Accessing Your Mailbox 18
Alternate Greeting 5
Audio Settings 10