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Inter-Tel 7000
Model 8690 Powered by Inter-Tel
Personal Communicator
User Guide
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QUICK REFERENCE GUIDE FOR
FREQUENTLY USED FEATURES
This guide provides basic instructions for frequently used system features. Refer
to the user guide for more information on these and other features.
PLACING AN EMERGENCY CALL
Before using your endpoint, contact your system administrator
IMPORTANT
to make sure your system is correctly configured for emergency service.
9
Dial ( / Eur.) to place an emergency call. You do
1 1
9
9 9
1
1 2
not have to select an outside line first.
If your endpoint is locked, you can still use it to dial emergency service numbers. Tap
the call ( ). Otherwise, there will be a 4-second system pause
#
after dialing the emergency service number to immediately place
9
1 1 #
before the system places the call. Refer to Locking Your Endpoint in the
Advanced Features section of the user guide for more information.
PLACING AN INTERCOM CALL
With or without the handset lifted, dial the subscriber’s extension number. When
using Auto Answer, speak when the intercom (IC) confirmation appears.
PLACING AN OUTSIDE CALL
1. With or without the handset lifted, do one of the following from the endpoint interface:
• Tap the Outgoing Call access code ( ).
• Tap
OUTGOING.
9
2. Dial the number.
ANSWERING A CALL
To answer a call, do one of the following:
• Lift the handset.
• From the endpoint interface, tap the flashing
• Tap from the Active Calls view.
• From the endpoint interface, tap (for handsfree calls).
button.
To answer a waiting call, either end your current call or place it on hold. Then
answer the call as described above.
© Inter-Tel (Delaware), Inc. October 2006 printed in U.S.
Part no. 835.3067
1
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R
EDIALING A NUMBER
From the endpoint interface, do one of the following:
• Tap , and then tap
0
• Tap .
0
REDIAL.
PLACING A CALL ON HOLD
While on the call, do one of the following:
• From the endpoint interface, tap .
• From the Active Calls view, tap .
To return to the call, tap , , or the flashing
button.
TRANSFERRING A CALL
To transfer a call from the Active Calls view:
1. Select the call, tap , and then type the extension or outside number in the Call Transfer dialog box.
2. Tap
OK to transfer the call and disconnect your endpoint.
To transfer a call from the endpoint interface:
1. Tap
XFR, and then do one of the following:
• If you are transferring the call to a subscriber, dial the extension num-
ber.
• If you are transferring the call to an outside number, tap
the Outgoing Call access code ( ), and then dial the number.
9
OUTGOING or
2. Wait for an answer, announce the call (if desired), and then hang up.
If the extension transferred to is unavailable, tap the flashing button to
return to the caller.
USING REACH ME
To use Reach Me from the Routing view:
1. Tap , and then tap
2. Select a Reach Me option from the drop-down list (if applicable, enter a
forwarding number, and then tap
Change.
Ok.
To use Reach Me from the endpoint interface:
1. Tap
REACH ME or .
2. Tap
BROWSE, and then tap NEXT/PREVIOUS to scroll through the
5 6 0
options.
3. Tap
ACCEPT or to accept the Reach Me setting.
If you selected
and then tap
#
SEND CALLS TO, enter the extension or outside number,
ACCEPT or .
#
2
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U
SING HOT RULES
To apply a Hot Rule to an incoming call:
1. While the endpoint is ringing, tap
Apply Hot Rule from the Hot Rules
message box.
2. Select a Hot Rule option from the drop-down list.
To apply a Hot Rule from the Active Calls View:
1. Tap and hold the stylus on a displayed call. The Context menu appears.
2. Tap
Advanced, and then tap Apply Hot Rule.
3. Select a Hot Rule from the drop-down list.
To apply a Hot Rule from the endpoint interface:
1. While on a call or while a call is ringing, tap
2. Tap
APPLY to accept the current Hot Rule or tap NEXT/PREVIOUS to
scroll through the options, and then tap
HOT RULES.
APPLY to accept the Hot Rule.
CHANGING YOUR STATUS
To change your status from the Home view: Select a status from the dropdown list, and then enter the time, date, or forwarding number (if applicable) in
the Status dialog box.
To change your status from the endpoint interface:
1. Tap
STATUS.
2. Tap
3. Tap
BROWSE, and then tap NEXT/PREVIOUS to scroll through the
options. If the status includes a time, date, or forwarding number, enter the
information using the dialpad buttons (see the following table).
ACCEPT or to set the status.
#
BUTTON
1
2
3
4
5
6
7
8
9
0
NUMBER OF TIMES BUTTON IS TAPPED (IN ALPHA MODE)
1 2 3 4 5 6 7 8 9 10 11 12 13
1!|’:;,/\><)(
ABC2abc
DEF3de f
GHI 4gh i
JKL5 j k l
MNO 6mn o
PQRS7 p q r s
TUV8 t u v
WX Y Z 9 w x y z
0.@#*-_&%=$~+
3
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L
EAVING TEXT MESSAGES
1. Do one of the following from the endpoint interface:
• Tap , and then tap
• Tap .
5 2 0
LEAVE MESSAGE.
2. Enter the extension number.
CANCELING A SENT TEXT MESSAGE
1. Do one of the following from the endpoint interface:
• Tap , and then tap
• Tap .
5 2 2
CANCEL MESSAGE.
2. Enter the extension number.
3. Tap
DELETE to cancel the message.
VIEWING, REPLYING TO, OR DELETING A TEXT MESSAGE
To view or reply to a text message from the endpoint interface:
1. While the handset is on-hook, tap
2. Tap
VIEW TEXT to view the message. If more than one message is waiting,
tap
>>/<< to scroll through the messages.
3. Tap
REPLY to send a call to the party that left the message. Tap DELETE to
VIEW MESSAGE or .
delete the message.
USING YOUR CALL LOG
To access your Call Log from the Call Log view:
Select a call type. To place a call to Call Log entry, double-tap on the entry to
display the Place Call dialog box, and then tap
To access your Call Log from the endpoint interface:
1. Tap
CALLS.
2. Select one of the following options:
• Tap
• Tap
• Tap
3. Tap
1
or MISSED CALLS for missed calls.
2
or INCOMING for incoming calls.
3
or OUTGOING for outgoing calls.
NEXT/PREVIOUS to scroll through the options.
4. Do one of the following:
• If the call is from an outside caller, tap
• If the call is from a subscriber,
a. Tap
b. Tap
c. Tap
CONTACT to display the Outbound Communication menu.
NEXT/PREVIOUS to scroll through the contact options.
CONTACT to activate the selection.
Dial.
CONTACT to dial the number.
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A
CCESSING YOUR MAILBOX
The following instructions include Automatic Speech Recognition
NOTE
(ASR) spoken commands, which can be used instead of tapping
the dialpad buttons if ASR is enabled for your system.
Contact your voice mail administrator for the voice mail number and password.
To access your mailbox: Dial the system voice mail number, and then enter
your password when prompted. If you are not prompted for your password, tap
, and then enter your password. Tap
#
to accept the entry.
LISTENING TO VOICE MAIL MESSAGES
You can listen to all voice mail messages in your mailbox, or you can select a
specific message.
DURING THE MESSAGE AFTER THE MESSAGE
BACK UP REPLAY
PAUSE FORWARD
MOVE FORWARD GO TO PREVIOUS
SAVE GO TO NEXT
DELETE SAVE
SKIP TO END DELETE
To listen to all voice mail messages:
1. Access your mailbox as described above.
2. Do one of the following:
• If E-Mail Reader is enabled for your mailbox: Tap or
Mail
.”
• If E-Mail Reader is not enabled for your mailbox: Skip this step.
3. Select one of the following:
• Tap
• Tap
1
or say “New” to listen to new messages.
3
or say “Saved” to listen to saved messages.
1 1
2 3
3 4
7 6
9 7
# 9
1
say “Voice
To select a specific voice mail message:
1. With the handset on-hook, tap or
set if desired.
2. Tap
>>/<< to scroll through the messages.
3. Tap
LISTEN to connect to your mailbox, enter your password, and then tap
#
.
VIEW MESSAGE. Then lift the hand-
5
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F
EATURE CODES
Tap before entering the feature code.
FEATURE NAME CODE FEATURE NAME CODE
Agent Help Request 84 Last Call Return 69
Agent Help Reject 62 LCD Contrast Level 39
Annoyance Call Trace 57 Location Information 610
Auto Answer Incoming – On/Off 432 Location Validation 611
Auto Answer Outgoing – On/Off 382 Lock Endpoint 31
Auto Line Answer – On/Off 322 Message Menu 521
Auto Redial 35 Mute – On/Off 33
Background Music – On/Off 51 Off-Hook Voice Announce 59
Barge-In 81 Outbound Caller ID – Block 67
Billing Code – Enable 50 Outbound Caller ID – Unblock 82
Caller ID On/Off 34 Page 75
Call Log – Select Type 410 Personal Assistant 64
Call Park 98 Queue (Callback) Request 44
Call Park Pick Up 99 Reach Me – Follow Rules 564
Clear Alarm – Current 631 Reach Me – Select Type 560
Clear Alarms – All 630 Record-A-Call 85
Conference 55 Record-A-Memo 58
Contacts – Search 301 Redial 00
Contacts – Select Type 300 Send to Destination 48
Direct Account Access 97 Silent Monitor 80
Direct Endpoint Access 96 Silent Monitor – Barge In 91
Directed Call Pickup 53 Speed Dial – Station 01–19
Display User Info/Time/Date 65 Speed Dial – System
Group Call Pickup 54 Station Monitor 83
Group Listen – On/Off 492 Status 89
Headset – On/Off 402 Text Message – Delete 522
Hold 36 Text Message – Send 520
Hot Desking – Log In/Log Out 872 Transfer on Connect 79
Hot Rules 42 Transfer to Hold 46
Hunt Group – Log In/Log Out 882 Transfer to Ring 45
Hunt Group – Wrap Up 86 Voice Mail Message – Leave 93
200–299
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NOTICE
This user guide is released by Inter-Tel, Inc. and provides information necessary to use
the Model 8690 endpoint. The guide contents, which reflect current Inter-Tel standards,
are subject to revision or change without notice.
Some features or applications mentioned may require a future release and are not available in the initial release. Future product features and applications are subject to availability and cost. Some features or applications may require additional hardware, software, or
system administrator assistance.
For sales, service, or technical support, contact your local authorized
Inter-Tel provider:
Enter provider information above
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
Microsoft
Outlook
®
is a registered trademark of Inter-Tel, Incorporated.
®
, Windows®, ActiveSync®, Office®, PowerPoint®, Internet Explorer®, and
®
are registered trademarks of Microsoft Corporation.
© 2006 Inter-Tel (Delaware), Incorporated: Personal use of this material is permitted.
However, permission to reprint/republish this material for advertising or promotional purposes or for creating new collective works for resale or redistribution to servers or lists,
or to reuse any copyrighted component of this work in other works must be obtained
from Inter-Tel (Delaware), Incorporated.
Page 10
REGULATORY INFORMATION
Product Disposal Instructions
This symbol indicates that the product is classified as electrical or electronic
equipment and should not be disposed of with other commercial or household waste at the end of its working life. For appropriate disposal and recycling instructions, contact your local recycling authority or Inter-Tel
provider.
The Waste of Electrical and Electronic Equipment (WEEE) Directive (2002/96/EC) was established by the
European Union to minimize negative impact on the environment, control hazardous substances, and curtail
landfill expansion by using the best available recovery and recycling techniques.
FCC Regulations
This equipment has been tested and found to comply with the limits for a Class A digital
device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency
energy and, if not installed and used in accordance with the instruction manual, may
cause harmful interference to radio communications. Operation of this equipment in a
residential area is likely to cause harmful interference in which case users will be
required to correct the interference at their own expense.
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Table of Contents
Table of Contents
CONTENTS PAGE
GETTING STARTED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
About Your Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Endpoint Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
What You See and Hear. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Endpoint Ports and Connectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Optional USB Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Power Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Endpoint Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Feature Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Using the Input Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Endpoint Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Changing Endpoint Ring Tones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Adjusting the Viewing Angle. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Changing Volume Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Calibrating the Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Setting Backlight Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Using a Headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Listening to Background Music. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Validating Your Location for Placing Emergency Calls . . . . . . . . . . . . . . . . . . . . . . . . 12
About the Operating System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Windows CE .Net Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Saving Registry Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Viewing and Adjusting System Memory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
About Inter-Tel Personal Communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Inter-Tel Personal Communicator Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Changing Appearance Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Changing Behavior Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Viewing Version Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Refreshing Inter-Tel Personal Communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Using Inter-Tel Personal Communicator Help Files . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Advanced Options Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Manually Upgrading Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Viewing Diagnostic Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Displaying the SIP Diagnostics Message Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Resetting the Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Resetting the Endpoint to the Default Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Running the Setup Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
VLAN Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
STARTED
GETTING
FEATURES
BASIC
ADVANCED
FEATURES
VOICE MAIL
FEATURES
TROUBLESHOOTING
TOOLS
© Inter-Tel (Delaware), Inc. October 2006 printed in U.S.
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CONTENTS PAGE
Software Upgrades and Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Downloading Upgrades and Updates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Setting the File Destination for Downloads. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Voice Mail Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Initializing Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Recording Your Personal Greeting(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
BASIC FEATURES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Activating Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Using View Tabs or the Endpoint Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Displaying the Home View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Using the Active Calls View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Answering Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Using Auto Answer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Answering Waiting Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Using Automatic Line Answer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Using Call Drop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Placing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Placing Emergency Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Placing Intercom Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Using Camp-on. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Placing an Off-Hook Voice Announce (OHVA). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Queuing for a Subscriber . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Placing Outside Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Using Billing Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Redialing a Phone Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Using Auto Redial. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Using Last Call Return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Using Speed Dial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Assigning Station Speed Dial Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Features Used While on a Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Placing Calls On Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Using Call Park. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Using the Mute Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Displaying Your User Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Displaying Caller ID Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Blocking Outbound Caller ID Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Using Annoyance Call Trace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Transferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Using Send to Destination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Using Directed Call Pickup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Using Group Call Pickup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Placing Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
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CONTENTS PAGE
Using Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Using Text Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Leaving Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Starting an IM Session with a Subscriber . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Starting a Group Instant Messaging (IM) Conference . . . . . . . . . . . . . . . . . . . . . . . . . 45
Paging Subscribers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Retrieving Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
ADVANCED FEATURES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Presence Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Changing Your Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Using Reach Me . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Enabling or Disabling Routing Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Advanced Subscriber Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Locking Your Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Using Direct Endpoint Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Using Direct Account Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Using Hot Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Using Personal Assistant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Using Record-A-Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Recording a Voice Memo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Hot Desking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Using Group Listen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Using Monitor Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Using Outbound Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Using Your Call Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Adding a Call Log Entry to Your Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Using Contact Lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Editing Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Searching for a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Using Inter-Tel Personal Communicator for Voice . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Inter-Tel Personal Communicator for Voice Flowchart . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Hunt Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Logging into and out of Advanced Hunt Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Wrapping Up a Hunt Group Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Requesting Agent Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Using Bridged Line Appearance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
VOICE MAIL FEATURES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
About Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Mailbox Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Accessing Your Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Listening to Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Re-recording or Changing Your Directory Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Changing Your Voice Mail Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
v
Page 14
CONTENTS PAGE
Changing the Message Search Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Changing Your Message Envelope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Recording and Sending Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Canceling Unheard Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Using Special Delivery Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Recovering Deleted Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Searching for a Voice Mail Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Screening Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Programming Remote Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Voice Mail Flowchart (without E-Mail Reader) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
E-Mail Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Entering Your E-Mail Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Using Main Menu E-Mail Reader Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Accessing Fax Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Voice Mail Flowchart (with E-Mail Reader) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
TROUBLESHOOTING TOOLS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Troubleshooting Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Default Access Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Outside Line Access Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Speed Dial and Attendant Access Codes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Feature Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
vi
Page 15
Getting Started
WELCOME
The instructions in this user guide are for using the
Model 8690 Session Initiation Protocol (SIP) end-
*
point
on the Inter-Tel® 7000 Network Communica-
tions Solution.
The removable Quick Reference Guide is an overview of frequently used features.
This guide includes the following sections:
• Getting Started: An overview of the endpoint,
how to set up your endpoint, and how to initialize your voice mail account.
• Basic Features: How to use common endpoint
features such as answering and placing calls,
features used while on a call, and using messages.
• Advanced Features: How to use advanced fea-
tures such as presence management, advanced
subscriber tools, and hunt groups.
• Voice Mail Features: How to use voice mail
features, including advanced voice mail tools such as Automatic Speech Recognition (ASR) and E-Mail Reader.
• Troubleshooting Tools: Tips and tools to help troubleshoot possible problems.
STARTED
GETTING
NOTICE
Because many endpoint features can be programmed to perform expanded or different tasks, some features may work differently than the descriptions in this
guide. Contact your system administrator for more information on how your system varies.
* The term “endpoint” describes an entity on one end of a Transmission Control Protocol/Internet Protocol
(TCP/IP) connection. In this context, this guide uses the term endpoint to describe the Inter-Tel 7000
family of digital and IP phones.
Inter-Tel® Model 8690 Endpoint User Guide
1
Page 16
GETTING
STARTED
ABOUT YOUR ENDPOINT
The Model 8690 features include:
• Liquid crystal display (LCD): Displays a standard Inter-Tel interface with com-
monly used components, including:
— Menu display
—Dialpad
— Feature buttons
— Menu buttons
• Stylus: Activates display elements from the touch-screen.
• Headset jack: Connects to a headset.
• Handset jack: Connects to a handset.
• Two external speakers: Provide audio output.
• Message indicator lamp: Flashes when you have a waiting message.
• High fidelity microphone: Allows you to use the endpoint handsfree (see
page 32).
• Handset: Includes a hearing aid-compatible speaker.
Speakers
Message Indicator
Lamp
Handset /
Headset
Jacks
Stylus
Hearing Aid
Compatible Handset
2
LCD
Microphone
Inter-Tel® Model 8690 Endpoint User Guide
Page 17
Endpoint Guidelines
The following guidelines are important for using your endpoint:
• Placing emergency calls: Before using your endpoint, contact your system
administrator and your local Inter-Tel servicing company for important information about dialing emergency services.
• Using memory cards: Make sure there is only one memory card (PCMCIA or
CF) inserted when you power on the endpoint (see page 3). If you use both types
of memory cards, remove one card before powering on the endpoint.
• Powering on the endpoint: Leave the endpoint powered on at all times if possi-
ble. If you power off your endpoint, save the registry first (see page 13) to avoid
losing your preferences.
• Setting network options: While you can access network settings options from
the system tray menu (see page 21), you should not modify them unless your network administrator has supplied you with all of the required information.
• Installing upgrades: Do not use the endpoint while upgrading the operating sys-
tem. (See page 25 for more information about installing software upgrades.)
• Saving files and data: Because the endpoint does not have a battery, save all
important files in the Mounted Volume folder on the C:// drive (see below). If the
endpoint loses power, data or files in storage memory are lost if not saved in the
Mounted Volume folder.
STARTED
GETTING
• Saving data to other devices: Because the endpoint has limited storage space, if
possible, save data (files, folders, and applications) to another storage device,
such as a USB drive, a desktop PC, or a memory card. This increases the available storage space on the endpoint.
• Setting Inter-Tel Personal Communicator for Web options: Because some
feature options can be modified only in Inter-Tel Personal Communicator for
Web, check your settings in Inter-Tel Personal Communicator for Web before
using your endpoint. You cannot access Inter-Tel Personal Communicator for
Web from the endpoint browser.
Inter-Tel® Model 8690 Endpoint User Guide
3
Page 18
GETTING
STARTED
What You See and Hear
The following information describes some of the endpoint features:
• Using the touch screen: The endpoint has a 640 by 480 pixel LCD touch screen.
Unless you are using a mouse or keyboard, use the stylus to gently tap an area on
the screen to access screen elements. See page 6 to install a mouse or keyboard.
• Accessing right-click menus: To “right-click” a screen element, press and hold
the stylus on an icon. A ring of black dots appears indicating a right-click, and
the “right-click menu” appears.
• Waking the endpoint from stand-by: If the endpoint remains idle for more than
four hours (default setting), the back light will time out and the screen will switch
to standby and darken (see page 11). Lift the handset or tap the screen with the
stylus to wake the endpoint from standby mode. The endpoint also wakes from
standby mode when receiving or placing a call.
• Using endpoint audio: The endpoint audio overrides the operating system audio.
For example, if you are using an audio player to play music and your endpoint
receives a call, the music is stopped, and the audio output switches to the call.
After the call, the audio is switched back to Media Player. You can configure
audio properties under Start - Settings - Control Panel -
• Recognizing error tones: The following miscues may cause an error tone:
— Using an invalid button combination
— Trying to select a restricted feature
— Dialing a restricted or invalid number
— Dialing too slowly between digits
— Waiting too long before performing the next step
• Starting over after a time-out: Many features time out if you wait too long
before performing the next step. If this happens, you must start over.
Volume & Sounds.
4
Inter-Tel® Model 8690 Endpoint User Guide
Page 19
Endpoint Ports and Connectors
Ports and connectors include:
• External microphone jack: Allows you to connect an external microphone to
the endpoint.
• External speaker jack: Allows you to connect an external speaker to the end-
point.
• Reset button: Allows your administrator to restore default settings (see page 23
for details).
• CompactFlash (CF) port: Allows you to connect a CF memory card if addi-
tional memory is needed.
• Personal Computer Memory Card International Association (PCMCIA)
port: Allows you to connect a PCMCIA memory card for additional memory.
• LAN/PWR jack: Connects the endpoint to a network hub/switch and the power
supply.
• Universal Serial Bus (USB) Client port: Connects the endpoint to a host com-
puter running ActiveSync
• USB Host port: Allows you to connect a keyboard, mouse, or other USB device
to your endpoint.
• Three PC ports: Allows you to connect your PC or any other 10/100 Ethernet
device to your endpoint.
• Light-emitting diodes (LEDs): Indicate link status and connection speeds.
®
.
STARTED
GETTING
PC Ports
USB Host
Inter-Tel® Model 8690 Endpoint User Guide
LEDs
USB Client
LAN/Power
Mic Spkr
PCMCIA
Reset Button
Compact Flash
Port
5
Page 20
GETTING
STARTED
Optional USB Devices
You can connect a standard USB device (for example, a mouse, keyboard, or both) to
the endpoint using a standard USB cable (not included). Connect the device to the
USB host port located on the back of the endpoint (see page 3). The operating system
automatically detects the device when the endpoint is powered on.
To connect a keyboard: Configure the keyboard properties under Start - Settings Control Panel -
Keyboard.
To connect a mouse: Configure the mouse properties under Start - Settings - Control
Panel -
Mouse.
To connect a mouse and a keyboard: Use two USB cables. First connect the mouse
to the keyboard, then connect the keyboard to the USB host port on the endpoint. The
operating system recognizes all interconnected (daisy chained) USB devices.
Power Requirements
CAUTION
Endpoint Damage Hazard. Make sure your endpoint is connected to the proper
power supply before using. Contact your system administrator if you have any
questions regarding power requirements or to order a new power supply unit.
Your system may be configured to use a centralized power source (Power over
Ethernet, or PoE) as a backup power source. If your power supply unit fails and
your system is running PoE, you will be able to use the audio portion of the
endpoint only; you will not be able to dial a number (including emergency
numbers), because PoE does not support the display portion of the endpoint.
The endpoint receives power from an individual power supply unit and should remain
powered on at all times. It is important to use a power supply unit that is compatible
with the endpoint, such as the Inter-Tel Universal Power Supply (part number
806.1119).
Inter-Tel recommends that you plug the endpoint power supply unit into an uninterruptible power supply (UPS). If the power supply unit is not plugged into a UPS and
the power fails, the current call is dropped.
6
Inter-Tel® Model 8690 Endpoint User Guide
Page 21
Endpoint Interface
The endpoint interface includes the following features:
• Six-line display: Displays subscriber and system information and a menu for
accessing additional features.
• View tabs: Access Inter-Tel Personal Communicator views (see page 26).
• Dialpad buttons: Enter numbers, letters, and special characters.
• Volume Control button: Changes volume settings—also used for scrolling
through feature options.
• Feature buttons: Provide quick access to endpoint and voice mail features.
• Menu buttons: Activate features and scroll through feature options.
Six-Line
Display
Menu
Buttons
View
Tabs
STARTED
GETTING
Feature
Buttons
Inter-Tel® Model 8690 Endpoint User Guide
Dialpad
Buttons
Volum e
Control
Button
7
Page 22
GETTING
STARTED
Feature Buttons
Feature buttons provide quick access to many commonly used features. The following
table lists default feature buttons and the functions they perform.
BUTTON ACTION PAG E
Set or change your status. 49
Access additional features. 7
Mute the microphone. 39
Enable the speakerphone (for handsfree calls). 32
Place a call on hold. 38
Leave or listen to a message. 44
Activate a feature. 29
Adjust the volume or scroll through feature options. 11
Using the Input Panel
The Input Panel appears on the screen when a feature requires you to enter characters.
You can also access the Input Panel by tapping the Input Panel icon
tem tray, and
nal keyboard (see page 6).
then tapping LargeKB. Disable the Input Panel if you connect an exter-
in the sys-
To move the Input Panel, press and hold the title bar with the stylus and drag it to
another area of the screen. To hide the Input Panel, tap the Input Panel icon and select
Hide Input Panel.
Input Panel
Title Bar
Keyboard
To disable the Input Panel:
1. Tap Start - Settings - Control Panel.
2. Double-tap Input Panel.
3. Clear the Allow applications to change the input panel state check box.
4. Tap OK, and then save the registry (see page 13).
8
Inter-Tel® Model 8690 Endpoint User Guide
Page 23
ENDPOINT SETUP
Your endpoint should be ready to use. After the endpoint is launched, the interface
covers the entire desktop (except the taskbar).
To minimize the endpoint interface and access the desktop: Tap the Endpoint Interface icon or the Show Desktop icon on the taskbar. To restore the interface, re-tap
either icon.
STARTED
GETTING
Endpoint Interface Icon
For setup assistance, contact your system administrator or refer to the Activation and
Welcome e-mail messages, which contain information to activate your endpoint and
enable Inter-Tel Personal Communicator for your account.
Changing Endpoint Ring Tones
You can use Inter-Tel Personal Communicator for Web to change the endpoint ring
tones. There are 16 different ring tones.
To listen to ring tones:
1. From the endpoint interface, tap , and then scroll to PHONE
SETTINGS
2. Tap VIEW, and then tap NEXT/PREVIOUS to scroll to RING TONE SETTINGS.
3. Tap VIEW to listen to ring tones. Tap NEXT/PREVIOUS to scroll through and lis-
ten to all ring tones.
To change ring tones:
1. Open Inter-Tel Personal Communicator for Web.
2. Click the Phone tab, and then click the Phone Options sub tab.
3. Click on the Settings link for your endpoint type.
4. Select the ring tone(s) from the drop-down list(s), and then click Save to save
the changes.
.
Taskbar
6 0 0
Show Desktop Icon
Adjusting the Viewing Angle
The endpoint has an adjustable base that allows you to tilt the endpoint to a preferred
viewing angle. The endpoint is not designed to be wall mounted.
To adjust the endpoint viewing angle:
1. Position the endpoint on a flat surface.
2. Remove the support “feet” from the base holes.
3. Tilt the endpoint to the desired angle.
4. Replace the feet in the holes to secure the position.
Inter-Tel® Model 8690 Endpoint User Guide
9
Page 24
GETTING
STARTED
Changing Volume Settings
Volume settings for the following features may be adjusted individually as needed:
• Handset
• Headset
• Speakerphone
• Background music
• Ringer
You must be using the feature to change the volume setting. For example, if you want
to change the handset volume setting, you must be using the handset.
To change a volume setting: While using the feature, tap to decrease the volume
or to increase the volume. Tap the center of the Volume Control button to save the
setting.
Calibrating the Screen
Calibration ensures that the screen interprets the stylus taps accurately. Calibration
settings may need to be reconfigured if the system registry is lost or reset.
To test and calibrate the screen:
1. Tap Start - Settings - Control Panel.
2. Double-tap Stylus.
3. Test your settings using the icons on the Double-Tap tab (see the following).
10
If the screen responds to your taps properly, the screen is calibrated.
If the screen does not respond to your taps properly, go to the next step.
4. Tap the Calibration tab, and then tap Recalibrate.
5. Tap and hold the stylus as instructed.
6. Tap the screen to save the settings in the registry, and then tap OK.
Inter-Tel® Model 8690 Endpoint User Guide
Page 25
Setting Backlight Options
To save power and extend display life, you can shut off the backlight before the
default sleep mode is activated. The default backlight time-out setting is four hours.
To change the default value for the backlight time-out:
1. Tap Start - Settings - Control Panel.
2. Double-tap Display.
3. In the Display Properties dialog box, tap the Backlight tab.
4. Select the Automatically turn off backlight while on external power check
box.
5. From the drop-down list, select the amount of idle time before the backlight
turns off, and then tap
OK.
STARTED
GETTING
Inter-Tel® Model 8690 Endpoint User Guide
11
Page 26
GETTING
STARTED
Using a Headset
When using a headset, Tap to connect/disconnect calls. While using the headset,
you can switch to the handset by lifting the handset from the cradle. Tap before
replacing the handset in the cradle to switch back to the headset.
Headset mode allows you to use a standard telephony analog headset. Plugging a two-pronged PC style headset into the Speaker and
NOTE
Microphone jacks on the back of the endpoint functionally replaces the
handsfree speaker and microphone. Do not use Headset mode when
using a two-pronged PC style headset.
To connect and enable the headset: Insert the headset plug into the headset jack (on
the side of the endpoint under the handset), and then do one of the following:
4
1
• Tap
• Tap
0
(Headset on).
4
2
0
(Headset on/off).
To disconnect and disable the headset: Remove the headset plug from the headset
jack, and then do one of the following:
4
0
• Tap
• Tap
0
(Headset off).
4
2
0
(Headset on/off).
Listening to Background Music
If background music is enabled for your system, you can listen to music through the
external speaker. Your handset must be on-hook to play music. Lifting the handset
stops the music.
1
To enable or disable background music: Tap
5
(Background Music on/
off toggle).
Validating Your Location for Placing Emergency Calls
Before using your endpoint, make sure that it is validated in the system for placing
emergency calls. See page 34 for more information on placing emergency calls.
To validate the location: Tap . Your location is validated if the following confirmation notice appears.
If any other message appears, contact your system administrator.
12
6 1 1
LOCATION
VALIDATED
Inter-Tel® Model 8690 Endpoint User Guide
Page 27
ABOUT THE OPERATING SYSTEM
STARTED
GETTING
The Model 8690 operating system is a customized version of Microsoft® Windows
CE .NET
ing:
• Windows Viewer applications (Excel
• Many applications that you may normally find in your desktop PC operating sys-
• Some applications will not work with Windows CE .NET. Check for compatibil-
• Because Windows CE .NET has limited random access memory (RAM) available
®
version 4.20. When using Windows CE .NET, you may notice the follow-
only. They do not have the full functionality that Windows desktop PC applications have.
tem are not included with Windows CE .NET (for example, Microsoft Outlook,
administrator tools, and fonts).
ity before installing.
for executing programs, you may experience slower processing times than with a
desktop PC.
Windows CE .Net Help
Access the Windows CE .NET operating system help file from the Start menu. The
help file is provided by Microsoft and is limited to Windows CE .NET and viewer
applications. Because the operating system has been customized for the Model 8690,
some information may not apply.
For additional information about Windows CE .NET, go to
http://www.microsoft.com/downloads/ (Windows CE .NET 4.2 Help Update).
®
, PowerPoint®, etc.) are for viewing files
Saving Registry Settings
Under normal conditions, the endpoint should remain powered on at all times. If
the endpoint is powered down, make sure to save the registry first.
If the endpoint loses power during a registry update, the current registry is destroyed.
The last saved version of the registry is recovered when the endpoint is powered on.
To safeguard registry settings, save the registry after you make changes to operating
system preferences from the Control Panel. To avoid locking up the endpoint, do not
make additional changes to your preferences until the Registry Saved Successfully
dialog box appears. You cannot access data stored in the Windows CE .NET registry.
Inter-Tel® Model 8690 Endpoint User Guide
NOTICE
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GETTING
STARTED
To save registry settings:
1. Tap Start - Programs - Save Registry.
2. Tap Yes.
3. Tap OK after the Registry Saved Successfully dialog box appears.
Viewing and Adjusting System Memory
CAUTION
Endpoint or Programs Damage Hazard. The endpoint does not have a built-in
hard drive. Storage memory is lost when upgrading the operating system unless
files are stored in the Mounted Volume folder on the endpoint (see page 2). Desktop shortcuts and any preferences that have not been saved in the registry are
lost if you upgrade the operating system or reset the endpoint (see page 13).
You can view and adjust the available amount of system memory using the System
Properties dialog box.
14
System memory is divided into storage memory and program memory. Storage memory is the capacity to hold and retain data. program memory is used for executing programs.
NOTE
Contact your system administrator before adjusting the system memory.
To view system memory:
1. Tap Start - Settings - Control Panel.
2. Double-tap System.
3. Tap the Memory tab.
Inter-Tel® Model 8690 Endpoint User Guide
Page 29
ABOUT INTER-TEL PERSONAL COMMUNICATOR
Inter-Tel Personal Communicator for the Model 8690 is an integrated software component of the Inter-Tel 7000 Network Communications Solution and adds advanced
system features to your endpoint. The Inter-Tel Personal Communicator Home view is
shown below.
STARTED
GETTING
Inter-Tel Personal Communicator features include:
• Presence management: Change your status and availability (see page 49).
• Call routing: Route calls based on preset conditions (see page 52).
• Contacts: Connect to others using contact features (see page 63).
• Messages: Contact others using text messages, voice mail messages, and text
messages (see page 44).
Most Inter-Tel Personal Communicator features are accessed from your endpoint,
however, some features must be accessed from (at least one) of the following portals:
• Inter-Tel Personal Communicator for Web
• Inter-Tel Personal Communicator for Windows
• Inter-Tel Personal Communicator for Internet Explorer
• Inter-Tel Personal Communicator for Outlook
• Inter-Tel Personal Communicator for Voice
Except for Inter-Tel Personal Communicator for Voice (see page 67), this user guide
does not include instructions for using portals. For portal instructions, refer to the
context-sensitive Help sections included in each portal.
Inter-Tel® Model 8690 Endpoint User Guide
®
®
®
15
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GETTING
STARTED
The Inter-Tel Personal Communicator system tray
Icon
icon appears in the Windows system tray when the
endpoint interface is running.
The System Tray icon displays your current connection status, which is represented
by the following icons:
You are connected, and your status is available for voice and instant messaging.
You are connected, and your status is available for voice only.
You are connected, and your status is available for instant messaging only.
You are connected, you are available for voice and instant messaging, and you
have one or more new messages.
You are connected, you are available for instant messaging only, and you have
one or more new messages.
You are connected, you are available for voice only, and you have one or more
new messages.
You are connected, and your status is unavailable for voice or instant messaging.
You are connected, your status is unavailable for voice or instant messaging,
and you have a message.
You are not connected.
To connect to Inter-Tel Personal Communicator:
Tap - Options shown below, and then tap
Connection. Enter the Web address, username, and password as
OK. (The connection information is the same as your Inter-
Tel Personal Communicator for Web account.)
16
Connection - Inter-Tel P.C.
http://your_connection.com
your_username
Inter-Tel® Model 8690 Endpoint User Guide
Page 31
NOTES
After connecting, the appropriate connection icon appears in the system tray (see page 16).
If you are unable to see the endpoint interface or the Inter-Tel Personal Communicator icon in your system tray, navigate toMy Computer - Mounted Volume - 8690 Phone
Phone icon. If you are still unable to see the endpoint interface or the
Inter-Tel Personal Communicator icon in the system tray, contact your
system administrator.
, and then double-tap the 8690
STARTED
GETTING
Inter-Tel® Model 8690 Endpoint User Guide
17
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GETTING
STARTED
INTER-TEL PERSONAL COMMUNICATOR OPTIONS
Options menu features include:
• Connections: View connection settings or connect to Inter-Tel Personal Commu-
nicator (see page 16).
• Appearance: Change the interface skin or icon sizes.
• Behavior: Specify a custom ring or set window or flash message options.
• About: View version and copyright information.
The following instructions use the Available Status icon . This icon
may change based on your current status and new message activity.
NOTE
Changing Appearance Settings
Appearance settings include alternate skins and icon sizes. The following two default
skins are available: Skin_Default.xml and Skin_Streak.xml.
To change the skin:
1. Tap - Options - Appearance.
2. Tap Specify Alternate Appearance.
3. Tap Browse, and then navigate to My Computer - Mounted Volume - 8690
Phone
Tapping any of the Inter-Tel Personal Communicator connection icons
(except ) will work for using the instructions. (See page 16 for icon
descriptions.)
. Double-tap on the alternate skin, and then tap OK.
18
To change icon sizes:
Large icons improve readability and make it easier to tap feature
NOTE
1. Tap - Options - Appearance.
2. In the Use Large Icons In panel, select the views or dialogs in which to use large
icons, and then tap
options, but they may distort how information is displayed on the
screen.
OK.
Inter-Tel® Model 8690 Endpoint User Guide
Page 33
Changing Behavior Settings
You can change the ring tone, display window, and flash message lamp settings.
To specify a custom ring tone:
1. Tap - Options - Behavior.
2. Select Specify custom ring.
3. Tap Browse, and then navigate to Mounted Volume - 8690 Phone.
4. Select the.wav file to be used as the ring tone, and then tap OK. (The audio file
must be in the following format: CM 11.025 kHz, 8 Bit, Mono.)
To change the display window options:
1. Tap - Options - Behavior.
2. Select or clear either or both of the following Display window when options:
• Phone goes off hook: If this box is selected, the endpoint interface displays
when you lift the handset or tap .
• Incoming call received: If this box is selected, the endpoint interface dis-
plays when your endpoint receives a call
3. Tap OK.
To enable or disable the Message lamp:
1. Tap - Options - Behavior.
2. Do one of the following:
• To enable the Message lamp, select the
sages
check box.
• To disable the Message lamp, clear the
sages
check box.
3. Tap OK.
Flash message lamp for new mes-
Flash message lamp for new mes-
STARTED
GETTING
Inter-Tel® Model 8690 Endpoint User Guide
19
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GETTING
STARTED
Viewing Version Information
The About message box contains software version and copyright information.
To view the About tab:
Tap - Options -
About.
Refreshing Inter-Tel Personal Communicator
Refresh Inter-Tel Personal Communicator to update new information. For example, if
you add a new status (see page 49) to your account using Inter-Tel Personal Communicator for Web, it does not appear as a new status until you do a refresh.
To refresh Inter-Tel Personal Communicator: Tap -
Refresh.
Using Inter-Tel Personal Communicator Help Files
The system tray menu includes help files for using Inter-Tel Personal Communicator.
To use Help:
1. Tap - Help.
2. Navigate to the appropriate help file for assistance.
20
Inter-Tel® Model 8690 Endpoint User Guide
Page 35
ADVANCED OPTIONS MENU
CAUTION
Endpoint Damage Hazard. While you can access advanced feature options from
the system tray menu, consult your network administrator before making any
changes. Your network administrator can supply the network settings and additional information if needed.
Advanced options and settings include:
• Auto Upgrade: Upgrade newer endpoint and operating system software ver-
sions.
• Options: View and change diagnostic options.
• SIP Diagnostics: Displays the Session Initiation Protocol (SIP) diagnostics.
• Reset Phone: Resets the endpoint to the last configuration.
• Default Configuration: Resets the endpoint to the default configuration.
• Run Setup Wizard: Guides you through endpoint setup
The following instructions use the Available Status icon . This icon
may change based on your current status and new message activity.
NOTE
Tapping any of the Inter-Tel Personal Communicator connection icons
(except ) will work for using the instructions. (See page 16 for icon
descriptions.)
STARTED
GETTING
.
Manually Upgrading Software
You can manually apply pending upgrades or check for new software versions.
To manually apply an upgrade:
1. Tap - Advanced - Auto Upgrade.
2. Select Pending Upgrades.
If an upgrade is available, it is displayed above the Upgrade Now button.
If an upgrade is not available, “No Pending Upgrade” displays above the
Upgrade Now button.
3. Tap Upgrade Now - OK to manually apply the upgrade.
To check for new versions:
1. Tap - Advanced - Auto Upgrade.
2. Select Check for New Versions, and then tap OK. The system checks for new
versions and updates the configuration.
Inter-Tel® Model 8690 Endpoint User Guide
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GETTING
STARTED
Viewing Diagnostic Options
Diagnostic options include disk space, log to file, log extended information, and SIP
Outbound Proxy.
To view diagnostic options:
1. Tap - Advanced - Options. Enable or disable the following options:
• Max disk space: Enter the maximum amount of disk space in kilobytes
(KB) that you want to allocate for diagnostic files on the Windows CE .NET
subsystem.
• Log to file: Diagnostics are logged to a file stored in the My Computer
folder on the endpoint. This option is enabled by default.
This file is lost if you reset the endpoint. If you are asked to
NOTE
• Log extended information: Additional diagnostic information is logged.
This option is usually enabled for troubleshooting. Enabling this option may
affect performance.
• SIP Outbound Proxy: If a SIP proxy is required between your endpoint and
the phone system, enter the SIP proxy address here. This would typically be
used when your endpoint resides in a remote office, and you would enter the
address of the Inter-Tel Proxy Office server.
2. Tap OK in the upper-right corner of the Options dialog box to apply the setting.
provide this file to technical support, either copy the file off of
the endpoint or to the Mounted Volume folder (see page 2).
Displaying the SIP Diagnostics Message Box
The SIP Diagnostic message box shows the current state of the SIP IM registration
and the SIP subscriptions for presence, alerts, call-state changes, and message-waiting
indication. If any of these display as “Failed,” you will have problems with the related
functional area of the product. If this happens, contact your system administrator for
assistance.
This message box also shows SIP message details that have been sent and received by
the portal. This information may be useful for technical support personnel in troubleshooting SIP-related problems.
To display the SIP Diagnostics message box: Tap - Advanced -
22
Inter-Tel® Model 8690 Endpoint User Guide
SIP Diagnostics.
Page 37
Resetting the Endpoint
CAUTION
Endpoint Damage Hazard. Do not reset the endpoint unless instructed to do so
by your system or network administrator. Desktop shortcuts and any preferences
that have not been saved in the registry are lost when you reset the endpoint.
Additional programming may be also be required to restore the endpoint to its previous operational state.
If your endpoint has a Reset button on the back, pressing it immediately shuts down
the operating system and any applications that are currently running on the endpoint,
the screen goes blank, and the default settings are restored. After a few moments the
operating system restarts, and the client application re-opens when network connectivity is re-established.
Resetting the endpoint restarts the Windows CE .NET operating system and Inter-Tel
Personal Communicator.
To reset the endpoint:
1. Tap - Advanced - Reset Phone.
2. Tap Yes to reset the endpoint, or tap No to exit.
Resetting the Endpoint to the Default Configuration
STARTED
GETTING
Do not reset the endpoint to the default configuration unless instructed to do so by
your system administrator.
The Default Configuration
this option is selected, your network administrator will need to reconfigure the network settings if they differ from the default settings. In addition, you will need to reenter your logon information (see page 16).
To reset the endpoint to the default configuration:
1. Tap - Advanced - Default Configuration.
2. Tap Yes to reset to the default configuration, or tap No to exit.
option restores configuration to the default state. When
Running the Setup Wizard
Do not run the Setup Wizard unless you are instructed to do so by your system administrator.
To run the Setup Wizard: Tap - Advanced -
the setup instructions.
Inter-Tel® Model 8690 Endpoint User Guide
Run Setup Wizard, and then follow
23
Page 38
GETTING
STARTED
VLAN PORTS
If your endpoint resides on a Virtual Local Area Network (VLAN), your network
administrator may instruct you to program the VLAN ID for the ports.
NOTE
Do not configure the VLAN ID for your endpoint unless instructed to do so
by your network administrator.
To configure VLAN IDs for the ports:
1. Tap Start - Settings - Control Panel.
2. Double-tap Network and Dial-up Connections.
3. Double-tap AUMAC1. The 'AU1x00 Ethernet Controller' Settings dialog box
appears.
4. Select the VLAN tab.
5. Select the VLAN ID number (supplied by your network administrator) for the
Phone Port and the Downlink Ports using the associated scroll buttons, and then
tap
OK.
6. Save the registry (see page 13).
24
Inter-Tel® Model 8690 Endpoint User Guide
Page 39
SOFTWARE UPGRADES AND UPDATES
The Model 8690 uses three types of software:
• Operating system (Windows CE .NET, see page 13).
• Firmware (endpoint features and functions).
• Inter-Tel Personal Communicator (see page 26).
The endpoint requires occasional upgrades (newer software versions) or updates
(revisions to existing software versions), which are downloaded from the system
server.
Downloading Upgrades and Updates
Firmware updates and upgrades download automatically. When Inter-Tel Personal
Communicator and Windows CE .NET updates or upgrades are available, the system
notifies you with a message box. Click
can choose to download them later (see below).
To set a reminder to download and install an update or upgrade:
1. In the Software Upgrade dialog box, select a reminder time from the drop-down
list.
2. Tap Remind Me Later. After the specified time has elapsed, the Software
Upgrade dialog box opens, prompting you to install the pending upgrade.
OK to download the update or upgrade, or you
STARTED
GETTING
Setting the File Destination for Downloads
After downloading, the application launches the Windows CE .NET installation program and installs the new client application version. You are then prompted for the
file destination (\\Mounted Volume\8690 Phone).
To set the file destination:
1. Tap OK to continue with the installation.
2. Tap Yes when prompted to overwrite existing files.
CAUTION
Endpoint Damage Hazard. Do not tap Cancel when the installation dialog box
prompts you for the new file destination. At this point the previous client application has been deleted. If you cancel the upgrade, you must contact your net-
work administrator to manually reinstall the client application.
Also, do not change the default location (\\Mounted Volume\8690 Phone) specified in the installation dialog box. The client application must be installed in the
Mounted Volume folder to survive a reset or an upgrade to the operating system.
Inter-Tel® Model 8690 Endpoint User Guide
25
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GETTING
STARTED
VOICE MAIL SETUP
See Voice Mail Features on page 75 for more information on using system voice mail
features.
Voice mail instructions include Automatic Speech Recognition (ASR) voice commands, which can be used instead of tapping the dialpad buttons if ASR is enabled for
your system (see page 75).
Initializing Voice Mail
If necessary, contact your voice mail administrator for the voice mail extension number and your voice mail password. Your voice mail password is also your personal
identification number (PIN), which is used for the following system features:
• Voice mail password
• Unlocking your endpoint (see page 53)
• Hot Desking (see page 56)
• Inter-Tel Personal Communicator for Voice (see page 67)
• Advanced hunt groups (see page 71).
NOTE Changing your voice mail password also changes your PIN.
To initialize your voice mail account:
Tap during any voice mail operation to advance to the next step. Tap to return
#
to the previous menu.
1. Dial the voice mail extension number, and then tap .
2. Enter your system-generated voice mail password, and then tap .
3. Enter your new password using dialpad buttons 0 through 9 (4 to 12 digits), and
then tap .
4. Tap or say “Accept” to accept the entry, or tap or say “Erase” to erase
and re-enter your password. After accepting the new password, the system
prompts you to record your directory name.
5. After the tone, record your first and last name for the directory. When prompted,
select one of the following options:
• Tap or say “Accept” to accept the name.
• Tap or say “Replay” to replay the recorded name.
• Tap or say “Append” to add to your name.
• Tap or say “Re-record” to erase and re-record your name.
#
# 3
#
1
2
3
#
26
See page 77 to re-record or change your directory name.
After recording your name, the system plays a message that introduces you to voice
mail system features. To skip the introduction, tap
Inter-Tel® Model 8690 Endpoint User Guide
#
or say “Skip.”
Page 41
Recording Your Personal Greeting(s)
Your personal greeting* informs callers why they have reached your voice mailbox,
so you may include some or all of the following information:
• Whether or not you are in the office and where you can be reached.
• When you will be returning calls.
• How to exit voice mail (for callers who do not want to leave a message). For
example, “Tap to return to the operator.”
The following are sample greetings to help you plan your message:
• Hello, this is __________. I am either on another line or away from my desk and
cannot take your call at this time. If you need to speak to someone immediately,
please dial zero now. Otherwise, leave a detailed message, and I will return your
call as soon as possible. Thank you.
• Hello, this is __________. I will be away from the office from day/date until day/
date. If you need to speak to someone immediately, please dial zero now. Other-
wise, leave a detailed message, and I will return your call when I return. Thank
you.
If you do not record a greeting, a default system greeting is used.
To record or change your personal greeting:
1. Access your mailbox (see page 76).
2. Tap or say “Personal” to select the Personal Options menu.
3. Tap or say “Greeting” to record or change your personal greeting.
4. Select one of the following:
4
1
• Tap or say “Primary” to record and/or enable your primary greeting.
• Tap or say “Alternate” to record and/or enable your alternate greeting.
• Tap or say “System” to enable the system default mailbox greeting.
If you selected the system greeting option, hang up.
If you already have a primary or alternate greeting, it is played when you select
primary or alternate.
If you selected the primary or alternate greeting option, record your greeting
when prompted, and then tap to end the recording.
5. Then do one of the following:
• Tap or say “Accept” to accept the greeting.
• Tap or say “Replay” to replay the greeting.
• Tap
• Tap or say “Erase” to erase and re-record the greeting.
• Tap or say “Cancel” to exit without changing your greeting.
0
1
2
3
#
#
1
2
or say “Append” to add to the greeting.
3
STARTED
GETTING
* Custom greetings can be created and assigned using Inter-Tel Personal Communicator for Web.
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GETTING
STARTED
28
Inter-Tel® Model 8690 Endpoint User Guide
Page 43
Basic Features
Basic features include answering and placing calls, using features while on a call, and
using messages.
NOTE
Depending on system configuration and licensing, the features described in this user
guide may or may not be enabled. The following error message may appear if your
system does not support a feature or if a feature is not enabled.
If you are unable to access a feature or if a feature is not working properly, contact
your system administrator for more information.
Some features work only with Inter-Tel endpoints connected to the
Inter-Tel 7000 Network Communications Solution.
Activating Features
Because the endpoint is dynamic and programmable, there may be multiple ways to
access and use features. For example, to answer a call you can:
• Lift the handset.
• Tap the flashing
• Tap .
• Tap
• Tap (for handsfree calls).
For ease of use, when there are multiple ways to access features, this user guide may
describe the most common method(s) only.
ANSWER.
button.
FEATURES
BASIC
FEATURE NOT
ENABLED
To activate a feature using the feature code: Tap before entering the feature
code. You can also use , but it will not activate features while on a call. System
feature codes are listed on page 93.
To cancel a feature: Tap or EXIT while in the feature menu.
Inter-Tel® Model 8690 Endpoint User Guide
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Page 44
BASIC
FEATURES
Using View Tabs or the Endpoint Interface
Most features are accessed from either a view tab or the endpoint interface. When
applicable, feature instructions are included for both methods. You can switch from
the view tabs to the endpoint interface by doing one of the following:
• Tap a view tab to display tab-related contents and features.
• Tap to display the endpoint interface.
• Tap to display the dialpad.
View Tabs
Endpoint
Interface
Displaying the Home View
The Home view displays status and contact information. Use the Home view to:
• Change your status (see page 49).
• Connect to contacts (see page 64).
• Place an IM group conference (see page 45).
• Search for contact names (see page 64).
30
Inter-Tel® Model 8690 Endpoint User Guide
Page 45
Using the Active Calls View
The Active Calls view appears when you place or receive calls. To expand Active
Calls view feature options, press and hold the stylus on a displayed call to open the
Context menu (see below). Use the Active Calls view and Context menu to:
• Place calls on hold (see page 38).
• Transfer Calls (see page 40).
• Queue for the subscriber (see page 35).
• Mute your microphone (see page 39).
• Use messaging (see page 44).
• Place a conference call (see page 42).
• Record the call (see page 55).
• Apply a Hot Rule to an incoming call (see page 54)
• Add the person to your address book or open the Contact dialog box (see pages
61 and 64).
Context Menu
FEATURES
BASIC
Active Calls view icons and descriptions:
A call which you have placed is dialing.
An incoming call is ringing.
An outgoing call is ringing.
You are connected to voice mail.
You are connected to a conference call.
You have placed the call on hold.
You are camped on to a call or you have been placed on hold.
Your microphone is muted.
Group Listen is currently enabled (see page 57).
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BASIC
FEATURES
ANSWERING CALLS
Your endpoint may be preset to automatically answer internal calls using the Auto
Answer feature (see below). After disabling Auto Answer, answer calls by using your
handset or headset.
To answer a call: Lift the handset, or tap to answer a call using a headset or to
answer a call handsfree. If you are currently on a call, tap the flashing button to
answer waiting calls (see page 33).
Using Auto Answer
Auto Answer automatically answers calls from subscribers in handsfree mode using
the speakerphone
you must answer the call using your handset or by tapping , even if Auto Answer
Incoming is enabled on your endpoint.
For Auto Answer to work, the calling party must have Auto Answer Outgoing
enabled, and the receiving party must have Auto Answer Incoming enabled.
You cannot use Auto Answer Incoming if you are using a headset or if
you have more than one endpoint assigned to an extension number.
NOTES
Outside calls cannot be answered using Auto Answer unless routing
rules are set in Inter-Tel Personal Communicator for Web to allow specific outside phone numbers to be answered automatically. You can
also enable and disable Auto Answer using Inter-Tel Personal Communicator for Web.
. However, if the subscriber has disabled Auto Answer Outgoing,
32
To enable Auto Answer Incoming, do one of the following:
3
• Tap
• Tap
4
4
1
(Auto Answer Incoming on).
3
2
(Auto Answer Incoming on/off).
To disable Auto Answer Incoming, do one of the following:
3
• Tap
• Tap
4
4
0
(Auto Answer Incoming off).
3
2
(Auto Answer Incoming on/off).
To enable Auto Answer Outgoing, do one of the following:
8
• Tap
• Tap
3
3
1
(Auto Answer Outgoing on).
8
2
(Auto Answer Outgoing on/off).
To disable Auto Answer Outgoing, do one of the following:
8
• Tap
• Tap
3
3
0
(Auto Answer Outgoing off).
8
2
(Auto Answer Outgoing on/off).
To temporarily disable Auto Answer Outgoing for an outgoing call: Tap
before dialing the extension number.
Inter-Tel® Model 8690 Endpoint User Guide
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Page 47
Answering Waiting Calls
If you receive a call while on another call, the incoming call appears in the Active
Calls view, you hear a “call waiting” tone through your handset or headset, and the
caller ID information (if available) is displayed.
To answer a waiting call and place the first call on hold, do one of the following:
• From the Active Calls view, tap Answer.
• From the endpoint interface, tap the flashing button.
Using Automatic Line Answer
Automatic Line answer automatically connects you to the caller when you pick up the
handset or tap
you must tap the flashing button to answer a call.
(when using a headset). When Automatic Line Answer is disabled,
FEATURES
BASIC
NOTE
To enable Automatic Line Answer, do one of the following:
• Tap
• Tap
To disable Automatic Line Answer, do one of the following:
• Tap
• Tap
Auto Answer overrides Automatic Line Answer and answers calls
handsfree (see page 32).
Using Call Drop
Call Drop immediately disconnects you from active or incoming calls.
To us e Ca l l Dro p : While you are on the call or while a call is ringing, do one of the
following:
• Lift and replace the handset.
• Tap
• Tap .
END CALL.
3 2 1
(Auto Line Answer on).
3 2 2
(Auto Line Answer on/off).
3 2 0
(Auto Line Answer off).
3 2 2
(Auto Line Answer on/off).
Inter-Tel® Model 8690 Endpoint User Guide
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Page 48
BASIC
FEATURES
PLACING CALLS
The following instructions are for using basic features associated with placing emergency, intercom, and outside calls. You can also use the Station and System speed dial
features when placing a call (see page 37).
Placing Emergency Calls
Contact your system administrator to make sure your system
is correctly configured for emergency service before using
your endpoint. If an emergency call phone number is dialed from
IMPORTANT
a Session Initiation Protocol (SIP) endpoint located at a remote site
that is not correctly configured, the call will be placed from the location where the system is installed instead of the location where the
emergency call was placed. See page 12 for more information on
validating your location for emergency calls.
You do not have to tap the Outgoing Call access code ( ) or OUTGOING to dial an
emergency service number. In an emergency, dial the appropriate emergency service
9
number directly ( U.S. or
1 1
Placing Intercom Calls
An intercom call is a call placed to another subscriber in the organization.
To place an intercom call: Dial the subscriber’s extension number. When using Auto
Answer (see page 32), speak after the intercom (IC) confirmation appears.
If the extension is busy, the following feature options are available:
• Camp-on to the busy extension until it is available (see below).
• Place an Off-Hook Voice Announce (see page 35).
• Queue for the subscriber (see page 35).
• Leave a text message (see page 47).
• Record a voice mail message (see page 47).
Using Camp-on
Camp-on allows you to stay on the line and wait for a busy extension to become
available.
9 9 9 1
/ Eur.).
IC TO JOHN SMITH
1 2
1:30 FRI DEC 16
9
34
To
use Camp-on: Stay on the line until the extension becomes available. Until the
call is answered or sent to voice mail, the extension rings periodically and the display
indicates the waiting call.
Inter-Tel® Model 8690 Endpoint User Guide
Page 49
Placing an Off-Hook Voice Announce (OHVA)
An Off-Hook Voice Announce (OHVA) connects you to a subscriber’s speakerphone
while the subscriber is on another call. This allows the subscriber to speak and listen
to you while on the active call.
to place an OHVA—you can also place an OHVA while the extension is idle.
If the called subscriber is on a handsfree call or on a call while using a headset, you
are camped-on to the extension until the call is terminated. The subscriber will then
receive the OHVA as an incoming call.
To place an OHVA:
5
1. Tap .
9
If the extension is busy, you are automatically connected.
If the extension is idle, dial the extension number.
Confirmation notices briefly appear on both endpoints.
*
The subscriber’s extension does not have to be busy
FEATURES
BASIC
OHVA TO JOHN
1:30 FRI DEC 16
2. Place the voice announce. The called party hears the announcement over the
external speaker.
Queuing for a Subscriber
If a called extension is busy, queuing for the subscriber notifies you with a callback
when all endpoints assigned to the subscriber are idle and when the subscriber’s status
is available for calls. The system calls you when the subscriber is available.
To queue for the subscriber (do one of the following):
• From the Active Calls view, tap
• From the endpoint interface, tap
• From the Outbound Communication dialog box, tap
To cancel the queue: Answer the callback, and then hang up.
OHVA CALL FROM
Queue (see page 31).
QUEUE.
MARIA
Queue (see page 58).
* OHVA may or may not be enabled for your system. Shared (forked) extensions cannot use OHVA. Con-
tact your system administrator for more information.
Inter-Tel® Model 8690 Endpoint User Guide
35
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Placing Outside Calls
Outside calls are calls placed to parties outside of the organization.
To place an outside call:
1. With or without the handset lifted, do one of the following:
• Tap
OUTGOING.
• Tap the Outgoing Call access code. The default code is .
2. Dial the number.
Using Billing Codes
9
BASIC
FEATURES
Billing codes are used to categorize calls. If they are used in your organization, you
may be prompted to enter one when placing outside calls. Contact your system
administrator for billing code information.
Redialing a Phone Number
The redial feature automatically redials the last extension or outside number called.
To redial the last number called, do one of the following:
• Tap , and then tap
0
• Tap .
0
REDIAL.
Using Auto Redial
Use Auto Redial to redial intercom or outside calls in timed intervals until answered.
To use Auto Redial:
3
1. Tap .
2. Enter the number of attempts desired, and then tap .
3. Enter the time-out period (the time between attempts), and then tap .
To cancel Auto Redial, do one of the following:
• Lift and replace the handset.
• Tap
5
EXIT or .
#
#
Using Last Call Return
You can automatically dial the last incoming call received.
To use Last Call Return: Tap
36
6
9
.
Inter-Tel® Model 8690 Endpoint User Guide
Page 51
Using Speed Dial
There are two types of speed dial that you can use to dial numbers:
• Station speed dial: A subset of contacts (up to 20) from your Personal contact
list which have access codes (
1
0
to ) assigned to them for speed dial-
9
1
ing.
• System speed dial: A subset of contacts (up to 100) from your Company contact
list which are assigned by the system administrator and have access codes
0 0
2
( to ) assigned to them for speed dialing. Contact your sys-
9 9
2
tem administrator for System speed dial access codes.
To use Speed Dial: Tap
plus the access number assigned to the contact. For
example:
• Tap
• Tap to call a company number (using System speed dial).
0 1
to call a personal contact (using Station speed dial).
0 0
2
Assigning Station Speed Dial Numbers
You can assign Station speed dial access codes to Personal contact list entries.*
To assign a Station speed dial number to a personal contact:
1. While in the Personal contact list (see page 63), tap the contact list name, and
then tap .
2. Tap the Settings tab, and then select an available speed dial access code from the
drop-down list. Speed dial access numbers that have already been assigned do
not display.
FEATURES
BASIC
3. Tap OK to accept the changes.
* You can also assign Station speed dial access codes using Inter-Tel Personal Communicator for Web or
Personal Communicator for Windows.
Inter-Tel® Model 8690 Endpoint User Guide
37
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BASIC
FEATURES
FEATURES USED WHILE ON A CALL
The following features are primarily used for active or incoming calls.
Placing Calls On Hold
When you place a call on hold, the held party hears music-on-hold or silence, depending on system configuration. While the call is on hold, the system periodically rings
your endpoint as a reminder.
To place a call on hold:
1. Do one of the following:
• From the Active Calls view, tap .
• From the endpoint interface, tap .
2. Hang up or place another call.
To return to a held call:
1. Lift the handset or tap (handsfree).
2. Tap , , or the flashing button.
If more than one call is on hold, switch between held calls (call hop) by tapping
the flashing button assigned to the call.
Using Call Park
Use Call Park to place calls on hold to a designated “orbit” location. After the call is
parked to the orbit location, it can be picked up (answered) by any subscriber.
38
To use Call Park:
1. During the call, tap PARK or .
2. Enter a 1- to 10-digit orbit number (for example, ), and then tap . A
9 8
1 1 #
1
confirmation notice appears.
CALL PARKED
SUCCESSFULLY
3. Dial the extension number for which the parked call is intended and announce
the parked call and the orbit number.
4. Hang up. You are disconnected from both parties.
If the parked call is not picked up, it is redirected to the subscriber who parked the
call after the Park Recall Timer expires (about two minutes).
To pick up a parked call:
9
1. Tap PKUP or .
2. Enter the orbit number, and then tap .
9
#
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Page 53
Using the Mute Feature
The Mute feature disables your microphone to prevent other parties from hearing you.
To enable/disable mute from the Active Calls view:
1. During the call, press and hold the stylus on a displayed call to display the Con-
text menu.
2. Tap Audio - Mute.
To enable/disable Mute from the endpoint interface: During the call, tap .
Displaying Your User Information
You can temporarily display your user information and the system time and date.
6 5
To display user and system information: Tap
.
Displaying Caller ID Information
Use Caller ID to display the caller’s name or number (if available) and the elapsed
time of the call, toggling between the name and number.
JOHN SMITH
480-961-9000
:08
Caller Name on Caller Name off
To display caller ID information: Tap
3 4
(Caller ID toggle).
Blocking Outbound Caller ID Information
You can block your Caller ID information from displaying on the current call.*
To block outbound Caller ID for the current call: Tap
the number (the number is immediately dialed).
To unblock outbound Caller ID (if set to always blocked): Tap
:08
6 7
, and then enter
8 2
.
FEATURES
BASIC
* “All call” Outbound Caller ID settings are enabled/disabled by the system administrator.
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39
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Using Annoyance Call Trace
BASIC
FEATURES
Annoyance Call Trace identifies and records an unwelcome caller’s Caller ID information and the time of the call.
tor for the call information. Annoyance Call trace can be used during or immediately
after the call.
To use Annoyance Call Trace: Tap
Transferring Calls
Calls can be transferred three ways:
• Transfer to Ring: Transfers the call to an extension or outside number.
• Transfer to Hold: Transfers the call to another subscriber and places the call on
hold.
• Transfer on Connect: Transfers the call to another phone and then disconnects
the call from your endpoint. For example, use Transfer on Connect to transfer a
call from your endpoint to your cell phone or personal digital assistant (PDA).
To use Transfer to Ring or Transfer to Hold from the Active Calls view:
1. Select the call to be transferred, and then tap .
2. Enter the extension or outside number in the Call Transfer dialog box or tap
to search for the contact from the Personal Contacts view (see page
63).
*
However, you must contact your system administra-
5 7
. A confirmation notice appears.
CALL TRACE
SUCCEEDED
NOTE
3. If desired, select the Transfer to Hold check box to transfer the call to hold.
4. Tap to transfer the call, or tap to cancel the transfer.
Calls are automatically disconnected when using the Call transfer
dialog box (you cannot announce the call).
To use Transfer to Ring from the endpoint interface:
1. While on the call, tap XFR or , and then tap TRANSFER.
2. If you are transferring the call to an extension, dial the extension number.
If you are transferring to an outside number, tap
Call access code ( ). Then dial the number.
3. Wait for an answer, announce the call if desired, and then hang up. If the exten-
9
OUTGOING or the Outgoing
sion is unavailable, tap the flashing button to return to the caller.
* Annoyance Call Trace may or may not be enabled for your system. Contact your system administrator
for more information.
40
Inter-Tel® Model 8690 Endpoint User Guide
Page 55
To use Transfer to Hold from the endpoint interface:
1. While on the call, tap .
2. Dial the extension number.
3. Announce the call if desired, and then hang up to complete the transfer. A con-
4 6
firmation notice appears.
TRANSFER
SUCCESSFUL
To use Transfer on Connect:
1. While on the call, tap or .
2. If you are transferring the call to an extension, dial the extension number.
If you are transferring to an outside number, tap the Outgoing Call access code
9
( ), and then dial the number.
3. Hang up after the confirmation notice appears.
FEATURE REQUEST
Using Send to Destination
Send to Destination allows you to send incoming calls to another extension or outside
number.
To use Send To Destination:
1. While the call is ringing, tap SEND TO DEST or .
2. Do one of the following:
• If you are sending the call to an extension, dial the extension number.
• If you are sending the call to an outside number, tap the Outgoing Call
access code ( ), and then enter the number. A confirmation notice appears.
CALL FORWARDED
TO 1234
9
Extension Outside Number
7 9
SUCCEEDED
4 8
CALL FORWARDED
TO 4809619000
FEATURES
BASIC
Inter-Tel® Model 8690 Endpoint User Guide
41
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BASIC
FEATURES
Using Directed Call Pickup
Directed Call Pickup allows you to answer a call that is ringing or holding at another
endpoint (reverse transfer a call). For example, if you receive a call but you are away
from your desk, you can answer the call from any system endpoint.
To use Directed Call Pickup:
1. Tap .
2. Dial the extension number where the call is ringing or holding to connect to the
caller. A confirmation notice appears.
5 3
SUCCESSFUL
If the call is for a hunt group (see page 71), enter the hunt group extension number to answer the call.
Using Group Call Pickup
A call group is a group of subscribers who have their own extensions.* Unlike hunt
groups (see page 71), call group members do not share an extension. Call group members can answer ringing or holding calls for any other member of the call group. Calls
are answered based on the order they are received (first in, first answered).
TRANSFER
To use Group Call Pickup: Tap . The first call received is answered.
Placing Conference Calls
You can place a conference call with subscribers and outside parties. The number of
parties who can be added to the conference depends on system configuration.
To place a conference call from the Active Calls view:
1. Place the first call on hold.
2. Add the conference parties:
• If you are adding a subscriber, dial the extension number.
• If you are adding an outside party, tap
access code
Announce the conference, and then place the call on hold. Repeat this step until
all parties are gathered for the conference.
3. Tap to start the conference.
* Call groups are configured by the system administrator.
42
9
( ). Then dial the number.
5 4
OUTGOING or the Outgoing Call
Inter-Tel® Model 8690 Endpoint User Guide
Page 57
To place a conference call from the endpoint interface:
1. While on the first call, tap CNF to place the call on hold.
2. Add the conference parties:
• If you are adding a subscriber, dial the extension number.
• If you are adding an outside party, tap
access code
9
( ). Then dial the number.
Announce the conference, and then tap
3. After gathering the conference parties, tap CONN TO CNF to start the confer-
OUTGOING or the Outgoing Call
CNF to place the call on hold.
ence. A confirmation notice appears.
CNF IN PROGRESS
To place your endpoint on hold and remove yourself from the conference:
Tap . This places your endpoint on hold without disconnecting the parties. To
return to the conference, tap the flashing button.
To add a party to the conference:
1. Do one of the following:
• From the Active Calls view, tap .
• From the endpoint interface, tap
2. Call the party to be added to the conference, announce the conference, and then
tap (Active Calls view) or
3. Tap (Active Calls view) or CONN TO CNF (endpoint interface) to
ADD PARTY.
CNF (endpoint interface).
reconnect to the conference with the added party.
FEATURES
BASIC
To drop out of the conference:
1. Tap (Active Calls view) or CNF (endpoint interface).
2. Hang up. This removes you from the conference but leaves the other parties con-
nected.
To reconnect to the conference: Tap (Active Calls view) or the flash-
ing button (endpoint interface).
Inter-Tel® Model 8690 Endpoint User Guide
43
Page 58
USING MESSAGES
You can use your endpoint to leave or retrieve text or voice mail messages. If instant
messaging (IM) is enabled, you can use the endpoint to create a group IM conference
(see page 45) or send instant messages from the Outbound Communication dialog box
(see page 63).
Using Text Messages
The default text message sent from the endpoint is “Please Call Me.”
PLEASE CALL ME
BASIC
FEATURES
You can also create and send text messages from the Contacts view (see below).
To create and leave a text message from the Personal Contacts view:
1. Tap .
2. Do one of the following:
• From the Show drop-down list, select a group, and then select a contact from
the displayed list.
• Search the directory for the contact (see page 64).
3. Tap to display the Outbound Communication dialog box (see page 63).
4. Tap Text Message, and then type the message in the text box.
5. Tap OK to send the message, or tap Cancel to exit.
To leave a text message from the endpoint interface:
1. Do one of the following:
• Tap , and then tap
• Tap .
2. Dial the extension number. A confirmation notice appears.
To cancel a sent text message from the endpoint interface:
1. Do one of the following:
• Tap , and then tap
• Tap .
2. Dial the extension number.
3. Tap DELETE to cancel the message. A confirmation notice appears.
5 2 0
5 2 2
LEAVE MESSAGE.
MESSAGE LEFT FOR
JOHN SMITH
CANCEL MESSAGE.
MESSAGE DELETED
44
Inter-Tel® Model 8690 Endpoint User Guide
Page 59
Leaving Voice Mail Messages
You can leave voice mail messages from the Contacts view or the endpoint interface.
To leave a voice mail from the Contacts view:
1. Tap .
2. Do one of the following:
• From the Show drop-down list, select a group, and then select a contact from
the displayed list.
• Search the directory for the contact (see page 64).
3. Tap to display the Outbound Communication dialog box (see page 63).
4. Tap Voice Mail, and then leave your voice mail when prompted.
To leave a voice mail message from the endpoint interface:
1. Do one of the following:
• Tap , and then tap
• Tap
2. Dial the extension number. Leave the voice mail message, and then hang up.
9
.
LEAVE VMAIL.
3
Starting an IM Session with a Subscriber
You can start an IM session with a subscriber who is available for IM.
To start an IM session from the Contacts view:
1. Tap .
2. Do one of the following:
• From the Show drop-down list, select a group, and then select a contact from
the displayed list.
• Search the directory for the contact (see page 64).
3. Tap to display the Outbound Communication dialog box (see page 63).
4. Tap Instant Message, and then type the message in the text box.
5. Tap OK to send the message, or tap Cancel to exit.
FEATURES
BASIC
*
Starting a Group Instant Messaging (IM) Conference
You can start an IM conference with contact group members available for IM.
To place a group IM conference:
1. From the Home view, select a group from the drop-down list.
2. Click on the Group IM Conference icon to start the IM conference.
* IM may or may not be enabled for your system. Contact your system administrator for more information.
Subscribers must be available for IM to start an IM session.
Inter-Tel® Model 8690 Endpoint User Guide
45
Page 60
BASIC
FEATURES
Paging Subscribers
A page is an announcement through endpoint speakers or external speakers. The Paging feature uses page groups to prevent announcements from transmitting through
every endpoint in the system. Contact your system administrator for page group numbers and list them below for your convenience.
To use the Page feature:
1. Do one of the following:
• Tap , and then tap
• Tap
2. Enter the page group number. A confirmation notice appears.
3. Place the page announcement, and then hang up.
7
.
PAGE GROUP NUMBER
PAGE.
5
PAGE IN PROGRESS
1:30 FRI DEC 16
46
To cancel the page: Hang up or tap
END CALL.
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Page 61
RETRIEVING MESSAGES
When you receive new text and voice mail messages, the Message Indicator lamp flashes (if enabled) and the Message icon appears in the system tray. New e-mail, fax, or instant messages do not activate the Message
Indicator lamp or change the Message icon status.
To retrieve messages from the Message view:
1. Click .
2. Select a message to retrieve (do one of the following):
• Double-tap the entry on the
page 76).
• Double-tap the entry on the line to view the text message, and then click
to display the Outbound Communication dialog box (see page 63).
(If more than one match is found for the contact name, a list of all matches
appears. If no match is found, an error message appears.)
• Double-tap the entry on the
FEATURES
BASIC
line to listen to the voice mail message (see
line to view the subject line of the message.
To view or reply to a text message from the endpoint interface:
1. While the handset is on-hook, tap VIEW MESSAGE or . Then lift the handset
if desired.
2. Tap VIEW TEXT to view the message. If more than one message is waiting, tap
>>/ << or to scroll through the messages.
3. Do one of the following:
• Tap
• Tap
REPLY to call the party that left the message.
DELETE to delete the message.
To listen to a voice mail message from the endpoint interface:
1. Tap or VIEW MESSAGE to connect to your mailbox.
2. If there is more than one message, tap >>/<< or to scroll through the
messages.
3. Tap LISTEN or to connect to your mailbox, enter your password (if
prompted
* You can enable auto logon to voice mail using Inter-Tel Personal Communicator for Web (see page 76).
Inter-Tel® Model 8690 Endpoint User Guide
*
), and then tap .
#
#
47
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BASIC
FEATURES
48
Inter-Tel® Model 8690 Endpoint User Guide
Page 63
Advanced Features
The Inter-Tel 7000 Network Communications Solution advanced features provide
you with the latest communication technologies.
PRESENCE MANAGEMENT
Presence management features enable you to:
• Inform subscribers of your availability and direct calls based on your status (see
below).
• Route incoming calls using Reach Me (see page 51).
• Use routing rules to set and change how your calls are routed based on the caller,
type of call, and destination (see page 52).
Changing Your Status
Your status reflects your availability. The seven default status settings are
shown in the following table.
IDENTIFIER STATUS
1
2
3
4
5
6
7
Available
Unavailable
Send Calls To <number>
In Meeting Until <time>
Out to Lunch
Gone Home
On Vacation Until <date>
ADVANCED
FEATURES
The IN MEETING UNTIL and ON VACATION UNTIL status settings allow you to enter
the time or date you will return. For example, if you select
your status setting and enter 3:30 as your return time, your endpoint displays
MEETING UNTIL 3:30
. The SEND CALLS TO status setting allows you to forward
incoming calls to another extension or outside number.
If your status is not set to
voice mail. However, you can change your default status settings or add statuses using
Inter-Tel Personal Communicator for Web.
Inter-Tel® Model 8690 Endpoint User Guide
IN MEETING UNTIL as
IN
AVAILABLE, default routing settings send your calls to
49
Page 64
ADVANCED
FEATURES
To set your status:
1. Do one of the following:
• From the Home view, select a status option from the drop-down list.
• Tap , and then go to step 2.
2. Do one of the following:
• Enter the status identifier from the table on page 49.
• Tap
BROWSE, and then tap NEXT/PREVIOUS or to scroll
through the options.
3. If the status includes a time date, or forwarding number, enter the information
using the dialpad buttons. See the following table for dialpad button character
descriptions.
4. Tap ACCEPT or to set the status.
BUTTON
1
2
3
4
5
6
7
8
9
0
1 2 3 4 5 6 7 8 9 10 11 12 13
1!|’:;,/\><)(
ABC2a b c
DEF 3 d e f
GH I 4 g h i
JKL5 j k l
MNO 6 m n o
PQRS7 p q r s
TUV8 t u v
WXYZ9wxyz
0.@#*-_&%=$~+
#
NUMBER OF TIMES BUTTON IS TAPPED (IN ALPHA MODE)
50
To use the dialpad to enter characters:
Tap the dialpad buttons to enter characters. If the dialpad is currently set to enter
numeric characters (numbers), switch to alphanumeric (letters, numbers, and symbols) by tapping
move the cursor backward, deleting the last character(s) entered, or tap
move the cursor forward. For example, to enter
ALPHA. Return to numeric by tapping NUMERIC. Tap back << to
forward >> to
1:30, you can use the following
sequence:
1. In numeric mode, tap . Tap ALPHA to switch to alpha mode.
2. In alpha mode, tap five times, and then tap NUMERIC to switch to numeric
1
1
mode.
3. In numeric mode, tap .
4. In numeric mode, tap .
5. Tap ACCEPT or to accept the entry.
3
0
#
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Page 65
Using Reach Me
Use Reach Me to route calls to the following (default) destinations:*
• At my desk: Calls are sent to your current location based on your status setting.
• Voice mail: Calls are sent to voice mail.
• Send calls to: Calls are sent to the extension or outside number used as the for-
warding number.
• Follow rules: Calls or instant messages are routed based on default system rout-
ing rules or routing rules created using Inter-Tel Personal Communicator for Web
(see page 52).
To use Reach Me from the Routing view:
1. Tap , and then tap Change.
2. Select a Reach Me option from the drop-down list.
If you selected
3. Tap Ok to activate the setting.
To use Reach Me from the endpoint interface:
1. Do one of the following:
• Tap
• Enter the feature code from the following table, and then go to step 3.
REACH ME or , and then go to step 2.
FEATURE CODE REACH ME SETTING
Send Calls to, enter the extension or outside number.
5 6 0
5 6 1
At My Desk
ADVANCED
FEATURES
5 6 2
5 6 3
5 6 4
Send to Voice Mail
Send Calls to <number>
Follow Rules
2. Tap BROWSE, and then tap NEXT/PREVIOUS or to scroll through
the options.
3. Tap ACCEPT or to accept the Reach Me setting.
If you selected
Changing your Reach Me setting also changes your status setting. For
example, changing your Reach Me setting to VOICE MAIL also
NOTE
* Routing rules can be added or changed using Inter-Tel Personal Communicator for Web. Contact your
system administrator for more information.
Inter-Tel® Model 8690 Endpoint User Guide
changes your status setting to UNAVAILABLE. Changing your Reach
Me setting to AT M Y D E SK also changes your status setting to
AVAILABLE.
#
SEND CALLS TO, enter the number, and then tap ACCEPT or .
#
51
Page 66
ADVANCED
FEATURES
Enabling or Disabling Routing Rules
Routing rules determine how incoming calls or instant messages are routed depending
on conditions and actions relating to the caller or sender. For example, you can create
a rule that sends a particular caller (or group) to voice mail, plays a pre-recorded
greeting, or transfers the call to another number.
To view conditions and actions assigned to a routing rule:
Tap the plus sign next to the routing rule to display conditions and action(s)
assigned to the routing rule. To hide the action(s), tap the minus sign next to routing rule.
Routing Rule
Condition
Action
To enable or disable a routing rule:
1. Tap .
2. Tap to disable the routing rule (the default setting is enabled), or tap to
enable the routing rule.
52
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Page 67
ADVANCED SUBSCRIBER FEATURES
Advanced subscriber features allow you to:
• Lock your endpoint (see below).
• Bypass routing rules to contact other subscribers (see page 54).
• Redirect active or incoming calls using Hot Rules (see page 54).
• Find and call contacts using Personal Assistant (see page 55).
• Record calls and voice memos using Record-A-Call (see page 55).
• Log on to other endpoints using Hot Desking (see page 56).
• Allow multiple callers to listen to a caller using Group Listen (see page 57).
• Monitor other subscribers’ call activity using Monitor Account (see page 57).
• Contact subscribers using Outbound Communication (see page 58).
• View or return recent calls using your Call Log (see page 60).
• Find and contact others using contact lists (see page 63).
• Access Inter-Tel Personal Communicator using the voice portal (see page 67).
Locking Your Endpoint
You can lock your endpoint to prevent others from using it.
To lock your endpoint: Tap
To unlock your endpoint: Enter your personal identification number (PIN), and then
tap
UNLOCK or . If necessary, contact your system administrator for your PIN.
IMPORTANT
To dial an emergency service number when the endpoint is locked: Do one of the
following:
• Dial the emergency service number, and then tap (for example,
9
• Dial the emergency service number. After a 4-second pause, the system
places the call.
#
You can still use the endpoint to dial emergency service numbers
when it is locked ( U.S. or / Eur.).
#
Tap after dialing the emergency service number to immediately
place the call. Otherwise, there will be a 4-second system pause
before the system places the call, as described below.
1 1 #
). The system immediately places the call.
3 1
.
9
1 1
ADVANCED
FEATURES
9
9 9
#
1
1 2
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53
Page 68
Using Direct Endpoint Access
ADVANCED
FEATURES
Direct Endpoint Access allows you to call a subscriber’s extension and bypass all
routing rules enabled by the subscriber.
To use Direct Endpoint Access:
6
1. Tap .
2. Dial the extension number.
9
Using Direct Account Access
Direct Account Access allows you to call a subscriber at the subscriber’s current location and bypass any other enabled routing rules.
To use Direct Account Access:
7
1. Tap .
2. Dial the extension number.
9
Using Hot Rules
Use Hot Rules to redirect active or incoming calls. If you are on an active call, Hot
rules apply to the active call, not to an incoming call. Hot Rules apply to incoming
calls only if the endpoint is idle.
There are three default Hot Rules destinations:
• Voice mail (
• Current location (
• Hold call (
V-MAIL): Sends the call to voice mail.
CUR LOC): Sends the call to your current location.
HOLD CL): Places the call on hold.
*
This ensures the extension endpoint is dialed.
To apply a Hot Rule to a ringing call:
1. While a call is ringing, tap Apply Hot Rule from the Hot Rules message box.
2. Select a Hot Rule option from the drop-down list.
To apply a Hot Rule from the Active Calls view:
1. Tap and hold the stylus on a displayed call to access the Context menu.
2. Tap Advanced, and then tap Apply Hot Rule.
3. Select a Hot Rule from the drop-down list.
To apply a Hot Rule from the endpoint interface:
2
1. While on a call or while a call is ringing, tap HOT RULES or .
2. Tap APPLY or to accept the current Hot Rule, or tap NEXT/PREVIOUS or
* Direct Endpoint Access and Direct Account Access may or may not be enabled for your system. Contact
your system administrator for more information.
54
#
to scroll through the options, and then tap
Inter-Tel® Model 8690 Endpoint User Guide
APPLY to accept the rule.
4
Page 69
Using Personal Assistant
Personal Assistant allows you to place a call by saying the name, extension, or outside
number of the person you are calling.
To use Personal Assistant:
1. Tap .
2. After hearing Personal Assistant’s introduction (“Who would you like to call”?),
6 4
say the name, extension, or outside number of the person you want to call. Personal Assistant verifies the information or asks you to repeat the request.
3. Say “Yes” to accept, or say “No” to start over.
Using Record-A-Call
Use Record-A-Call to record an ongoing call. You can then retrieve the recording
from your mailbox. Record-A-Call remains active after the other party hangs up. This
allows you to add to the recording with your own message.
To use Record-A-Call from the Active Calls view:
1. Tap and hold the stylus on a displayed call to display the Context menu.
2. Tap Audio - Record to record the call.
3. After recording the conversation, append the message if desired, and then tap
END REC or hang up stop the recording and end the call.
To use Record-A-Call from the endpoint interface:
1. While on the call, tap .
2. Enter the mailbox number (if not preprogrammed), and then tap ACCEPT or
A confirmation notice appears.
*
†
ADVANCED
FEATURES
5
8
#
RECORDING IN
PROGRESS
3. After recording the conversation, append the message if desired, and then tap
END REC or hang up to stop the recording and end the call.
To retrieve the recording: Retrieve the recording as a new message (see Listening to
Voice Mail Messages on page 76).
* Personal Assistant may or may not be enabled for your system. Contact your system administrator for
more information.
† The confirmation prompt can be disabled using Inter-Tel Personal Communicator for Web.
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ADVANCED
FEATURES
Recording a Voice Memo
You can use Record-A-Memo to record a voice memo and save it to your mailbox or
another subscriber’s mailbox as a voice mail message.
To record a voice memo:
8
1. Tap .
2. Enter the mailbox number (if not preprogrammed).
3. Record the message.
4. Tap END CALL or hang up to stop recording and end the call.
5
To retrieve the recording: Retrieve the recording as a new message (see Listening to
Voice Mail Messages on page 76).
Hot Desking
Hot Desking allows you to log on to another system endpoint and transfer your
account profile (your extension number, user name, status setting, contacts, etc.) to
the endpoint on which you are logged on.
point(s) on which you are logged on (unless your Reach Me settings have routed your
calls to another location). Hot Desking is often used when multiple subscribers share
the same endpoint or when a subscriber changes desks frequently.
Calls can still be placed to the subscriber who was originally assigned
NOTE
to the endpoint using the subscriber’s extension number. Incoming
calls for the original subscriber are assigned to the fourth line button.
*
Incoming calls are routed to the end-
To us e Ho t D es k in g :
1. While the handset is on-hook, do one of the following:
7
• Tap
• Tap
2. Enter your login (account or extension) number, and then tap ACCEPT or .
3. Enter your personal identification number (PIN), and then tap ACCEPT or . If
8
(Hot Desk log on).
8
(Hot Desk log on/log off).
1
7
2
#
necessary, contact your system administrator for your PIN.
To log out of the endpoint and return it to the previous setting, do one of the following:
7
• Tap
• Tap
* Hot Desking may or may not be enabled for your system. If enabled, Hot Desking options can be modi-
fied using Inter-Tel Personal Communicator for Web. Contact your system administrator for more information.
8
(Hot Desk log off).
8
(Hot Desk log on/log off).
56
0
7
2
Inter-Tel® Model 8690 Endpoint User Guide
#
Page 71
Using Group Listen
Group Listen allows you and others to listen to a caller over the speaker while you use
the handset or headset to continue speaking. This allows other people in the room to
listen to the caller while the caller can only hear you. Because Group Listen uses the
external speaker, it cannot be used during a handsfree call.
To use Group Listen from the Active Calls view:
1. Tap and hold the stylus on a displayed call to display the Context menu.
2. Tap Audio, and then tap Group Listen.
To use Group Listen from the endpoint interface, do one of the following:
4
• Tap
• Tap
9 1
(Group Listen on).
4
9 2
(Group Listen on/off).
To disable Group Listen, do one of the following:
4
• Tap
• Tap
9 0
(Group Listen off).
4
9 2
(Group Listen on/off).
• Hang up.
Using Monitor Account
ADVANCED
FEATURES
Monitor Account allows you to assign feature buttons to other subscribers using InterTel Personal Communicator for Web.
*
When enabled, you can use your Monitor
Account buttons to:
• Call the subscriber by tapping the feature button assigned to the extension.
• Transfer a call to the subscriber by tapping the button (you do not have to dial the
extension number).
• Visually monitor the subscriber’s call activity.
The assigned feature button indicates the subscriber’s endpoint activity, as shown in
the following table.
BUTTON INDICATION SUBSCRIBER ENDPOINT ACTIVITY
LIT All of the subscriber’s endpoints are idle.
OFF One or more of the subscriber’s endpoints are busy.
* Monitor Account may or may not be enabled for your system. Refer to the help section provided in Inter-
Tel Personal Communicator for Web for instructions to enable Monitor Account feature buttons. Contact
your system administrator for more information.
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ADVANCED
FEATURES
Using Outbound Communication
The Outbound Communication dialog box (below) and menu (see page 59) display
when using system features such as the Call Log and contact lists. They allow you to
quickly connect to subscribers using system communication options.
To contact subscribers using the Outbound Communication dialog box: While
the dialog box is displayed, tap one of the following options:
• Find Me: Call the subscriber’s primary extension, enabling the subscriber’s rout-
ing rule to route the call (see page 52).
• Find/IM Me: Dial the subscriber’s primary extension and send an instant mes-
sage.
• Voice Mail: Leave the subscriber a voice mail message (see page 47).
• Text Message: Send the subscriber a text message (see page 44).
• Queue for the subscriber: Queue for the subscriber (see page 35).
• Instant Message: Send an instant message to the subscriber’s IM location(s).
• Call the subscriber: Call the subscriber by selecting one of the extension or out-
side numbers displayed.
• Billing Code (outside calls only): Apply a billing code to the call (see page 36).
• Block caller ID on outside calls: Block your outbound caller ID (see page 39).
*
* Default text messages can be edited before sending from the Outbound Communication dialog box.
58
Inter-Tel® Model 8690 Endpoint User Guide
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The following Outbound Communication options display from the endpoint interface:
•
FIND ME: Call the subscriber’s “At My Desk” location (see page 51).
•
MESSAGE: Leave a text message (see page 44).
•
V-MAIL: Leave a voice mail message (see page 47).
•
QUEUE: Queue for the subscriber (see page 35).
•
CALL <number>: Select a number to call from all numbers stored for the con-
*
tact.
To use the Outbound Communication menu (from the endpoint interface):
1. While the subscriber’s name is displayed in a feature menu (Call Log, contact
list, etc.), tap
†
tion.
This includes the subscriber’s call and instant messaging (IM) availability
CONTACT to view the subscriber’s status and contact informa-
on the first line, with the call availability listed first.
The letter
A stands for “available”—the letter U stands for “unavailable.” The
second line displays different ways to contact the subscriber:
IM Status
AU AVAILABLE
Call Status
2. Tap NEXT/PREVIOUS or to scroll through the contact options dis-
FIND ME: 67890
played on the second line.
3. Tap CONTACT or to activate the selection.
#
Contact Options
ADVANCED
FEATURES
* Contact phone numbers can be entered and changed using Inter-Tel Personal Communicator for Web.
† Settings may be added or changed depending on system configuration.
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ADVANCED
FEATURES
Using Your Call Log
Your Call Log is a record of recent missed, incoming, and outgoing calls (up to the
last 50 calls for each type). For each call, you can see who the call was from/to and
when the call occurred. You can also place calls from your Call Log.
Calls are displayed from newest to oldest. You can also sort in ascending direction by
“Name” or “Call Duration.”
To use the Call Log from the Call Log view:
1. Tap .
2. Select one of the following Call Log options:
• Tap for missed calls.
• Tap for incoming calls.
• Tap
for outgoing calls.
60
Call Log icons and meanings:
Indicates that the subscriber is in the system but is not in your Personal contact
list (see page 63).
Indicates that the subscriber is in your Personal contact list (see page 63).
Activates the Outbound Communication dialog box (see page 63) to contact
subscribers or the Place Call dialog box to contact outside callers.
Retrieves transfer and conference information (if applicable).
Transfers an active call to this person.
Includes this user in an active (IM) session.
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Page 75
To place calls from the Call
Log:
1. Double-tap the Call Log
entry. The Place Call
dialog box appears.
2. Select a billing code
from the drop-down list
(if applicable). (See
Using Billing Codes on
page 36.)
3. If desired, select the Block caller ID on outside calls check box to block your
outbound caller ID.
4. Tap Dial to dial the number, or tap Cancel to return to the Call Log.
Other Call Log view options include:
• Contacting the subscriber using Outbound Communication dialog box options
(see page 58).
• Editing contact information (see page 64).
• Adding the entry to your Station speed dial list (see page 37).
• Reviewing transfer and conference information (if applicable) by tapping .
• Adding the entry to your Address Book (see below).
Adding a Call Log Entry to Your Address Book
ADVANCED
FEATURES
Call Log entries can be added to your Address Book for quick access.
To add a Call Log entry to the Address Book:
1. While in the Call Log, tap on the entry, and then tap
2. Enter the contact information in the General, Work, Home, and Settings tabs.
You can also assign a speed-dial code to the new contact in the Settings tab (see
page 37).
3. Click OK to accept the entry.
Inter-Tel® Model 8690 Endpoint User Guide
. The New Contact dialog box appears.
61
Page 76
To use the Call Log from the endpoint interface:
1. Do one of the following:
• Tap
CALLS or , and then go to step 2.
4 1 0
• Enter the feature code from the following table, and then go to step 3.
FEATURE CODE CALL LOG OPTION
4 1 1
Missed Calls
ADVANCED
FEATURES
4 1 2
4 1 3
2. Select one of the following:
• Tap
• Tap
• Tap
3. Tap NEXT/PREVIOUS or to scroll through the options.
1
or MISSED CALLS for missed calls.
2
or INCOMING for incoming calls.
3
or OUTGOING for outgoing calls.
Incoming Calls
Outgoing Calls
The time and date of the call display on the first line, followed by the call type
([
M] for missed, [I] for incoming, [O] for outgoing) and the subscriber’s name (or
outside number) on the second line.
Time and Date
Call Type
Time and Date
Call Type
01:30 FRI OCT 14
(I) SMITH, JOHN
Intercom Call
01:30 FRI OCT 14
(O) 4809619000
Outside Call
Subscriber Name
Outside Number
To return a call listed in the Call Log:
If the call is from or to a subscriber, tap
CONTACT or to display the Outbound
#
Communication menu (see page 63).
If the call is from or to an outside caller, tap
CALL or while the number is dis-
#
played.
62
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Using Contact Lists
There are four types of contact lists:*
• Personal: A directory of your personal contacts. Station speed dial numbers (see
page 37) can be assigned from the Personal contact list.
• Group: A subset of your personal contacts which have been assigned to a partic-
ular group. The default groups are Family, Friends, VIP, and Blocked.
• Company: A directory of phone numbers entered by the system administrator.
System speed dial numbers (see page 37) are assigned from this contact list.
• Directory: A directory of all subscribers in the organization.
You can access your Personal contact list and then contact the subscriber using the
Outbound Communication dialog box (see page 58). You can also add a contact to
your Personal contact list or edit an existing contact (see page 61).
†
To access a contact list from the Home view:
Select a group type from the Group
drop-down list. The contact names that belong to the group display with an icon representing the contact type and real-time availability. See pages 16 and 60 for icon
descriptions.
Group Drop-Down List
Contact Names
ADVANCED
FEATURES
* You must use Inter-Tel Personal Communicator for Web to set up your Personal and Group contact lists.
However, personal contacts can be added or edited using Inter-Tel Personal Communicator for the following: Web, Windows, Internet Explorer, Outlook, Mobile Devices, the Model 8690, and Voice (using
speech recognition).
† Groups can be added using Inter-Tel Personal Communicator for Web.
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ADVANCED
FEATURES
To access your Personal contact list from the Personal Contacts view:
1. Tap .
2. Do one of the following:
• Tap on the letter that begins the last name of the contact (use the left and
right arrows to scroll through the alphabet).
• Tap
• Tap
ALL to display all contacts.
# to display all unknown contacts or contacts that begin with a number
or symbol (for example, 3 Sons Roofing).
To select a contact list by group:
1. Tap the letter that begins the last name of the contact.
2. Tap the Group Filter drop-down list and select a group name (the default groups
are Family, VIP, Friends, and Blocked) to filter the names by the selected group.
Select
<Not Specified> if you do not wish to browse by a particular group. This
displays all contacts that begin with the selected letter for all groups.
Editing Contact Information
You can edit contact information in your Personal contact list.
To edit contact information:
1. From the Contacts view, tap on the contact, and then tap .
2. Enter the new information in each of the General, Work, Home, and Settings
tabs (if applicable), and then tap
64
OK.
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To access a contact list from the endpoint interface:
1. Do one of the following:
0 0
• Tap or
SONAL
, GROUP, COMPANY, DIR).
• Enter the feature code from the following table
FEATURE CODE CONTACT LIST
3
, and then select the contact list name (PER-
.
0 1
3
0 2
3
0 3
3
0 4
3
0 5
3
Search For
Browse Groups
Personal
Directory
Company
If you selected SEARCH FOR, enter the full or partial name of the person, and
then tap
SEARCH or to start the search (see page 66).
If you selected
OUS
or to scroll through group options. Tap BROWSE again to select
#
BROWSE GROUPS, tap BROWSE, and then tap NEXT/PREVI-
a group.
2. Tap NEXT/PREVIOUS or to scroll through the contact list.
If the contact is a subscriber, tap
CONTACT or to display the Outbound Com-
#
munication menu (see page 59).
If the contact is not a subscriber, all stored numbers for the contact are displayed.
3. Tap CONTACT or to activate the selection or dial the number.
#
ADVANCED
FEATURES
To delete a contact from the Personal or Group contact lists: Tap
the name is displayed.
Inter-Tel® Model 8690 Endpoint User Guide
DELETE while
65
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ADVANCED
FEATURES
Searching for a Contact
To search for a contact from the Home View (see page 31): Tap , and
then enter the full or partial name of the contact.
To use the dialpad to enter characters:
Tap the dialpad buttons to enter characters. If the dialpad is currently set to enter
numeric characters (numbers), switch to alphanumeric (letters, numbers, and symbols) by tapping
move the cursor backward, deleting the last character(s) entered, or tap
move the cursor forward. See the following table for dialpad button descriptions.
BUTTON
1
2
3
4
5
6
7
8
9
0
ALPHA. Return to numeric by tapping NUMERIC. Tap back << to
NUMBER OF TIMES BUTTON IS TAPPED (IN ALPHA MODE)
1 2 3 4 5 6 7 8 9 10 11 12 13
1!|’:;,/\><)(
ABC2a b c
DEF 3 d e f
GH I 4 g h i
JKL5 j k l
MNO 6 m n o
PQRS7 p q r s
TUV8 t u v
WXYZ9wxyz
0.@#*-_&%=$~+
forward >> to
66
To search for a contact from the endpoint interface:
1. Do one of the following:
• Tap
.
3 0 1
• Tap CONTACTS, and then tap SEARCH.
2. Enter all or part of the name, and then tap or SEARCH.
3. Tap NEXT/PREVIOUS or to scroll through the contact list.
If the contact is a subscriber, tap
CONTACT or to display the Outbound Com-
#
#
munication menu (see page 59).
If the contact is not a subscriber, all stored numbers for the contact are displayed.
4. Tap CONTACT or to activate the selection or dial the number.
To delete a contact from the Personal or Group contact lists: Tap
#
DELETE while
the name is displayed.
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Using Inter-Tel Personal Communicator for Voice
Inter-Tel Personal Communicator for Voice* is a “voice portal” that allows you to call
into the system from any endpoint or phone and access Inter-Tel Personal Communicator features. Because the voice portal uses Text-To-Speech (TTS) and Automatic
Speech Recognition (ASR) technologies to activate and play feature selections, it is
accessed and used similarly to using your voice mail account. You can activate voice
portal features by tapping the touch-tone dialpad buttons on your endpoint or phone,
or by issuing voice commands (if speech-recognition is enabled).
Use Inter-Tel Personal Communicator for Voice to:
• Get or change your status setting (see page 49).
• Check messages
• Place a call from a contact list (see page 63).
• Access your Call Log (see page 60).
• Browse contact groups and place calls (see page 63).
• Review or change your call routing setting (see page 52).
If ASR is enabled for your system (see page 75), you can use voice commands to activate features. After you access the voice portal, the following voice prompts play
when you access your account and indicate whether ASR is enabled for your system:
• If ASR is not enabled, you hear “Please tap 1 for the Status Menu.” See the flow-
chart on page 70 for step sequences to activate features using the dialpad buttons.
• If ASR is enabled, you hear “How may I help you today?” (See pages 68 and 69
for more information about using voice commands to activate features.)
†
and return calls (see page 47).
ADVANCED
FEATURES
If you use speech for the first command, ASR is used to activate
NOTE
menu options. If you use the dialpad buttons for the first command,
continue to use the dialpad buttons to activate menu options.
A few tips when using voice commands:
• Speak clearly and loudly to help the system understand your request. Background
noise may also make it difficult for the system to understand your request.
• In many menus there is more than one way to say a command (see page 68).
• Numbers like “1000” can be said as “one thousand” or as “one, zero, zero, zero.”
* Inter-Tel Personal Communicator for Voice may or may not be enabled for your system. Contact your
system administrator for more information. Preference settings can be set using Inter-Tel Personal Communicator for Web.
† If E-Mail Reader is enabled, you can check your e-mail and fax messages (see page 82).
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ADVANCED
FEATURES
The voice recognition system understands a variety of word combinations when activating menu commands (see the following table).
MENU OPTION POLITE QUESTION CHANGE OPTIONAL
“Status” “Please” “What is” “Set” “My”
“Availability” “May I” “Give me” “Change“ “Current”
“Messages” “Can I” “Tell me” “Modify” “Place”
“Place Call” “I need to” “Get“
“Call Log” “I would like to” “Retrieve”
“Look Up” “I want to”
“Browse” “Could I” “To”
“Routing” “Call”
“Add Contact”
“Make”
“A”
“At”
The following examples are word combinations used in voice commands.
To get your status, you can say “What is my current status?”
Question
Words
Optional
Words
Menu
Option
Or the command can be as simple as “Get Availability.”
Question
Word
Menu
Option
68
To call a contact, you can say “Please place a call to John Smith.”
Polite Optional Contact
Word Words Name
Or the command can be as simple as “Call John Smith.”
Optional
Word
Contact
Name
• Say “Back” from any menu to return to the previous menu.
• Say “Main Menu” from any menu to return to the main menu.
• Say “Help” from any menu to get help information for the given menu.
• Say “Good-bye” from any menu to log off and disconnect from the call.
• Say “Replay” to replay the entry.
• Say “Previous to hear the previous entry.
• Say “Next” to hear the next entry.
• Say “Enable” to enable the given rule.
• Say “Disable” to disable the given rule.
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To activate a feature from the voice portal using voice commands:
1. If necessary, contact your system administrator for the voice portal number and
your PIN. Dial the voice portal number, enter your PIN, and then tap .
If you are calling from another system endpoint, tap
mailbox number or password.
#
tap . The system asks, “How may I help you today?”
2. Say one of the following menu options, and then follow the voice prompts:
Then enter your mailbox number, PIN, and then
when prompted for your
*
#
“Status”: Change your status. If your status requires a time, date, or forwarding
number, say the information after the status. See page 49 for more information on
changing your status settings. For example, “In meeting until 3:00.”
“Messages”: Listen and reply to messages. See page 44 for more information on
using messages. The following types of messages are available:
– Text (see page 44).
– Voice mail (if voice mail is enabled, see page 45).
– E-mail (if E-Mail Reader is enabled, see page 83).
– Fax (if E-Mail Reader is enabled, see page 83).
“Place Call”: Place a call to a contact. See page 63 for more information on con-
tacts and contact lists.
“Call Log”: Listen to Call Log entries. If the entry is a subscriber, you are
directed to the Outbound Communication voice menu. See page 60 for more
information on the Call Log—see page 63 for more information on the Outbound
Communication menu.
“Look Up (contact)”: Look up and call a contact. If the contact is a subscriber,
you are directed to the Outbound Communication voice menu. See page 58 for
more information about using contact lists—see page 63 for more information on
the Outbound Communication menu.
“Add Contact”: Add a contact to your Personal contact list. See page 63 for
more information on contact lists. The system asks for the following information,
spelled one letter at a time. Say “Skip” or tap to skip an entry option.
#
– First name
– Middle name
– Last name
– Company name
– Company phone number
“Browse (group)”: Search for and call a group contact. See page 63 for more
information on Group contact lists.
“Routing”: Review or change routing rule options based on default system routing rules or routing rules created in Inter-Tel Personal Communicator for Web.
ADVANCED
FEATURES
* You can enable auto logon to the voice portal using Inter-Tel Personal Communicator for Web.
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INTER-TEL PERSONAL COMMUNICATOR FOR VOICE FLOWCHART
The following flowchart provides step sequences for activating voice portal features when using
the dialpad buttons. Tap
in any menu to go back one menu level. Tap to accept an entry
without waiting for the time-out. Contact your system administrator for the voice portal number.
Dial the voice portal number, enter your PIN, and then tap . If you are calling from another system endpoint, tap
when prompted for your password. Then enter your mailbox number, PIN, and then tap .
options:
Status
1
Messages
#
2
Place Call
#
3
#
Then select one of the following
Routing
4
ADVANCED
FEATURES
SET STATUS (page 49)
Get Current Status
Change Status
1
2
Return to Main Menu
CHANGE STATUS (page 49)
Available
Unavailable
Send Calls To
In Meeting Until
Out to Lunch
Gone Home
On Vacation Until
SELECT MESSAGE TYPE
Voice Mail (below)
Text
E-Mail and Fax (below)
1
2
3
4
5
6
7
1
2
3
Return to Main Menu
For voice mail, e-mail, and fax
messages, see the appropriate Voice Mail flowchart on
page 82 (without E-Mail
Reader) or page 86 (with EMail Reader) for the step
sequences.
HEAR TEXT MESSAGE (page 44)
Replay Text Message
Reply to Text Message
Previous Message
Next Message
Delete Message
1
2
4
6
9
Previous Menu
SELECT A CALL OPTION
Browse Group
Dial a Number
Call Log
1
2
3
Return to Main Menu
DIAL A NUMBER
Enter the number, and then
#
tap .
Place Call
Re-enter Number
1
2
Previous Menu
BROWSE BY GROUP (page 63)
Family
VIP
Friends
Blocked
1
2
3
4
Previous Menu
CALL LOG OPTION (page 60)
Missed Calls
Incoming Calls
Outgoing Calls
1
2
3
Previous Menu
SELECT ENTRY OPTION
Replay Entry
Return Call
Previous Entry
Next Entry
1
2
4
6
Previous Menu
ROUTING OPTION (page 51)
Change Reach Me
Review Routing Rules
Return to Main Menu
SELECT REACH ME OPTION
Current Location
Voice Mail
Phone Number
Follow Routing Rules
Previous Menu
ROUTING RULES OPTIONS
Replay Rule
Enable Rule
Disable Rule
Previous Rule
Next Rule
Previous Menu
CONTACT OPTIONS (page 63)
If the contact is not a subscriber, the system automatically places the call. If the
entry is a subscriber, the Outbound Communication voice
menu is activated (below).
Find Me
Leave Text Message
Leave Voice Mail
Call Primary Number
1
2
1
2
3
4
1
2
3
4
6
1
2
3
4
70
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HUNT GROUPS
Your system may be programmed for hunt groups. A hunt group is a group of subscribers who share a common extension in addition to having individual extensions.
This allows calls to be routed to anyone in the hunt group (using the hunt group
extension number) or to a subscriber in the hunt group (using the member’s extension
number).
There are two types of hunt groups:
• Basic: You are automatically logged in to the hunt group. You cannot log out of a
Basic hunt group.
• Advanced: You can log in and out of any hunt group in which you are a member,
allowing you to enable or disable hunt group calls to your extension.
Logging into and out of Advanced Hunt Groups
To log into an Advanced hunt group:
1. Do one of the following:
8
• Tap
• Tap
2. Enter the hunt group number.
8
(Hunt Group log in).
8
(Hunt Group log in/log out).
To log out of an Advanced hunt group:
1. Do one of the following:
• Tap
• Tap
2. Enter the hunt group number.
8
(Hunt Group log out).
8
(Hunt Group log in/log out).
1
8
2
8
0
8
2
*
ADVANCED
FEATURES
Wrapping Up a Hunt Group Call
The Wrap-up timer starts each time you end an Advanced hunt group call. You will
not receive another hunt group call until the timer expires, but you can still receive
other non-hunt group calls or transfers. You can end the wrap-up session before the
timer expires
8
To end the wrap-up session before the timer expires: Tap
* Hunt groups may or may not be enabled for your system. Contact your system administrator for more
information.
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6
.
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Requesting Agent Help
ADVANCED
FEATURES
Using Agent Help, you can request help from a designated Agent Help extension
(usually a supervisor) during a call.
the other party, but the other party cannot hear the helper.
To use Agent Help:
1. While on the call, tap .
2. Dial the Agent Help extension number (if not preprogrammed).
3. Based on whether the call is accepted or rejected, a confirmation notice appears.
AGENT HELP
IN PROGRESS
If the Agent Helper’s line is busy, you receive a notice confirming that the request has
been sent and that the call is proceeding.
*
When activated, the “helper” can hear you and
8 4
†
AGENT HELP
REJECTED
AGENT CALL
PROCEEDING
When you receive an Agent Help request, your display indicates the request.
AGENT HELP CALL
FROM JOHN SMITH
To accept an Agent Help request: Tap
ACCEPT or the flashing button.
To reject an Agent Help request: Tap
If the outside caller hangs up, the subscriber who sent the request and the Agent
Helper remain connected as a conference call.
CNF IN PROGRESS
To end an Agent Help session: Hang up.
* Agent Help may or may not be enabled for your system. Contact your system administrator for more
information.
† Agent Help extensions are assigned to feature buttons by your system administrator.
72
REJECT or .
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Using Bridged Line Appearance
Bridged Line Appearance (BLA) allows a subscriber’s endpoint(s) to be monitored by
one or more other subscribers, or BLA group members (secondary extensions).
When the subscriber (primary extension) receives a call, it is offered to all BLA group
members. Any BLA group member can answer incoming or held calls at the primary
extension by tapping an assigned BLA feature button.
If a BLA group member answers a call from the primary extension, other BLA group
members can monitor the status of the call. While the call is in progress, BLA group
members cannot pick up the call. However, if the primary extension or a BLA group
member places the call on hold, another BLA group member can then pick up the call.
Calls placed on hold for transfer or conference cannot be answered by
other group members.
After a call is picked up by a BLA group member, it can be transferred
NOTES
or connected to a conference if the required additional lines are available. (Two lines of the primary extension must be available on the
secondary extension to transfer calls. Three lines of the primary extension must be available on the secondary extension to conference
other subscribers.)
Unlike Monitor Account, BLA group members cannot use the assigned BLA feature
button to place a call to or transfer calls to the primary extension
. However, the BLA
feature button can be used as a “line” button. This allows you to tap the BLA feature
button and place calls from the primary (not the secondary) extension.
BLA feature buttons indicate call activity like the Monitor Account feature (see the
following table.
*
ADVANCED
FEATURES
BUTTON INDICATION SUBSCRIBER ENDPOINT ACTIVITY
LIT All of the subscriber’s endpoints are idle.
OFF One or more of the subscriber’s endpoints are busy.
* Bridged Line Appearance must be enabled by your system administrator. Feature buttons can then be
enabled using Personal Communicator for Web. Contact your system administrator for more information.
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ADVANCED
FEATURES
74
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Page 89
Voice Mail Features
ABOUT VOICE MAIL
NOTE
See page 26 in the Getting Started section to set up your voice mail
account and to select and record personal greetings.
Voice mail is an electronic mailbox that usually corresponds to your extension number. However, you can have a mailbox that does not correspond to an extension (for
personnel who do not have a permanent office).
Your mailbox may also include E-Mail Reader
*
and Automatic Speech Recognition
(ASR), which are advanced voice mail features. E-Mail Reader accesses your e-mail
through your voice mail account, allowing you to “hear” your e-mail (see page 82).
You can also save, delete, or forward fax messages using E-Mail Reader.
ASR allows you to issue voice commands instead of tapping dialpad buttons when
accessing voice mail options.
When using ASR, follow these guidelines for best results:
• Use the handset when issuing voice commands. External microphones pick up
background noise, which may cause misinterpreted voice commands.
• Do not say “Pound” or “Hash” when using ASR. The silence that follows your
voice command replaces the button.
#
• Use the dialpad buttons when recording a message. Because ASR is disabled
while recording a message, your recording will include any voice commands.
• Use the dialpad buttons when entering mailbox and E-Mail Reader pass-
words. To prevent your password from being heard by others, you cannot use
ASR.
If the system fails to understand an ASR command three times in a
NOTE
row, it will ask if you want to tap to transfer to the dialpad button
menu.
FEATURES
VOICE MAIL
To temporarily disable ASR:
1. Access your mailbox (see page 76).
2. In the main menu, tap or say “Disable” to disable ASR for the current call.
8
To enable ASR after disabling it:
1. Tap until you return to the main menu.
2. Tap to enable ASR.
* ASR and E-Mail Reader may or may not be enabled for your system. Contact your system administrator
for more information.
Inter-Tel® Model 8690 Endpoint User Guide
8
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MAILBOX FEATURES
Some of the following features may not be enabled for your system. Contact your system administrator for more information.
Accessing Your Mailbox
Contact your voice mail administrator for the system voice mail and message notification/retrieval (MNR) numbers. The system voice mail number provides access to all
voice mail features. The MNR number is used to access messages only.
To avoid entering your password each time you access your mailbox,
TIP
To access your mailbox using the system voice mail number: Dial the system voice
mail number, tap , and then enter your password. Tap
To access your mailbox using the MNR number: Dial the MNR number, and then
enter your password. Tap
To access your mailbox from another system endpoint: Dial either number as
described above. Tap when prompted for your password. Then enter your mailbox
number and password. Tap to accept the entry.
Listening to Voice Mail Messages
you can use Inter-Tel Personal Communicator for Web to enable Auto
Logon settings (Options tab - Preferences [Edit] - Voice Portal).
#
to accept the entry.
#
#
to accept the entry.
FEATURES
VOICE MAIL
You can listen to all messages in your mailbox, or you can select a specific message.
To listen to all voice mail messages: Access your mailbox (see above), and then follow the voice menu prompts and use the appropriate Voice Mail flowchart on page 82
(without E-Mail Reader) or page 86 (with E-Mail Reader) for the step sequence.
To listen to a specific voice mail message:
1. While the handset is on-hook, tap VIEW MESSAGE or . Then lift the hand-
set if desired.
2. Tap >>/<< or to scroll through the messages.
3. Tap LISTEN or to connect to your mailbox, enter your password, and then
#
tap .
#
Re-recording or Changing Your Directory Name
You can re-record or change your mailbox directory name.
To re-record or change your directory name: Access your mailbox (see above),
and then follow the voice menu prompts and use the appropriate Voice Mail flowchart
on page 82 (without E-Mail Reader) or page 86 (with E-Mail Reader) for the step
sequence.
76
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Changing Your Voice Mail Password
You can change your voice mail password. Your voice mail password is also your personal identification number (PIN), which is used for the following system features:
• Voice mail password (see page 26)
• Unlocking your endpoint (see page 53)
• Hot Desking (see page 56)
• Inter-Tel Personal Communicator for Voice (see page 67)
• Advanced hunt groups (see page 71).
NOTE Changing your voice mail password also changes your PIN.
To change your mailbox password:
1. Access your mailbox (see page 76).
2. Tap to select the Personal Options menu.
3. Tap to select the Password menu.
4. Enter the new password (4 to 12 numeric digits), and then tap .
5. Tap to accept the password, or tap to erase and re-enter the password.
4
3
# 3
Changing the Message Search Order
You can change the order in which you retrieve your new and saved messages based
on the date and time in which they are received. When more than one message is left
in your mailbox, the search order can be configured as first in/first out or last in/first
out. If E-Mail Reader is enabled for your mailbox, changing the message search order
applies to your voice mail, e-mail, and fax messages.
#
When you call the system voice mail number to access your mailbox, by default your
messages are prioritized as first in/first out. However, when you use a Message button
to access your mailbox to listen to a specific message, by default your messages are
prioritized as last in/first out. To synchronize your account, change the message
search order to last in/first out (see below).
If you do not change your message search order to last in/first out,
NOTE
you may hear the “There are no further messages” prompt even when
you have additional messages.
To change the message search order: Access your mailbox (see page 76), and then
follow the voice menu prompts and use the appropriate Voice Mail flowchart on
page 82 (without E-Mail Reader) or page 86 (with E-Mail Reader) for the step
sequence.
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77
FEATURES
VOICE MAIL
Page 92
Changing Your Message Envelope
When you receive a voice mail (or an e-mail or fax message if applicable), an “envelope” is played. The envelope contains the information about the message, including:
• Time and Date: The time and date the message was received
• Source: The source of the voice mail, e-mail, or fax message
• Length: The length of the message (voice mail messages only)
• Subject: The text in the subject field (e-mail messages only)
• Pages: The number of pages included (faxes only)
By default, all envelope options are enabled for each type of message. However, you
can change your envelope options to select options, or you can disable the message
envelope entirely.
To change your message envelope: Access your mailbox (see page 76), and then fol-
low the voice menu prompts and use the appropriate Voice Mail flowchart on page 82
(without E-Mail Reader) or page 86 (with E-Mail Reader) for the step sequence.
Recording and Sending Voice Mail Messages
You can record and send voice mail messages by using the record option on the mailbox main menu.
(see page 45).
To record and send a voice mail message: Access your mailbox (see page 76), and
then follow the voice menu prompts and use the appropriate Voice Mail flowchart on
page 82 (without E-Mail Reader) or page 86 (with E-Mail Reader) for the step
sequence.
You can also use the Messaging feature to send voice mail messages
FEATURES
VOICE MAIL
If E-Mail Reader is enabled for your mailbox, you can send a recorded
NOTE
message as a reply to an e-mail. The recorded message is attached to
the sent e-mail as an audio file.
Canceling Unheard Voice Mail Messages
You can cancel unretrieved voice mail messages that you have sent to other subscriber’s mailboxes. You cannot cancel unheard messages sent to call groups or hunt
groups.
To cancel unheard voice mail messages: Access your mailbox (see page 76), and
then follow the voice menu prompts and use the appropriate Voice Mail flowchart on
page 82 (without E-Mail Reader) or page 86 (with E-Mail Reader) for the step
sequence.
78
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Using Special Delivery Options
You can add special delivery options to voice mail messages sent to other subscribers.
The following options are available after recording the message:
• Private: This prevents the recipient from forwarding it to other subscribers.
• Certified: When the recipient listens to the message, you receive a receipt notice.
• Priority: This places your message ahead of all other waiting messages in the
receiving mailbox.
To use special delivery options: Access your mailbox (see page 76), and then follow
the voice menu prompts and use the appropriate Voice Mail flowchart on page 82
(without E-Mail Reader) or page 86 (with E-Mail Reader) for the step sequence.
Recovering Deleted Voice Mail Messages
You can retrieve deleted voice mail messages within a specific time frame before they
are erased from the system (the time frame is programmed by your system administrator). Any retrieved messages are then restored as saved messages in your mailbox. If
E-Mail Reader is enabled for your mailbox, you can also recover deleted e-mail and
fax messages.
To recover deleted voice mail messages: Access your mailbox (see page 76), and
then follow the voice menu prompts and use the appropriate Voice Mail flowchart on
page 82 (without E-Mail Reader) or page 86 (with E-Mail Reader) for the step
sequence.
Searching for a Voice Mail Contact
To search for a voice mail contact: Access your mailbox (see page 76) and follow
the voice menu prompts. You can also search the contact lists (see page 66).
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FEATURES
VOICE MAIL
Page 94
Screening Calls
You can screen outside calls that are transferred to you from the system Auto Attendant. Calls can be transferred using the following methods:
• Unannounced Calls: Calls are sent directly to your extension.
• Announce-Only Calls: Before Auto Attendant transfers a call to you, a prompt
asks the caller to record his or her name. When you answer, you hear “You have a
call from (caller’s name).” Then the call is sent to your extension.
• Screened Calls: Before Auto Attendant transfers a call to you, a prompt asks the
caller to record his or her name. When you answer, you hear “You have a call
from (caller’s name).” You can then choose whether or not to accept the call.
After receiving a screened call, you have the following options:
• Tap or say “Accept” to accept the call.
• Tap or say “Replay” to replay the announcement.
• Tap or say “Voice Mail” to send the call to voice mail.
• Tap
• Tap or say “Refuse” to refuse the call.
To change the call screening transfer method: Access your mailbox (see page 76),
and then follow the voice menu prompts and use the appropriate Voice Mail flowchart
on page 82 (without E-Mail Reader) or page 86 (with E-Mail Reader) for the step
sequence.
#
1
2
3
or say “Forward,” and then dial the extension number to forward the call
to another extension.
FEATURES
VOICE MAIL
Programming Remote Messaging
Remote Messaging is supported for voice mail messages only. If E-
NOTES
With Remote Messaging, you can program voice mail to call you when your mailbox
receives new voice mail messages. Using “cascade levels” (a series of up to nine
phone numbers which you program),
until it successfully connects to a device (pager, answering machine, etc.).
You can program a cascade to be used during specific days and times using primary
and alternate cascade numbers. For example, if you want to be paged when you
receive a voice mail message from 5:00 P.M. to 10:00 P.M. on weekdays, you can set
up a primary cascade. If you also want to receive pages for messages marked “priority” on the weekends, you can set your alternate cascade for all day on Saturdays and
Sundays. See page 81 to set up Remote Messaging.
* The number of cascade levels is set by the voice mail administrator.
80
Mail Reader is enabled for your mailbox, you cannot use Remote
Messaging for e-mail and fax messages.
*
the voice mail system will call each number
Inter-Tel® Model 8690 Endpoint User Guide
Page 95
To set up remote messaging for voice mail messages:
1. Access your mailbox as described on page 76.
2. Tap or say “Personal” to select the Personal Options menu.
3. Tap or say “Remote” to select Remote Messaging.
4
5
4. Select one of the following options:
• Tap or say “Primary” to set up a primary cascade.
• Tap or say “Alternate” to set up an alternate cascade.
5. Tap or say “Level,” and then enter or say the number (1 to 9) of the level you
1
2
1
wish to program. Then select one of the following options:
• To set up or change an extension or outside number: Tap or say
2
“Number,” and then select one of the following options:
– Tap or say “Internal” for an extension number, and then say or enter
1
the number.
– Tap or say “Outside” for an outside number, and then say or enter
2
the number.
• To set up or change pager notification, select one of the following
options:
– Tap or say “Pager.”
– Tap or say “Personal.”
Then tap or say “Change” to enable or disable the number.
6. Tap or say “Days,” and then select one of the following options:
3
• Tap or say “Weekdays” for Monday through Friday.
• Tap or say “Days” for all days.
• Tap or say “Days” to select individual days. You are prompted to say or
1
2
1
1
2
3
tap numbers 1 to 7 which correspond to the days Sunday through Saturday.
7. Tap or say “Time.” Then say or enter the times you want the message notifi-
2
cation to start and stop. Enter or say the times with two digits for the hour and
two digits for the minutes (for example, 0900 = 9:00 A.M.). If entering the time
in 12-hour format:
• Tap or say “AM” for A.M.
• Tap or say “PM” for P.M.
1
2
For 24-hour notification, program the starting and ending times to be the same.
8. Tap or say “Category.” You have the following options:
9. Tap or hang up to save the settings and exit.
4
• Tap or say “All Messages” for all messages.
• Tap or say “Priority” for priority messages only.
1
2
#
FEATURES
VOICE MAIL
NOTE
Inter-Tel® Model 8690 Endpoint User Guide
If voice mail is not able to use Remote Messaging, your mailbox will
receive a message stating that notification could not be completed.
81
Page 96
VOICE MAIL FLOWCHART (WITHOUT E-MAIL READER)
n most menus, you can tap or say “Cancel” to return to the previous menu, or tap or say
Accept” to accept the option.
#
FEATURES
VOICE MAIL
MAILBOX ACCESS
1. Tap the Message button to listen to a specific message, or
dial the voice mail extension
number.
2. Enter your password, and then
tap .
#
If you are not prompted for
your password, tap , enter
your mailbox number and
password, and then tap .
SUBSCRIBER MAILBOX MENU
“New” Message
“Record”
“Saved” Messages
“Personal” Options
“Message” Options
“Disable” ASR
RECORDING OPTIONS
• Dial the mailbox number,
reply to a message, or forward a message.
• “Record” your message.
Pause
“Continue”
Erase
• After recording:
“Replay”
“Append”
“Erase,” re-record
“Copy”
Delivery “Options”
DELIVERY OPTIONS
“Private”
“Certified”
“Priority”
“Send”
Send and Exit Hang Up
82
PERSONAL OPTIONS
Record “Greeting”
“Primary” Greeting
“Alternate” Greeting
“System” Greeting
(See Recording Options)
#
1
2
3
4
5
8
2
#
3
1
2
3
4
9
1
2
3
#
Record Directory “Name”
(See Recording Options)
Record/Change “Password”
Change “Envelope” Settings
“Time, Date”
Message “Source”
Message “Length”
“All Options”
“None”
“Remote” Messaging
“Primary” Cascade
“Alternate” Cascade
“More” Options
Fax “Number”
Message “Order”
“Transfer” Method
MESSAGE ORDER
“New” Messages
“Saved” Messages
First In/First Out
Last In/First Out
TRANSFER METHOD
“Unannounced”
“Screened”
“Announce” Only
MESSAGE OPTIONS
Cancel “Unheard” Messages
“Recover”Deleted Messages
“Listen”
“Recover” All
“Purge” All
Inter-Tel® Model 8690 Endpoint User Guide
1
1
2
3
2
3
4
1
2
3
4
5
5
1
2
9
1
2
5
1
2
1
2
1
2
3
1
2
1
2
3
LISTENING TO MESSAGES
While the message is playing:
“Back Up”
“Pause”
Move “Forward”
“Lower” Volume
Play the “Envelope”
“Higher” Volume
“Save” the Message
“Delete” the Message
“Skip” to the End
After the message:
“Replay” Message
“Reply” to the Message
“VoiceMail”Message
“Call Back”
“Forward” a Copy
(See Recording Options)
Go to “Previous” Message
Play the “Envelope”
Go to “Next” Message
“Save” the Message
“Delete Message”
REMOTE MESSAGING
Program Cascade “Level”
Enter cascade level number, then:
“Change”
“Personal” #
“Pager” #
Enter “Time” of Day
Set “Days” of Week
“Weekdays”
All “Days”
Individual “Day” 1–7
Select Message “Category”
“All Messages”
“Priority” Messages
1
2
1
2
3
1
2
3
1
2
1
2
3
4
5
6
7
9
#
1
2
3
4
5
6
7
9
1
2
3
4
Page 97
E-MAIL READER
Using E-Mail Reader, you can access voice mail, e-mail, and fax messages from your
mailbox.
*
E-Mail Reader uses Text-to-Speech (TTS) to convert the text in an e-mail
message to an audio file. After you listen to your message, you have the same options
for saving, forwarding, deleting, etc. as in voice mail.
When you reply to an e-mail message, you are prompted to record a message, and
then your reply is sent as an audio file attachment in an e-mail to the receiver. If the email has multiple recipients, you have the option of replying to just the sender or to
all of the recipients. When you forward an e-mail message, the e-mail is converted to
a fax and forwarded to the fax destination number you specify.
E-Mail Reader does not distinguish between e-mail messages and meeting invitations
and responses. Therefore, e-mail messages and meeting messages (including invitations, cancellations, and responses) can be accessed from your mailbox.
You cannot forward an e-mail message to a voice mailbox or group
list. When you forward an e-mail message, the e-mail is converted to a
NOTES
fax and forwarded to the fax destination number that you specify.
If an e-mail message includes a hyperlink, E-Mail Reader will read the
hyperlink as text.
Entering Your E-Mail Password
You may be prompted to enter your E-Mail Reader account password (usually your
network password) whenever you or your voice mail administrator set up your e-mail
account mailbox or change your e-mail password.
Use the following tips when entering your e-mail password:
• If enabled, do not use Automatic Speech Recognition (ASR). To prevent others
from overhearing your password, use the dialpad buttons on your endpoint to set
up your e-mail password.
• Enter password characters correctly. E-mail passwords are case-sensitive and can
contain special characters. Your entry must match the case and characters exactly.
If necessary contact your voice mail administrator for assistance.
* E-Mail Reader may or may not be enabled for your system. Contact your system administrator for more
information.
Inter-Tel® Model 8690 Endpoint User Guide
83
FEATURES
VOICE MAIL
Page 98
To enter your e-mail password:
FEATURES
VOICE MAIL
To repeat menu instructions, say “Help” or tap at any time.
0
If you enter an incorrect password, or if you choose to skip setting a
NOTES
new E-Mail Reader password, the Main Menu E-Mail Reader Count
option (see page 85) is automatically disabled to prevent having to
hear the invalid password prompt for each subsequent login and to
protect against being locked out of your e-mail account.
1. Access your mailbox as described on page 76. The system announces that it was
unable to retrieve your e-mail and fax messages, and gives you the following
options:
• Tap or say “Continue” to access voice mail only.
• Tap or say “Password” to enter your new e-mail password.
• Tap
#
1
2
or say “Help” for a description of special character locations.
When prompted, enter your e-mail password using the dialpad buttons. The number of times you tap a button determines which character is entered, as shown in
the following table. Tap
character[s] entered), or tap
NUMBER OF TIMES BUTTON IS TAPPED (IN ALPHA MODE)
BUTTON
1
2
3
4
5
6
7
8
9
0
1 2 3 4 5 6 7 8 9 10 11 12 13
1!|’:;,/\><)(
ABC2a b c
DEF 3 d e f
GH I 4 g h i
JKL5 j k l
MNO 6 m n o
PQRS7 p q r s
TUV8 t u v
WXYZ9wxyz
0.@#*-_&%=$~+
back << to move the cursor backward (deleting the last
forward >> to move the cursor forward.
84
2. Your new password is played. You have the following options:
• Tap or say “Accept” to accept the password.
• Tap or say “Re-enter” to erase and re-enter the password.
#
3
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Page 99
Using Main Menu E-Mail Reader Count
After you set up your E-Mail Reader account, the system announces the number of
voice mail, e-mail, and fax messages you have each time you access your mailbox
before you can listen to your messages. The voice prompt that indicates the number of
e-mail and fax messages is the “Main Menu E-Mail Reader Count” option. Voice
mail message prompts are not included in Main Menu E-Mail Reader Count and are
always played when you access your mailbox.
You can disable the Main Menu E-Mail Reader Count option in your mailbox. Disabling the Main Menu E-Mail Reader Count option defers e-mail and fax prompts
until you select the E-Mail or Fax message option from the main menu. Disabling
Main Menu E-Mail Reader Count does not disable E-Mail Reader. It only defers the
voice prompts until the appropriate option is selected.
To disable or enable the Main Menu E-Mail Reader Count option:
1. Access your mailbox as described on page 76.
2. Tap or say “Personal” to select the Personal Options menu.
3. Tap or say “More” to select More Options.
4. Tap or say “E-Mail Reader Count” to select the E-Mail Reader Count toggle
4
9
4
option.
5. If E-Mail Reader Count is enabled, tap or say “Disable” to disable.
If E-Mail Reader Count is disabled, tap
1
1
or say “Enable” to enable.
Accessing Fax Messages
When you access a fax message, E-Mail Reader announces the fax message according
to the message envelope options (see page 78). Because a fax message is received by
your e-mail account as an image attachment, E-Mail Reader cannot read the text in
the fax. To view the fax and read it, you must access it from your e-mail account.
However, you can save, delete, and forward a fax to a number you specify.
To access fax messages or program a fax number: Access your mailbox (see
page 76), and then follow the voice commands or see the Voice Mail flowchart on
page 86 for the step sequence.
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85
FEATURES
VOICE MAIL
Page 100
FEATURES
VOICE MAIL
VOICE MAIL FLOWCHART (WITH E-MAIL READER)
n most menus, you can tap or say “Cancel” to return to the previous menu, or tap or say
Accept” to accept the option.
ACCESSING MESSAGES
NOTE: Options vary by media
type.
While the message is playing:
“Back Up”
“Pause”
Move “Forward”
“Lower” Volume
Play the “Envelope”
“Higher” Volume
“Save” the Message
“Delete” the Message
“Skip” to the End
After the message:
“Replay” Message
“Reply” to the Message
“VoiceMail”Message
“Call Back”
“Forward” a Copy
(See Recording Options)
Go to “Previous” Message
Play the “Envelope”
Go to “Next” Message
“Save” the Message
“Delete Message”
REMOTE MESSAGING
Program Cascade “Level”
Enter cascade level number, then:
“Change”
“Personal” #
“Pager” #
Enter “Time” of Day
Set “Days” of Week
“Weekdays”
All “Days”
Individual “Day” 1–7
Select Message “Category”
“All Messages”
“Priority” Messages
MAILBOX ACCESS
1. Tap the Message button to listen to a specific message, or
dial the voice mail extension
number.
2. Enter your password, and then
tap .
#
If you are not prompted for
your password, tap , enter
your mailbox number and
password, and then tap .
SUBSCRIBER MAILBOX MENU
“Voice Mail”
“Record”
“E-Mail”
“Personal” Options
Message “Options”
“Facsimile”
“Disable” ASR
RECORDING OPTIONS
• Dial the mailbox number,
reply to a message, or forward a message.
• “Record” your message.
Pause
“Continue”
Erase
• After recording:
“Replay”
“Append”
“Erase,” re-record
“Copy”
Delivery “Options”
DELIVERY OPTIONS
“Private”
“Certified”
“Priority”
“Send”
Send and Exit Hang Up
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PERSONAL OPTIONS
Record “Greeting”
“Primary” Greeting
“Alternate” Greeting
“System” Greeting
(See Recording Options)
Record Directory “Name”
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(See Recording Options)
Record/Change “Password”
Change “Envelope” Settings
“Time, Date”
Message “Source”
“Length/Subj./Pages”
“All Options”
“None”
“Remote” Messaging
“Primary” Cascade
“Alternate” Cascade
“More” Options
Fax “Number”
Message “Order”
“E-Mail Rdr. Count”
“Transfer” Method
MESSAGE ORDER
“New” Messages
“Saved” Messages
First In/First Out
Last In/First Out
TRANSFER METHOD
“Unannounced”
“Screened”
“Announce” Only
MESSAGE OPTIONS
Cancel “Unheard” Messages
“Recover”Deleted Messages
“Voice Mail”
“E-Mail”
“Facsimile”
Inter-Tel® Model 8690 Endpoint User Guide
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