Lennox INTER-TEL 8662 User Manual
Model 8662
Inter-Tel Protocol Mode
User Guide
QUICK REFERENCE GUIDE TO
FREQUENTLY USED FEATURES
These are the basic instructions for the most frequently used telephone and
voice mail features for Inter-Tel endpoints. For detailed information about these
and other features, refer to the complete instructions in the appropriate user
guide.
PLACING AN INTERCOM CALL
1. Dial an extension number.
2. If your call goes through handsfree to the called endpoint’s speaker, speak
after you hear a double tone.
If you hear continuous ringing, wait for the call to be answered.
PLACING AN OUTSIDE CALL
1. With or without the handset lifted, press or dial the Outgoing Call
feature code (the default feature code is ).
2. Dial the desired number. (If you hear a single progress tone, you must dial
an account code before you can place your call.)
ANSWERING AN INTERCOM OR OUTSIDE CALL
EITHER, Respond handsfree (if enabled).
OR, Lift the handset for privacy.
OR, Press ,
OR, Press the flashing (Intercom) button.
SPKR
, or .
ANSWER
IC
OUTGOING
8
PLACING A CALL ON HOLD
While on a call, press or . Hang up or place another call. To return to
the call, lift the handset an then press , , or the flashing button.
HOLD
HOLD
PLACING AN EMERGENCY CALL
9
Dial (in the U.S.) or (in Europe) to automatically place a
1 1
call to the system’s programmed emergency number. You do not have to select
an outside line first.
If you are using an IP or SIP endpoint, consult your system administrator
and your local Inter-Tel servicing company for important information about
dialing emergency services before you begin using it.
© Inter-Tel, Inc. January 2005 printed in US
9 9 9
CAUTION
Part no. 835.2449-4
1
P
LACING A CONFERENCE CALL
1. While on the first call, press . The call is now on hold.
2. Place an intercom or outside call, then press the flashing button to
CNF
CNF
place the call on hold. (If necessary, repeat this step to place a third call on
hold.)
3. Press the flashing button to join all of the calls together in the con-
CNF
ference.
NOTE: Conference calls are limited to three parties on SIP endpoints.
FORWARDING CALLS
1. Press . (Six-line display model users must then select a menu button.)
2. Do one of the following:
To cancel call forwarding:
1. Press .
2. If you have a six-line display endpoint, press the FWD OFF menu button.
FWD
• To forward to an outside telephone number: Select an outside line
and dial a telephone number.
• To forward to an extension number: Dial the extension number.
• To forward to your voice mailbox: Dial the voice mail extension.
FWD
If you have a non-display or two-line display endpoint, press , , or
SPKR
lift and replace the handset.
RESPONDING TO A WAITING CALL
If you hear a “call waiting” tone through your handset or headset, either end
your current call or place it on hold. Then press , , , or the
SPKR ANSWER
flashing button.
CHANGING VOLUME LEVELS
EITHER, Press the high ( ) or low ( )end of the Volume button.
OR, Press the Up or Down arrow on the Volume button.
OR, Press the
VOL UP or VOL DN button.
To save your change:
EITHER, Press both ends of the Volume button at the same time.
OR, Press the middle of the Volume button.
OR, Press both
VOL UP and VOL DN buttons at the same time.
REDIALING A NUMBER
Select an outside line and press or dial . The number is auto-
REDIAL
3
matically dialed.
0
8
2
P
AGING
1. Lift the handset and press or dial .
2. Dial the desired page zone number (0-9).
3. After the tone, make your announcement and hang up.
PAG E
7
NOTE: The Page feature is not supported in SIP mode.
TRANSFERRING A CALL TO AN EXTENSION/OUTSIDE NUMBER
1. Press or .
2. Dial the desired extension or telephone number.
3. Wait for an answer, announce the call, and then hang up.
TRANSFER XFR
If the number is busy, there is no answer, or the transfer is refused, press ,
SPKR
, or the flashing button to return to the caller. (Press for SIP
mode.)
TRANSFERRING A CALL TO VOICE MAIL
1. Press or .
2. Dial the voice mail extension number.
3. Hang up to send the call to the voice mail menu (so that the caller can enter
TRANSFER XFR
the mailbox number).
USING REVERSE TRANSFER (CALL PICKUP)
1. Lift the handset and dial .
2. Dial the extension number where the call is ringing or holding.
4
ACCESSING YOUR MAILBOX
NOTE: If your voice mail system has Automatic Speech Recognition (ASR)
capability and it is enabled for your mailbox, you can complete voice mail tasks
by issuing spoken commands or by pressing dialpad digits.
If your button is lit and you have a message from voice mail:
1. Lift the handset or press or press .
2. Press . A call is automatically placed to the voice mail system.
3. Enter your personal password and press .
If your button is not lit:
1. Dial the voice mail extension number. (You hear the main menu.)
2. During or after the greeting, say “Login” or press to identify yourself as a
MSG
SPKR
MSG
#
MSG
subscriber.
3. Say or enter your mailbox number.
4. Enter your mailbox password (if programmed). Then press .
#
3
A
CCESSING VOICE MAIL MESSAGES
1. Access your mailbox as described on page 3.
2. If E-Mail Reader is enabled for your mailbox, say “Voice Mail” or press .
1
If E-Mail Reader is not enabled for your mailbox, skip this step.
3. Select one of the following:
• Say “New” or press to listen to new messages.
• Say “Saved” or press to listen to saved messages.
4. While you are listening to a message, you can use the following options:
• Say “Skip” or press
• Say “Backup” or press to back up.
• Say “Pause” or press to pause. (Press to continue.)
• Say “Forward” or press to skip ahead.
• Say “Lower” or press to lower the volume.
• Say “Envelope” or press to play the message envelope.
• Say “Higher” or press to raise the volume.
• Say “Save” or press to save the new message in your mailbox.
• Say “Delete” or press to delete the message from your mailbox.
5. When the message has finished playing, you have the following options:
• Say “Replay” or press to replay the message from the beginning.
• Say “Reply” or press to reply to the message.
• Say “Forward” or press to forward a copy of the message.
• Say “Previous” or press to listen to the previous message.
• Say “Envelope” or press to play the introductory message envelope.
• Say “Next” or press to listen to the next message.
• Say “Save” or press to save the new message in your mailbox.
• Say “Delete” or press to delete the message from your mailbox.
1
3
#
to skip to the end of the recording.
1
2
3
4
5
6
7
9
1
2
3
4
5
6
7
9
#
RECORDING AND SENDING VOICE MAIL MESSAGES
1. Access your mailbox as described on page 3.
2. Say “Record” or press .
2
3. Say or enter the mailbox number where you want to leave the message.
4. Say “Yes” or press to accept the subscriber’s name.
#
5. Record your message after the tone.
6. When finished, hang up to deliver the message or press to access more
#
options.
4
MESSAGE OPTIONS*
Below is a summary of the options you can
use when accessing messages, after playing
messages, and when recording voice mail
messages.
# LISTENING TO MSG AFTER MSG PLAYS LEAVING MSG
1 Back Up Replay the
2 Pause Reply to the
message
message
3 Skip forward Forward a copy Erase and
4 Lower volume Listen to previ-
ous msg
5 Play envelope Play envelope —
6 Increase vol-
ume
7 — Save the
Listen to next
message
message
8———
9 — Delete the
message
* — — Cancel
# Skip to end — Send message
Message options vary based on media type.
*
Replay the
message
Append the
message
re-record
—
—
—
Access delivery options
and exit
FEATURE CODES*
CODE FEATURE NAME CODE FEATURE NAME
391 Account Code – All Calls 324 Hunt Group Remove/Replace
390 Account Code – Optional 303 LCD Contrast Control
326 ACD Agent Log In 365 Message
327 ACD Agent Log Out 366 Message - Cancel Msg Left
328 ACD Agent Log In/out 368 Message -Cancel Msg On Endpt.
329 ACD Agent Wrap-up Term. 367 Message - Silent
375 Agent Help Request 314 Microphone Mute
376 Agent Help Reject 7 Page
361 Automatic Intercom Access 325 Page Remove/Replace
360 Automatic Line Access 397 Program Buttons
350 Automatic Line Answer 392 Program Station Password
313 Background Music 6 Qu eue (Callback) Request
355 Call Forward All Calls 385 Record-A-Call
357 Call Forward If Busy 380 Redial
356 Call Forward If No Answer 331 Redi rect Call
358 Call Fwd. If No Answer/Busy 305 Reminder Message
5 Conference 306 Reminder Message Cancel
394 Default Station 359 Remote Programming
307 Directory 4 Reverse Transfer
300 Display Time And Date 396 Review Buttons
372 Do-Not-Disturb On/Off 377 Ring Intercom Always On/off
373 Do-Not-Disturb Override 398 Ring Tone Selection
395 Feature Button Default 382 Station Speed Dial
312 Group Listen 383 Stati on Spee d Dial Program
319 Handsfree On/Off 354 System Forward On/Off
317 Headset On/Off 381
336 Hold – Individual 399 Switch Keymap
335 Hold – System 346 Transfer To Ho ld
330 Hookflash (Recall in Europe) 345 Transfer To Ring
*Some feature codes may not apply to your endpoin t. For a list of feature
codes specific to your endpoint, consult the user guide.
System Speed Dial
TELEPHONE SYSTEM AND
VOICE MAIL FEATURE GUIDE
USING VOICE MAIL
To access your mailbox:
1. Dial the voice mail extension number.
2. Say “Login” or press and say or enter
your mailbox number.
3. Enter your password and press .
4. Voice mail plays the main menu for your
mailbox type and guides you through the
available options.
STANDARD VOICE MAILBOX MAIN MENU:
Access new voice mail messages “New” 1
Record voice mail messages “Record” 2
Access saved voice mail message s “Sav ed” 3
Access personal mailbox opt ions “Personal” 4
Access message options “Options” 5
Disable Automatic Speech Recognition “Disable” 8
TO... SAY PRESS
ADVANCED MAILBOX MAIN MENU:
Access voice mail messag es “Voice mail” 1
Record voice mail messages “Record” 2
Access e-mail messages “E-mail” 3
Access personal mailbox opt ions “Personal” 4
Access message options “Options” 5
Access faxes “Facsimile” 6
Disable Automatic Speech Recognition “Disable” 8
TO... SAY PRESS
#
REMOTE FEATURE ACCESS
Remote Feature Access allows you to change
your station password, place your endpoint in
Do-Not-Disturb mode, and forward calls from
another endpoint or through a special dial-up
line.
If you do not hear a tone after each step, or if
you hear repeating tones, you have made a
mistake or the feature is restricted. Start over.
To use Remote Feature Access:
1. EITHER, call _______________ (number
provided by your system administrator). If
required, enter your password.
OR, use any endpoint on the system.
3 5 9
2. Enter
3. Enter your extension number.
4. Enter your password and press . You
can now use the features described below
and at right.
To change the station password:
1. Enter
2. Enter your current password and press
3. Enter the new password and press .
4. Enter the new password again for verification and press .
.
3 9
.
#
2
#
#
#
To turn on Do-Not-Disturb:
3 7 0
1. Enter
.
2. Enter message number 01-20 (see the
default DND message list below).
3. If desired, enter the optional second-line
message text (see the dialpad character
chart on the next page).
4. Hang up.
To turn off Do-Not-Disturb:
3 7
1
Enter
and hang up.
DO-NOT-DISTURB MESSAGES
01 DO-NOT-DISTURB 11 OUT OF TOWN ’TIL
02 LEAVE A MESSAGE 12 OUT OF OFFICE
03 IN MEETING UNTIL 13 OUT UNTIL
04 IN MEETING 14 WITH A CLIENT
05
ON VACATION
06
ON VACATION
07 CALL ME AT 17 IN CONFERENCE
08 AT TH E DOC TOR 18 AWAY FROM DESK
.
09 ON A TRIP 19 GONE HOME
10 ON BREAK 20 OUT TO LUNCH
*VACATION is replaced by HOLIDAY in European systems.
*
’TIL
*
15 WITH A GUEST
16 U NAVAI LA BLE
DIALPAD CHARACTERS
BUTTON
NOTE: The characters associated with the 5 and 6 dialpad
digits are dependent on the software version.
To turn on Call Forward:
1. Enter one of the following Call Forward feature codes:
2. Enter an extension number or enter a line
access code followed by an outside telephone number.
3. Hang up.
To turn off Call Forward:
1. Enter
2. Press and hang up.
NUMBER OF TIMES BUTTON IS PRESSED
12345
1
-&() 1
2
ABC ' 2
3
DEF ! 3
4
GH I * 4
5
JKL# or /5
6
MNOÑ or #6
7
PQRS 7
8
TUV?8
9
WXY Z 9
All Calls 355
If No Answer 356
If Busy 357
If No Answer/Busy 358
3 5 5
.
#
Notice
This Inter-Tel® user guide is released by Inter-Tel, Inc. as a guide for end-users. It provides information necessary to use the Model 8662 endpoint. The contents of this user
guide, which reflect current Inter-Tel standards, are subject to revision or change without
notice. Some features or applications mentioned may require a future release and are not
available in the initial release. Future product features and applications are subject to
availability and cost. Some features or applications may require additional hardware and/
or specific software.
Some system features can only be accessed by an
administrator. For information about these features, see the
Frequently Asked Questions section on page 91.
For sales, service, or technical support,
contact your local authorized Inter-Tel provider.
Comments about this user guide or other
technical documentation should be directed to
Inter-Tel’s Technical Publications Department at:
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
marks of Inter-Tel, Incorporated.
Microsoft
PowerSense™ is a trademark of Red Hawk/CDT, Incorporated.
, Axxess®, Enterprise®, and Unified Communicator® are registered trade-
®
and Outlook® are registered trademarks of Microsoft Corporation.
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.
Table of Contents
Table of Contents
CONTENTS PAGE
FINDING YOUR WAY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About Your Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
About Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
What You See and Hear . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Software Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
GETTING STARTED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Adjusting Your Endpoint’s Viewing Angle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Adjusting Your Endpoint’s LCD Contrast. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Setting Up Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Making and Receiving Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Placing Calls On Hold. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Placing Conference Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Transferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Using Reverse Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Forwarding Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Redialing a Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Displaying Information on Your Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Using a Headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Using the Speaker and Microphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Using the Message Button. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Accessing Your Mailbox. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Disabling and Enabling ASR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Accessing Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Using Do-Not-Disturb Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Using Reminder Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
FINDING YOUR WAY
GETTING STARTED
MOVING ON
USING E-MAIL READER LEARNING MORE
©Inter-Tel, Inc. March 2006 printed in US
iii
CONTENTS PAGE
MOVING ON . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Setting Endpoint Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Setting Mailbox Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Speed Dialing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Using Record-A-Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Paging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Performing a “Hookflash” During a Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Programming Your Feature Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Programming Direct Station Selection Buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Programming Secondary Extension Buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Using Account Codes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Screening Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Using Call Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Using Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Programming Remote Feature Access. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Requesting Agent Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Working in Hunt Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
USING E-MAIL READER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
E-Mail Reader Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Using Your Advanced Mailbox. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Setting Up Your E-Mail Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Accessing E-Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Using Main Menu E-Mail Reader Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Accessing Fax Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Recovering Deleted Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Changing Message Envelopes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Voice Mail Flowchart (Advanced Mailbox) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
LEARNING MORE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
What the Administrators Can Do for You . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Frequently Asked Questions (FAQs). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Default Feature Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
iv
Finding Your Way
SECTION CONTENTS PAGE
Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About This Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About Your Endpoint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Feature Button Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Liquid Crystal Display and Menu Buttons. . . . . . . . . . . . . . . . . 5
Message Indicator Lamp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Power Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Endpoint Connectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Software and Firmware Updates . . . . . . . . . . . . . . . . . . . . . . . 7
About Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Enterprise Messaging. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Automatic Speech Recognition (ASR) . . . . . . . . . . . . . . . . . . 11
What You See and Hear. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Software Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
FINDING YOUR WAY
Inter-Tel® Model 8662 User Guide (ITP Mode)
1
WELCOME
Your new Model 8662 endpoint provides access to several features, each of which is
described in this guide. The Model 8662 endpoint supports two different modes of
network protocols, and can operate in either Inter-Tel Protocol (ITP) mode or Session
FINDING YOUR WAY
Initiation Protocol (SIP) mode. The operating mode determines which features and
options are enabled on the endpoint. This guide is for endpoints operating in ITP
mode. If your endpoint is configured to operate in SIP mode, request a copy of the
Model 8600/8620/8622/8662 User Guide: Session Initiation Protocol (SIP) Mode
(part number 550.8024) from your system administrator.
The About This Guide section below lists the different sections in this user guide and
describes the type of information you can find there. If you need to access information
quickly, refer to the Quick Reference Guide attached to the front of this guide. You
can also tear out the pocket guide to keep as a handy reference for features you are
likely to use while away from the office (Remote Feature Access and Voice Mail).
ABOUT THIS GUIDE
This guide contains instructions for using the Model 8662 on the Inter-Tel® telephone
system. To help you find information more quickly, this guide is divided into five separate sections, as indicated by the tabs.
These sections include the following:
• Finding Your Way: This section provides you with a picture of the Model 8662
• Getting Started: This section includes basic endpoint and voice mail informa-
• Moving On: In this section you’ll learn how to use advanced endpoint and voice
• Using E-Mail Reader: This section includes information on how to use the
• Learning More: This section outlines how your administrators can help if you
In addition, this guide contains a list of default feature codes (see page 94) and an
index (see page 99) for easy reference.
and includes general information designed to help you find what you need.
tion, and provides instructions on how to perform everyday tasks, such as
answering calls, making calls, and using voice mail.
mail features.
advanced messaging features available with E-Mail Reader.
experience a problem with your endpoint. It also provides you with a list of Frequently Asked Questions (FAQs) so you can troubleshoot problems and learn
more about the system.
NOTE: Because the telephone system is very flexible and p rogrammable, the proce-
dures for using the features might vary slightly from the descriptions in this guide. If so,
your trainer or system administrator can tell you how your system differs and how to
use the features.
2
Inter-Tel® Model 8662 User Guide (ITP Mode)
ABOUT YOUR ENDPOINT
Your Model 8662 is equipped with a six-line display, a hearing aid-compatible handset, a message indicator lamp, an internal speaker and microphone, and three types of
buttons.
• Dialpad buttons: Allow you to enter numbers and letters.
• Feature buttons: Provide quick access to various endpoint and voice mail fea-
tures.
• Liquid Crystal Display (LCD) menu buttons: Allow you to scroll through dis-
plays and make selections based on the active feature.
The photo below displays the external components of the endpoint.
FINDING YOUR WAY
Internal Speaker
(Underneath Handset)
Answer
LCD with six
16-Character Lines
Message Indicator Lamp
Volume
Feature Buttons
Menu Buttons
Hold
Special
12-Button
Dialpad
Handsfree Microphone
(Underneath Edge)
Hearing Aid-Compatible
(HAC) Handset
NOTE: This is the default configuration. Your buttons may have been programmed dif-
ferently. If you are uncertain about the configuration, ask your system administrator.
Inter-Tel® Model 8662 User Guide (ITP Mode)
3
Feature Button Functions
The feature buttons are designed to automate some of the commonly used functions,
such as dialing an outside number. Each of these is described in the table below.
FINDING YOUR WAY
BUTTON IF YOU... YOU CAN... PG.
Press and hang up Answer a call using the speaker. 19
Press the high or low end of the volume
button
Press (International Hold Symbol) Put a call on hold. 22
CALL
IC
MUTE
DND
PAGE
STN SPDL
SYS SPDL
REDIAL REDIAL
CNF
TRANSFER
MSG
FWD FWD
ANSWER
OUTGOING
Press an unlit
button
Press Access an intercom call. 19
Press Mute the microphone. 30
MUTE
Press unlit or lit Enable/disable Do-Not-Disturb mode. 40
Press Choose a page zone to place a page. 57
PAGE
Press View or access Speed-Dial numbers. 53
STN SPDL
Press View or access System Speed-Dial
SYS SPDL
Press Redial a telephone number or save the
Press
CNF
would like to add to the conference
Press and dial the destination
TRANSFER
number
Press Leave or listen to a message. 31
MSG
Press
number
Press Answer a call. 19, 21
ANSWER
Press and dial the number Place an outgoing call. 20
OUTGOING
button or the flashing
CALL
IC
DND
and dial the numbers you
and dial the destination
Adjust volume during a call. 44
Select an outside line or answer a call. 20, 21
numbers.
last number dialed.
Place a conference call. 23
Transfer a call. 24
Forward calls to the specified number. 26
55
28
In addition to the buttons identified in the preceding table, your endpoint has a Special button ( ). Depending on how your telephone system is configured, you may
need to press this button before you dial a feature code. Consult your system administrator if you have questions about how your system is configured.
4
Inter-Tel® Model 8662 User Guide (ITP Mode)
Liquid Crystal Display and Menu Buttons
In addition to the various feature buttons, your Model 8662 endpoint contains an LCD
with six lines. The top two lines show call information and messages; the remaining
four lines display a menu, which changes according to the feature you are using.
To select an option, press the menu button closest to it. If there is only one option on a
line, such as DO-NOT-DISTURB, you can press the button on either side.
FINDING YOUR WAY
DISPLAY WITH SIX
16-CHARACTER
LINES
MENU
SELECTION
BUTTONS
Because the display can only support 16 characters, you may see a few abbreviations.
The most commonly used abbreviations are provided in the table below.
ABBREVIATION WORD/PHRASE
ACCT CODE Account Code
CNF Conference
DEST Destination
DIR Directory
DND Do-Not-Disturb
EXT Extension
LOGS Call Logging
MSG Message
RCL Recall
SPKR Speaker
SPKRPHN Speakerphone
STN SPD Station Speed Dial
SYS SPD System Speed Dial
TFR Transfer
TG Trunk Group (a group of outside lines)
TRNK Trunk (an outside line)
MISSED (number) Missed Calls
Inter-Tel® Model 8662 User Guide (ITP Mode)
5
Message Indicator Lamp
The Message Indicator lamp (located at the top, right corner of the endpoint) shows
the same indications as the button. The Message Indicator lamp flashes whenever there is a waiting message.
MSG
FINDING YOUR WAY
NOTE: By default, the message lamp is programmed to light whe n you receive a new
voice mail message. However, this lamp can be programmed for other functions. Check
with your system administrator if you are unsure what your endpoint’s lamp is programmed to indicate.
Power Requirements
The Model 8662 requires either an individual power supply unit or a centralized
power source to power the endpoint. Check with your system administrator about the
specific power requirements for your endpoint.
Before connecting a power supply unit, make sure it is compatible with your endpoint. The following individual power supply units are compatible with the Model
8662:
• Inter-Tel Power Supply Unit (Part Number 806.1114/806.1117 in Europe)
• Red Hawk Single Port PowerSense
• An industry-standard IEEE 802.3 Power Supply Unit
It is recommended that you plug your endpoint’s individual power supply unit into an
Uninterruptible Power Supply (UPS). If your endpoint’s power supply unit is not
plugged into a UPS and the power fails, the current telephone call will be dropped.
NOTE: Contact your network administrator to order a new power supply unit for your
endpoint.
Your system may be configured to use a centralized power source (power over Ethernet) rather than an individual power supply unit. Your system administrator will
explain how to connect your endpoint to the centralized power source. If your endpoint uses power over Ethernet, do not connect an individual power supply unit to the
endpoint.
™
(Part Number 901.0407)
6
Inter-Tel® Model 8662 User Guide (ITP Mode)
Endpoint Connectors
The Model 8662 has dedicated headset and handset jacks located on the back of the
endpoint used to connect a handset or headset. In addition to the headset and handset
jacks, the endpoint has connectors that are required for an IP endpoint. Two lightemitting diodes (LEDs) on the PC port and LAN/Power jack indicate link status and
the speed of the connections. The Model 8662 endpoint connectors include:
• Headset Jack: Connects to a headset.
• Handset Jack: Connects to a handset.
• Personal Computer (PC) Port: Connects to a PC or any other 10/100 Ethernet
device.
• LAN/Power Jack: Connects to a network hub or a switch.
For more information about your endpoint’s connectors, power supply, and supported
ethernet devices, contact your network administrator.
Software and Firmware Updates
Your endpoint comes pre-installed with Inter-Tel-provided firmware that allows it to
communicate with the telephone system. Firmware is software that is embedded in a
hardware device (e.g., your endpoint) that allows it to operate. Endpoints may require
updates when a new version of software or firmware is available.
Your endpoint may be configured to download firmware and software updates from a
configured server automatically. If so, your endpoint will periodically check the
server to see if any updates are available. When an update is available, the endpoint
downloads it automatically.
FINDING YOUR WAY
During the download process, it is important that you do not use your endpoint.
This ensures that the software or firmware update is downloaded successfully. Do
not disconnect the endpoint from it’s power source during the download process. Disconnecting the endpoint’s power supply while the endpoint is downloading an update may cause serious damage to the endpoint, and the
endpoint may need to be shipped back to Inter-Tel for repair.
Inter-Tel® Model 8662 User Guide (ITP Mode)
CAUTION
7
During the download process several messages are shown on the display that indicate
the status of the download. The final display message, FIRMWARE DOWNLOAD
SUCCESS or BOOT DOWNLOAD SUCCESS indicates that the software or firmware update was downloaded successfully. Immediately following the download your
endpoint will re-synchronize with the telephone system by performing a reset.
FINDING YOUR WAY
During a reset, all of the red LEDs on the endpoint illuminate briefly and the message
lamp flashes from left to right, and back again several times. In addition, the endpoint
displays several messages while it connects with the telephone system. When the display returns to your extension number, your username, the time of day, and the date,
the reset is complete and you can use your endpoint again.
NOTE: During a reset, your endpoint (and all connected devices) lose connectivity with
the network for approximately 10 -20 seconds.
ABOUT VOICE MAIL
Voice mail is an application that is part of the Inter-Tel voice processing system.
Using voice mail, you and other callers can send and receive recorded messages from
any supported endpoint on the system. To use voice mail features, each user (or subscriber) is assigned a mailbox, which usually corresponds to the extension number
assigned to your endpoint. You can, however, have an unassociated mailbox that does
not correspond to an extension. (Unassociated mailboxes are typically used for agents
or other personnel who don’t have a permanent office.)
With your mailbox, you can use personal or system greetings to let callers know if
you are out of town, on a call, etc. If a caller reaches your mailbox, they can leave a
message, hang up, or access an attendant. In addition, if your voice mail administrator
sets up one or more “group lists” of mailboxes, you can send a message to a group of
people by entering one number instead of everyone’s individual mailbox number.
8
Inter-Tel® Model 8662 User Guide (ITP Mode)
Inter-Tel voice mail systems support the following types of mailboxes:
• Advanced Mailbox: If E-Mail Reader is enabled for your mailbox, you have
access to voice mail, e-mail, and fax messages in your mailbox. You can also customize your personal mailbox options, and access advanced messaging features.
See page 75 for information and instructions about using E-Mail Reader features.
For a voice mail flowchart for advanced mailbox users, see page 87.
• Standard Voice Mailbox: This type of mailbox allows you to send and receive
voice mail messages, record personal greetings, and allows you to customize personal mailbox options. A standard voice mailbox does not allow you to access email and fax messages. For a voice mail flowchart for standard mailbox users,
see page 105.
FINDING YOUR WAY
NOTE: If you have the Enterprise
access to advanced communication and messaging features such as E-Mail Reader
and Automatic Speech Recognition (ARS). For more information about EM, see
page 10.
®
Messaging (EM) voice mail system, you also have
The instructions for many voice mail tasks are identical for standard voice mailbox
and advanced mailbox users. The instructions for the following common mailbox
tasks are included in the Getting Started and Moving On sections of this guide:
• Initializing your mailbox (see page 15)
• Recording your personal greetings (see page 16)
• Recording your voice mail directory name (see page 17)
• Accessing your mailbox (see page 32)
• Disabling and enabling ASR (see page 33)
• Accessing voice mail messages (see page 34)
• Recording and sending voice mail messages (see page 37)
• Canceling unheard voice mail messages (see page 39)
• Changing your mailbox password (see page 47)
• Changing the call screening transfer method (see page 49)
• Programming a fax destination (see page 50)
• Changing the message search order (see page 50)
• Programming remote messaging (see page 51)
• Screening calls (see page 61)
• Using the voice mail directory (see page 66)
Inter-Tel® Model 8662 User Guide (ITP Mode)
9
Enterprise Messaging
Enterprise Messaging (EM) is the Inter-Tel messaging system that uses industry-standard protocols for communication and messaging. EM unifies communication and
messaging by providing access to voice mail, fax, and e-mail messages in your mail-
FINDING YOUR WAY
box. The EM system provides voice mail users with the following advanced messaging features:
• Automatic Speech Recognition (ASR): ASR can be enabled for the entire sys-
tem or it can be enabled for specific applications (like voice mail) or mailboxes.
When ASR is enabled for your mailbox, you can issue spoken commands to navigate the voice mail menus. ASR also allows subscribers and non-subscribers to
navigate automated attendant menus, call routing applications, and search the
directories. ASR can be enabled for standard voice mailboxes and advanced mailboxes (see page 9). For more information about ASR, see page 11.
• E-Mail Reader: E-Mail Reader allows you to access voice, e-mail, and fax mes-
sages from your mailbox. For e-mail messages, E-mail Reader uses Text-toSpeech (TTS) capabilities included with EM to convert the text in an e-mail message to a .wav file. For fax messages, E-Mail Reader announces the fax envelope. If E-Mail Reader has been enabled for your mailbox, your voice mail, email, and fax messages are unified in one convenient location. For more informa-
tion and instructions about how to use E-Mail Reader features, see the Using E-
Mail Reader section, starting on page 78.
Consult your voice mail administrator to see if ASR and/or E-Mail Reader is enabled
for your mailbox.
10
NOTE: EM also includes Unified Messaging inbound and outbound faxing capabilities.
For information and instructions about Unified Messaging features, see Issue 2.3 of the
Unified Messaging User Guide, part number 550.8121.
Inter-Tel® Model 8662 User Guide (ITP Mode)
Automatic Speech Recognition (ASR)
Automatic Speech Recognition (ASR) is a feature available for systems using EM.
Because ASR is a very flexible feature, it can be enabled or disabled on several different levels. When ASR is enabled for your mailbox, you can issue spoken commands
to navigate the voice mail menus. ASR also allows subscribers and non-subscribers to
navigate automated attendant menus, call routing applications, and search the directories using voice commands.
When you access voice mail, if you are given the option to say a command or press a
dialpad button to complete a task, then ASR is enabled for your mailbox. If you are
only prompted to press a dialpad button, ASR is not enabled for your mailbox. If your
mailbox is not ASR-enabled, you can still navigate the menus and perform tasks by
pressing the appropriate dialpad buttons when prompted by the system.
When using ASR, follow these guidelines for best results:
• When completing a mailbox-related task, either say the command each time or
press the dialpad buttons each time.
• Use the handset when issuing spoken commands. Your endpoint’s speaker can
pick up background noise and other sounds, which may cause the system to misinterpret a command.
• Voice mail command words are shown on display endpoints. If your endpoint has
a display and you don’t hear the command word when the prompt is announced,
look at the display for the appropriate voice command.
• When you use the dialpad buttons to complete a task, you are sometimes
prompted to press to indicate to the system that you have finished entering
digits. It is not necessary to say “Pound” or “Hash” when using ASR. The silence
that follows your voice command replaces the button.
• While you are recording a message, ASR is temporarily disabled, therefore you
cannot issue spoken commands to access options like pause and erase. If you
attempt to issue a spoken command while you are recording, your recording will
include the command you issued. To access the pause and erase options, you
must press the appropriate dialpad buttons.
• You cannot use ASR to set up your e-mail password (see page 79). For security
reasons, you must enter your e-mail password characters by pressing the appropriate dialpad buttons. Entering passwords this way prevents others from overhearing your password.
• If the system cannot interpret your voice commands for three consecutive
attempts, ASR is temporarily disabled by the system for the current call. You can
still complete tasks using the dialpad buttons; however, you will no longer be
prompted to say a command.
• You can temporarily disable ASR for the current call by selecting option eight
from the main menu.
#
#
FINDING YOUR WAY
Inter-Tel® Model 8662 User Guide (ITP Mode)
11
WHAT YOU SEE AND HEAR
As you can see, your Model 8662 and telephone system come equipped with many
features. To help you understand what everything means, it is recommended that you
read the following information before you use your endpoint:
FINDING YOUR WAY
• A red lamp indicates that a call is ringing, holding, or active on your endpoint.
• The endpoint’s lamps may be solidly lit or flashing to indicate the status of a call
or feature. To avoid confusion, this guide uses different icons to signify that a
lamp is unlit ( ), lit, ( ), or flashing ( ).
• If you hear four fast tones or repeating fast tones (reorder tone), you have pressed
an invalid button combination, tried to select a restricted line, dialed a restricted
or invalid number, dialed too slowly between digits, or waited too long before
performing the next step. Hang up and try again.
• Your telephone system may be programmed for one or two dial tones. Systems
with two dial tones have one for intercom calls and one for outside calls.
• Many features “time out” if you wait too long before performing the next step. If
this happens, you must hang up and start over.
• “Off-hook” means that the handset is lifted, and “on-hook” indicates that the
handset is in the cradle. For example, you must first go “off-hook” to make a call,
but you must go “on-hook” to end a call.
SOFTWARE COMPATIBILITY
Depending upon which software version your telephone system is using, some of the
features included in this guide may not be available for your endpoint. Check with
your system administrator to see which software version your telephone system currently uses and if there are any features restrictions for your system.
Your Model 8662 is compatible with the following Inter-Tel software:
• Inter-Tel
• Axxess
• Unified Communicator
• Enterprise
®
5000 system software v1.0 and later
®
system software v8.1 and later
®
CNF
CNF
®
v2.1 and later
Messaging v1.0 and later
CNF
12
Inter-Tel® Model 8662 User Guide (ITP Mode)
Getting Started
SECTION CONTENTS PAGE
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Adjusting Your Endpoint’s Viewing Angle . . . . . . . . . . . . . . . . 14
Adjusting Your Endpoint’s LCD Contrast . . . . . . . . . . . . . . . . . 14
Setting Up Voice Mail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Initializing Your Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Recording Your Personal Greetings. . . . . . . . . . . . . . . . . . . . 16
Recording Your Voice Mail Directory Name. . . . . . . . . . . . . . 17
Making and Receiving Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Intercom Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Outside Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Emergency Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Call Waiting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Placing Calls On Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Placing Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Transferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
To Another Extension. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
To Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
To an Outside Number. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Using Reverse Transfer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Forwarding Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Manual Call Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Automatic System Forwarding . . . . . . . . . . . . . . . . . . . . . . . . 27
Redirect Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Redialing a Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Displaying Information on Your Endpoint. . . . . . . . . . . . . . . . . 28
Date, Time, Name, and Extension Number . . . . . . . . . . . . . . 28
Outside Party’s Name/Number. . . . . . . . . . . . . . . . . . . . . . . . 28
Using a Headset. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Using the Speaker and Microphone. . . . . . . . . . . . . . . . . . . . . . 30
Mute Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Group Listen Using the Speaker . . . . . . . . . . . . . . . . . . . . . . 30
Using the Message Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Leaving Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Retrieving Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Accessing Your Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Disabling and Enabling ASR. . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Accessing Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . 34
Listening to Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Recovering Deleted Voice Mail Messages. . . . . . . . . . . . . . . 36
Recording and Sending Voice Mail Messages. . . . . . . . . . . . 37
Canceling Unheard Voice Mail Messages . . . . . . . . . . . . . . . 39
Using Do-Not-Disturb Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Using Reminder Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
GETTING STARTED
Inter-Tel® Model 8662 User Guide (ITP Mode)
13
INTRODUCTION
Now that you know what your Model 8662 endpoint can do, it’s time to start using it.
In this section, you’ll learn how to make and receive calls, transfer calls, retrieve
voice mail messages, and much more.
ADJUSTING YOUR ENDPOINT’S VIEWING ANGLE
Your Model 8662 has an adjustable base that allows you to tilt your endpoint to
enhance the viewing angle.
To adjust the viewing angle of the endpoint:
1. Position the bottom of the endpoint’s base on a flat surface.
2. Tilt the endpoint to the desired angle.
3. Place the “feet” of the support mechanism in the holes on the base to secure the
position of the endpoint.
GETTING STARTED
ADJUSTING YOUR ENDPOINT’S LCD CONTRAST
Your Model 8662 has a feature that allows you to adjust the LCD contrast. This feature is only available when the endpoint is in the idle state. You can choose from eight
different contrast levels by using the volume button or the dialpad buttons.
To adjust your endpoint’s LCD contrast:
1. With the handset in the cradle, dial .
2. Adjust the contrast level of the LCD screen by one of the following methods:
EITHER, Use the volume button ( = darker, = lighter).
OR, Use the LCD menu buttons.
OR, Press a number on the dialpad (1=lightest through 8=darkest) that corre-
sponds to your desired contrast level.
3. Accept and save the contrast level by one of the following methods:
EITHER, Press .
OR, Lift and replace the handset.
OR, Press the ACCEPT menu button on the LCD screen.
3 0 3
14
Inter-Tel® Model 8662 User Guide (ITP Mode)
SETTING UP VOICE MAIL
To begin using your mailbox you will need to complete a few basic set-up procedures
to initialize your mailbox, customize your personal greetings, and record your voice
mail directory name.
NOTE: If your telephone system uses Enterprise Messaging (EM), your mailbox may
have the Automatic Speech Recognition (ASR) feature enabled. When ASR is enabled
for your mailbox, you have the option of issuing a spoken command or pressin g a dialpad button. See page 11 for ASR guidelines.
ALSO: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.
See page 75 for information and instructions about using E-Mail Reader features .
Initializing Your Mailbox
To access voice mail, the first thing you need to do is initialize your mailbox. This
allows you to change the default password for your mailbox, record your name for the
company directories, and listen to the voice mail introduction.
To initialize your mailbox:
1. Dial the voice mail extension number. (You hear the main menu.)
NOTE: If you do not know the voice mail extension number, check with your voice
mail administrator.
Say “Login” or press to identify yourself as a subscriber.
2.
3. Enter your mailbox number using the dialpad buttons.
4. Enter your default password using the dialpad buttons.
GETTING STARTED
NOTE: Your mailbox number is your default password.
If you want a password, enter a new password using digits 0-9 (up to 12 digits),
and then press when you are done. The messaging system plays back your
password.
If you do not want to use a password, just say “Skip” or press .
5. Say “Accept” or press to accept the entry or say “Erase” or press to erase
and re-enter your password. The system prompts you to record your directory
name.
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GETTING STARTED
6. After the tone, record your first and last names.
7. When prompted, do one of the following:
• Say “Accept” or press
• Say “Replay” or press
• Say “Append” or press
• Say “Re-record” or press
#
again to accept the name.
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to replay the name you just recorded.
2
to add to your name.
3
to erase and re-record your name.
NOTE: The system then plays a prompt that introduces you to the basic voice mail
system features. You can skip this introduction by saying “Skip” or by pressing ,
if desired.
Recording Your Personal Greetings
You can store two different personal greetings in your voice mailbox: a primary and
an alternate. You may change or choose to use either greeting at any time. You can
then select which greeting you want played when a caller reaches your voice mailbox.
Because the purpose of this greeting is to tell callers why they have reached your
voice mailbox, you should include the following information:
• Whether or not you are in the office and where you can be reached
• When you will be returning calls
• For callers who do not wish to leave a message, how to exit voice mail (say
“Operator” or press to return to the operator)
The following are some sample greetings to help you plan your message:
• Primary Greeting: Hello, this is __________. I am either on another line or
away from my desk and cannot take your call at this time. If you need to speak to
someone immediately, please dial zero now. Otherwise, leave a detailed message,
and I will return your call as soon as possible. Thank you.
• Alternate Greeting: Hello, this is __________. I will be away from the office
from day/date until day/date. If you need to speak to someone immediately,
please dial zero now. Otherwise, leave a detailed message, and I will return your
call when I return. Thank you.
You can also select the System Greeting if you do not want to record a primary or
alternate greeting. The system greeting states, “Mailbox number (xxxxx) is not available.” Depending on how your system is programmed, the system greeting may also
include, “After the tone, please record your message. When finished, you may hang
up to deliver the message or press pound for more options.”
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Inter-Tel® Model 8662 User Guide (ITP Mode)
To record/change your personal greeting:
1. Access your mailbox as described on page 32.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “Greeting” or press to record or change your personal greeting.
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4. Do one of the following:
• Say “Primary” or press to record and/or enable your primary greeting.
• Say “Alternate” or press to record and/or enable your alternate greeting.
• Say “System” or press to enable the system default mailbox greeting.
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5. If you selected the system greeting option, hang up.
If you selected the primary or alternate greeting option, record your greeting
when prompted, then press .
#
If you already have a primary or alternate greeting, it is played when you select
primary or alternate.
You can then do one of the following:
• Say “Accept” or press to accept the greeting.
• Say “Replay” or press to replay the greeting.
• Say “Append” or press , add to the greeting, and then press .
• Say “Erase” or press to erase and re-record the greeting.
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• Say “Cancel” or press to exit without changing your greeting.
6. Hang up.
Recording Your Voice Mail Directory Name
Your recorded name is used to identify you in the voice mail directory and to verify
your mailbox number when messages are addressed to you. Although you record your
name when you first initialize your mailbox, you can change it at any time.
To record your directory name:
1. Access your mailbox as described on page 32.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “Name” or press . Your recorded name is played.
4. Do one of the following:
• Say “Accept” or press to accept your recorded name.
• Say “Replay” or press to replay your recorded name.
• Say “Append” or press to add to your name.
• Say “Erase” or press to erase and re-record your name. When you hear a
tone, record your first and last name. Then say “Accept” or press
accept your recorded name.
5. Hang up.
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GETTING STARTED
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MAKING AND RECEIVING CALLS
Making and receiving calls is the basic purpose of any endpoint. With your Model
8662, you can make/receive intercom and outside calls and make emergency calls.
Consult your system administrator and your local Inter-Tel servicing company for
important information about dialing emergency services from your Model 8662
before you begin using it.
Intercom Calls
Your extension number allows other people to place intercom calls to you, without
dialing any extra codes. And, because every endpoint in your telephone system is
GETTING STARTED
assigned an extension number, you can call other people in your system quickly and
easily.
NOTE: Ask your system administrator for a list of extensions.
Placing Intercom Calls
To place an intercom call:
1. With or without the handset lifted, dial an extension number.
2. If your call goes through handsfree to an endpoint’s speaker, speak after you
hear a double tone.
If you hear continuous ringing, wait for the call to be answered.
The telephone system allows you to place a non-handsfree call that will override
handsfree mode on the extension you are calling. If you use the Ring Intercom
Always feature to always send non-handsfree calls, the called party must pick up the
handset to answer the call.
To place a non-handsfree call that will ring at the other endpoint until answered:
#
Press before dialing the extension number.
To program your endpoint to always send non-handsfree calls using the Ring
Intercom Always feature:
With the handset in the cradle, dial
CAUTION
3 7 7
. The current status is shown.
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Inter-Tel® Model 8662 User Guide (ITP Mode)
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