This guide is released by Mitel Networks Corporation and provides information necessary to use the
5320e/5330e/5340e IP Phones. The guide contents, which reflect current Mitel 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 provider:
If you do not know the contact information for your local provider, use the “Partners” link at the top of the
Mitel home page
(www.mitel.com) to find a location near you.
If you have any questions or comments regarding this u ser guide or other technical documentation, contact
the Technical Publications Department (USA) at:
tech_pubs@mitel.com
Mitel® is a registered trademark of Mitel Networks Corporation.
All other trademarks mentioned in this document are the property of their respective owners, including Mitel
promotional purposes or for creating new collective works for resa le or redistribu tion to servers or lists, or to reuse
any copyrighted component of this work in other works must be obtained from Mitel.
The instructions in this guide are for using the Mitel 5320e/5330e/5340e In ternet Protocol (IP)
Phone on the Mitel 5000 Communications Platform (CP). The Quick Refe rence Guide located
at the beginning of this guide is an overview of frequently used features.
Your IP phone should be powered on and ready to use. If the display is blank, or if the display
name, extension number, or time or date are incorrect, contact your system administrator for
assistance.
Because a variety of voice mail products work with the 5000 CP, this guide does not include
voice mail instructions. For voice mail instructions, refer to the voice mail user guide for your
system. For example, refer to the Enterprise Messaging, Unified Voice Messaging, and
Embedded Voice Mail Card User Guide, part number 835.3205, or the Mitel NuPoint Unified
Messaging User Guide on the Mitel Web site
administrator for more information about your voice mail system.
Because many phone features can be programmed to perform various tasks, some features may
work differently than the descriptions in this guide. Contact your system administrator for more
information.
(http://edocs.mitel.com). Contact your system
Mitel 5320e/5330e/5340e User Guide
4
About Your IP Phone
7
6
5
4
3
21
8
The IP Phones are full-feature, dual port phones that provide vo ice communication over an IP
network. All phones have a 160 x 320 (pixels) liquid crystal display (LED), self-labeling
programmable buttons, on-hook dialing, and a Ring/Messag e Indicator.
For one-touch feature access, the 5320e IP Phone has 8 programmable buttons, the 5330 e IP
Phone has 33 programmable buttons, and the 5340e IP Phone has 42 progr ammable buttons.
It includes an embedded screen saver application and text size control.
5320e/5330e IP Phone Features
The 5320e and 5330e IP Phones are shown here.1 See “5320e/5330e IP Phone Features” on
page 4 for more information about the IP phone features.
5320e IP Phone
1. These images are examples of how your IP phone may be programmed.
Getting Started
5
5330e IP Phone
2
3
5
6
7
1
4
8
1 – Handset (see page 6)5 – Feature buttons (see page 7)
2 – Programmable buttons (see
3 – Display (see
4 – Ring/Message Indicator (see
1. The top three buttons on the 5320e IP Phone do not have LEDs.
2. The 5320e IP Phone does not have a backlit display.
page 7)
page 8)
2
page 7)8 – External Speaker (see page 9)
1
6 – Dialpad buttons (see page 8)
7 – Navigation buttons (see page 9)
Mitel 5320e/5330e/5340e User Guide
6
5340e IP Phone Features
89
7
6
5
4
123
The 5340e IP Phone is shown here.2 See “Phone Feature Descriptions” on page 6” for more
information about the IP phone features.
1 – Handset (see page 6)6 – Dialpad buttons (see page 8)
2 – Display (see page 7)7 – Programmable buttons (see page 8)
3 – Menu buttons (see
4 – Ring/Message Indicator (see
5 – Feature buttons (see
Phone Feature Descriptions
The following sections describe default configurations. Your IP phone may be programmed
differently . Contact your system administrator for more information. See “5320e/5330e IP Phone
Features” on page 4 and “5320e/5330e IP Phone Features” on page 4 for phone feature
locations.
Handset
The handset provided with this equipment is hearing aid comp atible (HAC). If you are usi ng a
headset or if you are in Handsfree Mode, you do not need to use the handset. See “Using
Handsfree Mode” on page 41 for more information.
2. This image is an example of how your IP phone may be programmed.
page 9)8 – Navigation buttons (see page 9)
page 7) 9 – External Speaker (see page 9)
page 7)
Getting Started
7
Display
The display provides a 160 x 320 (pixels) high- resolution viewing are a for selecting and using
features and identifying callers. When idle, the display shows user information, the system time
and date, and feature button assignments. Consider the following when using the display:
•The 5320e IP Phone does not have a backlit display.
•You can adjust the display Contrast and Brightness levels (see page 23).
•You can control the size of the text that appears on the display fo r program mable button s
(see page 24).
5330e and 5340e IP Phones include an embedded screen saver that you can configure for
your display. Configuration options include the screen saver timeout, display image, and
brightness options (see page 2 5).
Ring/Message Indicator
The Ring/Message Indicator flashes or stays lit to indicate call, message, and fe ature activity.
For more information about messaging features, see “ Messages” on page 79. Ring/Message
Indicator signals are described in the following table.
Indicator SignalsDescription
Rapidly flashingYou have an incoming call.
Slowly flashingYou have a waiting message or callback message.
OnYou are on a call or using a feature.
OffYour IP phone is idle.
Speaker
The speaker provides audio for handsfree calls and background music. See “Using Handsfree
Mode” on page 55 for information about handsfree calls. See “Listening to Background Music”
on page 38 for more information about background music.
Feature Buttons
Feature buttons provide quick access to commonly used features. See the following table for
descriptions.
ButtonAction
(Up) or (DownProvides volume control for the ringer, handset, and speaker.
Scrolls through feature options.
(Speaker)Activates Handsfree Mode/speakerphone (see page 55).
Activates features.
(Mute)Temporarily turns off your microphone during a call.
Mitel 5320e/5330e/5340e User Guide
8
ButtonAction
(Applications)Activates the Applications menu to perform the following options:
• Call History (see
• Use the conference unit (see
• Program the following settings in the Settings application:
o Change the language on the display (see
o Change the text size on the display (see page 24)
o Adjust the display brightness (see
o Use the screen saver (see
o Specify audio feedback options (see page 30)
o View phone information (see
• Customize your contact list (for the 5340e IP phone only, see
• Use cordless devices (see page 95)
You may have additional applications available for customized use. If so,
they will appear on the Applications menu on your phone.
(Special)Activates features while on a call. The (Special) button does not cancel
features. To cancel features, press the Star button (
(Redial)Calls the last external number dialed. You cannot redial internal numbers.
(Hold)Places the current call on hold and retrieves a call from hold.
Left/backspace when entering dialpad characters (see
(Transfer)Transfers the current call.
Right/forward when entering dialpad characters (see page 31).
(Message)Displays station messages.
Toggles between Alpha Mode and Numeric Mode when entering dialpad
characters.
page 27)
page 13)
page 23).
page 23)
page 25)
page 11)
page 29)
*).
page 31).
Dialpad Buttons
Use the dialpad buttons to dial phone numbers, enter feature codes, and to enter chara cte rs
when using features that require text input.
Programmable Buttons
The IP Phones have self-labeling, programmable buttons. The 5320e IP Phone has 11
programmable buttons. The 5330e IP Phone has 33 programmable buttons. The 5340e IP
Phone has 42 programmable buttons. Each phone has the following buttons that are
programmed by the system administrator and cannot be reprogrammed; however, you can
program the remaining buttons for quick access to features or sp eed -dial e ntrie s. See “ Using
Programmable Buttons” on page 24.
ButtonAction
Do-Not-DisturbTurns Do-Not-Disturb (DND) mode on or off.
OutgoingSelects an outgoing line for external calls.
Call 1Selects an outside line or answers a call.
Getting Started
9
ButtonAction
Call 2Selects an outside line or answers a call.
IntercomAnswers an intercom (internal) call.
ConferencePlaces a conference call.
Forward Forwards the call to the specified number.
Menu Buttons (5340e IP Phones only)
The 5340e IP Phone has eight dynamic menu buttons at the top of the Display that change
depending on the feature and menu currently disp layed. Y ou can use the menu buttons to view
and select feature options.
Navigation Page Buttons
The IP Phones have three Navigation Page icons located in the bottom right hand corner of
the display to navigate between the IP phone’ s three d isp lay pages. When a page icon in the
bottom right-hand corner of the Display blinks, it means that there is real-time activity on the
page where the number or feature is located.
If you navigate to the second or third pages, you must use the Navigation Page buttons to
return to the first page. You are not automatically returned to the first page after using features
or when the IP phone is idle. You can also press the (Home) button on the 5340e IP Phone
(only) to return to the first page.
External Speaker
The speaker provides audio for handsfree calls and background music. See “Using Handsfree
Mode” on page 55 for information about handsfree calls. See “Listening to Background Music”
on page 38 for more information about background music.
Mitel 5320e/5330e/5340e User Guide
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Phone Signals
The IP Phones have several audio and visual signals to indicate feature activity . The following
are a few helpful tips:
•Lit or blinking buttons indicate call or feature activity.
•All phone button lamps illuminate at the same time for a few seconds when the IP phone
is reset or powered on.
•The following actions may cause an error tone:
•Pressing an invalid button combination.
•Selecting a restricted feature.
•Dialing a restricted or invalid number.
•Dialing too slowly between digits.
•Waiting too long before performing the next step.
To correct an error tone, hang up and try again.
•Many features “time-out” if you wait too long be fore performing the next step. If this happens,
you must start over.
•“Off-hook” means the handset is lifted. “On-hook” means the handset is in the cradle.
•If your IP phone does not have a lamp under the speaker button, the lar ge message indicator
lamp on the top right of the IP phone indicates that the speakerphone is in use.
Comfort and Safety Tips
Observe the following comfort and safety tips when using the IP phone:
•Do not cradle the handset: Prolonged use of the handset can lead to neck, shoulder, or
back discomfort, especially if you cradle the handset between your neck and shoulder. If
you frequently use the IP phone, you might find a headset more comfortable. “Using a
Headset” on page 12.
•Adjust the viewing angle: The built-in stand tilt s to give you a be tter view of the button s.
See “Adjusting the Viewing Angle” on page 15.
•Protect your hearing: Because prolonged exposure to loud sounds can contribute to
hearing loss, keep the volume at a moderate level. You can adjust the volume levels of the
handset receiver or headset. See “Changing Volume Levels” on page 16.
Getting Started
11
Viewing the Phone Information
You can use the phone to view system or phone information.
To view system information:
1.Press (Applications).
2.Press Settings, and then press About 5320e/533 0e/5340e IP Phone. A screen similar to
the following appears.
3.Press Close to exit the Applications menu.
Mitel 5320e/5330e/5340e User Guide
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Using a Headset
When using a headset, press (Speaker) to connect to or disconnect from calls. The Headset
icon appears when the headset is in use. You cannot use the handset or speakerphone
when the IP phone is in Headset Mode. Disconnecting the headset automatically enables the
handset.
Note: The headset must be hearing aid compatible (HAC).
If your headset has a power-saver mode, make sure the system administrator has enabled the
S
“Headset Connect Tone” feature. If this is not enabled, you may miss the first few seconds of an
incoming call.
To connect and activate the headset:
1.Insert the headset jack into the Headset port located on the back of the IP phone.
2.Dial 317
To turn off Headset Mode and activate the handset and speakerphone:
Dial 317
(Headset on/off). HEADSET MODE ON appears.
Note: Because Headset Mode disables the handset and speakerphone, you must
turn off Headset Mode before you can use the handset or speakerphone.
(Headset on/off). HEADSET MODE OFF appears.
Getting Started
13
Using the 5310 IP Conference Unit
5310 IP Conference Unit
Your IP phone can use the 5310 IP Conference Unit (shown below) for full-du plex, advance d
IP conferencing. Use the Conference Controller touch screen to turn the Conference Unit on
or off, to adjust the volume or to put the Conference Unit into Pres entation mode. You can only
run one Conference Controller session at a time. If the 5310 Conference Unit is not connected
to your IP phone, the Conference Controller application is not available.
Installation instructions are included with the unit.
Mitel 5310 IP Conference Unit
For information about placing conference calls and adding parties to the conference, see
“Placing Conference Calls” on page 47.
Accessing/Exiting the Conference Controller Application
You must first access the Conference Controller application to use the Conference Unit.
To access the Conference Controller application:
1.Press (Applications).
2.Press Conference Unit.
To exit the Conference Controller application:
•Press Close in the Conference Controller application.
Turning the Conference Unit On and Off
The following instructions describe how to turn the Conference Unit on and off.
To turn the Conference Unit on and off:
Press Turn On or Turn Off in the Conference Controller application. If applicable, the icon
appears in the IP phone status line while the Conference Unit is on.
Note: T urning the 53 10 Conference Unit of f terminates the active call. To continue the
call either pick up the handset or press the Speaker button on the IP phone.
Mitel 5320e/5330e/5340e User Guide
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Adjusting the Conference Unit Volume
The following instructions describe how to adjust the Conference Unit volume.
To adjust the Conference Unit volume:
•Press Volume Up or Volume Down.
Muting the Conference Unit
You can mute the Conference Unit so that conversation or noise near the Conference Unit
cannot be heard by individuals being conferenced.
To mute the Conference Unit:
•Press Mute.
Placing the Conference Unit in Presentation Mode
Presentation Mode should be used when only one individual will be speaking into the
Conference Unit. If another individual near the unit wishes to speak, you should disable
Presentation Mode. Presentation Mode minimizes extraneous noise.
To enable/disable Presentation Mode:
•Toggle Presentation Mode on or off in the Conference Controller application.
Getting Started
15
Using the Line Interface Module (LIM)
Line Interface Module
Analog PSTN
Connection
Ethernet
Connection
The LIM is an optional device that adds an analog phone line capability to your IP phone. In
the event of a network failure, the IP phone can be configured to use the public switched
telephone network (PSTN) to provide continued basic telephony until service in restored. The
analog line can also be used for emergency calls and local calling.
You can use the LIM to:
•allow incoming and outgoing analog PSTN calls directly to and from the IP phone
•provide survivability (failover) in the event IP connectivity is lost
•provide emergency dialing support (emergency calls can be programmed to connect
through the analog PSTN connection)
If you have a LIM connected to your IP pho ne, all programming of the LIM, except the Analog
button (key), is done by the Installer when your IP phone is installed. To program the Analog
button, see “Using Programmable Buttons” on page 24.
The LIM operates in one of the following two modes, as determined by your System
Administrator:
•LIM Mode: You can use the LIM line at any time.
•Failover Mode: You can use the LIM line only when the IP connection has failed.
Note: Handsfree and on-hook dialing are not supp or te d on the LIM line.
For information on emergency number dialing using the LIM, see “Placing Emergency Calls
using the LIM Line” on page 33.
Mitel 5320e/5330e/5340e User Guide
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Making and Answering Calls Using the Analog Button
To make a call using the Analog line:
1.Lift the handset.
2.Press the button you programmed as Analog Line. ANALOG CALL appears.
3.Dial the number.
Note: When you ma ke an external call over the analog line, a prefix dialing numb er is
not required. If your IP phone’s Analog Line button has the Privacy option enabled,
you cannot access the analog line when another phone is using the analog line (button
is solid orange).To access the analog line, the user of the other phone must first hang
up. To determine whether the Privacy option is enabled, contact your System
Administrator.
To answer a Call using the analog line:
1.Lift the handset.
2.Press the Analog Line button that is highlighted.
To answer a waiting call on the analog line:
Note: If you have subscribed to an analog call waiting service, you may use the
hookswitch or press the S tar b utton (
on an analog call and a waiting analog call arrives, you hear a beep. This feature may
not be supported in all regions.
*) to answer a waiting analog call. When you are
To answer a waiting analog call or return to the original analog call:
1.Do one of the following:
•Press and release the hookswitch.
•Press the Star button (
2.Press the button you have programmed as Analog Line.
To put a current call on hold to answer an incoming analog call:
•Press the highlighted Analog Line button.
To switch between the current call and the held call when one of the calls is using the
analog line, do one of the follow in g :
•If your current call is using the analog line, press the flashing Line button of the held call.
The analog call is automatically put on hold.
•If your current call is using an IP line, press the highlighted Analog Line button. The IP line
is automatically put on hold.
To end a current call when an incoming analog call arrives:
•Press the St ar butto n (
call ends and you are connected to the caller on the analog line.
*) to cancel.
*) and then press the highlighted Analog Line button. The current
Getting Started
17
To end the current analog call when an incoming call arrives:
•Press the St ar button (
the new caller.
*) to cancel. The current analog call ends and you are connected to
Making and Answering Calls Using the Failover Mode
To make a call using the analog line during an IP connection failure:
1.Lift the handset. IP FAIL: ANALOG CALL appears.
2.Dial the number.
To answer a call using the analog line during an IP connection failure:
•Lift the handset. The call is answered. IP FAIL: ANALOG CALL appears.
Mitel 5320e/5330e/5340e User Guide
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CHAPTER 2
PERSONALIZING YOUR PHONE
Mitel 5320e/5330e/5340e User Guide
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Personalizing Your Phone
21
Overview
Press tabs on both sides
to release and detach unit.
This chapter describes features you can use to personalize your IP phone.
Adjusting the Viewing Angle
You can tilt the IP phone stand for a better view of the buttons and display.
To adjust the viewing angle:
1.Turn the IP phone so it faces away from you.
2.Hold the base firmly , and then press the tabs on the sides of the stand to rele ase and detach
the base unit.
3.Hinge the hooks on the base unit into the notches on the back of the IP phone, and then
snap into place as follows:
•For a high-angle mount, hinge the two lower hooks into the bottom set of notches, and
then snap the two upper hooks into the middle set of notches.
•For a low-angle mount, hinge the two lower hooks into the middle set of notches, and
then snap the two upper hooks into the top set of notches.
Mitel 5320e/5330e/5340e User Guide
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Changing Volume Levels
You can change the following volume levels:
•Ringer (alerting tone)
•Handset
•Headset
•Background music
•External speaker
Note: Turning the external speaker volume down to the lowest levels may prevent you
from hearing the feature “warning tones” that notify you wh en errors occur (for example,
when you enter an incorrect feature code).
Y ou must be using the fe ature to change the volume level. For example, if you want to chang e
the handset volume level, you must be using the handset. However, you can adjust the ringer
(alerting tone) volume level when the IP phone is idle.
To change a volume level:
While using the feature, press (Up) to increase the volume, or press (Down) to decrease
the volume. The volume level is automatically saved.
Changing the Ring Tone
You can select one of nine different ring tones.
To change the ring tone:
1.With the handset on-hook, dial 398.
2.Do one of the following to listen to (or turn off) ring tones:
•Press 0 or the RINGER OFF menu button (5340e IP Phones only) to turn the ringer of f.
•Press (Up) or (Down) or 1 to 9 to listen to ring tones.
•Press the PREVIOUS or NEXT menu button (5340e IP Phones only) to listen to and
select a ring tone.
3.Press (Speaker), #, the ACCEPT menu button (5340e IP Phones only), or lift and
replace the handset to select the ring tone.
Personalizing Your Phone
23
Adjusting the Display Contrast and Brightness
Y ou can adjust the display Co ntrast and Brightness levels. (Brightness adju stment is available
on models with backlit displays only. )
Note: By default, the IP p hone display dims to 20 perce nt of the maximum brightne ss
level after 5 minutes of inactivity (no button presses or audio, including background
music). If the brightness is set at the lowest level, you may not notice when the display
dims.
To adjust the Contrast or Brightness levels:
1.Press (Applications).
2.Press Settings, and then press Brightness and Contrast.
3.Press (Contrast or Brightness) + or – to find the level you want to use.
4.Press # or Save to save the setting, and then press Close to exit the Applications menu.
Changing the Language
You can change the language in which phone prompts and applications appear. Supported
languages are American English, British English, Canadian French, and Mexican Spanish.
The system can support up to four languages at one time. The language choices appear ing on
your display are controlled by system programming.
To change the display/prompt language:
1.Press (Applications).
2.Press Settings, and then press Languages.
3.Press the language that you want to use.
Note: If your system administrator changes the language after the IP phone is
already online, the new language option will not be displayed until the IP phone is
restarted.
4.Press Save to save the setting, and then press Close to exit the Applications menu.
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Changing the Text Size on the Display
Y ou can control the size of the text that appears on the disp lay for programmable buttons. This
enhancement does not apply to the text size that appears on th e display for the me nu buttons.
Text size options include:
•Large text: Provides one line of basic information for the features and functions programmed for the button. Large text is enabled by default.
•Small text: Provides a first line of basic information and a second line of supplemental
information for the features and functions programmed for the button.
The table below includes several examples for the large text and small text displa y options.
Programmable
Button
Station Speed Dial
System Speed Dial
Programmable Key
Module (PKM)
Programmable
Feature
Intercom Call (IC)
Large Text
Example
Monica SMonica S
Chandler TSChandler TS
Jessica AJessica A
DNDDND
ICIC
Small Text
Example
25598
4809619000
28899
(372)
Charlie B
To change the text size on a display:
1.Press (Applications).
2.Press Settings, and then press Text Size.
3.Press Large Text or Small Text.
Second line provides...
The station speed-dial number
programmed for the button.
The system speed-dial number
programmed for the button.
The extension number programmed for
the user.
The feature code that corresponds to the
feature programmed for the button.
The name or number for the other party
on the internal call.
4.Press Save, and then press Close to exit the Applications menu.
Personalizing Your Phone
25
Using the Screen Saver
The IP Phones include an embedded screen saver that you can configure for your display.
By default the screen saver image is disabled. When yo ur IP phone enters screen saver mode,
only the IP phone’s backlight dims. All 5340e and ne wer 5330e IP Phones have a backlit display .
5320e IP Phones do not have a backlit display.
You can enable the screen save r image and when your IP phone enters screen saver mode,
the IP phone’s backlight dims and the embed ded screen saver image, similar to the one be low,
appears on your display. The images are not changeable.
Note: The screen saver image is the same image you see when you press
(Applications) and select the About 5330e/5340e IP Phone menu option.
To configure the screen saver on your IP Phone:
1.Press (Applications).
2.Press Settings, and then press Screen Saver. The Screen Saver menu appea rs.
Mitel 5320e/5330e/5340e User Guide
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3.Configure your screen saver options:
a.Select one of the following screen saver timeout options:
•15 minutes
•10 minutes
•5 minutes
•1 minute
b. If desired, enable the Display Image option:
•If you enable the Display Image option, the screen saver image appears and your
backlight dims when your IP phone enters screen saver mode, as specified by the
screen saver timeout setting.
•If you disable the Display Imageoption, only your backlight dims (if your IP phone
has a backlight) when your IP phone enters screen saver mode, as specified by the
screen saver timeout setting. This is the default setting.
c.Configure brightness options if your IP phone has a backlight.
Options include:
•Brightness+: Increases the brightness of the display when your IP phone is in
screen saver mode.
•Brightness-: Decreases the brightness of the display when your IP phone is in
screen saver mode.
•Show Brightness: Shows the brightness level of the display when your IP phone
is in screen saver mode. The display returns to normal after approximately two
seconds.
4.Press Save.
5.Press Close to exit the Applications menu.
To wake your IP phone from screen saver mode:
•Lift the handset or press any button to wake the IP phone.
Personalizing Your Phone
27
Viewing Call History
You can use the Call History application to display a list of the calls that you have missed,
made, and answered. The list shows your most recent 50 calls. After the 5 0-call limit has been
reached, the oldest call record is replaced each time a new call is missed, made, or answered.
From this application, you can:
•display calls by type
•display call information (if available) for each call
•return missed calls by pressing a button
•delete or modify digits before saving or dialing a call
•delete calls
Viewing Call History
You can use the Call History application to filter the call records and display information on
each call in the list.
To view your call history:
1.From the idle display, press (Applications), and then press Call History.
2.Press:
•Missed to view your missed calls (if any).
•All to view a list of all call records.
•Answered to view your incoming calls.
•Made to view your outgoing calls.
3.Use the navigation buttons at the bottom of the display to move to the previous, first, or
next page of call records. The total numb er of calls in the current list is shown in the bottom
left corner of the display. The bottom right corner shows the range of calls (for example 1
-7) that are currently displayed.
4.Press the button to the right of the call record to call the contact (5340e IP Phone on ly), or
press the button to the left of the call record to display the call details:
•Name and number (if available )
•Call type (for example, Missed)
•Time and date of call
5.Do one of the following:
•If necessary, use the keyp ad, Delete Digit, and Backspace keys to modify the number .
Press Dial to call the number, or press To People to save the contact details to the
People application (5340e IP Phone only).
•Press or at the bottom of the set to display details for another call.
•Press Close to return to the previous list.
Mitel 5320e/5330e/5340e User Guide
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Deleting Call Records
You can delete individual call records or all calls of a certain type.
To delete an individual call record:
1.From the idle display, press (Applications), and then press Call History.
2.Press the button to the left of the call to display the call details
3.Press Delete Log Entry.
To delete all calls by type:
1.From the idle display, press (Applications), and then press Call History.
2.Press:
•Missed to view your missed calls (if any).
•All to view all calls.
•Answered to view your incoming calls.
•Made to view your outgoing calls.
3.Press Delete List to delete all calls from the currently displayed list.
4.You are prompted to confirm the delete. Press Delete.
Reviewing Call Record Icons
The Help application available on certain 53xx IP phones has an Icons section that explains
the meaning of the various call record icons.
To view the help about the call record icons:
1.From the idle display, press (Applications), press Help, and then press Key Icons.
2.Press or to navigate to the list of Call History icons. Note that “New”
call records are any records that have been generated since the last time you accessed
the Call History application.
Personalizing Your Phone
29
Cutomizing Your Contact List
You can use the People application on the 5340e IP Phone to add, delete, and edit contact
names and numbers. Y ou can also dial anyone on your contact list from the People application.
The People window displays up to eight conta cts per page, ordered alphabetically by last name.
The People application is not supported on the 5320e and 5330e IP Phones.
Adding Names to Your Contact List
You can add a name to your contact list by entering it directly using the Peop le applica tion or
by copying a number using the To People from the Call History application.
To add a name to your contact list using the People application on your 5340e IP Phone:
1.From the idle display, press (Applications), and then press People.
2.Press New.
3.Enter the number . If an outgoing prefix is required to access an external line, you may need
to add the digit(s).
4.Press Save.
5.Press the appropriate letters to spell the name of your contact.
6.Press Save.
7.Press Close.
Editing Your Contact List
If necessary , you can edit existing names and/or numbers in your People application contact list.
To edit contact information using the People application on your 5340e IP Phone:
1.From the idle display, press (Applications), and then press People.
2.Press the name you wish to edit. (If you wish to delete the name from your contact list, press Delete.)
3.Press Edit Name.
4.Using the on-screen keyboard, update the appropriate information.
5.Press Save.
6.Press Edit Number.
7.Using the on-screen keyboard, update the appropriate information.
8.Press Save.
9.Press Close.
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Dialing from Your Contact List
You can dial a phone number associated with a contact name in your People application list.
To dial a contact from your People application list on your 5340e IP Phone:
1.From the idle display, press (Applications), and then press People.
2.Use the navigation buttons to page through the contact list and select the desired name.
3.Dial the contact name using one of the following methods:
•Select a contact name and press Dial.
•Press the button to the right of the contact’s dial icon in the main list. (The contact name
does not need to be selected.)
4.Continue the call using the speakerphone, or lift the handset for privacy.
Specifying Audio Feedback Options
The Audio Feedback setting allows you to adjust the volume of the audio feedback a s well as
the error beeps, and enable or disable the setting.
The error beep volume in the phone is related to the volume of the speaker. You can set the
beep volume using this procedure; however, adjusting the speaker volume also af fects the
beep volume.
To adjust the volume of the audio feedback:
1.Press (Applications).
2.Press Settings, and then press Audio Feedback.
3.Set the audio feedback options for the button beep and error beep.
•To turn audio feedback on or off, press or .
•To adjust the volume level, press or .
•To play the beep, press Play button beep or Play error beep.
4.Press Save.
5.Press Close to exit the Applications menu.
Personalizing Your Phone
31
Using the Dialpad Buttons to Enter Characters
You can use the dialpad buttons to enter text o r numbers fo r features such as Do-Not-Disturb
(see page 83) and Station Speed Dial (see page 48).
The following are guidelines when entering dialpad characters:
•Press (Message) to switch from Alpha Mode to Numeric Mode. The (Message)
button stays lit in Alpha Mode and is off in Numeric Mode.
•Press
(Hold) to move the cursor to the left and delete characters.
•Press (Transfer) to move the cursor to the right.
•In Numeric Mode, press # for a hyphen (-).
•In Numeric Mode, press
* for a colon (:).
•Press #, (Speaker), or lift and replace the handset to save entries.
To use the dialpad to enter characters:
Press the dialpad buttons as shown in the following table.
Dialpad Characters — American English and British Engl ish
Number of Times Dialpad Button is Pressed
Button 123456789101112131415
1
2
3
4
5
6
7
8
9
0
:-/,.;()&+*!?#1
ABC2abc
DEF3def
GHI4ghi
JKL5j k l
MNO6mno
PQRS7pqrs
TUV8 t uv
WXYZ9wxyz
0
For example, to enter May 31, you could use the following sequence:
1.In Alpha Mode ( [Message] button is lit), press 6 once to enter an “M.”
2.Press 2 five times to enter an “a.”
3.Press 9 eight times to enter a “y.”
4.Press (Transfer) to enter a space.
5.Press (Message) to switch to Numeric Mode.
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6.Press 3.
7.Press 1.
8.Press (Speaker), #, or lift the handset to save the entry.
The following tables show the dialpad ch aracters for the Canadian French and Mexican Sp anish
languages.
Dialpad Characters — Canadian French
Number of Times Dialpad Button is Pressed
Button 123456789101112131415
1
2
3
4
5
6
7
8
9
0
:-/,.;()&+*!?#1
ABC2AbcАВЖЗавжз
DEF3De fИЙКЛийкл
GH I 4Gh i О П о п
JKL5Jk l
MNO6Mn oÔŒóœ
PQRS7pq r s
TUV8Tu vЩЫЬщыЬ
WXYZ9wxyzŸŸ
«»0
Dialpad Characters — Mexican Spanish
Number of Times Dialpad Button is Pressed
Button 123456789101112131415
1
2
3
4
5
6
7
8
9
0
:-/,.;()&+*!?#1
ABC2AbcÁÁ
DEF3De fÉé
GH I 4Gh i Í Í
JKL5Jk l
MNO6Mn oÑÓñ ó
PQRS7pq r s
TUV8TuvÚÜúü
WXYZ9wxyz
¡¿ªº0
Personalizing Your Phone
33
Using Programmable Buttons
For quick access, you can assign feature codes, extensions, speed-dial numbers, trunks, or
other resources to your programmable buttons. The new button assignments are self labeled,
which means the button labels automatically appear on the Display when the buttons are
programmed. You can then press the programmed buttons to activate features or place calls.
See “Default Access Codes” and “Default Feature Codes” on page 34 for code lists. Y ou cannot
reprogram the default button assignments. See “Programmable Buttons” on page 8.
To program a button:
1.With the handset on-hook, dial 397.
2.Press the button that you want to program. If the button is:
•not programmed, UNDEFINED KEY appears.
•programmed, the feature or extension programmed for the button appears.
•not programmable , NON-PROGRAMMABLE KEY appears.
3.Enter the feature code, extension number, station speed-dial number, or system speeddial number to be assigned to the button. To assign speed-dial numbers to programmable
buttons, see “Assigning Speed-Dial Numbers to Programmable Buttons” on page 49.
Note: Before or after assigning the speed-dial number to a programmable button,
make sure the speed-dial number has either a S tation S peed Dial bin or System Speed
Dial location assigned to it. For System Speed Dial numbers, numbers are preassigned to the System Speed Dial locations (000 to 999) by your system administrator .
Therefore, you just need to choose a System S peed Dial lo cation that you want to use
(see “Using System Speed Dial” on page 48 for details). For Station Speed Dial
numbers, you must manually store numbers in the Station Speed Dial bins (0 to 9).
See “Using Station Speed Dial” on page 48.
After you program a button, you can:
•Press the button to place a call to the assigned extension.
•Press the button and then hang up to transfer a call to the assigned extension. If the call
is transferred to voice mail you hear repeating double tones.
•Visually monitor the call activity of the assigned extension if the button you assign has a
lamp.
The following table describes the lamp signals and the indicated call activity for a PKM button
(station speed-dials do not show status).
Lamp SignalsDescription
Continuously LitThe extension is busy or off-hook.
Slowly flashingThe extension is in Do-Not-Disturb (DND).
Quickly flashingThe extension has a call ringing in.
Continuously flashingThe extension is causing a “Station Off-Hook” system alarm.
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Default Access Codes
The following are default system access codes. If your system uses dif ferent codes, record the
codes in the “New Code” column for reference.
Outside Line Access Codes
Code Type CodeNew Code
Emergency Call
Outgoing Call (Default)
Select Line Group 1 to 208
Automatic Route Selection
911 (999/112 Europe)
8
92001 to 92208
92000
Extension Numbers
Code TypeCodeNew Code
Attendant
Phone Extensions
Hunt Groups
0
1000 to 1999
2000 to 2299
Default Feature Codes
The following table lists defa ult feature codes. If your system administr ator changes any of the
default codes, you can record the new codes in the “New Code” column for reference.
Note: Most of the following feature codes work when your IP phone is idle. However ,
if you are on an active call or if the IP phone is off-hook, you may need to press
(Special) before you enter the feature code to activate the feature.
To delete the characters entered:
•Press (Hold) to move the cursor to the left and delete the characters entered.
System Forward – Off
System Forward – On
System Forward – On/Off
System Speed Dial
Switch Keymap
Transfer To Hold
Transfer To Ring
View Programmable Button Assignments
59353
59352
59354
48381
39399
57346
57345
38396
(Sheet 4 of 4)
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Listening to Background Music
If your system is equipped with a music source, you can listen to background music or system
audio (for example, organizational conference calls) through the external speaker.
To turn on or turn off background music:
•Dial
313 (on/off). BACKGROUND MUSIC ON (or OFF) appears.
Viewing Button Assignments
You can view programmable button (key) feature assignments.
To view button assignments:
1.With the handset on-hook, dial 396. PRESS THE KEY TO REVIEW appears.
2.Press any of the feature buttons to display the assignment.
3.Press # or (Speaker) to exit.
Resetting Programmable Buttons
You can reset all buttons (keys) that you have programmed to the default assignments.
Resetting the programmable button s do es not re se t bu tto n as sig nm e nts progr ammed by the
system administrator.
To reset the feature buttons to the default values:
With the handset on-hook, dial 395. FEAT URE KEYS DEFAULTED appears.
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Resetting the IP Phone to the Default Settings
Resetting the IP phone to the default settings does the following:
•Returns all volume settings to the default levels. See “Changing Volume Levels” on page 22.
•Cancels Background Music. See “Listening to Background Music” on page 38.
•Cancels Callback (queue) requests. See “Requesting a Callback (Queuing the Phone)” on
page 46.
•Restores Handsfree Mode. “Using Handsfree Mode” on page 55.
•Cancels Manual Call Forwarding. See “Manual Call Forwarding” on page 58.
•Cancels System Forwarding. See “System Forwarding” on page 59.
•Cancels Do-Not-Disturb (DND). See “Using Do-Not-Disturb (DND)” on page 83.
•Restores Page settings. See “Paging Other System Users” on page 85.
•Resets hunt group calls. See “Hunt Groups” on page 87.
To reset your IP phone to the default settings:
•Dial 394. STATION DEFAULTED appears.
Switching Keymaps
Keymaps are the default button assignments on your IP phone . Y our system administrator may
have programmed an alternate keymap, allowing you to switch betwee n keymap assignments.
Contact your system administrator for more information.
To switch between keymaps when your IP phone is idle:
With the handset on-hook, dial 399. The display shows either ALTERNATE (or) STANDARD
KEYMAP IS ACTIVE.
To switch between keymaps during a call:
•Press
(Special), and then dial 399.
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Activating Door Relay
If the Activate Door Relay feature is enabled, you can unlock a door (i.e., “buzz” it open) through
your IP phone.
You can enter the Activate Door Relay featur e code while idle or while on a call. This allows
you to activate the feature while talking to a communications device mounted at th e door without
first having to hang up. When activated while on a call, the feature will not affect the call in
progress other than to show a short confirmation on the display.
You can add the Activate Door Relay feature to a phone keymap button, just like any other
station feature.
To unlock a door:
While idle or while on a call, dial 332. The door is unlocked.
CHAPTER 3
ANSWERING AND PLACING CALLS
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Answering and Placing Calls
43
Overview
The following instructions describe how to answer and place internal and external calls and
how to use related features.
Note: By default, internal (intercom) calls are assigned to the IC button, and external
calls are assigned to the Call Key buttons.
Answering Calls
Your IP phone may be preset to automatically answer incoming internal calls in Handsfree
Mode. To disable Handsfree Mode, see “Using Handsfree Mode” on page 55. After disabling
Handsfree Mode, you can use your handset or headset to answer incoming calls.
To answer a call:
•Lift the handset, or press
a call in Handsfree Mode. See “Using Handsfree Mode” on page 55.
If you are currently on a call, press the flashing IC or Call Key button to answer a waiting
call. See “Answering Waiting Calls” below.
Answering Waiting Calls
If you receive a call while you are on another call, you hear a “call waiting” ton e, the IC or Call
button flashes, and the display shows the Caller ID inform atio n (if ava ilab le) .
To answer a waiting call:
•Press the flashing IC or Call Key button. This action hangs up on the connected call and
connects you to the waiting call. You can also place the first call on hold before you answer
the waiting call. See “Placing Calls On Hold” on page 56.
Using Automatic Call Access
Automatic Call Access connects you to incoming internal or external calls when you pick up
the handset or press
the flashing IC or Call Key button to answer incoming calls.
(S peaker). When Au tomatic Call Access is turned off, you must press
(S peaker) to answer a call while using a headset, or to answe r
To use Automatic Call Access for incoming IC calls:
With the handset on-hook, dial 361 to turn on (or off). AUTO IC ACCESS ON (or OFF) appears.
To use Automatic Call Access for incoming external (trunk) calls:
With the handset on-hook, dial 360 to turn on (or off). AUTO TRNK ACCESS ON (or OFF)
appears.
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Redirecting Calls
Y ou can re direct calls to another extension or ex ternal number. If you have a 5340e IP Phone,
you can use the menu buttons to redirect calls to the following destinations:
•SEND TO V -MAIL: Sends the call directly to your voice mailbox. Y ou must have a mailbox
to use this destination.
•IC CALL TO DND: Places your IP phone in DND Mode and blocks the call. See “Using DoNot-Disturb (DND)” on page 83.
•SEND TO DEST: Redirects the call to the extension or phone number entered.
To redirect calls:
While a call is ringing, dial 331 or press the menu button as described above (5340e IP Phones
only).
Do one of the following:
•Dial the extension number , or press the Outgoing button or the Outgoing Call access code
(the default code is 8), and then dial the external number.
•Enter the DND code.
Using Automatic Trunk Answer
Y ou can use Automatic Trunk Answer to answer incoming external calls for other internal parties
who are members of an “Answer Access” list. Your system administrator creates Answer Access
lists. Contact your system administrator for Answer Access list extensions.
Automatic Trunk Answer answers calls in the order they are received (that is, the first call
received by any extension in the Answer Access list is the first on e an swered).
To use Automatic Trunk Answer:
1.While an incoming external call is ringing at another Answe r Access list extension, lif t the
handset or press (Speaker).
2.Dial 350 or press the flashing Trunk <number> button.
1
1. This feature may or may not be enabled for your system.
Answering and Placing Calls
45
Placing Calls
The following instructions describe how to place calls and related features.
Placing Emergency Calls
WARNING:CONTACT YOUR SYSTEM ADMINISTRATOR AND YOUR LOCAL
MITEL PROVIDER FOR IMPORTANT INFORMATION ABOUT DIALING
EMERGENCY SERVICES BEFORE USING YOUR IP PHONE.
When dialing an emergency number (911 U.S. or 999/112 Europe), you do not have to press
the Outgoing button or enter the Outgoing Call access code (8 is the default code). The system
automatically places emergency calls immediately after you dial the number , even if you do not
select an outside line.
Placing Emergency Calls using the LIM Line
Emergency Number dialing should only be performed by picking up the han dset and selecting
the Analog Line key you have programmed. If Privacy Mode is enabled and the Analog Line
key local line is busy, dialing will not occur on the LIM line. Emergency dialing using an IP
connection may not be supported due to system configuration and country location. For more
information, contact your System Administrator. For details about LIM, see “Using the Line
Interface Module (LIM)” on page 15.
To make an Emergency Call using the Line Interface Module line:
1.Lift the handset.
2.Press the Analog Line key that you have programmed. ANALOG CALL appears.
3.Dial your local emergency number.
To make an Emergency Call using the Line Interface Module line, when the IP
connection has failed:
1.Lift the handset.
2.Press the Analog Line key that you have programmed. IP F AIL: ANALOG CALL appears.
3.Dial your local emergency number.
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Placing Internal Calls
Internal calls are calls placed to other extensions in the system. Interna l calls are a ssigned to
the Intercom (IC) button on your IP phone. Contact your system administrator for a list of
extension numbers.
To place an internal call:
With or without the handset lifted, dial the extension number. If you enter incorrect digits, you
can press (Hold) to move the cursor backward, deleting the last digits entered.
If you are using Handsfree Mode, speak after you hear a double tone.
If there is no answer or if the extension is busy, you can do the following:
•Request a callback (queue). See “Requesting a Callback (Queuing the Phone)” below.
•Camp-on to the busy extension. See “Using Camp-on” below.
•Leave a message. See “Leaving Messages at Other Extensions” on page 81.
Requesting a Callback (Queuing the Phone)
When you request a callback (queue the phone), the system calls you when the extension is
available and places a call to the IP phone.
To request a callback:
If there is no answer or if the extension is busy , press (S pecial) followed by 6 or the QUEUE
menu button (5340e IP Phones only), and then hang up. QUEUE REGISTERED FOR <name>
appears. When the extension becomes available, your extension rings.
To cancel the callback request:
•Press 6 or the CANCEL QUEUE menu button (5340e IP Phones only). QUEUE REQUEST
CANCELED appears.
Using Camp-on
Camp-on keeps you connected to the called extension until it becomes available. You cannot
use Camp-on if the called extension is in DND, or if the call is forwarded to voice mail. See
“Using Do-Not-Disturb (DND)” on page 83.
To use Camp-on:
Stay on the line and wait for the extension to become available. Do not hang up. If Camp-on
is enabled, you hear Music-on-Hold while you are waiting.
Answering and Placing Calls
47
Placing External Calls
The following sections describe features used when placing external calls.
To place an external call:
1.Press the Outgoing button, an unlit Call Key button, or enter the Outgoing Call access code (8 is the default code).
2.Dial the number.
Note: If you cannot place an external call because all outgoing lines are busy, you can
request a callback, which prompts the system to contact you when a line becomes
S
available. See “Requesting a Callback (Queuing the Phone)” on page 46.
If you are prompted for an account code (ind icate d by a single b eep ), you mu st enter
an account code before you can place your call. See “Using Account Codes” on
page 52.
Depending on system configuration, you may also be able to use one of the following methods
to select an outgoing line:
•Enter the Select Line Group feature code. The default codes are 92001 to 92208.
•Enter the Automatic Route Selection (ARS) feature code. The default code is 92000.
Contact your system administrator for more information about using Select Lin e Group or ARS
access codes.
Redialing a Number
You can quickly redial the last external number dialed. You cannot redial extension numbers.
To use Redial:
With or without the handset lifted, press (Redial). The system automatically selects a line
and dials the number.
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Using Speed Dial
You can use speed dial to quickly dial stored phone numbers. Speed-dial numbers are either
stored in the system (System Speed Dial), or in your IP phone (Station Speed Dial).
Using System Speed Dial
Your system administrator assigns System Speed Dial location numbers, which are available
to anyone in the system. Contact your system administrator for more information.
•Press (Up) or (Down) to scroll through the speed-dial locations.
•Enter the speed-dial location (000 to 999).
3.Press # or the ACCEPT menu button (5340e IP Phones only) to dial the number.
Using Station Speed Dial
You can use Station Speed Dial to store phone numbe rs for your pe rson al use . Othe r system
users do not have access to your Station Speed-Dial numbers.
Storing Station Speed-Dial Numbers
You can store up to 10 Station Speed-Dial numbers.
To store a Station Speed-Dial number:
1.With the handset on-hook, dial 383. PROGRAM STN SPD (0-9) OR SCROLL appears.
2.Do one of the following:
•Press
•Enter the speed-dial bin (0 to 9).
Press # or the ACCEPT menu button (5340e IP Phones only) to select the bin.
3.Enter the name of the speed-dial contact (up to 10 characters). For dialpad character
descriptions, see “Using the Dialpad Buttons to Enter Characters” on page31.
4.Press # or the ACCEPT menu button (5340e IP Phones only) to save the name.
5.Enter the extension number or external number. If you are storing an external number,
enter the Outgoing Call access code (default code is 8) before you enter the number. Do
not use hyphens or colons in stored speed-dial numbers.
(Up) or (Down) to scroll through the speed-dial bins.
6.Press # or the ACCEPT menu button (5340e IP Phones only) to save the bin. STN SPD
BIN # <number> UPDATED appears.
Answering and Placing Calls
49
Dialing Station Speed-Dial Numbers
To dial a Station Speed-Dial number:
Do one of the following:
•Dial 382, and then enter the Station Speed Dial bin (0 to 9). The system dials the number.
•Press (Up) or (Down) to scroll through the speed-dial bins, and then press # to
select the bin and dial the number.
Note: You can also program buttons to dial Station Speed-Dial numbers. See
“Assigning Speed-Dial Numbers to Programmable Buttons” on page 49.
Deleting Station Speed-Dial Entries
To delete a Station Speed-Dial entry:
1.With the handset on-hook, dial 383. PROGRAM STN SPD (0-9) OR SCROLL appears.
2.Do one of the following:
•Press (Up) or (Down) to scroll through the speed-dial bins.
•Enter the speed-dial bin (0 to 9).
3.Press # or the ACCEPT menu button (5340e IP Phones only) to select the bin.
4.Press (Hold) repeatedly until the name is erased, and then press # or the ACCEPT
menu button (5340e IP Phones only) to continue.
5.Press (Hold) rep eatedly until the number is erased, and then press # or the ACCEPT
menu button (5340e IP Phones only). STN SPD BIN # <number> UPDATED appears.
Assigning Speed-Dial Numbers to Programmable Buttons
You can assign Station or System Speed-Dial numbers to your programmable buttons.
Note: Before or after assigning the speed-dial number to a programmable button, make
sure the speed-dial number has either a Station Speed Dial bin or System Speed Dial
location assigned to it. For System Spee d Dial numbers, numbers are pre-assigned to
the System Speed Dial locations (000 to 999) by your system administrator . Therefore,
you just need to choose a System S peed Dial location that you want to use (see “Using
System Speed Di al” on page 48 for details). For Station S peed Dial numbers, you must
manually store numbers in the Station Speed Dial bins (0 to 9). See “Storing Station
Speed-Dial Numbers” on page 48.
To program a Station Speed-Dial button:
1.With the handset on-hook, dial 397. PRESS THE BUTTON TO PROGRAM appears.
2.Press the feature button that you want to program as a speed-dial button.
3.Dial 382.
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4.Do one of the following:
•Press (Up) or (Down) to scroll through the speed-dial bin.
•Enter the speed-dial bin (0 to 9), or select the menu button designation from th e display
(5340e IP Phones only).
To program a System Speed-Dial button:
1.With the handset on-hook, dial 397. PRESS THE BUTTON TO PROGRAM appears.
2.Press the feature button that you want to program as a speed-dial button.
3.Dial 381.
4.Do one of the following:
•Press (Up) or (Down) to scroll through the speed-dial location.
•Enter the speed-dial location (000 to 999), or select the menu button designatio n from
the display (5340e IP Phones only).
Answering and Placing Calls
51
Using the Directory
You can use the Directory to find internal or external contacts or find and activate system
features. The directory uses Intelligent Directory Search (IDS), which is similar to the “text on
9 keys” (T9) predictive search feature used for mobile p hones. The Directory has the following
three subdirectories:
•Intercom: Find and dial internal numbers.
•Outside: Find and dial external numbers listed in the company directory.
•Feature: Find and activate system features.
When searching the directory, dialpad buttons can represent several characters, as shown in
the following table. As you enter characters, the entries that best match the characters entered
appear. The system connects the character sequence to possible directory matches. For
example, to find the name “Jones,” dial 56637.
ButtonCharacters Represented
00
11
22 A B C a b c Ç â ä à å ç Ä Å á
33 D E F d e f é ê ë è É
44 G H I g h i ï î ì í
55 J K L j k l
66 M N O m n o ô ö ò Ö ó ñ Ñ
77 Q P R S q p r s
88 T U V t u v ü û ù Ü ú
99 W X Y Z w x y z ÿ
(Up)Scroll to next entry
(Down)Scroll to previous entry
*Cancel search
#Activate selection
(Hold)Move the cursor to the left, deleting existing characters
See page 51 for detailed instructions on using the directory.
To search for a directory name or feature:
1.Dial 307, and then press one of the following:
•1 for the IC directory.
•2 for the Outside directory.
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•3 for the Feature directory.
•The Directory menu butt on (IC, OUTSIDE, or FEATURE—5340e IP Phones only).
2.Press the dialpad buttons to enter (up to 20) characters. See the table on page 51 for
dialpad button character descriptions.
3.Press
Phones only) to scroll through the entries.
4.Press #
shows the entry to dial a number or activate a feature code.
(Up) or (Down)or the >> (Next) or << (Previous) menu buttons (5340e IP
Note: The IC directory may display two similar entries, one without an asterisk and
one with an asterisk. The entry without an asterisk is the primary extension. The
entry with an asterisk is a secondary extension.
(or the menu button next to the entry [5340e IP Phones only]) while the display
Using Account Codes
Account codes record information for phone record reports. You may be required to enter
account codes when placing calls. Contact your system administrator for more information
about using account codes.
There are three types of account codes:
•Standard account codes: Automatically entered into the phone record report whenever
you place a call.
•Forced account codes: Entered before you can place an outside call.
•Optional account codes: Entered at any time during a call.
To enter an optional account code:
1.While off-hook, press (Sp ecial), and then dial 390.
2.Enter the optional account code, and then press #.
To set an account code for all calls placed from your IP phone:
Dial 391 followed by the account code, and then press #. ACCOUNT CODE ACCEPTED appears. This
code is used for all calls made from your IP phone until it is disabled.
To disable the code:
Dial 391, and then press #. ACCOUNT CODE CLEARED appears.
CHAPTER 4
CALL FEATURES
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Call Features
55
Overview
The following sections describe call-related features.
Using Handsfree Mode
You can use Handsfree Mode to activate the speakerphone.
Note: The Ring Intercom Always feature prevents calls from being answered in
Handsfree Mode (see the following section).
S
Y ou cannot use Handsfre e Mode if you are using a headset, or if you have mor e than
one phone assigned to an extension number.
To use Handsfree Mode:
With the handset on-hook, dial 319. HANDSFREE MODE ON appears. Dial 319 again to turn
Handsfree Mode off.
Using Ring Intercom Always
If another extension has Handsfree Mode ena bled for incoming internal calls (see the previous
section), you can use Ring Intercom Always to override Handsfree Mode on the extension,
requiring the called party to pick up the handset to answer your call.
To override Handsfree Mode for the current call:
1.Before you enter the extension number, press #. RING EXTENSION NUMBER appears.
2.Dial the extension number.
To use Ring Intercom Always to always send non-handsfree calls:
With the handset on-hook, dial 377. RING IC AL WA YS ON appears. Dial 377 again to turn Ring
Intercom Always off.
Using Mute
You can use Mute to temporarily turn off your microphone, preventing the other party on the
call from hearing you.
To mute or unmute the microphone:
While on a call, press (Mute). MICROPHONE MUTE ON appears. When the microphone
is muted, the Mute button lamp is lit. Press (Mute) again to un mute the microphone.
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Placing Calls On Hold
You can place calls on either Individual Hold or System Hold.
•Individual Hold: Places an internal or external call on hold at your IP phone.
•System Hold: Places an external call on hold in the system. You can then pick up the call
from any phone that indicates a flashing Call button for the call, including the IP phone that
placed it on hold.
To place a call on Individual Hold:
1.Press (Hold). ENTER EXTENSION NUMBER appears.
2.Hang up or place another call.
To place an outside call on System Hold:
1.Press (Special), and then dial
2.Hang up or place another call.
To place a call on hold and answer a waiting call:
•Press (Hold), and then press the flashing IC or Call Key button.
To return to a call that is on hold:
•Press (Hold), and then lift the handset or press (Speaker). <Caller> WAS HOLD-
ING appears.
Entering a Hookflash
Some telephone companies require you to enter a ho okflash (a quick hang up and release) for
feature access.
To enter a hookflash:
While off-hook, press (S pecial), and then dial 330 or press the FLASH menu button (5340e
IP Phones only).
335. ENTER EXTENSION NUMBER appears.
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57
Transferring Calls
Y ou can transfer calls to other extensions or external numbers. You can also transfe r conference
calls. See “Transferring a Conference” on page 63 for more information.
Transferring Calls to Other Extensions
To transfer a call to another extension:
1.While on the call, press (Transfer), and then enter the extension number.
2.Do one of the following:
•Wait for an answer , announce the call, and then hang up. If the extension is unavailable,
press the flashing IC or Call Key button to return to the caller.
•Hang up to transfer the call and disconnect the call from your IP phone.
Note: If your system administrator has enabled the Transfer-on-Connect Allowed
feature for your IP phone, you are automatically connected to calls transferred to your
extension after the transferring party hangs up. If this option is turned off, you must
press an IC or Call Key button to answer calls transferred to your exte nsion.
Transferring Calls to External Numbers
To transfer a call to an external number:
1.While on the call, press (Transfer).
2.Press the Outgoing button or the Outgoing Call access code (the default code is 8) to
select an outside line.
3.Dial the phone number.
4.Do one of the following:
•Wait for an answer , announce the call, and then hang up. If the extension is unavailable,
press the flashing Call Key button to return to the caller.
•Hang up to transfer the call and disconnect the call from your IP phone.
Using Reverse Transfer
Y ou can use Reverse T ransfer (Call Pick Up) to answer calls that are ringing or holding at other
extensions. For example, if you receive a call while you are away from your desk, you can pick
up the call from another extension.
To use Reverse Transfer:
1.Lift the handset, and then press 4. ENTER EXTENSION NUMBER appears.
2.Dial the extension or hunt group number or press a PKM button where the call is ringing
or holding. The call is transferred to the IP phone you are using and you are connected to
the caller.
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Viewing Your System Information
If you are on a call, you can temporarily view your user information (your user name and your
extension number) and the date and ti me .
To display your user information and the date and time:
•Press (Special), and then dial 300.
Viewing Caller ID Information
If you are currently connected to an external caller with Caller ID, you can toggle betwee n the
caller’s name and number. If the name is unavailable, CANNOT ACCESS FEA TURE appears.
To show the outside party’s name/number:
•Press (Special), and then dial 379.
Forwarding Calls
You can use Manual Call Forwarding or System Forwarding to forward calls.
Manual Call Forwarding
The following table describes Manual Call Forwarding options.
Call Forward FeatureDescription
Call Forward All CallsAll incoming calls are forwarded.355
Call Forward If No
Answer
Call Forward If BusyWhen your IP phone is busy, all incoming
Call Forward If No
Answer/Busy
All incoming calls are forwarded if not
answered. (The timer is set by the
system administrator.)
calls are forwarded without ringing.
All incoming calls are forwarded if your
IP phone is busy, or if you do not answer.
Code/Menu Button (5340e
IP Phones only)
ALL
356
NO ANSWER
357
BUSY
358
NO ANSWER/BUSY
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To use Manual Call Forwarding:
1.Press the Fwd All button(5320e/5330e IP Phone) or Forward buttonfollowed by the menu
button designation (5340e IP Phone), or dial the Manual Call Forwardin g feature code from
the previous table. ENTER FORWARD DEST appears.
2.Enter the extension number, or press the Outgoing button or the Outside menu button
(5340e IP Phones only), and then dial the telephone number . On the 5340 e IP Phone, you
can press the VOICE MAIL menu button to forward calls to the Message Center (voice
mailbox). FWD ALL CALLS TO <number> appears.
To cancel a Manual Call Forwarding request:
•5320e/5330e IP Phone: Press the Fwd All button, and then press # (Speaker), or lift
the handset.
•5340e IP Phone: Press Forward button, and then press the FWD OFF menu button.
Note: If the Configuration Assistant feature is enabled for your system, you can access
a voice guided configuration portal that provides easy-to-use, remote access to the
Call Forwarding feature. See page 72 for details.
System Forwarding
You can use System Forwarding to route calls based on the type of call and the idle or busy
status of your IP phone. You cannot program the System Forward destination. You can only
turn it on or off. Contact your system administrator for more information.
To turn System Forwarding on or off:
•Dial 354. SYSTEM FORW ARD ON appears. Dial 354 again to turn System Forwarding of f.
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Using Dynamic Extension Express
When you enable Dynamic Extension Express (DEE) on your IP phone, your incoming calls
are automatically routed to one or more preprogrammed associated de stinations according to
the routing steps programmed for you.
Typica lly, your desk phone is configured to be your main extension. Y ou may be programmed
for up to ten associated destinations including: softphone, home IP phone, voice mail, mobile
phone, home phone, desk phone 2, mobile phon e 2, softphone 2, home IP p hone 2, and home
phone 2.
Your desk phone, softphone, home IP phone and voice mail extensions are already
programmed in the system, so your system administrator can easily include them in your routing
steps. To include your mobile and home phone numbers in your routing steps, you will need to
provide these numbers to your system administrator.
To enable Dynamic Extension Express:
•Dial 363 (on) or 364 (toggle on/off).PERSONAL ROUTING ON appears on the display.
To disable Dynamic Extension Express:
•Dial 362 (off) or 364. PERSONAL ROUTING OFF appears on the display.
To answer a call routed to your mobile or home phone:
1.Answer the call when it rings your IP phone. After you speak, the Dynamic Exten sion
Express prompt is played.
2.Do one of the following:
•Press # to accept the call.
Note: Y o u do not need to wait for the prompt to accept the call. You can accept the
call immediately by pressing the # button.
•Press * to send the call to the voice mailbox associated with your main extension (not
your mobile phone or home phone voice mailbox). If you do not have a voice mailbox,
the “Press *...” prompt is not played and the call is routed to your main extension.
If you hang up, the call continues to follow your programmed routing steps.
When you enable Dynamic Extension Express, your incoming calls are routed as specified by
the routing type programmed for you by your system administrator. The table below provides
descriptions for the default routing types.
Routing TypeDescription
Mobile TwinningCalls simultaneously ring your desk phone and mobile phone, before going
to voice mail.
Delayed Mobile
Twinning
Calls ring your desk phone first, and then ring both your desk phone and
mobile phone, before going to voice mail.
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61
Check with your system administrator to see which routing type has been programmed for you.
Y our administrator can modify these routing types by adding or removing routing steps, adding
or removing destinations, and changing the ring timers, if required.
To ensure that calls are routed correctly to your mobile and home phones, inform your system
administrator if either of these phone numbers change.
The following call types do not follow Dynamic Extension Express:
•Hunt group calls
•Hunt group announcement/overflow calls
•Transfer recalls, Hold recalls, Conference recalls, and Attendant recalls
Note: A recall occurs when a feature cannot be completed or th e fe at ur e tim es ou t,
and the call returns to the originating extension. For example, a holding call will recall
the extension where it was placed on hold when the hold timer expires.
Using the Handoff - Push/Pull Feature
Dynamic Extension Express also includes the Handoff feature, which includes the following
functions:
•Push: The Handoff “push” function allows you to move an active call from any of your
internal associated destinations (unless that destination is a 5610 Cordless Handset or a
UC Express SIP Softphone) to an associate d destination without disconnecting audio. The
push function is useful if you are leaving the work area, but want to remain connected to
an active call.
•Pull: The Handoff “pull” function allows you to pull a call that wa s previously routed to your
mobile or home phone back to any of your internal associated destinations (unless that
destination is a 5610 Cordless Handset or a UC Express SIP Sof tphone). The pull function
is useful if you answer a call on your mobile phone and then return to your desk.
To use the Dynamic Extension Express – Handoff “push” feature:
1.While on an active call at your IP phone, press (S pecial), and then dial 388. HANDOFF
IN PROGRESS appears on the display and the call rings all of your associated destinations
(except voice mail).
2.Press # to accept and answer the call at your mo bile or home phone. You are immediately
connected to the other parties at the new destination. When the call is switching over to
the new destination, there may be a momentary break in audio, which may be noticeable
to the other parties on the call.
To use the Dynamic Extension Express – Handoff “pull” feature:
While on an active call on an associated destination device, dial 388. A confirmation tone is
played and the call is pulled back to your IP phone. The call is connected imme diately and you
can then access system features such as conference, hold, and transfer.
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Note: If you enter the handoff feature code (388) and the display shows NO CALL T O
HANDOFF, the call cannot be handed off (see page 11 1).
S
If your phone has a button programmed for the Handoff feature, then the button will
light if there is a call available to pull.
To cancel the Dynamic Extension Express – Handoff feature:
While the handoff is in-progress, press (S pecial), and then dial 388. HANDOFF CANCELLED
appears on the display for your main extension.
Receiving Message Waiting Indications
If your main extension receives a message waiting indication (MWI) from voice mail or the
system’s station messaging feature, the MWI is propagated (as applicable) to your other internal
associated destinations. If any of your internal associated destinations responds to the MWI,
then the MWI is cleared on all of them. Note that if any destination other than your main extension
receives an MWI, it will not propagate to the other internal destinations. The MWI has to originate
on your main extension.
If enabled, the system can send a text message to your mo bile phone to indicate that your main
system extension has received a new station message or voice mail message.
Here is an example of an e-mail message generated by a station message:
You have a message from <Username> at extension <Extension>.
Callback: <Auto Attendant Number>
Here is an example of an e-mail message generated by a voice mail message:
You have a new voice mail message for mailbox number <Mailbox Number>.
Callback: <Voice Mail Notification and Retrieval Number>
Y ou can use the callback number to easily call back into the system an d speak to the messaging
party or retrieve your voice mail message. Check with your administrator if you would like to
take advantage of this feature.
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Placing Ad Hoc Conference Calls
Y ou can place a Ad Hoc1 conference call with up to three internal or external parties (for a total
of four parties, including yourself).
To place a conference call:
1.While on the first call, press the Conference button to place the call on hold. CALL NEXT
PARTY TO CNF appears.
2.Place a call to the next conference party (for external calls, press the Outgoing button or
the Outgoing Call access code [8 is the default code], and then dial the number).
3.After the party answers, announce the conference, an d then press the Conference button
to place the call on hold. If necessary , repeat this step to add the remaining confer ence party.
4.Press the Conference button again or the CONNECT TO CNF menu button (5340e IP
Phones only) to start the conference. CNF IN PROGRESS appears.
Adding a Conference Party
You can add a conference party during the conference.
To add a conference party:
1.Press the Conference button or the ADD PARTY menu button (5340e IP Phones only).
This leaves the conference parties connected.
2.Place a call to the party to be ad ded to the conference, and then announce the co nference.
Press the Conference button (twice) or the CONNECT TO CNF menu button (5340e IP
Phones only) to add the party and rejoin the conference.
Transferring a Conference
You can transfer an existing conference to another extension.
To transfer a conference:
1.During the conference, press (Transfer ), and then dial the extension number.
2.Announce the conference (if desired), and then hang up. CONFERENCE TFR from
<name> appears on the called party’s display. The party must then press the flashing
Conference button to connect to the conference.
1. The traditional conferencing feature that has always been available on the 5000 CP has been renamed as Ad
Hoc Conferencing to differentiate it from the Meet-Me Conferencing feature introduced in v5.0 (see
page 65).
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Dropping Out of a Conference
You can drop out of a conference and return to the conference later.
To drop out of a conference:
•Press the Conference button or (Hold), and then hang up. ENTER EXTENSION
NUMBER appears. This removes you from the conference but leaves the other parties
connected.
To return to the conference:
•Press the flashing Call Key button. CONFERENCE WAS HOLDING appears, and you are
reconnected to the conference.
Ending a Conference and Placing all Parties on Hold
Y ou can end a confer ence and place all conference parties on Individual Hold, allowing you to
toggle between the held parties and speak to one party at a time.
To end a conference and place all parties on Individual Hold:
•Press the Conference button, and then press (Hold). CONFERENCE P AR TIES ON
HOLD appears.
To toggle between the held callers:
•Press (Hold) twice for internal parties or the applicableCall Key button for external
parties.
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Using Meet-Me Conferencing
The Meet-Me Conferencing feature allows up to eight internal and/or external callers to dial
into a conference instead of being manually added by an internal user, as is the case when
using the system’s traditional “ad hoc” conferencing method. (See page 63 for details on using
the traditional Ad Hoc Conferencing method.)
Note that unlike an Ad Hoc Conference, a Meet-Me Conference can consist entirely of outside
parties; an internal system user does not have to be present. Also note that the traditional Ad
Hoc Conferencing feature is still available for use even when Meet-Conferencing is licensed
and enabled. Both conferencing types are available for use as needed.
Many existing system features that work with the traditional Ad Hoc Conferencing method (such
as Record-A-Call, transferring a conference, placing a conference on hold, etc.) also work with
the Meet-Me Conferencing method.
Conference Assistant
Conference Assistant is a voice-guided application that allows you to initiate or join a Meet-Me
Conference by dialing the extension number assigned to the Conference Assistant and then
entering the proper access code. If you enter an invalid access code, the Conf erence Assistant
prompts you to try again. The Conference Assistant also lets you know if there are no
conferencing circuits available or if the conference is already at capacity.
Access Codes
If Meet-Me Conferencing is enabled for your system, you have the ability to initiate or join a
Meet-Me Conference by dialing the Conference Assistant and entering a valid access code.
Access codes are typically generated to match each user’s extension number, so that each
user has their own personal access code for establishing Meet-Me Conferences.
In addition to the personal access code that may match your extension, you can also use the
Configuration Assistant application to create confe rences with unique system-generated
access codes. (See page 72 for details.)
Setting Up a Meet-Me Conference
You can set up a Meet-Me Conference using either your personal access code or a systemgenerated access code. (Seethe previous section for more information on access codes.)
To set up a Meet-Me Conference using a personal access code:
1.T ell all intended conference participants to call the Conference Assistant at an agreed-upon
time and use your extension number as the access code to join the conference.
2.Follow the instructions for “Joining a Meet-Me Conference“ on page 66.
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To set up a Meet-Me Conference using a system-generated access code:
1.Generate a Meet-Me Conference access code through the Configuration Assistant appli-
cation (see page 74).
2.T ell all intended conference participants to call the Conference Assistant at an agreed-upon
time and use the system-generated number as the access code to join the conference.
3.Follow the instructions for “Joining a Meet-Me Conference“ on page 66.
Joining a Meet-Me Conference
You can join a conference with up to seven inter nal and/or external pa rties (for a total of eight
parties, including yourself).
To join a Meet-Me Conference:
1.Dial (or ask to be transferred to) the Conference Assistant extension number. (See your
administrator if you do not know the extension number.) You hear: “Welcome to the Conference Assistant. Enter an access code, and then press Pound (#). To cancel, press S tar
(*).”
2.Enter the appropriate access code for the Meet-Me Conference you wish to join (see
“Access Codes“ on page 65). Note the following:
•If you enter an invalid access code, the Conference Assistant prompts you to try aga in.
•If there are no conferencing resources available, or if the maximum number of allowed
parties has already been reached, you hear: “All circuits are busy. Please try again
later.” Hang up and try again later.
3.Once connected, you can talk with other parties who join the conference. (Your phone
shows the name of the conference [if available], the total conference duration, and the
number of parties connected to the conference.) Note the following:
•If you are the first person in the conference, you hear: “You are the first person in this
conference. Please stay on the line.” You then hear music until another caller joins the
conference or you hang up.
•As other parties join or leave the conference, you hear a tone to signal the change.
•If the conference contains only external callers, the Conference Assistant will prompt
the participants to extend the conference af ter a period time. If no one presses a digit
to extend the conference, the system terminates the conference.
Dropping Out of a Meet-Me Conference
You can leave a conference and still leave the other parties connected.
To exit a Meet-Me Conference:
•Hang up. The other parties in the conference remain connected.
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Putting a Meet-Me Conference on Hold
Y ou can put a conference on hold at your phone (the other parties remain connected) and then
later return to the conference.
To put a Meet-Me Conference on Hold:
During the conference, press the Hold button.
To return to the Meet-Me Conference:
•Lift the handset or press the Speaker button, and then press the Hold button.
Transferring a Meet-Me Conference
You can remove yourself from a conference and transfe r it to another party.
To transfer a Meet-Me Conference to another extension:
1.During the conference, press the Transfer button, and then dial the extension number.
2.Announce the conference (if desired), and then hang up. CONFERENCE TFR from
<name> appears on the called party’s display.
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Using Record-A-Call
You can use Record-A-Call to record an ongoing call as a mailbox message.2 You can then
retrieve the message from your voice mailbox. The Record-A-Call feature st ays active after the
other party hangs up, so you can add to the recorded call with your own message.
Note: Record-A-Call is not supported on peer-to-peer (P2P) calls. Contact
your system administrator for more information.
To use Record-A-Call:
1.While on a call, press (Special), and then dial 385, or press the RECORD-A-CALL menu button(5340e IP Phones only). REQUESTING RECORD-A-CALL appears.
2.Enter the voice mailbox number where you want the recording to be saved.
RECORD-A-CALL IN PROGRESS appears, and both you and the calling party hear a
confirmation tone (if enabled).
Note: If your system administrator assigns the Record-a-Call voice
mailbox destination, you do not need to enter the voice mailbox
number.
To stop Record-A-Call:
Do one of the following:
•Press (Special), and then dial 385.
•Press the CANCEL RECORDING menu button (5340e IP Phones only).
•Hang up.
Using Group Listen
You can use Group Listen to activate the speaker while you use the handset or headset to
continue speaking. This allows other people to hear the other p arty on the call while the other
party can only hear you (through the handset microphone). You cannot use Group Listen in
Handsfree Mode.
To use Group Listen:
While on a call, press (Special), and then dial
hear a confirmation tone. The ot her party does not hear the confirmation tone. Dial 312 again
to turn Group Listen off.
312. GROUP LISTEN ON appears, and you
2. This feature may or may not be enabled for your system.
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Using Call Logging
Your call logs are records of your most rece nt missed, re ceived, and dial ed calls. A maximum
of 20 entries are stored in each call log.
You can use Call Logging to:
•View recent call activity.
•View caller ID information.
•Return or redial calls.
To use Call Logging:
1.Dial 333 or the LOGS menu button(5340e IP Phones only).
2.Select one of the following options:
•Press 1 (MISS)
calls.
•Press 2 (RCV)
received calls.
•Press 3 (DL)
calls.
•Press 4 (CLR)
entries.
or the MISSED CALLS menu button (5340e IP Phones only) for missed
or the RECEIVED CALLS menu button (5340e IP Phones only) for
or the DIALED CALLS menu button (5340e IP Phones only) for dialed
or the CLEAR LOGS menu button (5340e IP Phones only) to clear all
3
3.Press (Up) or (Down) or the >> (Next) or << (Previous) menu buttons (5340e IP
Phones only) to scroll through the entries.
The display shows the party’s name and th e extension or outside number (if available) an d the
date and time.
If no Caller ID information is available, UNKNOWN CALLER appears.
To return a call or redial a number listed in a call log:
•Press # or the CALLNOW menu button (5340e IP Phones only) while the display shows
the number.
To delete individual call log entries:
•Press 0 or the DELETE menu button to delete the displayed entr y, or press the DEL ALL
menu button (5340e IP Phones only) to delete all entries in the current call log.
3. This feature may or may not be enabled for your system.
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Using Secondary Extension Buttons
Secondary Extension buttons must be programmed by your system administrator . Y ou can use
programmable buttons as “secondary extensions.” Seco ndary Extensions are assigned to other
extensions in the system (primary extensions). Because Secondary Extension buttons are
programmed by the system administrator , you cannot change the buttons (for example, assign
features to the buttons).
When programmed, you can use Secondary Extension buttons to:
•Place an internal call to the primary extension.
•View the call activity at the primary extension.
•Transfer calls to the primary extension.
•Answer a call that is ringing or holding on any Call Key button at the primary extension.
Note: The system administrator must set up the Call Key buttons for internal calls or
you cannot use Secondary Extensions at the primary extension.
S
You can use Secondary Extension buttons to notify you when a given number of calls
are waiting at the primary extension.
If a Secondary Extension button is flashing (the primary extension has an incoming
call), you can press # before pressing the flashing Secondary Extension button to call
the primary extension and not answer the incoming call.
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Using Hot Desking
The Hot Desking feature allows users to share phones or temporarily move to other phones
and yet maintain their personal identity and preferred phone configuration settings.
If your administrator has set you up with a Hot Desking Pr ofile, you can log on to any Hot Deskenabled base phone using the Hot Desk feature code (default is 348), your assigned Hot Desk
Profile extension number, and your assigned Hot Desk Profile passcode. The system will then
apply your phone profile – phone settings such as extension (intercom directory) numbe r, classof-service, language, programmable buttons, etc. – to the phone.
To log on to a Hot Desk-enabled base phone:
1.At a Hot Desk-enabled base phone, do one of the following:
•Press the Hot Desk feature button (if one is programmed on the phone).
•Press the LOGIN menu button (on six-line display phones).
•Dial 348.
Display phones show ENTER HOT DESK EXTENSION.
2.Dial your assigned Hot Desk extension number . Display phones show ENTER P ASSCODE.
3.Dial your assigned Hot Desk passcode. Display phones show HOT DESK SESSION AC-
TIVATED for five seconds.
To log off of a Hot Desk session:
Do one of the following:
•Press the Hot Desk feature button (if one is programmed on the phone).
•Press the LOGOUT menu button (on six-line display phones).
•Dial 348.
Display phones show HOT DESK SESSION TERMINATED for five seconds.
If you forget to log off and then atte mpt to log on elsewhere, the system automatically logs you
off of the original phone so that you can log on to the new phone.
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Using the Configuration Assistant
If Configuration Assistant is enabled for your system, you can access this voice guided
configuration portal that provides easy-to-use, remote access to the following phone
configuration options:
•Dynamic Extension Express (see page 76)
•DND (see page 73)
•Manual Call Forwarding (see page 74)
•Meet-Me Conferencing (see page 74)
Note: You need a Configuration Assistant extension number to use this feature.
Contact your system administrator for more information.
Changing Your Station Passcode
Before using the Configuration Assistant, Mitel recommends that you change your default
station (phone) passcode to something more secure.
To change your station passcode:
1.Dial 392. ENTER PASSCODE appears.
2.Enter your current passcode (the default passcode is your extension numbe r), followed by
#. CHANGE PASSCODE TO appears.
3.Enter the new passcode followed by
4.Enter the new passcode again followed by #. DATABASE UPDATED appears.
To change the passcode from another phone, see “Changing Your Station Passcode” on
page 78.
#. VERIFY PASSCODE appears.
Accessing the Configuration Assistant
Follow the instructions below to access the Configuration Assistant.
To access the Configuration Assistant:
1.Access the Configuration Assistant extension number from inside or out side the system by:
•dialing it from any phone in the system.
•being transferred to it.
•dialing it from automated attendant, voice mail, or DISA.
2.Do one of the following:
•If calling from your main desktop phone, proceed to step 3.
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73
•If calling from someone else’s main desktop phone that is designated as a Configuration
Assistant user, press the Star button (*), and then enter your extension number.
•If calling from a phone that is not designated as a Configuration Assistant user, enter
your extension number.
•If transferred to the Configuration Assistant or if calling the Config uration Assistant from
outside the system, enter your extension number.
3.Enter your station passcode, a nd then press #. You may now change the settings for any
of the following features:
•Dynamic Extension Express (see below)
•DND (see page 73)
•Manual Call Forwarding (see page 74)
•Meet-Me Conferencing (see page 74)
Changing the Dynamic Extension Express Settings
Note: This feature is available only if the authenticated extension is identified as a
Dynamic Extension Express (DEE) user . See “Using Dynamic Extension Express” on
page 60 for more information.
To change the DDE settings using Configuration Assistant:
1.Access the Configuration Assistant as described in “ Accessing the Configuration Assistant”
on page 72.
2.Follow the voice prompts to change your DEE st atus (on or off) or program a mob ile phone
number. When this option is se lected, Configuration Assistant first st ates whether DEE is
currently enabled or not (for example, “Dynamic extension is enabled”), and then offers
the following DEE functions:
•Enable (only if DEE is disabled)
•Disable (only if DEE is enabled)
•Program mobile phone number [you do not have to enter the Outgoing feature code (8)]
3.Hang up, or press the Star button (*) to return to the main menu.
Changing the DND Settings
See “Using Do-Not-Disturb (DND)” on page 83 for more information about using DND.
To change the DND settings using Configuration Assistant:
1.Access the Configuration Assistant as described in “ Accessing the Configuration Assistant”
on page 72.
2.Follow the voice prompts to change your DND status (on or off). There is no option to
provide a specific DND status message. When this option is selected, Configuration As-
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sistant first states whether DND is currently enabled or not ( for example, “Do- Not-Disturb
is currently disabled”), and then offers the following DND functions:
•Enable (only if DND is disabled)
•Disable (only if DND is enabled)
3.Hang up, or press the Star button (*) to return to the main menu.
Changing the Manual Call Forwarding Settings
See “Manual Call Forwarding” on page58 for more information about Manual Call Forwarding.
To change the Manual Call Forwarding settings using Configuration Assistant:
1.Access the Configuration Assistant as described in “Accessing the Configuration Assistant”
on page 72.
2.Follow the voice prompts to change your manual call forwarding status (on or off). There
is no option to provide a specific call forwarding condition, such as no answer or busy.
When this option is selected, Configuration Assistant first states whether call forwarding is
currently enabled or not (for example, “Call Forwarding is enabled”) and then offers the
following forwarding functions:
•Forward calls to voice mail
•Forward calls to an internal extension number
•Forward calls to an external phone number [you do not have to enter the Outgoing
feature code (8)]
•Disable (only if Call Forwarding is enabled)
3.Hang up, or press the Star button (*) to return to the main menu.
Managing Meet-Me Conferencing Access Codes
See “Using Meet-Me Conferencing” on page 65 for more information about Meet-Me
Conferencing.
Note: This feature is available on ly if Meet-Me Conferencing is enabled on your phone
system.
S
While using Configuration Assistant options, you can press the S tar button ( *) any time
you wish to cancel the current operation and return to the main menu.
To create a new Meet-Me Conference access code:
1.Access Configuration Assistant as described in your existing phone user guide.
2.Follow the voice prompts to select the conference option, and then select the option to
create a new conference access code. Configuration Assistant states your new access
code.
3.Hang up, or press * to return to the main menu.
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75
To delete an existing Meet-Me Conference access code:
1.Access Configuration Assistant as described in your existing phone user guide.
2.Follow the voice prompts to select the conference option, and then select the op tion to
delete an existing conference access code. Configuration Assistant prompts you for the
access code you wish to delete.
3.Enter the access code, and then press #. If you enter an access code that does not exist,
Configuration Assistant prompts you to enter another access code.
4.Hang up, or press * to return to the main menu.
To list all of your existing Meet-Me Conference access codes:
1.Access Configuration Assistant as described in your existing phone user guide.
2.Follow the voice prompts to select the conference option, and then select the option to list
your conference access codes. Configuration Assistant first st ates the number of access
code you have and then states all of your existing access codes.
3.Hang up, or press * to return to the main menu.
To send yourself an e-mail message listing all of your existing conference access
codes:
1.Access Configuration Assistant as described in your existing phone user guide.
2.Follow the voice prompts to select the conference option, and then select the option to e-
mail yourself a list of your existing access codes. You should soon receive an e-mail
message that lists all of your existing access codes, including the code number, code name,
and when the code was last used.
3.Hang up, or press * to return to the main menu.
Note: If you do not have an e-mail address configured in the phone system database,
then this option is not provided. Check with your administrator if you would like to take
advantage of this feature.
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Using Remote Programming
If the Configuration Assistant feature is enabled for your system, Mitel recommends that you
use Configuration Assistant instead of the Remote Programming feature described in this
section. Configuration Assistant offers an enhanced, voice guided configuration portal that
provides easy-to-use, remote access to the Call Forwarding, Dynamic Extension Express, and
DND features. See page 72 for using Configuration Assistant.
To use Remote Programming to access these features from another system phone or an
external phone, follow the instructions in this section.
Note: A Direct Inward System Access (DISA) number is required to use Remote
Programming from an external phone. Contact your system administrator for more
information.
4
Changing the Dynamic Extension Express Settings
See “Using Dynamic Extension Express” on page 60 for more information about Dynamic
Extension Express.
To enable Dynamic Extension Express using Remote Programming:
1.Do one of the following:
•Call your DISA number (provided by the system administrator). If necessary, enter your
DISA security code.
•Use any phone on the system.
2.Dial 359.
3.Enter your extension number.
4.Enter your station passcode followed by #. See page 72 for details on setting up a passcode
for your extension.
5.Dial 363 (Dynamic Extension Express On).
To disable Dynamic Extension Express using Remote Programming:
•Follow steps 1. - 4. above, dial 362 (Dynamic Extension Express Off), and then hang up.
4. This feature may or may not be enabled for your system.
Call Features
77
Changing the DND Settings
See “Using Do-Not-Disturb (DND)” on page 83 for more information about using DND.
To turn on DND using Remote Programming:
1.Do one of the following:
•Call your DISA number (provided by your system administrator). If necessary, enter
your DISA security code.
•Use any phone on the system.
2.Dial 359.
3.Enter your extension number.
4.Enter your station passcode followed by #. See page 72 for details on setting up a passcode
for your extension.
5.Dial 370.
6.Enter the DND message number (01 to 20), and then enter the second-line message text
(if applicable).
To turn off DND using Remote Programming:
•Follow steps 1. through 4. above, and then dial 371.
Changing the Manual Call Forwarding Settings
See “Manual Call Forwarding” on page 58 for more information about Manual Call Forwarding.
To turn on Manual Call Forwarding using Remote Programming:
1.Do one of the following:
•Call your DISA number (provided by your system administrator). If necessary, enter
your DISA security code.
•Use any phone on the system.
2.Dial 359.
3.Enter your extension number.
4.Enter your station passcode followed by #. See page 72 for details on setting up a passcode
for your extension.
5.Dial one of the following Call Forwarding feature codes:
•355 (All)
•356 (No answer)
•357 (Busy)
•358 (No Answer/Busy)
6.Enter either an extension number or 8 followed by a phone number.
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To turn off Call Forwarding using Remote Programming:
•Dial 355, and then hang up.
Changing Your Station Passcode
You can use Remote Programming to change the st atio n (pho ne) p asscode . See page 72 for
details on setting up a passcode for your extension.
To change your station passcode using Remote Programming:
1.Do one of the following:
•Call your DISA number (provided by your system administrator). If necessary, enter
your DISA security code.
•Use any phone on the system.
2.Dial 359.
3.Enter your extension number.
4.Enter your passcode followed by #.
5.Dial 392.
6.Enter the new passcode followed by
7.Enter the new passcode again followed by #.
#.
CHAPTER 5
MESSAGES
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Messages
81
Overview
This section describes the following system messaging features:
•Inter-station messages: Inter-station messages are alerts sent to your IP phone by other
internal parties, notifying you to contact the party who left the message. The
(Message) button and Message/Ring Indicator flash to notify you of the new message.
Y ou can then either delete the message or reply to the message, which automatically places
a call to the party who left the message.
•Do-Not-Disturb (DND) messages: Messages that other internal parties see when your IP
phone is in DND. See “Using Do-Not-Disturb (DND)” on page 83.
•Reminder messages: Messages that you can use to notify yourself of upcoming appointments, meetings, and so on. See “Using Reminder Messages” on page 84.
•Pages: Announcements sent over phone speakers or external speakers. See “Paging Other
System Users” on page 85.
•Voice messages: System voice mail messages.
Note: Because a variety of voice mail pr oducts work with the 5000 CP, this guide does
not include voice mail instructions. For voice mail instructions, refer to the voice mail
user guide for your system. For example, refer to the Enterprise Messaging, Unified Voice Messaging, and Embedded Voice Mail Card User Guide, p art number 835.3205,
or the Mitel NuPoint Unified Messaging User Guide on the Mitel Web site
edocs.mitel.com). Contact your system administrator for mo re information about your
voice mail system.
(http://
Leaving Messages at Other Extensions
You can leave inter-station or voice mail messages for other internal parties.
To leave an inter-station or voice message for a busy IC extension:
1.Press (Message) or the LEAVE MESSAGE menu button (5340e IP Phones only).
HANG UP OR WAIT FOR MSG CENTER appears.
2.Do one of the following:
•Hang up to leave an inter-station message. MESSAGE LEFT FOR <name> appears.
•Stay on the line to connect to the message center (usually voice mail).
To leave an inter-station message without placing an internal call:
1.Dial 367 (Leave Message), or press (Message), and then press the LEAVE MESSAGE
menu button (5340e IP Phones only). LEAVE MESSAGE ON EXTENSION appears.
2.Enter the extension number. MESSAGE LEFT FOR <name> appears.
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Viewing and Responding to Messages
When you have waiting messages, the (Message) button and Message/Ring Indicator flash
and the display shows the number of waiting messages.
Note: If your handset or speakerphone is off-hook when you view an inter-st ation
message, you automatically call the party who left the message.
The display shows new messages as follows:
•Inter-station messages sent by other internal parties are indicated by the party’s programmed user name.
•Voice messages are indicated by FROM MBOX <your extension number>.
To view or respond to messages:
1.With the handset on-hook, press
(5340e IP Phones only). Messages are displayed as first in/first out. If there is more than
one message, you can repeatedly press (M ess ag e ) to scr oll thr o ug h th e me ss ag es .
2.When the desired message is displayed, press #, or lift the handset for privacy, and then
press # to respond. [If your handset is off-hook and you press (Message), you automatically place a call to the party or message center that left the message.]
(Message) or the VIEW MESSAGE menu button
Canceling Messages Left at Other Extensions
You can cancel messages left at other extensions.
To cancel a message left at another extension:
1.Dial 366 or press (Message), and then press the CANCEL MESSAGE menu button.
CANCEL MESSAGE ON EXT # appears.
2.Enter the extension number where you left the message. MESSAGE CANCELED FOR
<name> appears.
Deleting Waiting Inter-Station Messages
You can delete waiting inter-station messages.
Note: To delete waiting voice messages, you must connect to your voice mailbox.
To delete waiting inter-station messages:
1.Press (Message) or the VIEW MESSAGE menu button (5340e IP Phones only). MSG
<message information> appears.
2.Press
*or the DELETE menu button (5340e IP Phones only) to delete the displayed
message.
Messages
83
Using Do-Not-Disturb (DND)
You can use DND to stop calls and pages to your extension. When activated, internal calling
parties see your selected DND message. DND does not block queue callbacks, recalls, and
incoming external calls. The following table shows the 20 default DND messages. If your system
administrator changes your DND messages, you can record the new messages in the “New
Message” column for reference.
You can enter a second line of text (up to 20 characters) for DND messages. For example, if
you select IN MEETING UNTIL, you can enter “3:30” o n th e se cond lin e. Whe n other inter nal
parties try to call you, their displays show “IN MEETING UNTIL 3:30.”
To turn on DND:
1.Press the DND button. SELECT DND MSG # (01-20) appears.
2.Do one of the following:
•Press (Up) or (Down) to scroll through the messages.
•Enter the two-digit number for the DND message from the preceding table.
•Press the SCROLL menu button (5340e IP Phones only), and then press the PREVI-
OUS or NEXT menu buttons to scroll through the list.
3.If applicable, enter the additional text for the DND description. See “Using the Dialpad
Buttons to Enter Characters” on page 31 for dialpad character descriptions.
4.Press
(Speaker) or the ACCEPT menu button (5340e IP Phones only).
To turn off DND:
•Press the DND button, or press the DND menu button (5340e IP Phones only), and then
press DND OFF. DO-NOT-DISTURB OFF appears.
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Using Reminder Messages
You can use Reminder messages to alert you at a selected time, up to 24 hours in advance.
At the selected time, the Reminder message signals you with eight short tones and your display
shows the message, even if you are on a call.
The following table shows the 20 default Reminder messages. If your system administrator
changes your Reminder messages, you can record the ne w messages in the “New Message”
column for reference.
Code
01
02
03
04
05
06
07
08
09
10
Default
Message
Meeting
Staff Meeting
Sales Meeting
Cancel Meeting
Appointment
Place Call
Call Client
Call Customer
Call Home
Call Corporate
New MessageCode
11
12
13
14
15
16
17
18
19
20
Default
Message
Call Engineering
Call Marketing
Call Accounting
Cancel DND
Cancel Call Fwd
Take Medication
Make Reservation
Review Schedule
Lunch
Reminder
•Enter the two-digit number for the Reminder message from the preceding table.
•Press (Up) or (Down) to scroll through the messages.
3.Press # or the ACCEPT menu button (5340e IP Phones only) to select the message.
4.Enter the time you wish to receive the messa ge in hours and minute s (for example, 0900
or 900 for 9:00). Then press #. The display shows the Reminder message state.
•If your system is set for 24-hour format, enter the applicable time (1400 = 2:00 P.M.).
•If your system is set for 12-hour format, press 1 for A.M. or 2 for P.M.
To cancel all Reminder message requests:
With the handset on-hook, dial 306. REMINDER MSGS CANCELED appears.
To clear a received Reminder message:
With the handset on-hook, press
*.
Messages
85
Paging Other System Users
You can place page announcements through phone speakers or external speakers (if
applicable). Your system may use page zones to prevent announcements from transmitting
through every phone in the system. Each page zone contains a different combination of
extensions and external paging equipment.
Contact your system administrator for page zone information. You can use the following table
to save the page zone information for future reference.
Page Zone NameNumberDescription
Placing a Page Announcement
The following instructions describe how to place a page announcement.
To place a page announcement:
1.Press 7.
2.Enter the page-zone number (0 to 9).
3.Wait for the tone, make your announcement, and then hang up.
Enabling or Disabling the Page Feature
You can enable or disable the Page feature for your extension. If your extension is assigned
to more than one page zone, the Page on/of f feature code enables or disables your extension
for all pages zone (you cannot select individual zones).
To enable or disable paging for your IP phone:
Dial 325 to enable paging. PAGE RECEIVE ON appears. Dial 325 again to disable paging.
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CHAPTER 6
HUNT GROUPS
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Hunt Groups
89
Overview
Hunt groups are groups o f internal parties (agents) who share a common (hunt group ) extension
number . Calls can either be placed to the hunt group (using the hunt group extension number )
or to a specific agent (using the agent’s exte nsion nu mbe r). Hunt g roups are programmed by
the system administrator.
Hunt groups types are either “UCD” or “ACD.”
•UCD Hunt Groups: Uniform Call Distribution (UCD) agents do not log in to the hunt group
to receive calls.
•ACD Hunt Groups: Automatic Call Distribution (ACD) agents log in to the ACD hunt group
to receive calls. Calls are distributed by either Agent IDs or extensions:
•Agent IDs: Each agent is assigned an Age nt ID number for logging in to the hunt group
(see the next section). Hunt group calls are distributed to lo gge d- in age nts according
to their Agent ID number instead of their extension number. Agents can log in to any
ACD hunt group phone.
•Extensions: Hunt group members do not use Agent IDs, and calls are distributed to
phones where the agents are logged in.
Logging in to ACD Hunt Groups
Y o u must log in to an ACD h unt group to re ceive hunt grou p calls. To stop calls, you either log
out of the ACD hunt group or divert calls. See “Diverting Hunt Group Calls” on page 91.
Note: Only one agent can be logged in to a phone.
S
If the ACD Agent ID Automatic Connect option is enabled for your h unt group and you
are using a headset, you are automatically connected to waiting calls when you log
in. The first call you receive after you log in rings until you answer it; however, you are
automatically connected to subsequent calls.
To log in to or out of all ACD hunt groups in which you are a member:
Dial 328 to log in to ACD hunt groups followed by your Agent ID, if necessary . AGENT LOGGED
INTO ALL ACDS appears. Dial 328 again to log out of all ACD hunt groups.
To log in to one or more ACD hunt groups:
1.Dial 326. AGENT LOGIN ACD HG # appears.
2.Do one of the following:
•Enter the ACD hunt group number.
•Press # to log in to all of your ACD hunt groups.
The display shows AGENT LOGIN AGENT ID.
3.Enter your Agent ID (if applicable), or press # if you do not have an agent ID. T he display
shows the log in status for one or all hunt groups.
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Logging out of ACD Hunt Groups
You can log out of all ACD hunt groups at once or log out of each hunt group one at a time.
To log out of one or more ACD hunt group:
Do one of the following:
•Dial 328 to log out of all of your ACD hunt groups. The display shows AGENT LOGGED
OUT OF ALL ACDS.
•Dial 327 to log out of one hunt group at a time.
If you were logged in to only one hunt group, the display shows AGENT LOGGED OUT OF
HUNT GROUP <number>.
If you were logged in to more than one hunt group, the display shows AGENT LOGOUT HG
#. Enter the extension number of the ACD hunt group.
Stopping the ACD Hunt Group Wrap-up Timer
Each time you end an ACD hunt group call, a wrap-up timer starts. The default wra p-up time
is 15 seconds. Your system administrator can change the wrap-up timer settings.
Until this timer expires, you will not receive another hunt group call; however, you can stop the
wrap-up timer to allow calls to your extension.
To stop the wrap-up timer:
With the handset on-hook, dial 329. The display shows ACD WRAP-UP TERMINATED.
Hunt Groups
91
Other Hunt Group Features
The following features can be used by ACD or UCD hunt groups.
Requesting Agent Help
You can use Agent Help to request help from a designated “Agent Help Extension” (usually
your supervisor) during a call. When your request call rings at the Agent Help Extension, the
supervisor can join the call or reject the request.
Note: Agent Help is not supported on peer-to-peer (P2P) calls. Contact your system
administrator for more information.
To use Agent Help:
1.While you are on a hunt group call, press (Special), and then dial
Note: If you hear repeating tones, one of the following has occurred:
•The feature is not available at your IP phone.
•You already have four parties in your call.
•Not enough system circuits are currently available.
•The Agent Help Extension is in DND.
2.If not preprogrammed, dial the Agent Help extension number.
If the Agent Help Extension accepts the call, AGENT HELP IN PROGRESS appears.
If the Agent Help Extension rejects the call, AGENT HELP REJECTED appears.
Diverting Hunt Group Calls
You can temporarily divert hunt group calls, preventing hunt group calls to your extension.
To divert hunt group calls:
•Dial 324 to divert calls. The display shows the feature state DIVERT HUNT GROUP CALLS.
•Dial 324 again to program your IP phone to accept calls.
375.
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Hunt Group Supervisor Features
The following features can be used by hunt group supervisors only.
Accepting or Rejecting Agent Help Calls
Supervisors can accept or reject Agent Help calls.
To accept an Agent Help request:
•Answer as usual. Your microphone is automatically muted
To reject an Agent Help request:
•Dial 376 or press the REJECT HELP menu button (534 0e IP Phones only). AGENT HELP
REJECTED appears.
Monitoring Calls
You can use Station Monitor to connect to a hunt-group call and hear both parties, but you
cannot be heard by either one. Station Monitor stops if the hunt group member terminates or
transfers the call. You can barge-in to or “steal” monitored calls, as described in the following
sections. Y ou can also record the call. See “Using Meet-Me Conferencing” on page 65 for more
information about recording calls.
Note: Station Monitor is not supporte d on peer-to-peer (P2P) calls. Contact your system
administrator for more information.
To use Station Monitor:
•Dial 321 or press the SIL MONITOR menu button (5340e IP Phones only), and the n enter
the extension number . MONITORING EXT <number> appears. Monitored hunt group members may hear an “activation tone” when the feature is activated.
.
Stealing Hunt Group Calls
While monitoring a hunt group call, you can “steal” the call from the hunt group mem ber , which
disconnects the call from the agent and transfers the call to your extension.
To steal a hunt group call:
•Dial 387 or press the STEAL menu button (5340e IP Phones on ly). CALL STOLEN FROM
EXT <number> appears.
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