Polycom KIRK 14158600-HD User Manual

Polycom® KIRK
®
5020-5040 User Guide
Version 6.0| September, 2010 | 14158600-HD Ed.7
Trademark Information
Polycom®, the Triangles logo, ReadiManager®, SoundPoint®, SoundStation®, ViaVideo®, VoiceStation®, Vortex®, and VSX® are registered trademarks of Polycom, Inc. Convene™ , Global Management System™, iPower™, MGC™, People+Content™, People On Content™, Polycom Conference Suite™, Polycom Converged Management Application™ (CMA™), Polycom Distributed Media Application™ (DMA™), Polycom HD Voice™, Polycom PathNavigator™, Polycom VideoPlus™, Polycom VoicePlus™, PVX™, RAS™, ReadiConvene™, RMX 2000™, RSS™, V2iU™, VBP™, VS4000™, and VTX™ are trademarks of Polycom, Inc.
All other trademarks are the property of their respective owners.
Patent Information
The accompanying product is protected by one or more U.S. and foreign patents and/or pending patent applications held by Polycom, Inc.
© 2010 Polycom, Inc. All rights reserved.
Polycom, Inc. 4750 Willow Road Pleasanton, CA 94588-2708 USA
No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing includes translating into another language or format.
As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to the software contained within its products. The software is protected by United States copyright laws and international treaty provision. Therefore, you must treat the software like any other copyrighted material (e.g., a book or sound recording).
Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc., is not responsible for printing or clerical errors. Information in this document is subject to change without notice.
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Contents
Contents
1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Handset Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Charger Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Battery Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Battery Capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Battery Disposal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
1 About Your 5020 / 5040 Handset . . . . . . . . . . . . . . . . . . 13
Handset Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Status Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Display Backlight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Navigating Handset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
1 Basic Handset Options . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Turning Handset On/Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Adjusting Speaker Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Locking Keypad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
1 Making Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Dial from Call List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Dial from Call Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
1 Answering Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Replying to messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
1 During Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Turning Loadspeaker On/Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Entering Phone Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
1 Using the Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Description of Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Phone Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Call Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
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1 Phone Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Using the Alphanumeric Keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Managing an Existing Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
1 Call Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Incoming Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Outgoing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Missed Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
MSF Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
External Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
List of Menu Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Dialing Contact from Phone Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
1 Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Sending Messages Using Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Reading a Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Reading a Long Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Reading a Short Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Reading a Call Back Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Replying a Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
1 Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Silent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Auto Answer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Battery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Ringing Tone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Firmware Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
1 Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Ringing Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Ringing Tone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Alerting Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Vibrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Silent Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
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Contents
Changing Settings of Silent Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Auto Key Lock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Backlight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Auto Answer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Changing Settings of Auto Answer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Out of Range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Changing Settings of Out of Range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Bluetooth (only KIRK 5040) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Last Number Redial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Advanced... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Any Key Answer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Long Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Time & Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
1 General Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Error information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Technical Specification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Important Safety Instructions and Product Information . . . . . . . . . . . . . 69
Intrinsic safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
International Regulatory and Product Information . . . . . . . . . . . . . . . . . 72
Important Safety Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
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Polycom Kirk 5020-5040 User Guide Getting Started

Getting Started

Read all information in this section before you use your handset.

Handset Information

Danger
Ensure that the adapter voltage is the same as the electrical outlet voltage.The handset uses radio signals and does not guarantee a connection in all circumstances. Do not rely on a cordless handset to make emergency calls.
Never use your handset:
in the vicinity of electrical detonators
in shielded rooms
in areas where radio transmission is forbidden
in aircrafts
Do not place a handset near:
water, moisture or damp areas
heat sources, direct sunlight or unventilated areas
devices which generate strong magnetic fields such as electrical appliances,
fluorescent lamps, computers, radios, televisions or fax machines
areas where the handset can be covered, its ventilation impaired, liquid
spilled on the unit or objects inserted into the handset through any
openings.
areas with dust, vibration, shock or temperature extremes Check for small metal objects in the handset earpiece/mouthpiece before using
the handset. Do not store or locate flammable liquids, gases, or explosive materials in the
same compartment or vicinity as the cordless handset, its parts or accessories.
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Polycom Kirk 5020-5040 User Guide Charger Information

Charger Information

Two types of chargers can be used for the handset. An ordinary charger and a USB charger. The USB charger supports a PC phone book management program, provided for the system administrator
Table 1-1 Charger Information.
Location Type Part Number
USA Ordinary charger 84642472
Countries outside the USA Ordinary charger 84642464
USA USB charger 84642473
Countries outside the USA USB charger 84642466
USA Power supply 84642471
EU Power supply 84642469
UK Power supply 84642470
All USB cable 84718504

Battery Information

Read the following information before you handle the batteries:
Do not leave a battery where it could be subjected to extremely high
temperatures.
Do not charge battery when the ambient room temperature is above
40°C/104°F or below 5°C/41°F.
Do not replace batteries in potentially explosive environments, such as
rooms where flammable liquids or gases are present.
The battery will explode if disposed of in a fire.
Do not charge batteries unless you use the approved charger and the
proper batteries.
Only use the original lithium battery type 84743418 (ICP73048) in the 5020
/ 5040 Handset. Do not use these batteries with other products. These
batteries were designed specifically for use with the 5020 / 5040 Handset
and the 5020 / 5040 charger ONLY. Improper use of the batteries may result
in explosion and fire hazard. Do not do anything that would cause the
battery to short circuit.
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Polycom Kirk 5020-5040 User Guide Getting Started
Do not let battery or charger come into contact with conductive metal
objects.
Do not attempt to take battery apart.
Power handset off before removing the battery.
Removing the Battery Protection Strip
1 To remove the battery, press down the back cover and slide it towards
the bottom of the handset.
2 Lift off back cover. 3 Remove the battery, and then remove the green slip from the bottom of
the battery.
Figure 1-1 Battery Protection Strip
Installing Battery
Before using the handset, it is necessary to install the battery. 1 To install battery press down back cover and slide it towards the bottom of
the handset.
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Polycom Kirk 5020-5040 User Guide Battery Information
2 Lift off back cover.
3 Insert battery with the label readable. Align the contacts of the battery with
the corresponding connectors on the battery compartment and insert in
the direction of the arrow.
Warning: Make sure that the contacts of the battery and the connectors of
the battery compartment are aligned before sliding the battery in the direction of the arrow.
4 Press back cover back in locked position (when you hear a click the back
cover is in position).
Note: The product label, including the CE logo, can be found in the battery compartment.
Charging Battery
When charging battery for the first time, it is necessary to leave handset in charger for 14-16 hours for the battery to be fully charged.
During normal operation, it takes approximately 6 hours to charge the handset from fully discharged to its full capacity. Turning the backlight off reduces charging time with approximately 2 hours (refer to “Turning Backlight Off” on
page 57).
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Polycom Kirk 5020-5040 User Guide Getting Started
á Place handset in charger.
For correct charging, be sure the room temperature is between 0°C/32°F and 40°C/104°F. Do not place the handset in direct sunlight. The battery has a built-in heat sensor which will stop charging if the battery temperature is too high.
If the handset is turned off when placed in charger, nothing indicates the charging. There will be no reaction on incoming calls.
If the handset is turned on when charging, the display shows the blue charging icon in the status bar. The charging icon is replaced by the green fully charged icon , when the battery is fully charged (when handset is removed from charger, the charging icon disappears). The handset will not vibrate. Auto answer is inactive. The handset reacts normally for incoming calls.
It is necessary to recharge battery when display shows the battery low icon , or if the handset cannot be turned on.

Battery Capacity

The capacity of the battery depends on the use of backlight and talk time. Battery capacity in active mode:
5020: up to 20 hours of talk time. 5040: up to 15 hours of talk time. Battery capacity in standby mode:
5020: 200 hours when display backlight is turned off. 5040: 100 hours when
5020: 100 hours when display backlight is set at dimmed. 5040: 60 hours
display backlight is turned off.
when display backlight is set at dimmed. For information about how to check battery capacity, refer to “Battery” on page
53.
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Polycom Kirk 5020-5040 User Guide Battery Disposal

Battery Disposal

Warning: Lithium lon batteries must be disposed of properly. Do not
dispose of the batteries in office or household waste.
Lithium lon batteries are recyclable. You can help preserve the environment by returning your unwanted batteries to your nearest recycling center for recycling or proper disposal.
Contact your system administrator for more information about battery disposal and recycling centers in your local area.
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B
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Polycom Kirk 5020-5040 User Guide About Your 5020 / 5040 Handset

About Your 5020 / 5040 Handset

Table 1-2 Handset Elements
Headset Connector (only 5020)
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Volume Control
Adjusts speaker volume.
Display
Shows call information, handset status icons and guides you through option menus.
Microphone
Polycom Kirk 5020-5040 User Guide Battery Disposal
E
F
G
H
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Table 1-3 Handset Keys
Left Softkey
On hook (idle)
On hook is the term used when handset is in standby mode.
Off hook (active)
Off hook is the term used when handset is in active mode.
Right Softkey
On hook (idle)
Off hook (active)
Redirect
On hook (idle)
Enters main menu.
OR
Confirms choices in menu.
OR
Turns handset off with a long (three second) key press.
Mutes microphone
Returns to previous menu.
Turns loadspeaker on.
Exits menu.
Off hook
Redirects calls.
(active)
On/Off Hook
Four-Way Navigation Key
On hook (idle)
Navigates menu.
OR
Adjusts volumes in menu.
OR
Moves cursor.
OR
Shortcuts to phone book, call register and missed call.
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Status Bar
Display Center
Softkey Text
Polycom Kirk 5020-5040 User Guide About Your 5020 / 5040 Handset
Table 1-3 Handset Keys
Off hook (active)
On hook (idle)

Handset Display

Shortcuts to phone book.
Keypad Lock/Unlock
Locks/unlocks keypad (Menu +
*).
The display is divided in three parts: Status bar, Display center and Softkey Text (see figure above).
The types of information shown in Status bar when:
on hook (idle) - display shows user ID, personal settings and time. If
bluetooth activated (only 5040), the bluetooth icon is visible. If wireless
headset connected (only 5040) the headset icon is visible.
off hook - display shows user ID. The types of information shown in Display center when:
on hook (idle) - display shows standby logo or call information when
receiving an incoming call
off hook - display shows a telephone icon. If a wireless headset is connected
to the handset (only 5040), the display shows a telephone icon if the audio
is in the handset, and it shows a headset icon if the audio is in the headset. The types of information shown in Softkey text when:
on hook (idle) - display shows
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Menu and Shortcut
Polycom Kirk 5020-5040 User Guide Handset Display
Menu: Menu gives access to the different functions of the handset. For
more information about the content of the menu, refer to “Using the
Menu” on page 30. For information about how to navigate the menu,
refer to “Navigating Handset” on page 18.
Shortcut: Personal shortcuts consist of functions you have chosen to add to
a list of shortcuts. For more information, refer to “Personal Shortcuts” on
page 20.
off hook - display shows various terms according to the context of the
specific function.

Status Icons

The following icons may appear in Status bar or Display center
Table 1-4 Handset Icons
The low signal icon indicates that the handset soon will be out of coverage.
The no signal icon indicates that handset is out of coverage, or that the system is busy (no speech channels available).
The low battery icon indicates that battery capacity is low.
The telephone icon will appear when you miss a call.
The telephone icon will appear when an external incoming call arrives.
The telephone icon will appear when an internal incoming call arrives
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Polycom Kirk 5020-5040 User Guide About Your 5020 / 5040 Handset
Table 1-4 Handset Icons
The telephone icon will appear when you make a call.
The telephone icon will appear when the handset is off hook or a call is connected.
The envelope icon will appear when you receive a message
The charging icon will appear when the handset is placed in charger.
The fully charged icon will appear when the battery is fully charged.
The key lock icon indicates that the entire keypad is locked.
The silent icon will appear when all sounds are disabled.
The loadspeaker icon will appear when loadspeaker is turned on
The mute icon will appear when mic mute is turned on. Mic mute is a abbreviation of microphone mute.
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Polycom Kirk 5020-5040 User Guide Navigating Handset
Table 1-4 Handset Icons
The bluetooth icon will appear when bluetooth is activated. However, when wireless headset is connected, the bluetooth icon disappears
The headset icon will appear when the wireless headset is connected.

Display Backlight

The display backlight automatically turns on when an incoming call or message arrives, or if a key is pressed.
The backlight turns off when the handset is idle after a preset period of time delay.
You can disable the backlight to save power, refer to “Turning Backlight Off”
on page 57 for more information.

Navigating Handset

The main part of the functions of the handset are grouped into different menus. In the following sections you will find a description of how to navigate these menus. For more information about the content of the different menus, refer to
“Using the Menu” on page 30.
You navigate the handset using two softkeys and a four-way navigation key. The figure below illustrates the connection between these keys and the text shown in display.
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Four-Way Navigation Key
Use the key to move around in menus. The four lines on the key illustrate the directions you move when pressing the key.
Right Softkey Pressing right softkey activates right softkey text.
Use right softkey to enter list of personal shortcuts. When in menu, use the key to return to previous menu.
Left Softkey Pressing left softkey activates left softkey text.
Use left softkey to enter main menu. When in menu, use the key to confirm your choices.
Polycom Kirk 5020-5040 User Guide About Your 5020 / 5040 Handset
The handset also offers both personal and predefined shortcuts to selected functions in the menu. In the end of this chapter, you will find a section describing how to use these shortcuts.
Entering Main Menu
á To enter main menu press left softkey to activate Menu.
Scrolling in Menus
á When in menu, press top or bottom of navigation key to scroll up and down
in menu.
Confirming Choices
á When in the relevant menu, press left softkey to confirm your choices.
Various terms are being used in the softkey text according to the context of the specific function.
Navigating Cursor
á When in the relevant menu, press left or right side of navigation key to
move cursor from side to side.
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Polycom Kirk 5020-5040 User Guide Navigating Handset
This is especially relevant when you are writing/editing words or
entering/editing numbers and want to delete a letter or digit. á To delete, simply place cursor behind letter or digit and press right softkey
to activate Delete.
Adjusting Volumes
á When in the relevant menu, press left or right side of navigation key to
adjust ringing and alerting volumes. á Press left side to turn volume down, or press right side to turn volume up.
Returning to Previous Menu
á When in menu, press right softkey to activate Back or Exit. You now return
to previous menu.
Leaving Menus
á To leave menu, press the R key. This key will exit menu at once.

Shortcuts

The handset contains two types of shortcuts:
Personal shortcuts
Personal shortcuts consist of functions you have chosen to add to a list of shortcuts. The list is assigned to the right softkey.
Predefined shortcuts
Predefined shortcuts are unchangeable and assigned to different keys on the handset.
Personal Shortcuts
By adding specific functions to the list of shortcuts, you get quick access to functions you often use.
Note: Personal shortcuts can only be used when handset is in standby mode (on hook).
In the following you will find a description of how to add, use and remove personal shortcuts.
To add a shortcut: 1 While on hook, press Shortcut to enter the shortcut function. 2 Scroll to Edit shortcuts and press Select. 3 Scroll to the function, you want to make a shortcut to.
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Polycom Kirk 5020-5040 User Guide About Your 5020 / 5040 Handset
4 Press Select to add the function to the list of personal shortcuts.
To use a shortcut: 1 While on hook, press Shortcut to enter the shortcut function. 2 Scroll to the desired shortcut and press Select.
To rem o ve a s hor tcut : 1 While on hook, press Shortcut to enter the shortcut function. 2 Scroll to Edit shortcuts and press Select. 3 Scroll to the desired shortcut and press Select to remove the function from
the list of shortcuts.
Predefined Shortcuts
Predefined shortcuts are unchangeable and assigned to different keys. In the following you will find a list of predefined shortcuts and a description of
how to access and use them. Call list (system dependent feature): While on hook, press left side of
navigation key to enter call list.
Incoming calls are illustrated with green arrows Outgoing calls are illustrated with blue arrows Missed calls are illustrated with red arrows
Exit menu
: When in menu, press R.
Find name: While on or off hook, press top or bottom of navigation key.
Press bottom of navigation key to start at the top of name list with the letter a.
Press top of navigation key to start at the bottom of name list with the letter z.
Keypad locked/unlocked: While on hook, press Menu followed by (Display shows the key lock icon followed by the text Keypad locked/unlocked).
Missed calls: While on hook, press right side of navigation key to enter a list of missed call.
Redirect a call: While on a call, press R. The feature is system dependent. Save name and number: While on hook, enter number and press Save.
Silent on/off
: While on hook, press Menu followed by #. (Display shows the
silent icon followed by the text Sient mode on/of, and a small icon is placed in status line).
Speed dial: While on hook, press digit equivalent to number of the contact in the speed dial list continuously until call is started.
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Polycom Kirk 5020-5040 User Guide Turning Handset On/Off

Basic Handset Options

Turning Handset On/Off

To turn handset on:
á Press left softkey to turn on handset.
To turn handset off: 1 Press left softkey until the question Turn off?’ appears in display. 2 Press Yes to confirm.
Note: When you turn handset off, all content of call register and settings of time and date are deleted if the subscribed system does not resend the information to the handset.

Adjusting Speaker Volume

Adjusting speaker volume can only be done when handset is off hook. The handset will remember the speaker volume until you make a new adjustment.
During a telephone conversion you can adjust the speaker volume at any time in relation to the noise level of the surrounding environment.
Use key placed at the upper right side of handset for volume control.
To turn speaking volume up:
á While off hook, press top of key to turn up volume.
To turn speaker volume down:
á While off hook, press bottom of key to turn down volume.

Locking Keypad

Lock keypad to prevent keys from being accidentally pressed.
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Polycom Kirk 5020-5040 User Guide Basic Handset Options
To lock/unlock keypad:
á Press Menu followed by to lock keypad. á Press Unlock followed by to unlock keypad.
To answer a call when keypad is locked, press . When you end the call, the keypad automatically locks.
For automatic keypad lock, refer to “Auto Key Lock” on page 56.
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Polycom Kirk 5020-5040 User Guide Locking Keypad

Making Calls

The handset must be subscribed and registered to make a call. For more information about subscribing, refer to “Creating a Login” on page 65.
For internal calls, dial extension number. Contact your system administrator for a list of these extension numbers.
For external calls, dial external code (or line pool code) to access an external line, then dial external number. Contact your system administrator to confirm what external code or line pool code to use.
Off Hook Dialling (Dial Directly) 1 Press to make a call. 2 Dial number. 3 Press to terminate the call.
On Hook Dialling (Pre-Dial) 1 Dial number. 2 Press to make a call. 3 Press to terminate the call.
Dial from Phone Book
The handset’s phone book is familiar to an ordinary phone book. However, the find name function makes it easy to find a contact as you can jump directly to the desired contact using the quick search as described below.
1 Press Menu to enter main menu. 2 Scroll to Phone Book and press Select. 3 Scroll to Find name and press Select. 4 To find a name you can: 5 Scroll until you reach the desired name. To scroll through the names
quickly press the navigation key continuously. 6 Use quick search by pressing the first letter(s) (max. 5 letters) of the desired
name (refer to “Using the Alphanumeric Keyboard” on page 33).
7 Press . 8 If more than one number: scroll to the desired number and press .
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Polycom Kirk 5020-5040 User Guide Making Calls
9 The display icon appears until call is connected. 10 Press again to terminate the call.
Note: For more information about using your phone book, refer to
“Phone Book” on page 33.

Dial from Call List

Call list shows up to 40 of your latest incoming, outgoing and missed calls (system dependent feature). When memory of call list is full, the handset will automatically erase the oldest call when a new call is received in call list.
Incoming calls are illustrated with green arrows
Outgoing calls are illustrated with blue arrows
Missed calls are illustrated with red arrows
To dial from call list: 1 While on hook, press left side of navigation key to enter call list. 2 Scroll to the desired name or number and press .
Note: When you turn off the handset, all content of call list is deleted if the subscribed system does not resend the information to the handset.

Dial from Call Register

The call register menu stores up to 40 of your incoming, outgoing and missed calls. The calls are classified in three groups: incoming calls, outgoing calls and missed calls.
If memory of call register is full, the handset will automatically erase the oldest call when a new call is received in call register. If you want to delete calls from call register manually, refer to “Delete” on page 41.
To dial from call register: 1 Press Menu to enter main menu. 2 Scroll to Call register and press Select. 3 Scroll to the desired list and press Select. 4 Scroll to the desired name or number and press .
For more information about call register, refer to “Call Register” on page 38.
Note: When you turn off the handset, all content of call register is deleted if the subscribed system does not resend the information to the handset.
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Polycom Kirk 5020-5040 User Guide Dial from Call Register
Redial 1 Press Menu to enter main menu. 2 Scroll to Call register and press Select. 3 Scroll to Outgoing calls and press Select. 4 Scroll to the desired name or number and press .
Speed Dial
If you have assigned a number to one of the speed-dialing keys 0-9, do the following:
á While on hook, press digit equivalent to number of the contact in the speed
dial list continuously until call is started.
Note: For more information about adding number to speed dial, refer to
“Adding to Speed Dial” on page 35.
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Polycom Kirk 5020-5040 User Guide Answering Calls

Answering Calls

The handset must be subscribed and registered to answer a call. For more information about subscribing, refer to “Creating a Login” on page 65.
When handset rings, display shows the icon for incoming calls and the caller information appears below if supported by the subscribed system.
Press to answer a call when your handset rings.
. Note: You can distinguish between an internal and external call by the ring
tone. The ring tone of an internal call is followed by three short beeps (system dependent feature).
Auto Answer
When auto answer is turned on, the handset automatically goes off hook when an incoming call arrives.
If subscribed to a wireless solution, the handset automatically goes on hook when calls are terminated.
1 Press Menu to enter main menu. 2 Scroll to Settings and press Select. 3 Scroll to Auto answer and press Select. 4 Scroll to On or Off and press Change.
Note: When charging, auto answer is inactive.
Mute a Call
á Press
Reject a Call
á Press Reject to refuse the call. The rejected call is registered as a missed call.
Silence and the ring signal is muted.
Note: Rejecting a call is system dependent. If supported by the subscribed system, do the following:
Redirect a Call
Note: Redirecting a call is system dependent. If supported by the subscribed system, do the following:
1 While on a call, press R.
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