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.
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.
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.
Polycom, Inc. 7
Polycom Kirk 5020-5040 User GuideCharger 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 1-1Charger Information.
LocationTypePart Number
USAOrdinary charger84642472
Countries outside the USAOrdinary charger84642464
USAUSB charger84642473
Countries outside the USAUSB charger84642466
USAPower supply84642471
EUPower supply84642469
UKPower supply84642470
AllUSB cable84718504
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.
8 Polycom, Inc.
Polycom Kirk 5020-5040 User GuideGetting 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.
1To install battery press down back cover and slide it towards the bottom of
the handset.
Polycom, Inc. 9
Polycom Kirk 5020-5040 User GuideBattery Information
2Lift off back cover.
3Insert 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.
4Press 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).
10 Polycom, Inc.
Polycom Kirk 5020-5040 User GuideGetting 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.
Polycom, Inc. 11
Polycom Kirk 5020-5040 User GuideBattery 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.
12 Polycom, Inc.
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J
C
A
B
D
C
D
E
G
H
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J
F
A
B
C
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Polycom Kirk 5020-5040 User GuideAbout Your 5020 / 5040 Handset
About Your 5020 / 5040 Handset
Table 1-2Handset Elements
Headset Connector (only 5020)
Polycom, Inc. 13
Volume Control
Adjusts speaker volume.
Display
Shows call information, handset status icons and guides you through
option menus.
Microphone
Polycom Kirk 5020-5040 User GuideBattery Disposal
E
F
G
H
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Table 1-3Handset 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.
14 Polycom, Inc.
J
Status Bar
Display Center
Softkey Text
Polycom Kirk 5020-5040 User GuideAbout Your 5020 / 5040 Handset
Table 1-3Handset 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
Polycom, Inc. 15
Menu and Shortcut
Polycom Kirk 5020-5040 User GuideHandset 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 1-4Handset 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
16 Polycom, Inc.
Polycom Kirk 5020-5040 User GuideAbout Your 5020 / 5040 Handset
Table 1-4Handset 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.
Polycom, Inc. 17
Polycom Kirk 5020-5040 User GuideNavigating Handset
Table 1-4Handset 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.
18 Polycom, Inc.
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 GuideAbout 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.
Polycom, Inc. 19
Polycom Kirk 5020-5040 User GuideNavigating 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:
1While on hook, press Shortcut to enter the shortcut function.
2Scroll to Edit shortcuts and press Select.
3Scroll to the function, you want to make a shortcut to.
20 Polycom, Inc.
Polycom Kirk 5020-5040 User GuideAbout Your 5020 / 5040 Handset
4Press Select to add the function to the list of personal shortcuts.
To use a shortcut:
1While on hook, press Shortcut to enter the shortcut function.
2Scroll to the desired shortcut and press Select.
To rem o ve a s hor tcut :
1While on hook, press Shortcut to enter the shortcut function.
2Scroll to Edit shortcuts and press Select.
3Scroll 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.
Polycom, Inc. 21
Polycom Kirk 5020-5040 User GuideTurning 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:
1Press left softkey until the question‘Turn off?’ appears in display.
2Press 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.
22 Polycom, Inc.
Polycom Kirk 5020-5040 User GuideBasic 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.
Polycom, Inc. 23
Polycom Kirk 5020-5040 User GuideLocking 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)
1Press to make a call.
2Dial number.
3Press to terminate the call.
On Hook Dialling (Pre-Dial)
1Dial number.
2Press to make a call.
3Press 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.
1Press Menu to enter main menu.
2Scroll to Phone Book and press Select.
3Scroll to Find name and press Select.
4To find a name you can:
5Scroll until you reach the desired name. To scroll through the names
quickly press the navigation key continuously.
6Use quick search by pressing the first letter(s) (max. 5 letters) of the desired
name (refer to “Using the Alphanumeric Keyboard” on page 33).
7Press .
8If more than one number: scroll to the desired number and press .
24 Polycom, Inc.
Polycom Kirk 5020-5040 User GuideMaking Calls
9The 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:
1While on hook, press left side of navigation key to enter call list.
2Scroll 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:
1Press Menu to enter main menu.
2Scroll to Call register and press Select.
3Scroll to the desired list and press Select.
4Scroll 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.
Polycom, Inc. 25
Polycom Kirk 5020-5040 User GuideDial from Call Register
Redial
1Press Menu to enter main menu.
2Scroll to Call register and press Select.
3Scroll to Outgoing calls and press Select.
4Scroll 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.
26 Polycom, Inc.
Polycom Kirk 5020-5040 User GuideAnswering 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.
1Press Menu to enter main menu.
2Scroll to Settings and press Select.
3Scroll to Auto answer and press Select.
4Scroll 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.
Silenceand 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:
1While on a call, press R.
Polycom, Inc. 27
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