Polycom Documentation
Copyright © 2018, Polycom, Inc. All rights reserved. No part of this document may be reproduced, translated into
another language or format, or transmitted in any form or by any means, electronic or mechanical, for any purpose,
without the express written permission of Polycom, Inc
6001 America Center Drive
San Jose, CA 95002
USA
Printed from Polycom, Inc. (http://documents.polycom.com)
1. Copyright and Trademark. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2. Before You Begin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Audience, Purpose, and Required Skills. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Related Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
3. Getting Started with Polycom Trio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Product Overview of Polycom Trio. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Polycom Trio Hardware. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Navigating Polycom Trio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Accessing Screens on Polycom Trio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Icons and Status Indicators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Enter Information Using the Onscreen Keyboard. . . . . . . . . . . . . . . . . . . . . . . . . . 19
Change the Phone Language and Keyboard Layouts. . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Close the Onscreen Keyboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
4. Logging Into and Locking the System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Logging in to Polycom Trio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Locking Polycom Trio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
5. Audio Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Placing Audio Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Place an Audio Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Place an International Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Place a Call from Recent Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Call a Favorite. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Place a Call over Bluetooth. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Calling Contacts from the Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Place a Call from a Locked Phone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Placing Intercom Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Redial a Number. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Answering Audio Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Answer an Incoming Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Answer a Call When in a Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Answer Calls Automatically. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Answer a Call on a Locked Phone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Answer an Intercom Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Decline an Incoming Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
End an Audio Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Holding and Resuming Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Transferring Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Forwarding Incoming Calls to a Contact. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Rejecting Calls with Do Not Disturb. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
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Managing Multiple Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Mute the Microphones. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Unmute the Microphone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
6. Conference Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
7. Video Calls on Polycom Trio Systems. . . . . . . . . . . . . . . . . . . . . . . . 47
Tips for Video Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Video Call Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Place a Video Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Stop Sending Video. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Start Video During an Audio Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Adjust the Camera Position During a Call. . . . . . . . . . . . . . . . . . . . . . 51
Adjust Video Quality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Switch Between Video and Content during Video Calls. . . . . . . . . . . . 52
Handling a Mixture of Audio and Video Calls . . . . . . . . . . . . . . . . . . . 53
Camera Presets on Polycom Trio . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Store Camera Presets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Rename Stored Camera Presets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
8. Recording Audio Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Guidelines when Recording Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Record a Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Pause a Recording. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Resume a Recording. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Stop Recording. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Browse Recorded Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Play a Recorded Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Pause and Resume Played Recordings. . . . . . . . . . . . . . . . . . . . . . . . 59
Stop Playing a Recording. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Rename a Recording. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Delete a Recording. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
9. Sharing Content on Polycom Trio. . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Sharing Content with RealPresence Desktop or Mobile. . . . . . . . . . . . 61
Sharing Content with People+Content IP. . . . . . . . . . . . . . . . . . . . . . . 61
Sharing Content from an Apple Device. . . . . . . . . . . . . . . . . . . . . . . . 63
Sharing Content from a Windows or Android Device. . . . . . . . . . . . . . 64
10. Using the Calendar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Open the Calendar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
View Meeting Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
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Meeting Reminders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Joining Calendar Meetings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
11. Call Lists and Directories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Recent Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Local Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Local Directory Favorites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Corporate Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Searching the BroadSoft Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
12. Voicemail and Pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Access Voicemail Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Receiving Messages with Group Paging. . . . . . . . . . . . . . . . . . . . . . . 79
Listen to Pages during Active Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Receiving Pages When You're Not in an Active Call. . . . . . . . . . . . . . . . . . 81
13. Connecting Bluetooth and USB Devices. . . . . . . . . . . . . . . . . . . . . 82
Connecting Devices using Bluetooth. . . . . . . . . . . . . . . . . . . . . . . . . . 82
Make the System Visible to Nearby Bluetooth Devices. . . . . . . . . . . . . . . . 82
Connect a Bluetooth Device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Connect a Bluetooth Device Using Near Field Communication. . . . . . . . . . 83
Play Audio from a Bluetooth Device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Connecting a Device using a USB Cable. . . . . . . . . . . . . . . . . . . . . . . 84
Minimum Hardware and Software Laptop Requirements. . . . . . . . . . . . . . . 85
Connect a USB Device or Laptop. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Setting Polycom Trio as Your Audio Device. . . . . . . . . . . . . . . . . . . . . . . . . 86
14. Polycom Trio Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Password Required to Customize Your Phone. . . . . . . . . . . . . . . . . . . 88
Time and Date Display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Set the Language. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Backlight Intensity and Timeout. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Format Numbers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Power-Saving Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Control Where Audio Plays. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Set a Ringtone for Incoming Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
15. Maintaining Polycom Trio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Investigate Warnings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Restart Your Phone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Update the Phone's Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Test the Hardware. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
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Clean the Touchscreen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
16. Accessibility Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Features for Hearing-Impaired Users. . . . . . . . . . . . . . . . . . . . . . . . . . 98
Features for Mobility-Impaired Users. . . . . . . . . . . . . . . . . . . . . . . . . . 99
Features for Vision-Impaired and Blind Users. . . . . . . . . . . . . . . . . . 100
17. Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Check the Status of Polycom Trio Visual+. . . . . . . . . . . . . . . . . . . . . 102
Check the Status of the Calendar. . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Tips for Resolving Content Sharing Issues. . . . . . . . . . . . . . . . . . . . . 103
Tips for Resolving Camera Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Set Log Levels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Reset the Phone to Factory Defaults. . . . . . . . . . . . . . . . . . . . . . . . . 104
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Copyright and Trademark
Copyright© 2018, Polycom, Inc. All rights reserved. No part of this document may be reproduced,
translated into another language or format, or transmitted in any form or by any means, electronic or
mechanical, for any purpose, without the express written permission of Polycom, Inc.
6001 America Center Drive
San Jose, CA 95002
USA
Trademarks Polycom®, the Polycom logo and the names and marks associated with Polycom
products are trademarks and/or service marks of Polycom, Inc. and are registered and/or common law
marks in the United States and various other countries.
All other trademarks are property of their respective owners. No portion hereof may be reproduced or
transmitted in any form or by any means, for any purpose other than the recipient's personal use,
without the express written permission of Polycom.
End User License Agreement By installing, copying, or otherwise using this product, you
acknowledge that you have read, understand and agree to be bound by the terms and conditions of
the End User License Agreement for this product. The EULA for this product is available on the
Polycom Support page for the product.
Patent Information The accompanying product may be protected by one or more U.S. and foreign
patents and/or pending patent applications held by Polycom, Inc.
Open Source Software Used in this Product This product may contain open source software. You
may receive the open source software from Polycom up to three (3) years after the distribution date of
the applicable product or software at a charge not greater than the cost to Polycom of shipping or
distributing the software to you. To receive software information, as well as the open source software
code used in this product, contact Polycom by email at mailto:OpenSourceVideo@polycom.com (for
video products) or mailto:OpenSourceVoice@polycom.com (for voice products).
Disclaimer While Polycom uses reasonable efforts to include accurate and up-to-date information in
this document, Polycom makes no warranties or representations as to its accuracy. Polycom assumes
no liability or responsibility for any typographical or other errors or omissions in the content of this
document.
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Limitation of Liability Polycom and/or its respective suppliers make no representations about the
suitability of the information contained in this document for any purpose. Information is provided "as is"
without warranty of any kind and is subject to change without notice. The entire risk arising out of its
use remains with the recipient. In no event shall Polycom and/or its respective suppliers be liable for
any direct, consequential, incidental, special, punitive or other damages whatsoever (including without
limitation, damages for loss of business profits, business interruption, or loss of business information),
even if Polycom has been advised of the possibility of such damages.
Customer Feedback We are striving to improve our documentation quality and we appreciate your
feedback. Email your opinions and comments to mailto:DocumentationFeedback@polycom.com.
Polycom Support Visit the Polycom Support Center for End User License Agreements, software
downloads, product documents, product licenses, troubleshooting tips, service requests, and more.
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Before You Begin
This Polycom Trio Solution User Guide contains overview information for navigating and performing
tasks with the following Polycom Trio™ Solution products:
•
Polycom Trio™ 8500 audio conferencing system
•
Polycom Trio™ 8800 audio conferencing system
•
Polycom Trio™ Visual+ content and video accessory.
Note The Polycom Trio 8500 and Polycom Trio 8800 systems and Polycom Trio Visual+
accessory are also known as Polycom RealPresence Trio 8500, Polycom RealPresence
Trio 8500, and Polycom RealPresence Trio Visual+.
Audience, Purpose, and Required Skills
This guide is intended for beginning users, as well as intermediate and advanced users, who want to
learn more about the features available with Polycom Trio.
Related Topics
Before You Begin
Related Documentation
To find all Polycom partner solutions, see
Strategic Global Partner Solutions.
For additional information about the Polycom Trio 8500 or Polycom Trio 8800, view the following
documents on Polycom Support.
•
Quick Tips—Provides a quick reference on how to use the system's most basic features.
•
Setup Sheet—Describes the contents of your package, how to assemble the solution, and how
to connect the system to the network.
•
Administrator Guide—Provides detailed information about setting up your network and
configuring features.
•
Regulatory Notice—Provides information for all regulatory and safety guidance.
Related Topics
Before You Begin
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Getting Started with Polycom Trio
Before you use your phone, take a few moments to familiarize yourself with its features and user
interface.
Note As you read this guide, keep in mind that certain features are configurable by your
system administrator or determined by your network environment. As a result, some
features may not be enabled or may operate differently on your device. Additionally, the
examples and graphics in this guide may not directly reflect what is displayed or is
available on your device screen.
Product Overview of Polycom Trio
The Polycom Trio Solution supports audio-only conference calls with Open-SIP voice platforms along
with point-to-point, bridge, and video calls.
The following are the features available on Polycom Trio 8500 and Polycom Trio 8800 systems.
Polycom Trio 8500 Features and Capabilities
The Polycom Trio 8500 system supports the following features:
•
Placing, answering, and managing audio calls
•
Initiating, joining, and managing audio conference calls
•
Recording audio calls with USB flash drives
•
Viewing and joining scheduled Calendar meetings
•
Managing contacts, call lists, and directories
•
Adjusting call and system settings
•
Pairing with Bluetooth-enabled devices
•
Checking voicemail messages
•
Connecting to a computer over USB
•
Sharing content during video calls
•
Placing, answering, and managing video calls
•
Pairing with the Polycom Trio Visual+ content and video accessory
•
Placing video calls with a Polycom® EagleEye™ Mini USB camera or Logitech C930e webcam
•
Adjusting the camera and setting camera presets for a connected USB camera
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Polycom Trio 8800 Features and Capabilities
The Polycom Trio 8800 system supports the following features:
•
Placing, answering, and managing audio calls
•
Initiating, joining, and managing audio conference calls
•
Recording audio calls with USB flash drives
•
Viewing and joining scheduled Calendar meetings
•
Managing contacts, call lists, and directories
•
Adjusting call and system settings
•
Checking voicemail messages
•
Connecting to a computer over USB
•
Sharing content during video calls
•
Sharing content from Apple® AirPlay® or Miracast®-certified devices
•
Placing, answering, and managing video calls
•
Pairing with Bluetooth and Near Field Communication (NFC)-enabled devices
•
Connecting to a wireless network
•
Pairing with the Polycom Trio Visual+ content and video accessory
•
Placing video calls with a Polycom® EagleEye™ Mini USB camera or Logitech C930e webcam
•
Placing video calls with a Polycom® EagleEye™ IV USB camera or Polycom® EagleEye™
Director II camera system
•
Adjusting the camera and setting camera presets for a connected USB camera
Related Topics
Getting Started with Polycom Trio
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Polycom Trio Hardware
The following figure displays the hardware features on the Polycom Trio 8500 and Polycom Trio 8800
systems. The table lists each numbered feature shown in this figure.
Figure 1. Polycom Trio Hardware Features
Table 1. Hardware Feature Descriptions
Referenc
e Number
Feature Feature Description
1
Speaker and
Microphones
Sends your audio to call participants and provides audio output for the
ringer and speakerphone.
2
USB Device
Port
Enables you to connect computer using a USB cable to use the system
as a speakerphone for calls or to show content.
3
USB Host
Port
Enables you to connect a USB flash drive to the system to record calls.
4 Volume keys Adjust the volume of the audio from the speakerphone and ringer.
5 Mute key
Mutes the microphones during calls and conferences. The key glows
red when activated.
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Referenc
e Number
Feature Feature Description
6 Touchscreen
Enables you to select items and navigate menus on the touch-sensitive
screen.
7 NFC
Enables you to connect a Bluetooth-capable mobile phone or tablet
using Near Field Communication (NFC).
NFC is supported on Polycom Trio 8800 only.
Related Topics
Product Overview of Polycom Trio
Connecting a Device using a USB Cable
Features for Mobility-Impaired Users
Navigating Polycom Trio
The phone has icons, status indicators, and user screens to help you navigate and understand
important information on the state of your phone.
Related Topics
Getting Started with Polycom Trio
Accessing Screens on Polycom Trio
You can access the following screens on your phone:
•
Home Screen—Displays your messages, settings, and information.
•
Calls Screen—Displays all active and held calls on your line.
•
Place a Call screen—Enables quick access to the dial pad, Recent Calls, Contacts, and
Calendar.
Related Topics
Navigating Polycom Trio
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Access the Home Screen
The Home screen on Polycom Trio displays the icons you can select to access features, settings, and
other information; additional registered lines; and favorites you can save to quickly call contacts.
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Figure 1. Home Screen
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Procedure
•
Do one of the following:
◦
Tap
◦
Tap
and tap
Related Topics
Accessing Screens on Polycom Trio
Expand or Contract the Home Screen
You can use the Page Indicator to control how many icons display on the Home screen.
The Page Indicator displays on the Home screen beneath the menu options and indicates the page
you are currently viewing.
Procedure
•
On the Home Screen, press and hold the Page Indicator.
Related Topics
Accessing Screens on Polycom Trio
Accessing the Place a Call Screen
The Place a Call screen on Polycom Trio is displayed when you tap the Place a Call icon on the Home
Screen or when the system is idle and not in use, if set by your system administrator.
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From the Place a Call screen, you can access the dial pad, Contacts, Recent Calls, and the Calendar,
as shown in the following figure.
Figure 1. Place a Call screen
Related Topics
Accessing Screens on Polycom Trio
Accessing the Calls Screen
The Calls screen on Polycom Trio is displayed automatically when you place a call and you have an
active call in progress.
When you have an active call in progress, the name and number of the contact you are talking with
and the duration of the call is displayed in the Calls screen, as shown next.
Figure 1. Active call on the Calls screen
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You can also view active and held calls in progress on the system, as shown next. If the system has
multiple lines, active and held calls display under the associated line.
Figure 2. Multiple calls on the Calls screen
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Related Topics
Accessing Screens on Polycom Trio
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Icons and Status Indicators
The following table displays the icons and status indicators that display on Polycom Trio.
Table 1. Icons and Status Indicators
Icon Description Icon Description
Registered Line
Do Not Disturbed
enabled
Unregistered Line
Call Forwarding
enabled
Active Call
Wireless status
(Polycom Trio 8800
only)
USB device attached Paired Device
Missed Call Bluetooth
Placed Call Received Call
Related Topics
Navigating Polycom Trio
Enter Information Using the Onscreen Keyboard
The onscreen keyboard enables you to enter information into text fields using the touchscreen.
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The onscreen keyboard displays on screen automatically when a text field is shown. When a text field
requires only numbers, the onscreen keyboard displays only numbers.
•
Displays alphabetical letters
•
Shifts to uppercase letters
•
Shifts to lowercase letters
•
Displays numbers and punctuation marks
•
Displays special characters
Procedure
1 Tap a text field.
2 Tap each character you want to enter.
Related Topics
Getting Started with Polycom Trio
Change the Phone Language and Keyboard Layouts
When you set the phone language and country, the phone uses the default keyboard layout for that
language. For example, setting the phone language to French sets the phone to the AZERTY keyboard
layout. You can enable multiple languages for the phone and switch between keyboard layouts.
Procedure
1 On the phone's keyboard, long-press and release the comma key and choose Input
Languages.
2 Uncheck Use System Language.
3 Select one or more available languages and press the Back arrow. Each language you select is
enabled along with its default keyboard layout.
When you enable more than one language, a globe key displays on the phone keyboard.
4 Do one of the following:
•
Long-press the globe key to view and choose from a list of enabled languages. The phone
uses the default keyboard layout for the language you choose.
•
Short-press the globe key to rotate through enabled languages. The space bar displays the
current language and keyboard layout.
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Related Topics
Enter Information Using the Onscreen Keyboard
Close the Onscreen Keyboard
When you are done entering information into a text field, or you want to exit the current screen and
return to the previous screen, close the onscreen keyboard.
Procedure
•
Tap Done.
Related Topics
Enter Information Using the Onscreen Keyboard
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Logging Into and Locking the System
You can log in to and lock a Polycom Trio system with your user credentials provided by your system
administrator.
Logging in to Polycom Trio
Logging in to Polycom Trio
If your system administrator has set up user credentials for your phone, you can log in to a phone and
access your contacts or favorites, settings, and calendar, if enabled.
You can view your personal settings from any phone or system within your organization. Contact your
system administrator for your user credentials.
Note Some of the features described in this section require access to the Basic settings menu.
If your phone requires a password to access the Basic settings menu, contact your
system administrator for assistance.
Related Topics
Logging Into and Locking the System
Log In to a Phone
Depending on how your system administrator set up the User Login feature, you may need to log in to
a Polycom phone before you can use one.
By default, Polycom devices do not require you to log in before you can use them. However, if you do
not log in, you see the default profile. When you log in, you have full access to your personal settings
and your directory. Any settings you change while logged in to a public phone are saved and displayed
the next time you log in to any phone.
Procedure
1 Select Login.
2 Do one of the following:
•
If you see the User Login screen, proceed to step 3.
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•
If you do not see the User Login screen, navigate to Settings > Features > User Login >
Log In.
3 From the User Login screen, enter your user ID and password, and select Log In.
When your login credentials are accepted, your personal profile displays. If your credentials are
not accepted, a message indicating your log in failed is displayed, and the User Login screen is
displayed again. Check with your system administrator to confirm your login credentials.
Log Out of the Phone
After you finish using a public phone, make sure you log out to prevent access to your personal
settings.
Procedure
1 Select Log Out or navigate to Settings > Features > User Login > Log Out.
The Log Out screen is displayed with a confirmation message.
2 Select Yes.
Your personal profile is no longer accessible, and either the User Login screen displays for the
next user or the default profile displays.
Change Your Login Password
You can change your login password from any phone on your network.
Procedure
1 Log in to a phone on your network.
2 Navigate to Settings > Features > User Login > Change User Login Password.
3 On the Change User Login Password screen, enter your old and new password information
and select Enter.
Your password is changed. The next time you log in to a phone, you need to enter your new
password.
Locking Polycom Trio
Locking Polycom Trio
If your system administrator has set up to system to lock when it is not in use, you will need to unlock it
before you can use the system.
Your system administrator provides you with a user password that you can use to unlock Polycom Trio.
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When the system is locked, you can:
•
Place outgoing calls to emergency and authorized numbers.
•
Enter a password to answer incoming calls.
Related Topics
Logging Into and Locking the System
Place a Call from a Locked Phone
Answer a Call on a Locked Phone
Lock the Phone
When you lock the system, you can choose to enable one of the following options:
•
Allowing ringing when locked—incoming calls ring on the system, and you can answer calls by
entering a user password.
If you set up the system to allow you to answer incoming calls when locked, you can answer
calls by entering your user password.
•
DND when locked—Do Not Disturb applies to all lines and the system does not ring for
incoming calls.
Procedure
1 Navigate to Settings > Basic > Lock Phone.
2 On the Lock Phone screen, select a setting.
3 Select Lock.
Unlock the Phone
Your system administrator provides you with a user password that you can use to unlock Polycom Trio
systems.
Procedure
1 Select Unlock.
2 Enter your user password, or guest PIN if signed in as a guest on a host phone, and select
Unlock.
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Change Your User Password
You can change your user password at any time from the Advanced settings menu on Polycom Trio.
The Advanced settings menu requires a password to access the menu options. Ask your system
administrator for the password if you cannot access menu.
Procedure
1 Navigate to Settings > Advanced.
2 Enter your user password and select Enter.
3 On the Advanced screen, select Change User Password.
4 On the Change User Password screen, enter your old and new user password and select
Enter.
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Audio Calls
By default, the Polycom Trio system has one registered line. You can manage a maximum of 12 active,
incoming, or held audio calls at a time on the line. However, you can have only one active call in
progress with numerous other incoming calls or calls on hold.
Placing Audio Calls
You can place calls on Polycom Trio in numerous ways, including local and international calls, calls
from Recent Calls or directories, calls to contacts or favorites, or calls to authorized numbers on a
locked phone.
Related Topics
Audio Calls
Place an Audio Call
On Polycom Trio, you can call a contact using a number or IP address using the dialpad or onscreen
keyboard.
Procedure
1 Select Place a Call.
2 Enter your contact's number, or tap the onscreen keyboard
and enter an IP address.
3 Tap .
Related Topics
Placing Audio Calls
Place a Video Call
Place an International Call
You can place calls to international phone numbers on Polycom Trio.
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Procedure
1 On the dial pad, quickly press the star key * twice.
A plus sign + is displayed.
2 Enter the phone number with the country code and tap .
Related Topics
Placing Audio Calls
Place a Call from Recent Calls
You can place calls to contacts from the Recent Calls list, which contains calls that were recently
placed, answered, or missed.
Procedure
1 Do one of the following: .
•
From the Home screen, select
Recent Calls.
•
From the Place a Call screen, tap
.
2 Select a contact.
The call is placed automatically after you select a contact.
Related Topics
Placing Audio Calls
Recent Calls
Call a Favorite
Contacts you add as favorites display at the bottom of the Home screen with an avatar. You can place
a call to favorites by selecting a favorite on the Home screen.
Procedure
•
On the Home screen, tap a favorite.
The call is placed to the favorite automatically.
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Related Topics
Placing Audio Calls
Place a Call over Bluetooth
When a Polycom Trio system is paired and connected with a Bluetooth-enabled mobile phone or
tablet, you can place a call on your device and use the system as a speakerphone for the call.
Procedure
1 Connect your device with the system over Bluetooth.
2 On your device, place a call to a contact and select Polycom Trio as your audio source..
Related Topics
Placing Audio Calls
Connecting Devices using Bluetooth
Calling Contacts from the Directory
Calling Contacts from the Directory
Related Topics
Placing Audio Calls
Call a Contact from a Directory
You can place a call to a contact directly from your directory or you can select contacts in your
directory to call from the Place a Call screen.
Procedure
1 Do one of the following:
•
Navigate to Contacts and select a directory.
•
Navigate to Place a Call, tap
, and select a directory.
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2 Select a contact.
3 From the Details screen, tap
next to the number you want to call.
Call a Contact from a Directory Search
You can search for and call contacts from the Search screen in your directory.
Procedure
1 Select Contacts and select a directory.
2 In the Search field, enter your contact's first or last name.
3 Select your contact.
4 In the Details screen, tap
next to the number you want to call.
Place a Call from a Locked Phone
When the phone is locked, you can place outgoing calls only to emergency numbers, such as 911 and
authorized numbers that your system administrator can set up. You cannot call any other numbers
from a locked phone.
Procedure
1 Select New Call.
2 From the Place an Authorized Call screen, select a number and select Dial.
Related Topics
Placing Audio Calls
Locking Polycom Trio
Placing Intercom Calls
Placing Intercom Calls
The Intercom feature enables you to place a call to a contact that is answered automatically on the
contact's phone as long as the contact is not in an active call.
If the contact is in an active call, the contact can choose to answer the intercom call, or the intercom
call is answered automatically after the active call ends.
Check with your system administrator to find out if this feature is available on your phone.
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Related Topics
Placing Audio Calls
Answer an Intercom Call
Place an Intercom Call
You can place an intercom call from Polycom Trio to quickly relay a message to a contact.
Note Your system administrator can set up your phone to automatically call a specific contact
when you select Intercom. If your phone is set up this way, select Intercom and wait for
your contact to answer before speaking your message.
Procedure
1 Select Intercom.
2 Enter a number or select a contact.
3 Tap
.
The phone plays a tone and the call is answered automatically on the contact's phone.
4 After the call is answered, speak your message then select
Hang Up.
Place an Intercom Call During a Call
You can place an intercom call to another contact during an active call.
Procedure
1 Select Hold > Intercom.
The active call is placed on hold and the dialpad is displayed.
2 Enter a number or select a contact.
3 Tap .
The phone plays a tone and the call is answered automatically on the contact's phone.
4 After the call is answered, speak your message and select
Hang Up.
5 Select
Resume.
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