Polycom VVX 300 Series, VVX 400 Series, VVX 500 Series, VVX 6000, VVX 600 Series User Manual

First Communications
Cloud IP PBX User Guide
(Polycom)
2017
First Communications Cloud IP PBX User Guide (Polycom)
1
Contents
Introduction ......................................................................................................................................... 3
General Phone Operations .............................................................................................................. 4
Polycom VVX 300 Series ................................................................................................................ 4
Polycom VVX 300 Series Quick Reference Guide ............................................................... 5
Polycom VVX 400 Series ................................................................................................................ 6
Polycom VVX 400 Series Quick Reference Guide ............................................................... 7
Polycom VVX 500/600* Series ...................................................................................................... 8
Polycom VVX 500/600 Series Quick Reference Guide ....................................................... 9
Polycom VVX 6000 ....................................................................................................................... 10
Transferring a Call ............................................................................................................................. 11
Attended vs. Unattended .......................................................................................................... 11
Blind Transfer .................................................................................................................................. 11
Parking and Retrieving a Call ........................................................................................................ 12
Parking a Call ................................................................................................................................ 12
Retrieving a Call ........................................................................................................................... 12
Voicemail ........................................................................................................................................... 13
Setting up & Logging into the General Voicemail ................................................................ 13
Recording a General Greeting ............................................................................................. 13
Setting up Personal Voicemail ................................................................................................... 14
Recording a Personal Greeting ............................................................................................. 14
Checking Voicemail Remotely.................................................................................................. 15
Voicemail Options Flow .............................................................................................................. 16
Web Portal ......................................................................................................................................... 17
Dashboard ..................................................................................................................................... 17
Phone Tab .................................................................................................................................. 17
User Tab ...................................................................................................................................... 17
Calls Tab ..................................................................................................................................... 18
Call Settings Tab........................................................................................................................ 18
Phone Details Tab ..................................................................................................................... 18
Group Profile Tab .......................................................................................................................... 19
First Communications Cloud IP PBX User Guide (Polycom)
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Group Services Tab ...................................................................................................................... 19
Group Services: Auto Attendant ........................................................................................... 20
Group Services: Hunt Group .................................................................................................. 20
Group Services: Feature Access Codes (FAC) ................................................................... 21
Disaster Redirect ........................................................................................................................... 22
Call Details ..................................................................................................................................... 23
Changing Music on Hold ................................................................................................................ 24
Auto-Attendant ................................................................................................................................ 26
Setting up Auto-Attendant Greeting ....................................................................................... 26
First Communications Cloud IP PBX User Guide (Polycom)
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Introduction
Thank you for choosing First Communications as your hosted phone provider.
This document describes the features of your Cloud IP PBX software, phone and web management portal,
This guide will help you get up and running with your new phone system as soon as possible. It will help you solve most common frequent issues that customers tend to come across.
To access the Cloud IP PBX Web Management Portal, click here
https://portal1.mycloudpbx.firstcomm.com/auth/login/.
If after referring to this guide you’re still having a problem with your Cloud IP PBX phone system, please contact customer care at 800-860-2934.
First Communications Cloud IP PBX User Guide (Polycom)
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#
Item
Description
1
Screen
Enables you to view menus and data
2
Message Waiting Indicator
Flashes red to indicate when you have new messages 3
Line Keys
Enables you to select a phone line, view calls on a line, or call a favorite contact
4
Home Key
Displays the home screen from other screens
5
Soft Keys
Enables you to select context sensitive keys that displays along the bottom of the screen
6
Navigational/Select Pad
Scrolls through information o options displayed on the screen
7
Key Pad
Enter numbers, letters, and special characters
8
Headset Key
Enables you to place and receive calls through a headset
9
Speakerphone Key
Enables you to place and receive calls using speakerphone
10
Mute Key
Mute local audio during calls and conferences
11
Volume Key
Adjust the volume of the headset, handset, speaker, and ringer
12
Hold Key
Holds an active call or resumes a held call
13
Messages Key
Enables you to access and manage instant and voice messages
14
Transfer Key
Transfer an active call to contact
3
4 5 6
10
11
12
13
14
3
General Phone Operations
Polycom VVX 300 Series
First Communications Cloud IP PBX User Guide (Polycom)
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Polycom VVX 300 Series Quick Reference Guide
Soft Keys
The four buttons immediately below the LCD display are soft keys. Each soft key performs the action displayed immediately above it. Soft key behavior is context sensitive – the associated soft key action changes according to the current
phone state.
Place a Call
Enter the desired internal extension or external number. Lift the receiver or press the speakerphone button to call.
o Note: If handset is picked up first, then number is dialed, user must press the send soft key for
the call to be placed.
Redial
Press the right arrow key to bring up the Placed Calls list. Use up/down arrow keys to select number to redial.
Press the Dial soft key.
Voicemail Access
To access voicemail messages, press the (Messages) key to the left of the keypad or the Vmail soft
key.
o Depending on your system configuration, you may be asked for your voicemail passcode.
Call Hold
To place a call on hold, press the (Hold) key.
To resume the call, press the Resume soft key.
Call Transfer
To transfer a call, press the (Transfer) key. Dial the destination number, then press Dial. When the destination party answers, announce the caller, and press Transfer again to complete the
transfer.
Conference Calling
Place (or receive) a call. To add another party to the call, press the Confrnc soft key. Enter the destination number or extension and press Dial. When the destination party answers, press the Confrnc soft key again. All parties now join a 3-way call.
Call Forwarding (recommend using web portal)
https://portal1.mycloudpbx.firstcomm.com/auth/login/
To enable call forwarding, press the Forward soft key. Select the type of forwarding, select a destination, and press the Enable soft key. The phone display indicates call forwarding is enabled.
To disable forwarding, press the Forward soft key, select type, then press Disable.
First Communications Cloud IP PBX User Guide (Polycom)
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#
Item
Description
1
Screen
Enables you to view menus and data
2
Message Waiting Indicator
Flashes red to indicate when you have new messages 3
Line Keys
Enables you to select a phone line, view calls on a line, or call a favorite contact
4
Home Key
Displays the home screen from other screens
5
Soft Keys
Enables you to select context sensitive keys that displays along the bottom of the screen
6
Navigational/Select Pad
Scrolls through information o options displayed on the screen
7
Key Pad
Enter numbers, letters, and special characters
8
Headset Key
Enables you to place and receive calls through a headset
9
Speakerphone Key
Enables you to place and receive calls using speakerphone
10
Mute Key
Mute local audio during calls and conferences
11
Volume Key
Adjust the volume of the headset, handset, speaker, and ringer
12
Hold Key
Holds an active call or resumes a held call
13
Messages Key
Enables you to access and manage instant and voice messages
14
Transfer Key
Transfer an active call to contact
1
3
4 8 9 2 5 6 7
10
11
3
12
13
14
Polycom VVX 400 Series
First Communications Cloud IP PBX User Guide (Polycom)
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Polycom VVX 400 Series Quick Reference Guide
Soft Keys
The four buttons immediately below the LCD display are soft keys. Each soft key performs the action displayed immediately above it. Soft key behavior is context sensitive – the associated soft key action changes according to the current
phone state.
Place a Call
Enter the desired internal extension or external number. Lift the receiver or press the speakerphone button to call.
o Note: If handset is picked up first, then number is dialed, user must press the send soft key for
the call to be placed.
Redial
Press the right arrow key to bring up the Placed Calls list. Use up/down arrow keys to select number to redial.
Press the Dial soft key.
Voicemail Access
To access voicemail messages, press the (Messages) key to the left of the keypad or the Vmail soft
key.
o Depending on your system configuration, you may be asked for your voicemail passcode.
Call Hold
To place a call on hold, press the (Hold) key.
To resume the call, press the Resume soft key.
Call Transfer
To transfer a call, press the (Transfer) key. Dial the destination number, then press Dial. When the destination party answers, announce the caller, and press Transfer again to complete the
transfer.
Conference Calling
Place (or receive) a call. To add another party to the call, press the Confrnc soft key. Enter the destination number or extension and press Dial. When the destination party answers, press the Confrnc soft key again. All parties now join a 3-way call.
Call Forwarding (recommend using web portal)
https://portal1.mycloudpbx.firstcomm.com/auth/login/
To enable call forwarding, press the Forward soft key. Select the type of forwarding, select a destination, and press the Enable soft key.
o The phone display indicates call forwarding is enabled.
First Communications Cloud IP PBX User Guide (Polycom)
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#
Item
Description
1
Touchscreen
Enables you to select items and navigate menus on the touch sensitive screen. Tap the screen to select and highlight screen items. To scroll, touch the screen, and swipe your finger up, down, right, or left
2
Message Waiting Indicator
Flashes red to indicate when you have new messages 3
Home Key
Displays the home screen from other screen, and displays the Lines and Call screen from the home screen
4
Key Pad
Enter numbers, letters, and special characters.
5
Headset Key
Enables you to place and receive calls through a headset
6
Speakerphone Key
Enables you to place and receive calls using the speakerphone
7
Mute Key
Mutes local audio during calls and conferences.
8
Volume Key
Adjusts the volume of the ringer, handset and speaker
1
2
3
4
5 6 7
8
*Pictured is the Polycom VVX 600. The Polycom 500 has the same button layout but has a smaller touchscreen. Polycom VVX 500
Polycom VVX 500/600* Series
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