Toshiba America Information Systems, Inc., Telecommunication Systems Division, reserves the right,
without prior notice, to revise this information publication for any reason, including, but not limited to,
utilization of new advances in the state of technical arts or to simply change the design of this document.
Further, Toshiba America Information Systems, Inc., Telecommunication Systems Division, also reserves
the right, without prior notice, to make such changes in equipment design or components as engineering or
manufacturing methods may warrant.
VIPedge-UG-VA
Version A, July 2012
Our mission to publish accurate, complete and user accessible documentation. At the time of printing the
information in this document was as accurate and current as was reasonably possible. However, in the
time required to print and distribute this manual additions, corrections or other changes may have been
made. To view the latest version of this or other documents refer to the Toshiba FYI web site.
Toshiba America Information Systems shall not be liable for any commercial losses, loss of revenues or
profits, loss of goodwill, inconvenience, or exemplary, special, incidental, indirect or consequential
damages whatsoever, or claims of third parties, regardless of the form of any claim that may result from the
use of this document.
THE SPECIFICATIONS AND INFORMATION PROVIDED HEREIN ARE FOR INFORMATIONAL
PURPOSES ONLY AND ARE NOT A WARRANTY OF ACTUAL PERFORMANCE, WHETHER
EXPRESSED OR IMPLIED. THE SPECIFICATIONS AND INFORMATION ARE SUBJECT TO CHANGE
WITHOUT NOTICE. ACTUAL PERFORMANCE MAY VARY BASED ON INDIVIDUAL
CONFIGURATIONS, USE OF COLLATERAL EQUIPMENT, OR OTHER FACTORS.
This document is copyrighted by Toshiba America Information Systems, Inc. with all rights reserved. Under
the copyright laws, this document cannot be reproduced in any form or by any means—graphic, electronic,
or mechanical, including recording, taping, photocopying, without prior written permission of Toshiba. No
patent liability is assumed, however, with respect to the use of the information contained herein.
Trademarks
Tos hi ba , I Pedge, VIPedge, CIX, SoftIPT and Strata are trademarks of Toshiba Corporation or Toshiba
America Information Systems, Inc.
Adtran is a registered trademark of ADTRAN, Inc.
Linux is a registered trademark of Linus Torvald.
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Windows, Outlook, and Microsoft are registered trademarks of Microsoft.
Zenoss is a registered trademark of Zenoss, Inc.
Trademarks, registered trademarks, and service marks are the property of their respective owners.
VIPedge General End User Information
FCC Requirements
Means of Connection: The VIPedge does not connect directly to the telephone network. All direct
connections are made to a gateway. Please refer to the gateway manufacturer's documentation.
Radio Frequency Interference
Warning: This equipment generates, uses, and can radiate radio frequency energy and if not installed and
used in accordance with the manufacturer’s instruction manual, may cause interference to radio
communications. It has been tested and found to comply with the limits for a Class A computing device
pursuant to Subpart J of Part 15 of FCC Rules, which are designed to provide reasonable protection
against such interference when operated in a commercial environment. Operation of this equipment in a
residential area is likely to cause interference, in which case, the user, at his/her own expense, will be
required to take whatever measures may be required to correct the interference.
Underwriters Laboratory
This system is listed with Underwriters Laboratory (UL). Secondary protection is required, on
any wiring from any telephone that exits the building or is subject to lightning or other electrical
surges, and on DID, OPS, and Tie lines. (Additional information is provided in the
VIPedgeInstall Manual.)
CP01, Issue 8, Part I Section 14.1
Notice: The Industry Canada label identifies certified equipment. This certification means that the
equipment meets certain telecommunications network protective, operational and safety requirements as
prescribed in the appropriate Terminal Equipment Technical Requirements document(s). The Department
does not guarantee the Equipment will operate to the user’s satisfaction.
Repairs to Certified Equipment should be coordinated by a representative designated by the supplier.
Any repairs or alterations made by the user to this equipment, or equipment malfunctions, may give the
telecommunications company cause to request the user to disconnect the equipment.
Users should ensure for their own protection that the electrical ground connections of the power utility,
telephone lines and internal metallic water pipe system, if present, are connected together. This precaution
may be particularly important in rural areas.
301756
I.T.E
Before installing this equipment, users should ensure that it is permissible to be connected to the facilities
of the local telecommunications company. The equipment must also be installed using an acceptable
method of connection. The customer should be aware that compliance with the above conditions may not
prevent degradation of service in some situations.
CAUTION!Users should not attempt to make such connections themselves, but should
contact the appropriate electric inspection authority, or electrician, as appropriate.
Important Notice — Music-On-Hold
In accordance with U.S. Copyright Law, a license may be required from the American Society of
Composers, Authors and Publishers, or other similar organization, if radio or TV broadcasts are
transmitted through the music-on-hold feature of this telecommunication system. Toshiba America
Information Systems, Inc., strongly recommends not using radio or television broadcasts and hereby
disclaims any liability arising out of the failure to obtain such a license.
Hearing Aid Compatibility Notice: The FCC has established rules that require all installed business
telephones be hearing aid compatible. This rule applies to all telephones regardless of the date of
manufacture or installation. There are severe financial penalties which may be levied on the end-user for
non-compliance.
Toshiba Telecommunication Systems Warranty and License Agreements
For information relating to the End User Limited Warranty and License Agreements, please refer to http://
WARRANTIES FOR NON-TOSHIBA BRANDED THIRD PARTY PRODUCTS
A valuable element of Toshiba’s product strategy is to offer our customers a complete product portfolio. To
provide this value to our customers at the most optimal prices, we offer both Toshiba-branded and thirdparty manufactured products that support our Toshiba VIPedge solution. Similar to other resellers of
software, hardware and peripherals, these third-party manufactured products carry warranties independent
of our Toshiba limited warranty provided with our Toshiba-branded products. Customers should note that
third-party manufacturer warranties vary from product to product and are covered by the warranties
provided through the original manufacturer and passed on intact to the purchaser by Toshiba. Customers
should consult their product documentation for third-party warranty information specific to third-party
products. More information may also be available in some cases from the manufacturer’s public website.
While Toshiba offers a wide selection of software, hardware and peripheral products, we do not specifically
test or guarantee that the third-party products we offer work under every configuration with any or all of the
various models of the Toshiba VIPedge solution. Toshiba does not endorse, warrant nor assume any
liability in connection with such third party products or services. If you have questions about compatibility,
we recommend and encourage you to contact the third-party software, hardware and peripheral product
manufacturer directly.
Making a Call ...................................................................................................................................... 19
Hot Dialing ........................................................................................................................................ 19
On a Call ............................................................................................................................................. 22
Switching Between Handset and Speakerphone.............................................................................. 22
Hold ..................................................................................................................................................22
Caller ID .............................................................................................................................................. 35
Hot Keys ........................................................................................................................................... 73
The Side Window Screen.................................................................................................................... 74
General ............................................................................................................................................. 84
History ............................................................................................................................................... 155
Log In ................................................................................................................................................ 194
To change your Security Code/Password ......................................................................................194
Log Out ............................................................................................................................................. 194
System Speed Dial .........................................................................................................................204
System Info ....................................................................................................................................... 204
This guide describes the Toshiba IP5000-series telephones and various other
user operations for applications that are integrated with the VIPedge solution.
OrganizationThis guide is divided as follows:
•Chapter 1 – The Grand Tour is an overview of the telephones supported
by the VIPedge system.
•Chapter 2 – The Basics covers thebasic operations of the IP5000-series
telephones
•Chapter 3 – Feature Operations covers the details about the IP5000-
series telephone’s advanced features.
•Chapter 4 – Messaging Features contains user instructions for the basic
Messaging features.
•Chapter 5 – Greetings has procedures for the Message Greeting
functions.
•Chapter 6 – Other Messaging Applications has instructions for
advanced messaging functions, such as Group Distributions, Adding and
deleting members of groups lists, Setting up personal options and
message notifications, Changing mailbox passwords, Personal Assistant,
Follow me, etc.
•Chapter 7 – Call Manager Basics covers the basics of using Call
Manager.
•Chapter 8 – Using Call Manager Features contains user instructions for
call handling features for personal calls in Call Manager.
•Chapter 9 – Preferences covers the Preferences options in Call
Manager.
•Chapter 10 – Buttons discusses the various buttons and options
available in Call Manager and how to change, edit, etc.
•Chapter 11 – Actions defi nes the powerful actions that can used with
Call Manager.
•Chapter 12 – Personal Call Handler covers the setting up of call
handling rules and other personal call handling options.
•Chapter 13 – Using Microsoft Outlook provides user instructions for
Microsoft Outlook integration using Call Manager.
•Chapter 14 – Using Companion Applications contains procedures for
Companion applications available with Call Manager, such as, Contacts,
History, Chat, Dialer, Buttons, and Web Browser.
•Chapter 15 – Enterprise Manager Personal Administration
familiarizes you with the web-based Enterprise Manager personal
administration tool.
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VIPedge
Conventions
ConventionsDescription
Elaborates specific items or references other information. Within
Note
some tables, general notes apply to the entire table and numbered
notes apply to specific items.
Important!
Extension
Number
Arial bold
Calls attention to important instructions or information.
Press to answer a call to the Extension Number. Each station can have
multiple extension buttons. Incoming calls ring the extension button(s)
from the top down. For example, station 10's extensions ring 10-1 first,
then 10-2, 10-3, and 10-4. A station is considered busy when all
extensions are being used.
Represents telephone buttons.
CourierShows a computer keyboard entry or screen display.
“Type”Indicates entry of a string of text.
“Press”
Indicates entry of a single key. For example: Type prog then press
Enter.
Shows a multiple PC keyboard or phone button entry. Entries
Plus (+)
without spaces between them show a simultaneous entry. Example:
Esc+Enter. Entries with spaces between them show a sequential
entry. Example:
# +5.
Tilde (~)Means “through.” Example: 350~640 Hz frequency range.
Denotes a procedure.
Denotes the step in a one-step procedure.
Grey words within the printed text denote cross-references. In the
See Figure 10
electronic version of this document (Library CD-ROM), crossreferences appear in blue hypertext.
Related
Documents/Media
Important!This document may contain references to features that are for future implementation.
Some documents listed below may appear in different versions on the Toshiba
FYI site or in print. To find the most current version, check the version/date in the
Publication Information on the back of the document’s title page. The following are
related documents for VIPedge solution.
•VIPedge General Description
•VIPedge Installation Manual
•VIPedge Feature Description and Implementation
•IP5000-Series Telephone Quick Reference Card
8TOSHIBAVIPedge UG 07/12
The Grand Tour1
Toshiba offers the IP5131-SDL, IP5531-SDL, and the IP5631-SDL telephones
with the VIPedge solution.
These IP telephones offer a built-in gigabit ethernet switch allowing the telephone
to autosense the network speed, 10/100/1000Mbps. The IP5531-SDL, and
IP5631-SDL telephone models do not support 1000Mbps.
Through dynamic soft key assignments, the LCD telephones provide easy access
to frequently-used features by prompting specific tasks, providing Outside Line
Identification, User Name/Number, Call Duration, Date/Time of Day displays, and
Name and number displays of incoming callers.
The full-duplex speakerphone on these telephones enables you to place and
receive calls without lifting the handset.
The IP5131-SDL and IP5631-SDL telephones are available with LCD backlight.
However, the IP5531-SDL telephones do not have the backlight. To change the
backlight settings, refer to Chapter –Feature Operations.
Table 1 IP Telephones for the VIPedge Solution
DescriptionImage
20 Button with Electronic LCD Labels:
• 9 line LCD with back light
• Full duplex Speakerphone
• Headset I/F
• Ringing LED
The IP5000-series telephone upgrade options include:
Telephone OverviewThe illustration of the IP5x31-SDL telephone shown below gives a general
idea of the basic attributes found on most of these telephones. The
positioning of the buttons varies per telephone model.
Legend
AStatus LED (message and ringing)
B. LCD Display
C. Softkeys
D. Programmable Feature Buttons
E. Message Waiting LED Button
G.Speaker LED Button
H. Volume Button
I.Hold Button
J.Microphone
K. Tilt stand
F.Microphone LED Button
Fixed ButtonsThe fixed buttons on the dial pad help perform standard functions quickly and
easily.
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The Grand Tour
LayoutsFixed buttons are laid out differently on the IP5000-series telephones.
9-line LCD Telephone
10 and 20 Button 4-line LCD Telephones
Fixed buttons are located on either side of the dial pad.
VIPedge
The Fixed buttons are described below.
Table 3Fixed Button Definitions
ButtonDefinitions
Message (Msg): When Msg LED flashes, press
station or voice mail device that activated the LED. This is the telephone’s [PDN] message waiting button.
Important!Red LED must be on in order for button to function.
Microphone (Mic/Mute) button toggles between Mic and Mute. When
Mic key is lit, Mute is disabled. When Mic is pressed again and light is
off, Mute is enabled on the microphone in the telephone and the microphone in the handset.
Msg to call back the
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VIPedge
The Grand Tour
Table 3Fixed Button Definitions (continued)
ButtonDefinitions
Speaker: Press to toggle the speaker ON/OFF. When red Speaker LED
is lit handsfree communications is supported.
To start a handsfree conversation; press the Speaker button, this turns
the red Speaker LED on. To terminate this call press the Speaker button
again (Speaker LED off).
During a handset conversation, press the Speaker button to start
hands-free communications (red Speaker LED on). Press the Speaker
button again to transfer the conversation back to the handset (Speaker
LED off).
Press and release the volume control bar to adjust volume levels.
Shift Key: Purple button on the IP5131 telephone. Press Shift at any
time to alternate between display of feature keys 1~10 and feature keys
11~20.
Web Browser Key: Blue button on the IP5131 telephone. Press this key
to access the web.
Navigation Key: Round button on the IP5131 telephone is a navigation
key used for moving the cursor on html pages and in the programming
screens. Center of the button is the “select” function. The arrows are
used to scroll up, down, left or right.
SpdialPress Spdial and enter 3-digit Speed dial access code. Speed dial
access codes must be setup before they can be accessed.
Redial
Press Redial to dial the last telephone number called (internal or external).
If you have Automatic Line Selection, lift the handset first.
Cnf/Trn (Con-
ference/Transfer)
Press Cnf/Trn to add internal or external parties to a conference call
(up to 8 parties).
Press
Cnf/Trn and enter a number to transfer a call to another party (on
the CIX system).
HoldPress Hold to place an internal or external call on hold.
Press
Hold Hold to place an internal or external call on Exclusive hold.
If your telephone is programmed for Automatic Hold, existing calls are
automatically placed on hold when you answer a call or make another
call.
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VIPedge
Shift Button
toggles between
Programmable
Feature Buttons
1~10 and 11~20.
Navigation Button See “Browser” on
Page 10
Blue Button – toggles in-
between call processing
screen and HTML
browser or programming.
SK1SK2SK3SK4
Soft Keys
The Grand Tour
Programmable
Feature Buttons
LCD
9-Line LCD
Display
Programmable Feature Buttons are programmed by the System Administrator
and can be customized on a per user basis.
Note:Programmable Feature Buttons are numbered bottom to top, left to right.
The LCD on the 9-Line LCD telephone (shown below) in idle state shows:
Top to Bottom
Line 1 or the top line of the LCD will display your user name (if programmed) and
your extension number.
Line 2 will show the Date and time.
Line 3 will show information related to your telephone set: VM New/Saved
messages, Call Forward, or if a certain feature is enabled on your telephone set.
A plus sign + on the LCD indicates there is more data to display. Press NEXT to
advance through the information.
Lines 4~8 will indicate Programmable Feature Button labels.
Line 9 will display the Soft Keys (See “Soft Keys” on page 14).
VIPedge UG 07/12TOSHIBA13
BrowserNote:This feature applies to the IP5131-SDL telephone.
Toshiba’s IP5131-SDL with it’s large display screen also supports an HTML
browser to allow navigation on the World Wide Web or a company’s intranet. The
phone can have a homepage setup that allows navigation to begin just like a
homepage in your internet browser.
Web pages display basic HTML but do not support ASP or Flash. The 18 buttons
that surround the screen can be used to highlight selections in the browser. The
VIPedge
The Grand Tour
Navigation Button can be used to move the viewing window across the
website; the center of the navigation button can be pressed to select a field
that is highlighted.
The browser allows navigation through various pages of content and is not
static to just one site. Navigation is as easy as highlighting a link and selecting
it to move to the next webpage. All IP5131-SDL telephones come with the
browser enabled. In order to access the browser, press the blue button on
the bottom right-hand side of the phone; this allows you to switch between
your call processing screen and the browser window.
Soft KeysSoftkeys (SK1 - SK4) refer to the four buttons directly below the LCD screen
(shown above). Soft Keys dynamically change their functions and label
depending on the state of the telephone. The dynamic feature associated with
the Soft Key is displayed on the bottom line of the LCD display directly above
each Soft Key button.
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The Basics2
This chapter reviews the basic operations of the IP5131-SDL, IP5531-SDL, and
the IP5631-SDL telephones. The instructions apply to all telephone models,
except when noted otherwise.
Customizing Your
Telephone
Volume Control
To adjust the Handset Volume
Press the Vol
call. When you hang up, the volume returns to the default setting.
To adjust the speaker volume for internal/external calls and background
music
1.Press Spkr.
2.Press an extension button - you hear dial tone.
3.Press the Vol
volume setting applies to all calls until changed.
To adjust Ring Tone, Hands free Answerback and Speaker Off-hook Call
Announce
Make sure the telephone is idle and the handset is on-hook. Press the Vol
increase volume and Vol
telephone’s ring tone, Hands free Answerback and Speaker Off-hook Call
Announce simultaneously.
To adjust handset Beep Tone
1.With the handset off-hook, dial the Beep Tone Adjustment Code #6101
(default code). You hear beep tone.
to increase volume and Vol to decrease volume during the
to increase volume and Vol to decrease volume. This
to
to decrease volume. This adjusts volume for your
2.Press Vol
VIPedge UG 07/12TOSHIBA15
or Vol to reach the desired level.
VIPedge
The Basics
LCD ContrastAvailable on backlit telephones and backlit add-on module.
To adjust the LCD contrast on the backlit telephones
1.Press and hold down the Mic button.
2.Press and release Vol
or Vol repeatedly.
Note:Holding the Vol button does not continue to change the setting. The
button must be pressed for each step of contrast change.
To adjust the LCD contrast on the Add-on Module
1.Press Hold+3+6+9 (simultaneously).
2.Press
3.Press
Contrast + button to increase contrast.
Contrast - button to decrease contrast.
4.Lift the handset off-hook / on-hook to save settings.
Note:Holding the softkey does not continue to change the setting. The
softkey must be pressed for each step of contrast change
Brightness ControlAvailable on backlit telephones with 4-line LCD’s and backlit add-on module.
To change the LCD back light brightness
1.Press Hold+3+6+9 (simultaneously).
2.Press
3.Press
Bright softkey to increase brightness.
Dim softkey to decrease brightness.
4.Lift the handset off-hook / on-hook to save the settings.
Note:Use the
BL BRIGHT and BL DIM buttons in steps 2 and 3 on the 10
button LCD Add-on Module.
To change the LCD backlight brightness for IP5131-SDL or
IP5631-SDL
1.Press Hold+3+6+9 (simultaneously).
2.Press the
3.Press the
Others softkey.
BL Bright softkey.
4.Enter a value of 0~3 using the dialpad. (0 = dim; 3 = brightest)
5.Press the
Set softkey twice.
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Backlight On/OffAvailable on backlit telephones and backlit add-on module.
To change Backlight Settings
1.Press Hold+3+6+9 (simultaneously).
2.Press the Mic button.
3.Press Hold.
4.Use table below to choose preferred settings.
5.Press HoldHold to save settings
Table 4Backlight Settings
ButtonInputMeaning
1Always Off
FB1
FB21~30
Note:FB1 is the lower left key, FB2 in the next up, FB3 is above FB2, and FB4
IP telephones can emit a “beep” whenever a dial pad or feature button is pressed.
The “beeps” are On by default. Follow these steps to turn the “beeps” On or Off.
1.Press 3+6+9+Hold (simultaneously).
2.Press 0.
3.Press Hold.
4.Press Programmable Feature Button 1 (FB1) to toggle On/Off.
5.FB1, LED On: buttons beep.
6.FB1, LED Off: buttons do not beep.
7.Press Hold to set the option.
8.You must also go off-hook, then on-hook to exit the program mode.
When you are using the speakerphone, high ambient noise levels may cause the
party you are talking with to be to cut off frequently. If this happens, follow these
steps to lower the sensitivity of the microphone on a IP5000-series telephone. The
default is normal sensitivity.
1.Press 3+6+9+Hold (simultaneously).
2.Press 0.
3.Press Hold.
4.Press Programmable Feature Button 3 (FB3) to toggle On/Off.
5.FB3, LED On: Lower sensitivity
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VIPedge
The Basics
6.FB3, LED Off: Normal sensitivity
7.Press Hold to set the option.
8.Go off-hook, then on-hook to exit the program mode.
Telephone
Terminology
When making or receiving calls on your IP5000-series telephone you may
experience one or more of the following call features depending on how your
telephone is configured.
•Line – is synonymous with trunk which is the line that connects you to the
PSTN (Public Switched Telephone Network). Line can be:
•a button on your telephone set designated for outgoing calls
•your DN button followed by dialing 9.
•Automatic Line Selection (ALS) – ALS is engaged on outgoing calls.
Lift the handset or press Spkr to hear dial tone, the steady green Line
LED indicates ALS in enabled. The second line of the LCD will display the
method of dialing available, followed by the digits dialed.
•Ringing Line Preference – Answer any incoming call by lifting the
handset or pressing Spkr. There is no need to press the ringing line
button to answer the call when ringing line preference is enabled.
•Tone First Signaling – Internal incoming calls only: telephone rings in
standard ring tone, lift handset or press Spkr to answer call.
•V oice First Sign aling – Internal incoming calls only: a long tone is heard,
followed by the caller's voice, this will automatically engage the Spkr to
allow for hands free communications. Lift the handset if desired (for
privacy). When Voice First Signaling is enabled the telephone does not
ring on internal incoming calls.
•Hot Dialing – Dial a telephone number from the dialpad, the telephone
automatically selects a line, shown with a green LED, and turns on the
Spkr and Mic LED's. When Hot Dialing is not turned on the handset
should be lifted or Sprk should be pressed in order to make a call.
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Making a CallThere are three ways to originate a call from the telephone:
Handset1.To make a call, lift the handset, then dial the number.
A line may be automatically selected or choose a line manually. Dial tone is heard
through the handset. The Speaker and Microphone LEDs do not light.
Digits display as they are dialed. Call progress tones (Ringback Tone, Busy Tone,
etc.) are heard through the handset.
2.When connected, continue using the handset or switch to speakerphone by
holding down Spkr and placing the handset in the cradle.
Spkr Button1.To make a call, press Spkr.
A line may be selected automatically or choose a line manually. The extension or
Line button lights (depending on system programming). Dial tone is heard
through the speaker. The Speaker and Microphone LEDs light.
2.Dial the number.
VIPedge
The Basics
Digits display as they are dialed. Call progress tones (Ringback Tone, Busy Tone,
etc.) are heard through the speaker.
When connected, continue using the speakerphone or lift the handset to continue
the conversation.
Hot Dialing1.To make a call using Hot Dialing, start dialing the number.
The extension button, Spkr and Mic LEDs light. Digits display as they are dialed.
Call progress tones (Ringback Tone, Busy Tone, etc.) are heard through the
speaker.
2.When connected, continue using the speakerphone or lift the handset to
continue the conversation.
Dial DirectoryCalls can be made by selecting a name from the alphabetical telephone directory.
To access the Directory
1.Press DIR soft key.
Select Directory menu appears.
The soft keys on the Select Directory are:
My = Personal Speed Dial Names
EXTR = System Speed Dial Names
INTR = Directory Number Names
Dial = Cancel directory, get dial tone.
2.Choose the directory you wish to access and use the dial pad to enter the
name.
Notes:
•If a directory is not selected and a name is entered, all directories will be
searched.
VIPedge UG 07/12TOSHIBA19
VIPedge
BOB L (PRI)
BOB LAWVERBRAD FISHER
ONE TOUCHONE TOUCH
PICKUPONE TOUCH
CFAC
ONE TOUCH
NEXT
DND
Ext. 4227ONE TOUCH
ONE TOUCH
BACKCNCL
BILL THOMAS
BRAD FERRIS
BRIAN SMITH
Press the key next to the displayed
name to call that person.
9 Line LCD Display - Dial by Name Screen
The Basics
•To enter names from the dial pad, press the dial pad button associated
with the letter to be entered. Press the button once for the first letter, twice
for the second letter, etc. Left and Right Soft Keys are available to move
the cursor.
1.Press FIND to start the directory search.
2.Press NEXT to move forward through the directory.
3.Press BACK to move backwards through the directory.
4.Press Call to connect to the directory entry selected.
5.On the 9-line LCD Display, press the button next to the displayed name.
See figure on following page.
6.Press CNCL to quit the directory search.
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Answering a CallThere are several ways to answer a call:
HandsetWhen the telephone is programmed for Ringing Line Preference, pick up the
handset and the telephone automatically answers the ringing line.
... or press the button associated with the ringing line (flashing green LED).
SpeakerWhen the telephone is programmed for Ringing Line Preference, press Spkr and
the ringing line is answered.
... or press the button associated with the ringing line (flashing green LED). Once
connected, continue using the speakerphone or lift the handset.
Shift ButtonAvailable on a 9-line display telephone only.
If the LCD screen is set to view Buttons 11~20 and a call comes in on Button 1 the
phone will ring and Caller ID information will display on the top of the screen,
press the “Shift” Button to view Buttons 1~10 and answer the call.
VIPedge
The Basics
Handsfree
Answerback
With speakerphone enabled, the telephone may be programmed for Handsfree
Answerback. The called party hears a single long tone, followed by the caller’s
voice. Begin hands free conversation. If Handsfree Answerback were not
programmed, the called party could hear the calling party speak but would not be
able to answer them without answering the call manually.
Notes:
•The extension LED flashes green, the Microphone LED lights steady red and
the Speaker LED flashes Red.
•In order to perform any additional functions with this call (like a transfer or
hold) the call must be properly answered to gain full call control. Perform the
same steps you normally would to answer a call: press the Spkr button, the
flashing DN button or lift the handset.
•Handsfree MIC setting needs to be enabled by your System Administrator.
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VIPedge
The Basics
On a CallWhile on a call you can perform the following:
Switching Between
Handset and
Speakerphone
Microphone (Mic/
Mute) Button
Press Spkr and place the handset on-hook to switch from handset to
speakerphone mode.
Take the handset off-hook to switch from speakerphone to handset mode.
This button toggles between Mic and Mute. When Mic button is lit, handsfree
communication is supported, when Mic is pressed again and light is off, Mute
is enabled and mutes both the microphone and the handset.
HoldTo place a call on hold, press Hold. Your LCD shows the line on hold. The
held Line’s LED flashes green while appearances of the line at other stations
flash red.
•To return to the held call, press the flashing held Line button.
•If you do not return to the held call within a specified time, it rings back to
your telephone. The call remains camped-on to your station.
•If the held party hangs up, the call is released.
•See the Call Pickup section to pick up a call on hold from another
extension.
Exclusive HoldThis feature enables you to place a call on hold so that only you can retrieve
it.
While on a call, press Hold twice. That line’s LED flashes green while
appearances of the line at other stations are steady red (in use).
Automatic HoldThis features enables you to move from one Line button to another Line
button without pressing Hold.
Check with your System Administrator to make sure this setting is turned on.
If Automatic Hold is not enabled, calls will drop when moving from one line to
another without pressing Hold.
While on a call, press another extension button to receive/originate a new
call. The accessed line’s LED flashes (in-use). The first call is put on hold and
your extension’s LED flashes.
Consultation Hold1.While on a call, press Cnf/Trn. The call goes on hold.
2.Dial another line.
3.Transfer the call or return to the held call by pressing its Line button.
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Message WaitingUse your Msg LED/button and LCD to see/retrieve message(s).
An extension can receive up to four simultaneous Message Waiting indications
and LCD messages. One message is reserved for the Message Center.
Your telephone can be programmed to have up to four additional (flexible)
Message Waiting buttons/LEDs. Check with your System Administrator to see if
these buttons have been programmed on your telephone. If so, substitute them
when the Msg button/LED is mentioned in the following steps.
VIPedge
The Basics
Responding to a
Lit Msg LED
Turning On/Off
MW LED on
Another
Extension
1.On an LCD telephone, if you see a “+,” press SK3 to display additional
messages; otherwise, go to Step 2. The “+” indicates additional messages.
The LCD can show up to three station messages for your extension and three
for each additional (phantom) extension that you may have.
2.Press Msg, then lift the handset. Your telephone rings the extension or voice
mail device that sent the indication. The LED continues to flash red.
3.After answering the message(s), place the handset back on-hook.
4.If the Msg LED continues to flash, you have more messages; repeat Steps
1~3 above to retrieve them. Voice mail devices turn off the LED/LCD
indications after a short delay, after you checked all messages.
5.To manually turn off your Msg LED, press your extension button, then press
#409. Do this step for each message received.
If you call an extension and it’s busy or there is no answer, you may be able to
light that extension’s Message Waiting LED and enable that extension to call you
back. The ability to perform this feature is set in system programming.
1.Dial an internal extension. You hear busy tone or there’s no answer.
2.Press Msg or 7. The Msg LED flashes red on the called telephone. At your
telephone, the Msg LED lights steady red and the LCD shows the station
number where you set a Message Waiting light. Example: “MW SET TO
3620.”
3.If you decide to cancel the Message Waiting light at this point, press Msg or 7
again while ring-over tone is playing and the light will be cancelled.
4.Press Spkr. Your Msg LED turns Off. The Msg LED on the called telephone
flashes until the called party presses the flashing Msg button which calls you
back.
5.To turn Off a Message LED that you have set on another extension, press
#64 plus the extension number that has the message light set. Then press
Spkr or hang up to release your telephone. Your LCD shows the extension
and “MW CANCEL.”
...or dial the extension that you set the Message LED on, then press
77. Then press Spkr or hang up to release your telephone.
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The Basics
LED Indicator DetailsEach line and Programmable Feature Button has a LED next to it which
indicates the status of the line or feature associated with the button. Line
LEDs light red or green and flash at varying rates to indicate call status (see
table below)..
Table 5LED Indicators
LED
Extension In-Use
(access outside line)
Incoming Call
(while ringing)
Hold (outside line) If using Pooled Line
Grp, the hold indication is only at the
station that places the call on hold.
Hold – Consultation
(during consultation/transfer to another
station)
Hold – Exclusive (outside line)
Hold – Recall
(when held call recalls your idle station)
Hold – Exclusive Recall
Internal Call
(while station ringing)
Busy Station Transfer
(outside call transferred to your busy
station from a designated station or AA)
After disconnecting first call...
Conference
Your S tation (Green)Other Station (Red)
Interval Rates
2 seconds On, 1/8 second Off
steady
— 1/8 second On/Off
1 second on at 10 pulses/sec-
one second On/Off
ond —1 second Off
4 pulses/second for 1/8 second
1/2 second On/Off
On/Off
10 pulses/secondsteady
10 pulses/secondsteady
1 second at 2 pulses/second,
flashes
1 second at 10 pulses/second
1 second at 2 pulses/second,
steady
1 second at 10 pulses/second
Your extension button flashes
10 pulses/second—1 second
[SDN] red flashing or
green ringing
Off
4 pulses/second, 1/8 second
On/Off
3/4 second on, 1/8 second Off
10 pulses/second2 pulses/second
10 pulses/secondsteady
Note:LEDs on the telephone flash at different speeds depending on the
function performed. Flash rates listed in the table above.
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Feature Operations3
This chapter gives you more details about your IP5000-series telephone’s
advanced functions. An alphabetical list of supported features has been compiled
in this chapter for fast and easy reference.
Account CodesAccount Codes (Forced or Voluntary) can be used for a variety of reasons
including billing, tracking, and line restriction applications. Account Codes are
assigned in the system as a fixed length (default is six digits) and are recorded by
the system, along with the details of the calls, which can be printed on a Station
Message Detail Recording (SMDR) report.
Verified/Non-Verified
Account Codes
Forced Account
Codes
Dial using Forced
Account Codes
Verified Account Codes ensure that the system checks the account code you
entered against a list created by the System Administrator. If the code is not in the
list, the call will not go through.
Non-Verified Account Codes must be a uniform length but any digits are accepted.
Account Codes and Lengths are set up and managed by the System
Administrator.
Some applications require you to enter an Account Code. These Forced Account
Codes may be verified or non-verified, depending upon the application, but in
either case the caller must enter a code before proceeding.
1.Place a call using the normal method.
If the call requires an Account Code, a burst of tone (Entry Tone) is heard (after
dialing the telephone number) alerting you to enter the Account Code.
2.Enter the account number.
When the number of digits designated for account codes has been entered, the
number is checked against the verified list, if chosen, and the call continues
normal. If the number of digits entered for the account code is not reached or the
verified code does not match, then re-order tone is heard and the call is rejected.
You can bypass Forced Account Code requirements with three emergency
numbers, including 911. See your System Administrator for these numbers:
1) 9112)_______3)_______
Voluntary Account
Codes (Verified/Non-
Verified)
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Voluntary Account Codes are optional. They can be entered during a call and are
used for tracking selected calls using Station Message Detail Report (SMDR) call
detail recording option.
VIPedge
Feature Operations
If the system is set for Verified Account Codes, station users must enter a
specific code when entering the Voluntary Account Code(s) or the code is not
validated for the SMDR call report. This does not affect the call.
Voluntary Account
There are two ways to dial using a Voluntary Account Code:
Codes
Using the Account Code
Button
Using Access CodesNote:It’s a good idea to warn the other party that you will be disconnected
Note:This requires a Programmable Feature Button to be programmed on
your telephone set with the Account Code feature access code (#46).
1.After accessing a Group Central Office (GCO) line, press the Account Code button. LCD telephones prompt you to “ENTER ACCOUNT CODE
NOW.”
2.Enter the account code digits. The LCD prompt disappears upon entry of
the first account code digit. After the account code is entered, the time
indicator is restored to the LCD.
3.If your station is set for Verified Account Codes, you hear a confirmation
tone when the code is valid. If the code is invalid, you hear two short
tones.
4.Enter the Account Code. Your conversation is not interrupted.
momentarily when you enter the access code. Once the code is
entered, you will be connected again.
1.After accessing a GCO line, press Cnf/Trn. Once you press Cnf/Trn,
your call is interrupted; you and the other party cannot hear each other.
You will hear feature dial tone.
2.Dial #46. LCD telephones prompt you to “ENTER ACCOUNT CODE
NOW.”
3.Enter the account code digits. The prompt disappears upon entry of the
first account code digit. After the account code is entered, the connection
is restored and the LCD shows the time.
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VIPedge
Feature Operations
Advisory MessageAdvisory messaging enables you to store a message for IP5000-series
telephones with a display that call your telephone. The messages can be up to 16
characters long. The system provides a number of predefined messages, shown
in the table below. Message numbers 5~9 can be defined by your System
Administrator.
Advisory Message Default Code Table
Msg No. Characters DisplayedAdditional Digits
0
1
2
3
4
5
6
7
8
9
OUT TO LUNCH
IN A MEETING
CALL _____________Directory Number (e.g.,220)
BACK AT __________Time (e.g., 1030)
RETURN ON________Date (e.g., 10 20)
Advisory Messages can only be set using the IP5000-series telephone. The
preset advisory messages can be displayed using the Enterprise Manager
Personal Administration (EMPA).
Set Advisory Message1.Go off-hook or press your extension button to hear the dial tone.
2.Press #411
3.Enter Message number (see table above)
4.Enter additional digits if required.
5.Go on-hook or press Spkr to release the line.
Clear Registered
Message
1.Go off-hook or press your extension button to hear the dial tone.
2.Press #412.
3.Go on-hook or press Spkr to release the line.
Display Preset
Advisory Messages
1.Login to the EMPA.
2.Select System Info then the Advisory Message tab.
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Feature Operations
Alarm NotificationThe Alarm Notification Button must be set up by your System Administrator
on your station.
When the Alarm Notification button displays
•Call your System Administrator.
This button stops displaying when the alarm clears or when you press the
flashing button. If the alarm has not been cleared the Alarm Notification
Button flashes every 10 minutes.
Automatic CallbackWhen you reach a busy station, you can set Automatic Callback to have the
system monitor the busy extension and notify you when it becomes idle.
Automatic Callback can place you in queue for an available outside line, if you
reach a line group in which all lines are busy. When a station or line becomes
available, the system rings your telephone; when you answer the system
automatically rings the intended destination. The amount of time the system
will wait for an idle destination is set in system programming. Automatic
Callback is also known as “CO Line Queuing.”
Set Automatic Callback1.If you hear a busy tone after dialing an outside line access code or a
station number, press Auto Callback or 4. Busy tone stops, followed
by success tone, then busy tone resumes.
2.Hang up. You can make other calls while waiting.
Cancel Automatic
Callback
Deactivate Automatic
Callback
3.When the called station or outside line becomes idle, your telephone rings
and you will see a fast flashing LED.
•If you called a busy station, the extension LED flashes green
(incoming call) and the called number displays.
•If you called a busy outside line, the extension LED flashes green
(incoming call rate). The seized line’s number displays.
4.Answer within about three rings (can be programmed to ring up to three
minutes) to prevent the callback from being cancelled. After you answer,
you hear ring back tone, and the LED flashes green (in-use).
If you hear a busy tone after answering a callback, the called party is already
on another call or the line has already been seized or has received an
incoming call. Your request is not cancelled. You will be called again the next
time a line becomes idle.
If you were attempting to make an outside call, the telephone number is
automatically dialed, including the account code or override codes that were
used.
Press Auto Callback or extension button + #431.
To deactivate Automatic Callback, press the ACB button while its lamp is lit.
When a predetermined time (overall timer) passes after Automatic Callback is
activated, the system automatically cancels Automatic Callback. If the
activator does not answer Automatic Callback for a predetermined time,
Automatic Callback is automatically canceled. In either case, when Automatic
Callback is completed or canceled, the ACB lamp button turns off.
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VIPedge
Feature Operations
Call ForwardThere are two types of Call Forwarding that you can set. One is System Call
Forward (set in System Programming) which automatically directs calls to a
predefined location, such as Voice Mail. See your System Administrator to
determine or change your System Call Forward destination.
The other type is Station Call Forwarding. You can use Station Call
Forwarding to replace your System Call Forward destination with a custom
Call Forward setting made from your station. However, a Voice-first call will
not be forwarded.
Important!Check with your Dealer to determine if the system uses
Basic Survivability, if yes, do not change your station
call forward settings.
System Call ForwardSystem Call Forward directs calls to a destination preset by an Administrator
for each telephone, commonly set to voice mail.
•To turn on System Call Forward for your telephone, press #620.
Confirmation tone (three short tones) and display shows “DATA
PROGRAMMED.” This indicates the data is set.
•To turn off System Call Forward for your telephone, press #621.
Confirmation tone (three short tones) and display shows “DATA
PROGRAMMED.” This indicates the data is set.
Station Call ForwardStation Call Forward enables you to assign Call Forward destinations for each
extension on your telephone to override the telephone’s System Call Forward
settings. Each extension can be independently set up to Station Call Forward
to a unique destination. You can set a Programmable Feature Button to
perform any Call Forward function using Enterprise Manager Personal
Administrator (EMPA) User Administration tool. Call Forward must be set prior
to receiving the call.
Important!Check with your System Administrator to determine if
the system uses Basic Survivability, if yes, do not
change your station call forward settings.
The following calls to your station can be forwarded:
•Internal calls
•Auto Attendant calls
•Outside lines that ring only your station
•Transferred internal or incoming line calls
Station Call Forward
Categories
You can set Call Forward for the following categories of calls. Within these
categories, you can use five different types of Call Forward Settings (as
detailed in the next section).
•
Call Forward Any Call – Forwards any call, whether an internal call or
incoming line call.
•
Call Forward - Incoming Line – Forward incoming line calls only.
•
Call Forward Any Call - Set for Another Station – Enables you to set
forwarding of all calls for another telephone within your telephone system.
•
Call Forward - Incoming Line Set for Another Station– Enables you
to set forwarding of incoming line calls for another telephone within your
telephone system.
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Feature Operations
Notes:
•Call Forward Any Call and Call Forward-Incoming line can be set
simultaneously on a telephone. This allows incoming line calls to be
forwarded to a different destination than all of the other types of calls.
•Call Forward destinations can be set to internal destinations or an
outside telephone number.
Call Forward Settings•
Station Call Forward
Procedures
Call Forward All Calls – Forwards all calls immediately.
•
Call Forward Busy/Do Not Disturb – Forwards calls immediately when
your extension is busy or in Do Not Disturb (DND) mode.
•In Tone-first systems with multiple lines, Call Forward Busy forwards calls
only when all line appearances are in use. In Voice-first systems, Call
Forward Busy forwards all calls any time your telephone is in use.
•
Call Forward - No Answer – Forwards unanswered calls after a preset
number of rings. The preset number of rings can be set on a per user
basis.
•
Call Forward Busy/Do Not Disturb/No Answer – Forwards all calls
when you are busy, in DND mode or when you don't answer a call within
a preset number of rings.
•
Call Forward Cancel – Cancels the set Call Forward feature. Notice that
each category of Call Forward has a different code for canceling.
You can register a Call Forward function by entering the button sequence as
described or by programming a Programmable Feature Button to perform the
sequence.
To use the Call Forward button sequence:
•Follow the instructions in “Call Forward Examples” on page 31. Some
features require additional input, such as:
•
Dest. Ext. or T elephone No. – Call Forward destination numbers
can be internal extension numbers or outside telephone
numbers. If the destination is an outside number, enter the
access code used for dialing out (such as 9) + the telephone
number +
of up to 32 digits.
•
Timer – Enter the number of seconds (08~60) your telephone
should ring before forwarding the call. (This is the Call ForwardNo Answer timer.)
can be set up by your System Administrator and will allow one
station to activate the call forward setting for another station.
Users must enter the Call Forward pass code for the station to be
forwarded.
#. The telephone system accepts destination numbers
To program call forward button destination using the EMPA.
Login to your EMPA and select Call Forward to turn selections on and off.
Select Home to program the button.
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Feature Operations
Call Forward ExamplesTo set your telephone to Call Forward Busy-No Answer to an internal
extension number:
•Press your extension button + #6041 + 3000#+ 10
#6041
3000#
10
= Call Forward Access Code sequence= Internal Extension Number
= Ring time in seconds before Call Forwards
To set another telephone to Call Forward Busy-No Answer to an outside
destination number after a set time:
= Call Forward Busy No Answer Access Code sequence
= Other telephone’s extension number= Call Forward Passcode for other telephone+ #
= Outside Line Access Code
= 1 + Area Code + Telephone Number
= Must press after entering an outside destination number
= Ring time in seconds before Call Forwards
Call HistoryIncoming calls with Caller ID or ANI information can be optionally recorded
into a rolling list for the station where the call is ringing. The call is placed in
the list along with the number, name (if provided), time and date of the call,
and status of the call (answered, abandoned, or redirected). You can access
this list from an LCD telephone with a flexible Caller ID button.
View Call History•When your station is idle, press the Caller ID button. The Caller ID LED
lights green and the latest record displays.
•Press Vol +
record.
•To view the call date, time, and status, press SK2 (press again to toggle
to call name/number).
▲for the next record; press Vol +▼ for the previous
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Feature Operations
Call ParkThe Call Park feature enables you to hold a call temporarily in a location other
than your telephone. These areas are called orbits. You or another telephone
user can retrieve a parked call from its orbit by specifying the orbit number.
You can specify one of 20 General Park Orbits (7000~7019) or a valid
extension number within the system.
Once you have parked a call in an orbit, you can:
•Hang up and retrieve the parked call at a later time.
•Originate another call.
•Access a voice paging device to announce the parked call for pickup from
another station.
If you park a call and it is not retrieved, it will recall to the parking station and
one of the following occurs:
•If your station is idle when the system Call Park recall timer expires, the
parked call automatically recalls to your station.
•If your station is busy, the parked call camps on.
If you have an LCD telephone, you can let the system automatically select an
available orbit number which displays on your LCD.
Park a Call1.While on a call, press Park in Orbit or press Cnf/Trn + #33. The LED
flashes green (consultation-hold). If you were on an extension during the
call, and you have line button on your telephone, the line LED will flash
until the call is picked up (depending on programming).
2.Specify the Park Orbit using one of the following:
•Press
Orbit between 7000~7019. The chosen orbit appears on the
LCD.
•Enter a valid extension.
•Press # and the system automatically selects your extension as
the orbit.
3.Hang up. The caller’s extension or line number and the orbit number are
shown. If the parked call is not retrieved within a specified time, the call
rings back to your telephone. When a parked call recalls your telephone,
the LCD shows the line or extension that is recalling and the orbit number.
Retrieve a Parked Call1.Press Park in Orbit or press your extension button + #32.
2.Enter the Orbit Number where the call is parked or # for the extension
from which you are calling. You cannot use
The extension LED flashes at the in-use rate when the call is retrieved.
and the system automatically selects a General Park
*
to retrieve a parked call.
*
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Feature Operations
Call PickupYou can pick up a call that is ringing another station’s extension, a call placed
on hold at another station and other types of calls. When you pick up an
internal call, the calling station and the called station display on your LCD.
Group PickupOne or more stations can be assigned to a pickup group, there are a total of
48 pickup groups available. You can easily pick up ringing calls on other
extensions. Ringing calls include: new, transferred, internal, or external calls.
You will have the ability to pick up calls for other extensions in your group and
other groups as well. See your System Administrator for group assignments.
Ringing, Page or Held Call
Pickup
This feature picks up ringing or held calls, including Group Page and All Call
Page calls. If these types of calls occur at the same time, the pickup priority is
station-to-station and then Page calls in the order of occurrence. In some
systems, this feature can be applied to pick up All Call Page exclusively.
Perform Call PickupPress the buttons shown in the table below for the desired Pickup feature.
Table 3-1
Ringing or
Page Calls
To Pick Up:
Press Ext. Button, then dial
access sequence below:
Directed DN A call ringing or held at the Extension Number.#5#6 + Ext. No.
A call Ringing, held or parked at the Ext. No.#5#29 + Ext. No.
Group A call ringing a member of your pickup group.#5#34
Directed Ext. A call ringing on any line of this Primary Ext. No.#5#5 + Primary Ext. No.
Directed
A call ringing an extension in this Pickup Group.#5#32 + Group No.
Group
Ext. No.A call ringing this Ext. No. only. Other lines ring-
#5#22 + Ext. No.
ing on the same phone are unaffected.
Outside CallsAny incoming outside line call.#5#9
Press
Held CallsTo Pick Up:
Local
A call held on this telephone.#5#71
Ext. Button, then dial
access sequence below:
Retrieve
Remote
A call held on another Primary Ext. No.#5#72 + Primary Ext. No.
Retrieve
Directed Ext.
Retrieve
A call held on for this Ext. No., regardless of
where this Ext. No. appears.
#5#74 + Ext. No.
Notes:
•The Primary extension number is the directory number by which the
telephone set is defined. Other, non-primary extension numbers may also
appear on the telephone. By convention, the Primary extension number is
assigned to the first button (on the bottom left-hand side) of a multi-button
telephone.
•If more than one call is on hold, the call on the telephone’s lowest button
number is picked up.
•Ringing calls are picked up over held calls as a priority.
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Feature Operations
Call TransferCall transfer allows a call to be directed from one telephone to another.
There are two types of call transfer:
•Blind transfer – The call is directly transferred to another extension
without announcing the call or waiting to see if the caller is available.
•Supervised transfer – The call is “supervised” during the transfer process
so the call can be announced to the receiving party before completing the
transfer. A supervised transfer also allows the person originating the
transfer to take back or cancel the transfer.
Perform Call Transfer
Immediate
1.While on a call, press the TRNS Soft Key.
2.Dial the extension where you want to transfer the call.The call rings the
destination station and your telephone returns to the idle state. If your
telephone does not go idle, the destination may be located in a remote
node, so you need to hang up to return to idle state.
Note:For DN in remote node, the user can transfer by entering # after DN is
entered.
Transfer Using The Cnf/trn
Button
Transfer A Call Directly To
Voice Mail (Vm)
1.While on a call, press Cnf/Trn. Your Line LED flashes green and you
hear an internal dial tone.
2.Dial the extension where the call will be transferred. You can remain on
the line and announce the call or hang up to complete a “blind transfer.”
Note:If the privacy option has been disabled, then if you use a Line button
when you transfer the call, the LED will flash red until the receiving
party answers. While the LED is flashing, you can press the Line
button to return to the call. If the receiving party answers the call, the
LED turns solid red and you cannot reconnect to the original caller.
During call transfer, you can connect all three parties by pressing the
Cnf/Trn button or by pressing the JOIN soft key. This allows the
three parties to talk together.
3.Transfer with Camp On: If the station where you want to transfer the call
is busy, you may hang up and the transferred trunk or station will be
camped on to the busy destination.
1.While on a call, press Cnf/Trn.
2.Enter #407.
3.Enter the VM mailbox number (usually the same as the extension
number) + #.
4.Hang up and the caller is connected to the VM mailbox. This feature does
a blind transfer to VM.
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Feature Operations
Call WaitingYou can answer a call that is transferred to your station, even when your
station is busy. When another call is camped onto your station, you hear two
Camp-on tone beeps and the extension or Line LED flashes red (on-hold).
If a call is sent to your station when busy, and your station does not have an
extension button available to receive the call, two camp-on tone beeps are
sent to your telephone. You must disconnect or transfer the existing call to
answer the waiting call.
Place Current Call on Hold
to Answer Waiting Call
Using the Flashing
Extension Call to Answer
Waiting Call
Press Hold. The existing call is placed on hold. The camped-on line rings
your station (the Line LED flashes green - incoming call) or, if your telephone
has the Auto Hold feature, just press the flashing extension button.
You are connected to the transferred call. The extension or Line LED flashes
green (in-use).
Note:See your System Administrator to find out if you have Auto Hold.
Press the flashing extension or Line. The existing call is placed on hold. The
camped-on line rings your station (the Line LED flashes green - incoming
call). This disconnects the current call and connects you to the transferred
call. The extension or Line LED flashes green (in-use).
Caller ID Incoming calls to your extension with Caller ID can be recorded into a rolling
list that is saved on your telephone. The call information is placed in the list
along with the number, name (if provided), time and date of the call, and
status of the call (answered, abandoned, or redirected). You can access this
list from an LCD telephone with a flexible Caller ID button.
Caller InformationThe caller’s number and name can be displayed on the IPT or attendant
console’s LCD. The caller information is stored in the system, retrieved at
relevant extension stations, recorded on SMDR, and sent to an external
server and client through CTI link, if necessary.
Caller information can also be sent to a voice mail device integrated into the
system.
Display Caller InformationWhen the caller information is provided from a station, it is indicated at a
destination station (IPT or attendant console).
The caller information displays at the relevant station even when the
destination differs from the original destination due to transfer or Call Forward.
On the line where the caller information is not provided temporarily or it is not
provided originally, “LN xxx” will display.
Notification of Caller
Information
View Saved Caller ID
Information
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Automatic Number Identification (ANI), CLASS, Calling Line Identification
Presentation (CLIP) and Calling Name Identification (CNIP) are the services
used to send the caller number from a public telephone network.
1.When your station is idle, press the Caller ID button.The Caller ID LED
lights green and the latest record displays.
2.Use the soft keys (Next, Prev, Call or Exit).
Note:Caller ID is displayed when a call is first answered and displays for
the first 15 seconds of the telephone call.
VIPedge
Feature Operations
Conference CallYou can conference together up to eight parties (including yourself). The
actual number of conference parties with acceptable volume levels depends
on the local and far end telephone line conditions.
The person who initiates the conference call is the Master. If, after the
conference is established, the Master exits the conference, the first station to
have been added to the conference becomes the Master.
Set up a Conference Call1.While on a call, press Cnf/Trn. You hear a dial tone and your Line LED
flashes green.
2.Call another station or outside line.
3.When the called party answers, press Cnf/Trn. If you receive a busy
tone or no answer, press Cnf/Trn again to return to the original
connection.
4.All parties are conferenced. If the second call was placed on a Line that
appears on your telephone, the LED also flashes green.
5.Repeat steps 1~3 until all parties are added or the maximum number of
parties is reached.
6.When the Master of the conference hangs up, the control is automatically
transferred to the first internal station added to the conference call. If no
other internal stations are included in the conference call, the call will be
disconnected.
Note:An SLT or SIP station cannot be a Master for a conference call.
Transfer Conference
Control
Hold a Conference CallIf you are the Conference Master, press the Hold button once (or twice for
Adding Voice Mail to a
Conference
Add Voice Mail to a
conference call
(performed by Conference
Master)
1.Complete Steps 1 and 2 above to add the line where you want to transfer
conference control. See previous Note.
2.Announce the call and hang up to transfer it. This station now becomes
the conference Master with the ability to add or delete parties.
Executive Hold) to place the conference call on hold. The other parties can
continue with the conference. Music-on-hold is suppressed and your
extension LED flashes green. You can rejoin the conference at any time by
pressing your extension button. When you return, you retain Master status.
The Conference Master can add voice mail to a conference. This feature
enables participants in a conference to listen to or leave a voice mail message
during a conference call.
1.Press Cnf/Trn to place the current call on Consultation Hold.
2.Dial the voice mail (VM) extension number, then enter the VM mailbox
and security code. This adds the voice mailbox to the conference.
3.Press Cnf/Trn to reconnect to the original party. (You can continue to
add conference members by pressing Cnf/Trn and dialing another
extension.)
Now, all parties in the conference can listen to or record a message to
this voice mailbox. Only the Master can control the VM with Soft
Keys.
Supervising a Tandem
Call
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1.While talking on an outside call, press Cnf/Trn. You hear a dial tone. The
extension LED flashes (conference rate).
2.Dial an outside telephone number.
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Feature Operations
3.After the party answers, press Cnf/Trn. The extension LED flashes (in-
use rate) and all parties are conferenced.
4.If you receive a busy tone or if the station does not answer, press the
flashing extension button to return to the original connection.
5.Press Cnf/Trn and hang up. The extension LED flashes (exclusive-hold
rate) and the two lines are connected. The LED turns Off when the parties
hang-up.
6.To supervise a tandem call, press the extension button. If the parties have
finished, hang up. If the parties are still talking, press Cnf/Trn and hang-
up. Both Line LEDs turn Off and the connection is released.
If your telephone company provides automatic disconnect
supervision, the connection will release automatically when the
parties hang up. If not, the lines must be supervised to be
disconnected.
Conference Add/Split/
Join/Drop
If you initiate a conference with two or more parties, you can continue to add
outside callers to conference; or you and another member of the conference
can leave (Split) the conference for a private conversation. During this time,
other conference members remain connected.
You can then Join both of you back into the conference, or you can Drop
(disconnect) the member you are connected to. This feature is performed with
Soft Keys if you have a LCD phone or with a Split button programmed on one
of your Programmable Feature Buttons.
Important!You must be a conference master to perform the Add,
Split, and Drop features. The conference master is the
person that initiates the conference call. If that person
drops from the conference, the first person added to
the conference becomes the conference master.
Add an Incoming call to
the Conference
1.Place the first caller/Conference on hold.
2.Answer the incoming ringing call.
3.While speaking to the incoming caller, press Cnf/Trn button.
4.Press the blinking DN where the first caller/Conference was placed on
hold.
5.Press Cnf/Trn twice to join all parties together.
Split from a conference1.While in a conference call on an IP5000-series phone, press the
(Split) soft key or Split button.
2.Press the
NEXT soft key until you see the extension number for the party
that you want to Split out of the conference.
3.You can return both yourself and the other Split party back into the
conference by pressing
JOIN.
SPLT
RTRN terminates a feature operation and returns to the previously
displayed state.
Drop the Split party from a
conference
Press the
DROP Soft Key. The party that you are talking to privately (the party
which you have Split from the conference) will be disconnected (Dropped) and
you will rejoin the conference.
If you are in a three-way conference and Split with one of the parties, the
remaining party will essentially be “on hold” until you return to the conference.
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Feature Operations
Do Not DisturbIf your station is in Do Not Disturb (DND) mode, internal, external and
transferred calls do not ring your station and Off-hook Call Announce calls are
denied. You can continue to make calls while in the DND mode. When
originating a call in DND mode, you will hear a short burst of interrupted dial
tone followed by a continuous dial tone. You can start dialing at any time
during either tone.
If you put your Primary extension into DND mode, all calls to that telephone
are rejected. If your extension is set for Call Forward-Busy or Call ForwardBusy/No Answer, the call is redirected to the forwarding destination
immediately.
If you put an extension other than the Primary extension into DND, only calls
to that extension on your telephone will be blocked. Appearances of that
extension on other telephones continue to ring.
Activate DND on your
Primary extension
Activate DND on a non-
Primary extension
Deactivate DND•
Setting DND for Another
Extension
•Press Do Not Disturb or #6091 (hear Success Tone). The LED lights
steady red and DND mode is activated for the entire station.
•Press the desired extension appearance and Do Not Disturb or
#6091 (hear Success Tone). The LED lights steady red and DND mode
is activated for that extension on your telephone.
Press Do Not Disturb or #6092 (hear Success Tone). The LED light
goes out and DND mode is de-activated.
To activate DND for another extension:
•Enter #6191 (hear Entry Tone) + the Primary extension of the remote
extension + the pass code + # (hear Success Tone). This sets DND as if
activated by the Primary extension on the target telephone.
Note:There is no entry tone available for single line telephones or SIP
stations.
To deactivate DND for another extension
•Enter #6192 (hear Entry Tone) + the Primary extension of the remote
extension + the pass code + # (hear Success Tone). This removes DND
If you activate DND while a call is ringing, the ringing stops. The LED
continues to flash on your telephone and ring on other appearances.
Emergency CallTo make an emergency call, dial 911 or Access Code + 911. This
depends on off-hook preference set up for your telephone.
Note:Check with your System Administrator for the Access Code because
this code may be different from the one used to get an outside line.
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Feature Operations
Emergency
Monitoring Station
Your system may have one IP telephone assigned as an emergency
monitoring station. If your telephone has this assignment, your line LED will
flash green when someone makes a 911 call. When you answer the call, you
can listen in and participate in the conversation. See your System
Administrator for more information on this feature.
Emergency RingdownIf a station remains off-hook for a programmable period, it can be
automatically treated as an Emergency Call and directed to an emergency
destination. The station may have partially dialed a number or have dialed no
digits at all. Each station is programmed with its specific emergency ringdown
destination.
A station number or a group pilot number can be specified as an emergency
ringdown destination. In a private network, the station or pilot number must be
in the same network node.
Message WaitingMessage Waiting is shown on the Msg button which flashes red when there
are messages waiting. The waiting message indicators can come from the
voice mail system or they can be internal messages sent from other
extensions.
The messages from other extensions are notifications that someone has
called your extension and wants you to call them back.
An extension can receive up to three Message Waiting indications, one
additional indicator will always be reserved for the voice mail system.
Responding to a Lit Msg
LED
Turning On/Off MW LED
on Another Extension
Note:If there are Phantom DNs (PhDNs) programmed on an extension,
each PhDN can receive up to three message waiting indicators.
1.Press the Red flashing Msg button. The telephone will dial the message
source (the voice mail or another extension). See Note below.
2.When the call is finished, hang up and the message waiting indicator will
clear.
3.If the Msg LED continues to flash, there are additional messages to
check, repeat steps 1-2.
Voice mail devices have a short delay in turning off the message waiting
indicators.
4.To manually turn off the Msg LED, press your extension button, then enter
#409. Repeat this sequence until all the messages are cleared.
Notes:
•If there is a + on the LCD, press the Next Soft Key to scroll through the
messages sent to that extension.
•To see who has sent you messages, or to retrieve the messages, press
the flashing Msg button.
When an extension is called, the calling party can choose to send a message
to the called party. This is a notification to say that a call has been missed and
the calling party would like to be called back.
By sending a message to another extension you turn on their Msg LED.
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Feature Operations
1.Dial an internal extension. You may hear ringing or busy tone.
2.Press Msg or 7. The Msg LED flashes red on the called telephone. At
your telephone, the Msg LED lights steady red and the LCD shows the
station number where the Message Waiting light was sent.
3.If you decide to cancel the Message Waiting light at this point, press Msg
or 7 again while ring-over tone is playing and the light will cancel. If you
want to cancel the message later, call the telephone where you set the
message and press 7 twice.
4.Press Spkr. Your Msg LED turns Off. The Msg LED on the called
telephone flashes until the called party presses the flashing Msg button
which calls you back.
5.Turn off the Message LED.
The two ways to turn Off a Message LED are:
Method 1
1.Press #64 plus the extension number that has the message light
set.
2.Press Spkr or hang up to end the call.
Method 2
1.Dial the extension that has the Message LED.
2.Press 77.
3.Press Spkr or hang up to release your telephone.
Microphone Cut-OffThis feature prevents callers from monitoring the sounds near your telephone
when your telephone receives a Handsfree Call or cuts-off the telephone
microphone while on a speakerphone call. When the feature is ON, the
Microphn Cut-off LED lights steady red and the Mic and Spkr LEDs do not
light when your telephone is called. When the feature is OFF, the Microphn Cut-off LED is not lit and your microphone works. The Microphn Cut-off
functions on Handsfree Answerback and speaker OCA calls for privacy.
To turn the microphone ON/OFF
•
Press Microphn Cut-off to toggle between ON/OFF.
Off-Hook Call
Announce (OCA)
Off-hook Call Announce (OCA) enables you to complete a call to a busy
telephone. Your telephone must be programmed to either announce
automatically or to announce after you press a button on your dial pad. The
destination telephone must be programmed to accept an OCA. The
announcement may be delivered over the speaker.
Make an OCA Call•
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Manual – Dial an extension. When you hear a busy tone press 5 and,
after one long tone, you can talk through the speaker of the destination
telephone. The person you are calling has answering options as
described below.
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VIPedge
Feature Operations
•Automatic – If your telephone and the extension you are calling have
been programmed for Automatic OCA, you can talk through the speaker
of the destination telephone without hearing the busy tone and without
dialing 5.
Answer a Speaker OCA
Call
Speaker Off-hook Call
Announce
1.If you have a handset call in progress and you hear one tone, this
indicates that a second station is calling. The second caller connects to
the speaker in your telephone. The Spkr LED flashes and the Mic LED
lights. You will be speaking to the first caller through your handset and the
second caller through the microphone.
2.To turn off your microphone speaker to the second party, you can press
Mic or Microphn Cut-off; the Mic LED turns Off. You will no longer be
talking to the second caller, although the caller can still speak through
your speaker.
3.Press Mic or Microphn Cut-off again to reconnect to the second
caller. You can toggle as often as you choose. If you do not want the first
caller to hear your conversation with the second caller, cover the
mouthpiece of your handset.
IP5000-series telephones can receive Speaker OCA which enables stations
to receive internal calls over their speaker while on another call using the
handset.
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Feature Operations
Override
Override CallsThe available override features are:
Busy OverrideRing Over Busy Override enables you to send a muted ring tone to a busy
•Busy Override
•Do Not Disturb Override
•Executive Override
•Destination Restriction/Traveling Class Override
•Class of Service Override
•Privacy Override
station to indicate a call is waiting. The Busy Override (BOV) muted ring can
be programmed for each station to be two muted rings only or continued
muted rings until the call is answered. This option applies to the station
receiving the muted ring. The muted ring can be sent to the telephone
speaker or to the telephone handset/headset and speaker.
To use Busy Override
•After reaching a busy station, press 2. A muted tone is heard at the busy
station, indicating that a call is waiting. The station number displays.
Do Not Disturb OverrideDo Not Disturb (DND) Override lets you send a call waiting tone or ringing to a
station in DND mode to indicate that a call is coming in. Your telephone may
be programmed to block DND Override from other telephones. Your station’s
LCD shows that the station you have called is in the DND mode.
OCA is possible to DND stations from stations that are programmed for DND
Override.
To use DND Override
•After reaching a station in DND mode, press 2. A tone signal is heard at
the DND station, indicating a call is coming in. On your station, the LCD
shows the station number you have overridden.
Your LCD displays DND OVR DENY if the station you called denies
DND Override.
Executive OverrideExecutive Override enables you to enter an established conversation. Your
telephone can also be programmed to block Executive Override from other
telephones.
To perform Executive Override
•After reaching a busy station, press 3
Or, if you have an LCD telephone, use the OVRD Soft Key. You enter
a conference with the busy station and the party to whom he was
talking. The called parties may hear an optional tone signal prior to
your entering the conversation.
Your LCD displays EXEC OVR DENY if the station you called denies
Executive Override. If you do not have Override privileges, you will
camp on.
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Feature Operations
Destination Restriction/
Traveling Class Override
Class of Service OverrideBy dialing a Class of Service (COS) Override code, a user can change a
Enables a station user to override the Destination Restriction or Traveling
Class of a particular telephone by entering a pre-determined account code.
To use Destination Restriction or Traveling Class Override
1.Press #471. A Confirmation tone plays and the LCD shows “Enter OVR
Code.”
2.Enter the trunk access code or LCR access code.
3.Dial the external telephone number.
station’s set of privileges to one associated with the override code. When the
call is terminated and another is attempted from the same station, the original
COS is applied. This allows selected users to override restrictions that are
placed on any telephone in the system.
To perform Class of Service Override
1.Access a Primary or Phantom DN. You hear a dial tone and the LED
flashes at the in-use rate.
2.Press #471. Dial tone stops. Your LCD prompts you to enter a code.
3.Enter the COS Override Code (four digits). You hear a dial tone.
4.Dial a telephone number.
Note:For security reasons, the override codes are only available on a
selected basis. See your System Administrator.
Privacy OverrideThis feature enables you to enter an established call on a line you share with
another telephone. Up to two station users can enter an existing Central
Office (CO) line-to-station call (i.e., up to three stations can be connected to a
CO line). You can also use this feature if the station that is already connected
to the CO line is in the Privacy Release mode.
Station users with Privacy Release can allow stations with the shared
button appearance to enter their conversations, even if the station entering
the conversation is not programmed for Privacy Override.
PagingStation users can make page announcements to telephones. Check with your
System Administrator to find out the zone numbers for various paging groups.
Verify with your System Administrator if there are sufficient vacant media
resources for successful paging.
To make a Page announcement to telephones:
1.Lift the handset, press your extension button and enter a paging access
code.
2.Make your announcement, then hang up.
To make a Group Page
•Press Group Page and enter the Group number (01~24)
— or —
•Press extension + #31 and enter the zone number.
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Feature Operations
Answering a PageTo answer a Group Page, lift the handset off-hook, dial #5#36 and enter the
Page Zone number (01~08, depending on your telephone system).
All Call PageYou can make an All Call Page to telephones assigned to the “All Call Page
Group.” Stations are assigned to the “All Call Page Group” in system
programming.
To make an All Call Page:
1.With the handset off-hook, press All Call Page
— or —
Dial #30. This pages all telephones in the All Call Page Group, not the
external speakers. Paging external speakers requires a separate action.
2.Make your announcement then hang up.
Answer All Call Page1.Lift the handset off-hook, dial #5#36.
2.Enter the Page Zone Number (01~08, depending on your telephone
system).
Emergency PageAn Emergency Page overrides Group Pages or All Call Pages to telephones
only.
•To make an Emergency Page, lift the handset off-hook, dial #37.
•To make an Emergency Page to a group, lift the handset off-hook, dial
#38 and enter the Group number.
PrivacyPrivacy controls the ability of more than one person to use the same
extension at the same time. Privacy applies to multiple appearances of
extensions, Phantom extensions, outside Lines, and outside Line Group
buttons. The application of Privacy to individual telephones is controlled in
system programming.
By default, the system is private. If you are in a conversation, another
telephone with an appearance of the line on which you are talking cannot
intrude unless that telephone has been programmed for Privacy Override. In
that event, the other telephone may enter and leave the conversation at will. If
all users are provided with Privacy Release in Class of Service, the system
will function as non-private.
Your telephone may be equipped with a Privacy Release and/or a
Privacy on Line button. On a normally private telephone, Privacy
Release allows other appearances of your line to join the conversation. On a
normally non-private telephone, Privacy on Line allows you to exclude
others. The Privacy condition may be toggled at any time during a
conversation. At the end of the conversation, the line’s privacy condition
returns to its original state.
Use Privacy Release•While on a CO line call, press Privacy Release. The LED lights red.
The outside line flashes at all appearances. When another station user
enters the outside line call by pressing a common outside Line, the
Privacy Release LED turns Off.
•To add a third station, press Privacy Release again; the process
repeats.
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Feature Operations
Set/Cancel Privacy•Press Privacy on Line to set privacy. The LED lights steady red.
Others are blocked from entering your outside line calls when they press
a common Line.
•Press Privacy on Line again to cancel the feature. The LED turns Off.
RedialUse this button to redial the last number dialed from your telephone.
•
To redial the last number, press Redial or
0.
*
Speed DialSpeed Dial (SD) enables you to dial a sequence of up to 32 digits with a
shorter code. Dial sequences can include telephone numbers, authorization
codes, passwords feature activation codes, and pauses. Speed Dial may be
used to originate a call or invoked after a call is established. There are two
types of Speed Dial:
•
System SD – All telephones in your system can share a list of up to 800
System Speed Dial numbers under the exclusive control of the System
Administrator. In some cases, System Speed Dial enables you to reach
numbers that you would not be allowed to dial directly from your
telephone.
•
Station SD – Your System Administrator allocates a block of up to 100
personal SD numbers (10 per telephone). You have exclusive use of them
and you can create and change them from your own telephone. If you
have a 9-Line LCD telephone, you can assign names to your station SD
numbers to appear on the Personal SD Directory display.
Personal Speed Dial1.See your System Administrator to check how many personal Speed Dial
Making a Call Using Speed
Dial
Speed Dial (Dialing an SD number)
Station
System
a. Stations must be assigned/enabled Speed Dial capabilities in system programming.
b. If your telephone does not have a Spdial button, press the * button, then dial the three digit Speed Dial
numbers are allocated to your telephone and if you have Speed Dial
capabilities enabled on your telephone.
2.Set up / Store your personal Speed Dial numbers.
3.Assign names to personal Speed Dial numbers (on supported models).
There are two ways to begin a Speed Dial Call.
1.Press Spdial on an IP5000-series digital telephone
or press the
button on any telephone.
*
2.Dial the Station or System Speed Dial Number. Station Speed Dial
4.Set System Speed Dial to enable/disable. Default is Disable.
5.Click on the Save icon.
Long SD NumbersUp to 32 digits can be stored in one SD location. If you exceed 32 digits, the
excess digits are automatically stored in the next sequential SD location. If SD
100 contains 40 digits, then 8 of those digits would be stored in SD 101. If you
save other digits to SD101 they will over-write the eight digits automatically
stored there.
Storing Personal Speed
Dial Names
Assign Statio n Speed Dial
Names
You can store names with Personal Speed Dial numbers. These names will
display as Soft Keys which can be used for dialing from the telephone LCD
directories.
Notes:
•Speed Dial locations must be assigned to your telephone by your System
Administrator before you can store names. Your System Administrator
can also associate names with Station Speed Dial numbers.
•Only the Administrator telephone can store System Speed Dial numbers.
Web-based User Administration
1.Login and select Speed Dial, then select or enter the desired Speed Dial
Index and set the number and name.
2.Enter a Speed Dial location number (100~199 for personal speed dial or
200~999 for System speed dial, depending on system programming).
3.Enter the telephone number to be stored. If you normally dial a line
access code (such as 9) and/or an area code, enter the codes before the
telephone number.
4.Input the name you want to appear in the Personal SD directory (nine
characters max).
5.Click on Save icon to register the information.
Time and Date Setting
(Local)
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IP telephones will display the time, day and date of the time zone of the
telephone system location it is connected to. If the IP telephone is not located
in the same time zone as the telephone system, the IP telephone can be used
to change the time, day and date of the IP Telephone to the local time zone in
which the telephone is located.
T o change the Date
•From the IP telephone, dial #653 and enter YYMMDD#
Example: To set the date to March 12, 2008.
YY = Year, example 08
MM = Month, example 03
DD = Day, example 12
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Feature Operations
Note:The IP telephone date can only be changed one day before or after
the telephone system date. The day will change automatically when
the date is changed.
To change the time
•From the IP telephone, dial #654 and enter HHMMSS#
Example: To change the time to 01:30 PM
HH = Hour, example 13 (range is 00~23, 24 hour clock must be
entered)
MM = Minutes 30 (range is 00~60. It must be within 15 minutes of
system time.)
SS = Seconds (range is 00~60).
Note:The time set must be within 15 minutes of system time.
Tone First / Voice
To determine the signalling on the telephone circuit.
First Signalling
Tone First SignallingWhen the telephone rings and the called party must press Spkr or lift the
handset in order to receive the call.
Voice First
Signalling
Uniform Call
Distribution
The telephone does not ring when it is being called, rather a long tone is
heard, followed by the caller's voice coming through the speaker. This method
automatically starts in a hands free mode and allows both parties to speak
with each other.
Note:The calling party has control over whether Tone First or Voice First
Signaling is being used. The ability to switch between the two is setup
by the System Administrator.
To change the signalling method while placing the call
1.Enter the extension number
2.Press 1 to turn on Tone First Signaling.
3.Press 2 to turn on Voice First Signaling.
Uniform Call Distribution (UCD) provides a simplified ACD service based on
the Distributed Hunt feature. Incoming calls are answered by the voice mail
Auto Attendant function or they can be directly routed to the UCD (Distributed
Hunt) Pilot number. The call will go to the next agent or, if all agents are busy,
the call will camp-on to the Distributed Hunt pilot and ring-back tone or Musicon-Hold (MOH) will be sent.
This feature distributes incoming calls to available agents. Agents must be
logged into the group to receive UCD calls. The following illustration shows
the typical call flow for this service.
1.Agent logs into the UCD group.
The call is received from PSTN or extension.
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Feature Operations
Login/LogoutLogin and Logout is controlled by the Login key assigned to the agent phone.
2.The call is routed to voice mail which provides the initial greeting using
the Auto Attendant service.
3.The voice mail can be configured to prompt callers to enter the
destination number or to route the call to the pre-determined destination.
4.The voice mail transfers the call to the UCD group pilot.
5.The call is delivered to an idle agent who is logged-in to this group.
6.If no agent is available in the hunt group, the call is queued to the UCD
pilot.
•The caller may hear the MOH source assigned to this group or
Ring Back Tone (RBT) depending on the configuration.
•The call will be delivered to the first agent that becomes igle.
•If the call cannot be answered within the preconfigured time, the
call is routed to an overflow destination.
•If no overflow destination is programmed the call will remain in
queue.
The Log status is displayed on the Login key as shown below
•Login - Key is On Steady
•Logout - Key is Off
The Login/Logout feature is applied to the call which terminates to UCD pilot
only. Therefore, the call can terminate to agent Prime or Phantom PDN
directly even if the agent is in Logout state. Also, Login/Logout can be
activated by an access code. The default numbering plan is shown below.
Access CodeFeature
#6061Login - from Agent Station
#6062Logout - from Agent Station
#6161
#6162
+ DN + #Login - Agent Station (DN) from another station
+ DN + #Logout – Agent Station (DN) from another sta-
tion
where DN = the Directory number of the agent station.
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Messaging Features4
Access your
Mailbox by Phone
Set up Your
Mailbox for the
First Time
The following information is required:
•Phone number to call the voice messaging system (this may be different from
inside and outside of the organization)
•Your mailbox number
•Your security code (password)
Many organizations allow you to access your mailbox directly from your office
phone by pressing the “Message” button. When using this button, you are
prompted for your password. If you don’t see this button on your phone, contact
your system administrator to see if it is available.
The first time you access your mailbox, the system asks you a few questions to
set up your mailbox.
1.Enter your initial default password.
If you do not have this, it can be obtained from your system administrator.
Once you enter your default password you are prompted to change it for
security purposes.
2.Record your first and last name.
This identifies your mailbox when you log in, as well as identifies your mailbox
to other internal subscribers.
3.Record your personal greeting.
This is the greeting callers hear when directed to your mailbox. You can
change your personal greeting at any time in the future, or set up a temporary
(extended absence) greeting.
If your mailbox is enabled with voice commands, the first time you access your
mailbox you also hear a short tutorial that guides you on using spoken commands
to navigate your mailbox.
Once you have completed this set up process, the system notifies you there are
any new messages in your mailbox.
To access the New User Setup at any time in the future, press 7 from the main
system options menu.
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Messaging Features
Check New MessagesMost organizations have a message indicator light on office phones. By
default the message indicator will light up when you have a new voice
message, but some system administrators will also set it up to indicate when
you have a new fax message.
To check new messages and access your voicemail box:
1.You will need the following information:
•Phone number to call the voice messaging system (this may be
different from inside and outside of the organization)
•Your mailbox number
•Your security code (password)
2.From the Subscriber’s menu, press 1 to review new messages. The
system will play any priority stamped messages first.
You can also receive a text message to your cell phone or pager when a new
message arrives, or set up a “call-out” where the system will call any
designated phone number (e.g. a cell phone or home phone) when a
message has been left in your voicemail box.
Review saved
messages
Saved messages are messages you have already heard and saved. A
message is moved to your saved messages when you press 1 during or after
message playback. The length of time a saved message is kept before being
permanently deleted (for example, 30 days) is set by your system
administrator. Your system administrator will also designate if you receive
notification that a saved message is about to be permanently deleted,
providing you with the opportunity to save it again if you wish to keep it for a
longer period of time.
To review saved messages:
1.Call the voice messaging system
2.Press 1 2 from the subscriber’s menu to review saved messages.
Envelope InformationPress 8 while listening or after listening to the message to find out who sent
the message as well as the date and time sent.
While listening to a message, you can press 4 to rewind or 6 to fast forward
(in increments of five seconds or as programmed by the system
administrator). You can also press 5 to pause the message and 5 again to
resume it (it automatically resumes after 60 seconds or as programmed by
the administrator).
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Volume /Speed
Control
You can use the following keys at any time during message playback to
change message volume or message speed.
Press 9 then one of the following keys:
1 Low Volume
2 Normal Volume
3 High Volume
4 Low speed
5 Normal speed
6 High speed
Reply to a MessageDuring message playback or after the message has finished playing, you can
reply to the sender of the message. The message will be delivered directly to
the sender’s voicemail box.
1.Press 7 1 while listening to a message or after the message has finished
playing.
You can use the following keys at any time during message playback:
1 Save the message
2 Listen to next message
3 Erase the message
# Repeat the message
7 Reply / Redirect the message
8 Envelope information
9 Speed or volume control
2.The system will prompt you to record a message. Use the following
options to send the message.
Call Back DirectlyIn addition to replying directly to a mailbox, you can also call back the sender
of a message. This option will ring their phone rather than send a message to
their mailbox.
1.Press 7 while listening to a message or after the message has finished
playing.
2.You now have a few options:
•To call the number and delete the message, press 3
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•To call the number and save the message, press 4
•To call the number and keep the message as new, press 5
3.The system will place you on hold while it transfers your call.
Redirect a MessageDuring message playback or after the message has finished playing, you can
redirect (forward) a message to another subscriber’s voicemail box.
1.Press 7 2 while listening to a message or after the message has finished
playing.
2.The system will prompt you to enter the mailbox to which you wish to
forward the message. You can also use a private or public group
distribution list at this time.
3.After you have made your selection, press 1 to confirm or 2 to change.
4.Press 1 to send without a comment, or 2 to attach a comment to the
beginning of the message. You can send the message with normal
delivery, return receipt and/or priority.
5.The message is now sent. Press
destinations, or 7 to additional destinations with the same comment.
to continue, 2 to send to additional
*
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Erase / Delete and
Retrieve a Deleted
Message
Delete a MessagePress 3 during or after message playback. The message will be moved to a
Retrieve a Deleted
Message
While you are listening to a message, or after a message has finished playing,
you can delete the message from your inbox or saved box.
deleted folder.
Note:You will have a minimum of one day to recover this deleted message;
some system administrators may extend this recovery period.
You may also retrieve a deleted message and move it back into your saved
messages folder.
1.Press 6 from the main subscriber’s menu. If you are currently reviewing
messages press * 6.
2.You now have three options:
•To listen to your deleted messages, press 1
•To move the message back to your saved messages, press 2
•To delete the message, press 3
Note:Erasing a message permanently deletes your message from the
system and you will no longer be able to recover it.
Number of MessagesTo check how many messages you haves:
The system can tell you how many new and saved voicemail messages you
have. If you have fax and email capabilities, the system will also inform you
how many fax and email messages you have.
From the Subscriber’s menu, press 1 4 to hear your message count.
Send A Message
Directly To A
Subscriber’s Mailbox
You can send a message directly to another subscriber’s mailbox from your
voicemail.
To record and send a message:
1.Access your voicemail box.
You will need the following information:
•Phone number to call the voice messaging system (this may be
different from inside and outside of the organization)
•Your mailbox number
•Your security code (password)
2.From the subscriber’s menu, press 2 to record a message.
3.Press any key when you are done recording.
•Press 2 to review your message before sending
•Press 3 to Re-record your message
•Press
to cancel without sending
*
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•Press 1 to send.
•Press 0 for delivery options such as confidential, urgent or
message confirmation.
4.The system will prompt you to enter the mailbox to which you wish to
send the message. You can also use a private or public group distribution
list at this time; see “Using Group Distributions” for more information on
setting up and using group distribution lists.
5.Press 1 to confirm or 2 to change your entry.
When sending a message, the system will also provide you with the option to
send the message with return receipt and/or schedule it for future delivery.
See this chapter for more information on these options and follow the prompts
in the system to use these features.
Note:You can press any key to interrupt the system voice prompt
explaining how to leave a message.
T o Mark a Message as
Confidential
T o Mark a Message as
Priority
When you mark a message as confidential, you inform the recipient that it is
confidential before the message plays.
1.Call the voice messaging system, then press 2 from the subscriber’s
menu to record a message. Press any key when you are done recording.
2.Press 0 3 1 to mark your message as confidential.
3.The system will then ask you to address your message.
When sending a message as confidential, the system will also provide you
with the option to send the message with return receipt and/or schedule it for
future delivery. This chapter contains more information on these options and
follow the prompts in the system to use the features.
When you mark a message as priority, it will be sent to the front of the
subscriber’s message inbox.
1.Call the voice messaging system and select 2 from the subscriber’s menu
to record a message. Press any key when you are done recording.
2.Press 0 3 2 to send your message as priority.
3.Address your message.
When you send a message as priority, you will also be provided with the
option to send the message with return receipt and/or schedule it for future
delivery. See this chapter for more information on these options and follow the
prompts in the system to use these features.
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T o Mark a Message as
Priority and
Confidential
To Request a Return
Receipt for a Message
1.Call the voice messaging system and press 2 from the subscriber’s menu
to record a message. Press any key after recording.
2.Press 0 34 to send the message as priority and confidential.
3.Address your message.
When you send a message as priority and confidential, the system will also
provide you with the option to send the message with return receipt and/or
schedule it for future delivery. See this chapter for more information on these
options and follow the prompts in the system to use these features.
When sending a message to a subscriber’s inbox you can request a
confirmation that the recipient received and listened to the message. A
notification will be delivered to your inbox after the message has been listened
to.
1.Call the voice messaging system and press 2 from the subscriber’s menu
to record a message. Press any key when you are done recording.
2.Press 0 5 to send your message with return receipt.
3.Address your message.
To Request
Notification of Nonreceipt
To Schedule a
Message for Future
Delivery
You can request that the system notify you if a message you send to a
subscriber is not heard. A notification will be delivered to your inbox if the
message is not listened to by a date and time that you designate.
1.Call the voice messaging system and press 2 from the subscriber’s menu
to record a message. Press any key when you are done recording.
2.Press 0 6 to send your message with return receipt.
3.The system will ask you to use your keypad to input a 2-digit month, 2-
digit date and 4-digit time. The system will confirm the date and time you
specify.
4.To confirm and continue sending press 1.
5.Select the mailbox destination and press 1 to confirm and send.
You can schedule a message for future delivery with any delivery option
(normal, priority, confidential, receipt and non-receipt). After you select your
delivery options and address the message you can send the message
immediately or mark it for future delivery.
1.Call the voice messaging system and select 2 from the subscriber’s menu
to record a message. Press any key when you are done recording.
2.Select your delivery option.
3.Select the mailbox destination and confirm.
4.Press 2 for future delivery.
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5.The system will ask you to use your keypad to input a 2-digit month, 2digit date and 4-digit time. The system will confirm the date and time you
specify.
6.Press 1 to confirm and send, or 2 to change your delivery time.
To Send a Message
Using Directory
Assistance
T o Send a Message to
a Group Distribution
If you do not know a subscriber’s mailbox number you can use directory
assistance to find it.
1.From the subscriber’s menu, press 2 to record a message.
2.Press any key when you are done recording and press 1 to continue.
3.Follow the voice prompts to select directory assistance. Many
organizations use 9 but some system administrators change this key
press.
You can send a message to a group distribution list. This option allows you to
send a message to multiple individuals without having to enter in individual
mailbox numbers. For example, if you are a manager, you may wish to set up
a distribution list that includes your team members.
You can set up private (personal) group lists while a system manager will set
up global (public) group lists.
1.From the subscriber’s menu press 2 to record a message. Press any key
when you are done recording and press 1 to continue.
2.Press # to send to a Private Distribution list or # # to send to a global
Distribution list.
3.Enter the group number.
4.Press 1 to confirm or 2 to change your destination.
5.Press 1 to send.
Delete a Message
after Sending
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You have the option of deleting a message from a subscriber’s mailbox if a
message you sent to the subscriber has not yet been listened to.
1.Call the voice messaging system and select 5 from the subscriber’s
menu.
2.Enter in the mailbox number you wish to check and the system will play
the first unheard message you left for the recipient.
3.To delete the message press 3, to replay the message press 1, to hear
the next message press 2.
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Greetings5
Messaging offers a variety of greeting options for your mailbox. Below is a list of
the different greeting options and their intended purpose.
•Default Greeting – The default greeting is the principal greeting for your
mailbox. Once recorded, it is played each time a call is sent to your mailbox.
•Extended Absence Greeting – The extended absence greeting is used
when you are away from the office for an extended period of time; for instance
a business trip or vacation. Because it is separate from your Default
Greeting, you can simply deactivate it and reactivate your Default greeting
without re-recording.
•Busy Greeting – Depending on how your telephone extension is configured,
the busy greeting can be used for when calls arrive at your mailbox, either
because the auto attendant dialed your extension and received a busy signal,
or if your extension is programmed with a busy forward to voice mail. You can
record a custom greeting advising callers that you are on the phone and you
will return their call promptly. If you are not busy on the phone, callers will
receive your Default Greeting.
•Custom Greetings – Each mailbox can have up to nine custom greetings.
Custom greetings can be used for special advisements to callers for which
you don’t want to rerecord your default greeting or use an extended absence
greeting. For example, you may use a custom greeting to advise callers that
you are not in the office due to weather conditions, or to give callers other
special instructions.
Manage your
Default Greeting
Activate your
Extended Absence
Greeting
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When you access your mailbox for the first time you will be asked to record a
personal greeting. You have the option of changing this greeting at any time.
1.Call the voice messaging system and select 3 2 1 from the subscriber’s
menu to change your default greeting. Press any key when you are done
recording.
2.To listen to the greeting you have recorded press 2, to record the greeting
press 3.
You can set up your extended absence greeting which will replace your default
greeting when activated.
1.Call the voice messaging system and select 3 2 2 from the subscriber’s
menu to access your extended absence greeting. The system will advise you
whether your Extended Absence Greeting is activated or deactivated.
2.If an Extended Absence greeting has already been recorded, you can press 1
to activate the greeting.
3.To listen to the greeting you have recorded press 2, to record the greeting
press 3.
VIPedge
Greetings
Deactivate your
Extended Absence
Greeting
Manage your Busy
Greeting
Manage your Custom
Greetings
Call the voice messaging system and select 3 2 2 from the subscriber’s
menu. The system will advise you whether your Extended Absence Greeting
is activated. To deactivate your Extended Absence Greeting, press 1. This
will restore your Default Greeting.
To manage your Busy Greeting:
1.Call the voice messaging system and select 3 2 3 from the subscriber’s
menu to access your Busy Greeting.
2.To listen to the greeting you have recorded press 2, to record the greeting
press 3.
To manage your Custom Greetings:
1.Call the voice messaging system and select 3 2 5 from the subscriber’s
menu to access your Custom Greetings.
2.Press 1~ 9 to select the Custom Greeting you wish to manage.
3.To listen to the greeting you have recorded press 2, to record the greeting
press 3.
Change your
Recorded Name
When you access your mailbox for the first time you will be asked to record
your name. This will identify your mailbox to you when you log in, as well as
identify your mailbox to other internal subscribers. You can re-record your
name at any time.
1.Call the voice messaging system and press 3 3 2 from the subscriber’s
menu to change your recorded name. Press any key when you are done
recording.
2.To listen to your name before saving, press 1.
3.To record your name, press 2.
4.To delete your name, press 3.
5.To save your recorded name simply hang up or press
to exit.
*
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Other Messaging Applications6
Group
Distributions
Set up a Private
Group Distribution
List
You can send a new message or redirect a message to a group distribution list.
This option allows you to send a message to multiple individuals without having to
enter in individual mailbox numbers. For example, if you are a manager you may
wish to set up a distribution list that includes all members of your team, especially
if you send them frequent voice messages.
There are two options for distribution lists: private and global (public). When you
set up a private group distribution list, only you can access and manage this list. A
global group distribution list is set up by a system administrator for everyone to
use, but only the system administrator may add or delete members, delete the list,
or listen to members of the list.
1.From the Subscriber’s menu, enter 3 6 1 to create a new group.
2.Select a number to save the list under, followed by #. You can select any
number from 1 to 5 digits.
3.The system will prompt you to record a list name. The list name will help you
identify the list in the future. To save the name and continue, press
to your recorded name, press 1, to re-record press 2, to delete press 3.
4.After you save the recording you will add members to the list you just created.
Select prompt 4 and the list number, followed by #.
5.To add members, press 2
. To listen
*
6.Enter the first mailbox of the person you wish to add. The system will confirm
the addition.
7.Continue entering any additional members. Press
Add Members to a
Private Group
Distribution List
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You can add members to a pre-existing distribution list at any time.
1.From the Subscriber’s menu, enter 3 6 4.
2.Enter the list number you wish to make changes to, followed by #
3.To add a new member, press 2 and the new mailbox number. The system will
confirm the addition.
4.Continue entering any additional members. Press
when finished.
*
when finished.
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Delete Members from
a Private Group
Distribution List
Delete a Private
Group Distribution
List
Listen to Members in
a Private Group
Distribution List
You can delete members from a pre-existing distribution list at any time.
1.From the Subscriber’s menu, enter 3 6 4.
2.Enter the list number you wish to make changes to, followed by #
3.To delete a member, press 3 and then the mailbox number followed by #.
The system will confirm the deletion.
4.Continue entering any additional mailbox numbers you wish to delete.
Press
In addition to deleting individual members from a private group distribution
list, you can also delete an entire distribution list.
1.From the Subscriber’s menu, enter 3 6 3.
2.Enter the list number you wish to delete, followed by #
3.The system will play the name of the list and prompt you to press # to
confirm the deletion.
You can listen to a list of members in a distribution list at any time.
1.From the Subscriber’s menu, enter 3 6 4.
2.Enter the group list number you wish to listen to, followed by #
when finished.
*
Using a Private Group
Distribution List
Using a Global Group
Distribution List
3.Press 1 to listen to a list of the members of the group.
You can use a private group distribution list when sending a new message or
redirecting a received message.
1.Call the voice messaging system and record a new message or forward a
received message.
2.When you address the message for delivery, you have the option of
inputting a mailbox number or selecting # for a private group distribution
list.
3.Enter the group number you wish to use followed by a #
4.Press 1 to confirm, or 2 to change your entry.
You can use a global group distribution list when sending a new message or
redirecting a received message.
1.Call the voice messaging system and record a new message or forward a
received message.
2.When you address the message for delivery, you have the option of
inputting a mailbox number or selecting # # for a public distribution list.
3.Enter the group number you wish to use followed by a #
4.Press 1 to confirm, or 2 to change your entry.
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Personal OptionsSome Personal Options are optional features which may or may not be available
to your organization. Check with your System Administrator if any of these
features are available to you.
•Send notification to additional devices when a message is left in your mailbox
•Set a wake-up call
•Change your mailbox password
•Set up your personal assistant
•Forward a call to another phone number using follow-me
•Set up call screening
•Set up do not disturb
•Set up a personal schedule
Message
Notification
To Activate or
Deactivate
Message
Notification
Message notification allows you to set up a schedule where you are notified
through additional devices when new messages are received to your mailbox.
Examples of message notification include:
•Receiving a text message to your cell phone
•A notification to a pager
•A call-out to another phone number (e.g., home phone)
Message notification enables you to set a day/time schedule whereby these
notifications are sent. For example, if you work from home one day a week, you
may wish to be notified at your home number if a message is left in your office
mailbox. On the weekends you may still want to know when a new message
arrives, but only wish to be notified by a text message to your cell phone. Each
separate notification is set up through a separate “notification Line.”
Depending on your organization, you may have access to set up message
notification directly, or your system administrator may need to set up message
notification for you. Once message notification is set up, you can activate and
deactivate this feature through your mailbox.
You can use your phone to activate or deactivate message notification once the
schedule has been set up.
1.Call the voice messaging system and select 3 1 1. The system will tell you
whether or not your message notification is activated.
2.If it is not already activated, press 1.
You may also activate or deactivate individual schedule lines. You will need to
know the notification schedule each schedule line refers to.
1.Call the voice messaging system and select 3 1 1. The system will tell you
whether or not your entire message notification is activated.
2.To activate or deactivate a specific schedule line, press 2.
3.Enter the schedule line number
4.The system informs you if this schedule line is activated or deactivated. To
change, press 1.
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Set a Wake up CallYou can set a wake up call to ring a phone (for example, your cell phone) at a
specific time during the day. The wake-up ring will repeat everyday until you
turn it off.
1.Call the voice messaging system and select 3 1 3
2.To set a weekday wake-up call, press 1; to set a weekend wake-up call
press 2
3.The system will tell you whether wake up call is activated or deactivated.
To change, press 1.
4.Once the wake-up call is activated, select 2 1 to enter in a time when you
would like to receive the call.
Change your Mailbox
Password
5.Enter in a 4-digit time followed by a
6.The system will confirm the wake up time.
7.Set up the call-out number. This is the number the system will ring at your
scheduled time. Press 3 and the system will inform you if there is already
a call-out number saved (this allows you to reuse a number without
having to enter it every time you set up a wake up call). To change the
call-out number press 1.
8.Enter the phone number followed by #
9.The system will confirm the number.
Your mailbox password is initially set when you access your mailbox for the
first time and complete the mailbox setup process. However, you can change
your mailbox password at any time.
To change your mailbox password:
1.Call the voice messaging system and select 3 4 1
2.Enter a new password
3.The system will ask you to confirm the password.
for AM or # for PM.
*
You can also delete your mailbox password without entering a new one:
1.Call the voice messaging system and select 3 4 2
2.The system will ask you to press # to confirm deletion
Important!If you delete your mailbox password your mailbox will not be
password-protected.
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Other Messaging Applications
Personal AssistantWith Personal Assistant you can designate buttons that callers can press
when listening to your voicemail message that will automatically transfer them
to another extension. For example, you may wish to inform callers they can
reach your assistant by pressing a number on their keypad.
A Personal Assistant must first be set up by your system administrator to
define the key press. Once the key press is set up you can change the
transfer extension through your phone. Check with your system administrator
to see if any keys are pre-defined in your organization.
To change your Personal Assistant transfer extension:
1.Call the voice messaging system and select 3 7 2
2.Enter the mailbox of the person you wish the call to be transferred to,
followed by #.
3.Change your personal message greeting (see Greetings chapter) to
indicate to the caller that they can use this key press. For example, “Press
1 to be transferred to my assistant.”
Follow meFollow-me enables you to set up your mailbox to forward a call to another
phone number before the call is transferred to your voicemail. For example,
you may be out of the office but are expecting an important call and want all
calls to be transferred to your cell phone.
Follow-me is an optional feature that may or may not be available in your
organization and depending on how it is set up can also allow you to:
•Accept a call or reject it and send it to voicemail
•Record the conversation once the call is accepted
•Conference in the operator and stay on the call or drop out
•Conference in another extension and stay on the call or drop out
Follow Me feature provides telephone operation integration with the following
capabilities.
1.Follow Me feature control button on the phone:
User can now assign the button for Follow Me feature and activate and
deactivate the feature from the button on the IP telephone to easily
change the operation when users are in the office or on the road.
2.Hand-off:
When the user take the call from the cell phone and return to the office,
the call can be easily handed off to the desktop phone by pressing the
same button.
3.Status Indication:
The button has the LED to show the status of the Follow Me feature as
shown below.
Button LEDDescription
Off
Red
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Follow Me feature is not activated. The call should ring the default station (usually
the user’s desktop phone).
Follow Me feature is activated, and the call will follow the Follow Me personal
schedule.
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Other Messaging Applications
Button LEDDescription (continued)
The call is being processed by the Follow Me application. When the call is
answered by one of destinations defined in the Follow Me personal schedule, the
Green
call can be handed off to the desk phone by pressing the button with Green LED.
Or it may also mean that the call is handed off to the desk phone if the incoming
call is a consultation call in which case the system used extra voicemail resource.
Flashing
Green
Setting up Follow
me
Follow Me is being handed off to the desk phone.
Note:Follow Me status indicator will be reset when the system restarts
while the service may be still active. When the first call is processed,
the LED will show the correct status. If necessary, press the button to
force sync the status.
1.Administrator must activate the Net Server.
2.Administrator must assign Net Server integration in the Messaging
Registry settings.
3.“Follow Me” button should be assigned to users’ IP telephone flexible
button using Enterprise Manager or Personal Admin.
4.“Net Server monitor” checkbox in mailbox email setting must be checked.
1.Call the voice messaging system and select 3 1 2 2 from the
subscriber’s menu.
2.Enter a phone number (the call-out number), followed by #, the system
will then repeat the number back for confirmation.
3.To activate this call-out number, press 1 or to enter a new call-out
number, press 2.
Once the call-out number is activated, all calls stop ringing at your office
phone and will automatically be forwarded to your call-out number.
Accepting or
rejecting calls at a
Once a call rings through to your call-out number you have the option of
accepting or rejecting the call.
call-out
1.Once the Follow me has been set up and a call is redirected to your callout number and you answer the phone, you will hear a message that
indicates you are receiving a transferred call from the voicemail system.
2.Press # to accept the call or
Transfering to an
Operator or
another Extension
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If available in your organization, you can transfer to an operator or to another
extension once you accept a transferred call.
1.Once the Follow me has been set up and a call is redirected to your callout number and you answer the phone, you will hear a message that
indicates you are receiving a forwarded call from the voicemail system.
2.Press # to accept the call.
3.At any time during the conversation, press # again to trigger the call
options. You can press 0 for the operator or # and another extension
number, then hang up.
to reject the call and send it to voicemail.
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Other Messaging Applications
Setting up Call
Screening
Setting up “Do not
Disturb”
Setting up a Personal
Schedule
When call screening is set up, a caller is asked to state their name before the
call is transferred to your extension. You then have the opportunity to accept
the call or send it to voicemail. If call screening is available in your
organization, you may activate or deactivate it through your phone.
1.Call the voice messaging system and select 3 5.
2.The system informs you if call screening is activated or deactivated.
3.To change, press 1.
You can have calls sent directly to your voicemail when you do not want your
office phone to ring.
1.Call the voice messaging system and select 4 1
2.To deactivate and have calls transferred back to your phone, press 1
again.
The personal schedule allows you to manage calls according to a schedule
you define. With the personal schedule you can:
•Route a call to one or multiple destinations based on caller ID, time, or a
combination of the two.
•Play different greetings based on caller ID, time, or a combination of the
two.
•Set up alternate dialing menus (allows callers to press digits on the
keypad during your message to be transferred to a personal assistant or
other extension/phone number, skip the greeting, replay the greeting or
page you).
For example, when on a business trip you want your cell phone and a
colleague’s office phone to ring when a call comes into your extension. If
voice mail picks up, you want an alternate greeting played that tells callers
you are out of the office, but directs them to press 1 to reach an operator, 2 to
leave a voicemail, and 3 to ring a different colleague’s extension.
Recording a
Scheduled Greeting
Your personal schedule is set up your system administrator, however your
messages are recorded through your voicemail box.
1.Call the voice messaging system and select 3 8
2.Select a greeting number on your keypad between 1 and 9
3.To listen to the greeting select 2; to record a greeting select 3
Unified MessagingIf Unified Messaging is available in your organization, you will be able to
access all of your voice and fax messages directly through your email inbox.
You can listen to your voice messages with any audio player and fax
messages can be viewed with a standard image viewer. The subject line of
voice and fax messages will include caller ID; voice messages will include the
duration of voicemail (in seconds), while faxes will show fax sender and
number of pages.
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Other Messaging Applications
Access your
Voicemails through
Email
If Unified Messaging is available in your organization all of your voicemails
will be accessible through your email inbox. Each time you receive a
voicemail an email will be sent to your inbox with an attachment that includes
a recording of the voicemail. You can open this attachment with any audio
player installed on your computer to listen to the recording or on your
telephone as shown below.
Click the “Link to message” to play your message using the telephone. The
following options display. Click on the appropriate button.
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Call Manager Basics7
Call Manager works with Net Server to provide a powerful “PC-Phone” to enhance
productivity for telephone users.
The Call Manager is designed to run on a PC with Microsoft® Windows XP,
Windows Vista, Windows Server 2003, Windows Server 2008, or Windows 7
operating systems connected to a standard TCP/IP network with the Net Server.
The Net Server must be installed with the proper software license(s) for Call
Manager to operate correctly. Call Manager will operate in Demo Mode if the
appropriate licenses are unavailable. Demo mode lets you use the software for
Demonstration purposes only for a limited period of time.
Call Manager Advanced version is included for all VIPedge users and provides
enhanced functionality, including full Unified Communications (UC).
Call Manager provides the following major functions:
•It allows you to place, answer, handle, view, and manage phone calls using
your computer screen, keyboard, and mouse.
•Using the VoIP Audio capabilities can provide a complete speech path when
using a PC with the proper speech component support.
•Rules and actions can be set up to automatically activate when calls arrive
even while you are away.
•It can easily interface with many popular programs (like Microsoft Outlook,
Goldmine, ACT, etc.). This allows you to dial from and “screen-pop” into these
programs or the Internet / Intranet.
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Main Menu
Button
Companion Application tabs
Call Manager Basics
The Main ScreenThis section gives an overview of the main user interface of the Call Manager,
including the buttons, displays, and indicators, which allow you to easily and
efficiently operate your phone. Call Manager provides two views, Compact
and Expanded, allowing you to operate using only the space on your screen
that you want.
Note:You can easily change the color scheme of your Call Manager by
clicking drop down next to the Set the color scheme icon. The color
options are Blue, Silver or Black.
The Compact ViewIn “Compact” view Call Manager consumes minimal screen space but still
provides the user with indictors, information, and buttons to effectively
operate the phone. This view is most effective when users handle one call at
a time, or have very little available screen space. Below is a sample view and
information about the various parts of Call Manager.
Note:The button information below is independent of the compact or
expanded view. However, the buttons that are visible in the compact
view are explained first and the additional buttons are explained in
the Expanded view section.
Button / IconDescription
Main MenuClick this button to access Call Manager configuration
menus and Help.
Close ButtonHides Call Manager into the system tray. Double-
click on the Call Manager icon (shown right) in the
system tray to return the Call Manager to the
screen.
Minimize ButtonUsed to change the phone to/from its “Compact” view and
its “Expanded” view.
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Button / IconDescription
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Call Manager Basics
Tabs – Home, Preferences
The tabs control various functions and settings.
•Home – has some of the basic telephone functions,
such as Make Call, Answer, Hold, Transfer, Hangup,
Forward, DND On/Off. It also contains Personal Call
Manager Action settings.
•Preferences – contains General configuration, Hot
Keys, Dialing, and Docking. It also has tab settings,
such as Add, Update, Delete, and Revert. It also contains the skin preference and advanced menu such as
call and event information.
Icons on the Right(L to R): ?? Toggles compact and expanded mode, color
scheme, voice message indicator, open personal call handler. These functions are explained below or in other
chapters.
Information LCD Display
This window simulates a phone LCD and provides different types of information depending on current status. If
your phone is idle, it shows the date/time, Extension number, and current Name. While a call is active on your
phone it shows information about the call – Duration, CallerID or Name (if present.) When a call is active in the window, right-click on the LCD to access to popup a menu of
call control options.
Message Waiting Indicator
This indicator blinks a Red light above the envelop icon
(shown left) when you have messages waiting.
Side Window Rollout
Button
Companion Application
tabs
Press this button to show a side window that has additional programmable buttons.
A number of optional companion programs can be configured to add significant functionality to the Call Manager.
Each Companion Application is docked in the pane at the bottom of Call Manager to provide easy access to the fea-
tures/functions of the application.
Home Phone tabThe first four keys allow you to (from left to right) Answer,
Hold, Transfer, and Hang up a call. Should you forget, you
can hover your mouse over a key to be reminded what
function a key performs.
Do-Not-Disturb Key
and Indicator
Displays the current Do Not Disturb status of your phone.
Hover the mouse over this area to see the current DND
status message. Click to change your DND status and
message.
Call Forward Key and
Indicator
Displays the current “PBX call forwarding” status for your
phone. Hover the mouse over this area to see the entire
FWD status. Click to change your PBX forwarding status
and destination.
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Button / IconDescription
Dial Pad Button Click the dial pad button to expose and
Make Call Button Click the Make Call button to dial the number shown in the
hide the popup Dial Pad. Use the Dial
Pad when you reach a recording that
says “...Press 1 for sales, 2 for support,...”. When this dial pad is displayed
you can use your mouse to click the digits to dial or use the number keys or
NumLock keypad on your computer
keyboard to dial digits.
Dial Buffer.
Dial Buffer and Redial
Selection
Type a number into this space and press Enter or click the
“Dial” button to the left of the box. Click the drop-down
arrow to view the last 10 outside phone numbers you
dialed. Select a number from the drop-down and press
Enter or click Dial to redial that number. You can even
Copy/Paste phone numbers from other programs into this
window to dial. You may also include letters in the dial
number – Call Manager automatically converts the letters
to the matching numbers on the telephone keypad (i.e. 1800-IFLYSWA).
Volume ControlsThese buttons control the volume when the VoIP audio
interface is used.
Audio Control The audio control is your line button with a status indicator
for that line when using the VoIP audio interface. Right
click the button to see the Audio Configuration menu.
Recording Button &
Indicator
The indicator light works in conjunction with OAISYS
Tracer and OAISYS Auto Call Record. Users with appropriate permissions will have this indicator on their Call
Manager. If the light is red, this means the user’s call is
currently being recorded. If the light is gray, it is not being
recorded. The user can click on this button and select
‘Start Recording’ to initiate recording of the call. If the call
is being recorded the user can click on the button to terminate the recording.
A number of shortcut keys allow you to use the keyboard in place of the
mouse to control Call Manager. The list of Shortcut keys can be found using
the menu selection Setup>Shortcut Keys. Note: The F1 key is the HELP key
a can be pressed at any time to access the Help document.
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Call Manager Basics
Expanded ViewIn “Expanded” view the Call Manager is enlarged beyond the compact view to
provide the user with additional buttons, indictors, information to manage multiple
simultaneous calls and to access many other features. The follow describes the
additional items in the “Expanded” view.
•Calls Window – This window displays that status and associated information
for each active phone call on the phone. Thus you can easily view and
manage multiple phone calls. Right click the mouse on any call to view a
menu of options for handling the call (like Hold, Transfer to Voice Mail, Hang
Up, etc.).
•Call Info Indicators – on the right side of the Call Window is a “Call Info
Indicator” that indicates if Extra call information is attached to a call. A gray
notebook icon means no information is attached, a blue notebook icon means
standard information is attached, and a red notebook icon indicates priority
information is attached to the call. Press the Call Notes icon to view or change
Notes information on the call. Notes are retained with the call even when you
transfer it to another person. You may use Call Notes with an IVR to attach a
Customer Name, Credit Card Number, and Zip Code to the call before you
answer, saving you from asking the caller for this information.
•Programmable Buttons – A number of keys can be easily configured by the
user as “Feature” keys, “Speed Dial” keys, “Call” keys, “User Action” keys, etc.
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Call Manager Basics
To change one of these keys simply Right-click the mouse over the key
and use the Setup Key window to configure the settings for the key.
Screen Docked
Views
Screen-docked profile
Call Manager Main
Menu
Call Manager provides a screen-docking feature where the Call Manager can
dock to the top or bottom of your PC screen. When screen docked the Call
Manager takes on a very low profile using only a small portion of the screen,
and stays accessible even when other applications are maximized. This
allows user’s to access the features of Call Manager while consuming a
minimal amount of PC screen space as shown below. This is not the default,
the default docked profile is the regular expanded view.
Most of the phone display, buttons, and controls that appear on each screendocking profile can be chosen by the user from the “Docking Tab” in Call
Manager Preferences.
To reach Call Managers Main Menu, click on the CM icon/menu in the upper
left-hand corner. The Main Menu opens as shown below:
The Main menu screen menu item expands into an ability to Change the
Login settings, an ability to reset the phone to its default settings, access help,
and check the Call Manager version and serial number.
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Call Manager Basics
ShortcutsYou can use the KeyTips to execute various commands. The KeyTips available in
CM are explained below.
KeyTipsKeyTips allow for easier keyboard navigation. Each tool on the Ribbon has a
KeyTip assigned to it which you can navigate with using your keyboard. To begin,
press Alt. Small boxes with letters inside appear over various tools on the ribbon.
To use that tool, press the letter. For example, press 'Alt + C' to use the “Compact”
button.
If the tool is a container-type tool (such as a Ribbon Tab, Drop-down menu, or the
Application menu), pressing the associated KeyTip will show the KeyTips of tools
in that container. From there, you can press another KeyTip to use a tool in that
container, or press Escape to return “up” one level, showing the keytips from
before. For example, press 'Alt + A' to transfer to the Actions ribbon tab, then
press 'N' to launch the New Action dialog box.
Note:If you want a tool to be available without having to navigate the ribbon,
you can add it to the Quick Access Toolbar. Tools on the QAT respond to
Alt+1, Alt+2, etc.
Hot KeysCM also has “Hot Keys” for dialing and popping up (to quickly answer calls), which
can be set in Preferences > Hot Keys.
Call AlertWhen a call rings the phone, the alert window pops up, and the user can answer
the call from the pop up window or the open the Call Manager main window.
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Call Manager Basics
The Side Window
Screen
Call Handler Mode
Click the “Side Window” button on the main screen to cause the side window
to appear just to the right side of the main window or below when the main
window is docked. The side window provides access to the Personal Call
Handler window and additional programmable buttons can also be reached.
This window is docked to the side of the main window. You can move the side
window around the screen, but whenever the main window is moved the side
window will move with it. And likewise whenever the main window is
minimized (into the system tray) or restored, the side window will move with it.
•Call Handler Management Buttons – Used to Add, Change, or Delete
Personal Call Handler rules.
•Close Button – Use to close the Call Handler window.
•Call Handler Rules Window – Displays the current Call Handler rules
along with an enabled (checked) and disabled (unchecked) box per rule.
The triggering event is show in blue text while the action to take place is
shown in red text for easier viewing.
•Buttons tab – Use to switch the window from the “Call Handler” mode to
the “Buttons” mode.
Buttons ModeBelow is a sample view of the side window screen in Buttons mode, which
provides 25 user-programmable buttons for the user.
•User Programmable Buttons – A number of keys can be easily configured
by the user as Feature keys, Speed Dial keys, Call keys, User Action
keys, etc.
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Color icon
Call Manager Basics
Companion
Application
Windows
Companion Application tabs open as the result of clicking one of the Call Manager
tabs. These windows open docked (connected) to the main window or can be
undocked (moved away) from the main window. (Each side must be enabled in
the “preferences/docking” drop down list). While a companion window is docked
with the main window, whenever the main window is moved the companion
window will move with it. And likewise whenever the main window is minimized
(into the system tray) or restored, the companion window(s) moves with it.
When companion windows are undocked, they float separately from
the main window and can be moved and resized separately. Use the
Fly out / Fly in icon (shown right) to dock and undock companion
applications.
All companion applications can dock to the top, bottom, left or right side of the
desktop. When docked, the companion applications can be arranged in various
configurations (vertically, horizontally, pinned, unpinned). To dock a Companion
Application window to one of these edges, first undock the window from the main
window. Then, drag the companion application window until one edge overlaps
the screen's edge. When you release the mouse, the application will dock to that
edge.
You can drag multiple application windows to the same edge to place them in a
shared dock. This will allow you to resize each window by dragging the splitter
bars, or move it to a different position in the dock by dragging the application
titlebar to various interior edges of the dock. The More Buttons companion
application changes configuration to show in a single vertical column when
docked, to allow a thin docked area which preserves screen area.
Screen ColorsThe Call Manager has three color schemes. To change the color of your display,
click the Color drop down and select either Blue, Silver or Black.
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Using Call Manager Features8
Dial Number Box
This chapter defines how to use the VIPedge features using Call Manager.
Features included are Call Handling, System and Microsoft Outlook features.
Personal Call Handler (PCH) rules can be created to respond and take actions on
calls automatically, or Programmable Buttons can be used for even easier access
to many features.
Call Handling
Features
Making Outgoing
Calls
Call Handling features include how to dial, answer, hold, transfer and hang up
calls. It also includes how to view the Extra Call Information when attached to a
call.
Call Manager supports a number of ways to place calls including open
architecture links to other programs or contact managers, which can also be used
to dial calls. The following are some of the typical ways to place a call using Call
Manager. Most of these functions are found on the Call Manager Home tab.
Manual On-screen Dialing
1.Click within the dial number box and enter the number from the keyboard
(shown below).
2.Press Enter when done to start the number to be dialed.
Re-dial a Recently Used Number
1.Pull down the list of numbers in the dial number box and select the number to
dial.
2.Click the Make Call button to dial.
Using Call Manager Dialpad
1.Click the dialpad button to expose the dialpad.
2.Enter the number to be dialed including a trunk access code; the call will
proceed automatically once a valid number is entered.
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Using Call Manager Features
Hot Key Dialing
1.Highlight a telephone number in another application.
2.Using the keyboard, press the key combination assigned for Hot Key
Dialing. The call will proceed dialing the number highlighted.
Using Drag and Drop
•Use the mouse to drag and drop a call from either the Call History or
Contacts tab list into the LCD Display window. The call will proceed to
dial.
Using Contacts / Personal Speed Dial List
1.Click the Contacts Companion tab to open the contacts page, and
navigate to a Directory or Group.
2.Make a selection from the listing and double-click the name to proceed
dialing.
or right-click on the selected name and choose Call Now to proceed.
Using Call History to Re-dial a Number
1.Click the History Companion tab.
2.Scan the list for a recently dialed number or look for a number of
someone that called you.
3.Right-click on the line with the person to call and select Call Now
or double-click on the line with the person to call.
Using Speed Dial User Button
•Click on a User Programmable button that has been programmed as a
Speed Dial button. The call will proceed immediately.
Answering CallsTypically the longest ringing calls are answered first, but calls can be
answered in any order with a click of the button.
To Answer Oldest Call
•While a call is ringing, click the Answer button.
or double-click on the top call in the Calls View Window.
or press the Answer Hot Key (F9).
Note: Call Manager must have focus for the key to work.
To Answer Calls in Any Order
•Double-click on the selected call in the Calls View Window.
To Answer a Call while Talking (Call Waiting)
•While on an existing conversation, another call may ring. The existing call
can be placed on hold and the ringing call answered.
•While talking on an existing call and another call rings in (not marked
“Campon”), click the Answer button
or double-click on the ringing call in the Calls View Window
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or press the Answer Hot Key (F9).
Note: Call Manager must have focus for the key to work.
Hang UpHanging Up or Disconnecting Calls
•When the call is completed, click the hangup button to disconnect the call
or right-click on the call in the Call View Window and select
Hangup.
or press the Hangup Hot Key (F12). Note: Call Manager must have focus for
the key to work.
Holding CallsTo Place Call on Hold
•While talking with a caller, click the hold button to place call on
hold
or right-click on the call in the Call View Window and select
Hold from the menu.
To Retrieve Call
•To re-connect a held call, click the hold button again
or press the answer button.
or double-click on the held call in the Call View Window
or right-click on the held call and select Answer from the menu.
VIPedge
Using Call Manager Features
Transferring
Calls
Using Transfer Button
1.While talking with a caller, click the transfer button to get
intercom dial tone
or right-click on the call in the Call View Window and select Transfer.
2.Using the keyboard enter the number to transfer the caller to, press Enter
when done.
or use the on-screen dial pad and dial the number. Once the system
recognizes a valid number, the call will proceed automatically.
Using Drag and Drop
•While talking with a caller, use the mouse to drag and drop the call from the
Calls Window onto a button for immediate transfer to another station.
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Using Call Manager Features
Call Forwarding
To Set Call Forwarding
1.Click the FWD Off button.
2.Choose a Forwarding type from the pull-down listing
(shown below).
3.Enter a Destination for the forwarded calls.
4.Click Save to compete the setting.
To Clear Call Forwarding
1.Click the. button
2.Choose <None> from the pull-down listing.
3.Click Save to remove the previous setting.
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Using Call Manager Features
Status Messages
and DND
Status messages is available under the DND Off option.
Setting a Status Message
1.Click the button to bring up the Set Status Message window.
The following screen displays.
2.Change the selection to Status Msg Only On
3.Use the pull down listing and select a Status Message.
4.When needed enter additional information on the Custom 2nd Line.
5.Click the Save button when done.
Turning Off DND or Message Only
1.Click the button to bring up the or Status Message window.
2.Click the Msg Off radio button to remove the Status Message.
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Viewing Extra Call
Information
Call Manager has the ability to attach, retain, and display extra information
taken on a call. This could include information input by an IVR, added/
attached information by the Call Router, attached from a database, or added
by any user who handled the call. This information is retained with the call as
it is transferred about in the phone system. The following Call Info icons are
displayed in the Calls window or LCD Display to indicate the presence of
additional information. The icon changes color depending upon the
information available:
• – No call information attached to this call.
• – Normal call information attached to this call.
• – At least one field of priority call information is attached.
To View Call Information
Right click the “Call Info” icon on the right side of the Call key for the
desired call. This window can contain many different fields depending on your
configuration and the call information attached. Note: These windows can
automatically popup whenever a new call arrives by using the Popup Call Info
Screen action in the Personal Call Handler.
To Add or Change Information
1.With the “Call Info” window open, place the cursor into the box to be
changed and use the keyboard to add or erase information.
Note:The ability to add or change information is controlled by Preferences
> General > Extra Info settings.
2.Click the Update button to save the new information. Once changed,
other programs will use this information.
To Copy Call Information to Another Application
With the “Call Info” window open, click the Copy button to place that specific
information on the Windows clipboard for pasting into another program. For
example, the user may need to use the Customer number to look up the
status of an order. Clicking Copy and switching to the other program and
pasting into the appropriate field allows for a fast lookup.
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Preferences9
PREFERENCESThis section defines settings that are available to the user and can be changed to
meet their needs. A number of additional settings are available for the System
Administrator for setting more advanced features such as controlling access to
some features, creating a server-based rules and configurations. This section will
concentrate on the settings readily available to the user.
These settings are arranged under the Preferences tab (shown below), Hot Keys,
dialing options, docking, and tabs settings. Each of these sections will define the
settings and how to change these settings to match your needs.
Config SettingsPreferences has a number of settings for making Call Manager work and look the
way you choose. To access Preferences click on Preferences tab. The settings in
Preferences are divided betweenfour tabs each defined below.
Note:Depending on your configuration you may not be able to change the
Preferences, in which case you should check with your System
Administrator.
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Preferences
GeneralThese settings control how Call Manager interacts with other Windows-based
programs and how it should react when calls ring or are being dialed. Extra
Call Information can be enabled and content to be displayed defined as well
as details for Microsoft Outlook Integration when used.
User Preferences•Pop Up on Call Ringing – Check this option if you'd like your Call
Manager to automatically pop up when a call rings on your phone.
•Pop Up on Call being Dialed – Check this option if you'd like your Call
Manager to automatically pop up whenever a call is being dialed from
another program (via TAPI or DDE dialing) or dialed via Hot Key dialing.
•Always on Top – Use this option to keep Call Manager on top of all other
programs. This makes it easily accessible.
•Low Profile – Enabling this option makes the Call Manager very thin in the
“Streamlined Mode” by eliminating the Option Buttons on the bottom of
the screen.
•Mobile User – some users travel with a laptop PC from desktop to
desktop each time using the Call Manager with a different PBX extension.
This Mobile User option will pop up a “Login” screen each time Call
Manager is started so that they can log into the appropriate PBX phone
extension.
•Disable Ribbon Key Tips – When this box is unchecked, pressing ALT
while using Call Manager will popup the ribbon KeyTips, which allow you
to access any tool with a few keystrokes. When checked, KeyTips will be
disabled, allowing you to use the ALT key without them popping up.
Call History•Enable Call Logging – To have Call Manager collect and display Call
History, Call Logging must be enabled.
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Preferences
Call Types•Once Call Logging is enabled, a choice needs to be made to log All, Intercom
Only, or Outside Only calls.
•Sound File – Enter the path to the .WAV file to be played. Use the Browse
button when needed to search for the path to the sound file.
Audible Message
Waiting
An audible sound can be played when the Message Waiting indication turns on.
The sound played can be any .WAV file of your choosing.
•Enable Sound – Placing a check mark in the box enables playing a sound in
the file shown. Clicking the Test button will allow you to listen to the sound
selected.
Desktop Alert
Duration
•Specify the duration of the pop up message for incoming call and other
notifications.
Extra Info ScreenEach call may have additional information attached to the call that may be useful.
The Configuration button in the window accesses the screen for enabling this
feature as well as choosing the extra information items to be displayed along with
their properties shown below. With the Extra Info Feature enabled, this symbol
appears with each call. When the symbol is gray, no information is present, when
cyan, information is attached and when red, high priority information is available.
•Extra Info Feature – Provides for enabling or disabling this feature. When
disabled, the Call Information icon will not appear with each call.
•Static Information Fields – These fields will have a fixed area within the Call
Notes window for the information to be displayed. You have the ability to Add,
Change an existing or Remove any field.
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Preferences
To Add or Change a Static Info Field:
•Field Name – Select from the pre-defined list of fields or create you own
field name. This name must match exactly the information field where the
information is held.
•Description – Enter any description you desire to mark this field.
•Field Type – Each field can be selected to be either a fixed parameter (1
line) or long text (multiple lines) fields.
•Priority – The field priority selected will mark the color of the icon attached
to the call.
•User Can Edit Field – This determines if this field can be changed or
fixed.
•Action Button – A button can be defined to use trigger user defined
Action. The Action Name must match exactly the name of the Action
defined in User Defined Actions.
•Dynamic Info Fields – Allows the choice of when these fields will show.
provides a large set of fields, which are automatically filled in based upon
the call information. Dynamic fields are fields set by another application
and are not pre-defined in.
MS Outlook IntegrationCall Manager is specifically designed to work in harmony with Microsoft's
Outlook contact management program.
•Initial Setup – Click the Configuration button to reach the Outlook
Preferences screen with the following options:
•Enable Outlook Integration – This main option enables/disables the
Outlook Integration features. This must be checked for any Outlook
features to work. If you're not using Outlook, then this should be disabled.
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Preferences
•Home Area Code – Enter your home area code. This is used for dialing local
calls when the area code needs to be stripped from the dialing.
•On Manual Dialing – Lookup In Outlook – When enabled, whenever you dial a
phone number manually, the phone number will be looked up in Outlook to
see if there is a match. If there is an exact match (only one Contact entry
matches) the name and account number from the Contact will be
automatically attached to the call. Typically this should always be enabled.
•Automatically Open a CONTACT for each Call – When enabled, whenever
you dial a phone number that matches an Outlook Contact, that contact will be
popped only – sometimes referred to as “Reverse Screen-Pop”.
•Add New Contact if No Match Found – When enabled, if no contact matches
this phone number, a “New” contact in Outlook will automatically pop up.
•Automatically Open a JOURNAL for each Call – Using Outlook Journal entry
makes it convenient to keep track of phone calls made (or received) and to
takes notes while on a call. By enabling this option a New Journal entry will
be popped open whenever you make a call. Also, if the phone number exactly
matches an Outlook Contact, then this new Journal entry will be automatically
“associated” with that Contact.
•Automatically View the Contact’s Web Page – When enabled, if the contact
record contains a Web address for the caller, this web page will pop up within
the browser.
•Incoming Screen-Pop – Use the Personal Call Handler feature to perform
Outlook Screen Pops!
•Calendar – Enable appointment and reminder events from Outlook Calendar.
•Outlook Phone Link – With the Outlook Link application installed, click the
Setup button to access the Setup Configuration for Outlook Link. For details
on setting up Outlook Link see the Application Note “Screen Pop Outlook”.
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Preferences
Dialing TabClick Preferences > Dialing or Preferences > General > Dialing tab. Use this
tab to determine whether to follow a Server-based dial plan, use a dial plan
defined for your station, or dial all the codes yourself. The last option is not
practical when using a database or using “hot key” dialing since other
applications don’t know what is a valid number to dial including entering a
trunk access code when needed. If your System Administrator has set up the
Server-based Dial Plan, this is the best choice and will save you a lot of time.
Local Dialing Plan•Trunk Access Code – This must be set to the access code you need to
dial to get an outside line or trunk. Making outside calls using “Speed Dial”
keys or dialing from another program, a Trunk Access Code will
automatically be dialed to access a trunk before dialing the phone
number.
•Voice Mail Transfer Access Code – Specify the feature access code to
transfer the call to the specific mailbox. # is assumed and automatically
inserted for the first digit.
•Home Area Code – Your local area code should be defined here. This is
used only when you choose to use the Local Dial Plan.
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Preferences
Dialing Outside
Numbers
•Dial same as User Dialed – With this option selected, outside phone numbers
will be dialed exactly how the user dialed them (unchanged by Call Manager).
•Use Local Dial Plan – When this option is selected, the user dials an outside
phone number, the number will be analyzed according the dial plan and the
number will be automatically modified (add “1+” for Long distance, etc) before
Call Manager dials it. Use the Change Plan button to view and/or change the
settings of the dial plan.
•Use SERVER Dial Plan – When this option is selected, the dial plan that is
configured on the NET Server will be used as the dial plan. You can press the
Check Plan button to bring up the Server Dial Plan Tester screen that allows
you to enter a Test Phone Number and see how it will be dialed. It is the
responsibility of the System Administrator to setup and maintain the server
dial plan.
DialerWhen the Dialer option is installed, two action buttons can be defined for use with
the Dialer. These user-defined buttons can appear on both the Ready to Dial and
the Results screens used with the Dialer.
•Ready to Dial – Enable the Action button and select the Action to be
performed when the button is pressed. Optionally, the label can be changed to
meet your needs.
•Call Results – Enable the Action button and select the Action to be performed
when the button is pressed. Optionally, the label can be changed to meet your
needs.
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Preferences
Defining a Local Dialing
Plan
Each area of the US uses a different set of rules for determining which calls
are local calls or long distance. For your area, a good source for determining
how to define your dialing plan, use the opening pages of your phone book.
These pages generally define how to dial different areas and provide a listing
of prefix codes for the local calling areas. Three typical examples are:
1.Phoenix, AZ – all calls within the “602”, “480”, and “623” area codes are
considered to be local calls, while all calls outside those area codes are
considered long distance.
2.Santa Fe, NM – calls to some office codes within the “505” area code are
considered to be local calls, while other calls to the “505” area code are
considered long distance.
3.Atlanta, GA – all calls to area codes “770” are considered to be local calls
while some calls to the “404” and “678” area codes are also considered to
be local calls.
If you chose to use the Local Dialing Plan, you need to create a dialing plan. If
you chose SERVER Dial Plan, then you should check with your System
Administrator if you have questions.
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Preferences
Calling Within My
Home Area Code
•Home Area Code – Set this to the Area code where the phone is located. This
will be used by Call Manager to determine which dialed calls are within your
home area code and when searching a contact manager (reverse screenpop) the dialed number will need the area code included, i.e. Microsoft
Outlook. This is a duplicate of the entry to the one made in the Dialing Tab,
thus the value entered previously will show here.
•All Home Area Code Numbers Local? – Select either All Calls in my Area
Code or only Calls to these Office Codes.
•Local Office Codes – This entry is only presented if you chose Call to these
Office Codes in the previous step. The pull down listing shows the exchange
codes (prefix codes) that are considered to be a local call from your location.
Click the C button to display the “Change Dial Rules” screen.
•To Add Local Prefix Codes – Enter the prefix code and click Add. The
wild card character ‘#’ can be entered at the end of a prefix code entry
to represent a range of codes. For example, 75# would represent all
codes 750 to 759 and 7## would represent codes 700 to 799.
•To Delete Local Prefix Codes – Highlight a prefix entry and click
Delete button. The delete button removes the entire entry from the
list, thus if the entry has a wild card, then it removes all codes
represented by the wild card character.
•To Delete a Specific Prefix Code – To delete one prefix code that is
part of a range of codes entered using a wild card character, enter the
prefix code to be considered not local in the Long Distance box and
click Add. For example, if prefix code 755 is long distance but all other
75# codes are local, first enter 75# into the local list and the add 755
as Long Distance – the resulting local list will be 750, 751, 752, 753,
754, 756, 757, 758 and 759.
•Dial Area Code on Local Calls – Enable this feature in areas, such as Atlanta,
where you must always dial the full 10-digit phone number (include the area
code) even when the call is local. Most areas of the US, local calls do not
include the area code and dial only 7 digit numbers for local calls. Any number
dialed from another program or hot key dialing will be down to its base 7 digits
by removing the Home Area Code before it is dialed.
•Add+1 – Check the box if you need to dial a leading 1 before the number for
calls within your Home Area Code.
•Dial Area Code Plus the Number – Check the box when the home area code
is also to be dialed.
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Calling Outside My Home
Area Code
•Any calls outside your Home Area Code LOCAL calls? – Select either
None or Only Calls to These Area+Office Codes.
•Local Area+Office Codes – This entry is only presented when you chose
Only Call to These Area+Office Codes in the previous step. The pull down
listing shows the codes (area code plus prefix codes) that are considered
to be a local call from your location. Click the C button to display the
“Change Dial Rules” screen.
•To Add Local Area+Prefix Codes – Enter the six digit area+prefix
code and click Add. The wild card character ‘#’ can be entered at
the end of a prefix code entry to represent a range of codes. For
example, 602### would represent all prefix codes in area code
602.
•To Delete Local Area+Prefix Codes – Highlight a prefix entry and
click Delete button. The delete button removes the entire entry
from the list, thus if the entry has a wild card, then it removes all
codes represented by the wild card.
•To Delete a Specific Area+Prefix Code – To delete one prefix
code that is part of a range of codes entered using a wild card
character, enter the prefix code to be considered not local in the
Long Distance box and click Add.
•For Long Distance Calls add +1 – Check the box when you need to have
a leading one (“1”) added when making long distance calls outside your
home area code.
Test a Phone NumberDialing plans can become complex. Use these boxes to enter different
telephone numbers and check to see the number that will be dialed. The
dialed number should be identical to what you need to dial when using your
phone.
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Preferences
Docking TabThe docking tab defines the contents of Call Manager when docked to the top or
bottom of the screen. This includes whether docking is enabled or disabled and a
listing of contents by display priority (space limits what can be displayed).
•Enable Screen Docking – When enabled, the Call Manager will automatically
‘dock’ to the top or bottom of the PC screen when it is moved to the top or
bottom. When dragged completely to the top, it has a slim dock view.
Docking Settings•Enable ReDock on Startup – Check this box to make Call Manager to startup
in the same position and condition as when it was last shut down.
•Used Elements – The displays, buttons, etc. to be used in each profile are
configured by moving available elements to the “Used Elements” list.
Whenever the Call Manager is screen docked, it will place the elements from
the “Used Elements” list on its screen.
•Available Elements – The “Available Elements” list shows the types of
elements that are available for use in this profile.
Note:Once you’ve changed the screen-docking settings, the new settings will
not be used until the Call Manager is ‘undocked’ (if it’s already screendocked) and then re-docked.
•Docked profile – Regular provides the original docking mode. Slim provides
one-line docking mode.
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Preferences
Advanced TabAccess this screen by clicking Preferences > General > Advanced tab. The
basic connection for the Call Manager can be changed using this screen. It
also has the capability of sending log files to Technical Support for debugging
problems encountered. The TAPI Service Provider should not be changed
unless your System Administrator has instructed you to update the settings
for finding Net Server for your application.
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TAPI Service Provider•Enter the Service Provider Name – This must be set to access the TAPI
service provider to be used – typically, this would be set to: Net Server.
•Setup – Click the Setup button to open a screen to define the TAPI Service
Provider as shown on the following page. The I button is a handy status
indicator for reading the version levels and license codes for the system and
is shown in the Tapi SPI Info screen.
•Login name – Enter your Login name. If a new installation, a client will
automatically be created in Net Server for this name. Many times the
administrator will have defined your client Login name, see your
administrator for the name to use.
•Password – Enter an optional password for protecting the connection,
when needed.
•Extension – Enter the extension number of the phone this Call
Manager is monitoring for call information.
•Hostname – Enter the name of the Server PC where Net Server
resides.
•Use Remote Access Port – Check this box only when connecting
remotely through the Internet. When connected locally through your
LAN, do not check this box.
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Preferences
Diagnostic Logging/
Uplink
Clicking this button enables the Debug utility and have it show on the Main
Menu under Settings as well as provide an easy utility for sending all the
important information about Call Manager to assist Technical Support to help
diagnose any problems when necessary.
•Show Advanced Menu – Place a check in the box to enable the Tool tab
Advanced menu option. This needs to be enabled to capture events or
show call information when Call Manager is operating.
Note:The statement “TAPI SPI Logging: DISABLED” is the normal
indication and is provided to show Tech Support of the status of this
device. Tech Support will provide specific instructions for turning on
this setting.
•Uplink Debug Files Button – Click this button to access the screen for
creating a site name, a contact for the file transfer, and the changing of
any options for reporting a problem.
•Site Name – Before using the Uplink Debug Files button, a site name and
contact must to be selected. The site name is a unique identifier to make
it easier to find the log files for your site and typically, the contact should
be assigned “Any Tech Support” to ensure the log files are seen by
someone. Use a specific contact name once you are working with an
agent.
•Description – It is highly recommended to write a description of the
problem including all pertinent details such as the conditions and
approximate time the incident occurred. These descriptions aid in
narrowing down where to look in the log files for the problem
encountered.
•Options – Clicking the Options button opens a screen to provide options
for how the files are to be sent. Uncheck "Send Directly to Toshiba
Support Site", and the files can be zipped into smaller files, saved on your
PC in your Local Settings folder, typically “C:\Documents and
Settings\<user name>\Local Settings\Application Data\Toshiba\Call
Manager\Zip”. These files can then be e-mailed to.
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