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Using your Phone


Making A Call

You can make a call using the Headset, Speaker Phone, or Handset; each method is described below.

Handset

  • Pickup the handset
    03_PhoneOffHook

  • Enter the number you want to call
    03_PhoneOffHookDial-marked

  • Press the Send Softkey or press #
    03_PhoneOffHookDialed-marked

Speakerphone

  • Press the ButtonSpeaker_75(Speaker) or a Line Key
    06_SpeakerOffHook-marked

  • Enter the number you want to call
    07_SpeakerDialed-marked

  • Press the Send Softkey or press #
    08_SpeakerDialedSend-marked

Headset

  • Press the ButtonHeadset_75 (Headset) button.
    06_HeadsetOffHook-marked

  • Enter the number you want to call
    07_HeadsetDialed-marked

  • Press the Send Softkey or press #
    08_HeadsetDialedSend-marked

Answering a Call

When the Phone is actively ringing, you can answer the call via the Handset, Speaker Phone, or Headset

Handset

  •  Pickup the handset on your phone and you can start talking with the inbound caller.

Speakerphone

  • Press the Speaker_25 (Speaker Phone) Button

Headset

  • If the phone is not in headset mode: Press the Headset_25 (headset) Button.
  • If the phone is in headset mode: Either press the Headset_25 (headset) Button on the phone or the answer button on your headset.

Answer Softkey

  • Pressing the Answer softkey while the phone is ringing will answer the call via the Handset, Speaker Phone or Headset depending on what mode the phone is.
  • If the handset is already off hook when a call comes in (Rare situation), pressing Answer will answer to the Handset.
  • Otherwise it will answer to the Speaker Phone and Headset depending on what mode the phone is in.
    01_PhoneRinging-marked

How to tell what answer mode the phone is in?

  • Headset mode is Toggled on and off by pressing the Headset_25 (Headset Button)
  • If the phone is in headset mode it will display a Headset Icon at the top of the screen and a text alert at the bottom.
    02_PhoneHeadsetMode

Hangup a Call

  • Hangup the Handset, OR
  • Press the Cancel Softkey
    09_Call-InProgress-marked

Call Hold

Placing a Call On Hold

  • Press the Hold_25 (Hold) button, or the Hold Softkey.
    10_Call-InProgressHold-marked

  • You will now see the active call is on hold
    11_Call-InProgressOnHold

Resuming a held call

  • Press the Hold_25 (Hold) button again, or Press the Resume Softkey
    12_Call-InProgressResume

  • You will now be connected back with the caller that was put on hold.
    12_Call-InProgressResumed

Call Transferring

This wiki will cover the two methods of transferring a active call from the Phone
  • Blind: The caller is placed on hold.  While you transfer the call to another recipient without speaking to that recipient first.
  • Attended: The called is placed on hold while you speak to (or attempt to speak to) another recipient.  If the other recipient agrees to accept the call, you transfer when they are ready.  If the other recipient does not answer or can't take the call you can return to the on-hold caller and/or attempt a different recipient.

Blind Transfer

  • Press the Transfer_25 (Transfer) Button or the Transfer Softkey (sometime abbreviated "Xfer") while on the call, The caller will be placed on hold.
    13_Call-InProgressXfer

  • Enter the extension you wish to transfer too.
    13_Call-InProgressXfer

  • Press the Transfer_25 (Transfer) Button or the Transfer Softkey again to complete the Transfer.
    13_Call-XferToC-dialed-marked

Attended Transfer

  • Press the Transfer_25 (Transfer) Button or the Transfer Softkey (sometime abbreviated "Xfer") while on the call, The caller will be placed on hold.
    13_Call-InProgressXfer

  • Enter the extension you wish to transfer too.
    13_Call-XferToC-dialed-marked

  • Press # or the Send Softkey
    13_Call-XferToC-warm-marked

  • Speak with the recipient, if they are able to accept the call.
    13_Call-InProgressXfer-1

  • To Complete The Transfer: Press the Transfer_25 (Transfer) Button or the Transfer Softkey.
    13_Call-InProgressXfer-2

  • To Cancel the Transfer: Press the Cancel Softkey to cancel the transfer and hang up with the caller you were trying to transfer to.
    14_Call-XferToC-Warm-Cancel

  • You now get a screen showing that the inbound call is still on hold.  At this point, you can either Transfer again via Transfer_25 or the Transfer Softkey to another recipient, or Press the Resume button to Speak to the Caller.
    14_Call-XferToC-Warm-Cancel-marked

Conference Calling

  • Note: You can host up to 5 callers (including yourself) natively on a Conference Call assuming you have 4 line keys on your Phone.

Creating a Conference Call

  • Assuming you're on a call with Person "A" and you want to add Person "B" to the call
  • Press the Line2 Key. Person "A" will be placed on hold
    15_Call-Conf-Line2

  • Enter Person "B"'s Phone Number or Extension
    15_Call-Conf-Line2-dialed

  • Press the Send softkey or dial #
    15_Call-Conf-Line2-dialed-send

  • Wait for Person B to Answer.  Press the (Conference) Button or Conference Softkey. 
    15_Call-Conf-Line20-Conf

  • Person A and Person B are now in a conference with you.
    15_Call-Conf-Done

Adding Additional Callers to the Conference

  • You can repeat the process above using additional line keys to add more callers to the Conference.  All the Conference participants are placed on hold while you add additional participants.
    Note: The number of Line Keys on your phone limits the maximum Participants, up to 5 (including yourself).

Splitting A Conference Call

  • While on an active Conference call Press the Split Softkey to end the Conference and place each Individual Caller on Hold
    15_Call-Conf-Split

  • You can then press either Line Key to pick up the Holding Callers and speak to them individually
    15_Call-Conf-Split-Holding

Muting

To Mute the Microphone

  • During a Call, press the Mute_25 (Mute) Button. The Button will illuminate Red, and a Mute Icon will show up on the Phone's Screen
    Mute

To Un-Mute the Microphone

  • Press the Mute_25 (Mute) Button Again. The Button will no longer illuminate Red, and a Mute Icon will disappear from the Phone's Screen

Ring Volume

Changing Volume

  • To change the ringer volume, press the Volume-Rocker_25 ("-" and "+") buttons on the phone repeatedly to change the volume between 0 and 14.
    01_Volume10

Muting the Ringer

  • To mute the ringer, press the Volume-Rocker_25-1 ("-") button on the phone repeatedly to lower the volume until you get a mute icon on the top of the screen.
    02_VolumeMute

Silence Ringer for a Single Call

  • While the call is ringing press the the Silence Softkey.
    02_VolumeSilence

Changing the Ringtone

  • Press the Menu Softkey.
    1-Home-marked_75

  • Navigate to Settings, Press the Enter Softkey.
    3_MenuSettings-marked_75

  • Select Basic Settings, Press the Enter Softkey.
    4_SettingsBasic-marked_75

  • Scroll down to "Ring Tones", Press the Enter Softkey.
    05_RingTone-Marked

  • Scroll down to your desired Ring Tone and press the Save Softkey to save your selection.
    05_RingToneSelect-Marked

Call History

Viewing Call History

  • Press the History Softkey
    01_Home-History_Marked

  • All Calls will be shown by default.
    • Rejected = Missed/Rejected

    • Answered = Received (Answered)

    • OutBound = Dialed

    • Forwarded = Forwarded
     01_History-Calls

  • You can use the Left_25 & Right_25 (Left & Right) Arrow Buttons to Filter By Call Type: All Calls, Missed Calls, Received Calls, Dialed Calls, Forwarded Calls or Answered Elsewhere

Deleting Calls Individually

  • Use Up_25 & Down_25 (Up & Down) Arrow Buttons to select a call from the list.
  • Press the Delete Softkey to remove that call from the History.
     01_History-Calls

Dialing a Number

  • Use Up_25 & Down_25(Up & Down) Arrow Buttons to select a call from the list, and Press the Dial Softkey.
    01_History-Dial

Call Completed Elsewhere explanation

  • With PBXs like UnifiedBX and many others they have a option in Queues and other modules to "Mark calls answered elsewhere" to yes which by default makes it so that if a caller calls into a queue and the queue calls 5 different agents and 1 of the agents answer the other 4 phones will not show a missed call.  This is handled through SIP RFC3326 also referred to as Marked Answer Elsewhere or Call Completed Elsewhere.
  • With our Firmware version 2.0.4.6.24 or higher we have added a new Call History Filter to let you still view Calls Answered Elsewhere but they will not show up as missed calls on your phone.
  • Press the History Softkey
    01_Home-History_Marked
  • You can use the Left_25 Arrow Buttons on your phone to switch to the Filter By Call Type: Answered Elsewhere

Do Not Disturb (DND)
  • Press the DND Button on your phone to toggle DND On and Off.
    HomeScreen-DND_Marked

  • When DND is enabled you will see a DND icon on top of the screen, and a "DND Mode!" Message at the bottom.  The Bottom Message may cycle through other messages like "Headset Mode" etc.
    HomeScreen-DND-On_Marked

Voicemail

How to Know You Have a New Message

  • Status Message - If you have a new Voicemail in your Inbox the phone will display a Voicemail Icon at the top and Voicemail Message at the Bottom.
    01_HomeScreen-VM-Status_Marked

  • Message Waiting Indicator (MWI) - The MWI-Red_25 Message Waiting Indicator (MWI) at the Bottom Right of the Screen will Flash Red or Green (Depending on the Phone Model) .
    • Note: On the UnifiedBX CIP-270, and CIP-250 Phones the Voicemail_25 (Voicemail) button will also flash Green.

How to Check your Voicemail Messages

  • You can use the Voicemail_25 (Voicemail) button on your phone to check your voicemails,
  • Depending on how your PBX is setup you may be prompted for a Voicemail Password or you may not be.  

Call Park

  • Call Parking allows you to park a caller so that another extension can retrieve the caller held in the parking lot based on how your PBX is setup.

Parking a Call

If you already have a Park Softkey on your phone.

  • If you already have a park Softkey configured on your phone you can press it at anytime during a call with someone.
    01_parking-button

  • The Caller will be placed in a parking slot, and the slot number will be read back to you, press the Transfer_25-1 (Transfer Button) or Softkey again to complete the transfer to parking.
    01_parking-xfer

If you Don't have a Park Softkey on your Phone

  • Press the Transfer_25-1 (Transfer Button) or Softkey
    02_Parking-xfer70

  • Dial the Parking Extension (70 by default for UnifiedBX based systems )and press Send or "#"
    02_Parking-xfer70-send

  • The Caller will be placed in a parking slot, and the slot number will be read back to you, press the Transfer_25-1 (Transfer Button) or Softkey again to complete the transfer to parking.
    02_Parking-xfer70-xfer

    Retrieving Parked Calls

    • Dial the Parking Slot number the call was parked (That was read to you when parked) press Send or "#"
      02_Parking-Retrieve71

    Headset

    What is Headset Mode?

    • Headset mode allows you to make and receive calls through a Headset instead of the phone's Handset or Speaker Phone as the default audio source.
    • You can switch to and from Headset mode at any time, even during an active call.

    Enabling / Disabling Headset Mode

    • Press the Headset_25 (headset) button to toggle headset mode on and off.
    • If the phone is in headset mode it will display a Headset Icon at the top of the screen and a text alert at the bottom (the bottom alert may cycle through several other alerts).

    Adjusting the Headset Volume

    • Headset volume is affected by Headset's own volume setting as well as the Phone's volume setting.
    • If you adjust the volume on the Headset that does not effect the levels on the Handset or Speaker Phones.  You may have to adjust both to get both at the desired levels.
    • While the phone is use (on a call) press the Volume-Rocker_25 (- and +) buttons on the phone to decrease or increase the phone's volume.
      01_Volume1

    Switching from Headset Mode to Another Mode During a Call

    • From Headset to Handset: Pick the Handset.
    • From Handset to Headset: Press the Headset_25-1 (headset) button.
    • Note: When using headset, Pressing the Headset_25-1 (headset) button will send the call to Speaker phone if the Handset is On-Hook, or to the Handset if it's already Off-Hook.


    Call Forward

    • To setup Call Forwarding press the Menu button.
                   1


    • Select the Features menu by pressing Enter.
                   2



    • Select Forward by pressing Enter.
                   3


    • You will notice there are 3 types of Call Forward:
      • Always
      • Busy: The incoming call will be forwarded when the extension is busy (on a call)
      • No Answer: The incoming call will be forwarded when the user doesn't answer the call.
                   screen_15-55-09



    Always


    • By default the Always Call Forward is disabled. 
    • Use the Switch button to enable or disable this feature.
                   
     

    • Use the arrow keys from the keypad to navigate down and enter the destination number to forward the calls to.
    • Press Save
     always-save

    • You can disable the Always option by navigating back to this menu and use the Switch button.


    Busy


    • By default the Busy Call Forward is disabled. 
    • Use the Switch button to enable or disable this feature.

                   busy-1


    • Use the arrow keys from the keypad to navigate down and enter the destination number to forward the calls to.
    • Press Save.

                   busy-save

    • You can disable the Busy option by navigating back to this menu and use the Switch button.


    No Answer


    • By default the No Answer Call Forward is disabled. 
    • Use the Switch button to enable or disable this feature
                   NA-1

    • Use the arrow keys from the keypad to navigate down and use again the arrow keys to select the time in seconds to wait before sending the call to the target number (After Ring Times option).
                  no-answer-arrows

    • Use the arrow keys from the keypad to navigate down and enter the destination number to forward the calls to.
    • Press Save
                   NA-3

    • You can disable the No Answer option by navigating back to this menu and use the Switch button.







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