Poly Edge E500 and E550

Soft Keys

Soft keys appear at the bottom of your screen and change depending on where you are in a call sequence. You select a soft key by pressing the physical button directly underneath it.

Watching your soft keys is one of the most helpful things you can do when using your phone. In almost all cases, the thing you are most likely to do next in a call will appear as a soft key.

Buttons

Buttons are physical keys on your phone which are programmed to always perform a specific function (e.g., microphone mute).

LED Status Bar

The LED lighting bar on the Poly Edge phone indicates your phone status at a glance.

The Poly Edge E100 and 220 have a LED bar across the top of the phone display while all other Poly Edge models have a LED bar surrounding the phone display.

Locating Phone Extension

The phone's extension is typically programmed into the first one or two button and is displayed on the screen.

Navigate Onscreen Lists and Menus

You use the navigation dial to navigate onscreen lists and menus. The button in the center functions as an enter or select key.

Set Up Voicemail for Phone's Extension

The first time you access the Message Center on a phone, the system will walk you through the voicemail setup. 

Depending on the phone model, you may access the Message Center by pressing the Voicemail button (marked with , , or MESSAGE) or the Vmail soft key.

Check Voicemail From Your Phone

Press the Voicemail button (marked with , , or MESSAGE) or the Vmail soft key, and follow the prompts.

Check Voicemail From Another UCaaS Phone

1. Press the Voicemail button (marked with , , or MESSAGE) or the Vmail soft key on the phone you are using.
2. When you hear the voicemail greeting, press the star key (*).
3. Enter your full 10-digit number when prompted.
   Note:

   If you have an extension-only number, your full 10-digit number will be a customer prefix followed by your extension. If you do not know your customer prefix, check with your System Administrator.
4. Follow the prompts.

Check Voicemail Remotely

If you have a direct dial number:

1. Call your number.
2. When you hear your voicemail greeting, press the star key (*).
3. Follow the prompts.

If you have an extension-only number:

1. Dial 877-675-1152.
2. Enter your full 10-digit number.
   Note:

   If you have an extension-only number, your full 10-digit number will be a customer prefix followed by your extension. If you do not know your customer prefix, check with your System Administrator.

   3. Follow the prompts.

Check Voicemail on Line Forked to Your Phone

If you have more than one line on your phone:

1. Press the Voicemail button (marked with , , or MESSAGE) or the Vmail soft key.
2. You see the Message Center screen. Press Select.
3. You see a list of all the lines on your phone. Use the navigation dial to highlight the line for which you would like to check voicemail. 
4. Press Select and follow the prompts.

Voicemail Menu Options

Using the Handset

1. Using the dial pad, enter the number you are calling.
2. Pick up the handset.

Using the Speakerphone

1. Using the dial pad, enter the number you are calling.
2. Press the speaker button or the Dial soft key.

Using the Headset

1. With the optional headset connected, press the headset button to activate headset mode.
2. Enter the number.
3. Press the Dial soft key.

Using the Handset

When a call comes in, pick up the handset.

Using the Speakerphone

When a call comes in, press , the Answer soft key, or the flashing line key.

Using the Headset

With your headset connected and activated, press when a call comes in.

Answer Second Incoming Call

Press Answer or if you have multiple lines, the flashing Line Key.
You may need to use the navigation medallion to highlight the second incoming call on the display, then press Answer.

Using the Handset

Press the EndCall soft key or place the handset in the cradle.

Using the Speakerphone

Press or the EndCall soft key.

Using the Headset

Press the EndCall soft key.

Press the right navigation arrow to open the Placed Calls list. The most recent outbound call is highlighted. Press Dial.

Press to mute the microphone during a call.

Press again to unmute the call.

Place a Call on Hold

Press the Hold soft key or hold button during an active call. 

Hold buttons are marked with a phone handset combined with a pause symbol.

Resume a Held Call

Press the flashing line key, the Resume soft key, or the hold button.

The transfer button on your phone is labeled with an icon showing two handsets connected by an arrow. 

Blind Transfer

To transfer a call to a recipient without speaking with the recipient first, use a Blind transfer.

1. Press the Transfer button. The call is immediately placed on hold.
2. Press the Blind Transfer softkey.
3. Dial the recipient's number.
4. Press Send or wait for the call to complete.

Consultative Transfer

If you would like to talk to the transfer recipient before sending the caller through, use a Consultative transfer.

1. When you are on an active call, press the Transfer button. The call is automatically placed on hold.
2. Dial the recipient.
3. Press Send or wait for the call to complete.
4. After you have spoken with the recipient and are ready to complete the transfer, press the Transfer button or the Transfer soft key. Both parties will be immediately connected.

Cancel a Transfer

Press the Cancel soft key at any point prior to completing a transfer to return to the original call.

Direct to Voicemail Transfer

If you would like to transfer directly to the voicemail box of another extension within your organization, use a Direct to Voicemail Transfer.

This will not ring the transfer recipient’s phone and the caller will immediately hear the voicemail greeting.

Transferring to a 4-Digit Extension

1. Press the Transfer button.
2. Press Blind Transfer.
3. Dial *90 followed by the recipient's extension number.
4. Press Send or wait for the call to complete.

Transferring to a 5-Digit or 6-Digit Extension

1. Press the Transfer button.
2. Press Blind Transfer.
3. Dial * followed by the recipient's extension number.
4. Press Send or wait for the call to complete.

Call Park allows you to place a call on hold so it can be retrieved from any other UCaaS phone in your building.

Park a Call

To park a call:

1. Press the Transfer button. The call is automatically placed on hold.
2. Dial *98.
3. Press the Send soft key or wait for the call to complete.
4. You hear a message telling you the orbit number on which the call is parked and prompting you to complete the transfer. Press the Transfer button to complete.
5. Let the call recipient know they have a parked call and the orbit number on which the call is parked.

Pick Up a Parked Call

To pick up a parked call, go to any UCaaS phone in the building and dial *99 followed by the orbit number.

When your phone is set to Do Not Disturb, and your extension is assigned an Executive feature package, your phone will not ring and incoming calls will be rejected.

When your phone is set to Do Not Disturb, and your extension is assigned any other feature package besides Executive, your phone will not ring and incoming calls will be forwarded immediately to your voicemail.

You toggle Do Not Disturb on and off by pressing the Home button then selecting DND or by pressing the DND soft key, if it is available.

Integrated Bluetooth provides the flexibility to move about with a Bluetooth headset or answer your mobile phone calls on your Poly desk phone.

You may pair multiple devices to your Poly phone, but only one device will connect at a time.

To enable Bluetooth on your Poly Edge Series phone:

1. Press the Home button and select Bluetooth.
2. Use soft keys or the navigation dial to select On.

Pair a Bluetooth Device

To pair a Bluetooth device with your Poly desk phone:

1. Press the Home button and select Bluetooth.
2. Select Manage Devices.
3. Press the Scan soft key.
4. Select your device from the list.
5. Press the Pair soft key.
6. If required by your device:
   1. Verify the pairing code or passkey matches your Poly phone.
   2. Select Pair on your device and Allow on your Poly Edge phone.

If your Poly phone doesn't automatically connect to the Bluetooth device, go to Home > Bluetooth > select the device you're pairing > Connect.

Using Your Paired Mobile Device with a Poly Phone

Managing Calls to Your Paired Mobile Device

After you've paired your mobile device you can perform the following using your Poly desk phone:

• Use the Poly phone to handle calls, including microphone mute and increase/decrease call volume. 
• Answer an incoming call.
• Reject an incoming call.
• End an active call to your mobile device from your Poly desk phone (or from the mobile device).

Sync Mobile Contacts

If you choose to pair your mobile device with your Poly phone you may display your mobile contacts from your desk phone.

You will need to grant permissions from the mobile device and the Poly phone.

1. Immediately after pairing a mobile device, you will see a message on the device asking to Allow access to contacts. If you wish to access your mobile contacts from your Poly desk phone, select Yes.
2. Your Poly phone will display a message asking if you'd like to save your Mobile Contacts to your directory.
   1. Select Agree.
   2. The next screen will ask you to select Contacts, Favorites, or both.
   3. Make your selection and press the Sync soft key.

Access Mobile Contacts

To access your mobile contacts from your Poly desk phone:

1. Press the Home button.
2. Select Directories.
3. Choose Mobile Contacts.

Disconnect or unpair a Bluetooth device when it's no longer needed.

1. Press the Home button and select Bluetooth.
2. Select Manage Devices.
3. Choose the device you wish to unpair or disconnect from the Manage Devices screen.
4. Press the Disconnect or Remove soft key.

Make Page Through Phone Speakers

If your System Administrator has created paging groups (for example, All Call, Second Floor, etc.) and assigned your phone broadcast permission, you see a Paging soft key on your phone.

To make a page through the phone speakers:

1. Press Paging.
2. Use the navigation dial to select the group you would like to page.
3. Press Page.

Make Page Through Building Speakers

Your System Administrator will provide you with an extension to dial to make an announcement through the building speakers.

If your system is set up with one zone only (typically All Call):

1. Dial the intercom system extension.
2. Make your announcement.
3. When finished, hang up.

If your intercom system is set up with multiple zones for announcements to be broadcast to specific areas. (e.g., outside, East wing, etc.):

1. Dial the intercom system extension.
2. When hear tone, enter the number of the zone to which you would like to broadcast.
3. When hear tone, make your announcement.
4. When finished, hang up.

If UCaaS is integrated with your building's intercom system, your System Administrator will provide you with an extension to dial for making announcements through the building speakers.

If your system is set up with one zone only (typically All Call):

1. Dial the intercom system extension.
2. Make your announcement.
3. When finished, hang up.

If your intercom system is set up with multiple zones for broadcasting announcements to specific areas. (e.g., outside, East wing, etc.):

1. Dial the intercom system extension.
2. When you hear a tone, enter the number of the zone you wish to broadcast to.
3. After hearing another tone, make your announcement.
4. When finished, hang up.

To record a call:

1. Insert a USB 2.0 Type C flash drive into the USB port of your phone.
2. When you are on an active call, press More (you may need to press More twice).
3. Press Record.
4. Press Start to begin recording.
5. When you are recording a call, you see the Stop and Pause controls. You may need to press More to see Pause.

When your phone is in the Lines view (where you see your extension number next to keys), use the navigation arrows to access your call history.

• Left arrow = received
• Down arrow = missed
• Right arrow = placed

To place a call from your call history:

1. Press the navigation arrow to open the list.
2. Highlight the number you would like to call.
3. Press Dial.

To clear the onscreen Missed Calls alert, press the down arrow on the navigation dial to open your Missed Calls list.

Adjust Call Volume

During an active call, press + or - to adjust the call volume.

Adjust Ringer Volume

While the phone is idle or ringing, press + or - to adjust the ringer volume.

Available phone keys set as speed dials and one-touch transfer buttons, are managed by your System Administrator or through the User Portal.