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Download Quick Reference Guide
Getting to Know Your Phone
Locating Phone Extension
The phone's extension is typically programmed into the first one or two buttons and is displayed on the screen.
Setup and Check Voicemail
Set Up Voicemail for Your Extension
The first time you access the Message Center, the system will walk you through your voicemail setup. To access the Message Center, press the MESSAGE button .
Check Voicemail from Your Phone
Press the MESSAGE button , and follow the prompts.
Check Voicemail from Another Service-Provided Phone
- Press the MESSAGE button or tap the Message soft key on the phone you are using.
- When you hear the voicemail greeting, press the star key (*).
- Enter your full 10-digit number when prompted.NoteIf 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.
- Follow the prompts.
Check Voicemail Remotely
If you have a direct dial number:
- Call your number.
- When you hear your voicemail greeting, press the star key (*).
- Follow the prompts.
If you have an extension-only number:
- Dial 877-675-1152.
- Enter your full 10-digit number.NoteIf 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.
- Follow the prompts.
Set Up and Check Voicemail on Line Forked to Your Phone (e.g., Main)
If you have another line on your phone in addition to your personal extension:
- Press that line key to select it.
- Press the MESSAGE button.
The first time you access the Message Center for the forked line, the system will walk you through your voicemail setup.
Voicemail Menu Options
Place Calls
You do not have to dial 9, 0, or any other prefix to make an outbound call. You may dial any other UCaaS phone in your organization using the phone's 4 or 5-digit extension.
Using the Handset
- Enter the number you are calling on the dial pad.
- Pick up the handset.NoteYou may place a call by picking up the handset before dialing. Just be aware the system will attempt to complete the call after a slight pause in entering digits on the dial pad.
Using the Speakerphone
- Enter the number you are calling on the dial pad.
- Press the speaker button or tap the Call soft key.NoteYou may place a call by pressing the speaker button before dialing. Just be aware the system will attempt to complete the call after a slight pause in entering digits on the dial pad.
Using the Headset
- With the optional headset connected, press to activate the headset mode.
- Enter the number.
- Tap Call.
Answer Calls
Using the Handset
When a call comes in, pick up the handset.
Using the Speakerphone
When a call comes in, tap , the Answer soft key, or the flashing line key.
Using the Headset
- With the optional headset connected, press to activate the headset mode.
- Enter the number, and then tap the Call soft key.
Answer Second Incoming Call
When you are on an active call and a second call comes in, tap the Answer soft key or press the flashing line key.
The active call is automatically placed on hold when you answer the second call.
Reject Calls
To reject an incoming call and send it directly to voicemail, tap the Reject soft key.
End Calls
Using the Handset
Hang up the handset or tap the End Call soft key.
You may need to tap the More soft key to see the End Call soft key.
Using the Speakerphone
Press or tap the End Call soft key.
You may need to tap the More soft key to see the End Call soft key.
Using the Headset
Tap the End Call soft key.
You may need to tap the More soft key to see the End Call soft key.
Redial
Press twice when the phone is idle to dial out the last dialed number.
Mute and Unmute Calls
Press to mute the microphone during a call.
Press again to unmute the call.
Hold and Resume Calls
Place a Call on Hold
To place a call on hold pressor tap the Hold soft key during an active call.
Resume a Held Call
To resume the call, do one of the following:
- If there is only one call on hold, tap the line key, tap the Resume soft key, or press
- If there is more than one call on hold, tap the line key for the call you wish to resume.
Transfer Calls
Consultative Transfer
If you would like to speak to the recipient before transferring a call, use a Consultative transfer.
- Press the Transfer button or tap the Transfer soft key during an active call. The call is placed on hold.
- Place a call to the transfer recipient by entering their number and then waiting for the call to complete or by tapping the Call soft key.
- When the second party answers and accepts the transfer, press the Transfer button or tap the Transfer soft key to complete the transfer.
Direct to Voicemail Transfer
To transfer a call directly to a voicemail box within your organization, use a Voicemail transfer. This will not ring the target phone and the caller will immediately hear the voicemail greeting.
Transferring to a 4-Digit Extension
- Press the Transfer button or tap the soft key during an active call. The call is automatically placed on hold.
- Enter *90 followed by the extension to which you want to transfer the call.
- Press the Transfer button or tap the B Transfer soft key.
Transferring to a 5-Digit or 6-Digit Extension
- Press the Transfer button or tap the soft key during an active call. The call is automatically placed on hold.
- Enter * followed by the number to which you want to transfer the call.
- Tap B Transfer.
Make a Conference Call
- Tap the Conference soft key during an active call. The active call is automatically placed on hold.
- Enter the number of the party you would like to conference in. Wait, or tap the Conference soft key.
- When the second party answers, tap the Conference soft key again. All parties are now joined in the conference.
- Tap the End Call soft key (you may need to tap More to see End Call) to disconnect all parties or to leave a three-way conference.
- You can split the conference call into two individual calls by pressing the Split soft key.
If you would like to end the call for all three-way parties, Split into individual calls then End Call each.
Park Calls
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:
- Press Transfer. The call is automatically placed on hold.
- Dial *98.
- Tap Call or wait.
- You hear a message telling you the orbit number on which the call is parked and prompting you to complete the transfer. Press Transfer to complete.
Pick Up a Parked Call
When you let a person know they have a parked call, you will need to tell them the orbit number on which the call is parked.
To pick up a parked call:
- Go to any service-provided phone in the building and dial *99 followed by the orbit number.
Do Not Disturb (DND)
When your phone is set to Do Not Disturb and your extension is assigned a Pro or 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 Pro or Executive, your phone will not ring, and incoming calls will be forwarded immediately to your voicemail.
You can toggle Do Not Disturb on and off by going to Menu > Features > DND or by pressing the DND soft key, if it is available.
Wi-Fi
To connect to Wi-Fi, follow these steps:
- Press the Menu soft key.
- Locate to the Basic option using the navigation arrow keys, then press the Enter soft key.
- Scroll down to Wi-Fi using the navigation arrows and press the Enter soft key.
- In the Wi-Fi menu, use the right arrow to toggle Wi-Fi On and then press Save.
- Scroll down to Available Networks from the menu and press Enter.
- Use the arrow keys to select your desired network and press the Connect soft key.
- Enter the Wi-Fi password and press the Save soft key.
If the connection is successful, a connection success message will appear. If the connection fails, please ensure you have selected the correct network and entered the correct password.
Paging
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):
- Dial the intercom system extension.
- Make your announcement.
- 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.):
- Dial the intercom system extension.
- When you hear a tone, enter the number of the zone you wish to broadcast to.
- After hearing another tone, make your announcement.
- When finished, hang up.
Local Call Recording
If local call recording is enabled, you may record calls to a USB flash drive inserted into the back of your phone.
To use local call recording:
- Insert your USB flash drive into the USB port on the back of the phone.
- When you are on an active call, tap the Start REC soft key.NoteYou may need to tap the More soft key to see the Start REC soft key.
- Tap the Pause REC soft key to pause the recording and the Resume REC soft key to resume.
- Tap the Stop REC soft key to stop recording.
You may access recordings from the phone by tapping Menu > USB > Browse Audio or take the USB drive to a computer and access files from there.
Access and Use Call History
You can view a list of up to 100 missed, placed, received, and forwarded call records.
- Press the History soft key when the phone is idle. Press or to scroll through the list.
- Once an entry is highlighted, you can:
- Press the Send soft key to call the entry.
- Press the Delete soft key to delete the entry from the list.
- Press the Option soft key to:
- Select Detail to view detailed information about the entry.
- Select Add to Contact to view detailed information about the entry.
- Select Add to Blacklist to add the entry to the blacklist.
- Select Delete All to delete all entries from the list.
Access and Manage Local Contact Directory
Add a Contact
- Tap the Directory soft key when the phone is idle, then select All Contacts.
- Tap the Add soft key to add a contact.
- Enter a unique contact name in the Name field and contact numbers in the corresponding fields.
- Press or to move through the fields.
- Tap the Save soft key to accept the change.
Edit a Contact
- Tap the Directory soft key when the phone is idle, then select All Contacts.
- Press or to select the desired contact, then tap Option > Detail to open up Contact Details
- Edit the contact information.
- Press or to move through the fields.
- Tap the Save soft key to accept the change.
Delete a Contact
- Tap the Directory soft key when the phone is idle, then select All Contacts.
- Press or to select the desired contact, then tap Option > Delete.
- Tap OK soft key when the LCD screen prompts, "Delete selected item?"
Clear Missed Calls Alert
To clear the onscreen Missed Calls alert, press History to view your Missed Calls.
Adjust Ringer and Call Volume
- During an active call, pressto adjust the call volume.
- While the phone is idle or ringing, pressto adjust the ringer volume.
Change Ring Tone
Program Phone Keys
Available phone keys set as speed dials, one-touch transfer buttons, etc. are managed by your System Administrator or through the User Portal.
Access (Star) Codes
Access Code | What it Does | Available in Feature Package | Notes |
---|---|---|---|
*53 | Directed Call Pickup | All except Prime | Dial *53 followed by the extension of a ringing phone to pick it up. |
*54 | Group Call Pickup | All except Prime | Dial *54 to pick up a call ringing on a phone that is a member of a Call Pickup Group of which your phone is a member. Call Pickup Groups are set up by your System Administrator. |
*62 | Enable Busy Call Forwarding | All except Pro and Executive | Extensions assigned a Pro or Executive Feature Package, are forwarded using the Reach Me function in the User Portal and not access (star) codes. |
*63 | Disable Busy Call Forwarding | All except Pro and Executive | Extensions assigned a Pro or Executive Feature Package, are forwarded using the Reach Me function in the User Portal and not access (star) codes. |
*69 | Automatic Recall | All | Plays an announcement of the number of the last call received. |
*72 | Enable Unconditional Call Forward | All except Pro and Executive | Extensions assigned a Pro or Executive Feature Package, are forwarded using the Reach Me function in the User Portal and not access (star) codes. |
*73 | Disable Unconditional Call Forward | All except Pro and Executive | Extensions assigned a Pro or Executive Feature Package, are forwarded using the Reach Me function in the User Portal and not access (star) codes. |
*92 | Enable Call Forwarding on No Answer | All except Pro and Executive | Extensions assigned a Pro or Executive Feature Package, are forwarded using the Reach Me function in the User Portal and not access (star) codes. |
*93 | Disable Call Forwarding on No Answer | All except Pro and Executive | Extensions assigned a Pro or Executive Feature Package, are forwarded using the Reach Me function in the User Portal and not access (star) codes. |
*98 | Call Park | All | Press Transfer followed by *98 to park a call. Call Park is enabled by your System Administrator. |
*99 | Retrieve Parked Call | All | Press *99 followed by the Park Orbit to retrieve a parked call. Call Park is enabled by your System Administrator. |
*318 | Voicemail | All |