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Cloud Select Voice User Guide

1. To disable Headset Memory Mode repeat steps 1 and 2 To activate Headset Memory Mode press twice SoundPoint IP Expansion Module Quick Start Guide Thank you for choosing the SoundPoint IP Expansion Module a 14 line console that expands the potential of call handling when used with the SoundPoint IP 601 phone Up to three Expansion Modules can be cascaded to a single host phone Increasing the total number of buttons to 48 for intensive business IP telephony users Each of the 14 keys on the Expansion Module feature Individual dual color LED indicators allowing easy recognition of line or call state Keys may be programmed for speed dials lines or directory numbers DN Installation and configuration of the SoundPoint IP Expansion Module is easy since both power and signaling are taken from the host SoundPoint IP 601 phone upon connection No extra wires or power supplies are required to operate the Expansion Module POLYCOM Advanced Teleconferencing Solutions Installation 1 Remove the rubber plug that ships with the unit from the SoundPoint IP 601 phone or from the Expansion Module 2 Align the Expansion Module at the top of the groove lines on the SoundPoint IP 601 phone and slide unit downwards until unit clicks into position Connect the Base Stand for each Module 47 48 3 To connect up to three Expansion Modules together repeat steps 1 and 2 Startup Power is automaticall
2. o Press the Save soft key or the Cancel soft key to abandon the change then press Piectoies _ tO return to the Idle display Headset memory mode For permanent or full time headset users there is an option to default all calls to the headset To enable Headset Memory Mode 1 Press Mau and select Settings followed by Basic Preferences and Headset Memory 2 Use the Up or Down arrow keys and press the Select soft key to enable Headset Memory Mode To disable Headset Memory Mode Repeat steps 1 and 2 and select Disable To activate Headset Memory Mode Press Q twice 43 44 SoundPoint IP 670 Basic phone features Placing Calls Using the handset Pick up the handset and dial the number or dial the number first and then pick up the handset Using the speakerphone 1 With the handset on hook press e Any assigned line key or e The New Call soft key 2 Dial the number Or dial the number and then press the Dial soft key Using the optional headset 1 With the headset connected press e Any assigned line key or e The New Call soft key 2 Press 3 Dial the number Or dial the number and then press Q During a call you can alternate between handset headset or hands free modes by pressing the Speakerphone or Headset keys or picking up the handset Answering Calls Using the handset Pick up the handset Using the speakerphone Press 4 or e The appropriate line key or e
3. Query call details section gives users to view call logs depending specific date ranges call types which also can sorted by a telephone number or ascending or descending order The user can also generate call reports in the form of CSV or PDF format and download on to their desktops Last 20 calls sections as the name suggests displays the last 20 calls of the user which again user can generate a report in the form CSV or PDF format for downloading on their PCs and send a report of last 20 calls to their personal email account or companys mail account as Shown in the below figure of y Se nE Q TS CAS A PT c Welcome 01661520489 01661520489 Profile Calling Features My Calls Utilities Query Call Details Last 20 Calls Query Call Details Report Sort by Start date time E in descending order from 08 11 2011 to 08 18 2011 mm dd yyyy Date range Include Search by full or partial telephone number 7 Inbound calls F Missed calls 7 Outbound calls Export Email to Export report to PDF Export report to CSV Utilities As shown above under button Enterprise Directory portal gives complete overview of the companys directory in the form list and even in PDF format which user can download Registration button shows the registration details of users phone X y sM i O z A Glavisyy Welcome 01661520489 01661520489 Profile Calling Features My Calls Utilities Enter
4. Voice Customer User Guide Customer Services 0844 801 0506 www daisygroupplc com Welcome to your new Cloud Select Telephony Service Voice This guide will help you take full advantage of the many features your system delivers Should you ever need us we are only ever a phone call or email away The contact details can be found on page number 59 We would like to draw your attention to a special Ofcom notification regarding calling of emergency service numbers If an emergency occurs during a power cut or system failure call 999 from a mobile or landline Customer Services 0844 801 0506 Contents Calling features Daisy Anywhere Daisy Toolbar Auto Attendant Personal Voice Portal Voicemail Daisy Receptionist Console Daisy Call Recording Daisy Web Portal Polycom 321 335 Phones Polycom 450 Phone Polycom 650 Phone Polycom 670 Phone Polycom Expansion Module Cisco 301 Phone Cisco 502 504 508 Phones Cisco 525 Phone Cisco 500S Expansion Module Where to go for help p4 p8 p9 p12 p15 p18 p23 p30 p36 p39 p41 p44 p47 p49 p50 p53 p56 p59 Calling Features Flash Calls NOTE Flash calls are available on devices with flash functionality Call Transfer While engaged in call to be transferred 1 Press flash hook on phone The initial call is held 2 Enter the complete phone number or extension of party to receive call You can press to signal the end of the phone number or
5. edit Opens an item so that you can edit numbers or letters or enable or disable a feature Exit Closes a menu grPick G PickUp Allows you to answer a call ringing on an extension by discovering the number of the ringing extension Returns the last missed call by dialing the number that called you Shows the Missed Calls list Displays other softkey buttons that are available Press to start a new call Press this button to display options To choose the displayed option press OK Puts a call on hold at a designated park number The call is parked on the line until you unpark it or the caller disconnects Must be configured by your phone system administrator Allows you to answer a call ringing on another extension by entering the extension number Displays a list of recently dialed numbers Resumes a call that is on hold Saves your changes Selects the highlighted item on the LCD screen Resumes a parked call Performs a call transfer Transfers an active line on the phone to a called number Enters a submenu and when pressed toggles between Yes or No to enable or disable an option 92 Using Your IP Phone Placing or Answering Calls To place or answer a call you can pick up the handset press the Speaker or Headset button or press a line button on some phones Putting a Call on Hold To put a call on hold press the Hold button The caller hears a series of three rapid beeps or mu
6. Our offices are now closed If you know the extension of the party you are trying to reach dial it now To use our automated name directory please press 2 Thank you for calling Define Administration Auto Attendant On the Auto Attendant Add page 1 Type the Auto Attendant ID name calling line ID last name and calling line ID first name 2 Select the department 3 From the Language list select English 4 From the Time Zone list select the time zone 5 From the Business Hours list select Every Day All Day 6 From the Holiday Schedule list select UK 2012 7 Specify the scope of extension dialing scope of name dialing and name dialing entries 8 On the Name Dialing Entries control click LastName FirstName and FirstName LastName 9 Click OK The Business Hours menu page appears Set Business Hours Menu 1 Click Personal Greeting Click Browse to locate the audio file recorded for the custom greeting 2 Check the Enable first level extension dialing box to allow callers to dial an extension immediately after the greeting 3 Configure the menu as follows Action Number Transfer to operator 6111 Extension dialing Name dialing Transfer with prompt 6120 Transfer with prompt 6110 Key Description Group operator 1 Dial by extension 2 Dial by name 3 Jean Smith 4 Main Line 4 Click OK The After Hours menu page appears Set After Hours Menu 1 Click Default Greeting 2 C
7. The Daisy Recorder application is a browser based system comprising a series of main menu items each with sub menu options that are accessed by clicking on the main menu option on the left of the screen The sub menu items will appear initially to the right of the vertical menu bar or can be displayed below the main menu item by clicking again on the main menu Item Option and Button Field Names The main menu item names are shown in bold for example Configuration Button and field names parameter names and values and screen names are shown as the text with the relevant button shown i e Update BSMAMNTE Generally if you hover the mouse pointer over any particular button a tool tip describing the purpose of the button will be displayed briefly Selecting Options Oblique strokes are shown between options and associated sub options to indicate that first the main option is selected by clicking on it at the left of the screen and then the required sub option s down to the required level Thus Configuration Users means click on Configuration and then click on Users Note There is no need to click on Configuration or other main option first if its sub options are already displayed Activate The words activate click on select and choose are equivalent within the context of this document and are used interchangeably in the procedures meaning click on the button using the left hand button of the mouse or the equ
8. Forward Always on No Answer or on Busy 3 For all types enter a number to forward all future calls tO For No Answer enter the number of rings before forwarding 4 Press the Enable soft key to confirm Call Forwarding A moving arrow icon appears for that line To disable call forwarding Perform steps 1 and 2 but select Disable Call forwarding is not available on shared lines Call lists From the idle screen press for Speed Dial for Received Calls D or for Placed Calls Or press Meu then select Features gt Call Lists gt Missed Calls Received Calls or Placed Calls Call information will be displayed Select a call and press i to dial the number You can also Delete the entry Save the contact information or see Info about the call Voice mail A voice mail icon on the screen a flashing line key and a stutter dial tone indicate one or more new voice mail messages To listen to voice messages 1 Press the Msgs soft key or press Me Features gt Messages 2 Press the connect soft key and then follow voice prompts Phone Lock Lock your phone with a user password to prevent unauthorized access To lock the phone 1 Press Mai and then select Settings gt Basic gt Lock Phone 2 Chose to Allow ringing when l locked or enable DND when locked for incoming calls 3 Press the Lock soft key to confirm To unlock the phone 1 Press the Unlock soft k
9. Kai Welcome aru br Enterprise Group Daisy Group Plc TechSupoort Prudhoe Prudhoe All Uses 0 Burholt Adrian 01661520463 Group Profile Departments Manage Users Burney Chris 01661520456 Businesswise Frazer 01661520464 p Cockett Dean 01661529911 Site Info Time Schedules Holiday Schedules Davis Chris 01661520468 Fawcett Tracey 01661520473 Gibson Teor Lynn Goldwater Andrew 01661520461 Location Info Grimshaw Stephen 01661520471 Holmes Dan 01661520460 Group Profile Horton Rik 01661520731 Group Information Jagusz fom Chris rire Jaruga Alistair 01661520475 Group ID Prudhoe Jones Ken 01661529910 Group Name Prudhoe Molloy Ant 01661520474 Default Domain bnspic com Murdoch Iain 01661520477 Time Zone GMT 01 00 Europe London Oldfield Kim 01661520472 ieee Richards James 01661520470 Richards SP Ja mes usrPrudh1000 Welcome aru br Enterprise G User Daisy Group Pic TechSupoort ESA Prudhoe gt Davis Chris 01661520468 EI Profile Calling Features My Calls Utilities View and update your call services settings Service type On Off on off lt o play Ring Reminder when a call is forwarded on off EE Number of rings before forwarding GB EJ on off 1 aT On Off P Play Ring Reminder when a call is blocked 36 SoundPoint IP 321 amp 335 Basic phone features Placing a call Using the Handse
10. Richards SP James 1000 01661520474 Molloy Ant 44 1661520474 01661520470 Richards James 44 1661520470 01661520464 Businesswise Frazer 44 1661520464 01661520467 Scott Andy 44 1661520467 01661520461 Goldwater Andrew 44 1661520461 01661520466 Burney Chris 44 1661520466 _ 01661520468 Davis Chris 44 1661520468 01661520471 Grimshaw Stephen 44 1661520471 Call Details This Tab allows administrator to download or email the call reports of the group for period of time 6 months approx Administrator can also view reports here in this page S 022 f NT Welcome aru br Daisy Group Plc TechSupoort Prudhoe Prudhoe All Users _ x Group Profile Departments Manage Users Group Services Policies amp Utilities Directory Disaster Redirect Call Details Query Call Details Query Call Details Report User an Sort by oO Displaying logs for all users might take minutes Start date time in descending order Date range from 08 30 2011 to 09 06 2011 mm dd yyyy Include Search by full or partial telephone be Greate Report F inbound calls Z Missed calls F Outbound calls Export Email to Export report to PDF Export report to CSV Submit ni i Group Admin User Level Access This Tab is similar to Managing users Administrators can access each individual user and modify changes to each features assigned to users
11. TechSupoort gt Prudhoe Prudhoe All Users Le Group Profile Departments Manage Users Group Services Policies amp Utilities Directory Common Phone List Personal Phone List Enterprise Directory Custom Contact Directories Personal Phone List No Personal phone list entries found Select a Phone List File No file chosen pa csv Enterprise Directory This Tab is used to view the enterprise directory You can also access an enterprise directory summary or an enterprise directory detail list This page includes an advanced search mechanism to filter the display of entries To perform a basic search click Search The list appears NOTE The Enterprise Directory Summary and Enterprise Directory Detail reports are limited to a maximum of 1 000 members returned for any report regardless of the search criteria given QA n o _ AW dalisy elcome aru br Daisy Group Pic TechSupoort Prudhoe Prudhoe All Users es Group Profile Departments Manage Users Group Services Policies amp Utilities Directory Disaster Redirect Call Details Common Phone List Personal Phone List Enterprise Directory Custom Contact Directories Enterprise Directory E Starts with Last Name Name 01268209858 Hunt Group 01661520462 Call Center 01661520469 01661520469 01661520734 01661520734 01661520735 Hunt Group 01661520741 Auto Attendant 01661520744 Hunt Group 01955950463 Instant Group Call 01955
12. are currently monitoring It Is configured on the web portal and restricted to 30 users company wide Speed Dials The Speed Dials directory lists all speed dial numbers configured for you or by you for your Speed Dial service Managing Directories Show Directory Tab To show or hide a directory tab in the Contact Directory panel 1 From the Menu bar select View and then select Directories 2 Inthe Directories drop down list check directories you want to show and uncheck directories you want to hide Display Directory Contents To display the contents of a directory in the Contact Directory panel click the directory tab Search Directory 1 Select the directory where you want to conduct your search 2 Enter a string by which you want to search in the Search dialog box at the bottom left of the Contact Directory panel Al All vy iQ 3 Select a category from the Search Filter Category drop down list The available categories depend on the directory you are searching The default value Is AU 4 Click Search gt Receptionist displays the contacts matching the search criteria in the selected directory 5 o return to the full directory click Reset E kid Add Speed Dial Entry 1 Inthe Contact Directory panel select the Speed Dials tab 2 Click Add 3 In the Add dialog box select the speed dial key 00 99 from the Key drop down list 4 Enter the contact phone number and the discr
13. call that is on hold Save Saves your changes Scan Scans for wireless networks or Bluetooth devices Select Selects the highlighted item on the LCD screen Transfer Trnsfer Performs a call transfer Unpark Disconnects a parked call View Displays more Information about a selected item xferLx Transfers an active line on the phone to a called number Using Your SPA IP Phone Placing or Answering Calls To place or answer a call do one of the following tasks e Pick up the receiver e Press the Speaker button e Press the Headset button e Press a line button Putting a Call on Hold To put a call on hold press the Hold button A series of beeps Indicates the call is on hold To resume the call press the Resume soft key or the flashing red line button for the call If you have multiple calls all calls are put on hold except the active call Ending a Call e f you are using the handset hang up e f you are using the speakerphone press the Speaker button e f you are using the headset press the Headset button e Press the End Call soft key if available on your phone Transferring Calls STEP 1 During an active call or a call on hold press Transfer Trnsfer Either enter the number to which you want to transfer the call or use the directory to choose a number Press Dial on some phone systems The call is placed on hold and a new line is opened to dial the number To transfer the call without waitin
14. contact The contact s status must be Ringing 2 Inthe Control panel click Call Pickup The call appears on the Switchboard with the status Active Call Barge In This feature allows you to enter an already established call between two people 1 In the Contact Directory panel select the contact you want to barge in on The contact status must be Off Hook 2 Inthe Control panel click Call Barge In The call appears on the Switchboard as a conference Start Conference Call 1 On the Switchboard select the two calls you want to start a conference with 2 Click their Link columns They change to 3 In the Control panel click Conference The status of both calls is Active and their link column changes to Hold Conference On the Control panel click Hold Conference The status of calls in the conference changes to On Hold and their Link column changes to Unhold Conference On the Control panel click Unhold Conference The status of both calls changes to Active Leave Conference On the Control panel click Leave Conference Call The two other parties in the conference stay connected but are removed from the Switchboard End Conference On the Control panel click End Conference The calls are terminated and removed from the Switchboard View Call Logs 1 In the Menu bar select Tools and then Call History 2 To seethe dialed calls select Dialed Calls To see
15. depending on phone model Cisco 525 Phone Getting to Know the Cisco SPA 301 IP Phone 8 Phone Feature Handset Speaker Message Waiting Indicator LCD Screen Line Keys Softkey buttons Navigation button Select button 9 Messages button Description Pick up to answer or place calls Speaker for phone When lit red you have a new voice mail message When lit flashing red you have an incoming call or the phone s firmware Is being updated Typically displays date and time phone station name line extensions and softkey options Indicates phone line status Consult your User Guide for an explanation of line colors and what they mean Press a softkey button to perform the action shown on the label on the LCD screen above Press an arrow to scroll left right up or down through items shown on the LCD screen Press the check mark button to select an option or menu Item on the screen Press to access voice mail fil CISCO must be set up by your phone administrator Press to place a call on hold Press to access a menu to configure features and preferences such as your directory and speed dials access your call history and set up functions such as call forwarding 10 Hold button 11 Setup button Press to mute or unmute the phone When phone is muted the button glows red 12 Mute button Press to increase the volume and to lower the volume of the
16. handset headset speaker when the handset is off hook or ringer volume when the handset is on hook 13 Volume button 14 Speaker button Push to turn the speaker on or off When the speaker is on the button glows green Push to turn the headset on or off When the headset Is on the button glows green 15 Headset button 16 Keypad Use to dial phone numbers enter letters and choose menu items shown below USB 2 0 host port Accepts USB memory device to play MP3 files on the phone or to upload security certificates for wireless authentication Can also be used to charge devices Cisco SPA 52562 model not shown Headset port Accepts wired headsets Softkey Buttons The softkey buttons on your phone display may vary depending on your phone system setup Press the right navigation button or the More softkey button to view additional softkey buttons Following is a partial listing of softkey buttons that may be available on your phone depending on your phone system 20 04 Button BXfer Call Rtn CFwdAll Change Clear Clr DND Conf Confrn confLx DelChar Delete Dial Directory dir DND DnD Edit EditDial Forward cfwd GrPickup GPickUp Hold More Option Function Performs a blind call transfer transferring a call without speaking to the party to whom you are transferring the call Returns the last missed call by dialing the number that called you Forwards all ca
17. key Then enter the first few characters of the contacts name and then press the Search soft key again Adjusting Speaker and Ringer Volume To change the speaker volume e During a call press To change the ringer volume e When the phone is in the Idle state press D 45 46 Updating Ring Type You can change the ring tone on your phone To change the incoming ring tone 1 Press and then select Settings gt Basic gt Ring Type 2 Scroll to the ring type you want To hear the ring type before you select it press the Play soft key 3 Press the Select soft key If you select Silent ring press the Line key or Answer soft key to answer incoming calls You can set distinctive ring tones for different contacts To set a ring type for a contact 1 Press Diesies and then select Contact Directory 2 Search for the contact refer to Updating Contact Directory 3 Press the Edit soft key and then use the Down arrow key to scroll to Ring Type 4 Enter a number that corresponds to one of the ring types available under Settings gt Basic gt Ring Type o Press the Save soft key Headset Memory Mode For permanent or full time headset users all calls can default to the headset To enable Headset Memory Mode 1 Press Mew _ and then select Settings gt Basic gt Preferences gt Headset gt Headset Memory 2 Use the arrow keys and press the Select soft key to enable Headset Memory Mode
18. plays The Call Forwarding Busy service is currently activated The current forwarding destination is lt User B ext gt 2 Replace telephone handset Call Forwarding Busy To Voice Mail Activation 1 Lift telephone handset Press the assigned code ex 40 2 Replace telephone handset The service is on Call Forwarding Busy To Voice Mail Deactivation 1 Lift telephone handset Press the assigned code ex 40 2 Replace telephone handset The service is off Call Forwarding No Answer Activation 1 Lift telephone handset Press the assigned code ex 72 2 Enter phone number to forward calls when you do not answer the phone 3 Replace telephone handset The service is on Call Forwarding No Answer Deactivation 1 Lift telephone handset Press the assigned code ex ee 2 Replace telephone handset The service is off Call Forwarding No Answer Interrogation 1 Lift telephone handset Press the assigned code ex 61 When activated the announcement plays The Call Forwarding No Answer service Is currently activated The current forwarding destination is lt User B ext gt 2 Replace telephone handset Call Forwarding No Answer To Voice Mail Activation 1 Lift telephone handset Press the assigned code ex 41 2 Replace telephone handset The service Is on Call Forwarding No Answer To Voice Mail Deactivation 1 Lift telephone handset Press the assigned code ex 41 2 Replace telephone h
19. prompts Viewing Call Lists To view a call list gt gt Press Maw _ and then select Features gt Call Lists gt Missed Calls Received Calls or Placed Calls You can select a call from any list and do the following e To place a call press the Dial soft key e To change the phone number before dialing press the Edit soft key e To remove the call from the list press the Clear soft key e To store the contact in your Contact Directory press the Save soft key e To view Information about the call press the Info soft key Customising your phone Updating Contact Directory To add or edit a contact 1 J and then select Features gt Contact Directory 2 To add a contact press the Add soft key To edit a contact scroll to the contact and then press the Edit soft key 3 Add or edit the contact information The only required field is the Contact field the contact s phone number 4 Press the Save soft key You can also add contacts to your Contact Directory from call lists see Viewing Call Lists To search for a contact 1 Press Mau and then select Features gt Contact Directory 2 Press the Search soft key Then enter search criteria and then press the Search soft key again Adjusting Speaker and Ringer Volume To change the speaker volume gt gt During a call press DD To change the ringer volume gt gt When the phone is in the Idle state press TD You can also
20. service delivery and customer support We are committed to delivering good customer service Y Wewill NOT leave customers on hold when we cannot get through to other departments We will always be courteous and listen to your issue Will make sure customer Issues are dealt with promptly We will always return a call at the time we agree We will make it easy for you to speak to a real person in the UK who Is committed to helping you If you have any questions about our customer charter please email customersupport ddaisyplc com 07
21. the assigned code ex 68 2 Enter extension of phone on which call is to be parked 3 Replace telephone handset The call is parked at the indicated extension Call Park Retrieve 1 Lift telephone handset Press the assigned code ex 88 2 You are connected with the call you parked Call Pickup 1 Lift telephone handset Press the assigned code ex 96l 2 he longest ringing phone in your call pick up group is connected Call Retrieve 1 Lift telephone handset Press the assigned code ex VAE 2 The ringing phone in the group is answered If more than one phone Is ringing Call Pickup allows you to answer the phone that has been ringing the longest Call Return 1 Lift telephone handset Press the assigned code ex 69 The announcement plays The last incoming number was lt User B s ext gt To activate Call Return dial 1 otherwise hang up 2 Press 1 The last incoming phone number is redialed Call Return Number Deletion 1 Lift telephone handset Press the assigned code ex 92 2 The announcement plays Thank you the last incoming number is now deleted The last Incoming phone number is deleted Call Waiting Persistent Activation 1 Lift telephone handset Press the assigned code ex 401 2 The Call Waiting service is turned on for all calls Call Waiting Persistent Deactivation 1 Lift telephone handset Press the assigned code ex 43 2 The Call
22. the date and time range criteria If the call you require is not In the first 100 calls then you can either refine your search criteria or click on the Next Results button By default the results are shown with the most recent at the top of the page It is possible to reverse this using the Earliest Call First setting on the User Settings Other page See section 1 7 It is now possible to replay calls from the search results shown by clicking on the call that you wish to replay The details of i lem displayed on the following Replay Call screen Click to replay the call or Close to navigate back to the search results Call Details Call Start Time 02 Oct 2006 10 11 41 Call End Time 02 Oct 2008 10 12 12 Call Duration 0 00 32 Extension 9219 Other Party 6219 Call Direction Outgoing Trunk Name Group Channel Name Reference Notes Extension Name Phone 1 Other Party Name Phone2 Replay Call 4 Call Ranlav Details 2 Replay Application x File View Audio Spoken Time Help alae alal 0 el fm 21 4 20 01 2012 16 22 13 16 22 19 20 01 2012 16 22 53 LA JS CH else n os E Replay Speed Call Start Time 20 Jan 2012 16 22 13 Call End Time 20 Jan 2012 16 22 53 Call Duration 0 00 41 Extension 01335347629 Figure 5 Call Replay Window The call that you have chosen to replay appears on screen at the same time as the audio is delivere
23. 11 September 2008 Reset Figure 3 Basic Search Screen Using the date and time picker specify a period of time within which you want to search for calls Dates are selected simply by clicking on the calendar date time can be specified by highlighting and clicking or holding shift and dragging left to count down and right to count up Note that the search screen tells you the earliest date and time that the recorder has available in the callstore for searching It is possible to select to replay calls from a removable archive that has been loaded for replay by using the second drop down list in the Select Search section on this page and confirming the selection with the Change button Note f your user permissions limit which calls you are allowed to replay then other criteria may appear on the Search page you cannot change these If you cannot find the calls you need to then contact your Recording System Administrator who should be able to help specified your date and time range click Search The results of the basic search will appear on screen in a similar format to this Search Results Basic Search Callstore Displaying 1 to 100 Nert Results Channel Name Call Start Time Call End Time Call Duration Extension Other Party Call Direction Trunk Name Group Figure 4 Basic Search Results Depending on the number of calls displayed as a result of your search you will see up to 100 calls that met
24. 950464 Hunt Group 01955950465 01955950465 01268209858 9858 01661520462 0462 01661520734 0734 01661520735 0735 01661520741 0741 01661520744 0744 01955950463 0463 01955950464 0464 01955950465 0465 Custom Contact Directories This Tab is used to create a new custom contact directory and manage existing custom contact directories The directory can contain a maximum of 1 000 users The custom contact directories can be read by all users In the group Users cannot be included In a custom contact directory if they have the User Privacy service assigned and have directory privacy enabled X y 2 5 O daisy elcome aru br Daisy Group Pic TechSupoort Prudhoe Prudhoe an Users Ee Group Profile Departments Manage Users Group Services Policies amp Utilities Directory Common Phone List Personal Phone List Enterprise Directory Custom Contact Directories Create and manage custom contact directories Disaster Redirect Disaster Redirect allows you to update the forwarding destination for the Call Forward Not Reachable destination that invokes when the link to your location is down note this is only available for Users with that service assigned An essential business continuity tool Daisy Group Pic TechSupoort gt Prudhoe Prudhoe All Users Group Profile Departments Manage Users Group Services Policies amp Utilities Directory Disaster Redirect Disaster Redirect User ID Name usrPrudh1000
25. Callstore screen is shown Figure 12 New Search Screen Search Dulce CE o Note Depending on the size of the database and the sonne number of results to be returned from the search there Cali Start Time may be a short delay whilst the search results are shown 2 esau ne srssuuu The search results up to 100 results per page will be zanan TESTS shown as follows Space limitations prevent all 96 calls Time o0 seo Te 295 sg being listed here Note No calls are available in the callstore before 22 39 54 on 11 September 2008 Figure 13 Sea rch Results Screen earch Reset You can now replay the calls listed as described in section 1 by simply clicking on the call you wish to hear Figure 10 Basic Search Callstore Screen 1 9 3 Modifying a Search Change Search amp Replay Define Search Select your search from the n in the Select Search field and click If you need to refine your search further or correct an error in the specification you can easily modify an existing Search search Select Search amp Replay Define Sea to select your previously defined search from th searches created on vour recorder Click on Pee Eosic Sean z fcaisoe ea Basic Searcl 2 Specify Criteri SUL f Undate lits existing criteria is displayed Make custom serac z A Extension Search any Changes as required and save the search using startend Tim Search Call Start Time Today Search User Defined Search 11 User D
26. Personalized Name Change Call Forwarding Options t Change Passcode Exit Repeat menu O CORK W gt Voice Messaging 1 Play Messages see Play Messages table that follows 2 Busy Greeting Menu see Busy Greeting table that follows 3 No Answer Greeting Menu see No Answer Greeting that follows 5 Compose Message Menu see Compose Message that follows 7 Delete All Messages Personalized Name optional Return to previous menu Repeat menu Play Messages Menu Save message Delete message Play or repeat message skip envelope Play previous message Play message envelope Play next message Initiate call to sender Compose message optional Reply message optional Forward message optional 9 Hear additional options see Additional Options table that follows Personalized Name optional Passcode optional Return to previous menu Repeat menu optional Coo ork N MS tH While playing messages 1 Skip backward 3 seconds 2 Pause playback 3 Skip forward 3 seconds 4 Skip to beginning of message 6 Skip to end of message NOTES You can interrupt the message or envelope to perform any function New messages flagged as urgent are played first Additional Options Save message optional Delete message optional Play envelope optional Call back caller optional Compose message optional 1 Reply to message see Reply to Message table that follows 2 Forward message see Forward Message tab
27. The Answer soft key Using the optional headset Press Q Ignore an incoming call by pressing the Reject soft key or the Do Not Disturb key Ending Calls Using the handset Hang up or press the End Call soft key Using the speakerphone Press or the End Call soft key Using the optional headset Press Q or the End Call soft key Muting The Microphone During a call press Mute applies to all modes handset headset and hands free You can hear all other parties while Mute is enabled The other parties cannot hear you POLYCOM Advanced Teleconferencing Solutions To turn off Mute press again Holding And Resuming Calls During a call press ii or the Hold soft key To resume the call press again the Resume soft key or the line key Redialing Numbers To call the last number you dialed press Reid Jor the Redial soft key Transfering Calls To transfer a call 1 During a call press or the Trnsfr soft key The active call is placed on hold 2 Place a call to the party to which you want to transfer the call To cancel the transfer before the call connects press the Cancel soft key The original call resumes 3 When you hear the ring back sound or after you speak with the second party press master Jor the Trnsfr soft key You can automatically transfer the call without speaking with the second party After you complete step 1 press the Blind soft key Then complete step 2 For
28. Waiting service is turned off for all calls Cancel Call Waiting 1 Lift telephone handset Press the assigned code ex 70 2 The Call Waiting service is turned off so that you can make an uninterrupted phone call The Call Waiting service is back on after the next outgoing phone call Clear Voice Message Waiting Indicator 1 Lift telephone handset Press the assigned code ex cae 2 The audible or visual on some devices message waiting Indicator on your phone has been cleared Directed Call Pickup 1 Lift telephone handset Press the assigned code ex oi 2 Enter the extension where the call is ringing You answer the ringing call at the specified extension Directed Call Pickup with Barge in 1 Lift telephone handset Press the assigned code ex oo 2 Enter the extension where the call is either ringing or ongoing You answer or join the call of the specified extension Direct Voice Mail Transfer 1 Place your active call on hold 2 Press the assigned code ex 55 The caller is directed to your voice mail Diversion Inhibitor 1 Lift telephone handset Press the assigned code ex 80 2 This service is on for this call which cannot be redirected by the terminating side Do Not Disturb Activation 1 Lift telephone handset Press the assigned code ex Te 2 Replace telephone handset The service is on Your phone does not ring while this service is on for all calls Do Not Disturb De
29. activation 1 Lift telephone handset Press the assigned code ex 19 2 Replace telephone handset The service is off for all calls Forced Forwarding Activation 1 Lift telephone handset Press the assigned code ex 72 and the phone number of the Call Center Supervisor 2 The service is turned on for this Call Center Forced Forwarding Deactivation 1 Lift telephone handset Press the assigned code ex 73 and the phone number of the Call Center Supervisor 2 The service is turned off for this Call Center Group Call Park 1 Lift telephone handset Press the assigned code ex 58 2 The service hunts for the first available user in the Call Park group and parks the call there Last Number Redial 1 Lift telephone handset Press the assigned code ex 66 2 The last outgoing phone number is redialed Location Control Activation 1 From the location to be activated lift the telephone handset Press the assigned code ex 12 2 The location is activated This feature can be used from a Shared Call Appearance alternate location or a BroadWorks Anywhere location Music On Hold per Call Deactivation 1 Lift telephone handset Press the assigned code ex 60 2 The service is turned off for this call No Answer Timer 1 Lift telephone handset Press the assigned code ex 610 2 Press the keys to identify the number of rings before No Answer handling Is applied to a service 3 R
30. all to transfer 2 Select a directory and then the target contact 3 In the Options panel click Voicemail 4 In the Control panel click Voicemail Transfer The calling party is transferred to the contact s voicemail NOTE Jo transfer the call to your voicemail select yourself Busy Camp On This feature has two mutually exclusive modes client or service managed he mode you have depends on your setup You camp external calls trying to reach a busy extension To camp a call in either mode 1 On the Switchboard select the call to camp 2 Drag the call to the target busy call in your Contact Directory or Customized Directory The call is held Receptionist automatically transfers the call once the camped on contact becomes available Client Managed In this mode the call shows as Camped on the Switchboard which you can uncamp The call blinks every 45 seconds until answered or ended To uncamp a camped call 1 On the Switchboard select the target call 2 Inthe Control panel click Uncamp The call status on the Switchboard changes to On hold Service Managed In this mode BroadWorks manages the call Once camped the call is removed from the Switchboard After a specified time the call is recalled to your phone and shows on the Switchboard as Recalled Directed Call Pickup This feature allows you to answer a call on another person s behalf 1 In the Contact Directory panel select the
31. andset The service is off Call Forwarding Selective Activation 1 Lift telephone handset Press the assigned code ex 76 2 Replace telephone handset The service Is on Call Forwarding Selective Deactivation 1 Lift telephone handset Press the assigned code ex 77 2 Replace telephone handset The service is off Call Forwarding Busy To Voice Mail Activation 1 Lift telephone handset Press the assigned code ex 40 2 Replace telephone handset The service is on Call Forwarding Busy To Voice Mail Deactivation 1 Lift telephone handset Press the assigned code ex 40 2 Replace telephone handset The service is off Calling Line ID Delivery Blocking Activation 1 Lift telephone handset Press the assigned code ex Tel 2 Replace telephone handset The service is on for all calls Calling Line ID Delivery Blocking Deactivation 1 Lift telephone handset Press the assigned code ex 31 2 Replace telephone handset The service is off for all calls Calling Line ID Delivery Blocking per Call 1 Lift telephone handset Press the assigned code ex 67 2 Dialthe phone number 3 The callis placed and your calling line ID Is not displayed Calling Line ID Delivery per Call 1 Lift telephone handset Press the assigned code ex onl 2 Dialthe phone number 3 The callis placed and your calling line ID is displayed for this call Call Park 1 Lift telephone handset Press
32. ansfer a call 1 During a call press the Transfer soft key The active call is placed on hold 2 Place a call to the party to whom you want to transfer the call 3 When you hear the ring back sound or after you speak with the second party press the Irnsfer soft key You can automatically transfer the call without speaking to the second party After you complete step 1 press the Blind soft key Then complete step 2 Forwarding Calls To enable call forwarding 1 From the idle screen press the Forward soft key T 2 Select the forwarding type you want to enable Always To forward all incoming calls No Answer To forward all unanswered Incoming calls Busy To forward calls that arrive when you are already in a call 3 Enter a number to forward calls to 4 Press the Enable soft key To disable call forwarding 1 From the idle screen press the Forward soft key T 2 Select the forwarding type to disable 3 Press the Disable soft key Speed Dialing To quickly dial a contact use the contact s speed dial index number or press the contact s speed dial key if available Using a speed dial key gt gt Press the contact s speed dial key on the top right of the phone Using a speed dial index number gt gt Press the Up arrow and then enter the contacts speed dial index number To assign a speed dial key press and hold an unassigned line key Then enter the contact Information and press the Save s
33. ansferred while active held or ringing in 1 On the Switchboard click the call to transfer 2 Select a directory and then the target contact 3 Select the option you want 4 On the Control panel click Blind Transfer If the target contact is busy the call is camped If you do not have the Camp On service assigned it reverts to performing a client side Camp On which is equivalent to a directed hold NOTE Alternatively to transfer a call drag it from the Switchboard to a contact in your Contact Directory or Customized Directory Supervised Transfer Only active calls can be transferred with supervision 1 Make sure the call in answered and active 2 Dial the number you want to transfer the call over to The first call is held and both calls are linked on the Switchboard 3 On the Control panel click Consulted Transfer NOTE f the number is busy you can retry or dial another contact Consulted Transfer Calls can be consult transferred while active held or ringing out 1 Dial the contact you want to transfer the call to The call appears on the Switchboard 2 Consult with the caller 3 On the Switchboard click in the Link column of the two calls to be connected 4 In the Control panel click Consulted Transfer NOTE f you have an active call and place another call these two callers are automatically linked on the Switchboard Transfer to Voicemail 1 Onthe Switchboard select the c
34. at Repeat menu 4 Click OK The After Hours menu page appears Set After Hours Menu 1 Click Default Greeting 2 Do not check the Enable first level extension dialing Dox 3 Configure the menu as follows Action Number Transfer to operator 6111 Extension dialing Name dialing Key Description 0 Group operator 1 Dial by extension 2 Dial by name Set Auto Attendant Addresses 1 Select the Auto Attendant user On the Group Auto Attendant page click Edit or any item in the row corresponding to the paging user The Auto Attendant Profile menu page appears 2 On the Auto Attendant Profile menu page click Addresses he Auto Attendant User Addresses page appears 3 Inthe Extension box type 6115 4 Configure an access device that supports analog phones an IAD gateway not a SIP phone o Save your changes by clicking OK Orders Call Center Number 0208 010 6118 Extension 6118 A Call Center dispatches calls to specified agents Note that the Call Center has a direct line phone number so that customers also have the option to call it directly Personal Voice Portal Voicemail Access the Voice Portal You can access your personal voice portal using your own phone or another phone To log In dial one of the following e Your phone number extension e Group voice portal number extension e Location code extension e Enterprise voice portal number extension if enabled Your administrator pr
35. at this menu press the pound key To reach an operator press 0 or stay on the line After Hours Greeting system default Welcome Our offices are now closed If you know your party s extension press 1 To use our automated name directory please press 2 Thank you for calling Define Customer Service Auto Attendant On the Auto Attendant Add page 1 Type the Auto Attendant ID name calling line id last name and calling line Id first name Select the department From the Language list select English From the Time Zone list select the time zone From the Business Hours list select Every Day All Day From the Holiday Schedule list select USA 2010 7 Specify the scope of extension dialing scope of name dialing and name dialing entries 8 Onthe Name Dialing Entries control click LastName FirstName and FirstName LastName 9 Click OK The Business Hours menu page appears ol Ie Set Business Hours Menu 1 Click Personal Greeting Click Browse to locate the audio file recorded for the custom greeting 2 Do not check the Enable first level extension dialing Dox 3 Configure the menu as follows Key Description Action Number 0 Group operator Transfer to operator 6111 1 Dial by extension Extension dialing 2 Dial by name Name dialing 3 Orders Call Center Transfer with prompt 6118 4 Customer Service Transfer with prompt 6115 Back to Main Line Transfer with prompt 6110 Repe
36. ation and Configuration Guide on Cisco com sr 08 e f you want to manually configure the Cisco SPA 500S using the web based configuration utility for the Cisco SPA 500 Series IP Phone to which the Cisco SPA 500S is attached see the Cisco SPA 300 Series SPA 500 Series and WIP310 IP Phone Administration Guide on Cisco com This guide also contains Instructions for using the Cisco SPA 500S and attached Cisco SPA 500 Series IP Phone with a SIP call server such as BroadSoft or Asterisk NOTE If you are using the Cisco SPA 500S and Cisco SPA 500 Series IP Phones with the Cisco Unified Communications Series for Small Business use Cisco Unified Communications Manager Express or Cisco Configuration Assistant for phone and attendant console configuration and administration Using the Cisco SPA 500S You can press a button on the Cisco SPA 500S to dial an associated line pick up a call ringing at a line or transfer a call to the line The options available on the Cisco SPA 500S depend on the phone system configuration Your phone system might not provide all of the features mentioned in this document Monitoring Lines The color of a line button gives you Information about the line being monitored SIP System e Green steady The line is idle e Green blinking The phone is in call back mode e Red steady The line is in use e Red slow blinking The line is on hold e Red fast blinking The line is ringing e O
37. d to your headset or loudspeakers If this screen does not appear then you may need to download and or install the Replay Application see section 1 7 25 26 On this screen you can see The call graphically represented by the blue zig zag lines each line represents the parties to the call this is only true for bi directional VoIP calls If you were listening to this call on a stereo headset you would hear one party In your left ear and the other in your right ear It is possible to change this to mono If you have just a single earpiece headset using the Audio menu You have the option to change the volume of either party to the call via the volume sliders on the right hand side and you can mute either party by selecting the Mute checkbox 1 4 1 Replay Control You can go to any point in the call by using the control buttons in the centre of the window Mark the beginning of the loop Play toggles to Pause when pressed Pause toggles to Play when pressed Beginning of the call Go forward 5 seconds Go Back 30 Seconds Go forward 30 seconds TEELE Go Back 5 Seconds Go to end of call 1 4 2 Pitch Corrected Variable Replay Replay Speed St 200 L 1 I 25 50 Normal 200 400 If you need to obtain clarity about what one or other party is Saying you can slow the call down to as little as 25 call speed with minimal loss of audibility Conversely if you want to speed throug
38. ds where the data falls within the range will be a match Any Of Finds calls that match ANY of the entered criteria for the chosen field For example if 123 456 was entered then fields with data matching 123 or 456 will be found ALL Of Finds calls that match ALL of the entered criteria for the chosen field Note All search criteria are case sensitive and care should be given not to put leading or trailing spaces the search Is exact Once you have named your search and specified the Update data fields yo n on their sort precedence and how you want the columns displayed in your search results click Please note when you execute your search if you find that you have made an error in your specification it Is very simple to return to the s aren and modify it You do not have to create a whole n button the Once you have clicked on the Define Search The following is a list of the defined searches Total number of defined searches 1 Name Select Figure 9 New Search Listed From this screen you can Modify Delete Create a new Search using the hes listed using the any searches listed using the button 2N You need to select the specific search that you want to modify or delete by clicking in the Select field 1 9 2 Executing a Search Search amp Replay Search To execute the search you have defined select Search amp Replay Search By default the Basic Search
39. e gt CommPiot In Office 7 4m B ay th Search Dial Contact Dial Number LL wa bd m Cal lines Log In and Log Out To login click Login To log out click Login again Change Password 1 On the Daisy Toolbar click Options EX nd then select Account 2 Click Change Password and enter required information Dial Number 1 In the Dial Number box type the number you want to call 2 Press ENTER Redial Number You can redial up to 10 previously dialed numbers 1 Click the arrow at the right hand side of the Dial Number box Dial Number 2 On the Dial Number list click the number you want to redial 3 Press ENTER Dial from Web Page Internet Edition 1 Onaweb page select a phone number 2 Highlight and right click the number 3 Onthe shortcut menu click Dial Sales Informati Hotel Accomme Map Quest Montreal Canmi R amp D Facility F405 Transtang Sule 201 Saint Laurent Gorm Dial from E mail Outlook Edition 32 bit only You can dial a contact directly from an Outlook e mail message 1 Open an e mail that contains the number you want to dial 2 Make sure the e mail is either an open message or a preview in the HTML format 3 Highlight and right click the number 4 Onthe shortcut menu click Dial Dial from Contacts Outlook Edition Daisy Toolbox within Outlook allows you to dial the Business Home or Mobile number of any Outlook contac
40. e mail configured Incoming callers immediately reach voice mail If voice mail is not configured callers hear a busy Signal or message To set Do Not Disturb press the DND DnD softkey on your phone Depending on your phone system either press the Clr DND softkey or the DnD softkey to turn Do Not Disturb off Accessing Voicemail To access voicemail press the Messages button on your phone Your system administrator should configure your phone with the correct voicemail number so that pressing the Messages button automatically dials your voicemail system Jo 06 Cisco 500S Expansion Module Connecting the Equipment The following procedure describes how to attach the Cisco SPA 500S to a Cisco SPA 500 Series IP Phone STEP 1 Turn both the Cisco SPA 500 Series IP Phone and the Cisco SPA 500S face down STEP 2 Align the screw hole in the Cisco SPA 500 Series IP Phone with one of the holes on the attachment arm STEP 3 Insert the pegs on the attachment arm into the peg holes as shown below on the Cisco SPA 500 Series IP Phone Peg holes IP phone screw hole 2515 STEP 4 Using an attachment arm screw secure the attachment arm to the Cisco SPA 500 Series IP Phone SEF oO STEP G STEP 7 CISCO Align the right screw hole in the Cisco SPA 500S with the unused hole on the attachment arm Insert the pegs on the attachment arm into the peg holes on the Cisco SPA 5005S Peg holes 5008 right
41. ecorded call and stores It in the recorder database When a call is replayed using the Web Replay Application another MD hash key Is generated and this is compared with the one In the database If as much as a single bit of data has been changed since the call was recorded then the MDo hash keys will not match and an Authentication failure will be displayed It is possible to check the Authentication status of a call by clicking the Call Authentication button on the Web Replay Application 1 6 Configuring Your Own User Settings Apart from changing your password as explained previously in paragraph 1 2 there are various other Settings that you can configure for your own login Configuring other users settings is dealt with in paragraph 3 1 The settings that you can configure are as follows Replay amp Live Acquire settings Export settings Other These are explained below 1 8 Other Settings User Settings Other You can select other settings here to suit your usage of the Red Box Recorder such as which page to display upon logging in and other results settings in particular the order in which call search results are shown The Initial Page setting could be set to the Search page for a user who is primarily concerned with replay If the Save Search Criteria control is checked then the last search criteria entered is always saved to allow searches to be easily repeated Limit Last Call Search can be made to return m
42. ectory Disaster Redirect Call Details Site Info Time Schedules Holiday Schedules Holiday Schedules Name Scottish Holidays Edit Ed it Delete England and Wales 31 32 Departments This section allows group admins to divide their sites according to performing factors like Sales Accounts etc Welcome aru br Daisy Group Plc TechSupoort Prudhoe Prudhoe All Users El Group Profile Departments Manage Users Group Services Policies amp Utilities Directory Disaster Redirect Call Details Departments Departments Add No Departments found Manage Users This section allows is no different from managing users functionality by allocating services or modify certain features already allocated to particular users ZS GUIS Welcome aru br Daisy Group Pic TechSupoort Prudhoe Prudhoe All Users Group Profile Departments Manage Users Group Services Policies amp Utilities Directory Disaster Redirect Profile Services Add Users Edit Users Delete Users Profile Copyright 2011 Leonid Consulting Inc mes Dan 01 Horton Rik 01661520731 agusz Conference Chris 01661520476 Jaruga Alistair 01661520475 520472 661520470 t dh1000 z Group Services This section consists of three important tabs which allow the administrator to modify group services Auto Attendant Daisy Anywhere Call Centre Call Park Call Pick Up Group CLID Hunt Group Ins
43. efined Search 13 If you decid EEE the search before you update Veer Demed Search it you can return the criteria to those previously defined by clicking SEE hich will leave you in the 13 14 15 146 SS re Search 3 Define Search screen with your criteria unchanged You can also use to return to the previous screen without making any changes Figure 11 Select Search Screen The Search screen appears to remain the same but the current search name is now shown in the Select Search field In the example shown the user has created a search that requires a range of extension numbers to be entered When specifying the date and time for the canarrh tha iranranimiol aloa antar tha avtancian nitmhar Search 1 Select Search Today Seorch s fcalsore 2 Specify Criteria Call Start Time October 2008 a 1 2 2 4 5 1 i 3 4 5 6 I ke Et 6 7 ni ES 23 14 1 16 1 10 19 13 14 15 16 17 18 19 20 21 22 23 24 28 26 20 21 22 23 24 25 26 27 28 29 30 31 27 28 29 3 3 Extension boiccn M SN Note No calls are available in the calistore before 23 25 48 on 11 September 2008 27 30 Daisy Web Portal The Personal Web Portal allows individual users to control many of their services through any internet enabled device Users are supplied with a username and password Once logged in the user has access to four tabs Profile Calling Features My Calls Utilities Profile Under this tab users have access to the follow
44. eplace telephone handset The service is turned on Push To Talk 1 Lift telephone handset Press the assigned code ex 50 2 The service is on for this call You can now be instantly connected to selected users depending on how you have configured your Push To Talk service Speed Dial 100 To program 1 Lift telephone handset Press the assigned code ex ol 2 At the dial tone enter the two digit code that represents the number you want to program followed by the complete number 3 Press the key The speed number is programmed To use 1 Lift telephone handset 2 Atthe dial tone enter the prefix set for the Speed Dial 100 service ex the key followed by the two digit code representing the number you want to dial The speed number is dialed Speed Dial 8 To program 1 Lift telephone handset Press the assigned code ex VAE 2 Atthe dial tone enter the one digit code that represents the number you want to program followed by the complete number 3 Press the key The speed number is programmed To use 1 Lift telephone handset 2 At the dial tone enter the one digit code representing the number you want to dial The speed number Is dialed Voice Portal Access 1 Lift telephone handset Press the assigned code ex 62 2 Replace telephone handset You can now access the group Voice Portal Daisy Anywhere Daisy Anywhere allows employees to make and receive calls from any de
45. er Status screen tells you 1 1 How to Login To be a Daisy Call recording system user you must first have been assigned a user name and password by an existing user with the relevant user management NMAOFMICCINNC Daisy Not Logged In Windows Internet Explorer go le bstentocals com aiteil 2 Please Login Visit Website 23 olx 2 Replay Application Elle View Audio Spoken Time Help fal a Ala 0 oe Sa 1 8 4 Mute Mute 20 01 2012 16 22 13 16 22 19 20 01 2012 16 22 53 td ott set ms ER Replay Speed Call Start Time 20 Jan 2012 16 22 13 Call End Time 20 Jan 2012 16 22 53 Call Duration 0 00 41 Extension 01335347629 STEREO Figure 1 Red Box Recorder Login Screen 1 Enter your Daisy Call recording user name and password remember passwords are case sensitive 2 Click on the screens login button to log on to the Daisy Call Recording system Note The login screen is re displayed if your Login fails Contact your system administrator if you are unable to log in successfully 1 2 How to Change Your Password If this is the first time you have logged in as a new user it is recommended that you change your password Similarly if you think that someone knows your password you should change it immediately Click on User Settings Change Password the Change DAR eiainrA TPM AARAA Pr Change Password Old Password New Pass
46. erator Customer service Transfer with prompt 6115 Click OK The Main Line Auto Attendant has business hours all the time you do not need to configure an after hours greeting and dialing menu Set Auto Attendant Addresses 1 Select the Auto Attendant user On the Group Auto Attendant page click Edit or any item in the row corresponding to the paging user The Auto Attendant Profile menu page appears 2 On the Auto Attendant Profile menu page click Addresses The Auto Attendant User Addresses page appears 3 From the Phone Number list select 02086106110 The extension appears in the Extension box 4 Configure an access device that supports analog phones an IAD gateway not a SIP phone 9 Save your changes by clicking OK Administration Auto Attendant Requirements Extension 6114 Language English Business Hours Mon to Fri Holiday Schedule UK 2012 Name Dialing Entries Require callers to begin with the last name of the person they want to reach First level Extension Dialing On Business Hours Greeting custom You have reached the administration department of Company ABC If you know the extension of the party you are trying to reach dial it now To use our automated name directory please press 2 To reach Jean Smith press 3 To go back to the previous menu press 4 To reach the operator press 0 or stay on the line After Hours Greeting system default for First level Extension Dialing Welcome
47. eting Return to Voice Messaging Main Menu Repeat menu No Answer Greeting Menu t Wh Record new No Answer Greeting Listen to current No Answer Greeting Revert to system default No Answer Greeting Return to previous menu Repeat menu Compose Message 3 4 D JO OO RN Send message to specific group member s Send message to entire group Send message to distribution list option offered only if enabled See Select Distribution List table that follows Change current message Listen to current message Send message to entire group Send message to distribution list if configured Set or clear urgent Indicator Set or clear confidential indicator Return to Voice Messaging Main Menu Repeat menu NOTE n an Enterprise Voice Portal you can send messages to others outside of your group but not to the entire group Personalized Name 1 Record new Personalized Name 2 Listen to current Personalized Name 3 Delete Personalized Name Return to Voice Portal Main Menu Repeat menu Passcode Enter new passcode followed by the pound key Return to previous menu BroadWorks Receptionist Literprise Li mertores Contacts Persons Drectory GO Soora Dats Dd Contact Orector y Dial Contact 1 In the Contact Directory panel select a directory 2 Select the contact to call 3 Select the option you want to use for this contact 4 Inthe Control panel click Dial The call appear
48. extension All parties are connected 4 Hang up handset to drop out of the call and connect the other two parties Ga Three Way Calling Conference The Three Way Calling service must be assigned While engaged in one call 1 Press flash hook on phone The initial call is held 2 Enter the complete phone number or extension of third party You can press to signal the end of the phone number or extension 3 When the call is connected press flash hook again All parties are connected in a three way call 4 To drop the add on party press the flash hook again NOTE If either of the two other parties hangs up your call with the remaining party Is Intact If you hang up the other two parties remain connected Call Transfer with Consultation The Call Transfer service must be assigned While engaged In one call 1 Press flash hook on phone Initial call is held 2 Enter the complete phone number or extension of third party You can press to signal the end of the phone number or extension 3 Consult with connected party 4 Press flash hook again to return to initial call NOTE This service does not work if Three Way Calling is also assigned Call Hold While engaged in one call 1 Press flash hook on phone 2 Press the assigned code ex 22 3 You can make a second call and toggle between calls Feature Access Code Calls NOTE Feature access codes provided in this guide are examples Advice
49. ey 2 Enter the user password and press enter Speed Dialing To assign a speed dial index see the Contact Directory section To dial a contact assigned to a line key press the corresponding line key You can also enter lt X X gt where XX 1S a valid speed dial index from 1 to 99 and then press the Dial soft key to call the corresponding speed dial contact Customising your phone Contact Directory To add a contact in your local phone directory 1 Press the Dir soft key and then select lt New Entry gt 2 Press to enter a contact into the phone s database 3 Enter first name from the dial pad 4 Press the Ok or Cancel soft keys to accept or cancel changes 9 Press to display the next field in the contacts entry 6 Repeat steps 2 through 5 to enter last name and a unique contact phone number not already in the directory 7 Change the other fields as desired 8 Press to end data entry 9 Press the Yes or Cancel soft keys to accept or cancel changes then press twice to return to the Idle screen Contacts can be easily added from Call Lists For more information see the CALL LISTS section To search for a contact 1 Press the Dir soft key 2 Using the dial pad enter the first characters for the Last name For example to find the first directory entry with the last name starting with J press the 5 key once Searches are not case sensitive Dial the successful match from the resulting
50. ft key then the Add soft key to enter another contact into the phones database 3 Enter first and or last name from the dial pad Press the 1 A a soft key to select between numeric and upper lower case alphanumeric modes Press the Encoding soft key to access special characters in other languages If necessary 4 Enter a unique contact phone number not already in the directory o Change the Speed Dial Index if desired It will automatically be assigned the next available index value 6 Modify the remainder of the fields Ring Type Divert Contact Auto Reject and Auto Divert if desired 7 Press the Save soft key to confirm or the Cancel soft key to abandon the changes then press Directories JOT the Exit soft keys to return to the idle display Contacts can be easily added from Call Lists For more information see Call lists section above To search for a contact 1 Press pieces and then select Contact Directory 2 Press the More soft key and then the Search soft key 3 Using the dial pad enter the first few characters for First or Last names 4 Press the Search soft key to search for contacts Dial successful matches from the resulting search screen To edit a contact 1 Press and then select Contact Directory 2 Search tor contact see above 3 Press the Edit soft key and make the necessary changes 4 Press the Save soft key to confirm or the Cancel soft key to abandon the changes then pre
51. g for the other person to answer press Transfer Trnsfer after the call begins to ring and hang up If you hang up before the second call rings the transfer fails and the first call Is disconnected If you misdial press the line button again to receive a dial tone To transfer after speaking privately to the other person press Transfer Trnsfer at any time during the conversation Ser 2 SIEP 3 STEP 4 SIEP 9 Redialing Depending on your phone model and phone system setup use one of the following methods e Press Redial to dial that last number that you called e To redial a recently called number press Redial select the number from the list and then press Dial Available on some phone systems e Press the Setup button and then select Call History You can then select any list such as Missed Calls or Received Calls and you can press Dial to call any number on the list Adjusting Call Volume and Muting To adjust the volume while you are on a call press on the Volume button to increase the volume or press to decrease the volume Press Save Pressing the Volume button while not on a call adjusts the volume of the phones ringer To mute the phone microphone speaker or headset microphone press the Mute button on the phone The button lights red Press the Mute button again to unmute Setting Do Not Disturb Use the Do Not Disturb feature to prevent incoming calls from ringing your phone If you have voic
52. green button shows that you are currently logged in e A disabled button shows that Assistant Enterprise is attempting to log you In e Ared button indicates that your last login attempt failed Options You can configure your BroadWorks account connection settings and dialing rules through this dialog 1 On the toolbar click Options 2 Select the option you want and provide the required information Directories The following directories are available to you from the Daisy Toolbar e Personal Directory is your web portal personal directory integrated with Assistant Enterprise e Group Directory Miintegrates the group contacts provided by your service provider e Call History LE allows you to view your missed calls received calls and dialed calls e Speed Dial contains your speed dial entries Auto Attendant Plan Define and Test Your Auto Attendants 1 Map out your Interactive Voice Response IVR Structure 2 Configure time schedules for your organization s business hours and holiday schedules for non business days Setting the same business hours for all Auto Attendants makes the configuration simpler setting different business hours gives more flexibility Configure the addresses for the phone numbers 4 Use the web interface to create an Auto Attendant account for each main menu in your IVR structure pa Ap Callers who do not press a key are transferred to the operator When
53. h a long call to a point of interest without having to listen again to the whole call you can set the call speed to as much as 400 call speed 1 4 3 Call Details The details of the call you are replaying are shown in the Call Details field If you export a call then these details are also mailed as a txt file attached automatically to the wav file that forms the call itself HAN 1 4 4 Export WAV The Export WAV button on the toolbar enables you to automatically save the chosen call on any location on your network local drive or network drive depending on the connections that the users PC has The Call Details are automatically saved as a txt file with the 1 4 5 Export via E mail The Export via Email button on the toolbar enables you to automatically email the call audio as the wav file and its details as the txt file to the recipient of your choice In a single operation Clicking on this button will firstly generate an Export Options dialog box as a rule accept the default settings and click OK and then a blank email is generated allowing you to add any text or subject you choose before sending the email in the normal fashion 1 4 6 Call Annotation allows the user to add text to a call which can later be used to search on or give Information about the call to other users Call Annotation 1 4 7 Call Authentication When licensed the Call Authentication feature generates a MD5 hash key for each r
54. hat Do Not Disturb is enabled Press DoNotbisurb again to turn off Do Not Disturb If Do Not Disturb is configured on the call server then particulars may vary Call lists Press Directories followed by Call Lists and Missed Received or Placed Calls as desired Information on respective calls will be displayed From this screen choose the appropriate soft key 1 Edit to amend the contact number before dialing 2 Dial to place the call Or press More then 3 Info to view detailed call information 4 Save to store the contact to the Contact Directory D Clear to delete the call from the list Press More and Exit soft keys to return to the idle display Voice mail The Message Waiting Indicator on the front of the phone and Individual line indicators will flash and the stutter dial tone in place of normal dial tone will sound to indicate that message s are waiting at the message center To listen to voice messages 1 Press 2 Follow voice prompts to listen to messages Voice Mail is an optional feature that must be configured on the call server Particulars and menu options may vary Speed dialing To assign a speed dial index see Contact directory below To dial a contact assigned to a line key press the corresponding line key Customising your phone Contact directory To add a contact in your local phone directory 1 Press and then select Contact Directory 2 Press the More so
55. he Conf soft key to create a new call the active call is placed on hold POLYCOM Advanced Teleconferencing Solutions 3 Place a call to the second party 4 When the second party answers press the Conf soft key again to join all parties in the conference Conference Behavior e Placing the conference call on hold will place the other conference parties on hold e Pressing the Split soft key will split the conference into two separate calls on hold e Aconference may be created between an active call and a call on hold by pressing the Join soft key Do not disturb DND Press Mau and select Features gt Do Not Disturb gt Enable to prevent the phone from ringing for Incoming calls An icon appears for all lines to confirm that DND is enabled Press Mamu and select Features gt Do Not Disturb gt Disable to turn Do Not Disturb off Call Transfer 1 During a call press the Trans soft key the active call is placed on hold 2 Place a call to the party to which you want to transfer the call 3 After speaking with the second party press the Trans soft key to complete the transfer Press the Blind soft key to transfer the call without Speaking to the second party Transfer can be cancelled during establishment by pressing the Cancel soft key The original call is resumed Call forwarding To enable call forwarding lal Fess Mau and select Features gt Forward 2 Select a Forwarding Type
56. he Control panel is used to manage calls The available controls depend on your edition of Receptionist your setup and the call context They are explained in the context where they are used Directories Directories contain lists of contacts and are represented as tabs at the top of the Contact Directory panel The directories you see depend on your Receptionist edition and setup Views Directories can be consulted in two views as follows e List view Provides basic information about each contact In a single column You can toggle between the two views using the View menu at the bottom right of the Contact Directory panel Contact Status Some directories display the call status information about a contact The possible options are available to receive a call on a call busy ringing do not disturb sf forward always and not available Contact Directory The Contact Directory is configured by your enterprise or group administrator It contains contacts In your enterprise or group Personal Directory The Personal Directory contains all contacts in your personal directory on BroadWorks It allows you to create your own list of frequently called numbers To add contacts to your Personal Directory log in to your BroadWorks web portal and go to the Outgoing Calls Personal Phone List configuration page Monitored Contacts The Monitored Contacts directory contains contacts whose phone status you
57. heck the Enable first level extension dialing box to allow callers to dial an extension immediately after hearing the default greeting 3 Configure the menu as follows Key Description Action Number 0 Group operator Transfer to operator 6111 1 Dial by extension Extension dialing 2 Dial by name Name dialing Set Auto Attendant Addresses 1 Select the Auto Attendant user On the Group Auto Attendant page click Edit or any item in the row corresponding to the paging user The Auto Attendant Profile menu page appears 2 On the Auto Attendant Profile menu page click Addresses The Auto Attendant User Addresses page appears 3 Inthe Extension box type 6114 4 Configure an access device that supports analog phones an IAD gateway not a SIP phone o Save your changes by clicking OK Customer Service Auto Attendant Requirements Extension 6115 Language English Business Hours Mon to Fri Holiday Schedule UK 2012 Name Dialing Entries Callers can begin with the last name or the first name of the person they want to reach First level Extension Dialing Off Business Hours Greeting custom You have reached the customer service department of Company ABC If you know the extension of the party you are trying to reach dial it now To use our automated name directory please press 2 To place an order press 3 To listen to our business hours press 4 To go back to the previous menu press the star key To repe
58. hen the handset is on the phone Push to turn the headset on or off When the headset Is on the button glows green Push to turn the speaker on or off When the speaker Is on the button glows green Use to dial phone numbers enter letters and choose menu items Softkey Buttons cr The softkey buttons and labels on your phone display vary depending on your phone model and the phone system je setup Press the right arrow on the navigation button to view additional softkey buttons Below is a partial listing Oe of softkey buttons that may be available on your phone Button Function NewCall lt lt OF gt gt Move left or right through an entry pugn without deleting characters add Add an entry Park bXfer Performs a blind call transfer transferring a call without speaking to the party to whom you are transferring the call pickup cancel Cancels any changes you have made press before ok or save cfwd CFwd All Forwards all calls coming to your dha phone to a specified number clear Clears the call history e conf Confrn Initiates a conference call ata confLx Conferences active lines on the phone AC together delChr Deletes the last number or letter upor delete Deletes an entire item for example a xfer Trnsfer number from the Call History list xferLx dial Dials a number dir Provides access to phone directories y n dnd DnD Do Not Disturb prevents incoming calls from ringing your phone dnd Clears Do Not Disturb
59. ing Services e General User Information e Section for changing their password for web portal and voice mail account e Time schedule assigned by Administrator e Overview of their device phone e Overview of their Special services Additional Licenses e List of Service Packs assigned to them AN S daisy elcome 01661520489 01661520489 Profile Calling Features My Calls Utilities Profile r User Info Enterprise 1D Noci627 Noci Group ID User ID 01661520489 bnspic com Last Name First Name Calling Line ID Last Name 01661520489 Calling Line ID First Name 01661520489 Department None Language English ce GMT 01 00 Europe London 01661520489 01661520489 Time Zone Additional Info Title Pager E mail Location Address City State Province Select Calling Features Under this tab users have access to change the settings on the features assigned to them according to his her requirement Users are provided with Service Selection drop down where users can select specific services individually or all services assigned to him her Vy ZA CAS elcome 01661520489 01661520489 Profile Calling Features MyCalls Utilities View and update your call services settings Outgoing Calls Automatic Calincoming Calls Outgoing 1E Call Control Line ID Blocki Calling Plans Messaging Personal Phor Client Applications Speed Dial 100 Dialing Prefix My Calls
60. ing Always Activation 1 Lift telephone handset Press the assigned code ex 72 2 Enter phone number to which calls are forwarded 3 Replace telephone handset The service is on Call Forwarding Always Deactivation 1 Lift telephone handset Press the assigned code ex 7a 2 Replace telephone handset The service is off Call Forwarding Always Interrogation 1 Lift telephone handset Press the assigned code ex 21 When activated the announcement plays The Call Forwarding Always service is currently activated The current forwarding destination Is lt User B ext gt 2 Replace telephone handset Call Forwarding Always To Voice Mail Activation 1 Lift telephone handset Press the assigned code ex 241 2 Replace telephone handset The service Is on Call Forwarding Always To Voice Mail Deactivation 1 Lift telephone handset Press the assigned code ex 21 2 Replace telephone handset The service is off Call Forwarding Busy Activation 1 Lift telephone handset Press the assigned code ex 7 0 2 Enter phone number to forward calls when you are on the phone 3 Replace telephone handset The service Is on Call Forwarding Busy Deactivation 1 Lift telephone handset Press the assigned code ex Al 2 Replace telephone handset The service is off Call Forwarding Busy Interrogation 1 Lift telephone handset Press the assigned code ex 67 When activated the announcement
61. inistration 4 customer soria Main Line Auto Attendant Requirements 1 Number 202 8610 6110 Extension 6110 Language English Business Hours All the time Holiday Schedule None Name Dialing Entries Allow callers to begin with either the first or last name of the person they want to reach First level Extension Dialing On Business Hours Greeting custom Welcome 6 to Company ABC If you know the extension of the party you are trying to reach dial it now To use our 7 On the name dialing entries control click LastName automated name directory please press 2 To reach the FirstName and FirstName LastName administration department press 3 to reach customer 8 Click OK The Business Hours menu page appears service press 4 to reach the operator press 0 or stay on the line Set Business Hours Menu 1 Click Personal Greeting Click Browse to locate the audio file recorded for the custom greeting 2 Check the Enable first level extension dialing box to allow callers to dial an extension immediately after the greeting 3 Configure the menu as follows Define Main Line Auto Attendant On the Group home page of the web interface click Services Click Auto Attendant Then click Add The Auto Attendant Add page appears Action Number 0 Transfer to operator 6111 1 Dial by extension Extension dialing 2 Dial by name Name dialing 3 Administration Transfer with prompt 6114 4 4 Key Description Group op
62. ion Info fr Group Profile Group Information Group ID Prudhoe Group Name Prudhoe Default Domain bnspic com Time Zone GMT 01 00 Europe London Address Current Number of Users 21 City State Zip Code r Group Administrator Name Phone E mail Site Info Administrators will have complete overview of the sites which are under their control With access to their profile where update profile accordingly NZ a PSE elcome aru br Daisy Group Plc TechSupoort Prudhoe Prudhoe All Users Group Profile Departments Manage Users Group Services Policies amp Utilities Site Info Time Schedules Holiday Schedules Location Info Change Password Service Authorizations Numbers Password amp Passcode Rules Administrators Dashboard Time Zone Address Current Number of Users 21 GMT 01 00 Europe London City State Zip Code r Group Administrator Name Phone E mail Time Schedules This section will provide Administrators to define the schedules depending on the group or site functioning timings for everyday use Holiday Schedules This section displays the pre defined holiday schedules which can be modified or updated by group admins YY 2 _ 9 daisy Welcome aru br Daisy Group Pic TechSupoort Prudhoe Prudhoe All Users E Group Profile Departments Manage Users Group Services Policies amp Utilities Dir
63. iption that identifies the contact for you Edit Speed Dial Entry 1 Inthe Speed Dials directory select the entry to edit 2 Click Edit 3 In the Edit dialog box modify the contact information Delete Speed Dial Entry 1 In the Speed Dials directory select the entry to edit 2 Click Delete ul and then confirm your action Managing Queues View Queue Panel To show or hide the Queue panel from the Menu bar select View and then select or deselect Queue Select Queues to Manage To show or hide the Queue panel 1 From the Menu bar select Tools and then select Options 2 Click the Queues tab 3 Under Queue Management select the Manage box next to each queue you want to manage Receive Calls from Queues To start or stop receiving calls from the queues from the Joined drop down list in the Queue panel select Join to receive calls from the queues configured using Tools Options Queues dialog or Unjoin to stop receiving them Display Calls To monitor calls in queues you have to display them in the Queue panel To display or filter our queues In the Queues drop down list at the bottom of the Queue panel check the queues you want to monitor and uncheck the queues you want to filter out To display calls from all queues check All Queues Change Position of Calls To change the position of a call in the Queue panel 1 In the Queue panel select the Pos column of the call you want to reposi
64. ivalent tab and enter keyboard sequence If the mouse is not being used Confirming actions and use of browser navigation buttons There are various buttons that are used to confirm an action throughout the application such as Update Create and Modify Using the browsers back button should be avoided as should navigating away from a page before confirming or updating any data entered no data will be saved If this is done Screen Examples The various screens shown in this Getting Started Guide are typical but not necessarily accurate In every detail Daisy reserves the right to add delete or change screens to suit the current state of product development Browser User Interface BUI Every User Interface Computer UIC employed for accessing Daisy Call Recording functions must have Internet browser software such as Internet Explorer installed Note This software is not supplied with the Recorders software In the following procedures the instruction Use the BUI to access the Red Box Recorder means do the following 1 Double click on the Internet Browsers icon on the UIC s desktop if the browser application has not already been opened 2 Type the Daisy Call recording web address into the browsers address box and press Enter 1 Getting started with Daisy Call recording This section will show you how to log in change your password and carry out a basic search for calls to replay It also explains what the Record
65. le that follows Personalized Name optional Passcode optional Return to previous menu Repeat menu Reply to Message 3 Send reply 1 Change current reply 2 Listen to current reply 6 Set or clear urgent indicator 7 Set or clear confidential indicator Return to previous menu Repeat menu Forward Message 3 Send message to specific group members 4 Send message to entire group 5 Send message to distribution list option offered only if enabled See Select Distribution List table that follows Change current introduction Listen to current introduction Set or clear urgent indicator Set or clear confidential indicator Return to previous menu Repeat menu NOTES Messages marked confidential cannot be forwarded If you have an Enterprise Voice Portal you can forward messages to others outside your group but not to the entire group X NO DN Select Distribution List 0 Select distribution list 0 1 Select distribution list 1 2 Select distribution list 2 Distribution lists are numbered consecutively from 0 to 19 15 Select distribution list 15 Return to the previous menu Repeat menu Distribution List Menu te X NR CO Send the message to selected list Select another distribution list Review the selected distribution list Return to the previous menu Repeat menu Busy Greeting Menu WM Record new Busy Greeting Listen to current Busy Greeting Revert to system default Busy Gre
66. lls to a specified number Opens a menu So that you can change the properties for an item for example change a ring tone Deletes an entire text number field Clears Do Not Disturb Initiates a conference call Conferences active lines on the phone together Deletes the last number or letter Deletes an entire item for example a number from the Call History list Dials a number Provides access to your personal and corporate phone directory Do Not Disturb prevents incoming calls from ringing your phone Opens an item so that you can edit numbers or letters or enable or disable a feature Edits a number before dialing Forwards calls coming to your phone Allows you to answer a call ringing on an extension by discovering the number of the ringing extension Places a call on hold Accesses additional softkeys Enters a sub menu and when pressed multiple times shows all of the choices in that sub menu Park Puts a call on hold a callat a designated park number The callis active until you unpark it or the caller disconnects Must be configured by your Phone Administrator Paste Using the navigation button highlight an item and press Paste to place the item you copied Pickup PickUp Allows you to answer a call ringing on another extension by entering the extension number Play Plays an item for example a ring tone Redial Displays a list of recently dialed numbers Resume Resumes a
67. n Order in Criteria List Click in the check box to show this field in the search results Fields that are never populated by your recorder or of no interest to you can be excluded from the results table using this field Use as Results Field This sets the order of the field columns in the search results A 1 in this box against a field will mean that this field is shown as the 1st column a 2 will mean the 2nd column and so on Order in Results List Field Names The field names displayed on the left hand side of the criteria table are those data fields that are used by the recorder to capture call data and which can be specified to be included in your search When you specify anything other than the default Not Used you will be asked to define what your criteria are each time you carry out the search For example if you specify in the Field Name Extension Specific when you carry out your search there will be a field for you to fill in specifying which extension you are carrying this search out on each time you perform the search Use as Criteria Not Used his field is not used as a Search Criteria Specific This field will be used and must exactly match the data in the database wildcards can be used For example 456 will find 123456 and 123 will find 123456 and 34 will find 123456 Range Only of use when searching items that are ordered Allows an inclusive range to be defined for the chosen field Any fiel
68. nfigure 3 On the right hand side select or fill out required information 3 ap Calls A Anonymous Call Rejection awe HT _ _ Anonymous Call Rejection G Call Forwarding No Answer Anonymous Call Rejection CommPilot Express 2a Available in Office ig Available Dut of Office a Busy a Unavedable GA Extena Caling Line ID Delivery A intemal Caling Line ID Delivery Simultaneous Ringing 4 Outgoing Calls 3 Automatic Callback E gt Calling Line ID Delivery Blocking Anonymous Call Rejection Prevent a caler from reaching you when the caler has Sede restricted his her number LA Cancel Access Services Settings Frequently used services are represented on the toolbar by their own buttons for easy access Call Forwarding Always Call Forwarding No Answer Call Forwarding Busy Do Not Disturb Remote Office and Simultaneous Ringing By clicking a button you can set the corresponding service on or oft Links The Daisy Toolbar links list contains URLs preconfigured by your service provider Select an item from the list to navigate to that page Call Selector The Call Selector IS a drop down list that shows current calls and lets you pick the call you want to perform the action on but does not switch the call Login Button The Login button which allows you to log in and log out of Daisy Toolbar displays the following states e Agrey button Indicates that you are not logged in e A
69. o SPA 5005 STEP 8 Locate the AUX OUT port on the back of the Connecting a Second Cisco SPA 500S first Cisco SPA 500S Connect one end of the A maximum of two Cisco SPA 500S attendant consoles auxiliary cable to this port can be connected to a Cisco SPA 500 Series IP Phone STEP Locate the AUX IN port on the back of the The instructions in this section are for connecting a second Cisco SPA 500 Connect the other end second SPA500S If you are not attaching a second Cisco of the auxiliary cable to this port SPA 5005 skip to the Configuring the Cisco SPA 500S STEP10 Route the auxiliary cable inside the cable slot section The Cisco SPA 500S is powered by the auxiliary cable with the Cisco SPA 500 Series IP Phone STEP 1 Attach the first Cisco SPA 500S to the IP phone no additional power source is required and connect the auxiliary cable as described in Section 1 Connecting the Equipment Configuring the Cisco SPA 5005 STEP 2 Align the left screw hole in the first Cisco SPA You can configure the Cisco SPA 500S buttons for speed 500S with one of the holes on the attachment dials line monitoring one touch transfer and other arm features if supported by your phone system To configure the Cisco SPA 3500S e f the Cisco SPA 500S and attached Cisco SPA 500 Series IP Phone are part of a Cisco SPA9000 Voice System we recommend that you use the Cisco SPA9000 Setup Wizard See the System Configuration Using the SPA9000 Setup Wizard Install
70. of Charge Activation 1 Lift the telephone handset Press the assigned code ex 34 2 Replace telephone handset The service is on for the next call when the service is not enabled for all calls Anonymous Call Rejection Activation 1 Lift telephone handset Press the assigned code ex 77 2 Replace telephone handset The service Is on Anonymous Call Rejection Deactivation 1 Lift telephone handset Press the assigned code ex 87 2 Replace telephone handset The service Is off Automatic Callback Menu Access 1 Lift telephone handset Press the assigned code ex 9 2 Press to cancel all outstanding ACB requests or select an individual Automatic Callback ACB request by pressing its associated key 3 Replace telephone handset Individual ACB requests or all ABC requests are cancelled or verified Automatic Callback Deactivation 1 Lift telephone handset Press the assigned code ex 8 2 Replace telephone handset All pending ACB requests are cancelled Daisy Anywhere E 164 Dialing 1 Lift telephone handset Press the assigned code ex 1 A 2 Enter the phone number The system replaces the feature access code digits with the sign and resumes the call with an E 164 number Call Bridge 1 Lift telephone handset Press the assigned code ex 15 2 Pick up the telephone handset at one of your shared call appearance locations and barge In on a current call Call Forward
71. oft key To add or edit a speed dial index number for a contact update the contact s Speed Dial Index field in the Contact Directory See Updating Contact Directory Using Do Not Disturb You can prevent your phone from ringing To enable or disable Do Not Disturb gt gt Press and then select Features gt Do Not Disturb When Do Not Disturb is enabled ind Ed ash on the screen 37 40 Hosting Conference Calls To host a conference 1 Call the first party 2 After the first party answers press the Confrnc soft key The active call is placed on hold 3 Place a call to the second party 4 When the second party answers press the Confrne soft key All parties are now Joined in the conference You can do the following e To put the conference on hold press the Hold soft key To resume the conference press the Resume soft key e To end the conference press the End Call soft key The other parties remain connected e To split the conference into two calls on hold press the Split soft key If you have an active call and a call on hold you can create a conference by pressing the Join soft key Listening to Voice Mailtt A voice mail icon on the phone screen a flashing line key and a stutter dial tone In place of normal dial tone indicate one or more new voice mail messages To listen to voice messages 1 Press and then select Message Center 2 Press the Connect soft key and then follow the voice
72. one SPA 300 Series User Guide for more information on the LED colors and status Push to the On position to turn the ringer on Push to the Off position to turn the ringer off Press to access voice mail must be set up by your phone system administrator Press to place a call on hold and open another line Press to redial the last number called Press repeatedly to increase the volume of the handset when the handset is off the phone or ringer volume when the handset is on the phone Use to dial phone numbers Placing or Answering Calls Pick up the handset and dial Putting a Call on Hold To put a call on hold press the Flash button The caller hears a series of three rapid beeps or music while on hold To resume the call press Flash Ending a Call If you are using the handset hang up o0 Cisco 502 504 508 Phones Ahali CISCO CN ERP NN Re The photo above shows the Cisco SPAS09G Other models differ Phone Lines and Buttons Phone Feature Description 1 Handset Pick up to place or answer a call 2 Message Waiting Indicator Displays solid red when you have a new voice mail message Flashes red during an incoming call or when the phones firmware is being updated Behavior may differ depending on phone system 3 LCD Screen Displays date and time phone station name line extensions and softkey options Not available on the Cisco SPA501G 4 Line keys Indica
73. or incoming calls 4 Select the desired destination and then press M to return to the idle screen Distinctive Ringing Call Treatment You can set distinctive Incoming ringing tones for different contacts in your local directory To set a distinctive ring for a local contact 1 Press the Dir soft key 2 Search for the contact see the Contact Directory section 3 Press the Edit soft key then scroll down to Ring Type and press to edit it 4 Using or select the desired ring tone o Press the OK soft key to accept the change and then press Mew _ twice to return to the idle screen Headset Memory Mode For frequent or full time headset users there is an option to default all calls to the headset To enable Headset Memory Mode 1 Press Mau and select Settings followed by Basic Preferences Headset and Headset Memory 2 Scroll down to Enable and press Qto select It and then press Maw __Jto return to the idle screen To disable Headset Memory Mode Repeat steps 1 and 2 but select Disable To activate Headset Memory Mode if enabled Press Q twice The headset icon will flash SoundPoint IP 450 Phone Basic Phone Features Placing Calls Using the handset Pick up the handset and then enter the phone number Or enter the phone number and then pick up the handset Using the speakerphone e With the handset on hook press any assigned line key or the New Call soft ke
74. or the Confrne soft key All parties are now joined in the conference You can do the following e To put the conference on hold press the Hold soft key To resume the conference press the Resume soft key e To end the conference press the End Call soft key The other parties remain connected e To split the conference Into two separate calls on hold press the Split soft key If you have an active call and a call on hold you can create a conference between all three parties by pressing the Join soft key Conferencing is an optional feature that your system administrator sets up Particulars and menu options may vary Accessing Voice Mail The flashing Message Waiting Indicator on the front of the phone individual line indicators and a stutter dial tone instead of a normal dial tone indicate new voice mail messages To listen to voice messages 1 Press Messages _ 2 Follow the voice prompts to listen to your messages Voice mail is an optional feature that your system administrator sets up Particulars and menu options may vary Using Call Lists To review missed calls received calls or placed calls 1 Press Diwemis_ and then select Call Lists gt Missed Calls Received Calls or Placed Calls 2 Select a call from the list You can do the following e To place a call press the Dial soft key e To change the phone number before dialing press the Edit soft key If you press the More soft key
75. ore entries if desired up to 10 but this may slow the search Other Settings Select intial Page Language fEnaish 9 Latest Call First Display Results Eartest Call First Save Search Criteria Limit Last Call Search to JJA Calls 1 9 Defining Executing and Modifying Searches In this section you will learn how to define execute and modify your own searches None of these are difficult to do as Daisy Call Recording has been carefully designed with ease of use as a priority but it is useful to understand what the fields relate to and the types of results you would achieve using the search builder 1 9 1 Defining a Search Search amp Replay Define Search To define your own searches select Search amp Replay Define Search from the menu If there have been searches already defined on your recorder they will be listed If this is the first time that this option has been Define Search The following is a list of the defined searches Total number of defined searches 12 Name Select mm r am e monn Ue Cerone ae Click on to generate a new Search The Create Modify Search screen is displayed which displays Create Modify Search Search Tite Data Source Randomize Results DE 2 z i JUTE A amp on vu il O Es Figure 8 The Create Modify Search Screen Search Title Give your search a name that you will recognise it by in
76. ovides you with the phone number extension for the group and or enterprise voice portals This guide refers to both as the voice portal number extension NOTE Your voice portal may be configured with keypad numbers and menus different from those listed on this card If so for more Information see your group administrator First Log in With Voice Portal Wizard Dial your phone number extension or the voice portal number extension and then 1 If requested enter your phone number 2 Enter anew passcode at the voice portal wizard prompt 3 Re enter your passcode at the prompt 4 Record your name at the prompt Press Login Dial your phone number extension and then From your own phone 1 Enter the correct passcode to reach the Voice Messaging Main Menu 2 At Voice Messaging menu press to reach the Voice Portal Main Menu From your own phone with auto login enabled e At Voice Messaging menu press to reach the Voice Portal Main Menu From a phone other than your own 1 Press during your outgoing greeting to reach the login prompt 2 Enter the correct passcode to reach the Voice Messaging Main Menu 3 At the Voice Messaging menu press to reach the Voice Portal Main Menu Dial the voice portal phone number extension and then From your own phone e Enter the correct passcode to reach the Voice Portal Main Menu From your own phone with auto login enabled e Select a menu item f
77. p Profile Departments Manage Users Group Services Policies amp Utilities Site Services Calling Plans FAC Calling Plans Group Department Group E Save Digit Strings aaa Outgoing Calling Plan Being Forwarded Transferred Outside Group W Calls within the business group Calls within the local calling area Calls made to toll free numbers Local toll calls Profile Rules amp Utilities This section gives a complete summary of platform calling polices assigned to this group Administrator will have no access of modifying any feature in this section ENV FL o x Welcome aru br Daisy Group Plc TechSupoort Prudhoe Prudhoe All Users Ed Group Profile Departments Manage Users Group Services Policies amp Utilities Directory Disaster Redirect Polici Policies r Group Web Policies Calling Plan Enhanced Call Logs Extension Dialing LDAP Integration Full Access to calling plan Full Access to call logs for users Full Access to extension dialing Full Access to LDAP integration Voice Messaging Full Access to voice messaging Department Administrator User Policy Full Access to users in that department Department Administrator Trunk Group Policy Full access to trunk groups User Authentication Full Access to user authentication for users User Profile Full Access to user profile for users User Group Directory Full access to group directory for users in portal
78. prevent your phone from ringing see Using Do Not Disturb or you can choose a silent ring for your phone see Updating Ring Tones Updating Ring Tonestt You can change the Incoming ring tone as well as set distinct ring tones for contacts To change thi thei incoming ring tone 1 PresS Meuw and then select Settings gt Basic gt Ring Type 2 Scroll to the ring type you want To hear the ring type before you select it press the Play soft key 3 Press the Select soft key To seta ring tone for a contact and then select Features gt Contact Directory 2 Search for the contact see Updating Contact Directory 3 Press the Edit soft key and then scroll to Ring Type 4 Enter a number that corresponds to the ring type you want To exit the screen and find the number associated with a ring type press Mew __Jtwice and then select Settings gt Basic gt Ring Type o Press the Save soft key Using Headset Memory Mode You can set up your phone so that all calls automatically go to your headset To use Headset Memory Mode and then select Settings gt Basic gt Preferences gt Headset gt Headset Memory 2 Scroll to Enabled and then press the Select soft key 3 Activate Headset Memory Mode by pressing wice When Headset Memory Mode Is activated the headset ICON Q displays on the screen All calls will now go to your headset unless you switch to handset or Speakerphone mode Io ac
79. prise Directory Document Repository Registrations Feature Access Codes Enterprise Directory 01282505318 01282505318 01565740154 Hunt Group 01661520489 01661520489 01661529905 Hunt Group 02033769035 02033769035 01282505318 5318 Nocl 01565740154 0154 Noci 01661520489 0489 Noci 01661529905 9905 Mark_Challinor 02033769035 9035 Noci 02033769036 02033769036 02033769036 9036 Noci 020 33769037 Auto Attendant 02033769037 9037 Nocl 1001 Noci 1001 Noci 01661520415 0415 Noci 1520415 0166 Feature access codes provides complete list of star codes which are nothing but short codes which user can use on their phones to access some of their services 3 2 The Administrator Web Portal allows administrators users to control many of their personal and group services through any internet enabled device Administrators are supplied with a username and password Once logged in the administrator has access to eight tabs Daisy Web Portal Administrator Group Profile Departments Manage Users Group Services Policies amp Utilities Directory Disaster Redirect Call Details Group Profile Under this tab users have access to the following Services e Site Info e Time schedules e Holiday Schedules Daisy Group Pic TechSupoort Prudhoe Prudhoe All Users _ Group Profile Departments Manage Users Group Services Policies amp Utilities Site Info Time Schedules Holiday Schedules Locat
80. r Call Processing Policies Use Group Call Processing Policy Media Policy ID_GP_CPP_USE_SUPPORTED_MEDIA_SET Enable Maximum Number of Concurrent Calls 24 Enable Maximum Number of Concurrent Video Calls 1 Enable Maximum Duration for Answered Calls 1440 Enable Maximum Duration for Unanswered Calls 2 Enable Enterprise Extension Dialing Directory This sections includes the following options for administrators to access e Common Phone List e Personal Phone List e Enterprise Directory e Custom Contact Directories Common Phone List This Tab is used to view the Common Phone List This list is useful for including numbers frequently called by the group such as a security company company caterer or a company day care centre From this page you can also Delete a number Add a number Import a file of numbers modify or delete a number N y 2 2 EE Welcome aru br Daisy Group Pic TechSupoort ue Prudhoe All Users Group Profile Departments Manage Users Group Services Policies amp Utilities Common Phone List Personal Phone List Enterprise Directory Custom Contact Directories Common Phone List aaa J Name Phone Number Daisy 01661839500 Edit Deiete Import CSV File Select a Phone List File No file chosen 33 34 Personal Phone List This Tab allows you add personal phone to whole group or individual users NZ ne a daisy Welcome aru br Daisy Group Pic
81. range blinking Phone registration has failed e Off The line is not configured SPCP System e Green steady The line is in use e Green blinking The phone is on hold e Orange blinking The line is ringing e Off The line Is not configured Where to go for help Customer service 0845 801 0506 This customer service number will provide direct access to our systems fault desk Customer Service Promise Taking care of your critical communications is something we take seriously at Daisy and we want to tell you how we intend to deliver on it Over the past year we ve made some Important changes to improve the way we help our business customers We are committed to helping you when you need us Will work to resolve problems quickly and efficiently keeping you up to date with progress by phone email and text When you call us we aim to answer your call in 3 rings We will make sure that whoever you speak to in our customer services team that they are knowledgeable about your problem and the steps being taken to resolve the issue We will do everything within our power to meet 95 of our SLAs We are committed to listening We will actively seek your thoughts and suggestions on how we can be more helpful Y We will act on feedback and work to improve our internal processes and procedures Our Charter is our commitment to you as a business customer and Daisy are committed to delivering first class
82. rence with a minimum of two and a maximum of 31 parties Al calls on the Call Selector list are added to the conference 1 Click Conference 2 To add incoming or outgoing calls to the conference click Conference 3 To drop a conference participant select the participant s number on the Call Selector list and click End Transfer Call to Voice Mail You can transfer calls to your voice mail from the toolbar and from the Call Notification window To transfer to voice mail click Transfer to Voice Mail either on the toolbar or in the Call Notification window Check for New Voicemail To verify whether you have new voicemail check the color of the envelope icon on the Dial Voice Mail button If you have new voicemail the color changes from grey to yellow Retrieve Voice Mail To listen to your voice mail 1 Make sure that you are not currently engaged ina call No entries must be present on the Call Selector list 2 Click Transfer to Voice Mail amp bn the toolbar Enable or Disable Anywhere Locations Change Services Settings The Services dialog allows you to easily change your service settings for telephony services such as such as Voice Messaging CommPilot Express profiles Call Forwarding and Call Waiting NOTE You see only the services you have 1 On the toolbar click Services services 2 Onthe left hand side of the Services window select the tab of the service you want to co
83. rom the Voice Portal Main Menu From a phone in your group other than your own 1 Press during the greeting to reach the Voice Portal login prompt 2 Enter your phone number extension 3 Enter the correct passcode to reach the Voice Portal Main Menu From a phone outside of your group 1 Enter your phone number extension 2 Enter the correct passcode to reach Voice Portal Main Menu From a phone outside of your group with auto login enabled e Enter your phone number extension to access the Voice Portal Main Menu T t Option If your administrator allows it enter your number including the area code or a voice mail alias followed by the pound key Leaving Messages for Other Users During greeting Interrupt the greeting and start recording voice or video message Transfer out of greeting to Voice Portal password prompt 0 Transfer out of greeting to configured number While recording message Cancel recording and transfer to Voice Portal password prompt Q Cancel recording and transfer to configured number Stop recording and review message While reviewing message 1 Erase message and record again 2 Listen or view current message 3 OR hang up to send message 6 Set or clear the urgent indicator 7 Set or clear the confidential indicator Cancel recording and transfer to Voice Portal password prompt Repeat menu Voice Portal Main Menu Access Voice Messaging t Record
84. rty press manster_ Jor the Trnsfer soft key to complete the transfer Press the Blind soft key to transfer the call without Speaking to the second party Transfer may be cancelled during establishment by pressing the Cancel soft key The original call is resumed Call forwarding To enable call forwarding 1 Press the Forward soft key from the phones idle display or press Menu and select Features and then Forward 2 Select a Forwarding Type from Always No Answer and Busy 3 For all types enter a number to forward all future calls to 4 For No Answer enter the number of rings before forwarding 41 42 o Press the Enable soft key to confirm Call Forwarding A moving arrow icon appears for that line to confirm Call Forwarding is enabled To disable call forwarding 1 Press the Forward soft key from the phones Idle display or press Maw J and select Features and then Forward 2 Select a Forwarding Type from Always No Answer and Busy 3 Press the Disable soft key Call forwarding is not available on shared lines If call forwarding is configured on the call server invoked using code dialing or from a PC based application then particulars and menu options may vary Redial Press the Redial soft key or Redd to redial the most recently dialed number Do not disturb Press Donetbisut to prevent the phone from ringing on incoming calls Do Not Disturb icon appears for all lines to confirm t
85. s on the Switchboard as Ringing Out NOTE 1 Alternatively double click a contact to dial the contact s default option extension mobile voicemail in order of availability NOTE 2 To make a call via Speed Dial select a contact from the Speed Dial directory Dial Ad Hoc Number 1 In the Options panel click Other 2 Type the number on the keyboard or select the digits from the dial pad 3 Inthe Control panel click Dial The call appears on the Switchboard as Ringing Out Dial from Call History 1 On the Menu bar select Tools and then Call History 2 Select the Call History page you want 3 Click the phone number you want to dial Answer Call 1 Onthe Switchboard select the call to answer 2 Inthe Control panel click Answer NOTE 1 You can answer the longest waiting Incoming call by clicking the space bar key NOTE 2 Consecutive presses of the space bar place the previous active call on hold and answer the oldest incoming call Hold Call 1 On the Switchboard select the call to hold 2 Inthe control panel click Hold The call status changes to On Hold Unhold Call 1 On the Switchboard click the required held call 2 Inthe Control panel click Unhold Daisy Receptionist Console End Call 1 Onthe Switchboard select the call to release 2 Inthe Control panel click End The call is terminated and removed from the Switchboard Blind Transfer Calls can be blind tr
86. s while Mute is enabled To turn off Mute press again POLYCOM Advanced Teleconferencing Solutions Call hold and resume 1 During a call press Hold or the Hold soft key 2 Press Hold again the Resume soft key or the line key to resume the call Local conference calls To create a three way local conference call 1 Call the first party 2 Press or the Confrnc soft key to create a new call the active call is placed on hold 3 Place a call to the second party 4 When the second party answers press Conference or the Confrne soft key again to join all parties in the conference When a conference has been established pressing the Split soft key will split the conference Into two calls on hold Placing the call on hold on the conference originator s phone will place the other parties in the conference on hold A conference may be created at any time between an active call and a call which is on hold on the same line or another line by pressing the Join soft key Ending the call on the conference originators phone will allow the other parties to continue the conference Conferencing Is an optional feature that must be configured on the call server Particulars and menu options may vary Call transfer 1 During a call press or the Trnsfer soft key the active call is placed on hold 2 Place a call to the party to which you want to transfer the call 3 After speaking with the second pa
87. screw hole 235516 Using an attachment arm screw secure the attachment arm to the Cisco SPA 500S Attachment arm crews CAUTION Do not plug a telephone line cord into the AUX port Use only the auxiliary cable provided with the Cisco SPA 5005 SIEF STEF Locate the AUX IN port on the back of the Cisco SPA 500S Connect one end of the auxiliary cable to this port Locate the AUX port on the back of the Cisco SPA 500 Series IP Phone Connect the other end of the auxiliary cable to this port The Cisco SPA 00S is powered by the auxiliary cable with the Cisco SPA 500 Series IP Phone no additional power source is required 238517 STEP10 Route the auxiliary cable inside the cable slot of the Cisco SPA 4500S 5005 left screw hole AUX port 235514 AUXIN Cable sl t port STEP 3 Insert the pegs on the attachment arm into the peg holes on the Cisco SPA 3005S STEP11 Attach the appropriate desktop stand to each STEP 4 Using the attachment arm screw secure the unit attachment arm to the first Cisco SPA 500S STEP 5 Align the right screw hole in the second Cisco SPA 500S with the unused hole on the attachment arm STEP 6 Insert the pegs on the attachment arm into the peg holes on the Cisco SPA 5005S STEP 7 Using the attachment arm screw secure the attachment arm to the second Cisco SPA 5005S CAUTION Do not plug a telephone line cord into the AUX port Use only the auxiliary cable provided with the Cisc
88. search screen To edit a contact 1 Search for contact see above 2 Press the Edit soft key and make the necessary changes 3 Press to end data entry 4 Press the Yes soft key to accept your changes then press Meau __ twice to return to the idle screen Volume Adjustment Press the ED volume keys to adjust the call volume of the active mode Pressing these keys in idle state adjusts the ringer volume To conform to regulatory requirements handset and headset volume will return to a preset level after each call but the configuration can be changed by your system administrator Hands free volume settings will be maintained across calls Ring Type You can select different rings to match your preferences and distinguish between calls on lines To change the incoming ring 1 Press Mau and then select Settings gt Basic gt Ring Type 2 Scroll to highlight the desired ring type Press the Play soft key to hear it 3 Press or the Select soft key to accept the highlighted ring type and then press Mew Jto return to the idle screen If you select Silent ring press the Line key or Answer soft key to answer incoming calls oF 38 Audible Ringer You can select the default alerting destination for incoming calls To change the audible ringer 1 Press Mew _ and then select Settings gt Basic gt Preferences gt Audible Ringer 3 Scroll to highlight the desired alerting destination f
89. sic while on hold To resume the call press the flashing red line button for the call For the Cisco SPAS02G press the resume softkey Ending a Call If you are using the handset hang up or press the EndCall softkey on some phones If you are using the speakerphone press the Speaker button If you are using the headset either press the Headset button wired or replace the handset wireless Adjusting Volume and Muting To adjust the volume of the handset or speaker lift the handset or press the speaker button Press on the Volume button to increase the volume or press to decrease the volume Press Save To adjust the ringer volume press the Volume button when the handset is on the phone and the speaker button is off Press Save To mute the phone microphone speaker or headset microphone press the Mute button on the phone The button glows red Press the Mute button again to unmute Using Keypad Shortcuts When using the phone menus you can use the keypad to enter the number shown next to the menu or sub menu item on the LCD screen Not applicable to the Cisco SPA501G For example to obtain your IP address on the Cisco SPASO04G press the Setup button and dial 9 ETS gt 8 Woice Mail ES 9 RES ee roduet inte 11 Spel T Li The IP address is displayed on the Network screen TWANConnectionType J DHCF 192 168 1 115 edit cancel NOTE Menus and options vary
90. ss pieces _J r the Exit soft keys to return to the idle display Volume adjustments Press the DSP volume keys to adjust handset headset and hands tree speaker volume during a call Pressing these keys In idle state adjusts the ringer volume To conform to regulatory requirements handset and headset volume will return to a preset level after each call but the configuration can be changed by your system administrator Hands free volume settings will be maintained across calls Ring type You can select different rings to match your preferences and distinguish between calls on lines To change the i incoming ring 2 Select Settings followed by Basic and then Ring Type 3 Using 4 or highlight the ring type Press the Play soft key to hear the selected ring type 4 Press the Select soft key to change to the selected ring type 5 Press Mau or the Exit soft keys to return to the idle display If you select Silent ring press the Line key or Answer soft key to answer incoming calls Distinctive ringing Call treatment You can set distinctive Incoming ringing tones for different contacts in your local directory To set a distinctive ring for a local contact 1 Press and then select Contact Directory 2 Search for the contact see Contact Directory above 3 Press the Edit soft key and scroll down to Ring Type 4 Enter a number corresponding to one of the ring types available see Ring type above
91. t 1 Inthe list of folders click Contacts 2 From the Contacts list select the contact you want to call 3 On the Daisy Toolbar click the arrow at the right hand side of the Dial Contact list 4 Select the type of number to call Business Home or Mobile Dial Contact Dial Number Business Wess Contacts oo roue CS Business 51 E mail helpdeshibbhnoadeoft c First hama HELPDESK Contacts Bel Telephony Teolbsr Dial from Personal Directory 1 Qn the Daisy Toolbar click Personal Directory 2 On the list that appears click the desired phone number Dial from Group Directory 1 On the Daisy Toolbar click Group Directory 2 On the list that appears click the desired phone number Dial from Speed Dial Directory 1 Qn the Daisy Toolbar click Speed Dial 2 On the list that appears click the desired phone number Dial from Call History 1 Qn the Daisy Toolbar click Call History 2 On the list that appears click the desired phone number Dial from Search 1 Inthe Search box type your search criteria or click the arrow at the right hand side of the Search box and select a previous search from the list 2 Press ENTER Daisy Toolbar displays the results of your search 3 Click the phone number you want to dial Call Notification When you Initiate or receive a call Daisy Toolbar displays a notification window above the system tray which includes the other part
92. t Pick up the handset and then dial the number Or dial the number first and then pick up the handset Using the hands free Speakerphone e With the handset on hook press any assigned line key or e Dial the number and then press or Dial Using the optional Headset e With the headset connected press Oany assigned line key or the NewCall soft key or e _ Dial the number and then press C During a call you can alternate between modes by pressing or Q or picking up the handset Answering a call Handset Pick up the handset Speakerphone Press the line key or the Answer soft key Headset optional Press Incoming calls may be denied by pressing the Reject soft key during ringing Ending a call Press the EndCall soft key or the line key corresponding to the line Or depending on the call mode press press or hang up the handset Redial Dil _ to display the Placed Call list Scroll to select the desired recipient and press Dia again Microphone mute During a call press Oh Mute applies to all modes You can hear all other parties while Mute is enabled but other parties cannot hear you To un Mute press again Call hold and resume During a call press taa Press wa again the Resume soft key or the line key to resumethe call Local conference calls To create a three way local conference call 1 Connect to the first party 2 Press t
93. tant Group Call Music On Hold Unified messaging Welcome aru br Daisy Group Pic TechSupoort Prudhoe Prudhoe All Users Group Profile Departments Manage Users Group Services Policies amp Utilities Directory Disaster Redirect Call Details Site Services Calling Plans FAC Auto Attendant BroadWorks Anywhere Call Center Call Park Call Pickup Group CLIO Hunt Group Instant Group Call Music On Hold CommPilot Call Manager Voice Portal Copyright 2011 Leonid Consulting Inc Auto Attendant You use this page to view the auto attendants In the group and activate or deactivate the service for an Auto Attendant The name of each Auto Attendant is shown along with assigned telephone numbers extension and department name Daisy Anywhere It allows admin to select a fixed line for whole group to which users with this feature able to dial in and connect to their specific phones Call Centre Administrators will full access to the call centre defined for their group and modify them accordingly Call Park Administrators can define Call Park group where users In this park group can park their calls against an extension for others in the group to retrieve Call Pick Up As Call Park Group admins can create their Pick Up groups where users in these specific groups can pick up calls which are intended to other users in the same group Group CLID Administrators can decide how they want
94. tegory Toggle between the List and Details view Select the next category from the Search Filter Go one entry up or down in the contact list Move around the contact list in List view Scroll to the next or previous page in the contact list Select extension Click Mobile Click Voicemail Click Messenger Enter a number from 0 through 9 Click Dial Click Transfer Click Camp On Camp Off Click End Answer the longest waiting Incoming call Answer Hold Unhold the first through to the tenth call on the Switchboard depending on call status End the first through to the tenth call on the Switchboard Click Blind Transfer Consult Transfer Queue Transfer Voicemail Transfer Click Conference Call Pickup Barge In Click Conference Hold Conference Unhold Click End Conference Click Exit Conference Daisy Call Recording Introduction The Daisy Call Recording solution enables users to record monitor and replay their voice calls made through their Cloud Select Voice service This manual contains the end user guide showing how to log In log out carry out search functions and configure the personal user account It Is aimed at the end user of the recorder e a replay user Options The left hand side of each screen provides a menu of the options which are available to the current user as determined by the permissions set up by the system administrator s for each user of the Recorder system
95. tes phone line status Not available on the Cisco SPA502G These keys can also be programmed by your phone system administrator to perform functions such as speed dial call pickup or monitoring an extension Line colors depend on the type of phone system to which your phone is connected SIP or SPCP See the User Softkey buttons Navigation button Messages button Hold button Setup button Mute button Volume button Headset button Speaker button Keypad frotte CISCO Guide for your phone for more information The Where to Go From Here section contains links to the documentation area on Cisco com Press a softkey button to perform the action shown on the label on the LCD screen above Press an arrow to scroll left right up or down through items shown on the LCD screen Not available on the Cisco SPA501G Press to access voice mail must be set up by your phone system administrator Press to place a call on hold Press to access a menu to configure features and preferences such as your directory and speed dials access your call history and set up functions such as call forwarding Press to mute or unmute the phone When phone is muted the button glows red A flashing mute button indicates the network connection cannot be found Press to increase the volume and to lower the volume of the handset headset speaker when the handset is off the phone or ringer volume w
96. the Search Title field Remember there may be more than one user who has access to your recorder using the logged In user account and who may also wish to define their own searches Give your search a name that Is meaningful to you and which will allow you to remember which is yours at a later date for example Sales Team Search or Transaction Sample Data Source The Data Source field allows you to specify whether you are searching for calls from the recorder itself the Callstore or calls on a removable archive media Randomize Results If Randomize Results is set to Yes the user can specify a percentage of the search results to be specified as random in the search screen For example specifying 10 as the Randomized Result will return 10 of calls in a search on a random basis Criteria Fields The criteria fields along the top of the table are used to define which operators are applicable to the relevant field and the sort order you want to see your report in Zi 28 Field Name Explanation Field Name Description of field to be used in search Use as Criteria There are a range of options where applicable that can be used to define the search These can be Specific Range Any Of or All Of This defines the order in which the field will be displayed in the search results So 1 in this field against a field name will mean that this field will be given 1st precedence in sorting 2 will be given 2nd precedence and so o
97. the received calls select Received Calls To see the missed calls select Missed Calls Delete Call Logs 1 Inthe Menu bar select Tools and then select Call History 2 Select Dialed Calls Received Calls or Missed Calls To select consecutive entries hold down SHIFT while Selecting the calls To select multiple non contiguous calls hold down CTRL and select the desired calls To select all calls click Select All 3 Click Clear and then confirm your action Configure Day Night Mode The Day Night tab allows you to configure the Day Night Mode call settings This is useful to turn on at the end of your work day to forward calls either to another number or to your voicemail 1 From the Menu bar select Tools and then Options 2 On the Options tab select Day Night Mode 3 To transfer your calls select Night Mode 4 Select Forward Calls To and specify the phone number where you want to forward your calls Or select Forward calls to voicemail 5 To return to the day mode deselect Night Mode Get Help To get additional help on using Receptionist on the Menu bar select Help and then select User Guide This opens a PDF version of the Receptionist User Guide 20 Receptionist Interface The main elements of the Receptionist interface are as follows Switchboard The Switchboard panel herein referred to as Switchboard is where you manage calls It contains the following columns e Link Le
98. tion 2 From the drop down list containing the available positions for the call select the position you want 3 Click Apply to reposition the call Click Reset to cancel your changes Keyboard Shortcuts General and Menu Bar Control Keys ESCAPE Exit from the active window Ctrl P Toggle between Company Notes and Company Profile Alt O Display Options dialog box Alt R Display Call History dialog box Alt H Open BroadWorks Receptionist User Guide Alt L Log out and return to the Login screen F11 Toggle full screen mode on and off 22 Switchboard Ctrl F1 F10 Shift F1 F 10 Contact Directory Panel Ctrl F Ctrl R Ctrl Shift lt alpha gt Ctrl sS Ctrl UP DOWN UP DOWN ARROW UP DOWN RIGHT LEFTARROW Page UP DOWN Options Panel lt Number Pad gt lt Number Pad gt lt Number Pad gt Home lt Number Pad 0 1 9 gt Control Panel ENTER Shift lt Number Pad gt Space Bar Plone O Shift Ctrl F1 F10 OR lt Number Pad Del gt lt Number Pad gt Ctrl lt Number Pad gt Ctrl Alt lt Number Pad gt Ctrl Shift lt Number Pad gt Ctrl Alt Shift lt Number Pad gt Click the Link column of the first through the tenth call Click the first through to the tenth call Click the Search box for a keyword search Click Reset Enter a letter in the Search box and then select the first alphabetical search filter ca
99. tivate Headset Memory Mode again repeat step 3 To disable Headset Memory Mode repeat steps 1 to 3 but select Disabled in step 2 SoundPoint IP 650 Basic Phone Features Placing a call Using the Handset Pick up the handset and dial the number or dial the number first and then pick up the handset Using the Speakerphone 1 With the handset on hook press any assigned line key or the New Call soft key 2 Dial the number Or dial the number and then press the Dial soft key Using the optional Headset 1 With the headset connected press any assigned line key or the NewCall soft key 2 Press 3 Dial the number Or dial the number and then press Q During a call you can alternate between handset headset or hands free modes by pressing the or Q keys or picking up the handset Answering a call Using the Handset Pick up the handset Using the Speakerphone Press or the line key or the Answer soft key Using the optional Headset Press 2 Incoming calls may be ignored by pressing the Reject soft key OF boots JUIN ringing Ending a call Using the Handset Hang up or press the EndCall soft key Using the Speakerphone Press or the EndCall soft key Using the optional Headset Press or the EndCall soft key Microphome mute During a call press Mute applies to all modes handset headset and hands free You can hear all other partie
100. ts you select the calls to be linked and indicates the activation of the corresponding feature e Line Shows the order that the calls come in e Call To Identifies by name or number the party being called e Call From Indentifies by name or number of the person calling you e Status Shows the status of calls as follows Call Status Represented as Active Active Held On Hold 00 00 blinks after 45 seconds Camp On Camped Extension blinks after 45 seconds Remote Held Active Ringing In Remote Incoming Ringing In Local Incoming Ringing Out Outgoing e Time Displays the duration of the call including the Ring Time Hold Time and Talk Time Contact Directory Panel The Contact Directory panel lists available contact directories and shows contacts In the selected directory The information you see depends on your version of Receptionist your setup and the directory you choose You use the Contact directory panel to select and manage directory contacts Options Panel The Options panel allows you to choose call options Only the options currently available are highlighted The possible options shown as buttons are as follows e Extn Select to use the contact s extension used by default Phone Select to use the contact s phone number Mobile Select to use the contact s mobile number Voicemail Select to use the contact s voicemail Other Select to dial an ad hoc number Control Panel T
101. ur reachability from your phone so that on those long business trips you can deactivate your mobile at night This way calls to your business number do not reach you Calls go to your other phones as always and callers receive a usual voice mail if you do not answer In the morning you simply reactivate your mobile and you start receiving calls sent to your business number Deactivate a Daisy Anywhere Phone From the phone to be deactivated dial 13 Activate a Daisy Anywhere Phone From the phone to be activated dial 12 Move Call from One Phone to another Phone This functionality enhances your personal productivity For example you may take a business call on your mobile while you are on lunch and upon returning to the office you may choose to move the call to your fixed phone Move Active Call from your Mobile to your Fixed Phone or Soft Phone While engaged in a call on your mobile from your desk phone or soft client call 11 The call is seamlessly moved to the new phone and the mobile call leg is dropped Move Active Call from your Fixed Phone or Soft Client to your Mobile Dial your Daisy Anywhere business number and wait for the Two Stage dial tone Once you hear the tone dial 11 manually Daisy Toolbar Daisy Toolbar in Internet Explorer or Firefox DM Mises snes comino M D dh ih set ummo MR DIE of H Bg cours Daisy Toolbar in Outlook a Gigi Services Anywher
102. users CLI to be presented outside the group or outside world Hunt Group Administrators will have full access to hunt groups defined in their group for editing it with addition or deletion of users to hunt group and also all other services attached to It Music On Hold You use this page to list the departments configured for the Music On Hold service which provides a pre set message for use with the Call Hold and Call Park services Modify Add or delete music Instant Group Call This page allows an administrator to define a group composed of a list of member users These members can be part of the same group or enterprise specified by user name extension or location code extension or can be external users specified by a phone number or SIP URI Voice Portal This page shows the details of the Voice portal assigned to this group Administrator can edit greetings on the group voice portal and also portal password Calling Plans This section allows administrator to layout the calling plan for all the users In the group Administrators will full access to block or allow certain calls going out of the group FAC Feature Access Codes This section gives a summary of platform codes which are used as shortcuts by users on their phones Administrators have access to them and modify them according to their requirement Welcome aru br Daisy Group Pic TechSupoort gt Prudhoe Prudhoe All Users Grou
103. using First level Extension Dialing you are not required to configure a key for extension dialing You can use the 1 key for a different action instead Internal transfers require only an extension List menu options in a predictable order List menu options that transfer to the operator last to reach the operator press 0 or stay on the line Use the name and extension dialing scope controls to determine whether your Auto Attendant can direct calls to users in the same group department or and set up their menus 3 Record custom messages using the voice portal or upload audio video files using the web interface 6 Callthe Auto Attendant numbers to test your design enterprise Sample Auto Attendant Structure This Quick Reference Guide gives an overview of the steps required to create this sample interactive menu structure Customer service menu 1 exdension dialing 2 name dialing Type the Auto Attendant ID name calling line ID last name and calling line ID first name 2 Select the department 3 From the Language list select English 4 From the Time Zone list select the time zone 5 From the Business Hours list select Every Day All Day Specify the scope of extension dialing scope of name dialing and name dialing entries Main line menu 1 exdension dialing Administration department 4 extension dialing menu 2 name dialing 4 Jean Smith 2 name dialing J adm
104. vice at any location with only one phone number one dial plan one voice mailbox and a unified set of features You can call your colleagues from your mobile with their four digit extension move calls seamlessly from your desk phone to your mobile when you need to take an important call home with you and move a call from your mobile to your fixed phone so others can listen In on the speaker phone this and more is all part of the Daisy Anywhere solution This feature is available with a premium license Make Business Calls from your Mobile You can make calls from your mobile phone using your Daisy Anywhere business number as the Calling Line ID Call Directly from your Mobile From your mobile dial your Daisy Anywhere business number and wait for the Two Stage dial tone Once you hear the tone dial the destination number or business extension The called party sees your Daisy Anywhere business number not your mobile number as the Calling Line ID Control your Reachability The Daisy Anywhere solution allows you to make or receive business calls from your fixed phone mobile or soft client allowing you to be productive from any location at any time However there are times when you may not want to be reached perhaps you are several time zones away on the other side of the world and you do not want your daily flurry of business calls alerting your mobile Daisy Anywhere allows you to activate and deactivate yo
105. warding Calls To enable call forwarding 1 From the idle screen press the Forward soft key 2 Select the forwarding type you want to enable e Always lo forward all incoming calls e No Answer o forward all unanswered Incoming calls e Busy o forward calls that arrive when you are already in a call 3 Enter a number to forward calls to For No Answer enter the number of rings before forwarding 4 Press the Enable soft key To disable call forwarding 1 From the idle screen press the Forward soft key 2 Select the forwarding type you want to disable 3 Press the Disable soft key Call forwarding is not available on shared lines If it is set up on your phone then particulars and menu options may vary Speed Dialing To place a call to a contact assigned to a line key press the corresponding line key To change a speed dial index refer to Updating Contact Directory Using Do Not Disturb To prevent your phone from ringing on incoming calls press A Do Not Disturb icon appears for all lines to confirm that Do Not Disturb is enabled Press again to disable Do Not Disturb If Do Not Disturb is set up on your phone then particulars may vary Hosting Conference Calls To host a conference 1 Call the first party 2 After the first party answers press or the Confrnc soft key The active call is placed on hold 3 Place a call to the second party 4 When the second party answers press
106. word Confirm Password DE Figure 2 Change Password Screen 1 Enter your current password remember it is a case sensitive field 2 Enter your chosen new password up to 10 alphanumeric characters no spaces 3 Enter your new password again in the Confirm Password field Update 4 Click The screen reverts to the Change Password screen and user password has been updated confirms the password change Note f you do not enter your existing password correctly or you do not duplicate the new password correctly you will get an error message explaining the problem Re enter the relevant password s and try again If you are still unsuccessful contact your recorder administrator for assistance 1 3 Carrying out a Basic Search The default call search defined on a Daisy Call Recording is the Basic Search This search offers you the option of Specifying a date and time period within which you want to search for calls The Basic Search can be started by selecting Search amp Replay Search The following screen is displaved Search 1 Select Search CTS EIT oss 2 Specify Criteria Call Start Time 2 October 2008 October 2008 s ts Today gt We MH fe Today be Me 1524 gt 4 5 1184 Ce aie En ds en ET ER 13 14 15 16 17 18 19 13 14 15 16 17 18 19 20 21 22 23 24 25 26 20 21 22 23 24 25 26 27 28 29 30 31 27 28 29 30 31 Note No calls are available in the callstore before 22 39 54 on
107. y Then enter the phone number or e Enter the phone number and then press the Dial soft key Using the optional headset e With the headset connected press any assigned line key or the New Call soft key Then press Q and then enter the phone number or e Enter the phone number and then press Q During a call you can alternate between modes by pressing the Headset or Speakerphone keys or picking up the handset Answering Calls Using the handset gt gt Pick up the handset Using the speakerphone gt gt Press one of the following the flashing line key or the Answer soft key Using the optional headset gt gt Press Q You can ignore a call by pressing the Reject soft key Ending Calls To end a call press the End Call soft key Or depending on the mode you are using press or replace the handset Muting the Microphone During a call press 4 Mute applies to all modes You can hear all other parties while Mute is enabled but the other parties cannot hear you To turn off Mute press again Holding and Resuming Calls During a call press taa or the Hold soft key The line key flashes red To resume the call on hold press one of the following ti the Resume soft key or the line key The line key glows green again POLYCOM Advanced Teleconferencing Solutions Redialing Numbers To call the last number you dialed press il 7 Transferring Calls To tr
108. y s identification from BroadWorks or Outlook directories Answer Call In the toolbar click Answer or click the Call Notification window Blind Transfer Calls can be blind transferred while active held or ringing In 1 Call the destination number This automatically puts the first party on hold if the first party is not already on hold 2 Click Transfer D lt Consulted Transfer Calls can be transferred with consultation while active held or ringing in on your phone 1 Call the destination number This puts the first party on hold 2 Wait until the called party accepts your call and then click Transfer gt lt to connect the parties End Call You can end incoming and outgoing calls from the toolbar and from Te Call Notification window Click End Plon the toolbar or click End Call ss In the Call a eloni window Save vCard To save the caller s phone number and personal information as a vCard in Outlook in the Call Notification click Add vCard Web Screen Pop To open a URL in your browser for an Incoming call click Web Pop URL the Call Notification window This opens a page in your browser window that contains information about the calling party encoded in Its URL Hold Call 1 M the Call Selector list select the call to hold 2 Click Hold DE Unhold Call 1 Onthe Call Selector list select the held call 2 Click Answer Initiate Conference You can Initiate a confe
109. y transferred from the host SoundPoint IP 601 phone to Expansion Modules upon connection Units may be plugged and unplugged hotswapped at any time to a live SoundPoint IP 601 host phone The welcome logo will appear on the display as soon as each Expansion Module is detected After a brief period this will disappear and the Expansion Module can be configured for lines speed dials or Directory Numbers as desired Example shown at left Check with your system administrator if any errors appear during the configuration process or If a specific configuration is required for your application For further instructions on how to use your new SoundPoint IP Expansion Module for line or speed dial capability please consult the User Guide SoundPoint IP 601 for SIP LE Si ODS ae ALL Cisco 301 Phone Getting to Know the Cisco SPA 301 IP Phone 1705 Phone Feature 1 Handset 2 Message Waiting Status Indicator 3 Ringer button 4 Voice mail button 5 Flash button 6 Redial button 7 Volume button 8 Keypad Using Your IP Phone frotte CISCO Description Pick up to place or answer a call The LED color indicates the phone or message status A solid red LED indicates that you have a new voice mail message See the Cisco Small Business IP Phone SPA 300 Series User Guide SIP or the Cisco Unified Communications Manager Express for the Cisco Small Business IP Ph
110. you can also do the following e To remove the call from the list press the Clear soft key e To store the contact in your Contact Directory press the Save soft key e To view detailed information about the call press the Info soft key Customising your phone Updating Contact Directory To add a contact 1 Press Directories then select Contact Directory 2 Press the More soft key then press the Add soft key 3 Enter the contact information use the Up and Down arrow keys to scroll between fields e Optional Enter the first and last name of the contact Press the 1 A a soft key to select numeric uppercase and lowercase modes e Required Enter the contact s phone number e Optional Change the speed dial index number The contact is automatically assigned the next available number e Optional Set the ring type refer to Updating Ring Type 4 Press the Save soft key You can also add contacts to your Contact Directory from call lists refer to Using Call Lists To edit a contact 1 Press irectoies and then select Contact Directory 2 Scroll to the contact whose information you want to update and then press the Edit soft key 3 Update the contact information For information on the fields you can update refer to step 3 In the previous section 4 Press the Save soft key To search for a contact 1 Press irectoies and then select Contact Directory 2 Press the Search soft

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