Polycom SoundPoint IP 670 VoIP Phone User Guide

Polycom SoundPoint IP 670
Quick User Guide

Quick User Guide
for 8×8 Virtual Office

Applies to phones running Polycom Software 3.2.3.x.
NAVIGATION
Scrolling
Step in/out of menus, toggle enabled/disabled:
Enter/Select:
Back/Delete:

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 hands-free Speakerphone:
With the handset on-hook, press any assigned line key, or the Newhall softkey. Then dial the number.
Or dial the number, then press the Dial soft key.
Using the optional Headset:
With the headset connected, press any assigned line key, or the  Newhal l soft key.
Press and dial the number. Or dial the number, and then press
.During a call, you can alternate between handset, headset, or hands-free modes by pressing the keys or picking up the handset.

ANSWERING A CALL
Handset: Pick up the handset.
Speakerphone: Press , or the line key, or the Answer soft key.
Headset (optional): Press .
Incoming calls can be sent directly to voicemail by pressing the Reject soft key. The call can also be ignored by pressing . To turn it off, press the button again.

ENDING A CALL
Using the Handset: Hang up or press the EndCall soft key.
Using the Speakerphone: Press the EndCall soft key.
Using the optional Headset: Press the EndCall soft key.

REDIAL
Press to redial the most recently dialed number.

LOCAL CONFERENCE CALLS

To create a three-way local conference call:

1. Call the first party.
2. Press the Conference 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 the Conference soft key again to join all parties in the conference.

Conference Behavior:
Placing the conference call on hold will place the other conference parties on hold.
Pressing the Split soft key will split the conference into two separate calls on hold.
A conference may be created between an active call and a call on hold by pressing the Join soft key.

CONFERENCE BRIDGE

To call into a conference:

1. Find the ConfServ soft key by pressing the More soft key.
2. Follow the Conference Bridge voice prompts.

CALL TRANSFER

1. During a call, press or 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. After speaking with the second party, press   or the Transfer 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 by pressing the Cancel soft key.

CALL FORWARDING

8×8 recommends using online call forwarding instead of phone-based call forwarding so your call forwarding instructions are stored online instead of on your phone. If you set your call forwarding rules on your phone, they will not be in effect if your phone is disconnected from an Internet connection.

To enable online call forwarding (Virtual Office):

1. Log on to your Virtual Office Online dashboard at http://virtualoffice.8×8.com
2. Select Settings then Call Forwarding, then select the My Rules tab.
3. Update your Call Forwarding Rules and press Save.
   You can return to Virtual Office Online at any time to update your Call Forwarding Rules.

To enable call forwarding (phone-based):

1. Press the Forward soft key from the phone’s idle display or press and select Features > 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. 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.
5. To disable call forwarding, perform steps 1 and 2, but select Disable.

DO NOT DISTURB

Press to prevent the phone from ringing on incoming calls. A Do Not Disturb icon appears for all lines to confirm that Do Not Disturb is enabled.
Press  again to turn off Do Not Disturb.

MICROPHONE MUTE

During a call, press . Mute applies to all modes: handset, headset, and hands- free. You can hear all other parties while Mute is enabled.
To turn off Mute, press again.

CALL HOLD AND RESUME

1. During a call, press .
2. Press again, the Resume soft key, or the line key to resume the call.

CALL HOLD AND RESUME

1. During a call, press .
2. Press again, the Resume soft key, or the line key to resume the call.

LCR – LAST CALL RETURN

1. Press the More soft key, then the LCR soft key.
2. You can pick up the handset first, then press LCR to place the call on your handset

INTERCOM

1. Press the More soft key, then the Intercom soft key.
2. Dial the number you wish to Intercom to and then press the Enter soft key.
   If you are receiving an intercom call, the phone rings, then automatically connects to your speakerphone.

AUTO ATTENDANT

To access the Auto Attendant:

1. Press the AA soft key. (Press the More soft key if the AA softkey is hidden.)
2. Follow Auto Attendant voice prompts.

CALL PARK
During a call, press the More soft key, then the Park soft key. A recording will tell you which extension the call is parked on (your other party is placed on hold until the parked call is picked up).
To pick up a parked call, just dial the extension the call is parked at.

CORPORATE DIRECTORY

1. Press Menu and select Applications then select Apps Home, then Corporate Directory Listing.
2. Browse up and down the directory list and select the person you wish to call (speed dial).

CORPORATE DIRECTORY SEARCH
For long directories, you can search for a user in the directory and then select their name to speed dial them.

1. Press Menu and select Applications, then Apps Home then Corporate Directory Search.
2. Input name, extension, or other data into the search field, then scroll down and select Search.
3. Select the matching entry to a speed dial the user (or select Back to do a new search).

CALL LISTS
Press 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:

1. Info to view detailed call information.
2. Save to store the contact to the Contact Directory.
3. Clear to delete the call from the list.
   Press the Back and Exit soft keys to return to the idle display.

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 Messages and then the Connect soft key.
2.  Follow the voice prompts to listen to messages.

TRANSFER CALL TO VOICEMAIL

1. During a call, select the xferVM soft key.
2. Enter the extension of the person you want to transfer the caller to.
3. The caller is transferred directly to the voicemail box at that extension.

CALL RECORD ON/OFF (Virtual Office Pro users only)
Call Record On/Off is available to Virtual Office Pro users when the Call The recording feature is set to Record
Calls On Demand.

1.  To turn on Call Recording during a call, press the More soft key to find the CallRecrd soft key.
   You will see a Recording is On confirmation message on the phone screen.

2. To turn Call Recording off, press the Exit soft key, then press the More softkey to find the CallRecrd softkey again.
   Once you press the CallRecrd softkey, you will see a Recording is Off confirmation message.

CALL QUEUE IN/OUT (Call Queue Users Only)
Phones in 8×8 Call Queues can log in and out of Call Queues if the Call Queue Admin has granted log in/out permission to the user.

1. To enter or exit a Call Queue, press Menu and select Applications > Apps Home (or if you just recently used Call Queue, you can select Apps Continue ).
2. Select Call Queues > Log In All to enter all your Call Queues (or Log Out to exit your Call Queues).
   If you are not a member of a Call Queue set up by your administrator, you will get a message saying you do not belong to any Call Queues.

SPEED DIALING
To assign a speed dial index, see the CONTACT DIRECTOR Y section.
To dial a contact assigned to a line key, press the corresponding line key.

CUSTOMIZING YOUR PHONE

CONTACT DIRECTORY
To add a contact on your local phone directory:

1. Press , and then select Contact Directory.
2. Press the More soft key, then the Add soft key to enter another contact into the phone’s database.
3. Enter the first and/or the 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).
5. Change the Speed Dial Index if desired. It will automatically be assigned to 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 the Exit soft keys to return to the idle display.

Contacts can be easily added from Call Lists. For more information, see the CALL LISTS section above.

To search for a contact:

1. Press, 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 for the 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 press to return to the idle display.

VOLUME ADJUSTMENT
Press the volume keys to adjust the handset, headset, and handsfree speaker volume during a call. Pressing these keys in idle state adjusts the ringer volume.

RING TYPE
You can select different rings to match your preferences and distinguish between calls on lines.
To change the incoming ring:

1. Press  Menu then select Settings > Basic > Ring Type. 
2.  Use , and highlight the desired ring type. Press the Play soft key to hear the selected ring type.
3. Press the Select soft key to change to the selected ring type.
4. Press Menu to return to the idle display.

AUDIBLE RINGER
You can select the default alerting destination for incoming calls.
To change the audible ringer:

1. Press Menu , and then select Settings > Basic > Preferences > Alerting Destination.
2. Scroll to highlight the desired alerting destination for incoming calls.
3. Select the desired destination, and then press Menu to return to the idle screen.

DISTINCTIVE RINGING /CALL TREATMENT

You can set distinctive incoming ring 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 section).
5. Press the Save soft key or the  Cancel soft key to abandon the change, then press to return to the idle display.

HEADSET MEMORY MODE
For frequent headset users, there is an option to default all calls to the headset.
To enable Headset Memory Mode:

1. Press Menu and select Settings > Basic > Preferences > Headset > 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 selects Disabled.
To activate Headset Memory Mode:
Press twice.

MICROPHONE MUTE

During a call, press . Mute applies to all modes: handset, headset, and hands- free. You can hear all other parties while Mute is enabled.
To turn off Mute, press again.
CALL HOLD AND RESUME

1. During a call, press .
2. Press again, the Resume soft key, or the line key to resume the call.

CALL HOLD AND RESUME

1. During a call, press .
2. Press   again, the Resume softkey, or the line key to resume the call.

LCR – LAST CALL RETURN

1. Press the More soft key, then the LCR soft key.
2. You can pick up the handset first, then press LCR to place the call on your handset

INTERCOM

1. Press the More soft key, then the Intercom soft key.
2. Dial the number you wish to Intercom to and then press the Enter soft key.
   If you are receiving an intercom call, the phone rings, then automatically connects to your speakerphone.

AUTO ATTENDANT
To access the Auto Attendant:

1.  Press the AA soft key. (Press the More soft key if the AA softkey is hidden.)
2. Follow Auto Attendant voice prompts.
   CALL PARK
   During a call, press the More soft key, then the Park soft key. A recording will tell you which extension the call is parked on (your other party is placed on hold until the parked call is picked up).
   To pick up a parked call, just dial the extension the call is parked at.

CORPORATE DIRECTORY

1. Press Menu and select
   Applications then select Apps Home, then Corporate Directory Listing.

2. Browse up and down the directory list and select the person you wish to call (speed dial).

CORPORATE DIRECTORY SEARCH
For long directories, you can search for
a user in the directory and then select their name to speed dial them.

1. Press Menu and select
   Applications, then Apps Home then Corporate Directory Search.

2. Input name, extension, or other data into the search field, then scroll down and select Search.

3. Select the matching entry to a speed dial the user (or select Back to do a new search).

CALL LISTS
Press 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:

1. Info to view detailed call information.
2. Save to store the contact to the Contact Directory.
3. Clear to delete the call from the list.
   Press the Back and Exit soft keys to return to the idle display.

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 Messages and then the Connect soft key.
2. Follow the voice prompts to listen to messages.

TRANSFER CALL TO VOICEMAIL

1. During a call, select the xferVM soft key.
2. Enter the extension of the person you want to transfer the caller to.
3. The caller is transferred directly to the voicemail box at that extension.

CALL RECORD ON/OFF
(Virtual Office Pro users only) Call Record On/Off is available to Virtual Office Pro users when the Call The recording feature is set to Record Calls On Demand.

1. To turn on Call Recording during a call, press the More soft key to find the CallRecrd soft key. You will see a Recording is On confirmation message on the phone screen.
2. To turn Call Recording off, press the Exit soft key, then press the More softkey to find the CallRecrd softkey again.
   Once you press the CallRecrd softkey, you will see a Recording is Off confirmation message.

CALL QUEUE IN/OUT
(Call Queue Users Only)
Phones in 8×8 Call Queues can log in and out of Call Queues if the Call Queue Admin has granted log in/out permission to the user.

1. To enter or exit a Call Queue, press Menu and select Applications >Apps Home (or if you just recently used Call Queue, you can select Apps Continue ).
2. Select Call Queues > Log In Al l to enter all your Call Queues (or Log Out to exit your Call Queues).
   If you are not a member of a Call Queue set up by your administrator, you will get a message saying you do not belong to any Call Queues.
   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.

CUSTOMIZING YOUR PHONE

CONTACT DIRECTORY
To add a contac t on your local phone directory:

1. Press , and then select Contact Directory.
2. Press the More soft key, then the Add soft key to enter another contact into the phone’s database.
3. Enter the first and/or the 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).
5. Change the Speed Dial Index if desired. It will automatically be assigned to 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 the Exit soft keys to return to the idle display.

Contacts can be easily added from Call Lists. For more information, see the CALL LISTS section above.

To search for a contact:

1. Press , 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 for the 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 press to return to the idle display.

VOLUME ADJUSTMENT
Press the volume keys to adjust the handset, headset, and handsfree speaker volume during a call. Pressing these keys in idle state adjusts the ringer volume.

RING TYPE
You can select different rings to match your preferences and distinguish between calls on lines.
To change the incoming ring:

1. Press Menu then select Settings > Basic > Ring Type.
2. Using , highlight the desired ring type. Press the Play soft key to hear the selected ring type.
3. Press the Select soft key to change to the selected ring type.
4. Press Menu to return to the idle display.

AUDIBLE RINGER
You can select the default alerting destination for incoming calls. To change the audible ringer:

1. Press Menu , and then select Settings > Basic > Preferences > Alerting Destination.
2. Scroll to highlight the desired alerting destination for incoming calls.
3. Select the desired destination, and then press Menu to return to the idle screen.

DISTINCTIVE RINGING / CALL TREATMENT
You can set distinctive incoming ring 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 section).
5. Press the Save soft key or the Cancel soft key to abandon the change, then press to return to the idle display.

HEADSET MEMORY MODE
For frequent headset users, there is an option to default all calls to the headset.
To enable Headset Memory Mode:
1. Press Menu and select Settings > Basic > Preferences > Headset > 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 Disabled.
To activate Headset Memory Mode: Press twice.

1.888.808.6111
www.telesystem.us

References

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