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Executive Options

As an executive, you can view a list of assigned assistants, filter calls to assistants assigned to your line, and set criteria for
filtered calls on your line.

Filter Executive Calls

Executives can enable Call Filtering on their phones to send all executive calls directly to an assistant to answer, and the
executive is not alerted of the incoming call.

Task

1 On the Home screen of the executive’s phone, select Executive.
2 Select Call Filtering then select On.

Set a Filter Criteria for Filtered Calls

Executives can determine which types of calls are filtered to an assistant by choosing whether to filter all calls, internal
calls, external calls, or calls as specified in an extended filter, which executives can create and edit in the Cisco BroadWorks

BroadCloud portal.

Task

1 On the Home screen of the executive’s phone, select Executive.
2 Select Filter Criteria.
3 Choose one of the following:

• All Calls
• Internal Calls
• External Calls
• Extended Filter

Screen Executive Calls

Executives can enable Call Screening, which displays the incoming call notification for all filtered executive calls on the
executive's phone.

Call Screening is only available when Call Filtering is enabled.

Task

1 On the Home screen of the executive’s phone, select Executive.
2 Select Call Screen then select On.

View a List of Assigned Assistants

Executives can view a list of assigned assistants and see which assistants have opted-in or out of accepting filtered calls for
the executive.

Task

1 On the Home screen of the executive’s phone, select Executive.
2 Select Assigned Assistants.

Assistant Options

Assistants can monitor an executive's calls, place calls on behalf of an executive, filter and divert executive calls, and opt-in
or out of monitoring calls for an executive.

Answering Executive Calls

Assistants can answer, reject, or ignore any executive calls.

When a call is placed to an executive's line and Call Filtering is enabled, the call is displayed on the assistant's phone only.
Incoming call notifications for an executive call display with the executive's name in the notification on the assistant's
phone.

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Summary of Contents for Edge E Series

Page 1: ...Poly Edge E Series User Guide 8 0 0 June 2022 3725 47487 001 D R A F T ...

Page 2: ...ting Started 37 Logging In to Your Poly Edge E Series Phone 37 Log In to a Phone 37 Log Out of the Phone 37 Log In to a Host Phone as a Guest 37 Log In to a Guest Automatic Call Distribution Phone 38 Change Your Login Password 38 Locking Your Phone 38 Lock Your Phone 39 Unlock the Phone 39 Finding Phone Information 39 Password Required to Access Basic Settings 39 Access Help and Support Informatio...

Page 3: ...recting Incoming Calls 51 Forwarding Incoming Calls to a Contact 51 Divert Calls to a Contact 52 Transferring Calls 52 Choose a Default Transfer Type 52 Transfer a Call 52 Cancel a Transfer 53 Redialing Calls 53 Redial a Number 53 Redial a Contact when the Contact is Available 53 Managing Calls 53 Display Calls 53 Manage Calls 53 Placing Intercom Calls 54 Place an Intercom Call 54 Place an Interco...

Page 4: ...4 Using the Watcher List 65 View Your Watcher List 65 Block Contacts from Viewing Your Status 65 View the Blocked Contacts List 65 Unblock a Contact 65 Directories 66 Using the Directories 66 Add a Contact to the Contact Directory 66 Add Corporate Directory Contacts to the Local Directory 67 View Contact Information 67 Update Contact Information 67 Delete a Contact from the Contact Directory 67 Se...

Page 5: ...ng a Call 81 Using Bluetooth Headsets 81 Connect a Bluetooth Headset to Your Phone 81 Managing Calls with Your Bluetooth Headset 82 Enable Headset Echo Cancellation 82 Using Electronic Hookswitch 82 Setting the Headset Base Unit Options 82 Enable Electronic Hookswitch 83 Change the Headset Mode 83 Controlling Calls with Electronic Hookswitch 83 Disconnect the Electronic Hookswitch 83 Poly Headset ...

Page 6: ...Reject Anonymous Calls 97 UC One Simultaneous Ring 97 Create a Personal Ring Group 98 Add Numbers to Your Simultaneous Ring List 98 Delete Numbers from the Simultaneous Ring List 98 Managing UC One Favorites and Contacts 98 UC One Contacts Presence Information 99 Viewing UC One Contacts and Favorites 99 View Aggregated Self Presence for Cisco BroadWorks Lines 100 Filter UC One Favorites 100 Search...

Page 7: ...een Saver 115 Use Personal Photos as Screen Saver 116 Disable the Screen Saver 116 Maintenance 117 Updating the Phone Software 117 Update the Phone Configuration 117 View Software Details 117 Update the Phone Software 117 Resume a Postponed Software Update 117 Postpone Software Updates 117 Exit the Software Update Notification 118 Rebooting or Resetting Your Phone 118 Reboot Your Phone 118 Reset t...

Page 8: ... from any online device The Poly Community provides access to the latest developer and support information Create an account to access Poly support personnel and participate in developer and support forums You can find the latest information on hardware software and partner solutions topics share ideas and solve problems with your colleagues The Poly Partner Network is a program where resellers di...

Page 9: ...50 line keys You can add more line keys to Edge E400 Series and Edge E500 Series phones by attaching a Poly Edge E Expansion Module one for the Edge E400 Series and up to two for the Edge E500 Series A single expansion module supports up to 66 additional lines Poly Edge E100 and Edge E220 Features and Capabilities This section describes the features and capabilities of Poly Edge E100 and Edge E220...

Page 10: ...eatures such as voicemail paging and Push to Talk Poly Computer Audio Connector which plays computer audio through your phone and lets you use your phone as an HD speakerphone Assigning functions to user selected keys Updating phone software in the background On models that support Bluetooth pairing with Bluetooth enabled devices and synchronizing phone book contacts with your mobile phone On mode...

Page 11: ... E220 Phones Hardware Overview The following figure displays the hardware features on Poly Edge E100 and Edge E220 phones The table lists each numbered feature shown in the figure Poly Edge E100 and Edge E220 phone hardware features front Poly Edge E100 and Edge E220 Phone Hardware Feature Descriptions Front Reference Number Feature Description 1 LED bar Provides call and phone status information ...

Page 12: ...or select a field of displayed data 7 Home key Display the Home screen from other screens or display the Lines and Calls screen from the Home screen 8 Hold key Hold an active call or resume a held call 9 Forward Transfer key Forward or transfer an active call to a selected contact 10 Volume keys Adjust the volume of the handset headset speaker and ringer 11 Headset key Place and receive calls thro...

Page 13: ... phone so you can secure it to a desktop 2 Wall mount block retaining slots Attach the wall mount block to the phone 3 Stand connection slots Attach the stand to the phone This enables the phone to sit at a 30 or 60 degree angle 4 USB port Attach a USB flash drive a USB headset or a compatible camera 5 Power port Connect the phone to a power outlet 6 Network port Connect the phone to a PoE support...

Page 14: ...ne 9 Handset port Connect a handset to the phone 10 Handset cable slot Holds the handset cable away from the phone base Poly Edge E300 Series Phones Hardware Overview The following figure displays the hardware features on Poly Edge E300 Series phones The table lists each numbered feature shown in the figure Poly Edge E300 Series phone hardware features front 14 D R A F T ...

Page 15: ...field of displayed data 7 Home key Display the Home screen from other screens or display the Lines and Calls screen from the Home screen 8 Hold key Hold an active call or resume a held call 9 Forward Transfer key Forward or transfer an active call to a selected contact 10 Volume keys Adjust the volume of the handset headset speaker and ringer 11 Messages key Access and manage instant and voice mes...

Page 16: ... 1 Stand connection slots Attach the stand to the phone This enables the phone to sit at a 30 or 60 degree angle 2 USB port Attach a USB flash drive a USB headset or a compatible camera 3 Power port Connect the phone to a power outlet 4 Network port Connect the phone to a PoE supported Ethernet port 5 Headset port Connect a headset to the phone 16 D R A F T ...

Page 17: ...swer and end calls 9 Security slot Attach a universal security cable lock to your phone so you can secure it to a desktop 10 Handset cable slot Holds the handset cable away from the phone base 11 Headset cable slot Holds the headset cable away from the phone base Poly Edge E400 Series Phones Hardware Overview The following figure displays the hardware features on Poly Edge E400 Series phones The t...

Page 18: ...ription 1 Surround lighting bar Provides call and phone status information 2 Line keys Select a phone line view calls on a line or quickly call a favorite contact 3 Softkeys Select context sensitive keys that display along the bottom of the screen 4 Pagination key View additional line screens 5 Back key Return to the previous screen 18 D R A F T ...

Page 19: ...lected contact 11 Volume keys Adjust the volume of the handset headset speaker and ringer 12 Dialpad Enter numbers letters and special characters Use the dialpad keys to select menu items that have index numbers 13 Headset key Place and receive calls through a headset 14 Speakerphone key Provides ringer and speakerphone audio output 15 Mute key Mute or unmute the microphone during an active call 1...

Page 20: ...phone This enables the phone to sit at a 30 or 60 degree angle 2 USB port Attach a USB flash drive a USB headset or a compatible camera 3 Power port Connect the phone to a power outlet 4 Network port Connect the phone to a PoE supported Ethernet port 5 Computer connection network port Connect a computer through your phone for network access 6 Headset port Connect a headset to the phone 20 D R A F ...

Page 21: ...iversal security cable lock to your phone so you can secure it to a desktop 10 Handset cable slot Holds the handset cable away from the phone base 11 Headset cable slot Holds the headset cable away from the phone base Poly Edge E500 Series Phones Hardware Overview The following figure displays the hardware features on Poly Edge E500 Series phones The table lists each numbered feature shown in the ...

Page 22: ...ription 1 Surround lighting bar Provides call and phone status information 2 Line keys Select a phone line view calls on a line or quickly call a favorite contact 3 Softkeys Select context sensitive keys that display along the bottom of the screen 4 Pagination key View additional line screens 5 Back key Return to the previous screen 22 D R A F T ...

Page 23: ...call 9 Forward Transfer key Forward or transfer an active call to a selected contact 10 Volume keys Adjust the volume of the handset headset speaker and ringer 11 Dialpad Enter numbers letters and special characters Use the dialpad keys to select menu items that have index numbers 12 Messages key Access and manage instant and voice messages 13 Headset key Place and receive calls through a headset ...

Page 24: ...phone to sit at a 30 or 60 degree angle 2 USB ports Attach a USB flash drive a USB headset or a compatible camera 3 Power port Connect the phone to a power outlet 4 Network port Connect the phone to a PoE supported Ethernet port 5 Computer connection network port Connect a computer through your phone for network access 6 Headset port Connect a headset to the phone 7 Handset port Connect a handset ...

Page 25: ...onal lines You can connect one Edge E EM to an Edge E400 Series phone and up to two Edge E EMs to an Edge E500 Series phone See the Quick Start Guide for the Poly Edge E400 E500 Series Expansion Module at the Poly Online Support Center Note Edge E500 Series phones support a second EM when 802 3at PoE is available or when a PSU is connected Each Edge E EM has 22 line keys and three pages of lines t...

Page 26: ...nt tab When connecting one EM inserts into the alignment tab slot on the phone When connecting a second EM on an E500 Series phone inserts into the alignment tab slot on the first EM 2 EM connector Connects the EM to the phone On an E500 Series phone also connects a second EM to the first EM 3 Line keys Selects available line key contacts functions and assignments 26 D R A F T ...

Page 27: ...the remote party placed the call on hold Solid Red Indicates the phone of a monitored busy lamp field contact is placing a call or is in a call Flashing Red Indicates a held call Flashing Green and Red Indicates the phone of a monitored busy lamp field contact is on an active call or is receiving an incoming call 5 Color Display Displays line numbers monitored contacts contacts presence and favori...

Page 28: ...f a second EM is not connected you can use this port to connect a USB headset You can also connect a USB headset to this port when an EM is connected to an E400 Series phone 2 Stand or wall mount connection slots Attach a desk stand or wall mount accessory to the EM 3 Alignment tab When connecting one EM inserts into the alignment tab slot on the phone When connecting a second EM on an E500 Series...

Page 29: ...derstand important information about the state of your phone Poly Edge E Series Phone Screens Your Poly Edge E Series phone has screens that provide access to functions features and information about the phone Home Screen Overview The Home screen displays information about calls line keys and phone status You can also make calls and access phone features settings and information from the Home scre...

Page 30: ...Edge E100 Home Screen Edge E220 Home Screen 30 D R A F T ...

Page 31: ...Edge E300 Series and E400 Series Home Screen 31 D R A F T ...

Page 32: ...Edge E500 Series Home Screen 32 D R A F T ...

Page 33: ...atures and information The Home Screen softkeys may vary depending on administrator or service provider configurations Call Screens Overview Call screens display the status of incoming outgoing and active calls You can access these screens on the Home screen Incoming call Outgoing call 33 D R A F T ...

Page 34: ...s Phones Poly Edge E Series phones have various icons and status indicators that display the status of the phone whether you are in a call or if the phone is idle The following table displays the phone icons and status indicators that display on Poly Edge E Series phones 34 D R A F T ...

Page 35: ...l Wi Fi connected Incoming call Wi Fi disconnected Active conference USB connected Placed call Storage media idle Received call Storage media busy Missed call Presence status Available Phone warning Presence status Online Shared line Presence status Offline Shared line with a held call Presence status Not logged in Call forwarding enabled Presence status Wrap up New message Busy Lamp Field Icons T...

Page 36: ... States Line Icons Monitored line is idle Monitored line is busy Monitored line is on hold Monitored line is unregistered Monitored line is set to Do Not Disturb Monitored line has an incoming call 36 D R A F T ...

Page 37: ...ur directory Any settings you change while logged in on a public phone commit to your profile and display the next time you log in to any phone Task 1 If you see the User Login screen proceed to the next step 2 Enter your user ID and password and select Log In Your personal profile displays when you enter the correct login credentials If you enter incorrect credentials a message indicating that yo...

Page 38: ... to a host phone as a guest user the Use Host softkey isn t available If your system administrator enables Hoteling you don t need to log in as a guest before you log in to your ACD account Task Do one of the following If you see the Agent Sign In screen sign in If you don t see the Agent Sign In screen press the ASignIn softkey or go to Settings Features Agent Sign In Sign In Log Out of a Guest A...

Page 39: ... select Allow ringing when locked the default setting if you want your phone to ring when you have an incoming call When you choose this option you can answer a call by entering your user password or guest PIN 3 Select Lock Your phone is locked Tip You can quickly lock your phone by selecting the Lock softkey When you do this you can t choose how to handle incoming calls Your phone uses the defaul...

Page 40: ...les you to enter numbers or text in title case lowercase or uppercase characters Encoding Enables you to enter characters from foreign languages The following table lists the Mode and Encoding options for the dialpad and the onscreen keyboard Mode and Encoding Options Mode Options Encoding Options Abc to capitalize the first letter only and use lowercase for the remaining letters Abc ABC to enter ...

Page 41: ...rrow keys to position the cursor to the right of the character or drag your finger across the characters until the cursor is positioned to the right of the character s you want to delete Press the Delete key or press the softkey Entering Chinese Characters with PinYin The PinYin text input feature uses Nuance XT9 Smart Input to enable you to enter Chinese characters into text fields using the phon...

Page 42: ...Basic Preferences 2 Select Audible Ringer and select a location to hear sound effects Set a Ringtone for Incoming Calls Select unique ringtones for incoming calls on different lines on the phone The default ringtone is Low Trill Task 1 Go to Menu Settings Basic 2 Select Ring Type 3 On the Ring Type screen select a ringtone 4 Optional Press the Play softkey to hear the ringtone 5 Press the Select s...

Page 43: ...oustic Fence setting is only available when enabled by the system administrator Task 1 Go to Menu Settings Basic Preferences 2 Select Acoustic Fence and select Enable Note This option is only available when enabled by the system administrator Mute and Unmute the Microphones Mute the phone so other parties can t hear you Unmute your audio when you re ready to speak and let others on the call hear y...

Page 44: ...g outgoing active or held calls Indicators also alert you of the device s status and when features are enabled TTY support Poly endpoints support commercial TTY devices such as Ultratec Superprint and provide acoustic coupled TTY support Users with Limited Mobility Poly phones include features that enable users with limited mobility to use the phone The following table lists the accessibility feat...

Page 45: ...at you can press to answer and end calls Tactile discernible number feature and navigation keys Keys on the phone console are discernible by their size and shape Illuminated feature keys Many feature keys illuminate when activated to alert you when a feature is enabled Microphone mute An audible alert plays when you mute or unmute the microphones using any of the Mute keys on the device or far end...

Page 46: ...m administrator to find out if this feature is enabled for your phone Customize the Text Style Make the onscreen text larger or bold Task 1 Go to Menu Settings Accessibility 2 Select Text Style 3 Do one of the following To increase the text size select Large To make the default text bold select Bold To restore the default text size and weight select Normal 4 Press the Select softkey 46 D R A F T ...

Page 47: ...of the ongoing call Completed call costs the total cost of the call after the call ends Call Precedence and Preemption If your administrator has enabled call precedence and preemption your outgoing calls are assigned a precedence level If you are in an active call and receive a new call with a higher precedence your active call is preempted ended If your call is preempted your phone plays a preemp...

Page 48: ...ne keys on expansion modules connected to supported Edge E Series Task Do one of the following Press a line key corresponding to an available line and dial the number Press the line key of the assigned favorite you want to call The call is placed and is displayed on your phone s screen Place a Call from a Locked Phone When the phone is locked you can place outgoing calls only to emergency numbers ...

Page 49: ...a call waiting tone beeps and the Incoming Call screen displays Task Select Answer The active call goes on hold and the incoming call becomes active Answer a Call from an Expansion Module You can answer calls using the line keys on your phone or from a connected expansion module Task Press the expansion module line key that has the flashing green LED indicator Answer a Call on a Locked Phone You c...

Page 50: ...s you to set your phone to automatically reject calls when you don t want to be interrupted When you enable DND you see the following The DND icon displays in the status bar When the phone is idle the DND icon displays next to your phone line When the administrator enables hybrid line registration on the phone you can choose All to enable DND on all the registered lines If you have new messages or...

Page 51: ...all incoming calls to a specific contact or divert calls from a specific contact to another contact Forwarding Incoming Calls to a Contact You can forward incoming calls to one of your contacts Forward a Call Forward an incoming call to a contact Task On the Incoming Call screen press the Forward softkey Forward All Incoming Calls to a Contact You can set up your phone to automatically forward inc...

Page 52: ...ontact Use one using the following transfer types Blind transfer Transfers the call directly to another line without speaking with the other party first Consultative transfer Enables you to speak with the other party before completing the transfer Choose a Default Transfer Type Your phone is preconfigured to use consultative as the transfer type but you can choose the default transfer type to use ...

Page 53: ...can choose to call the contact from the notification Check with your system administrator to find out if this feature is available on your phone Task When the contact availability notification displays select Dial Managing Calls You can see the number of calls on the line from the Home screen A green light on the line key indicates a line with an active call and a red light indicates a line with o...

Page 54: ...r select a contact 3 Select Dial The phone plays a tone and the contact s phone answers the call automatically 4 After your contact answers the call speak your message and select End Call Place an Intercom Call During a Call Place an intercom call to another contact during an active call Task 1 Select Hold Intercom The active call goes on hold and the dialpad displays 2 Enter a number or select a ...

Page 55: ...kerphone Your system administrator sets how many times the phone rings before it automatically answers the call The phone doesn t automatically answer a call until you place your current call on hold or end it Task 1 Go to Menu Settings Basic Preferences 2 Select Auto Answer 3 Select Auto Answer SIP Calls and select Yes 4 Select Microphone Muted and choose Yes the default setting to mute the micro...

Page 56: ...s are added to a conference call Join Calls to Create a Conference Call Join one active call and one held call into a conference call If you have an active call and one or more held calls you can join the active call and one of the held calls into a conference call Task 1 If you have multiple held calls select the call you want to include in the conference call 2 Select the Join softkey The active...

Page 57: ...ll Split a Conference Call Splitting a conference call ends the conference and places the participants on hold in individual calls You can then resume one of the held calls Task During a conference call select the Split softkey 57 D R A F T ...

Page 58: ...received calls list of all phones Hold a Call Privately on a Shared Line You can hold a call privately on a shared line The line displays busy status on the other phones on the shared line By default when you hold a call on a shared line all of the phones registered with that line display the call s held status When your administrator enables Private Hold the Pvt Hold softkey displays You can hold...

Page 59: ...eived and placed calls Task 1 Do one of the following 2 Sort Recent Call Entries You can sort recent calls in ascending or descending order by time or contact name Task 1 Do one of the following 2 Select More Sort 3 Choose one of the following Time Name 4 Under Order choose one of the following Ascending Descending When you sort calls by time Ascending sorts by oldest call first and Descending sor...

Page 60: ...Delete a Recent Call Entry Delete any recent call entry from the Recent Calls list Task 1 Do one of the following 2 Do one of the following Select the call record Navigate to the call record and then select Information 3 Select Delete Save a Recent Call Entry Save a Recent Call entry to the Contact Directory Task 1 Do one of the following 2 Do one of the following On the Home screen press the Dire...

Page 61: ...k 1 On the phone go to Settings Basic Clear Uploaded Calls Directory 2 Select Yes Restrict Call Log and Contact Uploads By default the phone stores your call logs and saved contacts If desired restrict the phone from uploading your call logs and contacts to the server Task 1 On the phone go to Settings Preferences Basic Restrict Calls Directory Upload 2 Select Enable 61 D R A F T ...

Page 62: ...ne to add the favorite to the secondary screen select Location and then select Secondary The favorite is added to the primary screen by default Reorder Favorites Change the order your favorites display on the Home screen Task 1 Go to Directories Contact Directory 2 In the Contact Directory select a contact 3 On the Contact Information screen select Edit 4 On the Edit Contact screen select Favorite...

Page 63: ...t Favorites 3 Select a contact on the list to view details about that contact View Favorites on the Home Screen You can view the details for a favorite from the Home or Lines screen Task 1 Press the Home key to go the Home screen 2 Long press the line key next to a contact to view information about that contact Calling Favorites Call favorite contacts from the Favorites list or from your Home or L...

Page 64: ... to the people watching you such as if you are in a call if you enabled Do Not Disturb on your phone or if your phone is offline because you restarted it Update Your Buddy Status You can update your status on your phone so that contacts can monitor your status from their phones Your updated status is displayed in the status bar on your phone and your contacts are automatically notified of your new...

Page 65: ...can t watch your status and the contact displays in your Blocked List Task 1 In the Contact Directory select a contact 2 On the Contact Information screen select Edit 3 From the Edit Contact screen select Block Buddy Enabled 4 Select Save View the Blocked Contacts List Contacts who can t monitor your phone status are added to the Blocked List Task 1 Go to Settings Features Presence A list of conta...

Page 66: ...ds are optional You can provide the following information for each contact Contact Information Options Option Description First Name Your contact s first name Last Name Your contact s last name Contact Your contact s phone number Job Title Your contact s position Email Your contact s personal or work email address Favorite Index An index number that allows your contact to display in your Favorites...

Page 67: ... you add a contact to the contact directory update the contact s information Task 1 Do one of the following On the Home screen press the Directories softkey and then select Contact Directory Go to Menu Directories Contact Directory 2 In the Contact Directory select a contact 3 Do one of the following Select the contact Navigate to the contact and then select Information 4 On the contact informatio...

Page 68: ... your search criteria and select Submit 2 Choose a contact and select View to view the contact s information Perform an Advanced Search of the Corporate Directory An advanced search enables you to choose to search for contacts by first name last name or phone number Task 1 Go to Directories Corporate Directory 2 In the Corporate Directory select AdvFind 3 In the search field enter your search crit...

Page 69: ...n search for and call contacts from the Search screen in your directory on your phone Task 1 Go to Directories and select a directory 2 Select Search enter your contact s first or last name and select Search 3 Do one of the following Navigate to the contact and then select Dial Select the ontact On the Contact Card select Dial Automatically Reject Calls from a Contact Send incoming calls from a pa...

Page 70: ...mail in the Message Center on your phone Note For information on remotely accessing your voicemail contact your system administrator or service provider Task 1 Go to Messages 2 Select Message Center 3 Optional If you have multiple lines on your phone select a line 4 From the Messages screen select Connect and follow the prompts to access your messages Remove the Message Alert If you don t want to ...

Page 71: ...select a message and select Reply 4 Enter a message and select Send Delete Instant Messages Delete old instant messages from your phone to reduce memory consumption Task 1 Go to Messages 2 Select Instant Messages 3 Select a message and select Delete Broadcasting Messages with Group Paging Group paging lets you send pages one way audio announcements to contacts subscribed to a page group Your admin...

Page 72: ...25 emergency pages When you enable Do Not Disturb you only receive emergency pages Nonemergency pages don t display or play on your phone When you receive a page the page always plays through the phone s speakerphone You can t play a page through your handset or headset Listen to a Page During an Active Call Pages received during an active call defer or automatically play depending on the page pri...

Page 73: ...roup Subscriptions 3 From the Group Subscriptions screen select the group you want to subscribe to 4 Select Yes Play Pages During Active Calls Configure the phone to play incoming pages during active calls The page interrupts calls and you can listen to both the audio of the call and the page simultaneously This setting is disabled by default When disabled your phone doesn t play pages while you a...

Page 74: ...of the following channels Default channel Most recent channel you sent a broadcast on Other channels available for broadcast 3 Press and hold Talk to start the broadcast Important Be sure to hold Talk throughout the entire broadcast A transmitting beep plays and the phone displays the channel information 4 When you finish your broadcast do one of the following Release Talk The broadcast temporaril...

Page 75: ... broadcast enters a 10 second waiting period During this period the channel remains open to receive or send additional broadcasts Task 1 During the 10 second waiting period press and hold Talk 2 Begin talking The phone sends the broadcast all people listening on the channel 3 When you finish talking release Talk The broadcast enters another waiting period until someone broadcasts again If no activ...

Page 76: ...ou subscribe to a channel you can send and receive PTT broadcasts on that channel Task 1 Go to Settings Basic Preferences Paging PTT Configuration 2 Select PTT Push to Talk Channel Subscriptions 3 In the Channel Subscriptions screen select the channel you want to subscribe to 4 Select Yes Play PTT Broadcasts During Active Calls Enable PTT broadcasts to interrupt active calls so that you can listen...

Page 77: ...hold the Pagination key to open the Paginations Options menu 3 Select Make Page N as Default The page you select becomes the default page If you select page 2 or later a white dot displays above the page indicator at the bottom of the screen This dot doesn t display when page 1 is the default page Delete a Page Delete a blank page that has been auto appended You can delete a blank page that has be...

Page 78: ...boots it can connect to a wireless network Connect to a Wireless Network After you enable Wi Fi on your phone connect to a wireless network Task 1 Do one of the following Press the Scan softkey to scan for available networks and select one to enter information as required by the network s security settings Note For a WPA2 Enterprise network select the correct authentication mode Press the Other so...

Page 79: ...phone you can use your phone as a Bluetooth speaker to answer end or reject calls Note You can pair multiple devices to your phone but only one device will connect at a time Enable Bluetooth Enable Bluetooth on your phone through the local interface However if your administrator disables Bluetooth this option isn t available Task 1 Do one of the following Go to Menu Bluetooth Go to Settings Basic ...

Page 80: ...one and device are paired Play Audio from a Bluetooth Device Use your phone as a Bluetooth speaker for music or videos played on your mobile phone or tablet Task 1 Connect your mobile phone or tablet to the phone 2 Set the phone as the audio device of your mobile phone or tablet 3 On your mobile phone or tablet choose the music or video you want to hear The audio plays through the phone s speakers...

Page 81: ... during a call the audio switches automatically from the speakerphone or the handset to the headset However depending on the settings enabled by your system administrator you may need to manually switch the audio to the headset Task 1 During a call connect a USB headset to the phone if not already connected 2 Press the Headset key The call audio is transferred to the headset Using Bluetooth Headse...

Page 82: ...o interface with the phone See your TTY device documentation for more information To use EHS you need a headset that includes a serial control interface in addition to the standard analog headset jack RJ 9 interface The serial control interface requires an EHS adapter that you can purchase from your headset manufacturer Headsets that support EHS include a base unit that connects to your phone The ...

Page 83: ...essage on the headset Controlling Calls with Electronic Hookswitch Certain connected headsets offer functions to control calls with Electronic Hookswitch After you have followed the procedures for connecting your headset and enabled EHS you can use the controls on your headset to answer mute and end calls If it s supported on your headset you can also place calls on hold See your headset s user do...

Page 84: ...can choose to hear a voice alert a single tone or a double tone Task 1 Do one of the following Go to Settings Basic PLT Hub General Go to PLT Hub General 2 Select Mute On Off Alert 3 Select one of the following alerts Voice Single Tone Double Tone Set the Mute Reminder You can set the headset to notify if the headset s microphone is muted in an active call Task 1 Do one of the following Go to Sett...

Page 85: ...aximum volume level Adjust the Headset Speaker Bass and Treble You can adjust the bass and treble settings for the headset speaker from your Edge E Series phone Task 1 Do one of the following Go to Settings Basic PLT Hub Audio Tuning Go to PLT Hub Audio Tuning 2 Select Speaker 3 Adjust the bass settings A Select Bass Equalizer B Press Up or Down to adjust the settings 4 Adjust the treble settings ...

Page 86: ...n set the dial tone of the soft phone mode to alert for an outgoing call Task 1 Do one of the following Go to Settings Basic PLT Hub Softphone Go to PLT Hub Softphone 2 Select Dial Tone 3 Select On to enable the dial tone and select Off to disable dial tone Set the Decibel Spike Limit You can limit the decibel spike threshold on the headset to eliminate sudden loud and acoustic sounds Task 1 Do on...

Page 87: ...on the phone per day to optimize the decibel limits Task 1 Do one of the following Go to Settings Basic PLT Hub Advanced Go to PLT Hub Advanced 2 Select Hours on Phone Per Day 3 Select the number of desired hours Restore Default Settings You can restore the headset default settings from your Edge E Series phone Task 1 Do one of the following Go to Settings Basic PLT Hub Restore Defaults Go to PLT ...

Page 88: ... using your Edge E Series phone Note You can t place smartphone calls from your Edge E Series phone When you pair and connect your smartphone with your Edge E Series phone you can perform the following tasks Use the Edge E Series phone to handle calls including muting the microphone and adjusting the call volume Control the volume of not long the active calls but also any audio played on the Edge ...

Page 89: ... Connector application 5 Right click the icon in the notification area and select Pair 6 Enter the pairing code shown on the phone into the dialog box on your computer 7 Select Pair If you entered the pairing code correctly a dialog box indicating that the computer successfully paired with the phone displays on your computer and the Edge E Series paired icon displays in the system tray Regenerate ...

Page 90: ...ubmit Log In to Exchange Using Web Sign in If your administrator enables Exchange calendaring log in to display and join meetings on your phone Task 1 Go to Settings Basic Exchange Sign in 2 Select Web Sign in and enter the provided URL into a browser 3 Enter the code into the Code field and select Next 4 Choose your account or enter your login credentials The Web Sign in screen disappears and you...

Page 91: ...search the Internet and view web pages From the Web Browser you can select hyperlinks enter information into text boxes and scroll through web pages There are scrolling indicators on the screen indicating your position on the web page Open the Web Browser When you open the Web Browser a toolbar with navigation and editing soft keys display for three seconds along the bottom of the screen Use the n...

Page 92: ...sports news weather stock and traffic View information feeds from the idle screen and the Launch Pad When you view feeds your phone may enter an idle state If you set up a screen saver the screen saver displays when your phone is idle Access the Launch Pad Access the Launch Pad from the Applications menu Task Press the Applications key The Launch Pad s main window displays Open Applications The Pi...

Page 93: ... main window Task Press the Home or LaunchPad softkey Enable My Info Portal If your system administrator has set up My Info Portal to display on your idle screen you can also see information feeds from the idle screen Before you can access the applications within My Info Portal you have to sign up for a My Info Portal account Note Information you provide when you set up an account is securely tran...

Page 94: ...lso displays for shared lines monitored contacts and for lines and monitored contacts on connected expansion modules Task During a call press Hold and dial 68 and the contact s line extension For example dial 684144 Retrieve a Parked Call When a contact parks a call on your line the status message and the Call Park icon display on your phone until the parked call is either retrieved ignored or the...

Page 95: ... one phone number to receive calls on your desk phone mobile phone or home office phone and place calls from any of these phones using one number BroadWorks Anywhere also enables you to move calls between your desk phone and mobile phone as well as perform any additional functions such as intercom calls that you would make from your desk phone Contact your system administrator or service provider ...

Page 96: ...a location 4 Select Status Disabled 5 Select Save Remove BroadWorks Anywhere Locations You can choose to remove BroadWorks Anywhere locations that you do not want to manage remote calls from anymore Task 1 Do one of the following Select UC One on the Home screen Go to Settings Features UC One Call Settings 2 Select a line 3 Select BroadWorks Anywhere and select a location 4 Select Delete Managing ...

Page 97: ... Enter the new number and select Save Reject Anonymous Calls Use the Anonymous Call Reject ACR feature on phones registered and signed on to BroadWorks servers Check with your system administrator to find out if this feature is available on your phone Task 1 Do one of the following Select UC One on the Home screen Go to Settings Features UC One Call Settings 2 Optional If your phone has multiple l...

Page 98: ...e added numbers Task 1 Do one of the following Select UC One on the Home screen Go to Settings Features UC One Call Settings 2 Select a line 3 Select Simultaneous Ring Personal Add 4 Enter an extension or phone number 5 Select Answer Confirmation Required to receive confirmation that the call was answered 6 Select Save You cannot pick up or barge in on calls answered on another phone The contact w...

Page 99: ...as favorites in the UC One client on your computer Contacts marked as favorites in the UC One client display on your phone after one minute Note If the message Authentication failure is displayed when you try to view UC One contacts make sure you provisioned the correct UC One XMPP credentials on your phone View UC One Contacts and Favorites You can view UC One contacts with presence information a...

Page 100: ...arch 3 Enter your contact s first or last name A list of search results display Cisco BroadWorks Executive Assistant The Cisco BroadWorks Executive Assistant feature enables assistants to monitor and manage calls on an assigned executive s line and enables executives to filter calls to assigned assistants and set criteria for filtered calls When your system administrator assigns you as an executiv...

Page 101: ... Filter Screen Executive Calls Executives can enable Call Screening which displays the incoming call notification for all filtered executive calls on the executive s phone Call Screening is only available when Call Filtering is enabled Task 1 On the Home screen of the executive s phone select Executive 2 Select Call Screen then select On View a List of Assigned Assistants Executives can view a lis...

Page 102: ...e to answer the call the call is returned to the assistant s phone Opt In or Opt Out of being an Assistant for an Executive As an assistant you can choose to opt in or opt out of being an assistant and monitoring calls for an executive When you opt in to being an assistant you can monitor and manage all filter calls to the executive When you opt out you no longer receive filtered executive calls a...

Page 103: ...executive is on the call When an executive silently barges in on a call the other parties are not notified no one can hear the executive s audio and the executive cannot talk to the other parties on the call Assistants cannot silently barge in on executive calls Task 1 During an active call on the executive s line press and hold the executive line key 2 Select the S Barge In soft key Access the Ca...

Page 104: ...he shared line rings on all group members phones simultaneously The call is displayed on all members screens and a green LED light flashes on the line s line key When a MADN member answers an incoming call the LED indicator on the line key for all phones changes to a steady red light to indicate the call was answered Members can also view the status of a call on the shared line by pressing and hol...

Page 105: ...de Enables privacy for an active call on a public line Privacy Release Activation PRLA code Disables privacy for an active call on a private shared line Privacy Release Cancel PRLC code Re enables privacy for an active call on a private shared line Enable Privacy Enable privacy for an active call After you enable privacy for an active call on a public shared line you can t disable privacy for the ...

Page 106: ...h enables you to search for contacts using either their first or last name or by typing a few letters or their name Task 1 Go to Directories Global Address Book 2 In the search field enter your search criteria and select Submit Perform an Advanced Search of the Global Address Book An advanced search lets you search for contacts by first or last name or phone number Task 1 Go to Directories Global ...

Page 107: ...y 2 In the search field enter your search criteria and select Submit Add Contacts to the Personal Address Book Create a new contact entry in your PAB When you add a new contact to the PAB you must enter a unique nickname that is at least one character long for each new contact If you try to save a contact without a nickname a message prompts to ask you to enter a nickname Task 1 In the Contact Dir...

Page 108: ...the reason for the failure the database state can change to out of sync Contact your system administrator if an out of sync message is displayed Editing Contacts Remotely When you edit a contact s information in the Ribbon Communications Personal Agent on your computer the contact s information is updated on the Ribbon Communications Server After the contact information is updated on the server yo...

Page 109: ...e day month or year Task 1 Go to Menu Settings Basic Preferences 2 Select Time and Date and choose one of the following options Select Clock Date to change the date format Select Clock Time to change the time format Disable the Time and Date Display If desired turn off the time and date display Task 1 Go to Menu Settings Basic Preferences 2 Select Time and Date and select Disable Backlight Intensi...

Page 110: ...ny phone activity Make sure to configure the Backlight Idle settings Task 1 Go to Menu Settings Basic 2 Select Backlight Timeout 3 Choose the number of seconds the phone is idle before the backlight dims 4 Press the Select softkey Power Saving Mode Poly phones enter power saving mode to conserve energy after being idle for a certain period of time Determine the period of time that the phone is idl...

Page 111: ...en before starting power saving mode 4 Select Save Security Settings You can view and update the security settings for your phone if your administrator enabled them Security Classification For Edge E Series phones registered with the Cisco BroadWorks Server you can view and modify the security classification level for your phone if the feature is enabled by your system administrator View the Secur...

Page 112: ... Top Secret Secret Restricted Classified A notification displays on all call participants phones informing them that the classification level of the call has changed 112 D R A F T ...

Page 113: ...fault image Task 1 Go to Menu Settings Basic Preferences 2 Select Background Default Adding Personal Photos as Your Background Upload a personal photo to replace the default background using the system web interface or using a USB flash drive When you set one of your photos as the background picture the picture is displayed as Local File in the Backgrounds list Keep in mind the following when you ...

Page 114: ...ckground You can add personal photos as your background using a USB drive Note If your phone doesn t detect the USB device when you insert it into the USB port the USB port on your phone may be disabled Contact your system administrator for assistance using the USB port Task 1 Put your photos to the root folder of a USB flash drive 2 Attach the USB flash drive to the USB port on your phone 3 Navig...

Page 115: ...ur phone Screen Savers Enable a screen saver that can either show default pictures stored on your phone or pictures stored on a USB flash drive You can stop a screen saver at any time by touching the screen After your phone is idle for the specified period of time the screen saver starts again Ask your system administrator if this feature is available on your phone Enable Screen Saver When you ena...

Page 116: ...older and enter the name of the folder you placed your photos in on the USB flash drive If you placed the photos in the root directory of your USB flash drive don t enter a folder name 5 Select Time Per Image and enter the number of seconds you want each photo to display Enter a time between 3 seconds and 300 seconds The default is 5 seconds 6 Select Save If there are no photos in the folder you s...

Page 117: ...he software update notification displays on your phone you can choose to update your phone s software at that time Task When prompted to update your software select Update The phone reboots and the software updates Resume a Postponed Software Update Manually start a software update you postponed earlier Task Press the SWUpdate soft key to start the postponed software update Postpone Software Updat...

Page 118: ... phone to troubleshoot certain issues Reboot Your Phone To assist with troubleshooting your system administrator may ask you to restart your phone Caution Before you restart the phone contact your system administrator If the phone is malfunctioning you may be able to restore normal operation without restarting it Additionally your system administrator may want to troubleshoot the phone before you ...

Page 119: ...ime your phone has a warning that you haven t viewed Task In the Warnings screen select Clear Icon Run a Diagnostics Check If you are having problems with your phone run a diagnostics check to determine if there are any issues Task 1 Do one of the following Go to Menu Help Support Go to Menu Settings Diagnostics 2 Select Run Diagnostics 3 On the Diagnostics Check screen do one of the following Sel...

Page 120: ...e status of the Personal Address Book PAB on your phone to determine any issues with the PAB Contact your system administrator for further troubleshooting help Task Go to Settings Status Contact Directory The following information displays Status Server Control Method Server URL Registration Index and User ID View the GAB Status If you are having issues accessing the Global Address Book GAB view t...

Page 121: ... field if the field has a flashing cursor I can t place a call If you re using PDC you can t place a call using the New Call soft key To place a call enter the phone number and select Dial I want to change the phone that is connected to the Polycom Desktop Connector Disable the Polycom Desktop Connector which is already connected to your computer and is in active state on your phone Setup and enab...

Page 122: ... Check that there s sufficient space on the USB flash drive The recording stops during a call If the USB flash drive becomes full during recording recording stops and the message USB device is full Recording stopped displays Delete previous recordings to make space on the USB flash drive The message USB device removed unsafely Recording canceled displays when I remove my USB flash drive during a c...

Page 123: ...om support Poly Worldwide Headquarters 345 Encinal Street Santa Cruz CA 95060 United States 2022 Poly Bluetooth is a registered trademark of Bluetooth SIG Inc All trademarks are the property of their respective owners 123 D R A F T ...

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