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Poly Trio C60, User Manual

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Figure 5: Multiple calls on the Calls screen

Icons and Status Indicators

The following table displays the icons and status indicators that display on your phone.

Icons and Status Indicators

Icon

Description

Registered line

Unregistered line

Active call

USB device attached

Missed call

Placed call

Received call

Call Forwarding enabled

Getting Started

14

Summary of Contents for Trio C60

Page 1: ...administering Poly Polycom products or services go to Polycom Support Plantronics Inc Poly formerly Plantronics and Polycom 345 Encinal Street Santa Cruz California 95060 2020 Plantronics Inc All rights reserved Poly the propeller design and the Poly logo are trademarks of Plantronics Inc All other trademarks are the property of their respective owners ...

Page 2: ...Who Are Blind Have Low Vision or Have Limited Vision 17 Logging In to and Locking the System 18 Signing In to Skype for Business on Your Phone 18 Sign In Using Your Skype for Business User Credentials 18 Sign In Using Skype for Business PIN Authentication 18 Sign In to Skype for Business Using Web Sign In 19 Set the Time and Date Format 19 Sign Out of Skype for Business 19 Locking Your Poly Trio C...

Page 3: ...27 Decline an Incoming Call 27 End an Audio Call 28 Holding and Resuming Calls 28 Hold a Call 28 Resume a Call 28 Transferring Calls 28 Choose a Default Transfer Type 29 Transfer a Call Using Blind Transfer 29 Transfer a Call Using Consultative Transfer 29 Cancel a Transfer 29 Rejecting Calls with Do Not Disturb 30 Enable Do Not Disturb 30 Disable Do Not Disturb 30 Forwarding Incoming Skype for Bu...

Page 4: ...e Announcements 38 Locking a Conference Call 38 Recording Audio Calls 40 Guidelines When Recording Calls 40 Record a Call 41 Pause a Recording 41 Resume a Recording 41 Stop Recording 41 Browse Recorded Calls 42 Play a Recorded Call 42 Pause and Resume Played Recordings 42 Stop Playing a Recording 43 Rename a Recording 43 Delete a Recording 43 Using the Calendar 44 Open the Calendar 44 View a Diffe...

Page 5: ...to the Local Directory 53 Skype for Business Contacts 53 Managing Contacts Across Applications and Devices 53 View Skype for Business Contacts 54 View Skype for Business Contact Information 54 Update Skype for Business Contact Information 55 View Skype for Business Contact Groups 55 Skype for Business Contact Presence Information 55 Search for a Skype for Business Contact 56 Add a Skype for Busine...

Page 6: ...Language 65 Backlight Intensity and Timeout 65 Set the Backlight Intensity 65 Set the Backlight Timeout 66 Enable or Disable Number Formatting 66 Power Saving Mode 66 Change Your Office Hours for Power Saving Mode 67 Change Idle Timeouts for Power Saving Mode 67 Change User Detection for Power Saving Mode 67 Set a Ringtone for Incoming Calls 68 Update Your Skype for Business Presence 68 Maintainin...

Page 7: ...vels 72 Send Log Files to the Skype for Business Server 73 Send Log Files to the Skype for Business Server Using the System Web Interface 73 Reboot Your Phone 73 Reset the Phone to Factory Defaults 74 Contents 6 ...

Page 8: ...Community Discussions Poly University and additional services The Polycom Document Library provides support documentation for active products services and solutions The documentation displays in responsive HTML5 format so that you can easily access and view installation configuration or administration content from any online device The Polycom Community provides access to the latest developer and ...

Page 9: ...roduct Overview of Poly Trio C60 Systems Poly Trio C60 systems support audio only conference calls with Skype for Business Server 2013 2015 or 2019 Server environments along with point to point and bridge calls Trio C60 systems support the following features Placing answering and managing audio calls Initiating joining and managing audio conference calls Recording audio calls with USB flash drives...

Page 10: ...sensor Wakes the system when it detects user movement nearby Note Don t press on the proximity sensor Doing so may damage the sensor and the system 4 USB ports The USB host port found on the side of the phone enables you to connect a USB flash drive to record calls The USB device port found on the bottom of the phone enables you to connect a computer using a micro USB cable to use the system as a ...

Page 11: ... with Limited Mobility on page 16 Navigating Poly Trio C60 Phones Your phone has icons status indicators and user screens to help you navigate and understand important information on the state of your phone Accessing Screens on the Poly Trio C60 System You can access the following screens on your phone Home Displays your messages settings and information Calls Displays all active and held calls on...

Page 12: ...You can use the page indicator to control how many icons display on the Home screen The page indicator displays on the Home screen beneath the menu options It indicates which page you re currently viewing as a series of dots The phone uses dots to indicate the number of available screens pages and which screen you re currently on Procedure On the Home screen press and hold the page indicator to sw...

Page 13: ...reen you can access the dialpad Contacts Recent Calls and the Calendar Figure 3 Place a Call screen Procedure Do one of the following Select Place a Call Select Menu Place a Call Calls Screen Overview The Calls screen displays automatically when you place a call and when you have an active call in progress For active calls the phone displays the contact s name number and the call duration Getting ...

Page 14: ...Figure 4 Active call on the Calls screen You can also view active and held calls on the phone If the phone has multiple lines active and held calls display under the associated line Getting Started 13 ...

Page 15: ... following table displays the icons and status indicators that display on your phone Icons and Status Indicators Icon Description Registered line Unregistered line Active call USB device attached Missed call Placed call Received call Call Forwarding enabled Getting Started 14 ...

Page 16: ...anguage and country the phone uses the default keyboard layout for that language For example setting the phone language to French sets the phone to the AZERTY keyboard layout You can enable multiple languages for the phone and switch between keyboard layouts Procedure 1 On the phone s keyboard long press and release the comma key and choose Input Languages 2 Clear the Use System Language check box...

Page 17: ... Ringtone You can choose from a variety of ringtones for incoming calls Visual notifications Status and icon indicators let you know when you have incoming outgoing active or held calls Indicators also alert you of the device s status and when features are enabled Related Links Set a Ringtone for Incoming Calls on page 68 Icons and Status Indicators on page 14 Users with Limited Mobility Your phon...

Page 18: ...or have limited vision Accessibility Features for Users Who Are Blind Have Low Vision or Have Limited Vision Accessibility Feature Description Adjustable backlight settings You can change the brightness of the screen by adjusting backlight intensity settings Auto answering You can enable the phone to auto answer calls Tactile volume keys The volume buttons are raised and discernible to touch Relat...

Page 19: ...ials You can sign in to Skype for Business through the phone s local interface Your system administrator provides you with your login credentials Your login credentials include your domain email address user name and password Procedure 1 Do one of the following Select Sign In Go to Settings Features Skype for Business Sign In 2 Select User ID 3 Enter your Skype for Business account user credential...

Page 20: ... confirmation message displays when the phone successfully signs in to Skype for Business Set the Time and Date Format After you sign in to your phone with your Skype for Business credentials select your time zone and a time and date format Procedure 1 Sign in to Skype for Business on your phone and select Next 2 On the Customize Time Zone screen choose your time zone and select Next 3 On the Cust...

Page 21: ...one Note You can t dismiss the prompt to create a lock code However the prompt disappears if you don t create a lock code in a set amount of time If you don t create a lock code when prompted you can t sign in on the phone Procedure 1 At the Create a Lock Code prompt enter a numerical lock code and select the Checkmark 2 Confirm your lock code and select the Checkmark again The phone saves your lo...

Page 22: ...r your current lock code 3 Enter a new lock code and confirm it 4 Select Submit Reset Your Lock Code If you forget your lock code reset the code using your login password Procedure 1 On the Lock screen select Forgot 2 On the Forgot Lock Code screen enter your login password or the PIN for your Skype for Business account 3 Enter and confirm your new lock code Logging In to and Locking the System 21...

Page 23: ...ls at a time on the line However you can have only one active call in progress with numerous other incoming calls or calls on hold Placing Audio Calls Poly phones enable you to place calls to local numbers international numbers and Skype for Business contacts You can initiate calls from your favorites list recent calls list and your phone directory From a locked phone you can place calls to number...

Page 24: ... Contacts When you sign in to Skype for Business favorites in the Skype for Business client display on the phone in the Contacts list You can call your Skype for Business favorites from the Contacts list on the phone Procedure 1 Do one of the following Go to Contacts Contacts Go to Place a Call and select Contacts 2 Choose a contact and select Dial Place a Skype for Business Audio Call over USB Wh...

Page 25: ... You can place a call to favorites by selecting the favorite s avatar Procedure On the Home screen select a favorite Place a Call from a Locked Phone When the phone is locked you can place outgoing calls to any contact unless your system administrator restricts your phone to placing calls only to emergency numbers such as 911 and authorized numbers that your system administrator can set up Procedu...

Page 26: ...ntact Placing Intercom Calls Like a normal call the intercom feature enables you to place a call to a contact An intercom call differs from a normal call in that the call recipient s phone answers automatically when not in an active call Check with your system administrator to find out if this feature is available on your phone If the call recipient has an active call the recipient can choose to a...

Page 27: ...ak your message and select Hang Up 5 Select Resume Answering Audio Calls When you receive an incoming call on your phone you can choose to answer the call in a number of different ways Answer an Incoming Call When you receive an incoming call the phone rings and the Incoming Call screen displays On the Incoming Call screen you can choose to answer or reject the incoming call Procedure Select Answe...

Page 28: ...age 17 Users with Limited Mobility on page 16 Answer a Call on a Locked Phone You can enable your phone to accept calls while it s locked To answer calls on a locked phone enter your password Procedure 1 On the Incoming Call screen select Answer 2 Enter your password and select Enter The call connects Related Links Locking Your Poly Trio C60 Phone on page 20 Answer an Intercom Call When you receiv...

Page 29: ...audio call on hold and resume the call The Mute keys and microphones glow red when you place a call on hold The Mute keys and microphones flash green when the other contact places you on hold Hold a Call Place an active call on hold Procedure During an active call select Hold Resume a Call View and resume a held call Procedure Do one of the following Select Resume From the Calls screen select the ...

Page 30: ...connects Transfer a Call Using Consultative Transfer When you use consultative call transfers you can speak with the recipient and then manually complete the transfer Procedure 1 During a call select Consult The phone places the caller on hold while you start the transfer 2 Dial a number or select a contact from Recent Calls or Contacts 3 When the recipient answers speak with them and then select ...

Page 31: ...o Do Not Disturb and enable DND on your phone a message reflecting your Do Not Disturb status scrolls under the time display The DND icon doesn t display in the status bar Enable Do Not Disturb Enable DND to prevent your phone from ringing and to send all incoming calls to voicemail The phone logs all calls you receive while on DND in the Recent Calls list DND on shared lines disables ringing only...

Page 32: ...acts you want to add and select OK The contacts you add as group members display in the Call Forwarding Team Call Group dialog box 5 Choose the option in the Ring your team call group after this many seconds drop down menu to determine when your team call group s phones ring Forward Skype for Business Calls to a Contact You can forward all calls to a Skype for Business contact Procedure 1 Go to Se...

Page 33: ...en Manage a Call from the Calls Screen From the Calls screen you can manage a call by holding resuming or transferring the call Procedure 1 Select a call 2 Do one of the following Select Hold to place an active call on hold Select Resume to make a held call active Select Hang Up to end a call with a contact You can end active calls only so resume the held call first before ending it Select Transfe...

Page 34: ... Mute Select the Mute key on the phone Select the Mute key on the microphone Unmute the Microphones Unmute your audio when you re ready to speak and let others on the call hear you Procedure Do one of the following Select Unmute Select the Mute key on the phone Select the Mute key on the microphone Audio Calls 33 ...

Page 35: ...th Skype for Business Initiate a Skype for Business Conference You can initiate a Skype for Business conference call add and invite contacts to the conference call and manage up to 24 conference calls You must add one contact at a time to the conference call Procedure 1 Select Meet Now Add 2 Do one of the following Enter a contact s number Select a contact from Contacts or Recent Calls and select ...

Page 36: ...nformation to a Contact While in a conference call you can send the conference dial in number and conference ID to contacts you want to join the call Your contact can then join the conference using the conference dial in number and conference ID Contacts join the conference call immediately unless they try to join a locked conference call Contacts must wait for the conference presenter to admit th...

Page 37: ...nd attendees Conference participants with the Presenter icon next to their name are presenters and can manage other conference participants For smaller conference calls consisting of no more than 10 15 people each participant can be a presenter For larger conference calls you can nominate certain participants as presenters and the rest are attendees Presenters can share content record the meeting ...

Page 38: ... mute or unmute conference participants the participants receive a notification on their phones Procedure Do one of the following To mute all conference participants select Mute All To unmute all conference participants select Unmute All Mute and Unmute an Individual Conference Participant Presenters can choose to mute and unmute individual participants during conferences When you mute or unmute c...

Page 39: ...le announcements Select Disable Announcements to disable announcements Locking a Conference Call Presenters can lock a conference call to prevent participants from joining the conference call without approval Anyone on the network can join an unlocked conference call automatically with the right conference dial in number and ID With a locked conference call people who want to attend the meeting mu...

Page 40: ...the call Contacts that want to enter a locked conference call display in the Participants list An alert icon also displays on the main host s phone Procedure Select the participant and do one of the following To allow the participant to join the call select Admit To prevent the participant from joining the call select Deny Conference Calls 39 ...

Page 41: ...ted USB Devices at Polycom Support 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 Guidelines When Recording Calls Use the following guidelines when recording audio calls on your phone Inform contacts when you re recording a call Make sure to mute you...

Page 42: ...ding icon displays at the top of the Call screen Pause a Recording During a call you might need to pause a recording while the call is active Procedure Select Menu Pause Recording The pause recording icon displays at the top of the Call screen Resume a Recording After you pause and then resume recording recording continues in the same file Procedure Select Menu Resume Recording Stop Recording You ...

Page 43: ...aying recordings The recording stops playing when you resume the call Procedure 1 Go to Settings Features Removable Storage Media Browse Recordings A list of recordings displays 2 Select a recording 3 Select Open Play The length of the recording and a progress bar displays as the recording plays Pause and Resume Played Recordings While playing a recording you can pause the recording perform anothe...

Page 44: ...ul names Procedure 1 Go to Settings Features Removable Storage Media Browse Recordings A list of recordings displays 2 Select a recording 3 Select Rename update the file name and select OK Delete a Recording When you ve played a recording or need additional space on your USB drive delete recordings from the phone Procedure 1 Go to Settings Features Removable Storage Media Browse Recordings A list ...

Page 45: ...connected to Microsoft Exchange Server you can view and join meetings scheduled in Microsoft Outlook from your phone Open the Calendar To view and join scheduled meetings access the calendar on your phone View meetings for the current day and upcoming meetings You cannot view meetings for previous days Procedure On the Home screen select Calendar 44 ...

Page 46: ... sign in to a second Exchange Server account on the phone Procedure 1 Select Sign In then select User Credentials if prompted 2 Enter your Skype for Business login credentials or extension and PIN 3 Select Advanced and complete the following fields Exchange User Exchange Domain Exchange Password 4 Select OK 5 Select Sign in After several minutes the calendar information for the second Exchange Ser...

Page 47: ...ng description Figure 8 Meeting details Procedure On the calendar select a meeting Meeting Reminders When you have a scheduled meeting on the calendar a meeting reminder displays and an alert tone plays 5 minutes and 1 minute before a meeting starts From the meeting reminder you can view meeting details and join the meeting Using the Calendar 46 ...

Page 48: ...e Always default An alert tone plays each time a meeting reminder displays Procedure 1 Go to Settings Basic Preferences 2 Select Calendar Settings Reminder Settings 3 Select Reminder Type and choose a meeting reminder type Choose a Meeting Alert Tone Choose the alert tone that plays for meeting reminders Procedure 1 Go to Settings Basic Preferences 2 Select Calendar Settings Alert Tone 3 Choose an...

Page 49: ... choose a meeting and select Join Join a Meeting from a Meeting Reminder Join a meeting from the meeting reminder when it displays before a meeting if enabled Procedure Select Join Join a Meeting with an Alternate Number If the meeting organizer has provided alternate numbers you can use to join the meeting you can view and use alternate numbers to join the meeting Procedure 1 Select Join on the m...

Page 50: ... calls Each list holds up to 100 entries Phones registered with Skype for Business Server display up to 99 Skype for Business calls in the Recent Calls list View recent calls in the Skype for Business client or in the Microsoft Outlook Conversation History folder Perform the following tasks from the Recent Calls list Remove calls from the list Select a call record to view call details Select a cal...

Page 51: ...uch as Missed Calls Procedure 1 Select Delete 2 Choose one of the following options All Missed Calls Placed Calls Received Calls Local Directory Add and save contacts in the phone s Local Directory if allowed by your system administrator Your system administrator can set the Local Directory as read only or require a password for access to the directory Contact your system administrator for assista...

Page 52: ...t s Information After you add a contact to your local directory you can update the contact s information Procedure 1 In the Local Directory select a contact 2 On the Details screen select Edit 3 On the Edit Contact screen update the contact s information 4 Select Save Delete a Local Directory Contact You can delete any contact from the local directory Procedure 1 In the Local Directory select a co...

Page 53: ...tem administrator determines which contacts you can see Check with your system administrator to find out if this feature is available Note You may need to enter your user credentials to access the directory for the first time if set by your system administrator Search the Corporate Directory You can search for contacts in the Corporate Directory using either their first name or last name Procedure...

Page 54: ...s on a Poly phone your phone displays up to 3000 contacts and groups from your Skype for Business client Contacts list You can perform the following actions for the contacts on your phone View Skype for Business contacts Search for contacts Add additional contacts Call contacts View presence information for Skype for Business contacts Managing Contacts Across Applications and Devices After your ad...

Page 55: ... or another server based directory a message displays indicating that limited functionality is available during an outage when you try to access the Contacts menu Procedure On the Home screen go to Contacts Contacts View Skype for Business Contact Information View contact information for the Skype for Business contacts on your phone Make calls directly to any of your contacts numbers or directly t...

Page 56: ...create in your Skype for Business client on your phone Procedure 1 On the Home screen go to Contacts Contacts 2 Select Groups Skype for Business Contact Presence Information The following table shows the presence icons and descriptions that display for Skype for Business contacts on the Home screen or in the Contacts list on your phone Presence information includes your contact s availability and ...

Page 57: ... Directory Procedure 1 Go to Contacts 2 In the Search field enter your contact s name Add a Skype for Business Contact to the Contact List Search for Skype for Business contacts on your phone and add those contacts to the Contacts list When you add a contact you can view contact and presence information for that contact on the phone Procedure 1 Go to Contacts 2 In the Search field enter your conta...

Page 58: ...for Skype for Business calls on your phone For each voicemail message you can view the contact who left the message the contact s presence status and the status of the voicemail message Procedure 1 Do one of the following Go to Menu Voicemail Go to Settings Features Voicemail 2 Select a message and select Play Managing Skype for Business Voicemail Messages On the Skype for Business Voicemail scree...

Page 59: ...up labels are All HR Dept Shipping Staff and Executives Each group has one of the following broadcast priorities Normal Broadcasts sent to groups 1 to 23 are considered normal broadcasts By default all phones can receive broadcasts sent to group 1 Priority By default broadcasts sent to group 24 are considered priority broadcasts A priority broadcast interrupts normal broadcasts or active calls All...

Page 60: ...dministrator can change the volume of an emergency page Procedure Do one of the following For normal pages that play automatically during a call hold the call to hear only the page For pending pages select Accept or hold the call to listen to the page Receiving Pages When Not in an Active Call When you receive a page and you aren t in an active call the page immediately plays regardless of the pag...

Page 61: ...o from media such as music or videos from your mobile phone or tablet Note The Trio C60 system doesn t automatically reconnect to previously paired Bluetooth devices after the device disconnects from the system or after a system reboot You must manually reconnect and pair the Bluetooth device with the system Related Links Place a Call over Bluetooth on page 24 Make the System Visible to Nearby Blu...

Page 62: ...music or videos played on your mobile phone or tablet Procedure 1 Connect your mobile phone or tablet with the phone 2 On your mobile phone or tablet choose the music or video you want to hear 3 Make sure that the phone is set as your audio device The audio plays through the phone s speakers Connecting a Device Using a USB Cable You can connect your computer mobile phone or tablet directly to the ...

Page 63: ...mmunication device to use your phone to play call audio from your communication and collaboration clients or media from your connected laptop Setting the Phone as Your Audio Device for Communication Clients With your laptop connected to the phone you can set the phone as your microphone and speakers for communication and collaboration clients Depending on the capabilities of the client you can use...

Page 64: ...t audio device to play media audio from your Windows laptop using the phone s speakers Procedure 1 On your laptop go to Start Control Panel 2 In the Control Panel go to Hardware and Sound Sound 3 Choose the phone you want to use and select Set as Default Device 4 Select OK Connecting Bluetooth and USB Devices 63 ...

Page 65: ... your system administrator may require a password to access the settings menu If your phone requires a password to access the settings menu contact your system administrator for assistance Time and Date Display The time and date display in the status bar When the phone can t obtain a time and date the time and date display flashes If this happens or if the time and date are incorrect contact your ...

Page 66: ...t activity such as an incoming call Backlight Intensity includes the following settings you can choose from Backlight On The brightness of the screen when there s activity Backlight Idle The brightness of the screen when there s no activity Maximum Intensity The brightness scale that applies to both Backlight On and Backlight Idle intensities Related Links Users Who Are Blind Have Low Vision or Ha...

Page 67: ... 1 Go to Settings Basic Preferences 2 Select Number Formatting 3 Select Enable or Disable Power Saving Mode By default Poly phones enter power saving mode and turn off the screen after being idle for a certain period of time to conserve energy You can determine the period of time that the phone is idle before the screen turns off and you can set different idle timeouts for office hours and off hou...

Page 68: ...dle timeouts This prevents power saving mode initiating when you use the phone Tip Once you press a key or tap the screen on touchscreen models the phone uses the idle timeout period with the highest value Procedure 1 Go to Basic Power Saving Timeouts 2 Configure the following options Office Hours Idle Timeout The number of minutes 1 to 600 the phone waits during office hours before starting power...

Page 69: ...y to hear the ringtone Related Links Users Who Are Deaf or Hard of Hearing on page 16 Update Your Skype for Business Presence You can update your Skype for Business presence status and presence information on the phone When you change your presence on any device the information is automatically updated in the Skype for Business client Procedure 1 Go to Settings Features Presence My Status 2 Choose...

Page 70: ... minor maintenance but you may need to clean the screen periodically Before you clean the screen disable it so you don t activate phone functions while you wipe the touchscreen Use a clean dry microfiber cloth the kind you would use to clean glass surfaces to wipe the screen Don t use chemicals to clean the screen Procedure 1 Go to Settings Basic 2 Select Screen Clean 3 Wipe the screen with the cl...

Page 71: ...with your Poly phone you can try the troubleshooting options and solutions in the following topics to resolve certain issues Investigate Warnings When a phone is unable to perform certain tasks a Warning icon displays in the status bar and on the Settings icon on the Home screen View details about the issues from the Warnings screen Procedure 1 Go to Settings Status Diagnostics 2 Select Warnings T...

Page 72: ...ult in poor audio quality for the far end Workaround Avoid placing anything between the meeting participants and the Trio C60 system and or the external microphones Call Audio from Bluetooth Connected Phones Doesn t Come Through System Speakers Symptom After pairing your phone to the Poly Trio C60 via Bluetooth the call audio from your mobile phone doesn t come through the system s speakers Proble...

Page 73: ...est the Hardware If you re experiencing issues with your phone your system administrator may ask you to test the phone hardware Test the display microphones and speaker Contact your system administrator for instructions on how to perform these tests Procedure 1 Go to Settings Status Diagnostics 2 Select Test Hardware and select one of the following Audio Diagnostics Display Diagnostics Touch Scree...

Page 74: ...er your user password The default user password is 123 3 Go to Diagnostics Upload Logs The phone uploads the logs to the server and your system administrator can access them to determine any issues with your phone Reboot Your Phone Your system administrator may ask you to reboot the phone to assist in troubleshooting Caution Before you reboot the phone contact your system administrator Rebooting t...

Page 75: ...phone reset option without having to enter an administrator password After the administrator configures this feature on the phone you can reset the phone to factory default settings Procedure Go to Settings Basic Reset to Factory Troubleshooting 74 ...

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