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Transferring a Call

There are two types of transfers – a warm transfer (attended) and a blind transfer (unattended). A warm
transfer occurs when you speak to the party you are transferring the call to before you transfer the call
to them. With a blind transfer you do not speak to the receiving party before transferring the call to
them.

Warm Transferring

1.

While on a call, press the

TRANSFER

button on the bottom-right of the phone. The party you

were speaking with is put on hold, and you will hear a dial tone.

2.

Dial the phone number or extension of the party you want to transfer the call to, and then press
the

Send

softkey at the bottom of the screen. Wait for the other party to answer so you can

speak to them before transferring the call.

NOTE:

If you dial the full 10-digit number of the party you want to call, the Panasonic KX-UTG

300B will automatically start dialing so pressing the Send softkey is not necessary. To cancel the
transfer and return to the first party, press the

Cancel

softkey at the bottom of the screen, and

then press the

Resume

softkey to resume the call with the first party

(Figure 5-15)

.

Figure 5-15: Cancel Transfer

3.

When the other party is ready to accept the call, press the

TRANSFER

button again. The first

party, which was on hold, is transferred to the second party.

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Содержание KX-UTG 300B

Страница 1: ...1 P a g e Nextiva All Rights Reserved nextiva com support Panasonic KX UTG 300B User Guide ...

Страница 2: ...ns 27 Correcting the Time 27 Line Mirroring 27 Busy Lamp Field BLF 27 Directories 27 Speed Dials 27 Automatic Call Distribution ACD 35 Basic Phone Usage 36 Making a Call 36 Making a Second Call 37 Accepting a Call 40 Accepting a Second Call 41 Terminating a Call 42 Transferring a Call 43 Conferencing 45 Checking Voicemail 46 Directories 47 Call Lists 48 Using Speed Dials 53 Changing ACD States 54 ...

Страница 3: ... cloth under the display to avoid any damage 1 Insert the catches A of the stand into hooks located in the unit 2 Gently push the stand in the direction indicated until it locks in place The stand will be mounted in the high position by default Figure 1 1 Attach the Stand Adjusting from High to Low Position Figure 1 2 Figure 1 2 Position Adjustment 1 ...

Страница 4: ...tand in the direction indicated while pushing the PUSH mark with both hands as shown in Figure 1 3 until it locks into the low position B Figure 1 3 High to Low Adjustment Adjusting from Low to High Position Figure 1 4 Figure 1 4 Position Adjustment 2 ...

Страница 5: ...nnections for AC Adaptor LAN PC Figure 1 6 Figure 1 6 Cable Connections Use the following AC Adaptor DSA 42D 48 2 480063 When connecting a headset the cord used to connect devices to the EHS jack or headset jack must be less than 3 meters 9 8 ft in length Only 1 USB headset can be connected to the unit at a time When connecting the Ethernet cable connect the cables as shown in Figure 1 7 ...

Страница 6: ...6 P a g e Nextiva All Rights Reserved Figure 1 7 Proper Ethernet Connectivity Connecting the Handset Figure 1 8 Figure 1 8 Handset Connection ...

Страница 7: ...onfigured and used in the same way as flexible buttons for the phone A maximum of two Panasonic KX UTA336 sidecars can be connected to the phone NOTE An AC Adaptor must be used to supply power when the Panasonic KX UTA336 sidecar is installed to the phone 1 Remove any devices or cords connected to the USB port 2 Remove the Add on Key module slot cover 1 Figure 1 9 Figure 1 9 Add on Key module slot...

Страница 8: ...the wall that the phone will be attached to is strong enough to support the phone If not it is necessary for the wall to be reinforced If you place the display face down when you attach the stand be sure to place a soft cloth under the display to avoid any damage 1 Insert the five tabs of the wall mounting adaptor into the designated openings in the base and then slide the wall mounting adaptor in...

Страница 9: ...unit and run the cables through the wall mounting adaptor as shown in Figure 1 13 NOTE The cables can also be run from the bottom of the unit Figure 1 13 Run cables through wall mount 4 Drive the two screws into the wall 83 mm 3 and 1 4 in or 100 mm 3 and 15 16 in apart and mount the phone on the wall Figure 1 13 Hang on wall ...

Страница 10: ...Phone is Wall Mounted 1 Remove the handset hook from the slot Figure 1 14 Figure 1 14 Remove handset hook 2 Turn it upside down Figure 1 15 Figure 1 15 Flip hook upside down 3 Slide the handset hook into the slot until it locks Figure 1 16 Figure 1 16 Re insert handset hook ...

Страница 11: ...11 P a g e Nextiva All Rights Reserved 4 The handset will be safely hooked when it is in the cradle Figure 1 17 Figure 1 17 Handset hook operation ...

Страница 12: ...ls Location of Controls Legend 1 Handset Hook 2 LCD Liquid Crystal Display 3 Message Ringer Lamp 4 MESSAGE 5 VOLUME 6 FORWARD DO NOT DISTURB 7 Navigator Key 8 ENTER 9 HOME 10 SP PHONE Speakerphone 11 HEADSET 12 CONFERENCE 13 TRANSFER 14 MUTE 15 REDIAL 16 HOLD ...

Страница 13: ... NextOS 3 0 portal on the right side of the screen with your login credentials 3 From the main dashboard click Add in the Devices tile Figure 3 1 Figure 3 1 Add Device 4 If the Panasonic KX UTG 300B was purchased from Nextiva select Nextiva device at the top of the screen and then select the model and MAC address of the phone in the corresponding drop down lists If you did not purchase the phone f...

Страница 14: ...rved 5 Select Panasonic KX UTG 300B as the model from the Select model drop down list Figure 3 3 Figure 3 3 Select Model 6 Enter the MAC address found on the base unit in the MAC Address text box Figure 3 4 Figure 3 4 Enter MAC Address ...

Страница 15: ...e 3 5 Figure 3 5 Assign Device 8 A pop up message appears confirming the device was successfully provisioned Click the X in the upper right corner of the pop up message to close it Figure 3 6 Confirmation Message Now you will need to assign the Panasonic KX UTG 300B to a user ...

Страница 16: ...he drop down list to whom you want to assign the Panasonic KX UTG 300B device Figure 3 7 Figure 3 7 Select the User 10 Click the green Generate button under the Authentication Name text box to generate an authentication name Figure 3 8 Generate Authentication Name ...

Страница 17: ...e a new password Figure 3 9 Figure 3 9 Generate a Password 12 Click the green Finish button at the bottom of the screen A pop up message appears saying the user was successfully assigned to the device Click the X in the upper right corner of the pop up message to close it Figure 3 10 Figure 3 10 Confirmation Message ...

Страница 18: ...nd then select Settings and press 534 on the keypad to enable embedded web Next select the Menu softkey again and then select Settings and locate Information Display to locate your phones IP Address 2 Enter the IP address of the phone into the address bar of a web browser Internet Explorer Firefox Chrome etc Figure 3 11 Figure 3 11 Navigate to the Phone s IP Address 3 Login with admin for the user...

Страница 19: ...TG 300B phone is using by viewing the Operating Bank field Then determine what firmware that bank contains it should be 03 137 Figure 3 13 Figure 3 13 Check the Firmware If the firmware is not correct follow the instructions below to upgrade the firmware 1 Click the Maintenance tab at the top of the screen Figure 3 14 Figure 3 14 Maintenance Tab ...

Страница 20: ... of the screen Figure 3 15 Figure 3 15 Firmware Maintenance 3 Make sure that Enable Firmware Update is set to Yes and then enter http dm nextiva com 80 dms Nextiva_Service_Provider KXUTG300B firmware3 117 bin in the Firmware File URL text box Figure 3 16 Figure 3 16 Enter Firmware URL ...

Страница 21: ...ress of the phone Select the Menu softkey and then select Settings and press 534 on the keypad to enable embedded web Next select the Menu softkey again and then select Settings and locate Information Display to locate your phones IP Address 2 Enter the IP address of the phone into the address bar of a web browser Internet Explorer Firefox Chrome etc Figure 3 18 Figure 3 18 Navigate to the Phone s...

Страница 22: ...Rights Reserved 3 Login with admin for the username and adminpass for the password Figure 3 19 Figure 3 19 Log In to Phone Interface 4 Click the Maintenance tab at the top of the screen Figure 3 20 Figure 3 20 Maintenance Tab ...

Страница 23: ...eft side of the screen Figure 3 21 Figure 3 21 Provisioning Maintenance 6 Make sure that Enable Provisioning is set to Yes and then enter http dm nextiva com 80 dms Nextiva_Service_Provider KXUTG300B in the Provision Server text box Figure 3 22 Figure 3 22 Provisioning Information ...

Страница 24: ...the phone will provision and register which is necessary to make and receive calls Figure 3 23 Figure 3 23 Save Changes Enabling the Web Configuration Utility 1 Press the HOME button on the bottom of the phone 2 Select the Settings icon toward the bottom of the screen Figure 3 24 Figure 3 24 Settings ...

Страница 25: ... or press the ENTER button in the middle of the silver navigation pad 5 Using the silver navigation pad scroll down to the Embedded Web option 6 Select On at the bottom of the screen or press the ENTER button in the middle of the silver navigation pad Embedded Web will now display as On Figure 3 26 Figure 3 26 Set Embedded Web to On 7 Select Back on the bottom of the screen to go back to the main ...

Страница 26: ...up to the Information Display option Figure 3 27 Figure 3 27 Information Display 9 Select Enter at the bottom of the screen or press the ENTER button in the middle of the silver navigation pad The IP address of the phone will display on the screen Figure 3 28 Figure 3 28 IP Address ...

Страница 27: ...ield BLF Busy Lamp Field BLF is a service that allows a user to see monitor from their phone whether another user is on the phone or not This feature is commonly used by administrative assistants for ease of call transfer and by call center managers to assist in monitoring their employees If you would like to set up BLF on your phone please contact Nextiva Support Directories Remote directories ar...

Страница 28: ... to describe when a phone is in use or has a dial tone before a call is made On hook describes when a phone is idle From the Web Configuration Utility 1 Enable the Web Configuration Utility and obtain the IP address of the phone Select the Menu softkey and then select Settings and press 534 on the keypad to enable embedded web Next select the Menu softkey again and then select Settings and locate ...

Страница 29: ...All Rights Reserved 3 Login with admin for the username and adminpass for the password Figure 4 2 Figure 4 2 Log In to Phone Interface 4 Click the Telephone tab at the top of the screen Figure 4 3 Figure 4 3 Telephone Tab ...

Страница 30: ...the left side of the screen Figure 4 4 Figure 4 4 Flexible Button Settings 6 Fill in the fields as indicated below Figure 4 5 Type One Touch Line Line 1 Parameter the phone number or extension Label Name the name that will appear on the phone screen Figure 4 5 Set Speed Dials ...

Страница 31: ...nd clicking on the customer Login found at the top right 2 Log in to the NextOS 3 0 Beta portal with your login credentials 3 From the main dashboard click Manage in the Users tile Figure 4 6 Figure 4 6 Manage Users 4 Hover your cursor over the user you want to set up speed dials for and click the pencil icon to the right Figure 4 7 Figure 4 7 Edit User ...

Страница 32: ... P a g e Nextiva All Rights Reserved 5 Scroll down and select the Routing section Figure 4 8 Figure 4 8 Routing Section 6 Click the pencil icon to the right of Speed dial Figure 4 9 Figure 4 9 Speed Dial ...

Страница 33: ...tiva All Rights Reserved 7 Click the plus sign at the bottom right Figure 4 10 Figure 4 10 Add Speed Dial 8 Select the speed dial number from the Option drop down list Figure 4 11 Figure 4 11 Select Speed Dial Number ...

Страница 34: ...er text box Please note that special characters or spaces are not supported for the speed dial descriptive name Figure 4 12 Figure 4 12 Configure Speed Dial 10 Click the green Save button at the bottom right of the Speed dial menu A pop up message appears stating that the speed dial 100 settings have been saved successfully Figure 4 13 Figure 4 13 Confirmation Message ...

Страница 35: ...ing the number to create a two digit number If you are using a softphone dial followed by the speed dial number and then press the dial button Automatic Call Distribution ACD The Panasonic KX UTG 300B supports phone integration with Nextiva Call Center Pro and Nextiva Call Center Enterprise s ACD states allowing agents to go available and sign out of a call center from their phone s interface To s...

Страница 36: ...sing the New Call softkey at the bottom of the screen while the phone is idle not in use After doing so you hear a dial tone through the speakerphone Figure 5 1 Figure 5 1 New Call 2 Dial the phone number or extension of the party you want to call and then press the Send softkey at the bottom of the screen Figure 5 2 NOTE If you dial the full 10 digit number of the party you want to call the Panas...

Страница 37: ...NOTE You can also disconnect the call by pressing the End Call softkey at the bottom of the screen Figure 5 3 Figure 5 3 End Call Softkey Making a Second Call 1 While on a call press the HOLD button to put the party you are speaking to on hold 2 Press the New Call softkey at the bottom of the screen Figure 5 4 Figure 5 4 New Call ...

Страница 38: ...ve call highlighted in blue Figure 5 5 NOTE If you dial the full 10 digit number of the party you want to call the Panasonic KX UTG 300B will automatically start dialing so pressing the Send softkey is not necessary Figure 5 5 Second Phone Call 4 To go back to the first party press the corresponding entry on the screen The second party is automatically put on hold and you will be speaking to the f...

Страница 39: ... softkey at the bottom of the screen while on that active call Figure 5 7 Figure 5 7 End Call NOTE Disconnecting with one party does not automatically take the other party off hold To speak to the other party press the Resume softkey at the bottom of the screen Figure 5 8 Figure 5 8 Resume Call ...

Страница 40: ...nge this default behavior so the phone automatically answers using the headset press the HEADSET button while the phone is ringing A headset icon appears in the upper left corner of the screen Pressing the Answer softkey in the future automatically answers using the headset Figure 5 10 Figure 5 10 Headset Mode NOTE Pressing the SP PHONE button to switch to speakerphone takes you out of headset mod...

Страница 41: ...ey at the bottom of the screen The first party is put on hold and you are speaking to the second party Figure 5 11 Figure 5 11 Answering a second Call 2 To go back to the first party press the corresponding entry on the screen The second party is automatically put on hold and you will be speaking to the first party again Figure 5 12 Figure 5 12 Selecting Active Calls ...

Страница 42: ...omatically take the other party off hold To speak to the other party press the Resume softkey at the bottom of the screen Figure 5 14 Figure 5 14 Resume Call Terminating a Call You can disconnect a call at any time by pressing the End Call softkey at the bottom of the screen Alternatively if using the handset speakerphone or a headset you can disconnect the call by going on hook or pressing the SP...

Страница 43: ...umber or extension of the party you want to transfer the call to and then press the Send softkey at the bottom of the screen Wait for the other party to answer so you can speak to them before transferring the call NOTE If you dial the full 10 digit number of the party you want to call the Panasonic KX UTG 300B will automatically start dialing so pressing the Send softkey is not necessary To cancel...

Страница 44: ...nd Transfer 2 Dial the phone number or extension of the party you want to transfer the call to and then press the Send softkey at the bottom of the screen NOTE If you dial the full 10 digit number of the party you want to call the Panasonic KX UTG 300B will automatically start dialing so pressing the Send softkey is not necessary Figure 5 17 Send Transfer ...

Страница 45: ...n the bottom of the phone 2 Dial the phone number or extension of the party you want to add to the conversation and then press the Send softkey Wait for the other party to answer so you can speak to them before conferencing in the original party You cannot conference in the first party until the second party answers NOTE If you dial the full 10 digit number of the party you want to call the Panaso...

Страница 46: ... parties at once 4 To add a third party to the conference repeat steps 1 through 3 above Checking Voicemail When you have a new voicemail message the Panasonic KX UTG 300B phone displays an envelope on the screen and the message waiting indicator light on the upper right of the phone turns solid red You will also hear a stutter when you go off hook or press the SP PHONE or HEADSET button NOTE The ...

Страница 47: ... your call Please leave a message after the beep If desired you can set up a longer more personal greeting after the initial voicemail setup is complete Recording a Custom No Answer Greeting To set up a custom No Answer greeting which is the default greeting that plays if you do not answer your phone after 3 rings follow the instructions below 1 Press the MESSAGE button on the left side of the pho...

Страница 48: ...s the Call Log softkey at the bottom of the screen Figure 5 22 Call Log 2 Select the type of calls you want to see Alternatively you can select All Calls to see a list of all calls In the example below Received Calls is selected to see a list of the calls that have been received Figure 5 23 Figure 5 23 Call Log Options ...

Страница 49: ... Call from List 4 To clear the list of calls press the More softkey at the bottom of the screen and then press the Clear List softkey at the bottom of the screen Figure 5 25 Clear List 5 After pressing the Clear list softkey confirm you want to clear the list of calls by pressing Yes at the bottom of the screen Figure 5 26 Figure 5 26 Clear List ...

Страница 50: ...een with the number of missed calls below that Figure 5 27 Figure 5 27 Missed Call Icon Transferring to a Party on your Call List 1 While on a call press the TRANSFER button on the bottom right of the phone The party you were speaking to is put on hold and you hear a dial tone 2 Press the Call Log softkey at the bottom of the screen Figure 5 28 Figure 5 28 Access the Call Logs ...

Страница 51: ...st of the calls that have been missed Figure 5 29 Figure 5 29 Select the Specific List 4 To make a call out to an entry in the list you want to transfer the call to press the Call softkey at the bottom of the screen Figure 5 30 Figure 5 30 Call the Entry 5 When the other party is ready to accept the call press the TRANSFER button again The first party which was on hold is transferred to the second...

Страница 52: ...the phone 2 Press the Call Log softkey at the bottom of the screen Figure 5 31 Figure 5 31 Access the Call Log 3 Select the type of calls you want to see Alternatively you can select All Calls to see a list of all calls In the example below Missed Calls is selected to see a list of the calls that have been missed Figure 5 32 Select the Specific List ...

Страница 53: ...the original party to the conversation You are then speaking with both parties at once 6 To add a third party to the conference repeat steps 1 through 5 above Using Speed Dials 1 Go off hook or press the Speaker or Headset button 2 Enter then the speed dial number then press the Dial softkey at the bottom of the screen After a few seconds the call initiates Using the Flexible Buttons 1 Press the F...

Страница 54: ...ACD functionality needs to be enabled on the phone using custom tags See the section above titled Automatic Call Distribution ACD Signing In To sign in to a queue press the More softkey followed by the ASignIn softkey The screen updates to show a check mark next to your name Figure 6 1 Figure 6 1 Signed in Agent NOTE Signing in will not route calls that are in queue to your phone To receive calls ...

Страница 55: ... to Unavailable going unavailable is typically done when taking a break or when you are away from your phone Follow the instructions below to do this 1 Press the More softkey at the bottom of the screen once then press the Unavailable softkey at the bottom of the screen NOTE You will not be able to go unavailable if you are on an active call You will need to wait until after the call has ended to ...

Страница 56: ...re 6 4 NOTE Reason codes are provided to you by the administrator for your Nextiva account If you have not been provided with any reason codes leave the field blank and press the OK softkey without entering a value Figure 6 4 Reason Code After going unavailable the screen updates to show a red clock next to your name Figure 6 5 Figure 6 5 Unavailable Agent ...

Страница 57: ... Figure 6 6 Available Softkey Accepting a Call Accepting a call is no different than when ACD functionality is not enabled Disposition Codes Disposition Codes are attributes applied to a call to identify marketing promotions or other topics pertaining to a call If the administrator for your Nextiva account has enabled disposition codes on your call center you can apply a disposition code to a call...

Страница 58: ...enabled or not enabled for your call center If the administrator for your Nextiva account has enabled Wrap Up on the call center then immediately after the last active call ends on your Panasonic KX UTG 300B phone the icon to the right of your name changes to reflect the new Wrap Up status Figure 6 9 Wrapping up Agent From here you can either wait for the default wrap up time to expire typically 3...

Страница 59: ...screen once and then press the ASOt softkey at the bottom of the screen to sign out Figure 6 10 Figure 6 10 Signed Out Agent Additional Features Do Not Disturb DND From the Phone 1 Press the FORWARD DO NOT DISTURB button on the bottom left of the phone The Do Not Disturb option is automatically selected 2 Press the On softkey at the bottom of the screen Figure 7 1 Figure 7 1 Turn on Do Not Disturb...

Страница 60: ...b 5 To disable DND repeat steps 1 through 4 selecting Off instead of On Using Star Codes 1 Go off hook or press the SP PHONE or HEADSET button 2 Dial 78 You will hear an automated message saying your Do Not Disturb service has been activated successfully 3 Press the End Call softkey at the bottom of the screen to disconnect the call The phone icon next to your name updates to reflect that DND has ...

Страница 61: ...he Phone s Menu 1 Press the HOME button on the bottom of the phone 2 Select Settings from the menu Figure 8 1 Figure 8 1 Settings 3 Scroll down and select Change Level from the menu to sign in as an administrator for the phone Figure 8 2 Figure 8 2 Change Level ...

Страница 62: ...s the Password and then press the Enter softkey at the bottom of the screen Figure 8 3 Figure 8 3 Admin Login 5 Scroll down and select Reset from the menu Figure 8 4 Figure 8 4 Reset Option 6 Select Exclude Private Settings from the menu Figure 8 5 Figure 8 5 Exclude Private Settings ...

Страница 63: ... Enable the Web Configuration Utility and obtain the IP address of the phone Select the Menu softkey and then select Settings and press 534 on the keypad to enable embedded web Next select the Menu softkey again and then select Settings and locate Information Display to locate your phones IP Address 2 Enter the IP address of the phone into the address bar of a web browser Internet Explorer Firefox...

Страница 64: ...l Rights Reserved 3 Login with admin for the username and adminpass for the password Figure 8 8 Figure 8 8 Log In to Phone Interface 4 Click the Maintenance tab at the top of the screen Figure 8 9 Figure 8 9 Maintenance Tab ...

Страница 65: ... e Nextiva All Rights Reserved 5 Click Reset Restart on the left side of the screen Figure 8 10 Figure 8 10 Reset and Restart 6 Click Reset under the Factory Reset heading Figure 8 11 Figure 8 11 Factory Reset ...

Страница 66: ...g e Nextiva All Rights Reserved 7 Click OK when the pop up message appears asking if you really want to reset the phone After a few seconds the phone will automatically reboot Figure 8 12 Confirm Factory Reset ...

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