Resource – Polycom 550 Support Guide and Email Tool

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Polycom Sound Point IP 550 Support Guide.

You can copy and paste any SECTION you want into an email:

Many times a client just wants a fast answer to one function on the Polycom Phone.

phone 550  polycom-ip650-front-outline-440 polycom-ip650-rear-connector-layout-440

 

When sending an email include this PDF

polycom-soundpoint-ip-550-560-user-guide.pdf

Applies to phones running Polycom
Software 3.2.3.x.

NAVIGATION
Scrolling dn_button  or up_button
Step in/out of menus, toggle
enabled/disabled: lft_button or rt_button
Enter/Select: ent_button
Back/Delete: dlt_button

nav_tool
Navigation Pad

 

PLACING A CALL

Using the Handset:

Pick up the handset and dial the number. Or dial the number first, and then pick up the handset.

Using the hands-free Speakerphone:

  • With the handset on-hook, press any assigned line key, or the NewCall softkey. Then dial the number.
  • Or dial the number, then press the Dial soft key.

Using the optional Headset:

  • With the headset connected, press any assigned line key, or the NewCall soft key.
  • Press hds_buttonand dial the number. Or dial the number, and then press hds_button.

hds_panle

 

ANSWERING A CALL

Handset:

Pick up the handset.

Speakerphone: Press spk_button , or the line key, or the Answer soft key. Headset (optional): Press hds_button .

dnd_panle

 

ENDING A CALL

Using the Handset:

Hang up or press the EndCall soft key.

Using the Speakerphone: Press spk_buttonor the EndCall soft key.

Using the optional Headset:

Press hds_button or the EndCall soft key.

 

REDIAL

Press rdl_button Redial to redial the most recently dialed number.

 

LOCAL CONFERENCE CALLS

To create a three-way local conference call:

1.Call the first party.

2. Press cnf_buttonor the Confrnc soft key to create a new call (the active call is placed on hold).

3. Place a call to the second party.

4. When the second party answers, press cnf_button or the Confrnc soft key again to join all parties in the conference.

Conference Behavior:

  • Placing the conference call on hold will place the other conference parties on hold.
  • Pressing the Split soft key will split the conference into two separate calls on hold.

A conference may be created between an active call and a call on hold by pressing the Join soft key.

 

CONFERENCE BRIDGE

To call into a conference:

1. Find the ConfServ soft key by pressing the More soft key.

2. Follow the Conference Bridge voice prompts.

 

CALL TRANSFER

1. During a call, press trn_button or the Trnsfer soft key (the active call is placed on hold).

2. Place a call to the party to whom you want to transfer the call.

3. After speaking with the second party, press trn_button or the Trnsfer soft key to complete the transfer.

bld_panle

 

CALL FORWARDING

frd_panle

To enable online call forwarding (Virtual Office):

1. Log on to your Virtual Office Online dashboard at http://virtualoffice.8×8.com

2. Select Settings then Call Forwarding, then select the My Rules tab.

3. Update your Call Forwarding Rules and press Save. You can return to Virtual Office Online at any time to update your Call Forwarding Rules.

To enable call forwarding (phone-based):

1. Press the Forward soft key from the phone’s idle display or press men_button and select Features > Forward.

2. Select a Forwarding Type from Always, No Answer, and Busy.

3. For all types, enter a number to forward all future calls to. For No Answer, enter the number of rings before forwarding.

4. Press the Enable soft key to confirm Call Forwarding. A moving arrow icon appears for that line.

5. To disable call forwarding, perform steps 1 and 2, but select Disable.

 

DO NOT DISTURB

Press notto prevent the phone from ringing on incoming calls.

  • A Do Not Disturb icon appears for all lines to confirm that Do Not Disturb is enabled.
  • Press again to turn off Do Not Disturb.

 

MICROPHONE MUTE

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

To turn off Mute, press micagain.

 

CALL HOLD AND RESUME

1. During a call, press hld_button .

2. Press hld_button again, the Resume soft key, or the line key to resume the call. LCR – LAST CALL

 

LCR – LAST CALL RETURN

1. Press the More soft key, then the LCR soft key.

2. You can pick up the handset first, then press LCR to place the call on your handset.

 

INTERCOM

1. Press More soft key, then the InterCom soft key.

2. Dial the number you wish to Intercom to and then press the Enter soft key.

If you are receiving an intercom call, the phone rings, then automatically connects to your speakerphone.

 

AUTO ATTENDANT

To access the Auto Attendant:

1. Press the AA soft key. (Press the More soft key if the AA softkey is hidden.)

2. Follow Auto Attendant voice prompts.

 

CALL PARK

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

 

CORPORATE DIRECTORY

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

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

 

CORPORATE DIRECTORY SEARCH

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

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

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

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

CALL LISTS

Press dir_button followed by Call Lists and Missed, Received, or Placed Calls, as desired. Information on respective calls will be displayed.

From this screen, choose the appropriate soft key:

1. Edit to amend the contact number before dialing.

2. Dial to place the call. Or press More, then:

1. Info to view detailed call information.

2. Save to store the contact to the Contact Directory.

3. Clear to delete the call from the list. Press Back and Exit soft keys to return to the idle display.

 

VOICE MAIL

A voice mail icon on the screen, a flashing line key, and a stutter dial tone indicate one or more new voice mail messages.

To listen to voice messages:

1. Press  msg_button and then the Connect soft key.

2. Follow voice prompts to listen to messages.

 

TRANSFER CALL TO VOICEMAIL

1. During a call, select the xferVM soft key.

2. Enter the extension of the person you want to transfer the caller to.

3. The caller is transferred directly to the voicemail box at that extension.

 

CALL RECORD ON/OFF (Virtual Office Pro users only)

Call Record On/Off is available to Virtual Office Pro users when the Call Recording feature is set to Record Calls On Demand.

  • To turn on Call Recording during a call, press the More soft key to find the CallRecrd soft key.

You will see a Recording is On confirmation message on the phone screen.

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

 

CALL QUEUE IN/OUT (Call Queue Users Only)

Phones in 8×8 Call Queues can log in and out of Call Queues if the Call Queue Admin has granted log in/out permission to the user.

1. To  or exit a Call Queue, press men_button and select Applications > Apps Home (or if you just recently used Call Queue, you can select Apps Continue).

2. Select Call Queues > Log In All to enter all your Call Queues (or Log Out to exit your Call Queues). If you are not a member of a Call Queue set up by your administrator, you will get a message saying you do not belong to any Call Queues.

 

SPEED DIALING

To assign a speed dial index, see the CONTACT DIRECTORY section. To dial a contact assigned to a line key, press the corresponding line key.

CUSTOMIZING THE 550 PHONE

 

CONTACT DIRECTORY

To add a contact in your local phone directory:

1. Press dir_button, and then select Contact Directory.

2. Press the More soft key, then the Add soft key to enter another contact into the phone’s database.

3. Enter first and/or last name from the dial pad. Press the 1/A/a soft key to select between numeric and upper / lower case alphanumeric modes. Press the Encoding soft key to access special characters in other languages if necessary.

4. Enter a unique contact phone number (not already in the directory).

5. Change the Speed Dial Index if desired. It will automatically be assigned to the next available index value.

6. Modify the remainder of the fields (Ring Type, Divert Contact, Auto Reject, and Auto Divert) if desired.

7. Press the Save soft key to confirm or the Cancel soft key to abandon the changes, then press dir_button or the Exit soft keys to return to the idle display.

To search for a contact:

1. Press , and then select Contact Directory.

2. Press the More soft key, and then the Search soft key.

3. Using the dial pad, enter the first few characters for First or Last names.

4. Press the Search soft key to search for contacts. Dial successful matches from the resulting search screen.

To edit a contact:

1. Press , and then select Contact Directory.

2. Search for the contact (see above).

3. Press the Edit soft key and make the necessary changes.

4. Press the Save soft key to confirm or the Cancel soft key to abandon the changes, then press to return to the idle display.

 

VOLUME ADJUSTMENT

Press the 2_button volume keys to adjust handset, headset, and handsfree speaker volume during a call. Pressing these keys in idle state adjusts the ringer volume.

 

RING TYPE

You can select different rings to match your preferences and distinguish between calls on lines.

To change the incoming ring:

1. Press men_button then select Settings > Basic > Ring Type.

2. Using up_buttonor dn_button , highlight the desired ring type. Press the Play soft key to hear the selected ring type.

3. Press men_button the Select soft key to change to the selected ring type.

4. Press Menu to return to the idle display.

 

AUDIBLE RINGER

You can select the default alerting destination for incoming calls.

To change the audible ringer:

1. Press men_button , and then select Settings > Basic > Preferences > Alerting Destination.

2. Scroll to highlight the desired alerting destination for incoming calls.

3. Select the desired destination, and then pressmen_button to return to the idle screen.

 

DISTINCTIVE RINGING / CALL TREATMENT

You can set distinctive incoming ring tones for different contacts in your local directory.

To set a distinctive ring for a local contact:

1. Press dir_button, and then select Contact Directory.

2. Search for the contact (see CONTACT DIRECTORY above).

3. Press the Edit soft key and scroll down to Ring Type.

4. Enter a number corresponding to one of the ring types available (see RING TYPE section).

5. Press dir_buttonthe Save soft key or the Cancel soft key to abandon the change, then press to return to the idle display.

 

HEADSET MEMORY MODE

For frequent headset users, there is an option to default all calls to the headset.

To enable Headset Memory Mode:

1. Press Menu and select Settings > Basic > Preferences > Headset > Headset Memory.

2. Use the Up or Down arrow keys and press the Select soft key to enable Headset Memory Mode.

To disable Headset Memory Mode:

Repeat steps 1 and 2 and select Disabled.

To activate Headset Memory Mode:

Press hds_button twice.

 

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