Cisco IP Phone Operation "How To" (SPPS 2010 Phone Upgrade)
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The following "How To" documents and movies provide user guidance regarding Cisco phone functionality. The downloadable documents provide greater detail than do the videos. To view the video files you will need a Mac computer or a Windows machine with Quicktime installed. Some overlap in content occurs in these resources; however, referencing all of the documents will insure complete covering of content.

"How To" Downloadable Files (handouts):

  1. Cisco Phone - At a Glance Functionality Tree
  2. Cisco Phone - IP Phone Quick Reference
  3. Cisco Phone - Voicemail User Guide

"How To" Videos and Text Instructions by Task:

quicktime 5. Set-Up - Settings - Volumes   --  Ring Volume • With the handset in the cradle, press the Volume button to adjust how loud or soft you would like your phone to ring. It will adjust the volume automatically. Handset Volume • Hold the Handset to your ear, press the Volume button to adjust the volume • Press the Save soft key • The Handset volume has been reset Speaker Volume • With the Handset on the cradle hit the Speaker button, press the Volume button to adjust the volume • Press the Save soft key • The Speaker volume has been reset
quicktime 6. Set-Up - Settings- Ringtones   --  Ring Tone • Press the Settings button. • Press the Select soft key to display User Preferences. • Use the Scroll button to select the Ring Type option on the Settings menu or press the number 2 key • Press the Select soft key for the Default setting that is highlighted to display the list of available ring types • Use the Scroll button to select a ring type • Press the Play soft key to hear a sample of the selected ring type • To change your ring type to the desired hi-lighted choice, press the Select soft key, this will put a check in the box indicating your new ring sound • Press the Ok soft key to save your selection • Press the Exit soft key • Press the Save soft key to save your selection and Exit the Settings menu
quicktime 8. Functions - Conferencing - "Meet Me"   --  Meet-Me Conference Calls In addition to the individual or “AD-HOC” conferencing capability, a conferencing bridge is available for use. Up to 10 parties may join into a “Meet-Me” conference. Numbers are pre-assigned in the system and available through your system administrator. • Lift handset • Press the Meet- Me soft key, dial the number you have been assigned • Once the bridge is open, anyone can dial into the Meet-Me bridge using your assigned number.
quicktime 9. Functions - Conference Calls   --  Conference Calls To establish a conference call • Call the first party. • Press the More soft key and then press the Confrn soft key (this will automatically select a new line and place the other party on hold) • Dial the extension or 9 + the local number or 9 + 1 + the long distance number of another party • When the party answers, press the Confrn soft key again and the party will be added to the conference call. Repeat the above steps to add additional parties to the conference call up, up to 15 total. Conference call options • To place a conference call on hold, press the Hold soft key (the other parties can talk among themselves but they cannot hear you) • To place a conference call on speakerphone, press the Speaker button and then place the handset in its cradle • To Mute a conference call on speakerphone, press the Mute button to turn off the microphone • Things to remember: Only one person is allowed to activate the Confrn soft key. From that moment on they will act as the conference initiator, and only that person will be allowed to add participants. If the conference initiator drops out of the call, all parties will remain connected or drop depending on how the system is set up. • To view a list of conference participants, press the ConfList soft key. You will want to press the Update soft key periodically to update the screen status of the list of conferees. • To drop a particular conferee, use the Scroll button to hi-light the conferee you wish to drop and press the Remove soft key. You can remove participants only if you are the conference initiator. • Who started the Conference? While viewing the Conference List, locate the person listed at the bottom of the list with an (*) next to the name.
quicktime 10. Directories - Overview   --  Directory Features To select the missed, received or placed call history directory • Press the Directories button • Use the Scroll button to highlight the Missed Calls, Received Calls or Placed Calls option on the Directory menu • Press the Select soft key to choose the directory desired • You may also choose to press (1) for Missed Calls, (2) for Received Calls or (3) for Placed Calls • Use the Scroll button to view and hi-light the entries in directory selected, data stored will include the extension or external number, internal name and the date & time • If the number is an extension in your office, press the Dial soft key to speed dial the selected number • If the number is a call from the outside, press the EditDial softkey and enter 9 or 9 + 1, then press the Dial soft key • When you are finished, press the Exit soft key to exit the Directories menu Note: Each Directory will hold up to 32 call records. The 33rd call will then replace call one, the 34th call will then replace call two and so on. Calls are listed in order by the most recent call. Note: By pressing the Clear soft key, it will clear ALL call history information for Missed, Placed and Received calls.
quicktime 11. Directories - Corporate   --  Making Calls from the Corporate Directory To find a name and phone number in the IP Phone Corporate Directory: • Press the Directories button • Use the Scroll key to hi-light and select the Corporate Directory option on the menu • Press the Select soft key to display the directory search options • Use the Scroll key to select the search option: First Name, Last Name or Number • Use the numbers corresponding to the letters on the dial pad to enter a name or number to find it in the directory. It is not necessary to enter a complete query to conduct a search • Or, press the Submit soft key – without entering any search criteria (up to 64 entries will be returned) • Then press the Search soft key to display all names that begin with the letters you chose • If more than one name appears, use the Scroll key to highlight the number you wish to reach • Use the Scroll key to highlight the branch office you wish to reach • Press the Dial soft key to speed dial your selection
quicktime 12. Voicemail - Initializing Before First Use   --  SETTING UP YOUR MAILBOX To Set Up Your New Mailbox 1. Use instructions (left column) to LOG IN. 2. Your temporary password will be 1 2 3 4 5 # 3. You will hear "Welcome to Unity". Unity’s tutorial will play until you successfully complete the mailbox setup. 4. You Will Be Prompted To: • Record your NAME (first and last) • Record a PERSONAL GREETING • Change your PIN. To Record Your Name 1. At the tone, “Say Your First And Last Name” 2. Press # 3. If you like the recording, press # to accept To Record Your Standard Greeting 1. When prompted, press 1 2. At the tone, “Record Your Greeting” 3. Press # • To Erase and re-record, press 1 4. To Accept, press # To Change Your Pin 1. Enter your new Pin 2. Enter the new pin Again To Exit Mailbox Set-Up ➢ When complete Cisco Unity will say: “You have finished Enrollment” ➢ Press * to Exit setup and return to the main menu or hang up
quicktime 13. Voicemail - Retrieving Messages   --  ➢ FROM YOUR OWN EXTENSION Press the MESSAGES key Enter PIN Press #
quicktime 14. Voicemail - Accessing from One's Phone   --  ➢ FROM YOUR OWN EXTENSION Press the MESSAGES key Enter PIN Press #
quicktime 15. Voicemail - Accessing from an Outside Line   --  ➢ FROM AN OUTSIDE LINE ➢ Dial the vm pilot number 651-767-8399 ➢ Press * ➢ Enter ID (mailbox number) ➢ Press # ➢ Enter PIN
quicktime 16. Voicemail - Accessing from Another Extension   --  ➢ FROM ANOTHER EXTENSION Press the MESSAGES key Press * Enter ID (mailbox number) Press # Enter PIN
quicktime 17. Voicemail - Forwarding Calls To   --  Forward All Calls • Press the CFwdALL soft key (you will hear two beeps) • Dial the extension or 9 + number to which all calls will be forwarded • Or, press the Messages button to forward your calls to your voicemail box • A flashing right arrow/telephone icon will appear on the top right line of the LCD display, and a banner will appear at the bottom of the display showing the number you’ve forwarded to Note: You can only forward the top line of the Phone. If you want to forward another extension number which appears on your phone, use the CCM User Web Browser to do this. Cancel Forward All Calls • Press the CFwdAll soft key (you will hear one beep) • The flashing right arrow/telephone icon on the LCD display will disappear indicating that forward all calls has been deactivated
quicktime 18. Voicemail - Help Tree Diagram   --  Refer to downloadable document on this page.
quicktime 19. Functions - iDivert   --  iDivert – Transfer a ringing call automatically to Voice Mail • When your phone is ringing, you can choose to send the call immediately to Voice Mail by pressing the iDivert soft key. This soft key can be pressed at any time while the call is ringing on the IP Phone.
quicktime 20. Functions - Park - Placing Calls on Hold on the System   --  Call Park This feature can be used to place a call into Hold, so that it may be retrieved by any telephone on the system. The system will automatically assign a Park slot number, from 520 – 539 • While on the call, press the More soft key • Press the Park soft key (the LCD display will show the slot to which the call is parked) • Hang up the handset Note: Write down the displayed phone number-it remains on your display for 20 seconds. The call will remain parked for a total of 60 seconds. If the call should not be picked up within this time frame, the call will ring back to the phone that initiated the call park feature and state “Call Park Reversion 52x ”.
quicktime 22. Transferring Calls- Basic   --  Transfer a Call • While on the call, press the Trnsfer soft key (this places the caller on hold) • Dial the extension number you wish to transfer the caller to. • You may immediately press the Trnsfer soft key to complete the transfer or when the party answers, announce the call and press the Trnsfer soft key again. • If the person refuses the call or if the phone rings without an answer, press the EndCall soft key, then press the Resume soft key to return to the original call. • To transfer a caller directly into someone’s Voice Mail Box, press the Trnsfer soft key, enter *1 + the extension number of the user’s Voice Mail Box, then press the Trnsfer soft key again.
quicktime 25. Transferring Calls to Voicemail   --  Transfer a Call • While on the call, press the Trnsfer soft key (this places the caller on hold) • Dial the extension number you wish to transfer the caller to. • You may immediately press the Trnsfer soft key to complete the transfer or when the party answers, announce the call and press the Trnsfer soft key again. • If the person refuses the call or if the phone rings without an answer, press the EndCall soft key, then press the Resume soft key to return to the original call. • To transfer a caller directly into someone’s Voice Mail Box, press the Trnsfer soft key, enter #1 + the extension number of the user’s Voice Mail Box, then press the Trnsfer soft key again.
quicktime 26. Advanced - Call Pick-Up   --  Call Pickup This feature can be used to answer incoming calls that is ringing within a pre-defined call pickup group. • Lift handset • Press the Pickup soft key, immediately speak to answer the call