Cisco Unified IP Phone 8961, 9951, and 9971 User Guide for Cisco Unified Communications Manager 9.0 (SIP)
Calling Features
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Calling Features

Contents

Calling Features

This chapter contains the following information:

Feature Buttons and Softkeys

Depending on how your system administrator set up your phone, some features included in this guide may not be available to you.

The following table provides information about some of the features that are available on softkeys and dedicated feature buttons and some that your system administrator can set up on programmable feature buttons. Features that appear on softkeys are set up by your system administrator.

Feature name

Dedicated feature button

Programmable feature button

Softkey

Alert Calls

 

X

All Calls

X

Answer

X

Assured Services for SIP Lines

X

Call Back

X

X

Call Forward All

X

X

Call Park

X

X

Call Park Line Status

X

Call Pickup

X

X

Call Pickup Line Status

X

Conference

X

X (available only while on a conference)

Divert

X

Do Not Disturb

X

Group Pickup

X

X

Hold

X

Hunt Groups

X

Intercom

X

Malicious Call Identification (MCID)

X

X

Meet Me

X

X

Mobile Connect

X

X

Mute

X

Other Pickup

X

X

Privacy

X

Quality Reporting Tool (QRT)

X

X

Redial

X

X

Speed Dial

X

X

Speed Dial Line Status

X

Support for Hold Button on USB Headset

X

Transfer

X

X (available only during a transfer)

Survivable Remote Site Telephony Overview

If communication between your phone and the Cisco Unified Communications Server is interrupted, you receive an alert message on your phone. If you are on an active call, the call remains established, and you enter a failover situation. This failover is the Survivable Remote Site Telephony (SRST) feature.

While in failover, not all the features of your phone are available. The following table describes typical feature and feature availability, although not all the features may be supported on your phone . For more information about feature availability during failover, contact your system administrator.

Table 1 Feature Support During Failover
Feature Supported Notes

New Call

Yes

 

End Call

Yes

 

Redial

Yes

 

Answer

Yes

 

Hold

Yes

 

Resume

Yes

 

Conference

Yes

 

Conference to Active Calls (Join)

No

The Active Calls softkey does not display.

Conference List

No

 

Transfer

Yes

 

Transfer to Active Calls (Direct Transfer)

No

 

Auto Answer

Yes

 

Call Waiting

Yes

 

Caller ID

Yes

 

Audible Message Waiting Indicator

Yes

 

All Calls Programmable Line Key

Yes

 

Answer Programmable Line Key

Yes

 

Unified Session Presentation

Yes

Conference is the only feature supported.

Voicemail

Yes

Your voicemail will not be synchronized with other users in the Cisco Unified Communications Manager cluster.

Speed Dial

Yes

 

Service IRL Programmable Line Key

Yes

 

To Voicemail (iDivert)

No

The iDivert softkey does not display.

Line Filters

Partial

Lines are supported but cannot be shared.

Park Monitoring

No

The Park softkey does not display.

Barge

No

You see the message “That feature is not currently available.”

Enhanced Message Waiting Indication

No

Message count badges do not appear on the phone screen.

Only the Message Waiting icon displays.

Directed Call Park

No

The softkey does not display.

BLF

Partial

BLF feature key works like Speed Dial keys.

Hold Reversion

No

Calls remain on hold indefinitely.

Remote Hold

No

Calls appear as Local Hold calls.

Meet Me

No

The Meet Me softkey does not display.

PickUp

No

The softkey causes no action.

Group PickUp

No

The softkey causes no action.

Other PickUp

No

The softkey causes no action.

Malicious Call ID

No

The softkey causes no action.

QRT

No

The softkey causes no action.

Hunt Group

No

The softkey causes no action.

Intercom

No

The softkey causes no action.

Mobility

No

The softkey causes no action.

Privacy

No

The softkey causes no action.

Call Back

No

The Call Back softkey does not display.

When your phone loses connectivity, your phone may display a message like this: Service interruption. Some features unavailable.

Basic Call Options

Here are some easy ways to place a call on your Cisco Unified IP Phone.

Tips
  • You can dial on-hook, without a dial tone (pre-dial). To pre-dial, enter a number, then go off-hook by lifting the handset, or pressing Dial, or .
  • Press Turn On to enable the Enable Video On/Off feature, or press Return to return to the Setup screen.
  • If parties on a call hear a beep tone, the call may be monitored or recorded. For more information, contact your system administrator.
  • Your phone may be set up for international call logging, which is indicated by a “+” symbol on the call history, redial, or call directory entries. For more information, contact your system administrator.

Place Call Using Speakerphone

Procedure
    Step 1   Press .
    Step 2   Enter a number.

    Place Call Using Headset

    Procedure
      Step 1   If the headset button is lit, press New Call and enter a number.
      Step 2   If the headset button is not lit, press and enter a number.

      Release call and start another call

      Procedure
        Step 1   When you are on an active call or during dialing, press the Release button on the phone. The following actions occur:
        • The active call ends
        • The phone provides dial tone
        • The New Call window displays
        Step 2   Enter the number and press Dial.

        Actionable Incoming Call Alert

        The Actionable Incoming Call Alert displays an actionable alert instead of a toast alert when you receive an incoming call. In addition to displaying incoming caller details, the actionable alert allows you to answer, ignore, or divert the call.

        Your administrator configures the Actionable Incoming Call Alert. By default, this actionable alert is disabled.


        Note


        If both the Custom Line Filters and the Actionable Incoming Call Alert features are enabled, actionable call alerts apply only to the lines that are covered by filters.


        Related Information

        Agent Greeting

        Agent Greeting allows you to create and update a prerecorded greeting that plays at the beginning of a call, such as a customer call, before you begin the conversation with the caller. You can prerecord a single greeting or multiple greetings as needed.

        When a customer calls, both parties hear the prerecorded greeting. You can remain on mute until the greeting ends or answer the call over the greeting.

        For more information, contact your system administrator.

        Alert Calls

        The Alert Calls feature allows you to view a list of all Alert Calls in chronological order (oldest to most recent). You interact with this feature using a programmable line key, which makes it easier to view all of the Alert Calls that are received across your phone lines

        An Alert Call is a specific phone number that you consider important and want to be alerted to when you receive a call from - or dial a call to - this number.

        System administrators set up the Alert Calls button using the Cisco Unified Communications Manager (Unified CM) Administration. Contact her and request that she assign this feature to your phone.

        All Calls

        All Calls allows you to view a list, sorted in chronological order (oldest first), of all active calls on all of your phone lines. You see the normal phone calls as well as shared line, barged calls, and conference calls.

        You use this feature if you have multiple lines or if you share lines with other users. With the All Calls view:

        • All active calls display on one place, making it easy to view and interact with calls on any line.
        • When you lift the handset, the phone selects your primary line, which helps prevent inadvertent use of a shared line for dialing.
        • You can press the flashing amber session button to answer a ringing call on any line. You do not need to first select the line with the ringing call before answering it.

        Your system administrator sets up the All Calls button depending on your call-handling needs and work environment.

        Your system administrator can also set up your primary line to automatically display all calls. Your system administrator can also set up your phone so that after a call completes, the primary line with the All Calls view displays.

        View All Calls On Phone

        All active calls from all the lines on your phone are displayed in chronological order, oldest to newest.
        Procedure
          Step 1   To view all calls, press All Calls.
          Step 2   If you do not see the All Calls button, press Primary Line.

          Answer

          Answer allows you to answer the oldest call that is available on all line appearances on your phone, including Hold Reversion and Park Reversion calls that are in an alerting state. Incoming calls always have priority over Held or Park Reversion calls.

          Your system administrator sets up the Answer button depending on your call-handling needs and work environment. Typically, the Answer is set up if you have multiple lines.

          When you get a call, you see a notification window on the phone screen, called a call toast. The call toast remains visible for a preset amount of time. Your system administrator sets up the default time. Your administrator can also enable an interactive notification alert window, called an Actionable Incoming Call Alert, that enables you to directly answer, dismiss or divert a call.

          If an incoming call has been call forwarded from another phone, you may see additional information in the call toast to identify that the call has been forwarded. Your system administrator controls the amount of additional information displayed. Additional information can identify the person who forwarded the call to you and the caller information.

          Incoming calls can be filtered using Custom Line Filters. You can create up to twenty custom line filters or use the preset ones. Default line filters are configured by an administrator.

          Related References
          Related Information

          Answer Oldest Call First

          Procedure
          To answer the oldest incoming call first, press Answer.

          Assured Services for SIP Lines

          Depending on how your system administrator configures your phone system, your phone might support making and receiving secure calls using the Assured Services for SIP Lines (AS-SIP) feature.

          With this feature, routine calls are placed normally. However, during an emergency you can select a priority level that helps ensure the delivery of critical calls. Depending upon how your telephone is configured, you may be required to enter your login information also.

          When you receive a priority call, a precedence level icon displays next to the caller’s name on your phone display.

          For more information, contact your system administrator.

          Make Priority Call with Login Required

          Procedure
            Step 1   Retrieve the handset from the cradle
            Step 2   Press the PrecLevel softkey.
            Step 3   Select a priority level for the call.
            Step 4   Enter your credentials on the authorization screen. You have three opportunities to enter your login information correctly.
            Step 5   Enter the destination number.

            You hear the precedence ring back tone and the precedence level icon displays on the screen.


            Make Priority Call Without Login

            To place a priority call without logging in, follow these steps:

            Procedure
              Step 1   Retrieve the handset from the cradle.
              Step 2   Press PrecLevel.
              Step 3   Selects the desired priority level for the call.
              Step 4   Enter the destination number.

              You hear the precedence ringback tone and the precedence level icon displays on the screen.


              Auto Answer

              Auto Answer prompts your phone to automatically answer incoming calls after one ring.

              Your system administrator sets up Auto Answer to work with either your speakerphone or headset.


              Note


              If you have Auto Answer set up for the speakerphone, and you change the call to the headset, your next incoming call rings on the headset. If you have Auto Answer set up for the headset, and you change the call to the speakerphone, your next incoming call rings on the speakerphone. Auto Answer makes sure that the call is answered; it does not override the location where you interacted with a previous call.


              Auto Answer with Headset

              Incoming calls are autoanswered with the headset when the following conditions apply:
              • Auto Answer with Headset is enabled by your system administrator.
              • The Headset button is illuminated.
              • The headset is connected to the phone.

              Otherwise, calls ring normally and you manually answer them.

              To keep the Headset button illuminated, use buttons and softkeys (instead of the Headset button) to place and end calls. Your administrator sets the headset as the default audio path for Auto Answer.

              Auto Answer with Speakerphone

              Keep the handset in the cradle and the Headset button unlit. Otherwise, calls ring normally and you must manually answer them.

              Barge

              Barge allows you to add yourself to non-private calls on a shared line. You can convert the call into a conference and add new participants.

              Related Information

              Add Yourself to Call On Shared Line

              Procedure
              Press the red line button for the shared line.

              You are added to the call.


              Call Back

              Call Back allows you to receive an audio and a visual notification on your phone when a busy or unavailable party becomes available.

              Callback may appear on your phone as a feature button or a softkey. For more information, contact your system administrator.

              Set Up Call Back Notification

              Procedure
                Step 1   Press Callback while listening to the busy tone or ring sound. A confirmation screen displays on the phone.
                Step 2   Press Exit to exit the confirmation screen.

                Your phone alerts you when the line is free.

                Step 3   Press Dial to place the call again.

                Call Chaperone

                Call Chaperone allows an authorized Call Chaperone user (the chaperone) to supervise (chaperone) and record a call. Chaperoned calls have a minimum of three parties: the calling party, the chaperone, and the called party. To determine if you are an authorized chaperone, contact your system administrator.

                The chaperone answers a call, creates a conference call, and remains on the conference call to chaperone and record the call. Cisco Unified IP Phones that are set up with the Call Chaperone feature also have a Record button.

                When the chaperone hangs up the call, the entire conference ends.

                The chaperone can perform only the following tasks while chaperoning the call:

                • Record the call.
                • Conference in one participant. A chaperone can conference the first participant only; subsequent participants can be added to the conference only by the other participants in the conference.
                • End the call.

                Record Chaperoned Call

                Procedure
                  Step 1   Answer an incoming call.

                  The Record button displays if the system determines that the call must be chaperoned and recorded.

                  Step 2   Press Conference to create a conference call.
                  Step 3   Enter the phone number for the party you want to add and press Call.
                  Step 4   When the called party answers, press Conference.

                  The conference begins.

                  Step 5   Press Record to begin recording the conference call.

                  Alternatively, you can begin recording the call before the conference call is established. In this case, press Conference after answering the incoming call. The call gets put on hold automatically, and the recording stops while you set up the conference call. The recording restarts automatically when the conference call is established.

                  Step 6   Press End Call to end the chaperoned call; all parties are disconnected.

                  Call Forward

                  Call Forward allows you to forward calls from any line on your phone to another number.

                  There are two types of call-forwarding features that your system administrator may set up on your phone:

                  • Unconditional call forwarding (Call Forward All)—Applies to all calls that you receive. You can set up Call Forward All directly on your phone for any line. To set up Call Forward All remotely, go to your User Options web pages.
                  • Conditional call forwarding (Call Forward No Answer, Call Forward Busy, Call Forward No Coverage)—Applies to certain calls that you receive, according to conditions, and is set up from your User Options web pages.

                  When forwarding calls from your phone:

                  • Enter the call forward target number exactly as you would dial it from your phone. For example, enter an access code or the area code, if necessary.
                  • Call forward is phone-line specific. If a call reaches you on a line where call forwarding is not enabled, the call rings as usual.
                  • Your system administrator can set up other call-forward options that do the following:
                    • Allow calls placed from the call forward target number to your phone to ring through, rather than be forwarded.
                    • Prevent you from creating a call-forward loop or exceeding the maximum number of links in a call forwarding chain.

                  Forward All Calls

                  Procedure
                    Step 1   On any idle line from which you want to forward your calls, press Forward All.
                    Step 2   Enter a phone number, or select an entry from the Call History list. Depending on how your voicemail system is set up, you may be able to press Messages to forward all calls to voicemail. Visual confirmation displays for a few seconds to confirm the number to which your calls will be forwarded.
                    Step 3   To verify that your calls are forwarded, look for:
                    • A Forward All icon in the line label.
                    • The forwarding information in the header.
                    Step 4   To cancel call forwarding, press Forward Off.
                    Step 5   To set up conditional call forwarding, go to your User Options web page.

                    Call Park

                    Call Park allows you to use your phone to park (temporarily store) a call, which you can then retrieve from another phone (such as a phone at a coworker’s desk or in a conference room).

                    There are two ways you can park a call:

                    Park

                    Allows you to park an active call that you answered on your phone, and retrieve it using another phone in the Cisco Unified Communications Manager system.

                    Directed Call Park

                    Allows you to park and retrieve an active call in two different ways:

                    • Assisted Directed Call Park—Allows you to park an active call using a feature button, which your system administrator sets up as a speed-dial line. With this type of directed call, you can monitor the status of the line (in-use, idle, or Do Not Disturb) using Line Status indicators.
                    • Manual Directed Call Park—Allows you to park an active call by transferring it to a Directed Call number, which your system administrator sets up. You retrieve the call at another phone by dialing a park retrieval prefix number (provided by your system administrator) and then dialing the Directed Call number you used to park the call.

                    Your system administrator sets up either the Directed Call Park or the Park feature on your phone, but not both.

                    Related Information

                    Park and Retrieve Call Using Park

                    Procedure
                      Step 1   During a call, press Park, then hang up. Your phone displays the number where the system parked the call. The parked call is put on hold, and you can press Resume to resume the call on your phone.
                      Step 2   From any other Cisco Unified IP Phone in your network, enter the number where the call is parked to retrieve the call.
                      Step 3   If you do not retrieve the call within a certain amount of time (set by your system administrator) you receive an alert tone, at which time you can:
                      • Press Answer to answer the call on your phone.
                      • Retrieve the call from another phone.
                      If you fail to retrieve or answer the call within a specified amount of time, the call is redirected to another destination (set up by your system administrator), such as voicemail. If the call gets redirected, it can no longer be retrieved by using Call Park.

                      Park Call Using Assisted Directed Call Park

                      Procedure
                        Step 1   During a call, press Directed Call Park displaying an idle Line Status indicator.
                        Step 2   Retrieve the call from any other Cisco Unified IP Phone in your network as follows:
                        1. Enter the park retrieval prefix.
                        2. Dial the Directed Call number.

                          Example:If the park retrieval prefix is "99" and the Directed Call number is "1234," enter 991234.
                        Step 3   If you do not retrieve the call within a certain amount of time (set by your system administrator) you receive an alert tone, at which time you can:
                        • Press Resume to resume the call on your phone.
                        • Retrieve the call from another phone.
                        If you fail to retrieve or resume the call within a specified amount of time, the call is directed to another destination (set up by your system administrator), such as voicemail. If the call gets redirected, it can no longer be retrieved by using Call Park.

                        Park Call Using Manual Directed Call Park

                        Procedure
                          Step 1   During a call, press Transfer .
                          Step 2   Enter the Directed Call number where you will park the call.
                          Step 3   Press Transfer again to finish parking the call, then hang up.
                          Step 4   Retrieve the call from any other Cisco Unified IP Phone in your network as follows:
                          1. Enter the park retrieval prefix.
                          2. Dial the Directed Call number.

                            Example:If the park retrieval prefix is "99" and the Directed Call number is "1234," enter 991234.
                          Step 5   If you do not retrieve the call within a certain amount of time (set by your system administrator) you will receive an alert tone, at which time you can:
                          • Press Resume to resume the call on your phone.
                          • Retrieve the call from another phone.
                          If you fail to retrieve or resume the call within a specified amount of time, the call is directed to another destination (set up by your system administrator), such as voicemail. If the call gets redirected, it can no longer be retrieved by using Call Park.

                          Call Pickup

                          Call Pickup allows you to answer a call that is ringing on a coworker’s phone by redirecting the call to your phone. Your system administrator sets up call groups and can assign you to one or more call groups. Your system administrator also sets up the Call Pickup softkeys depending on your call-handling needs and work environment.

                          You might use Call Pickup if you share call-handling tasks with coworkers.

                          There are three ways you can pick up a call:

                          Pickup

                          Allows you to answer a call that is ringing on another phone within your call pickup group.

                          If multiple calls are available for pick up, your phone picks up the oldest call first (the call that has been ringing for the longest time).

                          Group Pickup

                          Allows you to answer a call on a phone that is outside your call pickup group by:

                          Using a group pickup number (provided by your system administrator).

                          Dialing the number of the ringing phone.

                          Other Pickup

                          Allows you to answer a call that is ringing on another phone within in your call pickup group or in an associated call pickup group.

                          You can also monitor and pick up ringing calls using Line Status indicators if your system administrator has set up Line Status indicators on speed-dial buttons for you. Line Status indicators allow you to see if a line associated with a speed-dial button is idle, in-use, in a Do Not Disturb state, or ringing.

                          Related References

                          Answer Call Using PickUp

                          Procedure
                            Step 1   Perform one of the following actions:
                            • Press PickUp to transfer a ringing call within your pickup group to your phone.
                            • If you have multiple lines and want to pick up the call on a nonprimary line, first press the desired line button, then press PickUp.

                            If your phone supports autopickup, you are connected to the call.

                            Step 2   If the call rings, press Answer to connect to the call.

                            Answer Call Using Group PickUp and Group PickUp Number

                            Procedure
                              Step 1   Perform one of the following actions:
                              • Press Group PickUp to answer a call on a phone outside your pickup group.
                              • If you have multiple lines and want to pick up the call on another line, first press the desired line button, then press Group PickUp.
                              Step 2   Enter the group pickup number.

                              If your phone supports autopickup, you are now connected to the call.

                              Step 3   If the call rings, press Answer to connect to the call.

                              Answer Call Using Group PickUp and Phone Number

                              Procedure
                                Step 1   Perform one of the following actions:
                                • Press Group PickUp.
                                • If you have multiple lines and want to pick up the call on a nonprimary line, first press the desired line button, and then press Group PickUp.
                                Step 2   Enter the number of the phone line with the call that you want to pick up.

                                For example, if the call is ringing on line 12345, enter 12345.

                                If your phone supports autopickup, you are now connected to the call.

                                Step 3   If the call rings, press Answer to connect to the call.

                                Answer Call Using Other PickUp

                                Procedure
                                  Step 1   Press OPickUp to transfer a call in your pickup group or in an associated group to your phone.

                                  If your phone supports autopickup, you are now connected to the call.

                                  Step 2   If the call rings, press Answer to connect to the call.

                                  Call Waiting

                                  Call Waiting provides the following to notify you that a new call is ringing on your phone when you are talking on another call:

                                  • Call Waiting tone (single beep )
                                  • An amber flashing line button

                                  This feature is configured by the administrator.

                                  Respond to Call Waiting Notification

                                  To answer the ringing call, press the flashing amber session button or press Answer to answer the call. You can also use the Navigation pad and scroll to the call and press Select to answer it. Your phone puts the original call on hold automatically and connects the ringing call.

                                  Procedure
                                    Step 1   If the call is on a different line, you must first press the line button or All Calls, if available, to display the ringing session and then answer the call.
                                    Step 2   If the call is on the same line and not visible, as there are many calls, then you must scroll to display the sessions.
                                    Step 3   If a programmable feature button is set up by your system administrator to answer calls, you can press the feature button to answer a ringing call, regardless of the line of the call or the line that is currently visible. The phone automatically switches the line to display the call.

                                    Client Matter Code

                                    Your system administrator can set up your phone to request that you enter a Client Matter Code (CMC) after you dial a phone number. The CMC can be used for accounting or billing codes, and your system administrator assigns CMCs..

                                    When required, the phone displays Enter Client Matter Code, the dialed number changes to "********", and you hear a special tone. Enter the CMC for the call using the keypad.

                                    Related Information

                                    Conference

                                    Conference allows you to talk simultaneously with multiple parties in an ad hoc meeting.

                                    When you are talking on a call, use Conference to dial another party and add them to the call.

                                    If you have multiple phone lines, you can alternately use Conference to combine two calls across two lines. For example, if you have a call on Line 1 and a call on Line 2, you can combine the calls into a conference.

                                    As the conference host, you can remove individual participants from the conference. The conference ends when all participants hang up.

                                    Related References
                                    Related Information

                                    Add Party to Call to Create Conference

                                    Procedure
                                      Step 1   Start with a connected call that is not on hold.
                                      Step 2   Press Conference and do one of the following:
                                      • Enter the phone number for the party you want to add and press Call.
                                      • Press a speed-dial button.
                                      • Press Speed Dial, enter a speed-dial number and press Speed Dial again.
                                      • Press Active Calls and select a call.
                                      • Select a call from the Call History.
                                      Step 3   Wait for the party to answer (or skip to step 4 while the call is ringing).
                                      Step 4   Press Conference. The conference begins.

                                      Join Calls into Conference

                                      The conference is established on the line that had the active call.

                                      Procedure
                                        Step 1   Start with two connected calls.
                                        Step 2   Make sure that one of the calls is active (not on hold). If both calls are on hold, resume one call.
                                        Step 3   Press Conference .
                                        Step 4   Press the line button for the other (held) call or if the held call is on another line:
                                        1. Press Active Calls.
                                        2. Choose a call from the list.
                                        3. Press Conference.

                                        The conference begins. The conference is established on the line that had the active call.


                                        Swap Between Calls Before Completing Conference

                                        Use this procedure to consult privately with the conference and another person, before adding the person into the conference.

                                        Procedure
                                          Step 1   Call a new conference participant, but do not add the participant to the conference.
                                          Step 2   Press Swap to toggle between the participant and the conference.

                                          View Conference Participants

                                          You can view the details of the last 16 participants who joined the conference.

                                          Procedure
                                          While in a conference, press Show Details to view a list of participants.
                                          Note   

                                          When you place a call to another party, and the person you called creates a conference with a third phone, the Show Details softkey only displays for the person who created the conference.


                                          Remove Conference Participants

                                          Procedure
                                            Step 1   While in a conference, press Show Details.
                                            Step 2   Highlight the participant that you want to remove, then press Remove.

                                            Custom Line Filters

                                            Custom Line Filters enable you to reduce alert activity by filtering activity to high-priority lines. The filtering allows you to set the alerting call notification priority on a subset of lines covered by an alert filter. The custom filter generates either traditional pop-up alerts or actionable alerts for incoming calls on the selected lines. For each filter, only the subset of lines listed in the filter generate an alert. If a filter is turned off, lines listed in the filter do not show alert notifications.

                                            If this feature has been configured, there are three, selectable, filter types available to you:

                                            • All Calls (on all lines)
                                            • Daily schedule
                                            • Custom user

                                            The administrator configures the default line filter, which is visible to you as the Daily schedule filter. Even if the administrator has not configured the default filter, the All Calls filter and custom filter options are available to you. If you have not created any custom filters, all provisioned lines are covered by the default line filter if it exists, or all calls if the default line filter does not exist.

                                            You cannot edit either the All Calls filter or the Daily schedule filter, but you can use the Daily schedule filter as a template for a new, custom filter by duplicating and then editing the duplicate filter.

                                            You save the custom filters directly to your phone so that you can quickly select and change coverage. You can define a maximum of 20 custom filters, but only one filter may be active at a time.

                                            You can create and manage your filters from the Call notifications menu option, available under Settings > Preferences on your phone.


                                            Note


                                            If both the Custom Line Filters and the Actionable Incoming Call Alert features are enabled, actionable call alerts apply only to the lines that are covered by filters.


                                            Add line filter

                                            Procedure
                                              Step 1   On your phone, go to Settings > Preferences.
                                              Step 2   Highlight Call notifications, and press Select.

                                              The current filter displays next to the option.

                                              Step 3   Highlight Add new filter and press Select.

                                              The maximum number of custom filters is 20. If you have already created the maximum number of custom filters, delete a filter before continuing with this procedure.

                                              Step 4   Press Select a second time to make the text editable.

                                              The Show incoming call notification for selected lines screen with available phone lines displays.

                                              Step 5   Accept the default name for the new filter, or enter a new one.
                                              Step 6   Select the lines to add to the new filter.

                                              All available lines are displayed in the list. If you require a line that is not in the list, contact your administrator.

                                              Step 7   Click Apply.
                                              Step 8   To view the filter, press Back.

                                              Delete line filter

                                              Procedure
                                                Step 1   On your phone, go to Settings > Preferences.
                                                Step 2   Highlight Call notifications, and press Select.
                                                Step 3   Highlight the filter to be deleted and press Delete.

                                                The filter is deleted and no longer appears in the list of filters.


                                                Duplicate line filter

                                                Procedure
                                                  Step 1   On your phone, go to Settings > Preferences.
                                                  Step 2   Highlight Call notifications, and press Select.
                                                  Step 3   Highlight the filter to be duplicated and press Duplicate.
                                                  Step 4   Highlight the duplicated filter and press Edit.
                                                  Step 5   (Optional)Enter a new name for the filter.
                                                  Step 6   Add or remove available lines from the filter.
                                                  Step 7   Click Apply.
                                                  Step 8   To view the filter, press Back.

                                                  Edit line filter

                                                  Procedure
                                                    Step 1   On your phone, go to Settings > Preferences.
                                                    Step 2   Highlight Call notifications, and press Select.
                                                    Step 3   Highlight the filter to be edited and press Edit.
                                                    Note   

                                                    You cannot edit the Daily schedule filter. For more information, contact your administrator.

                                                    Step 4   (Optional) Enter a new name for the filter.
                                                    Step 5   Add or remove available lines from the filter.
                                                    Step 6   Click Apply.
                                                    Step 7   To view the filter, press Back.

                                                    Rename line filter

                                                    Procedure
                                                      Step 1   On your phone, go to Settings > Preferences.
                                                      Step 2   Highlight Call notifications, and press Select.
                                                      Step 3   Highlight the filter to be renamed and press Edit.
                                                      Step 4   Enter a new name for the filter.
                                                      Step 5   Click Apply.
                                                      Step 6   To view the filter, press Back.

                                                      Divert

                                                      Divert allows you to send an active or ringing call to your voicemail system or to a predetermined phone number (set up by your system administrator).

                                                      Divert Call

                                                      You can silence the incoming (ringing) call. Press Volume down once, then let the incoming call go to the target number (voicemail or predetermined number set up the system administrator).

                                                      Procedure
                                                        Step 1   To redirect an incoming (ringing) call while on another call, use the Navigation

                                                        pad to highlight the incoming call, then press Divert. Otherwise press Divert to redirect the current, active call.
                                                        Step 2   To redirect an incoming call while not on a call, press Divert.
                                                        Step 3   To redirect a held call, first resume the call and then press Divert.

                                                        Do Not Disturb

                                                        Do Not Disturb (DND) allows you to turn off either:

                                                        • The ringer on your phone
                                                        • The ringer and any visual notification that you have an incoming call

                                                        When DND is enabled, your incoming calls forward to another number, such as your voicemail, if it is set up and the call is not saved or listed in your Call History.

                                                        The DND feature affects all lines on a phone. The feature does not affect intercom or 911 calls.

                                                        Your system administrator sets up a line button or softkey on your phone for DND with the ringer and visual notifications off by default. However, you can change your DND options from your User Options web pages.

                                                        Turn DND On and Off

                                                        Procedure
                                                          Step 1   Press DND to turn on DND. Visual confirmation displays briefly.
                                                          Step 2   Press DND again to turn off DND. Visual confirmation displays briefly.

                                                          Extension Mobility

                                                          Cisco Extension Mobility (EM) allows you to configure a Cisco Unified IP Phone as your own temporarily. After you sign in to EM, the phone adopts your user profile, including your phone lines, features, established services, and web-based settings. Your system administrator sets up EM for you.

                                                          The Cisco Extension Mobility ChangePIN feature allows you to change your PIN from your Cisco Unified IP Phone.

                                                          Enable Extension Mobility

                                                          Procedure
                                                            Step 1   Press Applications .
                                                            Step 2   Select Extension Mobility. The label may vary.
                                                            Step 3   Enter the user ID and PIN provided by your system administrator.
                                                            Step 4   If prompted, select a device profile. Running applications also appear in the Running Applications window.
                                                            Step 5   To sign out, press Applications .
                                                            Step 6   Select Extension Mobility. The label may vary.
                                                            Step 7   When prompted to sign out, press Yes.

                                                            Fast Dial

                                                            Fast Dial allows you dial a phone number from the Fast Dial service on your phone. Before you can use Fast Dial on your phone, you must set up Fast Dial on your User Options web page.

                                                            Related Information

                                                            Place Call with Fast Dial Button

                                                            Before You Begin

                                                            Before you can use Fast Dial on your phone, you must set up Fast Dial on your User Options web page.

                                                            Procedure
                                                              Step 1   Press Fast Dial.
                                                              Step 2   Sign in to Personal Directory.
                                                              Step 3   Select Personal Fast Dials.
                                                              Step 4   Select a fast-dial code and then press the Dial softkey.

                                                              Forced Authorization Code

                                                              Your system administrator can set up your phone to request that you enter a Forced Authorization Code (FAC) after you dial a phone number. The FAC controls access to phone numbers, and your system administrator assigns FACs.

                                                              When required, the phone displays Enter Authorization Code, the dialed number changes to "********", and you hear a special tone. Enter the FAC for the call using the keypad, noting that the phone displays a "*" instead of the number entered.

                                                              Related Information

                                                              Hold

                                                              Hold allows you to put an active call into a held state. Your phone allows one active call at a time; other calls are put on hold.

                                                              Hold works with your phone handset as well as with USB headsets.

                                                              Hold call

                                                              Procedure
                                                                Step 1   To put a call on hold, press the Hold hardkey. The Hold icon displays and the line button pulses green.
                                                                Step 2   To resume the highlighted call, do one of these:
                                                                • Press the pulsing green session button.
                                                                • Press the call session on the phone display (applicable for Cisco Unified IP Phone 9971 only).
                                                                • Press Resume.
                                                                • Press Select in the Navigation pad.

                                                                Swap Between Holding and Active Calls

                                                                Procedure
                                                                Use the session buttons to swap between holding and connected calls.

                                                                If you have a held call and an active call, press Session for the held call to resume that call and place the other call on hold automatically.


                                                                Put Call on Hold by Answering New Call

                                                                If you are already on a call and receive a new call, answering the new call puts the first call on hold automatically.

                                                                Answer the new call with one of the following methods:

                                                                Procedure
                                                                  Step 1   Press the flashing amber Session button or press Session on the touchscreen (applicable for Cisco Unified IP Phone 9971 only).
                                                                  Step 2   Navigate to the new call using the Navigation pad and either press Answer or Select.

                                                                  Determine If Shared Line Is On Hold

                                                                  Procedure
                                                                  Look for a pulsing red line button and the Hold icon. When these indicators display, a call on the shared line has been put on hold remotely by another user.

                                                                  Remote Hold

                                                                  When you place a call on hold while using a shared line, the line button pulses green and the phone displays the Hold icon. When another phone places a call on hold, the line button pulses red and the phone displays the Remote Hold icon.

                                                                  Hold Reversion

                                                                  Hold Reversion notifies you when a call is left on hold.

                                                                  A Hold Reversion notification is similar to a new call notification and includes these cues:

                                                                  • Single ring, repeating at intervals
                                                                  • Flashing amber line button
                                                                  • Flashing message indicator on the handset
                                                                  • Visual notification on the phone screen

                                                                  Respond to Hold Reversion Notification

                                                                  Procedure
                                                                  Press the flashing amber line button or Answer to resume the call from hold.

                                                                  Hunt Groups

                                                                  Hunt Groups are used to share the call load in organizations that receive a large number of incoming calls.

                                                                  Your system administrator sets up a hunt group with a series of directory numbers. When the first directory number in the hunt group is busy, the system hunts for the next available directory number in the group and directs the call to that phone.

                                                                  If you are a member of a hunt group, you sign in to a hunt group when you want to receive calls, and you sign out of the group when you want to prevent calls from ringing on your phone.

                                                                  Your administrator sets up the Queue Status button so that you can view statistics about the queue for the hunt group.

                                                                  Calls in the group call queue display the same call identification number, no matter which group phone accesses the list.

                                                                  Sign In and Out of Hunt Group

                                                                  Signing out of a hunt group does not prevent direct calls from ringing your phone.

                                                                  Procedure
                                                                    Step 1   Press Hunt Group to sign in. Visual confirmation displays briefly.
                                                                    Step 2   Press Hunt Group again to sign out.

                                                                    Display Queue Statistics

                                                                    Use the queue statistics to check the status of the hunt group queue.

                                                                    Procedure
                                                                      Step 1   Press QueueStatus. The Queue status window appears.
                                                                      Step 2   To refresh the statistics, press Refresh.
                                                                      Step 3   To exit, press Exit.

                                                                      Intercom

                                                                      Intercom allows you to place and receive one-way calls using a dedicated or dialable intercom line.

                                                                      When you place an intercom call, the recipient’s phone autoanswers with mute activated (whisper mode) and broadcasts your message through the recipient’s speakerphone, headset, or handset, if one of these devices is active.

                                                                      After receiving the intercom call, the recipient can initiate two-way audio (connected mode) to allow for further conversation.

                                                                      Place Dedicated Intercom Call

                                                                      Procedure
                                                                        Step 1   Press Intercom. Your phone enters whisper mode until the recipient accepts the intercom call. If you are on an active call, that call is placed on hold.
                                                                        Step 2   Listen for the intercom alert tone, then begin speaking.
                                                                        Step 3   Press Intercom to end the call.

                                                                        Place Dialable Intercom Call

                                                                        Procedure
                                                                          Step 1   Press Intercom.
                                                                          Step 2   Enter the intercom code. Your phone enters whisper mode until the recipient accepts the intercom call. If you are on an active call, that call is placed on hold.
                                                                          Step 3   Listen for the intercom alert tone, then begin speaking.
                                                                          Step 4   Press Intercom to end the call.

                                                                          Receive Intercom Call

                                                                          Procedure
                                                                            Step 1   When an intercom call comes to your phone, you receive a message on your phone screen, an audible alert, and your phone answers the intercom call with mute activated. You can handle the intercom call in one of these ways:
                                                                            • Listen to the intercom caller in whisper mode. Any current call activity you are already engaged in continues simultaneously. In whisper mode, the intercom caller cannot hear you.
                                                                            • Press Intercom to switch to connected mode. In connected mode, you can speak to the intercom caller.
                                                                            Step 2   Press Intercom to end the call.

                                                                            Line Status

                                                                            Line Status indicators allow you to view the state of a phone line that is associated with a speed-dial button.

                                                                            Your system administrator sets up Line Status indicators on your phone.

                                                                            Line Status Indicators

                                                                            Line Status indicators show the state of a line.

                                                                            Icon

                                                                            Indicator

                                                                            Line is in use.

                                                                            Line is idle.

                                                                            Line is ringing. (Only for Call Pickup.)

                                                                            Line is in a Do Not Disturb (DND) state.

                                                                            Line Status indicators can be set up on speed-dial buttons by your system administrator and can be used with these features:

                                                                            Speed Dial
                                                                            Allows you to monitor the status of (and dial) a specific number on a speed-dial button. If the monitored line is unavailable, the Line Status button changes to a normal speed-dial button.
                                                                            Directed Call Park

                                                                            Allows you to monitor the line status of and dial a Directed Call Park number on a speed-dial button.

                                                                            Call Pickup

                                                                            Allows you to monitor the line status of (and pick up a ringing call on) a ringing call on a speed-dial button.

                                                                            Your system administrator can also set up your phone to play an audible alert when a call rings on the monitored line.

                                                                            Malicious Call Identification

                                                                            Malicious Call Identification (MCID) allows you to identify an active call as suspicious, which initiates a series of automated tracking and notification messages.

                                                                            Trace Suspicious Call

                                                                            Procedure
                                                                            Press Report Caller to send a silent notification message to your system administrator.

                                                                            When the silent notification message is sent, your phone provides both a visual and audible confirmation.


                                                                            Meet Me Conference

                                                                            Meet Me allows you to call a predetermined number at a scheduled time to host or join a Meet Me conference.

                                                                            The Meet Me conference begins when the host connects. Participants who call the conference before the host has joined hear a busy tone and must dial again.

                                                                            The conference ends when all participants hang up; the conference does not automatically end when the host disconnects.

                                                                            Host Meet Me Conference

                                                                            Procedure
                                                                              Step 1   Obtain a Meet Me phone number from your system administrator.
                                                                              Step 2   Distribute the Meet Me phone number to participants.
                                                                              Step 3   When you are ready to start the meeting, lift the handset to get a dial tone and then press Meet Me.
                                                                              Step 4   Dial the Meet Me phone number.

                                                                              Join Meet Me Conference

                                                                              Procedure
                                                                                Step 1   Dial the Meet Me phone number provided by the conference host.
                                                                                Step 2   If you hear a busy tone, the host has not yet joined the conference. In this case, hang up and try your call again.

                                                                                Mobile Connect

                                                                                Mobile Connect allows you to use your mobile phone to handle calls associated with your desk phone number.

                                                                                When you enable Mobile Connect:

                                                                                • Your desk phone and remote destinations (your mobile phones) receive calls simultaneously.
                                                                                • When you answer the call on your desk phone, the remote destinations stop ringing, are disconnected, and display a missed call message.
                                                                                • When you answer the call on one remote destination, the other remote destinations and desk phone stop ringing and are disconnected, and a missed call message is shown on the other remote destinations.
                                                                                • When you answer the call on one remote destination and then switch the call to a Cisco Unified device that shares lines, the Cisco Unified devices that share the same line display a Remote In Use message.

                                                                                To set up Mobile Connect, use the User Options web pages to set up remote destinations and create access lists to allow or block calls from specific phone numbers from being passed to the remote destinations.

                                                                                Related Information

                                                                                Turn Mobile Connect On or Off for All Remote Destinations from Desk Phone

                                                                                Procedure
                                                                                  Step 1   Press Mobility or To Mobile to display the current remote destination status (Enabled or Disabled).
                                                                                  Step 2   Press Select to change the status.
                                                                                  Step 3   Press Exit.

                                                                                  Switch Desk Phone Call to Mobile Phone

                                                                                  Procedure
                                                                                    Step 1   Press Mobility.
                                                                                    Step 2   Select To mobile.
                                                                                    Step 3   Answer the in-progress call on your mobile phone.

                                                                                    You cannot use the same phone line for any other calls, but if your desk phone supports multiple lines, you can use another line to make or receive calls.

                                                                                    The desk phone line button turns red and the handset icons and the calling party number appear on the phone display.


                                                                                    Switch Mobile Call to Desk Phone

                                                                                    Procedure
                                                                                      Step 1   Select a line on your desk phone.
                                                                                      Step 2   Hang up the call on your mobile phone to disconnect the mobile phone, but not the call.
                                                                                      Step 3   Press Resume on your desk phone within five to 10 seconds and start talking on the desk phone.

                                                                                      Hand Off Call from Mobile Phone to Desk Phone

                                                                                      Procedure
                                                                                        Step 1   While on your mobile phone, enter the access code for the handoff feature.

                                                                                        Contact your system administrator for a list of access codes.

                                                                                        Step 2   Hang up the call on your mobile phone to disconnect the mobile phone, but not the call.
                                                                                        Step 3   Press the Answer softkey on your desk phone within 10 seconds and start talking on the desk phone. Your system administrator sets the number of seconds to answer the call on your desk phone. The Cisco Unified devices that share the same line display a Remote In Use message.

                                                                                        Mute

                                                                                        Mute allows you to block audio input for your handset, headset, and speakerphone, so that you can hear other parties on the call but they cannot hear you.

                                                                                        Mute Phone

                                                                                        Procedure
                                                                                          Step 1   Press Mute to turn Mute on. Visual confirmation displays.
                                                                                          Step 2   Press Mute again to turn Mute off.

                                                                                          On-Hook Dialing

                                                                                          On-hook dialing allows you to enter a phone number before getting a dial tone and then lift the handset to complete the call.

                                                                                          Dial Number On-hook

                                                                                          Procedure
                                                                                            Step 1   Enter or speed-dial a phone number. The On-Hook Dialing screen displays.
                                                                                            Step 2   Press Call. If you are specifying an Abbreviated Dial, enter the abbreviated number and then press Speed Dial.
                                                                                            Step 3   Lift the handset, or press Speakerphone or Headset.
                                                                                            Step 4   If you hear a tone and see the message Enter Authorization Code, enter the Forced Authorization Code (FAC) given to you by your system administrator.
                                                                                            Step 5   If you hear a tone and see the message Enter Client Matter Code, enter the Client Matter Code (CMC) given to you by your system administrator.

                                                                                            If authorized by the system, the call proceeds.


                                                                                            Plus Dialing

                                                                                            Plus Dialing allows you to press and hold the star (*) key for at least 1 second to insert a plus (+) sign as the first digit in a phone number for international dialing. The plus sign applies only for on-hook or off-hook calling.

                                                                                            When you see phone numbers with the + sign in them, you can select and dial the entry without having to add digits for international calls.

                                                                                            Dial International Number

                                                                                            Procedure
                                                                                              Step 1   Press and hold star (*) for at least 1 second. The plus (+) sign displays as the first digit in the phone number. The corresponding tone stops to indicate that the * has changed to a + sign.
                                                                                              Step 2   Dial the international number.

                                                                                              Privacy

                                                                                              Privacy allows you to prevent others who share your line from seeing information about your calls.

                                                                                              Privacy applies to all shared lines on your phone. If you have multiple shared lines and Privacy is enabled, others cannot view any of your shared lines.

                                                                                              If the phone that shares your line has Privacy enabled, you can make and receive calls using the shared line as usual.

                                                                                              Related Information

                                                                                              Enable Privacy on Shared Line

                                                                                              Procedure
                                                                                                Step 1   Press Privacy to enable the feature. Visual confirmation displays on your phone screen for as long as the feature is enabled.
                                                                                                Step 2   Press Privacy again to turn off the feature.

                                                                                                Prompt for Barge

                                                                                                The Prompt for Barge feature provides an option to display a visual alert prompt when you try to barge into a call. You configure this feature on the phone from the Preferences menu.

                                                                                                By default, the Barge Alert option is set to Off and you can barge into an eligible shared lined without receiving a prompt. When the Barge Alert is set to On, an alert prompt displays. Select Yes to barge into the call or No to cancel the barge.

                                                                                                Related References

                                                                                                Dismiss Barge Alert prompt window

                                                                                                When the Prompt for Barge feature is enabled on your phone, you see a pop-up window when you start to barge into a call.

                                                                                                Procedure
                                                                                                Press No to cancel the barge, or press any line or session key.

                                                                                                The Barge Alert prompt window closes.

                                                                                                Note   

                                                                                                The alert closes automatically if the phone opens a new window, if a new alert window opens, or if the current session is no longer available for barge.


                                                                                                Quality Reporting Tool

                                                                                                Your system administrator may temporarily configure your phone with the Quality Reporting Tool (QRT) to troubleshoot performance problems. Depending on configuration, use the QRT to:

                                                                                                • Immediately report an audio problem on a current call.
                                                                                                • Select a general problem from a list of categories and choose reason codes.

                                                                                                Report Phone Problems

                                                                                                Procedure
                                                                                                  Step 1   Press Report Quality.
                                                                                                  Step 2   Use the Navigation pad and the Select button to scroll and select the item that most closely matches your problem.
                                                                                                  Step 3   Press the Select softkey. The information is sent to your system administrator.

                                                                                                  Redial

                                                                                                  Redial allows you to call the most recently dialed phone number.

                                                                                                  Redial Number

                                                                                                  Procedure
                                                                                                    Step 1   To place the call on any phone line, press Redial.
                                                                                                    Step 2   To place the call on a specific phone line, select the line to obtain dial tone and press Redial.

                                                                                                    Secure and Nonsecure Indication Tone

                                                                                                    When a phone is configured as secure (encrypted and trusted), it can be given a "protected" status. After a phone is protected, the protected phone can be configured to play an indication tone at the beginning of a call.

                                                                                                    Only protected phones hear these secure or nonsecure indication tones. Nonprotected phones do not hear the secure or nonsecure tones. If the overall call status changes during the call, the protected phone plays the appropriate tone.

                                                                                                    A protected phone plays a tone or not under these circumstances:
                                                                                                    • When the option to play a tone, Play Secure Indication Tone option, is enabled (True):
                                                                                                      • When end-to-end secure media is established and the call status is secure, the phone plays the secure indication tone (three long beeps with pauses).
                                                                                                      • When end-to-end nonsecure media is established and the call status is nonsecure, the phone plays the nonsecure indication tone (six short beeps with brief pauses).
                                                                                                    • When the Play Secure Indication Tone option is disabled, no tone plays.

                                                                                                    For more information, contact your system administrator.

                                                                                                    Shared Lines

                                                                                                    Shared lines allow you to use one phone number for multiple phones and either you or your coworker can answer the call. When the line flashes red, your coworker can pick up the call.

                                                                                                    If you share a line with a coworker:

                                                                                                    • When a call comes in on the shared line:
                                                                                                      • Your phone rings and the line button flashes amber.
                                                                                                      • Your coworker's phone rings and the line button flashes amber.
                                                                                                    • When your coworker has a call on the shared line:
                                                                                                      • The shared line button on your phone appears solid red to indicate that the line is in-use remotely.
                                                                                                      • The coworker’s call displays on your screen (unless your coworker has Privacy enabled).
                                                                                                    • If you put the call on hold:
                                                                                                      • Your line button pulses green
                                                                                                      • Your coworker’s line button pulses red.
                                                                                                    • You or the coworker can join a call on the shared line using the Barge feature. Barge converts the call into a conference. To barge, press the red session button for the remote in-use call on the shared line.
                                                                                                    Related Information

                                                                                                    Monitoring and Recording

                                                                                                    Monitoring and Recording allows you to monitor and record calls if desired. Your system administrator enables this feature, which can be set up for automatic recording of all calls or recording of individual calls, when required.

                                                                                                    You can start or stop a recording by pressing Record on your phone.

                                                                                                    You may hear notification tones during call monitoring and recording. By default, the person who monitors the call and records it (if also configured) does not hear the notification tones.

                                                                                                    For more information, contact your system administrator.

                                                                                                    Speed Dial

                                                                                                    Speed Dial allows you to press a button and enter a preset code to place a call. Before you can use Speed Dial features on your phone, you must set up speed-dial on your User Options web pages.

                                                                                                    Depending on setup, your phone can support these Speed Dial features:

                                                                                                    • Speed-dial buttons—Allow you to quickly dial a phone number from one or more line buttons set up for speed dialing. If your system administrator has set up the Line Status feature, you can monitor the status of a speed-dial line by using the line status indicators.
                                                                                                    • Speed-dial codes—Allow you to dial a phone number from a code (sometimes referred to as abbreviated dialing).

                                                                                                    You can use also use Speed Dial to reach telephone numbers that require a Forced Authorization Code (FAC), Client Matter Code (CMC), or additional digits (such as a user extension, a meeting access code, or a voicemail password). These numbers usually require you to input pause characters in the digit string.

                                                                                                    Related Information

                                                                                                    Place Call with Speed-Dial Button

                                                                                                    Before You Begin

                                                                                                    Before you can use speed-dial buttons on your phone, you must set up Speed Dial on your User Options web page.

                                                                                                    Procedure
                                                                                                    To place a call, press a speed-dial button on the left side of your phone.

                                                                                                    Use Speed-Dial Code On-Hook

                                                                                                    Before You Begin

                                                                                                    Before you can use speed-dial codes on your phone, you must set up the codes on your User Options web page.

                                                                                                    Procedure
                                                                                                    Enter the speed-dial code and press Speed Dial.

                                                                                                    Use Speed-Dial Code Off-Hook

                                                                                                    Before You Begin

                                                                                                    Before you can use speed-dial codes on your phone, you must set up the codes on your User Options web page.

                                                                                                    Procedure
                                                                                                      Step 1   Lift the handset and press Speed Dial.
                                                                                                      Step 2   Enter the speed-dial code and press Speed Dial again to complete the call.

                                                                                                      Pause in Speed Dial

                                                                                                      With the Pause in Speed Dial feature, you can use Speed Dial to reach destinations that require a Forced Authorization Code (FAC), Client Matter Code (CMC), dialing pauses, or additional digits (such as a user extension, a meeting access code, or a voicemail password). When you press the configured speed dial, the phone establishes the call to the destination number and sends the specified FAC, CMC, and additional digits with dialing pauses inserted.

                                                                                                      To include dialing pauses in the speed dial, you can include a comma (,) as part of the speed-dial string. This comma specifies a pause of 2 seconds. The pause also allows you to separate FAC and CMC from the other digits in the speed-dial string.


                                                                                                      Note


                                                                                                      Be aware of the following requirements when you include FAC and CMC in the speed-dial string:

                                                                                                      • FAC must always precede CMC in the speed-dial string.
                                                                                                      • A speed dial label is required for speed-dials with FAC and DTMF digits.
                                                                                                      • Only one comma is allowed between FAC and CMC digits in the string.

                                                                                                      Each comma you include represents an additional pause of 2 seconds. For example, two commas (,,) represent a pause of 4 seconds.


                                                                                                      Note


                                                                                                      Before you configure the speed dial, try to connect to the specified digits manually at least once to ensure that the digit sequence is correct.


                                                                                                      The phone does not save the FAC, CMC, or additional digits from the speed dial in the call history. If you press Redial after connecting to a destination using the speed dial, the phone prompts you to enter any required FAC, CMC, or DTMF digits manually.

                                                                                                      The following examples that show how to use Speed Dial with pauses.

                                                                                                      Example 1

                                                                                                      Consider the following requirements to access voicemail:

                                                                                                      • Called number to access voicemail: 8000
                                                                                                      • PIN: 123456# after announcement of 2 seconds
                                                                                                      • Voicemail response: Enter option 3 to read latest message after a pause of 6 seconds (while the automated announcement lists the available options)

                                                                                                      To set up the speed dial to access this voice mailbox, you can specify the following speed-dial string:

                                                                                                      8000,123456#,,,3

                                                                                                      Example 2

                                                                                                      Consider the following call requirements:

                                                                                                      • Called number: 95556543
                                                                                                      • FAC: 1234
                                                                                                      • CMC: 9876
                                                                                                      • Automated phone system response, required 4 seconds after the call is connected: 56789#

                                                                                                      To access this destination, you can specify the following speed-dial string:

                                                                                                      95556543,1234,9876,,56789#

                                                                                                      Transfer

                                                                                                      Transfer allows you to redirect a connected call from your phone to another number:

                                                                                                      • You can redirect a single call to another number that you specify.
                                                                                                      • You can also connect two calls on one line or two different lines to each other (without remaining on the line yourself).

                                                                                                      Before completing a transfer procedure, you can press Release or Cancel to cancel the transfer or you can press Swap to toggle between calls, which allows you to speak privately with each party.

                                                                                                      Transfer Call to Another Number

                                                                                                      Procedure
                                                                                                        Step 1   Start with an active call (not on hold).
                                                                                                        Step 2   Press Transfer and do one of the following to enter the transfer recipient’s phone number:
                                                                                                        • Press the pulsing green session button of a held call (right side).
                                                                                                        • Enter the transfer recipient’s phone number.
                                                                                                        • Scroll to a Call History record and press Call.
                                                                                                        • Press a speed-dial button.
                                                                                                        • Press Speed Dial, enter a speed-dial number or highlight the number you want to call, and press Speed Dial again.
                                                                                                        • Press Active Calls and select a held call. The transfer completes immediately.
                                                                                                        Step 3   Press Transfer or Trnsfer.

                                                                                                        You do not need to wait for the recipient to answer to complete the transfer.


                                                                                                        Swap Between Calls Before Completing Transfer

                                                                                                        After you connect to the transfer recipient—but before you transfer a call to this party—you can press Swap to toggle between the two calls. This allows you to consult privately with the party on each call before you complete the transfer.

                                                                                                        Uniform Resource Identifier Dialing

                                                                                                        You can place calls using Uniform Resource Identifier (URI) Dialing, using the alphanumeric URI address as a directory number; for example, bob@cisco.com. You must enter the URI address to select the contact.

                                                                                                        The phone screen displays the call information for the URI call. The phone stores the URI call information in the Call History and the Details page.


                                                                                                        Note


                                                                                                        URI calls cannot be placed using the soft keypad.


                                                                                                        URI Dialing has the following requirements:

                                                                                                        Onhook call initiation

                                                                                                        You must press the ABC softkey to switch the input method to URI Dialing mode using the keypad.

                                                                                                        Offhook call initiation

                                                                                                        You can place calls using URI Dialing if the URI address is stored in the Speed Dial list or Call History.

                                                                                                        During dialing

                                                                                                        During URI address input, if you pause for more than 10 seconds, the phone starts dialing the call using the URI input. The maximum URI address length is 254 characters.

                                                                                                        Redial

                                                                                                        Press Redial to call the most recently dialed URI address.

                                                                                                        Speed Dial

                                                                                                        You can configure a URI address as a speed dial entry to place a call.

                                                                                                        Session bubble

                                                                                                        When you dial or receive a call through URI Dialing, the call bubble displays the complete URI address.

                                                                                                        Incoming call toast

                                                                                                        The incoming call alert toast supports the URI address display.

                                                                                                        Missed, Placed, and Received call logging

                                                                                                        The URI Dialing logs are saved in the Call History.

                                                                                                        Dial URI from call log

                                                                                                        You can select the URI address from the call list to place a call. You can enter the URI Dial mode to place a call.

                                                                                                        Default domain

                                                                                                        You can enter the complete domain name and override the default domain.

                                                                                                        Call History filter

                                                                                                        While you enter the URI address to place a call through URI Dialing, the Call History displays using the entered characters.

                                                                                                        Call Forward All

                                                                                                        You can configure the Call Forward All destination using the Speed Dial or Call History entries.

                                                                                                        Ad Hoc Conference

                                                                                                        You can initiate a conference call and add multiple parties using URI Dialing if the URI address is stored in the Speed Dial list or Call History.

                                                                                                        Transfer

                                                                                                        You can initiate a transfer call using URI dialing if the URI address is stored in the Speed Dial list or Call History.

                                                                                                        Privacy

                                                                                                        You can hide the display of the URI address information.

                                                                                                        Busy Lamp Field Speed Dial

                                                                                                        You can monitor the state (in-use or idle) of a call using URI Dialing associated with Speed Dial or Call History.

                                                                                                        Call back

                                                                                                        You can initiate URI Dialing when a busy or unavailable party becomes available.

                                                                                                        Feature compatibility

                                                                                                        The URI address speed dial or redial is disabled when using the Meet Me conference and GPickup features.

                                                                                                        Cisco Unified Communications Manager Express and Survivable Remote Site Telephony

                                                                                                        When the phones are connected to the Cisco Unified Communications Manager Express and Survivable Remote Site Telephony (CME/SRST), the URI Dialing functions are disabled. The ABC softkey does not appear on the phone screen.

                                                                                                        Video calls and security

                                                                                                        The audio for a call can be secure or nonsecure. Similarly, the video stream for a call can be secure or nonsecure. Depending on the system configuration, the Secure icon displays when only audio stream is secure or when both audio and video streams are secure. For more information, contact your system administrator.

                                                                                                        WebDialer

                                                                                                        Cisco WebDialer allows you to make calls on your Cisco Unified IP Phone to directory contacts by selecting items in a web browser. Your system administrator sets up this feature for you.

                                                                                                        Use WebDialer with Cisco Directory

                                                                                                        Procedure
                                                                                                          Step 1   Sign in to your User Options web pages.
                                                                                                          Step 2   Select User Options > Directory and search for a coworker.
                                                                                                          Step 3   Select the number that you want to dial.
                                                                                                          Step 4   If this is your first time using WebDialer, review the preferences on the Make Call window.
                                                                                                          Step 5   Select Dial.

                                                                                                          The call is now placed on your phone.

                                                                                                          Step 6   To end a call, select Hang up or hang up your handset.

                                                                                                          Use WebDialer with Another Online Corporate Directory

                                                                                                          Procedure
                                                                                                            Step 1   Sign in to a WebDialer-enabled corporate directory and search for coworkers.
                                                                                                            Step 2   Select the number that you want to dial.
                                                                                                            Step 3   When prompted, enter your user ID and password.
                                                                                                            Step 4   If this is your first time using WebDialer, review the preferences on the Make Call window.
                                                                                                            Step 5   Select Dial.

                                                                                                            The call is now placed on your phone.

                                                                                                            Step 6   To end a call, select Hang up or hang up your handset.

                                                                                                            Change WebDialer Preferences

                                                                                                            Procedure
                                                                                                              Step 1   Initiate a call using WebDialer to access the Make Call window.

                                                                                                              The Make Call window displays the first time that you use WebDialer (after you select the number that you want to dial).

                                                                                                              Step 2   Select one of the following options from the Make Call window:
                                                                                                              • Preferred language: Determines the language used for WebDialer settings and prompts.
                                                                                                              • Use preferred device: Identifies the Cisco Unified IP Phone (calling device) and directory number (calling line) that you use to place WebDialer calls.

                                                                                                              If you have one phone with a single line, the appropriate phone and line are automatically selected.

                                                                                                              Step 3   If the phone and line are not automatically selected, choose a phone or line.

                                                                                                              If you have more than one phone of the same type, the list identifies the phone by device type and MAC address. To display the MAC address on your phone, select Applications > Phone Information.

                                                                                                              Step 4   If you have an Extension Mobility profile, select Extension Mobility from the Calling Device drop-down menu from the Make Call window.
                                                                                                              • Do not display call confirmation: If selected, the WebDialer Make Call window does not display the next time WebDialer is used. Calls will automatically dial after you select a contact from the Cisco directory.
                                                                                                              • Disable Auto Close: If selected, the call window does not close automatically after 15 seconds.

                                                                                                              Sign Out of WebDialer

                                                                                                              Procedure
                                                                                                              Select the Sign Out icon in the Make Call or Hang Up window.