9617 Telephone & Personal Call Manager Online User Guide List of Help Topics Using this Guide Troubleshooting Warranty and Technical Support Glossary Index P0875282 ❊ Issue 04 CC1908 Rev 01 1
List of Help Topics The 9617 telephone and Personal Call Manager ■ Welcome on page 3 ■ Installing the M9617 telephone on page 5 ■ Starting and Exiting Personal Call Manager on page 23 ■ Becoming familiar with the telephone and software on page 27 ■ Setup and customization on page 79 ■ Storing your contacts on page 137 ■ Looking up contacts on page 227 ■ Making, answering and holding calls on page 228 ■ Advanced features on page 305 ■ Keyboard shortcuts on page 398 Other applications ■ T
Welcome Welcome to Aastra’s 9617 telephone with Personal Call Manager. The 9617 telephone is an advanced two-line telephone designed to work with Personal Call Manager software. Without the software, the 9617 telephone works on its own. When Personal Call Manager is running, you can control calls using either Personal Call Manager or the telephone.
Feature Highlights The 9617 telephone features: ■ a personal Directory that stores up to 100 contacts ■ a Callers List and a Redial List that record incoming and outgoing calls ■ two-line capability ■ a three-line back-lit display that allows for features like Call Waiting ID advanced features such as Don’t Disturb and Autobusy Redial Personal Call Manager features: ■ ■ an Address Book which allows you to store the names, addresses, and telephone numbers of an unlimited number of contacts on your
Installing the 9617 telephone The topics below take you step by step through the installation of the telephone. Follow them in the order that they appear.
Determining whether you have two telephone lines on one telephone cord The 9617 telephone is a two-line telephone. Before you begin installing it, you need to know how your telephone lines are set up (you may have two telephone lines on one telephone cord). If you already know your setup, go to the next step: Connecting the cords on page 7. If you don’t, follow the steps below first.
Connecting the cords Proceed with the following steps once you know whether both telephone lines are on one telephone cord. If you are not sure, refer to Determining whether you have two telephone lines on one telephone cord on page 6. To connect the telephone cords: 1 Pass all cords except the coiled handset cord through the hole in the base as shown below. Route the handset cord along this groove. continued...
2 Connect the telephone cords. Refer to the illustration of the telephone jacks on the right when following these steps. You may find it helpful to refer to one of the following illustrations: An illustration of a one telephone-cord setup on page 10 or An illustration of a two telephone-cord setup on page 11. If both telephone lines are on one telephone cord, plug one end of the telephone cord into the 1 jack, and plug the other end into the wall jack.
4 Connect the small end of the power adaptor to the jack on the back of the telephone, and plug the other end into a nearby electrical outlet. To avoid potential electrical shock hazard or damage to the telephone, use only the manufacturer-supplied equipment and installation procedures. Specifically, use only 2 or 4 conductor modular teledapt plug/cords with this product, and an AC transformer that is CSA/UL or CSA-NRTL/C approved Class 2, Level C, rated.
An illustration of a one telephone-cord setup In a one telephone-cord setup, two telephone lines (each with a separate telephone number) are combined into one telephone cord. If this is your line setup, plug one end of the telephone cord into the 1 jack, and plug the other end into the wall jack. (The 2 jack is not used.) The USB cord. The power adaptor. This telephone cord contains both of your telephone lines. Return to Connect the telephone cords. on page 8.
An illustration of a two telephone-cord setup In a two telephone-cord setup, each of your two telephone lines (each with a separate telephone number) is on a separate telephone cord. If you have this setup, you need to use two jacks. Plug one telephone cord into the 1 jack, and plug the other telephone cord into the 2 jack. Plug the other ends of the telephone cords into your wall jacks. The USB cord. The power adaptor. Each telephone line is on a separate telephone cord.
Attaching the stand You have already routed the telephone cords through the hole in the stand, and routed the coiled handset cord in its groove. You can now attach the telephone stand. How you attach the stand depends on whether you want to keep the telephone on a desk or mount it on a wall. When you have decided how you want to store the telephone, choose one of the topics below.
Desk-mounting the telephone To mount the telephone on the desk: 1 Lower the stand as shown below into the slots on the back of the telephone. continued...
2 Slide the stand in the direction shown below until it clicks into the locked position. When ready, go to the next step: Inserting the number card and lens on page 17.
Wall-mounting the telephone When wall-mounting the telephone, it is recommended that you use a wall-mounting plate which is available through your telephone company or at a local retailer. You may also find it easier to wall-mount the telephone if you purchase one or two short 20 cm (8”) telephone cords and use them in place of the long telephone cord(s). To wall-mount the telephone: 1 Lower the stand into the slots on the back of the telephone as shown below by the arrows.
continued... 2 Slide the stand in the direction shown below until it clicks into the locked position. 3 Line up the keys on the wall mounting plate with the key holes on the base of the 9617 telephone as shown. Push the phone onto the wall mounting plate, and then push down to secure the telephone into place. Tuck the excess cord inside the stand itself. When ready, go to the next step: Inserting the number card and lens on page 17.
Inserting the number card and lens The 9617 telephone comes with a small paper number card and a clear plastic number card lens. This card allows telephone users to know what telephone number they are calling from. To insert the number card and lens: 1 Write your telephone number on the paper number card. 2 Place the number card into the slot underneath the handset. 3 Bend the clear plastic lens and place it on top of the number card in the slot.
Adjusting the telephone display When you have finished installing the telephone, adjust the angle of the telephone display to your liking. Press ∆ to adjust the contrast. The contrast feature allows you to adjust the brightness of the display. When ready, go to the next step: Plugging in the telephone for the very first time on page 19.
Plugging in the telephone for the very first time The very first time you plug-in your 9617 telephone, a message appears asking you to make a language selection. Simply follow the directions on the telephone display. Your telephone also runs a test to ensure that the line cords are connected properly. If the test fails, the message Check line cord appears on the telephone display, and the line that is not connected is identified. Make sure that all connections are fastened securely.
Changing the telephone display language You may wish to change the language of the messages and prompts that appear on the display of your 9617 telephone. To change the display language on the telephone: 1 Press the Options key. (To see the location of the Options key, refer to The M9617 telephone keys and lights on page 29.) 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 1 or press ‚ ⁄.
Setting the date and time on the telephone If you subscribe to a Caller ID service from your telephone company, the date and time displayed on the 9617 telephone are set automatically when you receive your first telephone call. Only if you do not subscribe to a Caller ID service must you set the date and time by following the steps below. To manually set the date and time: 1 Press the Options key. (To see the location of the Options key, refer to The M9617 telephone keys and lights on page 29.
Telephone network services you should subscribe to The 9617 telephone and Personal Call Manager are designed to take advantage of many telephone network services. The recommended services are listed below. To subscribe to these services, contact your local telephone company. Note: The names of these services may vary from area to area. Contact your telephone company for more information.
Starting and Exiting Personal Call Manager The following sections give an overview of starting and exiting Personal Call Manager. ■ The very first time you start Personal Call Manager on page 24 ■ Starting Personal Call Manager on page 25 Exiting Personal Call Manager on page 26 Once you have launched the application, you need to set up Personal Call Manager. Refer to Setting up Personal Call Manager on page 123 for more information.
The very first time you start Personal Call Manager To start Personal Call Manager: 1 If you see a shortcut for Personal Call Manager (shown on the right) on your desktop, double-click on it. OR 1 Click on the Start button and point to the Programs menu item. A submenu appears. 2 Point to the Personal Call Manager menu item. A submenu appears. 3 Click on the Personal Call Manager menu item. The very first time you launch Personal Call Manger, the Choose a TAPI Line dialog box appears.
Starting Personal Call Manager To start Personal Call Manager: 1 If you see a shortcut (shown on the right) for Personal Call Manager on your desktop, double-click on it. OR 1 Click on the Start button and point to the Programs menu item. A submenu appears. 2 Point to the Personal Call Manager menu item. A submenu appears. 3 Click on Personal Call Manager menu item.
Exiting Personal Call Manager You can exit Personal Call Manager from the task tray or the main window. To exit Personal Call Manager using the task tray: 1 Right-click on the Personal Call Manager icon in the task tray. The task tray 2 Click on the Exit menu item. To exit Personal Call Manager using the main window: 1 Click on the File menu. 2 Click on the Exit menu item.
Becoming familiar with the telephone and software The first two sections listed below help you get acquainted with the telephone and Personal Call Manager. Once you are familiar with their features, read the third section to learn more about how they enhance each other.
Getting to know the 9617 telephone The 9617 telephone has a three-line backlit display and several indicator lights.
The 9617 telephone keys and lights Adjustable display Set indicator light Left/right arrows Sliding panel Down/up arrows Options key Contrast Directory Callers Hold Rls Link Save Delete Redial Dial Conference Line 2 Line 1 Handsfree Mute Handsfree/Mute indicator light Line indicator lights 6 memory keys For descriptions of how these keys work, refer to Telephone key descriptions on page 30.
Telephone key descriptions ∆ ¢ ≈ ß ∑ ª “ Selects one of eight display contrast settings. Stores and accesses the names and telephone numbers of up to 100 contacts. Accesses a list of the last 100 calls you have received, starting with new calls. Stores numbers and names in the Directory and in memory keys. Erases memory keys, deletes the Redial List, and deletes items in the Directory and Callers List. Moves up and down through any list such as the Options List, Directory, Callers List, or Redial List.
‘ ˙ ® ˚ µ ∂ ç ¬ Adds a space when you are entering names in the Directory or in memory keys, and allows you to view multiple status messages on the telephone display. Puts the call on hold and inserts a pause between digits you are storing in the Directory or memory keys. Releases (hangs up) a call and exits the Options List, Callers List, Redial List or Directory. Accesses network features such as Call Waiting. (The Link key is also referred to as the Flash key.
© √ ∫ † Activates the speaker and microphone so you can listen and talk without using the handset. Also mutes the microphone so that your caller cannot hear you. Adjusts the receiver, speaker, and ringer volume. Memory keys store numbers, names, and features. You label these keys with the name, number or feature you store in them by using the paper key cap label sheet provided. The unlabeled Options key is hidden under the sliding panel.
Telephone display and light messages The 9617 has a backlit three-line display that uses icons and messages for your call information.
General telephone display messages The table below shows some common display messages. Common General Display Messages (page 1 of 3) Message What it means -> There is more information to be shown on the telephone display. Press ‘ to see it. Check line cord Line 1 or Line 2 The telephone line indicated is not connected properly. Directory empty Use SAVE to add The Directory remains empty until you save numbers and names in it. Directory full No changes made The Directory has a 100 entry limit.
Common General Display Messages (page 2 of 3) Message What it means
Common General Display Messages (page 3 of 3) Message Private number or Private name Redial List is empty What it means The caller has requested that the telephone company not deliver his or her name or telephone number. You pressed µ but there are no numbers in the Redial List to dial. Ringer is OFF Line x The ringer volume is turned off for that line. To turn it on, press the volume bar. Unknown name or Unknown number The name or number is unavailable.
Light messages - what they mean The 9617 telephone set indicator light turns on to alert you when the telephone rings, a feature is on, or when someone on an extension telephone is using the same line as you. Indicator lights beside the line keys and © key show you their status (e.g., whether they are being used).
Set indicator light messages To see the location of the set indicator light, refer to The M9617 telephone keys and lights on page 29. Set indicator light status The light is on. Telephone status Someone on an extension telephone is using one of your telephone lines. Refer to Extension in Use notification on the telephone on page 41 OR You have pressed a FeatureLight ON key and the feature is active. Refer to Using FeatureLight keys on page 363 The light is flashing slowly.
Line indicator light messages To see the location of the line indicator lights, refer to The M9617 telephone keys and lights on page 29. Line indicator light status Line status The light is on. The line is in use. The light is flashing. The line is on hold. The light is flashing very quickly. An incoming call is coming in on that line.
Handsfree/Mute indicator light messages To see the location of the Handsfree/Mute indicator light, refer to The M9617 telephone keys and lights on page 29. Handsfree/Mute indicator light status Handsfree/Mute status The light is on. The telephone is in Handsfree mode. The light is flashing quickly. The Handsfree/Mute microphone is muted so your caller cannot hear you. For more information on Handsfree mode and muted calls, refer to Handsfree calls on page 261 and Muting a Handsfree call on page 262.
Extension in Use notification on the telephone Line indicator lights let you know whether a line is available for you to use. When another extension is using a line, the line indicator light for that line (located beside the line key) turns on. To see the location of the Line indicator lights, refer to The M9617 telephone keys and lights on page 29. When you are on a call and someone on an extension telephone tries to use your line, the set indicator light (the light above the ˚ key) turns on.
Viewing multiple display and light messages There are several messages that can be active at any time, such as date and time, X New Callers, Feature ON, Message Waiting, and Ringer is OFF. When more than one of these messages is active, the telephone display shows the most recent message and an arrow beside it (e.g., 1 New Caller ‚). You can view the other messages by pressing ‘.
The Callers List The 9617 telephone Callers List logs your incoming calls. It can hold up to 100 calls. For each call, it logs the caller’s name and number (if available), the time of the call and whether the call was long distance. To view the Callers List, press ≈. A sample Callers List entry is shown below.
Callers List telephone display messages Common Callers List Display Messages (page 1 of 2) Message What it means Callers List is empty The Callers List has not logged any calls, or you’ve deleted all the calls in the Callers List. (Your telephone does not record incoming calls until you subscribe to the Caller ID service.) Calls bumped=xx A number (xx) of old calls have been automatically removed from the Callers List to make room for new calls. The Callers List limit is 100 calls.
Common Callers List Display Messages (page 2 of 2) Message 01√Unknown Name 555-5555 N MAR04 3:30pm …xxxxxxxxxxxxx What it means The checkmark (√) means that you have returned the call from the Callers List. N means a new call. An ellipse “…“ followed by x’s means the number is longer than the telephone display. Indicates an unanswered call in the Callers List. Indicates an answered call in the Callers List. Indicates a Call Waiting call in the Callers List.
Voice Mail notification When you have a Voice Mail message, the 9617 telephone’s red indicator light (located above the ˚ key) flashes slowly and the telephone display shows: Message Waiting Line x or Message Waiting Line 1 Line 2 In Personal Call Manager, the message waiting icon (shown on the right) flashes in the task tray when you have a Voice Mail message. Tip: Voice Mail Assistant is an application, installed with Personal Call Manager, which allows you to access voice mail from your computer.
The Clear Message Waiting option There may be times when Message Waiting appears on the telephone display and the set indicator light continues flashing when there are no new Voice Mail messages. If so, you can turn the display message and light off using the Clear Message Waiting option. To clear message waiting: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information.
Clearing the Check line cord message There may be times when Check line cord appears on the telephone display and you want to clear this message. For example, you may have only one line cord connected. You can remove the Check line cord message from the telephone display by turning off the Check Line Cord option for the line that is not connected. To enable or disable the check line cord message: 1 Press the Options key. 2 Enter your Options password if required.
Controlling the volume of your telephone You can control the volume of the ringer, handset speaker and Handsfree speaker. You can also choose the ring tone for the 9617 telephone ringer.
Setting the ringer volume To adjust the ringer when the telephone is idle: 1 Press one side of √. 2 Press ¬ for the line you want to adjust the ringer for. 3 Press the right side of √. The ringer sounds. Continue pressing it until you reach the desired ring volume. (Pressing the left side decreases the volume and pressing the right side increases the volume.) 4 Press ß.
Choosing the ring tone for the ringer You can choose one of four different ring tones for each line independently. To select the ring tone: 1 Make sure that the ringer is turned on (see Setting the ringer volume on page 50). 2 Press the Options key. 3 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 4 Use ª to scroll to option number 4 or press ‚ ›. 5 Press •. 6 Press ¬ for the line you want to set the ring tone for.
The handset and Handsfree speaker volume The handset volume To adjust the handset volume: 1 While you are on a call, press the left or right side of the volume bar √. The handset volume returns to normal after you have completed your call. The speaker volume To adjust the speaker volume: 1 While you are listening to the Handsfree speaker, you can press the left or right side of the volume bar √. The speaker volume remains at the volume level you last selected until the next time you change it.
Getting to know Personal Call Manager Personal Call Manager provides an easy-to-use computer interface for the 9617 telephone.
Startup icons When Personal Call Manager starts up, two icons are added to the screen: the taskbar icon and the task tray icon. These two icons have distinctly different functions. Use the taskbar icon to open the Personal Call Manager main window when it is minimized or hidden behind other application windows. The task tray icon provides quick access to Personal Call Manager functions when you are using other programs. The diagram below shows where each icon is found.
The task tray icon The Personal Call Manager icon (shown on the right) appears in the task tray. This task tray icon provides quick access to Personal Call Manager functions when the main window is closed. If you turn on the Don’t Disturb feature, this icon changes (refer to Don’t Disturb and Personal Call Manager on page 327). Note: If you want to use the task tray icon when you are in Personal Call Manager, first click outside the Personal Call Manager window to deselect Personal Call Manager.
The task tray menu You can use the task tray menu to perform most basic call functions, such as making and answering calls, placing calls on hold and creating conference calls with two other callers (a three-call conference). The Personal Call Manager task tray menu is divided into two main sections, the upper and the lower. The upper portion of the menu contains the current calls and their status icons. These icons are explained below. (These icons also appear in the Calls menu.
Icons in the Task Tray or Calls Menu (page 2 of 2) Icon Call Status Ringing Description Appears beside calls that you have not answered.
The Main Window The main window allows you access to all of Personal Call Manager’s features. Opening the main window When you start Personal Call Manager, the main window appears. By default, the window remains open. To maximize the main window (if it is closed): ■ Click on the Personal Call Manager icon in the taskbar. OR Right-click on the Personal Call Manager icon in the task tray and then click on the Open menu item.
Closing the main window When you close the main window, it minimizes to an icon on the taskbar as shown below. To close the main window (if it is open): Click on the minimize button (shown on the right) in the top right corner of the window. When you close the main window, you can still control your telephone calls from the Personal Call Manager icon in the task tray.
The parts of the main window Menu bar Toolbar Address book Current calls Status bar Conference box Calls box Tree View List View The Personal Call Manager main window is made up of the following: ■ the Menu bar ■ the Toolbar ■ the The Address Book section ■ the The Current Calls section the Status bar All of these components, except the Menu bar, can be turned on or off to suit your needs. You can resize any of the sections in the main window by dragging their borders.
Menu bar You use the menus on the menu bar to access all of the features available in Personal Call Manager. The menu bar is always visible on the main window. Menu Description File Lets you add new contacts and folders, set properties for contacts, import and export contact information from and to text files and exit Personal Call Manager. Edit Lets you cut, copy, paste and delete contacts and folders; lets you undo the last action you have performed.
Toolbar The Personal Call Manager toolbar has two sections, the main toolbar and the 9617 Options toolbar. These toolbar sections contain buttons that provide quick and easy access to Personal Call Manager functions. To hide or display both toolbar(s): 1 Click on the View menu. 2 Click on the Toolbar menu item. The combined toolbar either appears or disappears. When the toolbar is visible, a checkmark (✔) appears beside the Toolbar menu item in the View menu.
Toolbar button descriptions The toolbar buttons provide quick access to commonly used features. To access or activate a feature, simply click on the appropriate toolbar button. The toolbar buttons are described below. Toolbar Buttons (page 1 of 4) Button Feature Description Up One Level Exits from the current folder and moves one level up in the Address Book. New Folder Creates a new folder in the Address Book.
Toolbar Buttons (page 2 of 4) Button Feature Description Paste Pastes the folder or contact you copied to the clipboard into the selected folder. (The clipboard still retains a copy even after you have used this command, so you can paste a copied item more than once.) Properties (This button is black.) Displays the Address Properties dialog box for the selected contact or the Properties dialog box for the selected folder.
Toolbar Buttons (page 3 of 4) Button Feature Description Report Displays the folders and contacts in the Address Book in a report view format. In this format the icon, first name, last name, telephone numbers, and email information for the contact are shown. Find Person Displays the Find dialog box. You can use this dialog box to find a contact within the Address Book. Calls Log Displays the Calls Log window. This window allows you to view the log of incoming and outgoing calls.
Toolbar Buttons (page 4 of 4) Button Feature Description Directory Synchronization Synchronizes the Quick Dials folder with the telephone Directory so that they both contain the same contacts. 9617 Property Page (This button is blue.) Displays the 9617 Property dialog box which allows you to set the ring configuration for the selected contact. This button is only available when a Quick Dials contact is selected.
The Address Book section The Address Book is a list of all the contacts stored in Personal Call Manager. The Address Book consists of two parts: ■ the Tree View, located on the left-hand side of the Address Book, shows the structure of your folders ■ the List View, located on the right-hand side, shows the folders and the contacts stored in whichever folder is selected in the Tree View section To see where each part is located, refer to The parts of the main window on page 60.
The Current Calls section The Current Calls section consists of two parts: ■ the Calls box which shows your current calls the Conference box which shows the calls that have been joined together in a conference To see where these are located, refer to The parts of the main window on page 60. ■ To display the Current Calls: 1 Click on the View menu. 2 Click on the Only Calls menu item to display only the Current Calls.
Current Calls icons Current Calls icons appear in the Calls and Conference boxes to show you the status of your calls. Note: Different versions of these icons are used in the Calls menu and task tray menu. For more information, refer to The task tray menu on page 56. Current Calls icons (page 1 of 2) Icon Call Status Description Ringing Appears in the Calls box beside the calls that are currently ringing. Active Call Appears in the Calls box beside the call you are currently on.
Current Calls icons (page 2 of 2) Icon Call Status Description Extension In Use Appears in the Calls box for calls made on other telephones using your line. See page 73.
Current Calls toolbar You manage the calls in the Calls box and the Conference box using the toolbars above them. The toolbar buttons are briefly described below. Current Calls Toolbar (page 1 of 2) Button Feature Description Manual dial Displays the Dial dialog box so that you can enter a phone number using the keyboard. This feature is useful for calling a number that is not in the Address Book. Release Call Hangs up the selected call.
Current Calls Toolbar (page 2 of 2) Button Feature Description List Displays current calls as small icons in vertical columns. Report Displays current calls in a report view format. In this format the icon, the callers name, the telephone number and the call timer are shown.The call timer is a running count of how long the call has been connected.
Extension in Use notification in Personal Call Manager When someone is using one of your telephone lines on another telephone in your home or business, the Extension in Use icon (shown on the right) appears in the Calls box. To join the call: ■ right-click the call icon and click on the Unhold menu item, or press ¬ for the line the call is on. For more information, refer to Extension in Use notification on the telephone on page 41.
Status bar When visible, the Status bar appears at the bottom of the screen and provides three information message areas. Help messages Line used DND Help messages – Shows a help message, if available, for the area the mouse pointer is over. For example, if the mouse is over one of the buttons on the toolbar, the Status bar describes what that button does. Line used – Identifies which TAPI line and which telephone line is being used by Personal Call Manager. (See page 433 for a definition of “TAPI”.
The About Personal Call Manager window The About Personal Call Manager window shows the version of the Personal Call Manager software you are using. You will be asked to provide this information if you contact us for technical support. To access the About Personal Call Manager window: 1 Click on the Help menu. 2 Click on the About PCM menu item.
How the telephone and Personal Call Manager work together There are four areas of functionality that are synchronized (or shared) between the 9617 telephone and Personal Call Manager: 1. The Options List and the Memory keys on the telephone and the 9617 Configuration Properties dialog box in Personal Call Manager The Options List in the 9617 telephone allows you to set the same options as the 9617 Configuration Properties dialog box in Personal Call Manager.
2. The Directory on the telephone and Quick Dials in Personal Call Manager The telephone Directory and the Personal Call Manager Quick Dials folder synchronize. This means that Personal Call Manager and the 9617 telephone work together to keep the list of contacts stored in the telephone Directory the same as the list stored in the Quick Dials folder. Normally, the 9617 telephone Directory and the Quick Dials folder in Personal Call Manager are identical.
3. The Callers List and Redial List When Personal Call Manager starts, it compares the call lists in the 9617 telephone and in the program. If there are differences (if you have made or received a call when Personal Call Manager wasn’t running), Personal Call Manager updates its Callers List, Redial List and Calls Log Window. 4.
Setup and customization You can customize the way the 9617 telephone and Personal Call Manager manage calls. You can also add passwords, dialing restrictions, personal security numbers and more.
Setting up the 9617 telephone There are two ways to customize the features of the 9617 telephone. You can use the Options List in the telephone, or you can use the computer. You will find all the options in the telephone’s Options List in the 9617 Configuration Properties dialog box in Personal Call Manager. It doesn’t matter which method you choose. The changes you make in the telephone Options List are also made in the 9617 Configuration Properties dialog box, and vice versa.
Using the Options List to customize the 9617 telephone You can customize the 9617 telephone using the settings in the Options List. To view this list, press the Options key on the telephone. You may have to move the slider beside the telephone’s indicator light to the right to reveal the Options key. (To see where this key is located, refer to The M9617 telephone keys and lights on page 29.
The telephone Options List The 9617 telephone Options List (page 1 of 5) Use this option... to do this... 01. Language choice Choose the language you want to see on the telephone display. You can choose English, French or Spanish. See page 20. 02. Time/Date Set the date and time on your telephone display. See page 21. 03. Line x is prime Choose which of your two lines is the prime line. See page 240. 04. Pick ring tone Select one of four ring tones for Line 1 or Line 2.
The 9617 telephone Options List (page 2 of 5) Use this option... to do this... 06. Clear Msg. Wtg. Clear the Message Waiting display prompt when you have finished listening to your Voice Mail messages. See page 47. 07. Change CALLERS Specify for each line whether the Callers List logs all calls, no calls or only unanswered calls. See page 336. 08. Call wait ID Turn the display of Call Waiting ID on or off.
The 9617 telephone Options List (page 3 of 5) Use this option... to do this... 12. Headset disabled (enabled) Use a headset instead of the handset to speak on the telephone. See page 238. 13. Check line cord Specify for each line whether or not your telephone checks to ensure the line cord is connected. The telephone displays a message when a line cord is not connected. See page 48. 14. Area codes Enter area codes that you don’t want to appear in the Callers List or on the telephone display.
The 9617 telephone Options List (page 4 of 5) Use this option... to do this... 18. Call timer ON (OFF) Enable the automatic display of the call timer, which shows how long you have been on a call. See page 365. 19. Don’t dsturb OFF (ON) Stop or prevent the ringing of your telephone. See page 323. 20. Timer key Program the Call timer option into a memory key. When you press the Timer key, the Call timer appears on the telephone display. See page 366. 21.
The 9617 telephone Options List (page 5 of 5) Use this option... to do this... 24. Busy attempts Specify the number of automatic Busy redial attempts. See page 373. 25. Options password Enter a password to restrict access to the Options List. See page 87. 26. Versions View the version of firmware (resident software) your telephone uses. You may be asked to provide this information if you contact the Aastra customer support line.
Setting the Options password using the telephone You can enter a password to prevent others from viewing or changing your Options List. To enter or change an Options List password: 1 Press the Options key. 2 Enter the old Options password if one has been set. 3 Use ª to scroll to option number 25 or press ¤ fi. 4 Press •. 5 Enter your password (6 digits maximum). 6 Press ß. 7 Press ® .
Using the backdoor feature to access the Options list If you have forgotten your Options password, you can still access the Options list by using the backdoor password. The backdoor password is simply the month, day and hour (based on a 24-hour clock) displayed on your telephone display. For example, if the display shows MAY 09 10:30AM, the backdoor password is 050910 (05 for the month, 09 for the day, and 10 for the hour).
Using the computer to customize the 9617 telephone The 9617 Configuration Properties dialog box allows you to customize the features of the 9617 telephone using your computer. You can access this dialog box several ways.
Customizing the telephone using the menu bar or toolbar To customize your telephone features: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Configure Line button. 4 If required, type the Options List password. 5 Click on the OK button. The 9617 Configuration Properties dialog box appears. Tip: Instead of doing steps 1 to 5, click on the Configure Telephony button (shown on the right) on the toolbar.
6 Move to the tab that has the feature or setting you want to change. For more information on the features of each tab, refer to The M9617 Configuration Properties dialog box on page 92. The settings you specify on the Configuration Properties dialog box are made in the Options List of the telephone automatically. 7 Customize the settings as desired. 8 Click the Apply button to apply your settings. 9 If desired, move to another tab and repeat steps 7 and 8. 10 When you are finished, click on the OK button.
The 9617 Configuration Properties dialog box To see how to access this dialog box, refer to Using the computer to customize the M9617 telephone on page 89. The 9617 Configuration Properties dialog box consists of six tabs. Each tab groups together related features. These tabs include all of the features in the telephone’s Options List. The settings you specify in this dialog box are stored in the telephone’s Options List automatically. Note: There are a few exceptions.
The Line tab This tab on the 9617 Configuration Properties dialog box allows you to specify line features for both Line 1 and Line 2 independent of each other. For information on how to access this dialog box, refer to Using the computer to customize the M9617 telephone on page 89. Options For – Select the telephone line (Line 1 or Line 2) you want to set options for. The settings (listed in detail below) that you make on this tab only affect the line that is selected when you make them.
The Line tab (continued) Ring Volume – This slider determines the ring volume of the phone. Ring Tone – Select from one of four ring tones for the phone. Setting different tones for each line can help you identify which line incoming calls are on. Call Waiting ID – This option enables the display of Call Waiting ID.
The General tab This tab on the 9617 Configuration Properties dialog box allows you to specify general telephone features. For information on how to access this dialog box, refer to Using the computer to customize the M9617 telephone on page 89. Enable Headset – Select this option if you are going to attach a headset to the 9617 telephone.
The General tab (continued) Set List Mode to be – This option determines how callers are tracked; callers can be split by line, or combined into a single list. Note: List Mode affects only the Callers List on the 9617 telephone, not on Personal Call Manager. The Personal Call Manager Callers List is always combined. Set Prime Line to be – This option sets the default line for the 9617 telephone. The prime line is the line that is activated when you pick up the handset.
The General tab (continued) Note: The following four features are not visible on the M9716 telephone Options List. However, they still work when Personal Call Manager is not running or the computer is off. Suppress First Ring – Many of the 9617 telephone’s features require Caller Identification (Caller ID) information to work. (For example, see Block Private Call and Block Unknown Call, below.) However, Caller ID information isn’t received by the 9617 telephone until after the first ring.
The General tab (continued) Special Ring for Long Distance – With this option enabled, the 9617 telephone sounds a special ring whenever you receive a long distance call. (Long distance calls ring once normally before the special ring is activated unless the Suppress First Ring option is enabled.
The Phone Display tab This tab on the 9617 Configuration Properties dialog box allows you to set display options for the telephone. For information on how to access this dialog box, refer to Using the computer to customize the M9617 telephone on page 89. Display Contrast – Drag the slider to increase or decrease the contrast of the phone’s display. Click on the Apply button to see the results of a new setting without exiting the 9617 Configuration Properties dialog box.
You can enter three separate area codes or prefixes, each up to seven digits long. Note: It is highly recommended that you enter your local area code in one of these three fields and in the Area Code field on the Dialing Properties dialog box. To access this dialog box, click on the Tools menu in Personal Call Manager and select the Dialing Properties menu item. For more information on Dialing Properties, refer to Specifying dialing properties for the location you are dialing from on page 125.
The Feature tab This tab on the 9617 Configuration Properties dialog box allows you to specify Automatic Busy Redial, Do Not Disturb and Pager Notification options. For information on how to access this dialog box, refer to Using the computer to customize the M9617 telephone on page 89.
Do Not Disturb Options When the Do Not Disturb (DND) option is enabled, the telephone does not ring when someone calls. However, the line indicator (the light beside the line key on the telephone) still flashes. In Personal Call Manager, the You Have a New Call dialog box still appears and the Ringing icon for the call appears in the Calls box. Although the telephone does not ring, you can still answer the call. Enable DND – Select this option on the Feature tab to enable Do Not Disturb for the telephone.
Automatic Busy Redial Options When you make a call and get a busy signal, you can use the Busy Redial feature to continue calling that number automatically until your call gets through. You can set two of the Automatic Busy Redial Options using this tab. The options are briefly described below. For more information on how to set up this feature, refer to Redialing busy telephone numbers automatically on page 370.
Pager Notification Options If you have selected the Enable Pager Notification option on the Line tab of this dialog box, you should enter settings for the following options on the Feature tab. For information on how to access this dialog box, refer to Using the computer to customize the M9617 telephone on page 89. Also refer to Sending your calls to your pager on page 306. Pager Number – Enter the pager number that Caller ID information should be forwarded to.
Note: If you want the pager feature to be on all the time, set both the Pager On Time and Pager Off Time to 12:00 PM.
The Security tab This tab configures the security options for the 9617 telephone. For information on how to access this dialog box, refer to Using the computer to customize the M9617 telephone on page 89. Security Number Settings – The 9617 is equipped with a Security Numbers feature to keep selected numbers private when you dial. When you have entered a security number using this option, your telephone does not display or store the digits that you dial after that security number.
The Security tab (continued) Important: Care must be taken when you are restricting numbers that start with 9. If you enter 9, 91, or 911 as one of the dialing restrictions, you will not be able to dial the emergency services number 911. To make sure this doesn’t happen, you can enter 911 as a dialing restriction override. For more information, refer to “Override Settings” below. Override Settings – Dialing Restrictions are used to prevent certain numbers from being dialed out.
Setting the Options Password using Personal Call Manager To change the existing Options List password: 1 Click on the Configure Telephony button on the toolbar (shown on the right). The 9617 Configuration Properties dialog box appears. 2 Select the Security tab. 3 If no password exists, click on the Disable Password box until the checkmark does not appear inside it. If a password exists, skip to step 4. 4 Enter a new numeric password in the Enter New Password field. Note: The password must be numeric.
For more information, refer to the following topics: ■ Setting the Options password using the telephone on page 87 ■ Using the backdoor feature to access the Options list on page 88 109
The Memory Keys Assignment tab This tab on the 9617 Configuration Properties dialog box allows you to assign phone numbers and features to memory keys. For information on how to access this dialog box, refer to Using the computer to customize the M9617 telephone on page 89. You can also use the telephone to assign phone numbers and features (except for the Application feature) to memory keys. If numbers or features have already been entered using the phone, they will appear here.
Memory Key Feature List (page 2 of 2) Timer Assigns the Call Timer to the memory key. Application Assigns an application to the memory key. When you press the memory key the application stored in the memory key launches. Launch Pad must be running. For more information, refer to The Launch Pad application on page 394 Phone Number Assigns a contact’s telephone number to a memory key. Whey you press this key, the number is dialed.
■ Assigning the Auto Busy Redial feature to a memory key on page 115 ■ Assigning the Call Timer feature to a memory key on page 116 ■ Assigning an application to a memory key on page 117 ■ Assigning a phone number to a memory key using Personal Call Manager on page 119 ■ Programming a memory key as a FeatureLight On or Off key using Personal Call Manager on page 121 ■ Labeling memory keys on page 150 112
Clearing a memory key To clear or delete a memory key: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Configure Line button. (If required, type the Options List password and click on the OK button.) The 9617 Configuration Properties dialog box appears. Tip: You can also display this dialog box by clicking on the Configure Telephony button (shown on the right) on the toolbar. 4 Click on the Memory Keys Assignment tab.
Assigning the Do Not Disturb feature to a memory key To assign Do Not Disturb to a memory key: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Configure Line button. (If required, type the Options List password and click on the OK button.) The 9617 Configuration Properties dialog box appears. Tip: You can also display this dialog box by clicking on the Configure Telephony button (shown on the right) on the toolbar.
Assigning the Auto Busy Redial feature to a memory key To assign Auto Busy Redial to a memory key: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Configure Line button. (If required, type the Options List password and click on the OK button.) The 9617 Configuration Properties dialog box appears. Tip: You can also display this dialog box by clicking on the Configure Telephony button (shown on the right) on the toolbar.
Assigning the Call Timer feature to a memory key To assign the Call Timer to a memory key: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Configure Line button. (If required, type the Options List password and click on the OK button.) The 9617 Configuration Properties dialog box appears. Tip: You can also display this dialog box by clicking on the Configure Telephony button (shown on the right) on the toolbar.
Assigning an application to a memory key To assign an application to a memory key: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Configure Line button. (If required, type the Options List password and click on the OK button.) The 9617 Configuration Properties dialog box appears. Tip: You can also display this dialog box by clicking on the Configure Telephony button (shown on the right) on the toolbar.
10 Select the Run Launch Pad at startup option if you want the Launch Pad application to launch at startup. Note that Launch Pad must be running for the application memory key to work. A check mark appears in the checkbox when this option is selected. 11 Click on the OK button. 12 Click on the Apply button and then click on the OK button to close the dialog box. For more information, refer to The Launch Pad application on page 394.
Assigning a phone number to a memory key using Personal Call Manager To assign a phone number to a memory key: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Configure Line button. (If required, type the Options List password and click on the OK button.) The 9617 Configuration Properties dialog box appears. Tip: You can also display this dialog box by clicking on the Configure Telephony button (shown on the right) on the toolbar.
12 Select the Special Ring option if you want to hear a special ring when this contact calls. 13 Select the Pager Notification option if you want the Caller ID for this contact to be sent to your pager even if you have disabled the Pager Notification option. For more information on the pager feature, refer to Sending your calls to your pager on page 306. 14 Click on the OK button. 15 Click on the Apply button and then click on the OK button to close the dialog box.
Programming a memory key as a FeatureLight On or Off key using Personal Call Manager Some custom calling features require a unique On code and a unique Off code. Other features use the same code for On and Off. (You may have to subscribe to your telephone company for Custom Calling Features. Contact your telephone company for the appropriate feature codes.) Features that have unique On and Off codes must be stored in two feature keys.
6 Select FeatureLight On or FeatureLight Off from the Feature droplist. 7 Click on the Configure button. 8 Enter the Feature On or Off code. (Contact your telephone company for the appropriate feature codes.) 9 Click the OK button. 10 Click on the Apply button and then click on the OK button to close the dialog box. For more information, refer to Saving a Feature On or Off Code using the telephone on page 358.
Setting up Personal Call Manager Before you can use Personal Call Manager, you must choose the TAPI line it will use and define the dialing properties for your location.
Specifying the TAPI line used by Personal Call Manager A TAPI line is not a physical telephone line; it is a piece of software your computer uses to interface with the telephone. The TAPI line designed for Personal Call Manager is called “9617.” You must select this TAPI line if you want the telephone to work with Personal Call Manager. Other TAPI lines available on your computer may not work with the 9617 telephone. To specify the TAPI line used by Personal Call Manager: 1 Click on the Tools menu.
Specifying dialing properties for the location you are dialing from Microsoft® Windows® provides a Dialing Properties dialog box that Personal Call Manager uses to let you specify dialing requirements unique to your location. For example, you may specify your geographic location, area code, or the calling card you want to use. You use this dialog box to create a new dialing location, select a dialing location and delete a dialing location.
The Dialing Properties dialog box The Dialing Properties dialog box is a Microsoft® Windows® feature which allows you to specify dialing information for your current location.
Personal Call Manager preferences The Personal Call Manager Preferences dialog box allows you to specify how the search feature works, whether the main window is open or minimized on startup, whether dialing rule settings are used and the startup synchronization setting for the telephone Directory and the Quick Dials folder.
Search preferences The Search feature operates in one of two different modes: Slow Search and Fast Search. In Slow Search mode, you enter the characters you want to find and then click on the Find Now button. Personal Call Manager then searches through the Address Book to find the characters you entered. In Fast Search mode, Personal Call Manager starts searching through the contacts as soon as you enter characters. For more information, refer to Changing the Search mode on page 129.
Changing the Search mode To change the Search mode: 1 Click on the Tools menu. OR Right-click on the Personal Call Manager icon in the task tray. (See The task tray icon on page 55.) 2 Click on the Preferences menu item. The Preferences dialog box appears. 3 On the Options tab, click on the search option you want to use. 4 Click on the OK button. For more information, refer to Search preferences on page 128.
The Startup Option The Startup Option determines whether the main window is open or minimized when you start Personal Call Manager. In either case, you can still manage calls using Personal Call Manager. When the main window is open, you can use all the features of Personal Call Manager. When the main window is minimized, you manage calls using the task tray menu.
Changing the Startup Option To change the Startup Option: 1 Click on the Tools menu. OR Right-click on the Personal Call Manager icon in the task tray. (See The task tray icon on page 55.) 2 Click on the Preferences menu item. The Preferences dialog box appears. 3 Click on the Options tab if it is not already selected. 4 Click on the Startup Option you want to use.
The Dialing Rule Setting The Dialing Rule Setting determines whether Personal Call Manager uses the dialing properties entered in the Dialing Properties dialog box. This feature is enabled by default. When the Dialing Rule Setting is on, Personal Call Manager uses dialing properties, such as the local area code and the outside line access code, when making a call.
Changing the Dialing Rule Setting To change the Dialing Rule Setting: 1 Click on the Tools menu. OR Right-click on the Personal Call Manager task tray icon. (See The task tray icon on page 55.) 2 Click on the Preferences menu item. The Preferences dialog box appears. 3 Click on the Options tab if it is not already selected. 4 Click on the Use Rules defined in the Dialing Properties Dialog checkbox to select or deselect it. A checkmark appears in the checkbox when it is selected.
Changing the Startup synchronization setting The Startup Synchronization Setting determines how the 9617 telephone Directory and the Personal Call Manager Quick Dials folder are synchronized when the program is started. When the telephone is plugged into the computer and Personal Call Manager is running, the 9617 telephone Directory and the Quick Dials folder in Personal Call Manager synchronize.
Startup Synchronization settings Make Quick Dials Folder the Same as Phone Directory Choose this option if you want to copy the entire list of contacts in the telephone Directory to the Quick Dials folder. All Quick Dial contacts that are not stored in the telephone Directory will be deleted. Make Phone Directory the Same as Quick Dials Folder Choose this option if you want to copy the entire list of contacts in the Quick Dials folder into the telephone Directory.
Show Warning Dialog on Startup If this option is selected (it is selected by default), a warning dialog box appears before the Directory and the Quick Dials are synchronized. This dialog box gives you the option of changing the synchronization setting, or not synchronizing at all. If this option is not selected, the warning dialog box does not appear before synchronization begins.
Storing your contacts A contact is any entry (name, number, etc.) you have stored in your 9617 telephone or Personal Call Manager. By storing contacts, you can easily access them to make calls. In your 9617 telephone, you store contacts in the Directory and/or in Memory keys. In Personal Call Manager, you store contacts in the Address book. The Address Book stores several phone numbers, the mailing address, the email address and personal notes for each contact name.
Storing contacts in the 9617 telephone You can store the name and one telephone number for up to 106 contacts – 100 in the Directory and one in each of the six memory keys – directly in your 9617 telephone.
The telephone Directory The 9617 stores the names and telephone numbers of up to 100 contacts in the Directory. You can dial these numbers by simply selecting them in the Directory. Names are sorted alphabetically starting with their first character. (If you want your Directory sorted by the last name, enter the last name first.) If you do not enter a name, the item appears at the beginning of the Directory.
Adding a contact to the telephone Directory To add a new number and name: 1 Press ß. 2 Press ¢. Note: When you press ¢, the Search dialog box appears on the computer screen if Personal Call Manager is running. 3 Enter the number using the dialpad. You can enter a maximum of 24 digits. To backspace and erase digits, press “. To add digits, use the dialpad. Note: You can also save dialing pauses and links to network services in telephone numbers.
Copying a contact from the Callers List, Redial List or a memory key to the Directory To save to the Directory: 1 Access a contact in the Callers List, Redial List or a memory key. 2 Press ß. 3 Press ¢. If the name was stored with the number, both are now saved in the Directory and you are finished. 4 If no name is displayed, you are prompted to enter one. If you don’t want a name, go to step 5. To enter a name, use the dialpad. (Refer to Entering Names on page 153.) 5 Press ß. 6 Press ®.
Adding an active caller to the Directory To add an active caller: 1 Answer or make a call. 2 Press ß. 3 Press ¢. The name and/or number are saved in the Directory. You cannot save the name and number of conference callers using this method. Instead, wait until the conference call is ended, and use the Callers List or the Redial List. Refer to Copying a contact from the Callers List, Redial List or a memory key to the Directory on page 141 for more information.
Editing the telephone Directory When you make changes to the Directory, the same changes are made to the Quick Dials folder in Personal Call Manager and vice versa. To edit a number and/or name in the Directory: 1 Press ¢. Note: When you press ¢, the Search dialog box appears on the computer screen (if Personal Call Manager is running). 2 Press – or ≠ to find the item you want to edit. 3 Press “ to start edit mode. 4 If you do not want to change the number, go to step 5.
Deleting contacts from the telephone Directory When you delete items from the Directory, the items are also deleted from the Quick Dials folder in Personal Call Manager (if the application is running). To delete individual contacts: 1 Press ¢. Note: When you press ¢, the Search dialog box appears on the computer screen (if Personal Call Manager is running). 2 Press ª to find the contact you want to delete. 3 Press ∑ twice. 4 Press ®. To delete all contacts: 1 Press ¢. 2 Press ∑.
Quick Dials and the 9617 Directory When Personal Call Manager starts, it compares the contacts in the 9617 telephone Directory and in the Personal Call Manager Quick Dials folder. If there are differences (if you have added a contact to the Directory on the 9617 telephone before turning on the computer, for example), Personal Call Manager synchronizes the lists based on the Startup Synchronization Setting.
Memory keys and the 9617 telephone You can save the name and telephone number of anyone you call frequently in any of the six memory keys on the 9617 telephone. You can store more names and numbers in the Directory. Refer to The telephone Directory on page 139 for more information. You can specify Ring Configuration features such as Always Ring, Never Ring, Special Ring and Pager Notification for contacts stored in memory keys.
Adding a contact to a memory key using the telephone To save a contact name and number: 1 Press ß. 2 Press the memory key you want to save the number into. 3 Enter the number using the dialpad. You can enter a maximum of 24 digits. To backspace and erase digits, press “. To add digits, use the dialpad. Note: You can also save dialing pauses and links to network services in telephone numbers. For more information, refer to Programming dialing pauses and links in telephone numbers on page 175. 4 Press ß.
Copying a contact from the Callers or Redial List to a memory key To copy a contact to a memory key: 1 Access a contact in the Redial List or Callers List. 2 Press ß. 3 Press the memory key you want to save the contact into. If the name was displayed with the number, both are now saved in the memory key and you’re finished. 4 If no name is displayed, you are prompted to enter one. If you don’t want a name, go to step 5. To enter a name, use the dialpad. (Refer to Entering Names on page 153.) 5 Press ß.
Adding a current caller to a memory key To save an active caller: 1 Answer or make a call. 2 Press ß. 3 Press the memory key you want to save the contact into. If the name was displayed with the number, both are now saved in the memory key. Note: Do not press ® or else you will hang up on your caller. You cannot save the Caller ID of callers in an active conference call. You must wait until the conference call is completed.
Labeling memory keys After programming a memory key, you should label it. To label a memory key: 1 Write the name of the contact stored in the memory key on one of the supplied blank paper labels. 2 Place the paper label on top of the memory key. 3 Push one of the supplied clear plastic key caps onto the memory key as shown below to hold the paper label in place. Warning: Keep loose keys and the sliding panel away from small children.
Editing memory keys To edit the name and number stored in a memory key, the Live Dialpad option must be turned off. Refer to Selecting the dialpad option on page 239 for more information. To edit a memory key: 1 To see its contents, press the memory key. 2 Press “. 3 Edit or delete the number. To backspace and erase digits, press “. To add digits, use the dialpad. If you don’t want to change the number, skip to step 4. 4 Press ß. 5 Edit or delete the name. To add letters, use the dialpad.
Deleting memory keys The Live Dialpad option must be turned off to delete memory keys. Refer to Selecting the dialpad option on page 239. To delete a memory key: 1 To see its contents, press the memory key. 2 To erase, press ∑ twice. Exceptions You can’t delete a memory key using the steps above if you have assigned a software application or the Don’t Disturb feature to it. To delete a memory key linked to a software application, refer to Clearing a memory key on page 113.
Entering Names You can use the telephone dialpad to enter the names of contacts into the 9617 telephone. Before you can use the dialpad to enter a name, you must first save or edit a number in the Directory or memory key. After you have entered the telephone number, the telephone display prompts you to enter a name. To enter a letter, press the corresponding key on the dialpad until the letter you want appears.
The characters each dialpad key can produce You can use the 12 dialpad keys to enter names or words that appear in the Directory or a memory key in the 9617 telephone. Dialpad key Display characters it can produce ⁄ , - ’ & .
Specifying Ring Configuration properties for contacts stored in memory keys You can specify Ring Configuration features for memory key contacts just as you can for the contacts stored in the Quick Dials folder. These features are described below. Always Ring – When you select this option, you are overriding the Do Not Disturb setting for the contact stored in the memory key. (When you activate the Do Not Disturb (DND) feature, the telephone does not ring when you receive a call.
A note about Quick Dials and memory keys You can set ring configuration features for contacts stored in the telephone Directory or Quick Dials folder AND for contacts stored in memory keys. For more information, refer to About Ring Configuration settings for Quick Dials contacts on page 161. If you store the same contact (i.e., the same telephone number) in the telephone Directory or Quick Dials folder AND a memory key, the ring configuration settings for the memory key take precedence.
The Address Book in Personal Call Manager You store the telephone numbers and addresses of your contacts in the Address Book. A contact is normally the telephone number of a person or business, but can be any number you want to keep track of or store in Personal Call Manager. The Address Book has two views, the Tree View and the List View. Each view displays information in the address book differently.
The Tree View section of the Address Book On the left side of the Address Book is the Tree View, which shows how your folders are organized. To open or close a folder, click on it. A sample Tree View is shown on the right. Contacts are stored in two main areas, the My Contacts folder and the Quick Dials folder.
The My Contacts folder You can add both contacts and folders to the My Contacts folder. (You can only add contacts to the Quick Dials folder.) Folders help you organize your contacts. By grouping contacts into folders, contacts are easier to find and view on the screen. You can change which folders are shown by clicking on certain portions of the Tree View. Clicking on a box with “+” in it expands the folder beside it, showing the contacts and folders it contains.
The Quick Dials folder The Quick Dials folder can hold 100 contacts. Contacts you add to the Quick Dials folder appear on the Calls menu and the Personal Call Manager task tray menu. (See The task tray icon on page 55.) You can only add contacts to the Quick Dials folder; you cannot add folders. You should add contacts to this folder if: ■ you use them frequently, or ■ you want to specify special features for them.
About Ring Configuration settings for Quick Dials contacts You can specify the following special Ring Configuration features for the contacts stored in your Quick Dials folder: Always Ring – When you select this option for a Quick Dials contact, you are overriding the Do Not Disturb setting for that contact. (When you activate the Do Not Disturb (DND) feature, the telephone does not ring when you receive a call.) For more information, refer to Overriding DND for some contacts on page 329.
A note about Quick Dials and memory keys You can set ring configuration features for contacts stored in the telephone Directory or Quick Dials folder AND for contacts stored in memory keys. For more information, refer to Specifying Ring Configuration properties for contacts stored in memory keys on page 155. If you store the same contact (i.e., the same telephone number) in the telephone Directory or Quick Dials folder AND a memory key, the ring configuration settings for the memory key take precedence.
Setting the Ring Configuration for Quick Dials contacts Using the right mouse button: 1 Right-click on a contact. 2 Point to the 9617 Options menu item. A submenu appears. 3 Click on the 9617 Properties menu item. The 9617 Property dialog box appears. 4 Select the checkboxes next to the options you want to set. When an option is selected, a checkmark appears in the check box. Using the toolbar: 1 Click on a contact. 2 Click on the Properties button on the toolbar (shown on the right).
The List View section of the Address Book The List View is on the right side of the Address Book. The List View displays the contacts and folders stored in the folder selected in the Tree View (the left side). The List View of the Address Book can be viewed in four different formats: large icons, small icons, list, and report.
Displaying the Address Book as large icons When you choose the large icon view, each contact is shown with the name of the contact below the icon. To view large icons: ■ Click on , or click on the Views menu then click on the Large Icon menu item.
Displaying the Address Book as small icons When you choose the small icon view, each contact is shown with the name of the contact to the right of the icon, and the contacts are arranged horizontally. To view small icons: ■ Click on , or click on the Views menu then click on the Small Icon menu item.
Displaying the Address Book as a list view In list view, each contact is shown with the name of the contact to the right of the icon, and the contacts are arranged vertically. To view your contacts as a list: ■ Click on , or click on the Views menu then click on the List menu item.
Displaying the Address Book as a report view A report view displays detailed information, including the contact’s last name, first name, telephone numbers and extensions, Fax number and Email Address. To view the details of your contacts: ■ Click on , or click on the Views menu then click on the Report menu item.
Entering contacts A contact is any entry in the Address Book. A contact can be a person, business, or any number or address you want stored in Personal Call Manager. The Address Book is divided into two main sections: My Contacts and Quick Dials. The My Contacts folder is used to store your contacts. The Quick Dials folder is used to store contacts that you use frequently.
Adding a new contact to the Address Book Contacts are added to the Address Book using the Address Properties dialog box. You add contacts to the My Contacts folder and the Quick Dials folder the same way. Note: When you add contacts to the Quick Dials folder, they are also added to the telephone Directory. Using the menu or toolbar: 1 Click on the folder you want to add the contact to. 2 Click on the File menu. 3 Point to the New menu item. A submenu appears. 4 Click on the Contact menu item.
3 Click on the Contact menu item. The Address Properties dialog box appears. 4 Enter the contact information on each tab. For more information, refer to The Address Properties dialog box on page 172.
The Address Properties dialog box The Address Properties dialog box consists of four tabs. Each tab is used to enter a different type of contact information. To use the Address Properties dialog box, select each tab and fill out the information as desired. (The tabs are described in more detail below). When you are finished, click on the OK button. Click on one of the following topics to find out more information about it.
Business The Business tab is used to enter the name, address, and telephone number of a contact, as well as other contact information. Note: Do not press the Enter key (to create line breaks) in the Address field. If you enter hard returns in this field, you may have problems importing and exporting contacts. Information that you must fill in You must enter the first name, last name and at least one phone number before you can successfully add a contact to the Address Book. continued...
The name you enter into the Last Name and First Name fields appears in the Calls box when you are on a call to this contact. The Phone number field is a drop list that allows you to enter four different telephone numbers. You can enter the Business (with an extension number), Home, Mobile, and Fax telephone numbers for the contact. The numbers you enter can be dialed from the task tray or the Personal Call Manager main window. (See The task tray icon on page 55.
Programming dialing pauses and links in telephone numbers You can program dialing pauses and links to network services in telephone numbers you store in the telephone or in Personal Call Manager. Saving dialing pauses in a telephone number You might want to enter a pause after a seven-digit telephone number so that the call is answered before Personal Call Manager dials an access code. If you are saving a telephone number in the telephone Directory, press the ˙ key where you want to enter a pause.
When you save a telephone number in the telephone Directory or Personal Call Manager, you can program the Link key into the number so that it is automatically dialed out. If you are saving a telephone number in the telephone Directory, press the ˚ key to enter a Link press. For example, if you saved the number 555-5555,,, ˚ 444-4444, the 9617 telephone would dial the first seven digits, pause for a few seconds to allow the call to be answered, dial the ˚ key, and then dial the last seven digits.
Email Address The Email Address tab allows you to store email information for your convenience. Note that you can’t send email using Personal Call Manager. Use the Email address field to enter the contact’s E-mail address. Use the Email type field to enter a description of the email address. For example, “Personal email account.
Settings The Settings tab allows you to specify which telephone number is dialed by default when you make a call by: ■ double-clicking on a contact icon in the Address Book; ■ dragging a contact icon from the Address Book to the Calls box; or ■ using the Quick Dials menu item in the Calls and task tray menus. You can also specify the Call Announce Voice file path and Image file path.
Setting the default telephone number You specify which telephone number–Business, Home, or Mobile–is the default telephone number. The default telephone number is the number that is dialed automatically unless you specify otherwise. The Default Dial setting you specify here applies to this contact only. You can override this setting when making a call. For more information, refer to Making a call using Personal Call Manager on page 241.
Call Announcements that tell you who is calling Personal Call Manager lets you specify Call Announcements for the contacts in your Address Book so you can hear who is calling. If you subscribe to a Caller ID service, Personal Call Manager compares the number sent by the telephone company with the numbers stored in the Address Book. If a match is found and you have specified a Call Announcement for the matching contact, you will hear the Call Announcement through your computer speakers.
Specifying Call Announcements using the menu bar To specify a Call Announcement: 1 Find the contact in the Address Book. You can find the contact manually or by using the Personal Call Manager Search feature. Refer to Finding a contact in the Address Book on page 254 for more information. 2 Click on the contact. 3 Click on the File menu. 4 Click on the Properties menu item. The Address Properties dialog box appears.
Specifying a Call Announcement using the right mouse button To specify a Call Announcement: 1 Find the contact in the Address Book. You can find the contact manually or by using the Personal Call Manager Search feature. Refer to Finding a contact in the Address Book on page 254 for more information. 2 Right-click on the contact. 3 Click on the Properties menu item. The Address Properties dialog box appears. 4 Click on the Settings tab. continued...
5 Click on the Browse button (shown on the right) to the right of the Voice Announce File Path field. The Open dialog box appears. 6 Navigate to and select the sound file. 7 Click on the Open button 8 Click on the OK button. Note: Click on Path.
Using graphics to identify callers You can identify incoming callers that are stored in your Address Book using graphics. When you specify a graphic for a caller, the graphic appears in the You Have a New Call dialog box when that contact calls. There are two steps to using graphics. 1 Create a graphic in the .BMP (bitmap) file format. 2 Select the contact in the Address Book and then specify the location of the graphic file.
Specifying a graphic using the menu bar or toolbar To specify a graphic: 1 Find the contact in the Address Book. You can find the contact manually or by using the Personal Call Manager Search feature. Refer to Finding a contact in the Address Book on page 254 for more information. 2 Click on the contact. 3 Click on the File menu. 4 Click on the Properties menu item. The Address Properties dialog box appears.
Specifying a graphic using the right mouse button To specify a graphic: 1 Find the contact in the Address Book. You can find the contact manually or by using the Personal Call Manager Search feature. Refer to Finding a contact in the Address Book on page 254 for more information. 2 Right-click on the contact. 3 Click on the Properties menu item. The Address Properties dialog box appears. 4 Click on the Settings tab. continued...
5 Click on the Browse button (shown on the right) to the right of the Image File Path field. The Open dialog box appears. 6 Navigate to and select the image file. 7 Click on the Open button 8 Click on the OK button. Note: Click on the Delete button (shown on the right) to delete an Image File Path.
Note You use the Note tab to record miscellaneous information about a contact. You can enter significant dates, recent orders, meeting locations or any information you want handy when you call the contact. If you right-click on a caller in the Calls box and then click on the Properties menu item, the Address Properties dialog box appears showing the Note tab if that caller is already stored in the Address Book. When the Note tab appears, you can click in the text area and begin typing notes.
Adding a caller to the Address Book When you receive a call, you can add that caller to your Address Book. The Personal Call Manager main window must be open before you add a caller. To add a caller: 1 Right-click on the caller’s icon in the Calls box. 2 Click on the Save menu item. The Address Properties dialog box appears. If you subscribe to the Caller ID service, the telephone number, and name if available, are automatically entered into the dialog box.
Copying a contact from the Calls Log to the Address Book To copy contacts: 1 Click on the View menu. 2 Click on the Show Call Log Window menu item. Either the Incoming Calls Log Window or the Outgoing Calls Log Window appears. 3 Click on the View menu. 4 Click on either the Incoming Calls Log or Outgoing Calls Log menu items to display the log that contains the contact you want to copy to the Address Book. 5 Click on the contact and then click on the Edit menu. OR Right-click on the contact.
Importing and exporting contacts You can import and export contact information into and out of Personal Call Manager. Information is imported from and exported to comma delimited text files. The text files you import can be created in a text editor, spreadsheet or a database. The files you export can be used by a text editor, spread sheet or database. You can also export your Address Book so that you can print it out.
Importing contacts from a text file The text files you import can be created in a text editor, spreadsheet or a database. Whatever the case, make sure your file only includes data that corresponds to the fields on the tabs of the Address Properties dialog box. (To access this dialog box, rightclick on a contact in the Address Book and click on the Properties menu item.) To make it easy to sort the data fields correctly when importing, make sure the first record in the text file is complete (i.e.
The possible values for the Default Dial field are: “B” (for business number), “H” (for home number), ”M” (for mobile number) and “E” (for extension number). The import feature ignores other letters and characters. Be sure to assign data with one of these values to this import field. If the file was not exported by Personal Call Manager (i.e., if it was exported by database or spreadsheet program), there may not be a field that matches this description. In this case, set this field to “none”.
Exporting contacts to a text file When exporting information to a text file, you can choose how that the data is exported. To export contact information: 1 Click on the File menu. 2 Click on the Export Contact menu item. The Export contact into text file dialog box appears. 3 Click on the Browse button to the right of the Source Text File field. The Save As dialog box appears. 4 Select the location where you want to save the text file and specify a filename. 5 Click on the Save button.
Editing contact information The information stored with a contact can be easily updated as required. Contact information can be edited on the contact’s Address Properties dialog box. To change the properties of a contact: 1 Find the contact in the Address Book. You can find the contact manually or by using the Personal Call Manager Search feature. Refer to Finding a contact in the Address Book on page 254 for more information. 2 Right-click on the contact and then click on the Properties menu item.
The Address Properties dialog box appears. 3 Select the tab that has the information you want to change. 4 Make the required changes. For more information on the information that you can change, refer to The Address Properties dialog box on page 172. Note: Do not press Return while entering information in the Address field. 5 If necessary, select another tab and repeat step 4. 6 Click on the OK button.
Organizing the Address book Personal Call Manager makes it easy for you to copy, move or delete contacts. You can organize the contacts in the Address Book into folders. For example, you may want to add two folders, one named Personal and the other named Business. You could then store all of your business contacts in one folder and all of your personal contacts in the other. Note: You can’t add folders to the Quick Dials folder.
Copying a contact By copying an existing contact, you can create a new contact based on the existing one. Personal Call Manager allows you to make two kinds of copies, a linked copy and a template copy. When you make a linked copy, all of the information about the contact is copied, and the copied information remains linked to the original information. A change to one contact is also made in the other(s). When you make a template copy, all of the contact’s information except the name is copied.
Deciding which copy method to use The copy method you choose depends on what you want to do. (See page 198 for a description of each.) The Linked copy method Use the linked copy method when you want to have identical copies of a single contact in several different folders so the contacts are easier to find and organize. A linked copy remains linked to the entry it was copied from.
Using the linked copy method Use this method when you want to create a copy of a contact that is linked to an original contact. For information about the two different methods of copying a contact, refer to Deciding which copy method to use on page 199.
Making a linked copy of a contact using the menu or toolbar To make a linked copy of a contact: 1 Click on the contact you want to copy. 2 Click on the Edit menu. 3 Click on the Copy menu item. Tip: Instead of doing steps 2 and 3, click on the Copy button on the toolbar (shown on the right). 4 Open the folder you want to copy the contact into. The contents of the folder appear in the List View box. 5 Click on the Edit menu. 6 Click on the Paste menu item. The contact is copied to the new folder.
Making a linked copy of a contact using drag and drop To copy a contact using drag and drop, both the contact you are copying and the destination folder must be visible. To make a linked copy of a contact: 1 Press and hold the Ctrl key on your computer keyboard. 2 Drag the contact to the folder you want the contact copied to.
Making a linked copy of a contact using the right mouse button To make a linked copy of a contact: 1 Right-click on the contact you want to copy. 2 Click on the Copy menu item. 3 Open the folder you want to copy the contact into. The contents of the folder appear in the List View box. 4 Right-click on an open area in the folder. 5 Click on the Paste menu item. The contact is copied to the new folder.
Using the template copy method Use this method when you want to create a new contact that is similar to an existing contact. All of the contact information except the contact name is copied to the new contact. For example, you could quickly make Directory entries for five people who work at the same company. Their business addresses would all be the same; only the names would change.
Making a template copy of a contact using the menu bar To copy a contact: 1 Click on the contact you want to copy. 2 Click on the Edit menu. 3 Click on the Copy menu item. 4 Open the folder you want to copy the contact into. The contents of the folder appear in the List View box. 5 Click on the Edit menu. 6 Click on the Paste Special menu item. The address properties dialog box appears. All of the information is the same as the original contact except the name field is blank.
Making a template copy of a contact using the right mouse button To copy a contact: 1 Right-click on the contact you want to copy. 2 Click on the Copy menu item. 3 Open the folder you want to copy the contact into. The contents of the folder should be showing in the List View box. 4 Right-click anywhere in the List View box (the right side of the Address Book). 5 Click on the Paste Special menu item. The Address Properties dialog box appears.
Moving a contact Contacts can be moved from one folder to another to help organize the Address Book. When you move a contact, it does not remain in the original folder.
Moving a contact using the menu bar To move a contact: 1 Click on the contact you want to move. 2 Click on the Edit menu. 3 Click on the Cut menu item. The icon for the contact dims. Tip: Instead of doing steps 2 and 3, click on the Cut button on the toolbar (shown on the right). The icon for the contact dims. 4 Open the folder you want to move the contact into. The contents of the folder appear in the List View box. 5 Click on the Edit menu. 6 Click on the Paste menu item.
Moving a contact using drag and drop To move a contact using drag and drop, both the contact and the folder you are moving it to must be visible in the address book. To move a contact: 1 Drag the contact you want to move to the folder you want the contact moved to.
Moving a contact using the right mouse button To move a contact: 1 Right-click on the contact you want to move. 2 Click on the Cut menu item. The icon for the contact dims. 3 Open the folder you want to move the contact into. The contents of the folder appear in the List View box. 4 Right-click on an open area in the folder. 5 Click on the Paste menu item. The contact is moved to the new folder.
Deleting a contact Using the menu bar: 1 Click on the contact you want to delete. 2 Click on the Edit menu. 3 Click on the Delete menu item. Using the right mouse button: 1 Right-click on the contact you want to delete. 2 Click on the Delete menu item. Using the keyboard: 1 Click on the contact you want to delete. 2 Press the Delete key on the keyboard. Note: You can restore a deleted contact if you select the Edit menu Undo menu item immediately after you delete it.
Using folders to organize contacts Personal Call Manager allows you to easily organize your contacts using folders.
Creating a new folder in the Address Book You can create a new folder in which to store contacts. When you add a new folder, it is always placed inside the folder selected in the Tree View (on the left) of the Address Book. Note: You cannot add folders to the Quick Dials folder.
Creating a new folder using the menu bar or toolbar To create a new folder: 1 In the Tree View of the Address Book (the left side), click on the folder you want to put the new folder into. Note: You cannot add folders to the Quick Dials folder in the Address Book. 2 Click on the File menu. 3 Point to the New menu item. A submenu appears. 4 Click on the Folder menu item. The Create New Folder dialog box appears.
Creating a new folder using the right mouse button To create a new folder: 1 In the Tree View of the Address Book (the left side), click on the folder you want to put the new folder into. Note: You cannot add folders to the Quick Dials folder in the Address Book. 2 Right-click on an open area in the List View (the right side of the Address Book). Tip: Instead of doing steps 1 and 2, you can right-click on the folder in the Tree View (left side of the Address Book) you want to add the new folder to.
Copying and pasting a folder You copy a folder so that you can paste it into another folder. When you copy a folder, you copy the folder and all of its contents, including contacts and sub-folders. When you copy and paste a folder of contacts, each new copy of a contact is linked to its original. If you make a change to the copy, the original is also changed. (Refer to Using the linked copy method on page 200.
Copying and pasting a folder using the menu bar To paste a copy of a folder into another folder: 1 Click on the folder you want to copy. 2 Click on the Edit menu. 3 Click on the Copy menu item. 4 Open the folder you want to copy the folder into. The contents of the folder appear in the List View box. 5 Click on the Edit menu. 6 Click on the Paste menu item.
Copying and pasting a folder using the toolbar To paste a copy of a folder into another folder: 1 Click on the folder you want to copy. 2 Click on the Copy button on the toolbar (shown on the right). 3 Open the folder you want to copy the folder into. The contents of the folder appear in the List View box. 4 Click on the Paste button on the toolbar (shown on the right).
Copying and pasting a folder using the right mouse button To paste a copy of a folder into another folder: 1 Right-click on the folder you want to copy. The folder must be in the List View box. 2 Click on the Copy menu item. 3 Open the folder you want to copy into. The contents of the folder appears in the List View box. 4 Right-click on an open area in the folder. 5 Click on the Paste menu item.
Moving a folder Folders can be moved from one enclosing folder to another. When you move a folder, all of the contacts and folders it contains move with it.
Moving a folder using the menu bar To move a folder: 1 Click on the folder you want to move. 2 Click on the Edit menu. 3 Click on the Cut menu item. The folder dims. 4 Open the destination folder. The contents of the folder appear in the List View box. 5 Click on the Edit menu. 6 Click on the Paste menu item.
Moving a folder using the toolbar To move a folder: 1 Click on the folder you want to move. 2 Click on the Cut button on the toolbar (shown on the right). The folder dims. 3 Open the destination folder. The contents of the folder appear in the List View box. 4 Click on the Paste button on the toolbar (shown on the right).
Moving a folder using drag and drop To move a folder using drag and drop, both the folder you are moving and the folder you are moving it to must be visible in the Address Book. To move a folder: 1 Drag the folder you want to move to the new destination folder.
Moving a folder using the right mouse button To move a folder: 1 Right-click on the folder you want to move. The folder must be in the List View box. 2 Click on the Cut menu item. The folder dims. 3 Open the destination folder. The contents of the folder appear in the List View box. 4 Right-click on an open area in the folder. 5 Click on the Paste menu item.
Renaming a folder Using the menu bar: 1 Click on the folder you want to rename. 2 Click on the File menu. 3 Click on the Properties menu item. The Folder Property dialog box appears. 4 Type the new name of the folder. 5 Click on the OK button. Using the right mouse button: 1 Right-click on the folder you want to rename. 2 Click on the Properties menu item. The Folder Property dialog box appears. 3 Type the new name of the folder. 4 Click on the OK button.
Deleting a folder When you delete a folder, all the contacts and folders it contains are also deleted. Note: You can restore a deleted folder if you select Undo from the Edit menu immediately after you delete the contact. Using the menu bar: 1 Click on the folder you want to delete. 2 Click on the Edit menu. 3 Click on the Delete menu item. 4 Click on the OK button to confirm deleting the folder and its contents. Using the right mouse button: 1 Right-click on the folder you want to delete.
Looking up contacts It’s easy to find your contacts whether they are saved in the telephone Directory or in the Address Book in Personal Call Manager. For more information, refer to one of the following topics.
Making, answering and holding calls You can use either the 9617 telephone or Personal Call Manager to make, answer and hold calls.
Making calls You can make a call using the telephone or Personal Call Manager.
Making a call using the telephone There are several ways to make a telephone call using the 9617 telephone.
Dialing a call You can use the 9617 to simply dial a regular call, or you can predial a telephone number to ensure it is correct before it is dialed out. To dial a call: 1 Lift the handset or press ©, ∂ or ¬. 2 Enter the number using the dialpad. To predial a call, the Live Dialpad option must be off. For more information, refer to Selecting the dialpad option on page 239. To predial a call: 1 Enter the number using the dialpad. Check the display to ensure you entered the number correctly.
Making a second call on your other line You may want to make a call on your other line without hanging up your first call. To make a call on your other line: 1 Press the other line key. The original line is put on hold. 2 Dial the telephone number. Switching between callers To switch to the caller that is on hold, press the appropriate Line key (¬) for that caller. The other caller is automatically put on hold. For more information, refer to Answering a call on the other line on page 265.
Using the telephone Directory to make a call To make a call from the Directory, the Directory must contain contacts. For information on storing contacts into the Directory, refer to The telephone Directory on page 139. To dial a number using the Directory: 1 Press ¢. 2 Press – or ≠ or use the dialpad to find the item you want to dial out. Refer to Finding a contact in the telephone Directory on page 234. 3 Lift the handset or press ©, ∂, or ¬. To end the call, press ® or hang up.
Finding a contact in the telephone Directory To scroll through the Directory: 1 Press ¢. 2 To move up and down the list, press – or ≠. If you want to scroll steadily, press and hold – or ≠. To find contacts beginning with a particular letter: 1 Press ¢. 2 Press the dialpad key with the letter you’re looking for printed on it, then press –. (For example, to see the contacts starting with “J”, press fi, then press – to scroll through the J listings.
Using a memory key to make a call Once you store a contact in a memory key, you can use that memory key to make a call. For more information on storing contacts in memory keys, refer to Adding a contact to a memory key using the telephone on page 147. To call from a memory key: 1 Lift the handset or press ©, ¬ or ∂. 2 Press the memory key with the number you want to dial out. Note: If the Live Dialpad option is turned on, you do not have to lift the handset or press any other button.
Using the Callers List to return a call You must subscribe to Caller ID from your telephone company to make calls from the Callers List. Contact your local telephone company to subscribe to this service. For more information on the Callers List, refer to The Callers List on page 335. To dial a number in the Callers List: 1 Press ≈. 2 Press ¬. This step is not necessary if the Callers List Mode is set to the Combined option.
Using the Redial List to make a call The Redial List stores the last ten numbers you dialed. When you press µ, the last number you called appears on the screen. You can then scroll through the list to view the other numbers. Note: The 9617 telephone Redial List synchronizes with the Personal Call Manager Calls menu Redial List. To make a call from the Redial List: 1 Press µ. The telephone display shows the last number you dialed.
Using a headset To use a headset instead of the handset receiver: 1 Disconnect the handset and attach the headset cord to the jack labeled . 2 Turn on the headset mode. To turn the headset mode on or off: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 12, or press ⁄ ¤. 4 Press • to change the headset mode. (By default, the headset mode is turned off.
Selecting the dialpad option When you select the dialpad option, you are turning the Live Dialpad option on or off. When the Live Dialpad option is turned on, the telephone is in Live dial mode. When you dial, the telephone chooses the prime line and automatically dials in Handsfree mode as soon as you press a dialpad key or a memory key. When Live Dialpad is off, the telephone is in pre-dial mode.
Changing the prime line The prime line is the line that is automatically selected when you lift the handset or press © or ∂. The default setting for prime line is Line 1. You can select either line as your prime line. To change the prime line: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 3 or press ‚ ‹. The current prime line is displayed.
Making a call using Personal Call Manager There are several ways to make a telephone call in Personal Call Manager (refer to the topics below). When you make a call, the large Active Call icon (shown on the right) appears in the Calls box, and the small Active Call icon appears in the Personal Call Manager task tray menu, and Calls menu. (For more information on the icons that appear in the task tray menu and Calls menu, refer to The task tray menu on page 56.
Making a call using the Address Book The Address Book provides you the most flexibility for making calls. For example, it allows you to dial a contact’s non-default telephone numbers. Before you can call a contact using the Address Book, it must contain the contact’s telephone number (see Adding a new contact to the Address Book on page 170). When you make a call using the Address Book, the name in the Address Book appears in the Calls box.
Right-clicking to make a call To make a call by right-clicking in the Address Book: 1 Find the icon of the person you want to call in the Address Book. You can use contacts in either the My Contacts folder or the Quick Dials folder. 2 Right-click on the icon. 3 Point to the Dial menu item. A submenu appears. 4 Click on the telephone number you want to dial for this person (i.e., the Business (or Business extension), Home or Mobile number).
Using the drag and drop method to dial a contact’s default number You may have entered more than one telephone number for some of the contacts in the Address Book (for example, a business number and a home number). If so, you can define one of those numbers as a default number. The default number is set on the contact’s Address Properties dialog box Settings tab. The Business number is selected by default.
Using the drag and drop method to dial a contact’s non-default number You may have entered more than one telephone number for some of the contacts in the Address Book. If so, you can define one of those numbers as a default number. A default telephone number is the number that is dialed out automatically unless you specify otherwise (i.e., specifically select a non-default number). For more information, refer to Adding a new contact to the Address Book on page 170.
Making a call using the task tray or Calls menu The task tray menu and the Calls menu are identical. You have four menu items to choose from when making a call using the task tray menu or Calls menu. You can use Quick Dials, Redial List, Callers List or Manual Dial.
Returning a call using the Callers List in Personal Call Manager The Callers List contains a list of the last ten calls you received. Each call is identified by the name or telephone number sent by the telephone company (if you subscribe to Caller ID from your local telephone company), or by the name stored in the Address Book. To make a call using the Callers List: 1 Click on the Personal Call Manager task tray icon or the Calls menu. (See The task tray icon on page 55.
Redialing a call using the Redial List in Personal Call Manager The Redial List contains a list of the last ten calls you made. Each call is identified by telephone number, or if the contact you called is stored in the Directory, by the name you have stored there. To make a call using the Redial List: 1 Click on the Personal Call Manager task tray icon or the Calls menu. (See The task tray icon on page 55.) 2 Point to the Redial List menu item. A submenu appears. 3 Click on the contact you want to call.
Making a call using the Quick Dials menu item There are two ways to make a call using the Quick Dials menu item – you can use the task tray menu or the Calls menu. You can choose a contact from the Quick Dials menu item. The Quick Dials menu item lists the contacts you have stored in the Quick Dials folder in the Address Book. To make a call: 1 Click on the Personal Call Manager task tray icon or the Calls menu. (See The task tray icon on page 55.) 2 Point to the Quick Dials menu item.
Dialing using the Dial dialog box To make a call using the Manual Dial menu item: 1 Click on the Personal Call Manager task tray icon or the Calls menu. (See The task tray icon on page 55.) 2 Click on the Manual Dial menu item. The Dial dialog box appears. Tip: You can also open the Dial dialog box by pressing the F3 key on your keyboard or by clicking on the Dial button on the toolbar (shown on the right. 3 Enter a telephone number in the text field in the upper left corner of the dialog box.
Making a call by searching for a contact using the Dial dialog box You can search for a contact by name or number using the Dial dialog box. The search method differs depending on the Search Option you are using. If you have the Search Option set to Fast Search, Personal Call Manager compares the name or number you enter in the Call field to the contacts stored in the Address Book as you enter it.
4 Click on the contact you want to call from the list of matches found. 5 If it is not grayed out, click on the Phone Number list box then click on Business, Home, Mobile or Extension to select the number you want to call. 6 Click on the Dial button. Note: All calls made using Personal Call Manager are in Handsfree mode. To turn off Handsfree, lift the handset after the call has been dialed. For information on Handsfree, refer to Handsfree calls on page 261.
Making a call using the Memory Key dialog box You can call contacts assigned to Memory Keys using the Memory Key dialog box. To make a call using the Memory Key dialog box: 1 Click on the 9617 Options menu. 2 Click on the Memory Key menu item. The Memory Key dialog box appears. Tip: You can also open the Memory Key dialog box by clicking on the Memory Key button on the toolbar (shown on the right.) 3 Click on the contact you want to call.
Finding a contact in the Address Book The Address Book has a search feature to help you find a contact. You can search for a contact using the contact’s name or telephone number. The Search feature operates in two different modes, Slow and Fast. In Slow Search mode, you enter the characters you want to find and then click on the Find Now button. Personal Call Manager only begins searching after you have clicked on the Find Now button. For more information refer to Slow Search on page 255.
Slow Search Personal Call Manager performs a slow search if you have chosen the Slow Search option in the Search Preferences. Refer to Search preferences on page 128 for more information. To find a contact: 1 Click on , or click on the Tools menu and then click on the Find Person menu item. The Search dialog box appears. 2 Enter the last name or telephone number of the contact you want to find exactly as it is in the Address Book (including the plus sign and brackets, e.g., “+1 (555) 5551234”).
5 Click on the OK button. The folder containing the contact opens and the selected contact is highlighted.
Fast Search Personal Call Manager does a fast search if you have chosen the Fast Search option in the Search Preferences. Refer to Search preferences on page 128 for more information. To find a contact: 1 Click on , or click on the Tools menu and then click on the Find Person menu item. The Search dialog box appears. 2 Enter the first character of the last name or telephone number of the contact you want to find exactly as it is in the Address Book (including the plus sign and brackets, e.g., “+1 (555)”).
If you have several contacts starting with that character, enter the next character in the name or telephone number. Personal Call Manager then displays only the contacts that match both of those characters. 3 Continue entering characters or use the scroll bar to find the contact in the Search dialog box. 4 Click on the name of the contact you want. 5 Click on the OK button. The folder containing the contact opens and the selected contact is highlighted.
Searching based on a contact’s first or last name There are times when you know only part of the name or telephone number of the contact you want to find. When this happens, you can enter the letters or digits you know and the Search feature will find all of the contacts that match the information you entered. You can then select the contact you were looking for from a list. Names are stored in the format, “last name, first name”.
Searching using wildcard characters If the portion you know is not at the start of the first or last name, you can use “wild card” characters at the start of the name or number. There are two wild card characters you can use. ? Use the question mark to represent any single character. * Use the asterisk to represent any characters that precede the characters you entered.
Handsfree calls You can use the Handsfree speaker instead of the handset to make or answer a call. You can also switch to Handsfree while a call is in progress. To make a Handsfree call: 1 Press © or ¬. 2 Enter the number using the dialpad. When the call is over, press ®. To answer a call in Handsfree mode, press © or the applicable line key (¬). To switch to Handsfree mode when you are on a call, press © and return the handset to the handset cradle (i.e., hang up the handset).
Muting a Handsfree call You can turn off the Handsfree microphone when you are in Handsfree mode so that the caller can’t hear you but you can still hear the caller. Muting a call only works when you are in Handsfree mode. To mute a Handsfree call: 1 Press ©. The light beside © flashes and the telephone display shows Microphone muted. You can hear your caller but your caller cannot hear you. 2 To speak to your caller, press © again. Each time you press ©, you turn the microphone on or off.
Answering calls You can answer a call using either the 9617 telephone or Personal Call Manager.
Answering a call using your telephone Caller ID information is sent from the telephone company to your 9617 telephone between the first and second ring (if you subscribe to the Caller ID service from your telephone company). If you want the name and number of the incoming call to appear on the display and in the Callers List, answer the telephone after the second ring. There are several ways to answer a call using the 9617 telephone depending on the type of call.
Answering a call on the other line If you are on one telephone line and a call comes in on the other line, the following will happen: ■ you will hear the telephone ring ■ the line indicator light will flash beside the line that is ringing ■ an arrow (->) will appear on the telephone display To see the Caller ID of the incoming call, press ‘. To answer the call, press the line key of the line that is ringing (the current call is put on hold).
Answering a Call Waiting call using the telephone The 9617 telephone can display Call Waiting ID for Call Waiting calls. (You must subscribe to your telephone company for the Call Waiting ID service.) Note: The Call Waiting ID option must be turned on for Call Waiting ID information to appear on the telephone display. This option is enabled by default. For more information, refer to Choosing the Call Waiting ID option on page 268.
To speak to the Call Waiting caller: ■ Press ˚. (Your first call will not be disconnected.) To switch between callers: Press ˚. (You may switch between callers as often as you want.) Note: When you press ˚ and see a caller’s Identification information but only hear a dial tone, it means that the caller has hung up. ■ If you decide not to answer the Call Waiting call, the caller’s ID is stored in the Callers List.
Choosing the Call Waiting ID option You use the Call Waiting ID option to turn the display of Call Waiting ID on or off. You choose the Call Waiting Option for Line 1 and Line 2 independently. When Call Waiting ID is on When you receive a Call Waiting call and the Call Waiting ID option is on, you’ll see the name and number of the Call Waiting caller on the telephone display and in Personal Call Manager. (In Personal Call Manager, Call Waiting callers appear in the Calls box the same way regular calls do.
To turn the display of Call Waiting ID on or off using the telephone: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 8 or press ‚ °. 4 Press •. 5 Press ¬. 6 Press • to turn Call Waiting ID on, or press £ to turn it off. 7 Press ®. You can also turn the display of Call Waiting ID on or off using Personal Call Manager.
Selecting the answer mode When you select the answer mode, you are choosing which line will be answered when both lines are ringing and you lift the handset or press ©. Select Answr prime (default setting), if you want the telephone to automatically answer the prime line first when both lines are ringing and you lift the handset or press ©. Refer to Changing the prime line on page 240 for information on how to choose which line is the prime line.
Answering a call using Personal Call Manager Personal Call Manager simplifies multiline interactions. It treats Call Waiting callers as if they had their own line, and allows you to answer them without pressing ˙ or ˚ on the telephone. Note: Calls answered using Personal Call Manager are always in Handsfree mode.
Caller ID and Personal Call Manager When someone calls you, the You Have a New Call dialog box appears at the bottom right of your computer screen, and one of the Ringing icons (shown on the right) appears in the Calls box, the Personal Call Manager task tray menu and the Calls menu. (See Answering a call using the You Have a New Call dialog box on page 276.) When you make or receive a call, an icon appears in the Calls box, Calls menu, and Personal Call Manager task tray menu.
Caller ID and name match If you subscribe to a Caller ID service, Personal Call Manager compares the number it receives from the telephone company with the numbers stored in the Address Book when you receive a call. What appears ■ beside the call icon ■ in the You Have a New Call dialog box, and ■ on the telephone display depends on whether a number match is found.
Displaying who is calling from the task tray When you click on the Personal Call Manager icon in the task tray, the current calls appear in the top half of the menu. (See The task tray icon on page 55.) If you subscribe to the Caller ID and Call Waiting ID service, the name or number of the caller appears beside the icon. To perform a function on one of the current calls, point at the name or number of the caller and a menu appears.
Answering a call from the main window In Personal Call Manager, regular calls and Call Waiting calls appear the same in the Calls box. You also answer them both the same way. If you answer a call while you are on another call, the original call will be put on hold. To answer a regular or Call Waiting call: 1 Double-click on the Ringing icon (both versions are shown on the right) in the Calls box. The call icon changes to the Active Call icon and the call is answered.
Answering a call using the You Have a New Call dialog box Personal Call Manager displays the You Have a New Call dialog box when you receive a call. This dialog box displays the available caller information. It also displays a picture if you have specified the location of one for that caller in the Directory. For more information, refer Using graphics to identify callers on page 184. To answer a call using the You Have a New Call dialog box, click on the Answer button on the toolbar (shown on the right).
Tip: If you right-click on a caller in the Calls box and then click on the Properties menu item, the Address Properties dialog box appears showing the Note tab if that caller is already stored in the Address Book. When the Note tab appears, you can click in the text area and begin typing notes. If the caller is not stored in the Address Book, you will be given the option of adding the caller (see Note on page 188).
Using the You Have a New Call dialog box The toolbar on this dialog box allows you to manage your telephone calls. Each toolbar button applies to the call displayed in the dialog box. To perform an action, click on its corresponding toolbar button. To view this dialog box after you have closed it: 1 Right-click on the icon of the call you want to see the dialog box for. 2 Click on the Monitor menu item.
You Have A New Call toolbar buttons (page 2 of 2) Button Feature Description Properties Displays the Address Properties dialog box for the call. It allows you to add an entry for the caller to the Address Book, or modify an existing entry for the caller.
Switching calls using Personal Call Manager Personal Call Manager can control four calls at once, two calls – one regular call and one Call Waiting call – on each line. In Personal Call Manager, there is no apparent difference between regular calls and Call Waiting calls. They are both handled the same. Note: If you subscribe to your telephone company for the Three Way Calling service, you will be able to conference two regular callers on one line.
Switching between calls on the main window On the main window, the currently connected calls are shown in the Calls box. The currently active call shows the Active Call icon (shown on the right), while the rest of the calls show the Held Call icon. To switch to a different call: 1 Double-click on the icon of the caller you want to talk to. The call you clicked on becomes the active call and the other call is put on hold. OR 1 Right-click on the icon of the caller you want to talk to.
Switching between calls using the task tray and Call menus On the Personal Call Manager task tray menu and the Calls menu, the currently connected calls appear at the top of the menu. The currently active call shows the Active Call icon (shown on the right), while the rest of the calls show the Held Call icon. To switch to a different call: 1 Click on the task tray icon or Calls menu. (See The task tray icon on page 55.) 2 Point to the caller you want to talk to. A submenu appears.
Answering a call using the task tray or Calls menu To answer a call: 1 Click on the Personal Call Manager task tray icon or the Calls menu. (See The task tray icon on page 55.) 2 Point to the call. A submenu appears. 3 Click on the Answer menu item. Tip: If you right-click on a caller in the Calls box and then click on the Properties menu item, the Address Properties dialog box appears showing the Note tab if that caller is already stored in the Address Book.
Holding and unholding calls You can hold and unhold calls using either the telephone or Personal Call Manager.
Putting a call on hold using your telephone To put a call on hold: 1 Make or answer a call. 2 Press ˙. The telephone display shows that the call is on hold on line x and that line indicator light flashes. 3 Return the handset to the handset cradle (i.e., hang up the handset). You won’t lose the call if you hang up the handset. Note: The 9617 automatically takes a held call off hold when a person on an extension telephone answers it.
Unholding a call using your telephone To retrieve a held call: 1 Press ¬. If you don’t retrieve the call within 15 minutes, the call is automatically dropped. Note: The 9617 automatically takes a held call off hold when a person on an extension telephone answers it.
Putting a call on hold using Personal Call Manager When a call is put on hold, the icon for the call changes from the Active Call icon to the Held Call icon. For information about the various icons, refer to The task tray menu on page 56 and Current Calls icons on page 69. Using the main window: 1 Make or answer the call. 2 Right-click on the icon of the call in the Calls box. A menu appears. 3 Click on the Hold menu item. Using the task tray or Calls menu: 1 Make or answer the call.
Unholding a call using Personal Call Manager To retrieve a held call using the main window: 1 Right-click on the icon of the call in the Calls box. 2 Click on the UnHold menu item. To retrieve a held call using the task tray or Calls menu: 1 Click on the Personal Call Manager task tray icon or the Calls menu. (See The task tray icon on page 55.) 2 Point to the caller you want to talk to. A submenu appears. 3 Click on the UnHold menu item. Tip: You can also double-click the call to take it off hold.
Hanging up Using the 9617 telephone Press ® or hang up the handset. Using the main window in Personal Call Manager: 1 Right-click on the icon of the call in the Calls box. A menu appears 2 Click on the Release menu item. Using the task tray or Calls menu in Personal Call Manager: 1 Click on the Personal Call Manager task tray icon or the Calls menu. (See The task tray icon on page 55.) 2 Point to the call you want to disconnect. A submenu appears. 3 Click on the Release menu item.
continued... When you have Call Waiting calls If you receive a Call Waiting call, you will see two calls in the Calls box, one for the original call, and one for the Call Waiting call. When you are finished talking to one caller, simply select the other caller by double-clicking on his/her icon. Do not try to release the caller you are finished with. If you right-click on either call icon and choose the Release menu item, both callers disappear.
Conference calls You can create a conference call using the 9617 telephone or Personal Call Manager. When you subscribe to Three Way Calling from your telephone company, you can have conference calls with up to three other callers (refer to Telephone network services you should subscribe to on page 22).
Making conference calls You can make two kinds of conference calls, a three-call conference (you plus two other callers) and a four-call conference (you plus three other callers). When you make a three-call conference, you are connecting yourself with one caller on Line 1 and another caller on Line 2. When you make a four-call conference, you are connecting yourself with two callers on one line, and one caller on the other line.
Making a conference call using your telephone A three-call conference When you make a three-call conference, you are connecting yourself with one caller on Line 1 and another caller on Line 2. To make a three call conference: 1 Make or answer a call on one line. 2 Make or answer a call on the second line. 3 Once you have callers on both lines, press ç. A four-call conference When you make a four-call conference, you are connecting yourself with two callers on one line, and one caller on the other line.
3 Press the ç key to conference the two lines together. You can now talk to all three callers at once.
Making a conference call in Personal Call Manager A three-call conference When you make a three-call conference, you connect yourself with one caller on Line 1 and another caller on Line 2. To make a three-call conference: 1 Make or answer two calls you want to connect in a conference call. 2 Drag the icon of the first call from the Calls box to the Conference box. OR Right-click on the icon of the first call in the Calls box and then click on the New Conf menu item.
To make a four-call conference: 1 First, make a Three Way call on one line by following these steps: ■ Either drag a call icon from the Calls box to the Conference box, or if you don’t have an active call, drag a contact from the Address Book to the Conference box. Drag another contact from the Address Book on top of the icon in the Conference box. You now have a Three Way call. 2 Make a call on the other line by dialing manually or dragging a contact from the Address Book into the Calls box.
Making a Three Way Call Three Way Calling When you subscribe to the Three Way Call service from your telephone company, you can create a telephone network conference call with two callers on one line of the 9617 telephone. When attempting to make a Three-Way call, make sure you use the line that has the Three-Way call service. Tip: You can conference a Three-Way call on one line with a call on your other line to create a four-call conference.
2 Drag another contact from the Address Book on top of the call icon in the Conference box. The Add to Conference dialog box appears. 3 When the contact answers, click on the OK button to complete the Three Way call. Note: If the contact does not answer, click on the Drop button to cancel the Three Way call and return to your first call.
Putting a conference call on hold You put any type or size of conference call on hold in the same way. Using the 9617 telephone: 1 Press ˙ on the 9617 telephone. The line indicator lights flash to indicate that the calls are on hold. Using the main window in Personal Call Manager: 1 Right-click one of the calls in the Conference box. A menu appears. 2 Click on the HoldConf menu item. All calls are put on hold and the call icons change to Held Conference icons.
Taking a conference call off hold Using the 9617 telephone: 1 Press ç. Using the main window in Personal Call Manager: 1 Right-click one of the calls in the Conference box. A menu appears. 2 Click on the UnHoldConf menu item. All calls in the conference become active and the icons change to the Conference icons. Using the task tray or Calls menu in Personal Call Manager: 1 Click on the Personal Call Manager task tray icon or the Calls menu. (See The task tray icon on page 55.
Splitting a three-call conference call When you split a three-call conference, one of the callers becomes the active call and the other caller is put on hold. Using the 9617 telephone 1 Press the line key ¬ of the caller you want to speak to. The conference call is split and the other caller is put on hold. Using Drag and Drop in Personal Call Manager: 1 Drag one of the icons out of the Conference box.
3 Click on the Split Conf menu item. The icons for both callers are moved to the Calls box. The caller you selected becomes the active call while the other caller is put on hold.
Splitting a four-call conference call When you are on a four-call conference, one line has two callers and the other has just one caller. When you split a conference, the caller(s) on one line remain active so you can still talk to them, and the other caller(s) is (are) put on hold. Using the 9617 telephone: 1 Press the line key of the caller(s) you want to speak privately to. Using Personal Call Manager: 1 Drag the call icon of the single caller (the caller that is alone on one line) to the Calls box.
Hanging up conference calls Using the 9617 telephone: 1 Press ®. Using the main window in Personal Call Manager: 1 Right-click on one of the icons in the Conference box. A menu appears. 2 Click on the Release Conf menu item. The conference is ended. Using the task tray or Calls menu in Personal Call Manager: 1 Click on the Personal Call Manager task tray icon or Calls menu. (See The task tray icon on page 55.) 2 Point to the icon of one of the calls in the conference. A submenu appears.
Advanced features ■ Sending your calls to your pager on page 306 ■ Screening your telephone calls on page 312 ■ The Don’t Disturb feature on page 322 ■ Using the Quick Dial Manager on page 331 ■ Using Calls Logs and lists on page 333 ■ Using feature keys for network telephone services on page 356 ■ Timing the length of your calls on page 364 ■ Redialing busy telephone numbers automatically on page 370 ■ Stripping area codes from numbers in the telephone Callers List on page 375 ■ Restrict
Sending your calls to your pager The Pager feature sends the Caller ID of your calls to your Pager service, if you have one. How it works once it is set up When your telephone receives a call, it sends the telephone number of that call (supplied by Caller ID) to your pager. The telephone number will be proceeded by three zeros. You are paged even if the telephone call is answered by someone using an extension telephone or by an answering machine.
Entering your Pager settings Note: Before following the steps on this page, make sure you have read Sending your calls to your pager on page 306. To configure the Pager feature: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Configure button. The 9617 Configuration Properties dialog box appears. 4 Click on the Feature tab. 5 Enter your pager settings in the Pager Notification Options box.
Enabling the Pager feature By enabling the pager feature, you are specifying which incoming calls you want sent to your pager. Note: Before following the steps on this page, make sure you have read Sending your calls to your pager on page 306. Turning on the Enable Pager Notification option You need to specify which calls you want sent to your pager.
Refer to Pager Notification for Quick Dial and memory key contacts on page 310 for instructions on how to enable the Pager feature for certain contacts.
Pager Notification for Quick Dial and memory key contacts If you have disabled Pager notification on both lines, you can still have calls from specified contacts stored in your Directory/Quick Dials folder or memory keys sent to your pager. To be paged by contacts in memory keys or the Quick Dials folder, you must set the Callers List in the telephone to the “All Calls” option for the line(s) you expect the calls to come in on.
Tip: You can use the Quick Dials Manager to view and/ or change the Ring Configuration settings for all of your Quick Dials on one dialog box. For more information, refer to Using the Quick Dial Manager on page 331. For contacts stored in memory keys: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Configure button. The 9617 Configuration Properties dialog box appears. 4 Click on the Memory Keys Assignment tab.
Screening your telephone calls There are several ways to screen your calls. You can prevent your telephone from ringing for certain calls, or specify a special ring for certain calls so you can more easily identify them. Regardless of the method you choose, it is highly recommended that you enable the Suppress First Ring option. For information about this option, refer to About the Suppress First Ring option on page 313. For information on the ways you can screen your calls, choose a topic below.
About the Suppress First Ring option It is recommended that you enable the Suppress First Ring option if you intend to screen your calls. The call screening features of the 9617 telephone and Personal Call Manager require Caller Identification (Caller ID) information to work. However, Caller ID information isn’t sent to your telephone until after the first ring. When you enable the Suppress First Ring option, the 9617 telephone does not ring until it has received the Caller ID information.
Using a Special Ring to identify callers You can assign a special ring tone to identify certain callers stored in the Quick Dials folder and in Memory keys. For information on how to enable this option, refer to About Ring Configuration settings for Quick Dials contacts on page 161 and Specifying Ring Configuration properties for contacts stored in memory keys on page 155.
Blocking “Unknown” callers Enabling the Block Unknown Call option blocks all calls that have a Caller ID of “unknown.” A caller will be listed as “unknown” if the telephone company has no information for them. Blocked calls rings once, unless you have enabled the Suppress First Ring option. For information on how to enable this option, refer to the “General tab” subtopic on The M9617 Configuration Properties dialog box on page 92.
Blocking “Private” callers Callers can request that their ID be listed as “private” by the telephone company. When you enable the Block Private Call option, Personal Call Manager blocks all calls that have a Caller ID of “private.” Blocked calls ring once, unless you have enabled the Suppress First Ring option. For information on how to enable this option, refer to the “General tab” subtopic on The M9617 Configuration Properties dialog box on page 92.
Blocking specified Quick Dial contacts Calls may be blocked using the Personal Call Manager Quick Dial Manager window. To block specified Quick Dial contacts: 1 Click on the 9617 Options menu and click on the Quick Dial Manager... menu item. OR Click on the Quick Dial Manager button on the toolbar (shown on the right). The Quick Dial Manager appears. 2 Click on the contact you want to block. 3 Click on the Edit menu. 4 Click on the Properties menu item. The 9617 Property dialog box appears.
1 Click on the Quick Dial contact you want to change. 2 Click on the 9617 Property Page button on the toolbar (shown on the right).
Blocking specified Memory key contacts Once you have saved a contact into a memory key, you can prevent the telephone from ringing when that contact calls. To see how to save a contact into a memory key, refer to Memory keys and the M9617 telephone on page 146. To block calls from contacts stored in memory keys: 1 Click on the Tools menu. 2 Click on the Dial Using menu item.The Choose a TAPI Line dialog box appears. 3 Click on the drop list arrow beside the TAPI Line field. 4 Click on 9617.
Accepting calls only from specified contacts You can have the 9617 telephone ring only when certain contacts call. This method involves the Don’t Disturb feature. When you turn on the Don’t Disturb feature, the 9617 telephone won’t ring when you receive a call. However, you can override the Don’t disturb feature for certain contacts you have stored in memory keys or in the Quick Dials folder in Personal Call Manager by using the Always Ring option.
Identifying long distance calls with a special ring If you only want to accept long distance calls, you can program the 9617 telephone to sound a special ring whenever you receive a long distance call. (Long distance calls ring once normally before the special ring is activated unless the Suppress First Ring option has been enabled.) To identify long distance calls with a special ring: 1 Click on the Tools menu. 2 Click on the Dial Using menu item.The Choose a TAPI Line dialog box appears.
The Don’t Disturb feature You can take advantage of the Don’t Disturb feature to stop your 9617 telephone from ringing. Although the telephone won’t ring, you can still answer the call. You can set this feature using either the 9617 telephone or Personal Call Manager.
Don’t Disturb and the 9617 telephone You can suppress the ringing on your telephone by using the Don’t Disturb (DND) feature. When this feature is on, the telephone does not ring; however, the line indicator and set indicator lights still flash when you receive a call. When this feature is on, Don’t disturb ON appears on the telephone display. Note: Although the telephone does not ring, you can still answer the call.
You can also program the Don’t Disturb key into a memory key so you can quickly turn it on and off, even while your telephone is ringing.
Adding and using a Don’t Disturb key You can program the Don’t Disturb key into a memory key so you can quickly turn it on and off, even while your telephone is ringing. To program a memory key as a Don’t Disturb key: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 21 or press ¤ ⁄. 4 Press •. 5 Press the desired memory key. 6 Press ß.
Deleting the Don’t Disturb key To delete a Don’t Disturb key, you must follow two steps. First reprogram the Don’t Disturb key to be a memory key, then delete the memory key. To delete a Don’t Disturb key: First, reprogram the key to be a memory key: 1 Press ß. 2 Press the memory key that contains the Don’t Disturb feature. 3 Press ‡ to begin re-programming the key as a memory key. 4 Press ß two times to skip the number and name prompts. The Don’t Disturb key has been changed to a memory key.
Don’t Disturb and Personal Call Manager The Don’t Disturb feature works the same whether you activate it with the 9617 telephone or with Personal Call Manager. When DND is enabled, the telephone does not ring when someone calls, but the line indicator still flashes. In Personal Call Manager, when you receive a call the You Have a New Call dialog box still appears and the Ringing icon appears in the Calls box.
Turning DND on or off To turn Don’t Disturb (DND) on or off: 1 Click on the Personal Call Manager task tray icon or the Calls menu. (See The task tray icon on page 55.) 2 Click on the DND menu item. A checkmark appears next to the menu item when DND is enabled. Other ways to turn DND on or off You can turn DND on and off using the Feature tab on the 9617 Configuration Properties dialog box (see The Feature tab on page 101). You can also turn DND on and off using a DND memory key.
Overriding DND for some contacts You can specify the contacts you want to override the Don’t Disturb (DND) feature. When one of these contacts calls, the telephone rings even if DND is turned on. Contacts stored in memory keys To specify that a contact’s call override DND: 1 Click on the Tools menu. 2 Click on the Dial Using menu item. The Choose a TAPI Line dialog box appears. 3 Click on the Configure button. The 9617 Configuration Properties dialog box appears. 4 Click on the Memory Keys Assignment tab.
4 Select the Always Ring check box. 5 Click on the OK button. Tip: You can also specify that a Quick Dial contact override DND using the Quick Dial Manager window. This window also allows you to quickly review the ring configuration of all of your Quick Dials at once. For more information, refer to Using the Quick Dial Manager on page 331.
Using the Quick Dial Manager You can use the Quick Dials Manager to view and/or change the Ring Configuration settings for all of your Quick Dials on one dialog box. You can set the Always Ring, Never Ring, Special Ring or Pager Notification options. To set Ring Configuration settings for contacts stored in the Quick Dials folder: 1 Click on the 9617 Options menu. 2 Click on the Quick Dial Manager menu item. The Quick Dials Manager appears.
4 Click on the Edit menu and click on the Properties menu item. OR Click on the Quick Dial Manager button on the toolbar (shown on the right). The 9617 Property dialog box appears showing the Ring Configuration tab. 5 Select the options you want. An option is selected when a check mark appears in the check box. For information on the options available, refer to About Ring Configuration settings for Quick Dials contacts on page 161.
Using Calls Logs and lists Both Personal Call Manager and the 9617 telephone have Calls Logs which store phone numbers and allow you to easily return calls and redial numbers. Personal Call Manager also contains a Calls Log Window which logs complete records of your incoming and outgoing calls.
The Callers and Redial Lists in your 9617 telephone The 9617 telephone features two lists to keep track of your calls. The Callers List logs your incoming calls, and the Redial list logs the calls you have made.
The Callers List The 9617 stores up to 100 calls in the Callers List. Your telephone logs the number (and name if available) of the caller and when he or she called. (You must subscribe to your telephone company for the Caller ID service.) If the telephone number of the incoming call matches a number that you have saved in a memory key or the Directory, the Callers List shows the name you have saved in the memory key or Directory instead of the name sent with the Caller ID.
Setting up the Callers List The Callers List records up to 100 incoming calls. You can program the telephone to record unanswered calls, all incoming calls, or no calls. To change the Callers List: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use – to scroll to option number 7 or press ‚ ‡. 4 Press • to change the Callers List. 5 Press ¬.
About the Callers List and the Pager feature If you are going to use the Pager feature, you must log all calls for the telephone line you want to activate the Pager feature on. If you have enabled the Pager feature on Line 1, select the “All Calls” option for Line 1. If you have enabled the Pager feature on Line 2, select the “All Calls” option for Line 2. If you have enabled the Pager feature on Line 1 and Line 2, select the “All Calls” option for both Line 1 and Line 2.
Setting the Callers List mode You can program the Callers List to be split by line or combined. If the Callers List is combined, it contains all of the calls for both lines combined (100 item maximum). If the Callers List is split by line, there is a separate list for each line. The total number of calls in the two Callers Lists cannot exceed 100. The Callers List for one line can exceed 50 calls, as long as the list for the other line has less than 50 calls.
Finding an item in the Callers List To find items in the Callers List: 1 To see the Callers List heading, press ≈. 2 Press ¬. This step is not necessary if the Callers List Mode is set to the “Combined” option. For more information about the Callers List Mode, refer to Setting the Callers List mode on page 338. 3 To see the first caller in the list, press –. To move down and up the list, press ª. If you want to scroll steadily, press and hold ª.
Making calls from the Callers List You must subscribe to Caller ID from your telephone company to make calls from the Callers List. Contact your local telephone company to subscribe to this service. For more information on the Callers List, refer to The Callers List on page 335. To dial a number in the Callers List: 1 Press ≈. 2 Press ¬. This step is not necessary if the Callers List Mode is set to the “Combined” option.
Editing in the Callers List If you call a number from the Callers List and you don’t get connected, you may have to edit the number (for example, the number may be long distance and you may have to add “1” in front of it). To edit a number in the Callers List: 1 Press ≈. 2 Press ¬. Note: This step is not necessary if the Callers List Mode is set to the “Combined” option. For more information about the Callers List Mode, refer to Setting the Callers List mode on page 338. 3 Find the item you want to edit.
For more information, refer to the following topics: ■ Stripping area codes from numbers in the telephone Callers List on page 375. ■ Dialing back a long distance number in the Callers List using the telephone on page 343.
Dialing back a long distance number in the Callers List using the telephone To dial back a long distance number in the Callers List: 1 Press ≈. 2 Use ª to find the item you want to edit. 3 Using the dialpad, press ⁄ and the area code if necessary. 4 To dial the edited number, lift the handset or press ©, ∂ or ¬. 5 If you want to save the number to the directory, press ß. Refer to Copying a contact from the Callers List, Redial List or a memory key to the Directory on page 141.
Copying Callers List numbers to the Directory or a Memory key To copy a number from the Callers List to the Directory or to a memory key: 1 Press ≈. 2 Press ¬. This step is not necessary if the Callers List Mode is set to the combined option. For more information about the Caller List Mode, refer to Setting the Callers List mode on page 338. 3 Find the item you want to copy. 4 Press ß. 5 Press ¢ or the memory key where you want to store the number. 6 If no name is displayed, you are prompted to enter one.
Deleting from the Callers List You can delete one entry from the Callers List, or you call delete the entire list. To delete one number in the Callers List: 1 Press ≈. 2 Press ¬. Note: This step is not necessary if the Callers List Mode is set to the “Combined” option. For more information about the Callers List Mode, refer to Setting the Callers List mode on page 338. 3 Find the item you want to delete. 4 Press ∑ twice. 5 Press ®. To delete all numbers in the Callers List: 1 Press ≈. 2 Press ¬.
Making a call from the Redial List The Redial List stores the last ten numbers you dialed. When you press µ,the last number you called appears on the screen. You can scroll through the list to view the other numbers. Note: The 9617 telephone Redial List synchronizes with the Personal Call Manager Calls menu Redial List. To make a call from the Redial List: 1 Press µ. The telephone display shows the last number you dialed. 2 If you want to redial a different number, find that number by pressing ª.
Deleting the Redial List There may be times when you want to delete the contents of the Redial List. For example, if you have dialed a personal number such as a password or your calling card number, you may not want it to appear in the list where anyone can see it. To delete the Redial List: 1 Press µ. 2 Press ∑ twice. The entire Redial List is deleted. Note: You cannot delete individual entries in the Redial List.
Calls Logs and lists in Personal Call Manager Personal Call Manager stores your incoming and outgoing calls so you can easily access them. Calls that you have received are stored in the Callers List and the Incoming Calls Log. Calls that you have made are stored in the Redial List and the Outgoing Calls Log. While the Callers List and Redial List have a limit of 10 calls, the Calls Logs are unlimited in size. You can use these lists to return calls, redial numbers or store contacts.
Viewing the Incoming and Outgoing Calls Log Window To view the Calls Log Window: 1 Click on the View menu, or click on the Calls Log Window button on the toolbar (shown on the right). 2 Click on the Show Call Log Window menu item. The Incoming Calls Log Window or the Outgoing Calls Log Window appears. To toggle between these windows, use the View menu or the toolbar buttons described below. Calls Log Toolbar Buttons Button Feature Description Incoming Calls Log Displays the Incoming Calls Log window.
Making a call using the Calls Log Window You can return a call from the Incoming Calls Log Window by viewing the Log and choosing the call you want to return. You can redial a number form the Outgoing Calls Log Window by viewing the Log and choosing the number you want to redial. To return a call or redial a number using the Calls Log Window: 1 Click on the View menu. 2 Click on the Show Call Log Window menu item. The Calls Log you last viewed appears by default.
Deleting entries in the Incoming and Outgoing Calls Log The Calls Logs in Personal Call Manager do not have a size limit. As a result, they can become so large that they take a minute or so to appear on your screen. It is a good idea to delete log entries occasionally. Note: If the Calls Logs are very large, deleting them may take a few minutes. To delete one entry: 1 Click on the contact you want to delete. 2 Click on the Edit menu. 3 Click on the Delete menu item.
Using the Callers List and Redial List in Personal Call Manager Personal Call Manager keeps two telephone lists that you can use to make calls. The Callers List contains the telephone numbers of the last ten people who called you. The Redial List contains the last ten telephone numbers you called. These lists synchronize with the lists in the 9617 telephone.
The Callers List in Personal Call Manager Personal Call Manager keeps a list of the telephone numbers of the last ten people who called you while Personal Call Manager was running. The Callers List shows both the calls you answered and the calls you were unable to answer. You can use this list to return the calls. This list may differ from the Callers List in the 9617 telephone if Personal Call Manager was not running when some calls came in. The calls shown on the Callers List are numbered from one to ten.
The Redial List in Personal Call Manager Personal Call Manager keeps a list of the last ten telephone numbers you called while Personal Call Manager was running. This list may differ from the Redial List in the 9617 telephone if Personal Call Manager was not running when you made some calls. The most recent call is at the top of the list (number one) the oldest call is at the bottom (number 10).
Returning a call or redialing a number You use the Callers List to return a call. You use the Redial List to redial a number. To return a call or redial a number: 1 Click on the Personal Call Manager task tray icon or the Calls menu. (See The task tray icon on page 55.) 2 Point to the Callers List menu item or the Redial List menu item. A submenu appears. 3 Click on the number you want to call. Note: All calls made using Personal Call Manager are in Handsfree mode.
Using feature keys for network telephone services Some network features such as Call Forwarding or Call Return provided by your telephone company are turned on and off by feature codes. A feature code usually looks something like this: *76. To turn a feature on, you dial the feature code provided by the telephone company. To turn a feature off, you dial the same or a different code depending on the feature.
Saving features in memory keys Some custom calling features require a unique On code and a unique Off code. Other features use the same code for On and Off. (You must subscribe to your telephone company for Custom Calling Features. Contact your telephone company for the appropriate feature codes.) Features that have unique On and Off codes must be stored in two feature keys. The On feature key stores the On feature code, and the Off feature key stores the Off code.
Saving a Feature On or Off Code using the telephone To save a Feature On or Off code: 1 Press ß. 2 Press the memory key you want to save the number into. 3 If you are saving a feature On code, enter the On code. If you are saving a feature Off code, enter the Off code. (You must subscribe to your telephone company for Custom Calling Features. Contact your telephone company for the appropriate feature codes.) 4 Press ß. 5 Enter the feature name (e.g., Call Forward) using the dialpad.
Using feature keys When a memory key is programmed with a feature code, you can use it to turn the feature on or off. To turn a feature on or off: 1 Press the memory key where you stored the desired feature On or Off code. The telephone display shows the feature name and code. 2 Lift the handset or press ©, ∂, or ¬. The feature code is dialed out on that line, which turns the feature on or off for that line.
Saving FeatureLight On and Off keys You can make the set indicator light come on when you turn a feature on and go off when you turn that same feature off. You can only do this with one feature. For example, you may want the light to remind you that you have turned Call Forwarding on. To do this, use one key to turn the indicator light on when you activate the feature. Use the second key to turn the indicator light off when you deactivate that same feature.
Saving a FeatureLight On key using the telephone To save a FeatureLight On key: 1 Press ß. 2 Do NOT select a memory key yet. To program the light on, press ⁄. 3 Press the desired memory key. 4 Enter the telephone company feature code for turning the feature on. Contact your telephone company for the appropriate feature codes. 5 Press ß. 6 Label the memory key. Refer to Labeling memory keys on page 150.
Saving a FeatureLight Off key using the telephone To save a FeatureLight Off key: 1 Press ß. 2 Do NOT select a memory key yet. To program the light off, press ‚. 3 Press the desired memory key. 4 Enter the telephone company feature code for turning the feature off. Contact your telephone company for the appropriate feature codes. 5 Press ß. 6 Label the memory key. Refer to Labeling memory keys on page 150.
Using FeatureLight keys To turn a feature and light on or off: 1 Press the memory key where you stored the FeatureLight. The telephone display shows FeatureLight ON or FeatureLight OFF. 2 Lift the handset or press ©, ∂, or ¬. The feature turns on or off for that line, and the light turns on or off accordingly. (When the feature and light are on and you’re not using the telephone, the telephone display shows Feature ON and the line that it applies to as a reminder.
Timing the length of your calls There are two ways to time the length of your calls. You can choose to have the Call Timer automatically displayed on the third line of the telephone display instead of the date and time when you are on a call. Or, if you don’t want the call timer to display automatically when you are on a call, you can program the call timer to appear only when you press a Call Timer memory key. Both lines are timed separately. Note: Telephone calls are always timed in Personal Call Manager.
The automatic Call Timer feature You can choose to have the Call Timer automatically displayed on the third line of the telephone display instead of the date and time when you are on a call. To turn the automatic Call Timer on or off: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 18 or press ⁄ °. 4 Press • to turn the automatic Call Timer on or off. 5 Press ®.
The Call Timer key If you don’t want the call timer to automatically appear when you are on a call, you can program the call timer to appear only when you press a Call Timer memory key. Both lines are timed separately.
Adding a Call Timer key If you don’t want the call timer to automatically appear when you are on a call, you can program the call timer to appear only when you press a call timer memory key. Both lines are timed separately. To program a memory key as a timer key: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 20 or press ¤ ‚. 4 Press • to add a Timer key.
Using the Call Timer key The timer key is used to display the length of a call when you don’t have the automatic call timer turned on. If you press the timer key when on a call, the timer for that call appears on the third line of the telephone display. If you press the timer key when you are not on a call, the timer for the last call on each of your telephone lines appears. To turn off the display of the call timer, simply press the timer key again.
Deleting a Call Timer key To delete a Call Timer key 1 Press the timer key. 2 Press ∑ twice.
Redialing busy telephone numbers automatically When you make a call and get a busy signal, you can use the Busy Redial feature to continue calling that number automatically until your line gets through. To set up this feature, you have to program a Busy Redial key, enter the number of redial attempts you want your 9617 telephone to make before it stops, and enter the delay time between attempts.
Creating an Automatic Busy Redial key To create a Busy Redial key: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 22 or press ¤ ¤. 4 Press •. 5 Press a memory key. 6 Press ß. 7 Press ®. 8 Label the Busy Redial key. Refer to Labeling memory keys on page 150. You can also program a memory key as a Busy Redial key in Personal Call Manager.
Specifying the time delay between redial attempts To specify the time delay between redial attempts: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 23 or press ¤ ‹. 4 Press • . 5 Enter the time delay in seconds (99 seconds maximum.) 6 Press ß. 7 Press ®.
Specifying the number of redial attempts To specify the number of redial attempts: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 24 or press ¤ ›. 4 Press • . 5 Enter the number of redial attempts you want your telephone to make (maximum 15). 6 Press ß. 7 Press ®.
Using the Automatic Busy Redial Feature There are two ways to use the Automatic Busy Redial feature. When you make a call and get a busy signal, hang up the call and press the Busy Redial key. Your telephone begins automatically redialing the last number in the Redial List using the line that you used to make the original call. Or, you can predial a number (the live dialpad option must be off - refer to Selecting the dialpad option on page 239) and then press the Busy Redial key.
Stripping area codes from numbers in the telephone Callers List In some areas, the telephone company sends the area code of all local calls with the Caller ID information. However, you may not be able to dial local numbers using the telephone Callers List until you remove the area code from the numbers stored there. If this is the case in your area, you can use the area code stripping feature.
Entering area codes and prefixes you want stripped off incoming calls To enter area codes and prefixes: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 14 or press ⁄ ›. 4 Press •. 5 Enter the area code or prefix using the dialpad and press ß. Repeat this step for each area code or prefix you want to enter, for up to three codes. 6 Press ®.
Editing or deleting area codes and prefixes To delete or edit an area code or prefix: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 14 or press ⁄ › to go directly to the item. 4 Press •. The first area code is displayed. If this is not the number you want to delete or change, go to step 5. If it is, go to step 6.
Restricting the telephone numbers that can be dialed Dialing Restrictions are used to prevent certain numbers from being dialed out. You can enter three 7-digit dialing restrictions. If you attempt to dial a number that matches the restricted digits, the message Restricted number appears on the telephone display. For example, if you entered the codes 0, 1, and 411, any number beginning with 0, 1 or 411 could not be dialed from the telephone.
Entering dialing restrictions To enter Dialing Restrictions: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 15 or press ⁄ fi. 4 Press •. 5 Enter the digits you want restricted and press ß. Repeat this step for each dialing restriction you want to enter. 6 Press ®. Important: Care must be taken when you are restricting numbers that start with 9.
Editing or deleting dialing restrictions To delete or edit dialing restrictions: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 15 or press ⁄ fi. 4 Press •. The telephone display shows 1st code>. If this is the number you want to delete or change, go to step 6. If not, go to step 5. 5 Press ß until you view the code you want to edit or delete.
Overriding dialing restrictions Dialing Restrictions are used to prevent certain numbers from being dialed out. You can, however, program three numbers to override the restricted numbers feature.You can program three 7-digit overrides. For example, if you entered the 0, 1, and 411 as restricted numbers, any number beginning with 0, 1 or 411 could not be dialed from the telephone. However, if you entered 4118 as an override number, you could dial the number 411-8679.
Editing or deleting dialing restriction overrides To edit or delete dialing restriction overrides: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 16 or press ⁄ fl. 4 Press •. The first override number appears. If this is the number you want to edit, go to step 6. If not, go to step 5. 5 Press ß until you see the number you want to edit or delete.
Preventing the telephone numbers you dial from appearing on the 9617 telephone display The 9617 is equipped with a Security Numbers feature to keep selected numbers private when you dial. When you have entered a security number using this option, your telephone does not display or store the digits that you dial after that security number. Instead, the numbers that follow the security number are replaced with the * symbol on the telephone display. You can secure up to three 12-digit numbers.
Entering security numbers To enter a security number: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 17 or press ⁄ ‡. 4 Press •. 5 Using the dialpad, enter the secure number. 6 Press ß to end. 7 Repeat steps 5 and 6 for each security number you want to enter. 8 Press ®.
Editing and deleting security numbers To edit or delete a security number: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 17 or press ⁄ ‡. 4 Press •. 5 Press ß until you find the number you want to change or delete. 6 Edit or delete the number (press “ to backspace). 7 Press ß. 8 Press ®.
Printing your Address Book There are two main steps to print out the contacts stored in your Address Book. 1 Export your contacts to a text file. For information on how to do this, refer to Importing and exporting contacts on page 191. 2 Import the text file into spreadsheet or database program, format it, and then print it from that program.
Connecting a fax machine or modem to the telephone The Fax Switch feature allows you to attach a fax machine or modem to the 9617 telephone. The illustration below is a schematic view of all phone connections, including a fax machine. To use a Fax Switch peripheral: ■ Both Line 1 and Line 2 must be combined on one telephone cord which is plugged into jack 1 of the 9617 telephone (Refer to Determining whether you have two telephone lines on one telephone cord on page 6 for more information.
■ You must subscribe to your telephone company for Distinctive Ringing on line 2. The telephone company will then provide you with an additional telephone number for line 2 which will ring with a slightly different ring tone. (The name of the Distinctive Ringing service varies from area to area. Contact your telephone company for more information.) This additional telephone number is your fax number. ■ You must turn on the Fax Switch feature.
Note: If the Long Distance Ringing service is available in your area, long distance calls will be sent to the Fax Switch peripheral. If this is the case, do not use the Fax Switch feature. When the Fax Switch peripheral is idle, line 2 of the 9617 terminal can be used as a normal line. When the Fax Switch peripheral is in use, the line 2 indicator light is on.
Setting the Fax Switch You can program the telephone to enable or disable the Fax Switch feature. To set the Fax Switch: 1 Press the Options key. 2 Enter your Options password if required. Refer to Setting the Options password using the telephone on page 87 for more information. 3 Use ª to scroll to option number 10, or press ⁄ ‚. 4 Press • to enable or disable the Fax Switch.
Uninstalling Personal Call Manager In certain situations, you may want to remove Personal Call Manager from your computer. For example, when you get a new computer you will want to move Personal Call Manager to the new computer. The Uninstall program removes the files that comprise Personal Call Manager from the computer hard disk.
The Voice Mail Assistant Personal Call Manager comes bundled with a Voice Mail utility call Voice Mail Assistant. This utility allows you to access your Voice Mail from your computer. To start Voice Mail Assistant: 1 If you see a desktop shortcut called “Voice Mail Assist,” double-click on it. OR 1 Click on the Windows® Start menu. 2 Point to the Programs menu item. A submenu appears. 3 Point to the Personal Call Manager menu item. A submenu appears. 4 Click on the Voice Mail Assist menu item.
■ right-click on any field or button and click on the What’s this? menu item; ■ click in a field and then press F1 on the keyboard; or ■ click and hold the mouse button on a button and then press F1 on the keyboard.
The Launch Pad application Personal Call Manager comes with a utility called Launch Pad. This utility allows you to assign applications to any of the 9617 telephone’s memory keys. When Launch Pad is running, pressing a memory key on the telephone starts the assigned application. Note: Launch Pad must be running in order for a memory key to launch an application. When Launch Pad is running, its icon (shown on the right) appears in the task tray.
Starting the Launch Pad application When you launch the Launch Pad application, its icon appears in the task tray but not on the task bar. (See The task tray icon on page 55 for an illustration of the task tray.) To start Launch Pad application: 1 Click on the Windows® Start menu. 2 Point to the Programs menu item. A submenu appears. 3 Point to the Personal Call Manager menu item. A submenu appears. 4 Click on the Launch Pad menu item.
Assigning an application to a memory key using Launch Pad To assign an application to a memory key: 1 Double-click the Launch Pad icon (shown on the right) in the task tray. The main window appears. 2 Click on the Configure Phone button. The 9617 Configuration Properties dialog box appears. 3 Click on the Memory Keys Assignment tab. 4 Select a memory key by clicking on a radio button. 5 Select Application from the drop down box. 6 Click on the Configure button. The Application Key dialog box appears.
Starting an application using Launch Pad Launch Pad must be running in order for a memory key to launch an application. To start an application using Launch Pad: 1 On the 9617 telephone, press the memory key to which the application is assigned.
Keyboard shortcuts The follow keyboard shortcuts are available when Personal Call Manager is the active application.
Using this Guide This Guide is meant as a reference for using the 9617 telephone with Personal Call Manager. The instructions in this Guide assume that you have a working knowledge of Windows®. While this Guide is designed primarily for use online, it can also be printed. Note: For optimum online viewing, set both the Screen and Desktop Display Area settings to 1024x768, and the Color palette to True Colour (32 bit).
Flipping through this Guide To view this online Guide, use Adobe Acrobat® Reader software. Some basic instructions on how to use this Guide are provided below. If you need more detail, refer to the Acrobat® Reader Online Guide. To access the Acrobat® Reader Online Guide: 1 In Acrobat Reader, click on the Help menu. 2 Click on the Reader Online Guide menu item. The Guide appears.
Using hotlinks If it’s green, you can click on it Hotlink text allows you to jump to different topics in this Guide by simply clicking. Hotlink text is green, like this. When you point to a hotlink, the mouse pointer arrow changes into a pointing hand (shown above, right). To jump to the topic the hand is pointing to, click on it. To use hotlinks, ensure you have selected the Hand tool. This tool is selected by default.
Bookmarks When you opened this Guide, bookmarks appeared to the left of the page. Each bookmark is a hotlink to its associated topic. To jump to a topic, click on it. To see subtopics, click the arrow to the left of a topic. Bookmarks are provided for your convenience only. You can hide them to reduce the amount of space this Guide uses on the screen. To hide bookmarks: 1 Click on the View menu in Acrobat Reader. 2 Click on the Page Only menu item. The bookmarks disappear.
Retracing your steps You can easily retrace your steps through this Guide by using the Go Back or Go Forward buttons on the Acrobat Reader toolbar. A B A. Go Back B. Go Forward Click on the Go Back button to see the previous page you looked at. By continually clicking this button, you can review, one page at a time, all of the pages in the Guide you have seen. To go forward again one page at a time, click on the Go Forward button.
Searching for topics – the Find feature Be sure to use the Find feature in Acrobat® Reader to locate topics of interest to you. The Find feature finds all instances in this manual of the word you specify. To search for a topic: 1 Click on the Tools menu in Acrobat® Reader. 2 Click on the Find menu item. The Find dialog box appears. 3 Enter the word related to the topic you are looking for. For example, to find topics related to the Directory, enter the word, “Directory” in the Find box.
Zooming in or out on the page You may want to magnify the document to get a better look at screens or anything else that is not clear. For example, to get a better view of the graphics in this Guide, zoom the page view to 200%. To zoom the page view: 1 In Acrobat Reader, click on the View menu. 2 Click on the Zoom menu item. OR 1 Click on the Zoom button (shown on the right) on the toolbar and then click on or draw a marqee around the area you want to zoom.
Printing this Guide You can print this entire Guide or just the pages with the topics that interest you. To print all or part of this guide: 1 Click on the File menu. 2 Click on the Print... menu item. 3 Enter the page number, a page range or click on All. This User Guide includes an Index that prints for your convenience. Warning: Due to the size of this guide (over 400 pages), we recommend that you only print the pages you need. 4 Click on the OK button.
Windows online help Much of the information in this Guide about Personal Call Manager can also be found in the Windows® online help files included with the Personal Call Manager application. Note: Windows online help covers topics related to Personal Call Manager only, not the 9617 telephone. The online help Contents screen You can access the main Contents help window from the Personal Call Manager menu bar and toolbar. To access the main online help window: 1 Click on the Help menu.
The main help window also has a Find tab. The Find tab allows you to enter a word or topic for which you need help information. The Find feature searches through the help topics and displays a list of topics that contain information about the word or topic you entered. Context Sensitive help You can also use context sensitive help. Use this method to learn about specific areas you select on the screen using the mouse pointer.
Troubleshooting Following are some solutions to common problems. If you see your problem listed below, click on it to jump to the page it is found on. Then determine which cause of that problem applies to you and then follow the suggested solution. ■ The telephone display is not in the language I want. ■ The telephone display is blank and the ringer volume is low. ■ I can’t see the name and number of my callers on the telephone display.
■ The telephone was ringing and when I answered all I could hear was a dial tone. ■ The Handsfree speakerphone is not working. ■ How do I make my fax work with this telephone? ■ I keep getting the message Check phone cord. ■ The red set light is on, and the message, feature on, appears on the telephone display. ■ When I press numbers on the telephone dialpad, they appear on the telephone display but are not dialed out. ■ The telephone wobbles.
■ The problem I’m having isn’t listed here 411
The telephone display is not in the language I want. Cause: An alternate language has been chosen. Display prompts on the 9617 telephone can appear in English, French, or Spanish. Solution: To choose the language you want, refer to Changing the telephone display language on page 20. The telephone display is blank and the ringer volume is low. Cause: The telephone is not receiving electrical power.
I can see Caller ID information for regular calls, so why can’t I see it for Call Waiting calls? Cause: You have not subscribed to a Call Waiting ID service from your telephone company. Solution: Contact your telephone company to subscribe to this service. Cause: You do not have the Call Waiting ID display option turned on. Solution: For information on turning this option on, refer to Choosing the Call Waiting ID option on page 268.
I cannot dial a number in the telephone’s Callers List. Cause: The caller may have an “Unknown” or “Private” number. Solution: None. You won’t be able to return calls unless the number is stored in the Callers List. Cause: The number as it was received from the telephone company cannot be dialed. Solution: You may have to edit the number in the Callers List before you can dial it. For more information, refer to Editing in the Callers List on page 341.
I cannot program a memory key. Cause: Some of the memory keys on your telephone may be factory-programmed. Solution: None. Factory programmed keys are locked; you cannot erase or reprogram them. I cannot save a Directory number into a memory key. Cause: You cannot copy Directory contacts directly into memory keys. Solution: Save the name and number manually. For more information, refer to Adding a contact to the telephone Directory on page 140. The cursor doesn’t move when saving in the Directory.
Cause: Your telephone line setup may not be connected properly. Solution: Check to ensure your setup is correct. For more information, refer to Installing the M9617 telephone on page 5. Cause: The Headset mode is enabled. When the Headset mode is enabled, you cannot use the handset. Solution: Disable the Headset mode. For more information, refer to Using a headset on page 238. The telephone was ringing and when I answered all I could hear was a dial tone.
How do I make my fax work with this telephone? There are several steps to connecting your fax to the 9617 telephone. For instructions, refer to Connecting a fax machine or modem to the telephone on page 387. I keep getting the message Check phone cord. Cause: One of your telephone cord(s) is not connected properly. Solution: Check to ensure your telephone cord(s) are connected properly. Cause: You are only using one telephone line with the 9617 telephone.
When I press numbers on the telephone dialpad, they appear on the telephone display but are not dialed out. Cause: The Live Dialpad option has been turned off. Solution: Turn on the Live Dialpad option in the Options List. For more information, refer to Selecting the dialpad option on page 239. If this does not solve the problem, disconnect and then reconnect the AC power adapter. The telephone wobbles. Cause: The telephone cords aren’t routed properly.
Cause: A contact entry with the same telephone number is stored in the My Contacts folder with a different name. The contacts in the Quick Dials folder are always the same as those in the Directory. However, if a contact in the Quick Dials folder has the same telephone number as a contact in the My Contacts folder, the contact in the Quick Dials folder always uses the same name as that in the My Contacts folder. Solution: None. The Personal Call Manager Calls Log Window takes a long time to appear.
Solution: Specify the ring configuration setting you want in the memory key, or else delete the memory key. For more information, refer to Specifying Ring Configuration properties for contacts stored in memory keys on page 155 or Deleting memory keys on page 152. When I export contacts from the Address Book, the resulting text file is incomplete and/or the contact information is jumbled. Cause: The data for some contacts in your Address Book might contain hard returns (line breaks) or commas.
If you’ve read this owner’s manual and consulted the Troubleshooting section and still have problems, please call 1-800-574-1611 for technical assistance.
Warranty and Technical Support Getting warranty or technical support If you need warranty or technical support, please have the serial number on the back of your telephone and the software version of Personal Call Manager ready before you call. (For information on how to find the software version you have, refer to The About Personal Call Manager window on page 75.) Refer to the applicable topic below.
Telephone Warranty and Technical Support Limited Warranty Aastra Telecom warrants this product against defects and malfunctions during a one (1) year period from the date of original purchase. If there is a defect or malfunction, Aastra Telecom shall, at its option, and as the exclusive remedy, either repair or replace the telephone set at no charge, if returned within the warranty period. If replacement parts are used in making repairs, these parts may be refurbished, or may contain refurbished materials.
Aastra Telecom shall not be liable for any incidental or consequential damages, including, but not limited to, loss, damage or expense directly or indirectly arising from the customers use of or inability to use this telephone, either separately or in combination with other equipment. This paragraph, however, shall not apply to consequential damages for injury to the person in the case of telephones used or bought for use primarily for personal, family or household purposes.
In North America, please call 1-800-574-1611 for further information. Outside North America, contact your sales representative for return instructions. You will be responsible for shipping charges, if any. When you return this telephone for warranty service, you must present proof of purchase. After Warranty Service Aastra Telecom offers ongoing repair and support for this product. This service provides repair or replacement of your Aastra Telecom product, at Aastra Telecom's option, for a fixed charge.
Software Technical Support and Warranty Technical Support For installation and configuration questions, Aastra Telecom provides 90 days of support starting from the date of the first call at no charge. To receive technical support, call 1-800-574-1611. END USER LICENSE SOFTWARE LICENSE AGREEMENT 1.Grant of License Grant of License from Aastra Telecom Limited (“Aastra”).
2.Acceptance of Term BY OPENING THE SEALED PACKAGE WHICH CONTAINS THE SOFTWARE, OR BY INSTALLING THE SOFTWARE, OR BY USING THE SOFTWARE, YOU AGREE TO THE TERMS OF THIS AGREEMENT. DO NOT USE THE SOFTWARE WITHOUT FIRST READING, UNDERSTANDING, AND AGREEING TO THE TERMS AND CONDITIONS OF THIS AGREEMENT.
You are granted no title or ownership rights, in or to the Software, in whole or in part, and you acknowledge that title to and all copyrights, patents, trade secrets and/or any other intellectual property rights to and in all such licensed Software and associated documentation are and shall remain the property of Aastra and/or Aastra’s suppliers/developers.
If the Software should fail to meet the above warranty You should return it and all related hardware that was packaged with the Software, during the ninety day warranty period only, to Aastra or Your Aastra Authorized Distributor for replacement with another copy or for a full refund, at Your option. Such replacement or refund shall be Your sole remedy. THERE ARE NO OTHER WARRANTIES, EXPRESSED OR IMPLIED PROVIDED WITH THE SOFTWARE.
6.Termination of Agreement You may terminate this Agreement by returning the Software and destroying all copies, and by returning all hardware components that were packaged with the Software, as provided in paragraph 2. Aastra may terminate this Agreement, and require You to return the Software and destroy all copies, as provided in paragraph 2, if You violate any of the terms and conditions of this Agreement. 7.
Glossary Address Book Tree View The Tree View portion of the Address Book appears on the left of the Personal Call Manager main window, and shows the My Contacts and Quick Dials folders: Address Book List View The List View portion of the Address Book appears on the right side of the Personal Call Manager window, and contains the contacts in the folder selected in the Tree View portion Comma delimited format A file that is stored in comma delimited format has a comma between each field, and a carriage retur
Quick Dials The Quick Dials folder of the Address Book is used to store contacts that you use frequently or need to access quickly. The contacts that you add to the Quick Dials folder are automatically added to the Quick Dials menu item in the Calls menu or the Personal Call Manager task tray menu. (See The task tray icon on page 55.) Right-click Right clicking (moving the mouse pointer over an object and pressing the right mouse button) will open a menu for most items in Personal Call Manager.
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z A About PCM menu item 75 About Personal Call Manager 75 Acrobat Reader (see Adobe Acrobat Reader) 402 Active Call icon 56, 69, 241, 281 Adding, contacts (see Contacts) 137 Address Book 60, 137, 157 contacts adding 169–170 an active caller 189 copying 198–206 deleting from Address Book 211 editing 195 importing and exporting 191 moving 207–210 displaying 67 folders 212 adding 213–215 copy and pasting 216–219 deleting 226 moving 220–224 renaming 225 icon
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z Adobe Acrobat Reader 400–401, 403–404 Find Feature 404 Go Back button 403 Hand tool 401 online Guide 400 Page Only menu item 402 printing 406 scrolling pages 400 showing and hiding bookmarks 402 toolbar 400 zooming the page view 405 Advanced features 305 Always Ring 155, 161 Always Ring option 320 Announcements, hearing who is calling 180 Answer longest option 270 Answer mode option Answer longest 270 Answer prime 270 Answer Preference (see Answer mode
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z for dialing rules used by Personal Call Manager 126 stripping from Callers List 99, 375–376, 414 editing or deleting 377 Arrow keys 30–31 Auto Dial See Memory keys 119 Automatic Busy Redial 372–374 adding to a memory key using Personal Call Manager 110, 115 using the telephone 85, 371 specifying the delay between attempts 85, 103, 372 specifying the number of retry attempts 86, 373 B Backdoor feature, for bypassing Options password 88 Block Private Cal
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z Call Waiting 83, 267 and Personal Call Manager 267 Call Waiting ID option 266, 268 calls answering 31, 266–268, 271, 275 hanging up 290 switching between calls 280 telephone display icon for 45 disabling for a telephone call 126, 269 troubleshooting 413, 418 using a fax machine 388 Call Waiting ID 94, 266, 268, 274, 413 Call Waiting ID option 83 defined 22 turning on or off 268–269 Caller ID 43–44, 97, 99, 104, 149, 180, 189, 236, 264–265, 273–274, 313,
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z display messages 44–45 editing in 341 finding items 339 list mode setup 96, 338 making a call from 247, 340 setting up 336 stripping area codes from 375–376 synchronizing 78 troubleshooting 413 Callers List is empty message 44 Callers List key 30 Callers List menu item 247, 355 Calling (see Calls, making) 340 Calling card 126 Calls adding active caller to Directory 142 answering 263 using Personal Call Manager 271 using the telephone 264–266 blocking (s
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z Held Conference icon 69 Ringing icon 69 status icons in task tray or Calls menu 56 in the Calls box 69 in Personal Call Manager 68 logs and lists of 333 making using Personal Call Manager 241 dialing manually 250 with the Address Book 242–245 with the Callers List 247, 355 with the Manual Dial menu item 250 with the Memory Key dialog box 253 with the Redial List 248, 355 with the toolbar 250–251, 253 using the telephone 230 on a second line 232 redialin
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z displaying 349 making a call from 350 toolbar 349 toolbar button 65 troubleshooting 419 Calls menu 61 answering a call from 283 Callers List 57 DND 57 making a call from 249 Manual Dial 57 Quick Dials 57 Redial List 57 Change answer option 83 Change callers option 83 Characters, entering using dialpad 154 Check line cord message 6, 19, 34, 48, 84, 93 Check phone cord, troubleshooting 417 Choose a TAPI Line dialog box 24, 90, 124 Clear Message Waiting op
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z a four-call conference 303 a three-call conference 301 three-call conference, defined 293 unholding 300 Conference held message 35 Conference key 31 Configure Telephony Device toolbar button 65 Connecting a fax or modem 387, 390 the telephone cords 7 Contacts adding 137 to Address Book 169 to Directory 141 to memory keys 146 Address Book 157 address, entering 174 Call Announcements 180–183 copying 198–206 linked copy method 200–203 template copy method
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z searching by name 259 sorted in Directory 139 specifying a graphic for 185–186 storing 137 Contents tab, in Windows online help 407 Contrast 18, 30, 99 Copy menu item 190, 203, 205–206, 217, 219 Copy toolbar button 63 Copying contacts 198–206 choosing the copy method 199 folders 216–219 Cords (see Telephone lines) 6 connecting 7 Current calls in Personal Call Manager 68 toolbar 71 Current Calls section, of the Address Book 60 Customer support 422 Custom
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z from Address Book 211 from memory keys 113, 152 from the Calls Log Window 351 from the Directory 144 dialing restrictions 380 overrides 382 features in memory keys 152 Redial List 347 security numbers 385 Desk mounting the telephone 13, 15 Dial dialog box 250–251 searching for contacts 251 Dial key 31 Dial pad (see Dialpad) 154 Dial Using menu item 90, 113–117, 119, 121, 124, 156, 307–308, 311, 319, 321, 329 Dialing default telephone number 244 hiding t
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z adding contacts 140–141 active callers to 142 copying numbers from Callers List 344 deleting contacts 144 editing 143 entering names 153 finding contacts in 234 key 30 making calls with 233 synchronizing with Quick Dials 77, 134 Directory empty message 34 Directory full message 34 Directory key 30 Directory Synchronization toolbar button 66 Display changing language 365 contrast 18, 99 language 20 messages Callers List 42 general 34 viewing multiple mes
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z Don’t disturb option 85 E Edit menu 61 Editing Address Book 195 area codes 377 dialing restrictions 380 overrides 382 memory keys 151 security numbers 385 the Callers List 341 the Directory 143 Email address, entering 177 Enable Call Timer option 95 Enable DND option 102 Enable Headset option 95 Enable line cord check option 93 Enable live dialpad option 95 Enable Pager Notification option 93, 104 Ending a call 289 Enter area codes option 84 Exit menu
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z turning on or off 95, 390 Feature highlights 4 Feature keys 356 (see FeatureLight keys) 356 creating 358 saving feature codes to memory keys 357 using 359 Feature ON message 34 FeatureLight keys creating 121, 360–362 FeatureLight Off key 111 FeatureLight ON key 38, 111 using 363 File menu 61 Find Now button 128 Find Person menu item 255, 257 Find Person toolbar button 65 Find tab, in Windows help 408 Finding contacts (see Searching for contacts) 254 Fir
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z H Handset volume 52 Handsfree calls 261 dialing 239 muting 40, 262 troubleshooting 416 Handsfree speaker 40 volume of 52 Handsfree/Mute indicator light 40 key 32 Hanging up 289 Headset 95 option 84 using 238 Headset mode option 238 Held Call icon 56, 69, 287 Held Conference icon 56, 69 Help menu 61 Help messages, in the Status Bar 74 Help toolbar button 65 Help topics accessing Windows online help topics 407 table of contents 2 Help topics menu item 407
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z appearance in the Address Book 165–168 Conference Call icon 56, 69 Extension in Use icon 70 for calls in task tray menu 56 in the Calls box 69 Held Call icon 56, 69, 287 Held Conference icon 56, 69 Message Waiting 46 Ringing icon 57, 69 startup 54 task tray icon 55 task tray menu 56 icons DND (in task tray) 102, 327 Import Contact menu item 193 Importing contacts 191–192 Incoming call 38–39 Incoming Calls Log Window 333, 349 copying to Address Book 190
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z Language choice option 82 Large Icon menu item 165 Large Icons toolbar button 64, 71 Launch Pad application 394 assigning an application 396 starting 395 using 397 Left arrow key 30 Letters, entering 153–154 Lights flashing on the telephone 46 location of 29 on the telephone 38–39 Lights, stopping from flashing 47 Line (see also Line-cord setup and Telephone lines) 6 choosing 9617 TAPI line 124 keys 31 Prime line, for telephone 96, 240 TAPI line used 74
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z in the Address Book 254 in the Directory 234 M 9617 Options List 81 setting up 80 9617 Configuration Properties dialog box 80, 92 (see also Options List) 92 9617 Options menu 61 9617 Property Page toolbar button 66 9617 Toolbar menu item 62 Main window closing 59 components 60 opening 58 startup option 130 Make calls first message 35 Make second call message 35 Making Calls (see Calls, making) 229 Manual Dial menu item 250–251, 253 Manual Dial toolbar
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z deleting 113, 152 editing 151 labeling 150 launching an application with 397 making a call with 235, 253 Memory key dialog box 253 programming in Personal Call Manager 110 telephone network features 358 troubleshooting 415 Menu bar 60–61 Message Waiting 38, 46 Message Waiting message 35, 46 Messages (see Voice Mail) 38 viewing multiple display messages 42 Microsoft 126 Modem, connecting to telephone 387, 390 Moving contacts 207–210 folders 220–224 Mutin
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z saving to memory keys 357 Never Ring 155 Never Ring option 161, 317, 319 New Callers message 36 New Contact toolbar button 63 New Folder toolbar button 63 New menu item 170, 214–215 No number message 44 Number card 17 Number of Tries option, for Automatic Busy Redial 103 Numbers 107 adding dialing pauses and links 175 dashes, in Personal Call Manager 174 default telephone number 179, 244 deleting from Callers List 345 dialing restrictions 106, 378 overr
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z Change callers 83 Check line cord 84 Clear message waiting 83 Don’t disturb 85 Don’t disturb key 85 Enter area codes 84 Fax switch 83 Headset 84 Language choice 82 Live dialpad 82 Overrides 84 Password 86 Prime line 82 Restrictions 84 Ring tone 82 Security numbers 84 Set list mode 83 Time/date 82 Timer key 85 Versions 86 Options key 32 Options List 76, 81 password 87, 107–108 bypassing using backdoor feature 88 summary 82 Outgoing Calls Log copying entr
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z Pager feature Caller ID 104, 306 Enable Pager Notification option 104 Pager Notification options 104 Pager Delay in Seconds option 104 Pager Number option 104 Pager Off Time option 104 Pager On Time option 104 setup enabling 104, 308 entering pager settings 307 for contacts in Quick Dials and memory keys 310 overview and how it works 306 setting the Callers List 337 Pager Notification option 155 Pages, turning or scrolling 400, 402 Password bypassing us
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z the TAPI line used by 74 toolbar buttons 63 uninstalling 391 Phone numbers (see Numbers) 119 Pick ring tone option 82 Power adaptor 9, 425 outage 412 supply 425 Pre-dial mode 239 Preferences 127 Dialing Rule Setting 132 main window at startup 130 Personal Call Manager 127 Search 128 startup synchronization 134 Preferences menu item 129, 131, 133–134 Press Conference message 35 Press line key message 35 Prime line 96 choosing 82, 240 Printing Address Boo
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z toolbar button 66 Quick Dial Manager menu item 331 Quick Dials 169, 433 folder 160 menu item 57 making a call from 249 pager feature 310 synchronizing with Directory 77, 134, 145 Quick Dials menu item 169, 178, 249, 433 R Recommended telephone network services 22 Redial key 31 Redial List 57, 237, 352, 354 copying contacts to Directory 141 deleting 347 making calls from 248, 346 synchronizing 78 Redial List is empty message 36 Redial List menu item 248
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z settings for memory keys 155 settings for Quick Dials 161 troubleshooting 419 Ring tone option 82 Ringer tone 51, 94 turning off using Don’t Disturb 322 volume 50, 94, 412 Ringer is OFF message 36 Ringing icon 57, 69 Rls key (see Release key) 31 S Save key 30 Screening calls 98, 312 Always Ring option 320 Block Private Call option 316 Block Unknown Call option 315 Never Ring option 155, 161, 317, 319 Special Ring 155, 161, 314 Suppress First Ring optio
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z Searching for help topics 404 Second Line 232 Security numbers 383 editing and deleting 385 entering 384 in Personal Call Manager 106 option 84 Set indicator light messages 38 Set Language 96 Set List Mode 83, 96 Set Prime Line 96 Setting date and time 21 Setup installing the 9617 telephone 5 one line-cord 10 Personal Call Manager 123 two line-cords 11 Shortcuts 398 Show Call Log Window menu item 190, 349–350 Show Warning 136 Slow Search 128 Small Icon
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z Status Bar menu item 74 Status icons for calls in task tray or Calls menu 56 for calls in the Calls box 69 Stripping area codes 375–376 Suppress First Ring option 97, 312–313 Switching between calls, using the main window 281 Switching between lines 265 Synchronization at startup 134 between the telephone and computer 76 Quick Dial folder and Directory at startup 145 T Table of Contents (see Bookmarks) 402 TAPI line 24, 61, 74, 123 defined 124, 433 spe
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z getting familiar with 28 indicator light messages 37 key descriptions 30 location of keys and lights 29 numbers (see Numbers) 174 setting features for using the computer 89 setup 80 synchronizing with the computer 76 Telephone lines accessing outside 126 determining your setup 6 one line-cord setup 10 options for 93 two line-cord setup 11 Telephone network services 22 Telephone numbers (see Numbers) 174 Template copy 204–206 Three-call conference call 2
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z You Have a New Call dialog box 278 Toolbar menu item 62 Tools menu 61 Tree View section, of the Address Book 67, 158 Troubleshooting 409 Turning pages 400 the Go Backward button 403 the Go Forward button 403 txt, file extension 192 U Undo menu item 211, 226, 289 Unhold toolbar button 278 Universal Serial Bus 8, 10–11 Unknown callers 414 blocking 315 Unknown Name message 36, 44–45 Unknown number message 36, 44 Up One Level toolbar button 63 USB 8, 10–11
Index A B C D E F G H I K L M N O P Q R S T U V W Y Z adjusting 49 for handset and Handsfree speaker 52 for ringer 50 key 32 muting a Handsfree call 262 ringer 94 W Warranty 9, 422–426 software 429–430 WAV file 180 Wildcard characters, for searching 260 Y You Have a New Call dialog box answering a call using 276 graphics in 184 opening 276 toolbar buttons 278 Z Zooming in or out on the page 405
