AT&T MERLIN COMMUNICATIONS SYSTEM User's Guide: Models 1030 and 3070 with Feature Module 4
Table of Contents Available Features 2 Key to Symbols 3 Placing Calls Outside Calls Button Access and Dial Access to Line Pools Automatic Route Selection Line Request Intercom Calls Ringing Intercom Calls Announced Intercom Calls 4 4 5 6 7 8 8 9 Answering Calls 10 Fixed Features Hold Transfer Transfer with Voice Announcement Conference Drop Speaker On-Hook Dialing Monitor-on-Hold Group Listening Message Recall 11 11 12 12 13 14 15 15 16 16 17 17 Custom Features Basic Programming Instructions Outsi
Available Features Tailor your voice terminal to meet your individual needs by programming available buttons with custom features. Use line buttons to call people who aren’t connected to your MERLIN system. Touch Intercom-Ring or Intercom-Voice to use the MERLIN system Intercom feature. Use Conference, Drop, Transfer, and Hold for efficient call-handling. Test your voice terminal and program its features by sliding the T/P switch to T (Test) or P (Program).
Key to Symbols The following symbols are used throughout this guide to illustrate the steps for using your MERLIN system voice terminal. After you are familiar with the steps, use the symbols to remind you how to perform each procedure. 555-1234 Lift your handset. Transfer Don’t lift your handset. Touch a button. (The symbols for buttons are shaded and labeled to look like the buttons on your voice terminal.) Slide the T/P switch to the P position. Dial a number.
Placing Calls With your MERLIN™ system, you can place two types of calls: outside calls and intercom calls. OUTSIDE CALLS To call someone who is not connected to your MERLIN system: ● Lift your handset. The MERLIN system automatically selects an available outside line. ● + outside number Dial the number. NOTE: When the red light is on next to a line button, it means you are using that line or will get that line if you lift your handset.
Button Access and Dial Access to Line Pools Your MERLIN system may be “pooled,” meaning some or all of your outside telephone lines are grouped into one or more pools (for example, a pool of local lines, a pool of WATS lines, and a pool of Foreign Exchange lines).
To make an outside call with Dial Access to Line Pools: ● ● ● ● Touch a Pool Access button. Lift your handset. When you hear a dial tone, dial a code for the line pool you want. When you hear another dial tone, dial the telephone number you want. Pool Access + + + line pool code outside number NOTE: Ask your system administrator if your system has Automatic Route Selection (ARS). If it does, follow the procedure for making outside calls in the next section, “Automatic Route Selection.
To place an outside call using ARS: ● Touch a Pool Access button. This signals ARS to expect an outside call. ● ● Lift your handset. Dial the outside telephone number you want. You hear beeps instead of Touch-Tones or rotary clicks as you dial. ● Wait a few moments. If you hear a faster busy signal than normal: ● Pool Access + Touch the same Pool Access button you used to begin your call.
INTERCOM CALLS Each voice terminal connected to your MERLIN system has a unique 2-digit intercom number. You dial intercom numbers to place either ringing or announced intercom calls to people connected to your MERLIN system. Ringing Intercom Calls Place ringing intercom calls when you want to have a two-way conversation with people connected to your MERLIN system. Your calls ring at their voice terminals, and your co-workers lift their handsets to hear you and to talk with you.
Announced Intercom Calls When you place an announced intercom call, your co-worker hears your voice through the voice terminal speaker. If your coworker wants to respond to your announcement, he or she speaks through the handset to talk with you. Your voice announcements do not interrupt your co-workers’ outside calls, so if you need to, you can make an announcement to someone who is busy on another line. To announce your call through another person’s voice terminal speaker: ● ● ● ● Touch Intercom-Voice.
Answering Calls To answer a call: ● Lift your handset. You are automatically connected to the incoming call. You can tell what kind of call you’re receiving by the way your voice terminal rings. Intercom = two short and one long ring Outside = one long ring Transferred = one short and one long ring You may personalize these rings to distinguish the ringing of your voice terminal from that of others in your office (see “Personalized Ringing,” page 45).
Fixed Features Fixed features are the features assigned to the permanently labeled buttons on your voice terminal. HOLD To put a call on hold: Hold Pause ● Touch Hold. When you put a call on hold, the green light next to the call’s line button flashes rapidly. If someone else puts a call on hold from another voice terminal, the green light flashes slowly next to the call’s line button on your voice terminal. To take a call off hold: ● Touch the held call’s button.
TRANSFER To transfer an outside call from your voice terminal to another MERLIN system voice terminal: ● ● ● Touch Transfer. Dial the other voice terminal’s intercom number. Hang up. Transfer + + intercom number If the call is not answered within a few rings, it rings at your voice terminal again. Transfer with Voice Announcement To announce a transferred call: ● ● ● ● ● Touch Transfer. Touch Intercom-Voice. Dial the intercom number of the voice terminal to which you want to transfer the call.
CONFERENCE You can place a call that includes up to two people outside your MERLIN system, two people inside, and you. To set up a conference call when you already have one of the participants on the line: ● ● ● ● Touch Conference. Touch a line button (or Intercom-Ring, or Intercom-Voice). Dial an outside number (or an intercom number). When the other person answers, announce the conference call.
Drop To disconnect a busy or unanswered line when you’re trying to set up a conference call, or to disconnect one person at a time from a conference call: ● ● Touch Drop. Touch the button of the line to disconnect. Drop Stop + 555-1234 If you’re setting up a conference call, remember to touch Conference again before trying to add another call to the conference. NOTE: You must use the Drop feature when you want to disconnect one person from a conference call.
SPEAKER You can use your voice terminal’s speaker to monitor a call as you dial it, to monitor a call on hold, and to let a group listen to your conversation. On-Hook Dialing Instead of using your handset to listen while you place a call, you can use your voice terminal’s built-in speaker. ● Touch Speaker. Speaker The green light next to Speaker goes on, and you hear a dial tone throught your voice terminal’s speaker. ● ● ● + outside number Dial the number.
Monitor-on-Hold When you’ve been put on hold, you can hang up and continue working while you wait for the person to return to the call: ● ● ● Touch Speaker. Hang up. When you hear the other person return to the call, lift your handset. Group Listening To let others in the room hear your telephone conversation: ● Speaker + + Speaker Without hanging up your handset, touch Speaker.
MESSAGE Your MERLIN system attendant can let you know that a message is waiting for you by turning on the light next to Message. If you have a 5-button voice terminal, you do not have a Message button. However, you can program a button to act as a Message button (see “Basic Programming Instructions,” page 19, and the Feature Programming Chart on page 56). To turn off the message light: ● Touch Message. RECALL To disconnect a call without hanging up your handset: ● Message Recall Touch Recall.
Custom Features Custom features are features that you select and program for your voice terminal. The basic programming instructions below describe the procedure you follow to program features on your voice terminal. You can program most custom features on the available buttons on your voice terminal; however, if you have a limited number of feature buttons available, you can dial special codes to use many of the custom features.
BASIC PROGRAMMING INSTRUCTIONS Using the following simple procedure, you can assign and reassign custom features to any buttons that are not already assigned outside lines, intercom lines, or fixed features. ● Label the button(s) you want to program. ● Slide the T/P (Test/Program) switch on the left side of the voice terminal toward you to the P (Program) position. The voice terminal rings every 5 seconds to remind you that you are programming and that you cannot place or receive calls.
OUTSIDE AUTO DIAL Use the Outside Auto Dial feature for one-touch dialing of frequently used telephone numbers, account numbers, or PBX, Centrex, or Custom Calling feature codes. You can include up to 16 numbers and special characters in an Auto Dial sequence.
Pause. To program a pause (1.5 seconds) into a dialing sequence (for example, between a pool access code and an outside telephone number): ● Pause Touch Hold (Pause). Stop. To program a stop into a dialing sequence (for example, to program a stop between an alternate long distance telephone number and your access code): ● Hold Touch Drop (Stop). Drop Stop To resume the dialing sequence after the stop, touch the Auto Dial button or dial the Speed Dial code again. Touch-Tone Enable.
AUTO INTERCOM Use the Auto Intercom feature for one-touch dialing of intercom numbers. If you program this feature on a button with lights, the green light next to the button goes on when the person at that intercom uses his or her voice terminal or uses the Do Not Disturb feature. You can use an Auto Intercom button whenever you would usually dial an intercom number.
Announced Intercom Calls To place an announced intercom call: ● ● If the red light next to it is not already on, touch Intercom-Voice. Touch the Auto Intercom button for the intercom number you want to dial. Intercom Voice + John + John + Your speaker goes on, and you hear a beep. ● Lift your handset and begin speaking.
PERSONAL SPEED DIAL (5- and 10-button voice terminals only) When you don’t have many buttons available to program for Outside Auto Dial, you can use the programming instructions below to assign a 3-character Personal Speed Dial code (#01 through #22) to each telephone number, account number, or PBX, Centrex, or Custom Calling code you frequently dial. You can assign a sequence containing up to 16 numbers and special characters to a Personal Speed Dial code.
SYSTEM SPEED DIAL System Speed Dial is similar to Personal Speed Dial in that 3-character codes (#60 through #99) represent frequently dialed telephone numbers. However, you do not assign the codes to telephone numbers; your system administrator is the only one who can assign a System Speed Dial code to a telephone number, and everyone connected to your MERLIN system can use those System Speed Dial codes. To place a call using a System Speed Dial code: ● ● Lift your handset.
SAVED NUMBER REDIAL Use the Saved Number Redial feature to save a number for quick redialing later. (The number cannot contain a pause, a stop, a Touch-Tone enable, or a switchhook flash.) If you have a 34-button voice terminal, use the instructions below to program a button with the Saved Number Redial feature. If you have a 5- or 10-button voice terminal, there’s no need for any special programming.
Using a Dial Code (5- and 10-button voice terminals only) When you dial a number you want to save for later redialing: ● Before hanging up, dial #23. #23 To redial the number you saved: ● ● Lift your handset. Dial #23. + #23 LAST NUMBER REDIAL Use the Last Number Redial feature to redial the number you dialed most recently. (The number cannot contain a pause, a stop, a Touch-Tone enable, or a switchhook flash.
MANUAL SIGNALING Use the Manual Signaling feature to generate a beep at a coworker’s voice terminal. Assign a Manual Signaling button to each person you want to signal. To program: T/P to P ● Touch the button ● Dial * 6 + an intercom number ● T/P to center ● To signal a co-worker: ● Without lifting your handset, touch a Manual Signaling button. + Signal Mary You can also touch a Manual Signaling button to signal someone while you have an outside call in progress.
LOUDSPEAKER PAGE If you have a loudspeaker paging system, you can make announcements using your voice terminal. Your system may have as many as three paging zones; you can choose to make an announcement to one or all of the zones. If you have available feature buttons, you can use the instructions below to program a button for each loudspeaker paging zone. However, it isn’t necessary to program a button for loudspeaker paging. You may dial a code instead.
Using a Dial Code To page a zone using a dial code: ● ● ● ● Touch Intercom-Voice or Intercom-Ring. Lift your handset. Dial one of the following codes: 80 for all zones 81 zone 1 82 zone 2 83 zone 3 When you hear a beep, speak into your handset. Intercom Voice + + loudspeaker page code When you hang up, you turn off the loudspeaker.
GROUP PAGE Use the Group Page feature to make announcements through the speakers in groups of 10 voice terminals specified by your system administrator. Your system can have as many as seven groups. You can use the instructions below to program buttons for the groups you want to page. Or, you can save your feature buttons for other uses and dial a code to use the Group Page feature.
Using a Dial Code To page a group using a dial code: Touch Intercom-Voice or Intercom-Ring. ● Lift your handset. ● Dial the code for the group you want to page. 841 for group 1 842 group 2 843 group 3 844 group 4 group 5 845 846 group 6 847 group 7 ● When you hear a beep, speak into your handset.
AUTO ANSWER-INTERCOM If you have an optional Hands-Free Unit connected to your voice terminal, program an Auto Answer-Intercom button so you can set your Hands-Free Unit to go on automatically when you receive ringing intercom calls. Program this feature on a button with lights. To program: ● ● T/P to P ● Touch a button ● Dial * 70 T/P to center To have intercom calls answered automatically: ● Touch Auto Answer-Intercom. The green light next to the button goes on.
CALL COVERAGE Use the Call Coverage feature to receive calls directed to another voice terminal. Follow the instructions below to program a Cover button for each person you want to cover (you can have up to six Cover buttons). Program this feature on buttons with lights.
Coverage Inhibit With a Coverage Inhibit button, you can temporarily turnoff the Call Coverage feature so your calls don’t ring at another voice terminal. Program this feature on a button with lights. To program: ● ● T/P to P ● Touch the button ● Dial * 77 T/P to center To stop Call Coverage: ● Touch Coverage Inhibit. The green light next to the button goes on. Coverage Inhibit To restore Call Coverage: ● Touch Coverage Inhibit again. The green light next to the button goes off.
DO NOT DISTURB If you don’t want to be interrupted as you work, use the Do Not Disturb feature to prevent calls from ringing at your voice terminal. Program this feature on a button with lights. To program: ● ● T/P to P ● Touch the button ● Dial * 71 T/P to center To prevent calls from ringing at your voice terminal: ● Touch Do Not Disturb. Do Not Disturb The green light next to the button goes on.
PRIVACY If you share an outside line with other people connected to your MERLIN system, you can use the Privacy feature to prevent others from accidentally joining your telephone conversations. Program this feature on a button with lights. To program: ● ● T/P to P ● Touch the button ● Dial * 72 T/P to center To prevent others from joining your calls: ● Before placing or receiving a private call, touch Privacy. Privacy The green light next to the button goes on.
TOUCH-TONE ENABLE (Only for systems with rotary lines) If you have telephone lines that carry rotary signals, you can use the Touch-Tone Enable feature to switch to Touch-Tone signals midway through a dialing sequence. This lets you take advantage of bank-by-phone, credit card authorization, and alternate long distance services. To program: ● ● T/P to P ● Touch the button ● Dial * 76 T/P to center To switch from rotary pulse to Touch-Tone signals as you dial a number: ● ● ● ● Lift your handset.
ACCOUNT NUMBER ENTRY (For use only with the SMDR feature) With an Account Number button, you can enter an account number that identifies who should be billed for the call. Program this feature on a button with lights. To program: ● ● T/P to P ● Touch a button ● Dial * 82 T/P to center To enter an account code: ● Touch Account Number while you have a call in progress. The green light next to the button flashes. ● ● Dial the account code. Touch Account Number again.
CALL PARK Use the Call Park feature to put a call on hold for someone to pick up from any voice terminal in your MERLIN system. You can use the instructions below to program a Call Park button on your voice terminal. Or, you can save a feature button for another use, and dial a code to park a call. If you have a loudspeaker paging system, you can use it to announce the call. If no one answers a parked call, your voice terminal rings to remind you the call is still parked.
CALL PICKUP Use the Call Pickup feature to answer a call that is ringing, parked, or on hold at another MERLIN system voice terminal. You can use the instructions below to program a button for Call Pickup, or, if you want to save a feature button for another use, you can use a dial code to pick up a call. To program: T/P to P ● Touch a button ● T/P to center ● ● Dial * 85 Intercom Ring + Call Pickup + To pick up a call using a Call Pickup button: Touch Intercom-Ring or Intercom-Voice.
LINE PICKUP Use this feature to pick up a specific line that is ringing, parked, or on hold at another voice terminal. This feature offers three options: ● ● ● Program one Line Pickup button and use it with 2-digit line codes to pick up lines. Program individual buttons to pick up specific lines. Use a dial code and a 2-digit line code to pick up a line. If you do not have a list of 2-digit line codes for your outside lines, ask your system administrator for one.
Using Buttons Programmed to Pick Up Specific Lines To program: T/P to P ● Touch the button ● Dial * 84 + the 2-digit line code for the line ● T/P to center ● To pick up a line using this option: ● ● Touch the button for the line you want to pick up. Lift your handset. Pickup 555-1234 + Using a Dial Code To pick up a line using a dial code: ● ● ● ● Touch Intercom-Ring or Intercom-Voice Lift your handset. Dial * 8. Dial the 2-digit line code for the line you want to pick up.
Ringing and Line Selection Options RINGING OPTIONS Programmable Line Ringing You can determine whether calls coming in through a line pool, your individual line, or a line you’re covering ring immediately, ring after a delay, or do not ring at all. NOTE: This does not affect intercom calls or calls transferred to you. If you share lines with someone, use this feature to cover outside calls for one another.
If your voice terminal has Pool Access buttons, calls coming in on the pooled lines do not ring at your voice terminal unless you change the setting for your Pool Access buttons. To program line ringing: ● ● ● Slide the T/P switch to the P position. Touch the line button successively until the red light indicates the type of ringing you want. Red light on = immediate ring Red light flashing = delayed ring Red light off = no ring Slide the T/P switch to the center position.
To program Personalized Ringing: ● Slide the T/P switch to the P position. You hear the ringing sound that your voice terminal makes when you receive an outside call. ● Touch Speaker. The ringing sound changes. ● ● Speaker + Speaker + + Touch Speaker repeatedly until you hear a ringing sound you like. Slide the T/P switch to the center position. Voice Announcement Disable Ordinarily, people can announce calls through your voice terminal speaker.
AUTOMATIC LINE SELECTlON This feature controls the order in which the system selects outside lines when you lift your handset to place a call. You can, for instance, program the line you use most often to be the first line in the Automatic Line Selection sequence, and a line you use less often to be the next line the system selects. Then, when you lift your handset, the system automatically selects the line you usually use, if that line is not busy.
Simultaneous Voice and Data Calls If you have a General Purpose Adapter and a modem connected to your voice terminal, you can use the Simultaneous Voice and Data Calls feature. You may be speaking with someone on the telephone and wish to obtain some data from a computer to support your conversation. Or you may want to make a voice call while you are sending data to someone outside your business. With Simultaneous Voice and Data Calls, you can make voice calls and data calls at the same time.
To make a data call: ● ● ● Touch Speaker. Dial the outside telephone number or intercom number for your host computer. When the computer returns the carrier signal, turn on your modem. Speaker outside number The green light next to the line or intercom button you used to call the computer begins to flash and continues to flash until you end the data call. ● + Log on from your terminal keyboard. To end a data call: ● ● Log off from your terminal keyboard. Turn off your modem.
Using PBX, Centrex, or Custom Calling Features If you have PBX, Centrex, or Custom Calling features, use them exactly as their instructions describe with one important exception: Any non-MERLIN system feature code that begins with a “#” must be preceded by another “#”. For example, if PBX, Centrex, or Custom Calling instructions tell you to dial #1234 you must dial ##1234 to use the feature with your MERLIN system.
Optional Equipment HANDS-FREE UNIT The Hands-Free Unit is a high-quality speakerphone that allows you to use your voice terminal without lifting your handset. NOTE: Any custom feature that ordinarily activates your voice terminal’s speaker activates your Hands-Free Unit. Placing Calls To place outside calls using your Hands-Free Unit: ● ● ● ● Touch Speakerphone On/Off on the Hands-Free Unit. Dial a number, or touch an Outside Auto Dial button.
Answering Calls To answer a call with your Hands-Free Unit: ● Touch Speakerphone On/Off, and begin speaking. To temporarily remove yourself from a conversation to consult with someone else in your room: ● Touch Microphone On/Off. The green light next to the button goes off. ● To participate in the conversation again, touch Microphone On/Off again. The green light next to the button goes on. If you lift your handset during a call, you turn off the Hands-Free Unit.
Index Account Number Entry, 39, 56 SMDR, 39 Answering Calls, 10, 52 Answering Machine, 52 And General Purpose Adapter, 52 Assigning Custom Features to Buttons, 19 Auto Answer-All, 32 Auto Answer-Intercom, 33 Auto Intercom, 22 Automatic Line Selection, 47 Automatic Route Selection (ARS), 6 Call Coverage, 34, 44 Call Forwarding, 35 Call Park, 10, 56 Call Pickup, 41, 56 Conference, 2, 13 - 14 Drop with Conference, 14 Hold with Conference, 13 Rejoining a Conference Call, 13 Coverage Inhibit, 35, 56 Custom Featu
Feature Programming Chart Use the chart below as a quick reference when you want to program features onto your voice terminal. Feature Name (Suggested Button Label) Programming Code Notes QUICK DIALING FEATURES Outside Auto Dial (name or location) Dial * 90 + an outside number, an account number, or a PBX, Centrex, or Custom Calling feature code. See page 20. Auto Intercom (name or location) Dial * 91 + a MERLIN system intercom number. A button with lights is recommended but not required.
Feature Programming Chart (continued) Feature Name (Suggested Button Label) Notes Programming Code PAGING FEATURES Loudspeaker Page (Page 1) Dial * 91 + one of the following codes: 80 for all zones 81 zone 1 82 zone 2 83 zone 3 Used only with loudspeaker paging equipment. See page 29. Group Page (Grp. Page 1) Dial * 91 + one of the following codes: 841 for group 1 group 2 842 843 group 3 844 group 4 group 5 845 846 group 6 847 group 7 See page 31. Auto Answer-All (Auto Answer-All) Dial * 75.
Feature Programming Chart (continued) Feature Name (Suggested Button label) Programming Code Notes CALL COVERAGE FEATURES Call Coverage (Cover “name”) Dial * 4 + the intercom number of the person you want to cover. Requires a button with lights. See page 34. Coverage Inhibit (Coverage Inhibit) Dial * 77. Requires a button with lights. See page 35. Privacy (Privacy) Dial * 72. Requires a button with lights. See page 37. Do Not Disturb (Do Not Disturb) Dial * 71. Requires a button with lights.
Fixed Features FEATURES HOW TO USE INTERCOM CALLS Intercom-Ring Calls 1. Touch Intercom-Ring. 2. Lift your handset. 3. Dial the 2-digit intercom number. Intercom-Voice Calls 1. Touch Intercom-Voice. 2. Lift your handset. 3. Dial the 2-digit number. 4. When you hear a beep, talk into your handset. OUTSIDE CALLS Outside Calls (Regular) 1. Touch the line button you want if the red light next to the button is not lit. 2. Lift your handset. 3. Dial the number.
Programmable Features FEATURES HOW TO PROGRAM Slide T/P to P, touch button, then dial this code: QUICK DIALING Outside Auto Dial Auto Intercom Personal Speed Dial * 90 + an outside number, an account number, or a PBX/Centrex feature code * 91 + a MERLIN system intercom number (best on a button with lights) A Personal Speed Dial code (#01 through #22) + * 90 + desired number (does not use a button) System Speed Dial * 95 + System Speed Dial code Saved Number Redial * 74 Last Number Redial * 73 Manu
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