Polycom manual Use the CX5500 System as a Conference Phone, Navigate Phone Views

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Use the CX5500 System as a Conference Phone

You can use the CX5500 system as an audio-only conference phone, navigate phone views, and perform tasks using the touchscreen, clean the touchscreen, and configure your device remotely using the Polycom Web Configuration Utility. Note that you can only control audio call features and capabilities using the touchscreen. You cannot control video features and capabilities on the system.

The following sections discuss how to use the CX5500 system as a conference phone:

●Navigate Phone Views

●Understand Phone Icons and Status Indicators

●Navigate Your Phone’s Interface

●Enter Data and Update Fields

●Clean the Touchscreen

●Manage Calls on Your Phone

●Dial into Conference Calls

●Manage Conference Calls

●Manage Contacts and Directories

●Listen to Voicemail

●View Recent Calls

●Control Audio and Volume

●Work with Shared Lines

Navigate Phone Views

Your device has four main views: Home, Calls, Active Call, and Lines. Home view displays the menu options available on the system. Calls and Active Call views display recent call history and active calls on the system. Lines view displays the line keys or favorites configured on the system. You can see all the phone views from the other main views; however, you can see Active Call view only when there is an active call on your phone.

To switch among views:

»Do one of the following:

 To switch to Home view from any view, tap

at the top of the screen.

From Home view, tap on the screen to switch to Lines View.

To switch between Lines view and Calls view, swipe the screen to the right or left.

During an active call, tap to view either Calls, Home, or Lines view. Tap again to view Active Calls view from the other phone views.

Polycom, Inc.

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Contents Polycom CX5500 Unified Conference Station for Microsoft Lync Polycom, Inc Contents Use Advanced Features Change Your Office Hours Change Timeouts Administrative TasksTerms and Writing Conventions About This GuideWho Should Read this Guide? Conventions Used in this GuideIcons Used in this Guide Information ElementsBold Typographic ConventionsGet Help and Support Resources About the Polycom CX5500 Unified Conference Station Get StartedUse the CX5500 System with Microsoft Lync Client How the CX5500 system works during conference calls Use the CX5500 System as a Conference PhonePolycom CX5500 system Understand the CX5500 System HardwareMicrophone Indicator Lights Understand the Indicator LightsActive video indicator lights Basic Video Transmit Connect the CX5500 System to a ComputerHD Transmit Sign in to the CX5500 System with Lync Access the Web Configuration UtilityTo access the Web Configuration Utility for your phone Web Info Information on using the Web Configuration UtilityUser Tip Using strong passwords Troubleshooting I can’t sign-in using my login credentialsBest Practices for Effective Camera Tracking Place a Video Call Use the CX5500 System with Microsoft LyncAnswer a Video Call Hang Up a Call Adjust Audio and VideoUse the CX5500 System as a Conference Phone To switch among viewsNavigate Phone Views Home View Troubleshooting Why can’t I access a certain view?Home view Lines and favorites from Home view Additional home iconsTo display Lines view Lines ViewActive and held calls in Lines view Active Call ViewTo display all your calls To view Active Call viewTo display Calls view Calls ViewDark green Active call Phone icons and status indicators Understand Phone Icons and Status IndicatorsStatus bar in Home and other views Navigating your phone interface Navigate Your Phone’s InterfaceTo change how numbers and text are formatted Enter Data and Update FieldsTo enter a URL or telephone number in the Contact field To use the onscreen keyboard Use the Onscreen KeyboardUsing the onscreen keyboard to enter information Place and End Calls Clean the TouchscreenTo clean the touchscreen Manage Calls on Your PhoneTo place a call from the Dialer User Tip Choosing URLs or numbers mode from the dialerCall from the Dialer To display the dialerTimesaver Automatically dialing favorites To call from the Recent Calls listTo call from your Favorites list To call from your DirectoryHold a Call Manage Active CallsRedial Numbers End CallsTo perform a blind transfer Transfer CallsTo resume a held call To transfer a callTo answer an incoming call from Home or Calls view Manage Incoming CallsAnswer Incoming Calls To answer an incoming callIncoming Call window Answer Additional CallsTo answer another incoming call To answer another incoming call from Home viewAnswer Calls Automatically Answer Calls on a Shared LineForward Incoming Calls Redirect CallsIgnore Incoming Calls Reject Incoming CallsTo forward all calls a contact Forward Calls to a ContactDivert Calls from a Contact To disable call forwardingCall-forwarding enabled icon in Lines view Reject Calls from a ContactTap Auto Divert, and tap Enabled Enable Do Not DisturbFrom the Do Not Disturb screen, tap Enable or Disable Enable Do Not Disturb on Multiple LinesTo enable and disable Do Not Disturb To enable or disable Do Not Disturb for a particular lineCalls on two lines in Lines view Manage Multiple CallsCalls on separate lines in Calls view User Tip Best practices for conference calls Dial in to Conference CallsManage Conference Calls To dial in to a conference callTap Confrnc To initiate a conference call using the Confrnc soft keyInitiate Conference Calls Hold and Resume Conference CallsSplit Conference Calls into Two Held Calls End Conference CallsManage Conference Call Participants To manage a participant in a conference call Timesaver How to manage a participant without tapping manageContact Directory Manage Contacts and DirectoriesUse Your Contact Directory To view your Contact Directory from Home viewTo add a contact To view contact informationTo search for a contact To dial a contactTo delete a contact To update a contact’s informationTo make a contact a favorite Manage FavoritesAdd Contacts from Recent Calls list To add recent callers to your Contact DirectoryFavorites in Lines view Favorites listFavorites in Home view Work with a Corporate Directory To add a contact to your Contact Directory To perform a quick search of the Corporate DirectoryTo perform an advanced search Tap AdvFind To dial a Corporate Directory contactTap Message Center To remove message indicators temporarilyListen to Voicemail To listen to voicemail messagesView Recent Calls Timesaver Quickly access the Recent Calls listTo view your Recent Calls list To remove certain calls from the list Control Audio and VolumeTo manage a call record To customize the listEdit Contact screen, tap Ring Type Change the Speaker and Ringer VolumeUpdate the Incoming Call Ringtone Update a Contact’s RingtoneMute the Microphone Work with Shared LinesIcons and status indicators for shared lines Update Your Status Use Advanced FeaturesUse the Contact List Manage Your Contact List To update your presence settingTo view your Contact List View Lync Contacts’ Presence StatusLync Status and Presence Icons To view contacts in Home view To view your contacts in Lines viewSend and Receive Pages Broadcast Messages Using Group PagingGroup Paging Mode Integrate with Microsoft Lync ServerTo send a Receive PagesChange the Default Paging Group Adjust the Volume of PagesUse the Calendar Update Paging Group SubscriptionsEnable Pages to Play during Active Calls To hear the page when Accept While Busy is disabledOpen and Close the Calendar Troubleshooting Why doesn’t the calendar display anymore?To open the calendar To close the Calendar Troubleshooting Why doesn’t the calendar display?Navigate Month View Navigate Day ViewTo navigate in Day view Navigate Meeting ViewTo see Meeting view Work with Meeting Reminders Troubleshooting Why don’t my meeting reminders display?To navigate in Meeting view To join a meeting from Meeting view Join Meetings from the CalendarTo join a meeting from a meeting reminder To use another number to join the meeting from a reminderLog In and Out of a Phone Log in to a PhonePlace Calls from Phones That Are in the Logged-Out State Change Your PasswordLock and Unlock Your Phone Change Your User PasswordFrom the Advanced screen, tap Change User Password Lock the PhoneTo call an authorized number from a locked phone Access Features with Your Login CredentialsCall and Answer from a Locked Phone To unlock your phone Tap UnlockCustomize the Phone’s Display Troubleshooting What happens if I can’t access features?Change the Language on Your Phone Change the Backlight Change the Time and Date DisplayFrom the Backlight Intensity screen, tap Maximum Intensity Change the Background PictureWeb Info Adding a web page as the background on your phone Use Power-Saving ModeUser Tip Determining which idle timeout applies Change TimeoutsChange Your Office Hours Polycom, Inc Investigate Phone Warnings Administrative TasksRestart the Phone Test Phone Hardware Update Phone ConfigurationTest the Speaker, Microphones, and Camera Troubleshoot IssuesDownload Logs Polycom and Partner Resources Get HelpPolycom Community Governing Law Copyright, Safety, and Regulatory NoticesService Agreements Polycom Limited Warranty and Limitation LiabilityPart 15 FCC Rules Warranty ExclusiveSafety, Compliance, and Disposal Information ExclusionsEurope Singapore Class B Digital Device or PeripheralPlug Acts as Disconnect Device Industry Canada ICClass B Statements