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Polycom CX5500 manual Use Advanced Features, Use the Contact List, Update Your Status

Models: CX5500

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Use Advanced Features

Now that you have mastered the basics of your phone, you are ready to learn about all the other interesting and powerful features that your phone has to offer. The following sections describe advanced features available for your phone, such as joining Microsoft Outlook meetings or viewing Lync contacts on your phone.

This section includes the following topics:

●Use the Contact List

●Integrate with Microsoft Lync Server

●Broadcast Messages Using Group Paging

●Use the Calendar

●Log in to a Phones

●Lock the Phone

●Customize the Phone’s Display

●Use Power-Saving Mode

Note that your phone might not support all of the features described in this section. Check with your system administrator to find out which features are available on your phone.

Use the Contact List

When you set your contacts as favorite in Lync 2013 or pin frequent contacts in Lync 2010, you can view a list of Lync contacts and their presence status on your CX5500 system. When a contact updates their presence status, such as “Available,” “Do Not Disturb,” or “Busy,” you can view their status in real time from your Contact list. You can also view your contacts’ presence status from Lines view and Home view.

The following topics are included in this section:

●Update Your Status

●Manage Your Contact List

●View Lync Contacts’ Presence Status

Update Your Status

When you update your status on your phone, other contacts can view your updated status from their phones and in the Lync client.

You can update your status to one of the following:

●Available

●Busy

●Be right back

●Away

●Do not disturb

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Polycom CX5500 manual Use Advanced Features, Use the Contact List, Update Your Status, Use Power-Saving Mode

Contents

Software 1.1.0 May 2014 3725-67893-001 Rev A Polycom CX5500 Unified Conference Station for Microsoft LyncUSER GUIDE 6001 America Center Drive San Jose, CA 95002 USA About This Guide ContentsGet Started Use the CX5500 System with Microsoft LyncUse Advanced Features Troubleshoot Issues Administrative TasksCopyright, Safety, and Regulatory Notices Get HelpWho Should Read this Guide? About This GuideConventions Used in this Guide Terms and Writing ConventionsInformation Elements Courier Typographic ConventionsTypographic Conventions BoldGet 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 PhoneUnderstand the CX5500 System Hardware Microphone Indicator Lights Understand the Indicator LightsActive video indicator lights Minimum hardware and software requirements for the connected computer Connect the CX5500 System to a ComputerCategoryRequirements Basic Video TransmitSign in to the CX5500 System with Lync Access the Web Configuration UtilityTo access the Web Configuration Utility for your phone To find your phone’s IP addressTo sign out of Lync on your phone Best Practices for Effective Camera TrackingPlace a Video Call Use the CX5500 System with Microsoft LyncAnswer a Video Call To place a video callHang Up a Call Adjust Audio and VideoTo adjust the volume To hang up a callNavigate Phone Views Use the CX5500 System as a Conference PhoneNavigate Phone Views Understand Phone Icons and Status Indicators Navigate Your Phone’s Interface Enter Data and Update FieldsHome View Home view displays the following icons To display additional phone lines and favorites in Home view Lines ViewTo display Lines view To display all your calls Active Call ViewTo view Active Call view To 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 Keyboard4 When you finish entering information, tap 5 Tap Save Manage Calls on Your Phone Clean the TouchscreenPlace and End Calls To clean the touchscreenTo display the dialer Call from the DialerTo place a call from the Dialer To call from the Recent Calls list Place Calls from Favorites, Recent Call Lists, and DirectoriesTo call from your Favorites list To call from your DirectoryRedial Numbers Manage Active CallsEnd Calls Hold a CallTo resume a held call Transfer CallsTo transfer a call To perform a blind transferAnswer Incoming Calls Manage Incoming CallsTo answer an incoming call To answer an incoming call from Home or Calls viewTo answer another incoming call Answer Additional CallsTo answer another incoming call from Home view Answer Calls Automatically Answer Calls on a Shared LineTo enable your phone to answer calls automatically 1 From Home view, tap Settings Basic Preferences Auto AnswerIgnore Incoming Calls Redirect CallsReject Incoming Calls Forward Incoming CallsTo forward all calls a contact Forward Calls to a ContactDivert Calls from a Contact Reject Calls from a ContactTo disable call forwarding 4. From the Edit Contact screen, tap Auto Reject and tap Enabled5 Tap Auto Divert, and tap Enabled Enable Do Not DisturbTo enable and disable Do Not Disturb Enable Do Not Disturb on Multiple LinesTo enable or disable Do Not Disturb for a particular line 3. From the Do Not Disturb screen, tap Enable or DisableCalls on two lines in Lines view Manage Multiple CallsCalls on separate lines in Calls view Manage Conference Calls Dial in to Conference CallsTo dial in to a conference call Hold and Resume Conference Calls Initiate Conference CallsTo initiate a conference call using the Confrnc soft key To set up a conference call from an active call and a held callSplit Conference Calls into Two Held Calls End Conference CallsManage Conference Call Participants To place a conference call on holdTo manage a participant in a conference call Use Your Contact Directory Manage Contacts and DirectoriesTo view your Contact Directory from Home view  Tap Directories Contact Directory  Tap New Call DirectoryTo search for a contact To view contact informationTo dial a contact To add a contactNote Directory fields are administrator-set To update a contact’s informationTo delete a contact Add Contacts from Recent Calls list Manage FavoritesTo add recent callers to your Contact Directory To make a contact a favoriteFavorites also display from Home view, as displayed next To see your Favorites list Work with a Corporate DirectoryTo see your favorites from Home view To see your favorites in Lines view» From Home view, tap Directories Corporate Directory To view the Corporate DirectoryTo perform a quick search of the Corporate Directory To perform an advanced search 1 Tap AdvFindTo remove message indicators temporarily Listen to VoicemailTo listen to voicemail messages 2 Tap Message CenterTo view your Recent Calls list View Recent CallsTo manage a call record Control Audio and VolumeTo customize the list To remove certain calls from the listUpdate the Incoming Call Ringtone Change the Speaker and Ringer VolumeUpdate a Contact’s Ringtone To select an incoming call ringtone for your phone or a lineMute the Microphone Work with Shared LinesTo mute the microphone Note Unsupported features on shared lines Icons and status indicators for shared linesCall Forwarding is not available on shared lines Update Your Status Use Advanced FeaturesUse the Contact List Broadcast Messages Using Group Paging Use the CalendarTo update your presence setting Manage Your Contact List1 Select Contacts or tap Settings Features Presence Contacts To add contacts to your Contact listTo view your Contact List View Lync Contacts’ Presence StatusTo view contacts in Home view To view your contacts in Lines viewGroup Paging Mode Broadcast Messages Using Group PagingIntegrate with Microsoft Lync Server Send and Receive PagesTo send a page Receive PagesChange the Default Paging Group Adjust the Volume of PagesReceive Pages When Not in an Active Call Receive Pages during Active CallsEnable Pages to Play during Active Calls Update Paging Group SubscriptionsUse the Calendar To update your Paging Group subscriptionsFeatures with Your Login Credentials Open and Close the Calendarcredentials, see Access Features with Your Login Credentials Troubleshooting Why doesn’t the calendar display anymore?Navigate Day View Navigate Month ViewTo close the Calendar To navigate in Month viewTo navigate in Day view Navigate Meeting ViewTo see Meeting view To enable or disable meeting reminders Work with Meeting Reminders1 From Home view, tap Settings Basic Preferences Calendar Settings To navigate in Meeting viewTo join a meeting from a meeting reminder Join Meetings from the CalendarTo use another number to join the meeting from a reminder To join a meeting from Meeting viewLog In and Out of a Phone Log in to a PhonePlace Calls from Phones That Are in the Logged-Out State Change Your Password From Home view, tap Settings Features User Login Log in To change your user passwordLock the Phone Change Your User PasswordLock and Unlock Your Phone To change your user passwordCall and Answer from a Locked Phone Access Features with Your Login CredentialsTo unlock your phone 1 Tap Unlock To call an authorized number from a locked phoneChange the Language on Your Phone Customize the Phone’s DisplayTo re-submit or enter your login credentials 1 From Home view, tap Settings Basic Login CredentialsChange the Backlight Change the Time and Date DisplayTo update the time and date display 1 From Home view, tap Settings Basic Set Date/Time1 From Home view, tap Settings Basic Backlight Intensity Change the Background PictureTo change the Backlight Timeout 1 From Home view, tap Settings Basic Backlight TimeoutTo change the background picture using the Web Configuration Utility Use Power-Saving Mode2 Select Preferences Background 3 Click Add a new background image to upload a pictureChange Your Office Hours Change TimeoutsTo change timeouts 1 From Home view, tap Settings Basic Power Saving Timeouts5 Tap Save Investigate Phone Warnings Administrative TasksRestart the Phone To view a detailed list of phone issuesTest Phone Hardware Update Phone ConfigurationTo update your phone’s configuration 1 From Home view, tap Settings Basic Update ConfigurationTest the Speaker, Microphones, and Camera Troubleshoot IssuesDownload Logs To test the speaker and microphonesPolycom and Partner Resources Get HelpTechnical Notifications support pages The Polycom Community Service Agreements Copyright, Safety, and Regulatory NoticesPolycom Limited Warranty and Limitation Liability Governing LawSafety, Compliance, and Disposal Information Warranty ExclusiveExclusions Part 15 FCC RulesPlug Acts as Disconnect Device Class B Digital Device or PeripheralIndustry Canada IC EuropeJapan Class B Statements