Inter Tel PDAs Smartphones 8601 User Manual

Model 8601  
SoftPhone for Pocket PC  
User Guide  
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Notice  
®
This Inter-Tel user guide is released by Inter-Tel, Inc. as a guide for end-users. It pro-  
vides information necessary to use the Model 8601 SoftPhone for Pocket PC endpoint.  
The contents of this user guide, which reflect current Inter-Tel standards, are subject to  
revision or change without notice. Some features or applications mentioned may require a  
future release and are not available in the initial release. Future product features and  
applications are subject to availability and cost. Some features or applications may  
require additional hardware and/or specific software.  
Some system features can only be accessed by an  
administrator. For information about these features, see the Fre-  
quently Asked Questions on page 54.  
For sales, service, or technical support,  
contact your local authorized Inter-Tel reseller.  
Comments about this user guide or other  
technical documentation should be directed to  
Inter-Tel’s Technical Publications Department at:  
All products and services mentioned in this publication are the trademarks, service marks,  
registered marks, or registered service marks of their respective owners.  
®
®
Inter-Tel and Enterprise Messaging are registered trademarks of Inter-Tel, Incorpo-  
rated.  
®
®
Microsoft and Outlook are registered trademarks of Microsoft Corporation.  
®
®
HP and Compaq are registered trademarks of Hewlett-Packard Development Com-  
pany.  
®
Toshiba is a registered trademark of the Toshiba Corporation.  
Dell Axim™ is a trademark of Dell Computer Corporation.  
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CONTENTS  
Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1  
Software Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2  
Selecting Ring Tones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21  
Speed Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21  
Listening to Message(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21  
Accessing Your Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22  
Disabling and Enabling ASR. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23  
Accessing Voice Mail Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24  
Recovering Deleted Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26  
©Inter-Tel, Inc. April 2005 printed in US  
iii  
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CONTENTS  
PAGE  
Accessing E-Mail Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46  
Accessing Fax Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49  
Recovering Deleted Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50  
Changing Message Envelopes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51  
Voice Mail Flowchart (Advanced Mailbox) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52  
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53  
Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54  
iv  
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WELCOME  
The Model 8601 SoftPhone for Pocket PC is a software-based, Session Initiation Pro-  
tocol (SIP) softphone that runs on the Pocket PC 2002 (or later) Personal Digital  
Assistant (PDA) platforms.  
With your Model 8601 endpoint, you can place or receive calls from anywhere within  
®
the same wireless network. The Model 8601 works just like other Inter-Tel SIP end-  
points. In addition, the Model 8601 supports the Shared Extension feature. This fea-  
ture allows you to share the same extension between your Model 8601 and up to four  
other SIP endpoints. This provides you with mobility so that you do not miss any calls  
when you are away from your desk.  
The Model 8601 SoftPhone for Pocket PC is currently supported by the following  
PDAs:  
®
Compaq iPAQ H3970, 400 MHz  
Compaq iPAQ H3875, 400 MHz  
Dell Axim X5, 400 MHz  
Dell Axim X30, 624 MHz  
®
Hewlett Packard iPAQ H5550, 400 MHz  
Hewlett Packard iPAQ H5450, 400 MHz  
Hewlett Packard iPAQ h4150, 400MHz  
Hewlett Packard iPAQ h4350, 400 MHz  
Hewlett Packard iPAQ PocketPC hx4700, 624MHz  
Hewlett Packard iPAQ PocketPC h6315  
®
Toshiba E800, 400MHz  
®
Inter-Tel Model 8601 SoftPhone for Pocket PC User Guide  
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1
     
SOFTWARE COMPATIBILITY  
Depending upon which software version your telephone system is using, some of the  
features included in this guide may not be available for your endpoint. Check with  
your system administrator to see which software version your telephone system cur-  
rently uses and if there are any features restrictions for your system.  
Your Model 8601 SoftPhone for Pocket PC is compatible with the following Inter-Tel  
software:  
®
Inter-Tel 5000 system software v1.0 and later  
®
Axxess system software v8.1 and later  
®
Unified Communicator v2.1 and later  
®
Enterprise Messaging v1.0 and later  
GETTING STARTED  
To start the Model 8601:  
Select Model 8601 from the Start menu. The Model 8601 display appears. The dis-  
play on the Model 8601 should change from “Connecting...” to the display name (or  
extension number) that your system administrator has programmed.  
NOTE: If the status remains “Connecting...,” verify that the network connection is  
active. If the network is active, consult your system administrator. For information about  
how to program the Model 8601, contact your system administrator or refer to the  
Model 8601 SoftPhone for Pocket PC Installation Manual.  
®
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2
       
ABOUT YOUR ENDPOINT  
The following shows the default Model 8601 display. Brief descriptions of icons and  
menus are described on the following page.  
Default Model 8601 Display:  
14  
15 16 17 18  
13  
1
2
12  
11  
10  
3
4
5
9
8
7
6
Minimized Model 8601 Display:  
19  
®
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3
   
The following table describes the Model 8601 icons and menus.  
REF.  
PAGE  
No#  
1
ICON/MENU  
TALK  
DESCRIPTIONS  
18  
12  
Places a call. This icon changes to HOLD or RESUME,  
depending on the endpoint status.  
Opens the Call Log that shows the call history of up to 30 calls.  
This icon changes to MUTE or RESUME, depending on the  
endpoint status.  
CALL LOG  
2
24  
--  
Plays the message that was left on your voice mail. This icon  
changes to END during a call.  
MSG  
3
4
5
Changes, depending on the endpoint status. The possible  
icons are RESUME and TRANS (Transfer).  
Blank Icon  
SPD DIAL  
13  
Displays the Speed-Dial List. This icon changes to CNF (Con-  
ference) or RESUME, depending on the endpoint status.  
--  
--  
Opens the soft keyboard.  
6
7
Keyboard  
Help  
Shows the version status and online help.  
--  
--  
14  
Contains the Connection, Media, Preferences, and Diagnostics  
options.  
Options  
8
9
12  
--  
Contains the Call Log, Speed Dial, DND, and Message(s)  
options.  
--  
Phone  
Backspaces the cursor and deletes characters in the display.  
This icon changes to SWAP when you have two calls.  
Backspace  
10  
Places an intercom (IC) call without requiring you to tap TALK.  
Hot Dial  
Enabled  
11  
18  
Requires you to tap TALK to place an IC call.  
Hot Dial  
Disabled  
--  
--  
Displays the Contact List on the PDA.  
12  
13  
14  
Contacts  
Volume  
Start  
Changes the volume settings on the Model 8601.  
Opens the application drop-down menu.  
Shows the connection status of the Model 8601.  
--  
16  
Connection  
Status  
15  
14  
--  
Changes the volume settings on the PDA.  
16  
17  
18  
19  
Volume  
Time  
--  
Displays the current time. This is a standard feature of the  
Pocket PC 2002 (or later) platform.  
--  
--  
or  
--  
Shows X or OK, depending on the display status.  
Opens the drop-down menu that contains the Phone, Call Log,  
and Message(s) options.  
Model 8601  
Icon  
®
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4
ABOUT VOICE MAIL  
Voice mail is an application that is part of the Inter-Tel voice processing system.  
Using voice mail, you and other callers can send and receive recorded messages from  
any supported endpoint on the system. To use voice mail features, each user (or sub-  
scriber) is assigned a mailbox, which usually corresponds to the extension number  
assigned to your endpoint. You can, however, have an unassociated mailbox that does  
not correspond to an extension. (Unassociated mailboxes are typically used for agents  
or other personnel who don’t have a permanent office.)  
With your mailbox, you can use personal or system greetings to let callers know if  
you are out of town, on a call, etc. If a caller reaches your mailbox, they can leave a  
message, hang up, or access an attendant. In addition, if your voice mail administrator  
sets up one or more “group lists” of mailboxes, you can send a message to a group of  
people by entering one number instead of everyone’s individual mailbox number.  
Inter-Tel voice mail systems support the following types of mailboxes:  
Advanced Mailbox: If E-Mail Reader is enabled for your mailbox, you have  
access to voice mail, e-mail, and fax messages in your mailbox. You can also cus-  
tomize your personal mailbox options, and access advanced messaging features.  
See page 41 for information and instructions about using E-Mail Reader features.  
For a voice mail flowchart for advanced mailbox users, see page 52.  
Standard Voice Mailbox: This type of mailbox allows you to send and receive  
voice mail messages, record personal greetings, and allows you to customize per-  
sonal mailbox options. A standard voice mailbox does not allow you to access e-  
mail and fax messages. For a voice mail flowchart for standard mailbox users,  
see page 59.  
®
NOTE: If you have the Enterprise Messaging (EM) voice mail system, you also have  
access to advanced communication and messaging features such as E-Mail Reader  
and Automatic Speech Recognition (ARS). For more information about EM, see page 7.  
®
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5
     
The instructions for many voice mail tasks are identical for standard voice mailbox  
and advanced mailbox users. The instructions for the following common mailbox  
tasks are included in this guide.  
Initializing your mailbox (see page 9)  
Recording your personal greetings (see page 10)  
Recording your voice mail directory name (see page 11)  
Accessing your mailbox (see page 22)  
Disabling and enabling ASR (see page 23)  
Accessing voice mail messages (see page 24)  
Recording and sending voice mail messages (see page 27)  
Canceling unheard voice mail messages (see page 29)  
Changing your mailbox password (see page 30)  
Changing the call screening transfer method (see page 32)  
Programming a fax destination (see page 33)  
Changing the message search order (see page 34)  
Programming remote messaging (see page 35)  
Screening calls (see page 37)  
Using the voice mail directory (see page 38)  
NOTE: Voice mail displays are not supported in SIP mode, however audio prompts are  
supported.  
®
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6
Enterprise Messaging  
Enterprise Messaging (EM) is the Inter-Tel messaging system that uses industry-stan-  
dard protocols for communication and messaging. EM unifies communication and  
messaging by providing access to voice mail, fax, and e-mail messages in your mail-  
box. The EM system provides voice mail users with the following advanced messag-  
ing features:  
Automatic Speech Recognition (ASR): ASR can be enabled for the entire sys-  
tem or it can be enabled for specific applications (like voice mail) or mailboxes.  
When ASR is enabled for your mailbox, you can issue spoken commands to navi-  
gate the voice mail menus. ASR also allows subscribers and non-subscribers to  
navigate automated attendant menus, call routing applications, and search the  
directories. ASR can be enabled for standard voice mailboxes and advanced mail-  
boxes (see page 43). For more information about ASR, see page 8.  
E-Mail Reader: E-Mail Reader allows you to access voice, e-mail, and fax mes-  
sages from your mailbox. For e-mail messages, E-mail Reader uses Text-to-  
Speech (TTS) capabilities included with EM to convert the text in an e-mail mes-  
sage to a .wav file. For fax messages, E-Mail Reader announces the fax enve-  
lope. If E-Mail Reader has been enabled for your mailbox, your voice mail, e-  
mail, and fax messages are unified in one convenient location. For more informa-  
tion and instructions about how to use E-Mail Reader features, see page 41.  
Consult your voice mail administrator to see if ASR and/or E-Mail Reader is enabled  
for your mailbox.  
®
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7
       
Automatic Speech Recognition (ASR)  
Automatic Speech Recognition (ASR) is a feature available for systems using EM.  
Because ASR is a very flexible feature, it can be enabled or disabled on several differ-  
ent levels. When ASR is enabled for your mailbox, you can issue spoken commands  
to navigate the voice mail menus. ASR also allows subscribers and non-subscribers to  
navigate automated attendant menus, call routing applications, and search the directo-  
ries using voice commands.  
When you access voice mail, if you are given the option to say a command or tap a  
dialpad digit to complete a task, then ASR is enabled for your mailbox. If you are  
only prompted to tap a dialpad digit, ASR is not enabled for your mailbox. If your  
mailbox is not ASR-enabled, you can still navigate the menus and perform tasks by  
tapping the appropriate dialpad digits when prompted by the system.  
When using ASR, follow these guidelines for best results:  
When completing a mailbox-related task, either say the command each time or  
tap the dialpad digits each time.  
When you use the dialpad digits to complete a task, you are sometimes prompted  
#
to tap  
to indicate to the system that you have finished entering digits. It is not  
necessary to say “Pound” or “Hash” when using ASR. The silence that follows  
#
your voice command replaces the  
digit.  
While you are recording a message, ASR is temporarily disabled, therefore you  
cannot issue spoken commands to access options like pause and erase. If you  
attempt to issue a spoken command while you are recording, your recording will  
include the command you issued. To access the pause and erase options, you  
must tap the appropriate dialpad digits.  
You cannot use ASR to set up your e-mail password (see page 44). For security  
reasons, you must enter your e-mail password characters by tapping the appropri-  
ate dialpad digits. Entering passwords this way prevents others from overhearing  
your password.  
If the system cannot interpret your voice commands for three consecutive  
attempts, ASR is temporarily disabled by the system for the current call. You can  
still complete tasks using the dialpad digits; however, you will no longer be  
prompted to say a command.  
You can temporarily disable ASR for the current call by selecting option eight  
from the main menu.  
®
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8
   
SETTING UP VOICE MAIL  
To begin using your voice mailbox, you will need to complete a few basic set-up pro-  
cedures to initialize your mailbox, customize your personal greetings, and record your  
voice mail directory name. See page 21 for additional voice mail options.  
Initializing Your Mailbox  
The first thing you should do is initialize your mailbox. This allows you to:  
Change the default password number to a personal password.  
Record a name to identify yourself in the company directory.  
Listen to the voice mail introduction.  
To initialize your mailbox:  
1. Enter the voice mail extension number. (You hear the main menu.)  
NOTE: If you don’t know what the voice mail extension number is, check with your  
system administrator.  
2. Say “Login” or tap  
to identify yourself as a subscriber.  
3. Enter your mailbox number using the dialpad digits.  
4. Enter your default password using the dialpad digits.  
NOTE: Your mailbox number is your default password.  
If you want a password, enter a new password using digits 0-9 (up to 12 digits),  
#
and then tap  
word.  
when you are done. The messaging system plays back your pass-  
#
If you do not want to use a password, just say “Skip” or tap  
.
#
5. Say “Accept” or tap  
to accept the entry or say “Erase” or tap  
to erase and  
3
re-enter your password. The system prompts you to record your directory name.  
6. After the tone, record your first and last names.  
7. When prompted, do one of the following:  
#
Say “Accept” or tap  
Say “Replay” or tap  
Say “Append” or tap  
again to accept the name.  
to replay the name you just recorded.  
to add to your name.  
1
2
3
Say “Re-record” or tap  
to erase and re-record your name.  
NOTE: The system then plays a prompt that introduces you to the basic voice mail  
#
system features. You can skip this introduction by saying “Skip” or by tapping  
desired.  
, if  
®
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9
           
Recording Your Personal Greetings  
You can store two different personal greetings in your voice mailbox: a primary and  
an alternate. You may change or choose to use either greeting at any time. You can  
then select which greeting you want played when a caller reaches your voice mailbox.  
Because the purpose of this greeting is to tell callers why they have reached your  
voice mailbox, you should include the following information:  
Whether or not you are in the office and where you can be reached  
When you will be returning calls  
For callers who do not wish to leave a message, how to exit voice mail (say  
0
“Operator” or tap  
to return to the operator)  
The following are some sample greetings to help you plan your message:  
Primary Greeting: Hello, this is __________. I am either on another line or  
away from my desk and cannot take your call at this time. If you need to speak to  
someone immediately, please dial zero now. Otherwise, leave a detailed message,  
and I will return your call as soon as possible. Thank you.  
Alternate Greeting: Hello, this is __________. I will be away from the office  
from day/date until day/date. If you need to speak to someone immediately,  
please dial zero now. Otherwise, leave a detailed message, and I will return your  
call when I return. Thank you.  
You can also select the System Greeting if you do not want to record a primary or  
alternate greeting. The system greeting states, “Mailbox number (xxxxx) is not avail-  
able.” Depending on how your system is programmed, the system greeting may also  
include, “After the tone, please record your message. When finished, you may hang  
up to deliver the message or press pound for more options.”  
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10  
     
To record/change your personal greeting:  
1. Access your mailbox as described on page 22.  
4
2. Say “Personal” or tap  
3. Say “Greeting” or tap  
to select the Personal Options Menu.  
to record or change your personal greeting.  
1
4. Do one of the following:  
Say “Primary” or tap  
Say “Alternate” or tap  
Say “System” or tap  
1
to record and/or enable your primary greeting.  
to record and/or enable your alternate greeting.  
to enable the system default mailbox greeting.  
2
3
5. If you selected the system greeting option, hang up.  
If you selected the primary or alternate greeting option, record your greeting  
#
when prompted, then tap  
.
If you already have a primary or alternate greeting, it is played when you select  
primary or alternate.  
You can then do one of the following:  
#
Say “Accept” or tap  
Say “Replay” or tap  
to accept the greeting.  
to replay the greeting.  
1
2
#
Say “Append” or tap , add to the greeting, and then tap  
.
3
Say “Erase” or tap  
Say “Cancel” or tap  
6. Tap END to hang up.  
to erase and re-record the greeting.  
to exit without changing your greeting.  
Recording Your Voice Mail Directory Name  
Your recorded name is used to identify you in the voice mail directory and to verify  
your mailbox number when messages are addressed to you. Although you record your  
name when you first initialize your mailbox, you can change it at any time.  
To record your directory name:  
1. Access your mailbox as described on page 22.  
4
2. Say “Personal” or tap  
to select the Personal Options Menu.  
2
3. Say “Name” or tap . Your recorded name is played.  
4. Do one of the following:  
#
Say “Accept” or tap  
Say “Replay” or tap  
Say “Append” or tap  
Say “Erase” or tap  
to accept your recorded name.  
to replay your recorded name.  
to add to your name.  
to erase and re-record your name. When you hear a  
1
2
3
tone, record your first and last name. Then say “Accept” or tap  
your recorded name.  
to accept  
#
5. Tap END to hang up.  
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11  
     
OPTION MENUS  
The Model 8601 provides various menu options for customizing your Model 8601. To  
program the settings, tap the desired option from the bottom bar.  
Phone  
The Phone menu provides access to call log, speed-dial, Do-Not-Disturb, and mes-  
sage(s) settings. Each of these options is described in the following sections.  
Call Log  
The Call Log option allows you to see the call his-  
tory. The Call Log, shown on the right, can list up to  
ten received, ten outgoing, and ten missed calls (30  
calls total). The second field displays the call infor-  
mation that your Model 8601 has selected. The  
default is set to show the Missed Calls.  
To see the Call Log list, tap CALL LOG or select  
Call Log from the Phone menu.  
While viewing the Call Log list, you have the fol-  
lowing options:  
Show: Allows you to choose what you want to  
display in the Call Log list. The available  
options are All Calls, Missed Calls, Outgoing  
Calls, or Received Calls.  
Clear: Deletes the entire call log that is shown in the list.  
Call: Places a call to the highlighted number in the list.  
Delete: Deletes the highlighted number in the list.  
®
Save: Saves the highlighted number to the Pocket Outlook Contacts.  
You can also sort the Call Log list in ascending order based on the column selected.  
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Speed Dial  
The Speed Dial option allows you to save up to ten  
numbers.  
To see the Speed Dial list, tap SPD DIAL or select  
Speed DIal.  
While viewing the Speed Dial list, you have the  
following options:  
Call: Places a call to the highlighted number  
in the list.  
Add: Adds a number to the list.  
Edit: Edits a number in the list.  
Delete: Deletes the highlighted number in the  
list.  
You can also sort the entries in the Name column in ascending order.  
DND (Do-Not-Disturb)  
If you do not want to be disturbed, you can use the DND feature. This halts all pages  
and calls to your endpoint, except queue callbacks, recalls, and direct ring-in calls.  
When other users call your endpoint, they hear a repeating signal of four fast tones  
and see the DND message. Unlike other traditional Inter-Tel endpoints, the Model  
8601 has only one DND message, which is “Do-Not-Disturb.”  
To turn on/off the DND status:  
Select DND. A check mark appears next to the DND option, and the display shows  
“Do-Not-Disturb.”  
NOTE: Inter-Tel endpoints (not including the Model 8601) can be given do-not-disturb  
override privilege that allows the user to place an intercom call to a station in do-not-dis-  
turb. If a calling party’s endpoint is enabled for do-not-disturb override, they may brake  
through your endpoint’s DND when placing an intercom call.  
®
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13  
       
Message(s)  
When you have received a voice mail message, a display that says, “You have xx mes-  
sage(s).” (where the xx indicates the number of the message) appears.  
NOTICE  
To receive a message, your Model 8601 must have a mailbox programmed in the  
Inter-Tel telephone system. Or, the call must be programmed to be sent to an atten-  
dant or other endpoint. If the Model 8601 does not have a voice mailbox or an  
alternate destination, when the message is sent, the call is lost in the network.  
To listen to the message:  
Tap MSG or select Message(s). A call is automatically placed to the endpoint or mes-  
sage center that left the message.  
To listen to the message from a remote site:  
You must first access your mailbox (see page 22 for details about accessing your  
mailbox).  
Options  
The Option menu allows you to program the connection, media, and preferences set-  
tings.  
NOTE: This section describes only the options that affect basic endpoint operation and  
functionality. The options that are not listed in this section are for configuring the end-  
point settings. Only your system administrator can change these settings. It is strongly  
recommended that you do not change any settings that are not described in this guide.  
If you do, you may lose a network connection.  
Media  
The Media option allows you to program audio and tone settings:  
Audio: The only option that is available is Sys Volume. This option controls the  
volume that you hear from the speaker.  
NOTE: The Volume setting on the PDA overrides the setting that is programmed  
in the Sys Volume field.  
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Tone: The Tone option has the following options:  
Ring Tone: Select the desired ring tone from the  
drop-down list box. The available ring tones are  
Ring Tone 1-9.wav files and Ringers 1-4.  
You can also add a customized .wav file to the  
Ring Tone list.  
To add a customized .wav file, save the customized file in the Ring Tone  
wav field under the Program File\Inter-Tel\Model 8601\Ring.  
Play: Plays the selected ring tone.  
Stop: Stops playing the ring tone.  
Ringer Volume Control Bar: Adjusts the volume of the Ringers 1-4. To  
adjust the volume of the Ring Tone 1-9.wavfiles, use the Volume set-  
ting on the top bar.  
Local Key Tone: Enables or disables the local key tone. The local key tone  
is a tone that you hear when you tap any key in the display. It is enabled by  
default.  
Preferences  
The Preferences option allows you to customize your Model 8601.  
Preferences: You can program the following settings:  
Skin: Select the user interface that you would like to use. The available skins  
are Default, Ocean, Skin1, and SkyBlue.  
Alert Msg: When you receive an incoming call, you receive a pop up bub-  
ble, shown below, and a tone. This option allows you to decide how long the  
alert message is displayed and the alert tone beeps. The available range is  
from 2-30 seconds (defaults to five seconds).  
Help  
The Help menu shows the Model 8601 version status and online help.  
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CONNECTION STATUS  
The Connection Status icon on the top bar allows you to see the status of the Model  
8601 endpoint connection and change to the connection settings. When you tap the  
icon, a pop up bubble that indicates the connection status appears. Depending on the  
status, one of the following icons described in the table below appears.  
ICON  
STATUS  
The endpoint is currently ON (connected). Tapping this icon also  
allows you to turn off the endpoint.  
The endpoint is connecting.  
There is no network activity.  
The endpoint is currently OFF. Tapping this icon also allows you  
to turn on the endpoint.  
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FEATURES AND OPERATION  
The Model 8601 endpoint supports the features that are shown in the table below.  
Most of these features do not require you to enter feature codes.  
DEFAULT  
SUPPORTED FEATURES  
REF.  
PAGE  
FEATURE CODES  
--  
0
18  
18  
19  
21  
18  
40  
19  
18  
19  
18  
21  
20  
15  
17  
13  
20  
22  
Answer (Ringing Call)  
Call Attendant  
--  
Conference  
--  
Do-Not-Disturb On/Off  
Emergency Call  
Hunt Group  
911  
--  
--  
Hold - Individual  
Hot Dial  
--  
8
Microphone Mute On/Off  
Outgoing Call  
--  
4
Redial  
Reverse Transfer (Call Pick-Up)  
Ring Tone Selection  
Shared Extension  
Station Speed Dial  
Transfer Call  
--  
--  
--  
--  
--  
Voice Mail  
The following pages provide the feature descriptions and how to use them.  
Sharing an Extension  
The Model 8601 functions as a single SIP endpoint and as a shared extension. A  
shared extension allows up to five SIP endpoints to use the same extension number on  
the Inter-Tel telephone system. Incoming calls to a shared extension are sent to SIP  
endpoints simultaneously. Once one of the endpoints answers the call, the SIP Server  
cancels the call to all other endpoints.  
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Using Hot Dial  
The Model 8601 supports the Hot Dial feature. When Hot Dial is enabled (  
endpoint automatically sends the dialed number if the number matches the dial plan.  
If Hot Dial is disabled ( ), you must tap TALK to send the number.  
), the  
To turn on/off the Hot Dial feature: Tap the Hot Dial icon. The icon changes to  
reflect the current setting.  
Making and Receiving Calls  
Making and receiving calls is the basic purpose of any endpoint. With your Model  
8601, you can make/receive intercom and outside calls, and make emergency calls.  
Making Calls  
To place an intercom call: Enter an extension number on the dialpad or type the  
number directly on the soft keyboard.  
8
To place an outgoing call: Tap  
(the feature code for outgoing access) followed by  
the outside number on the dialpad or type the number directly on the soft keyboard.  
9
1
1
To make an emergency call: Tap  
.
0
To call an attendant: Tap  
.
Receiving Calls  
When the Model 8601 receives a call, you hear a ring sound, and the endpoint dis-  
plays an incoming call notification.  
To answer a call: Tap ANSWER from the notify message or tap TALK (the TALK  
icon appears when the notification message is minimized).  
To ignore a call: Tap IGNORE from the notify message.  
Switching Between Two Calls  
The Model 8601 can establish up to two simultaneous calls. If the second incoming  
call is answered, the first call is placed on hold, and you are connected with the sec-  
ond caller. The Model 8601 then presents a SWAP button on the display that allows  
you to toggle back and forth between calls.  
To switch between calls: Tap SWAP.  
Ending Calls  
While you are on a call, the END icon appears on the display.  
To end a call: Tap END.  
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Placing Calls on Hold  
You can place the call on hold at one endpoint. It can then be directly picked up at  
that endpoint or it can be picked up at another endpoint using the Call Pickup  
(Reverse Transfer) feature. While you are on a call, the HOLD icon appears on the  
display.  
To place a call on hold: Tap HOLD. Place another call (when the call is placed on  
hold, the HOLD icon changes to RESUME).  
To return to a call that is on hold: Tap RESUME.  
Muting Calls  
To mute the microphone so that you can hear the other party, but they cannot  
hear you (this does not put them on hold): Tap MUTE.  
To return to the call: Tap RESUME.  
Placing Conference Calls  
You can establish a conference call with up to three intercom and/or outside parties  
(four, including you).  
To place a conference call:  
1. While on the first call, tap CNF. The first call is automatically put on hold.  
2. Place another intercom or outside call. Then tap CNF. (If necessary, repeat this  
step to place one more call on hold.)  
3. Tap CNF to join all of the calls together in the conference.  
During the conference call, you can do the following:  
To place the conference on hold: Tap HOLD. This places the conference on hold  
without disconnecting the parties. To return to the conference, tap RESUME.  
To drop out of the conference: Tap END and hang up. This removes your end-  
point from the conference, but leaves the other parties connected.  
To add parties to the conference: Do the following:  
a. Tap CNF. This leaves the conference parties connected.  
b. Place a call to the party to be added to the conference.  
c. Tap CNF to put yourself and the new party into the conference.  
To mute your microphone: Tap MUTE. This turns your microphone on or off  
during the conference. If mute is enabled, you can hear the conferenced parties,  
but they cannot hear you.  
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Transferring Calls  
Although transferring calls is considered a basic function of an endpoint, your Model  
8601 has many advanced options for this feature. With your endpoint, you can trans-  
fer to another extension or an outside line.  
To Another Extension  
1. While you are on a call, tap TRANS to place the call on hold at the other end-  
point.  
2. Enter the desired extension number.  
3. Wait for an answer, announce the call, and then tap TRANS to hang up.  
NOTE: If the number is busy, there is no answer, or the transfer is refused, tap  
TRANS to return to the caller.  
To an Outside Number  
1. Tap TRANS.  
2. Select an outgoing line and enter the desired telephone number.  
3. Wait for an answer, announce the call, and then tap TRANS to hang up.  
NOTE: If the number is busy, there is no answer, or the transfer is refused, tap  
TRANS to return to the caller.  
Using Reverse Transfer  
The Reverse Transfer (Call Pick Up) feature allows you to answer a call that is ring-  
ing or holding at another endpoint. For example, if the attendant transfers a call to you  
but you have stepped away from your endpoint, you can pick up the call using another  
endpoint.  
To answer a call ringing holding at another endpoint:  
4
1. Tap  
.
2. Enter the extension or hunt group number where the call is ringing or holding.  
(See page 40 for more information about hunt groups.)  
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Redialing Calls  
You can redial a call in two methods. The first and simplest method is redialing the  
last number dialed; the second method is redialing a number that is saved in the Call  
Log.  
To redial the last number dialed: Tap TALK. A line is selected automatically, and  
the number is dialed.  
To redial a number in the Call Log:  
1. Tap CALL LOG or select Call Log from the Phone menu.  
2. Select the number you would like to dial from the Call Log list and tap CALL.  
To redial a number in the Speed Dial List:  
1. Tap SPD DIAL or select Speed Dial from the Phone menu.  
2. Select the number you would like to dial from the Speed Dial list and tap CALL.  
Using Do-Not-Disturb  
Using Do-Not-Disturb can be done by selecting the DND option in the Phone menu.  
See page 13 for details.  
Selecting Ring Tones  
Setting a ring tone can be done through the Media option in the Options menu. See  
page 15 for details.  
Speed Dialing  
Dialing a speed-dial number can be done by tapping SPEED DIAL or selecting  
SPEED DIAL in the Phone menu. See page 13 for details.  
Listening to Message(s)  
Listening to message(s) can be done by tapping MSG or selecting Message(s) in the  
Phone menu. See page 13 for details.  
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Accessing Your Mailbox  
If you have a message waiting in your mailbox, you must access your mailbox to  
retrieve it. Although voice mail displays are not supported in SIP mode, audio  
prompts are supported.  
NOTE: If your telephone system uses Enterprise Messaging (EM), your mailbox may  
have the Automatic Speech Recognition (ASR) feature enabled. When ASR is enabled  
for your mailbox, you have the option of issuing a spoken command or tapping a dial-  
pad button. See page 8 for ASR guidelines.  
ALSO: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.  
See page 41 for information and instructions about using E-Mail Reader features.  
When you access your mailbox, depending on the voice processing system, enabled  
features, and mailbox status, you may hear one of the following messages:  
Mailbox almost full or full: If your mailbox is full, no new messages can be  
received until you delete waiting or saved messages.  
Quota grace limit reached: The quota grace limit is an EM feature. If this fea-  
ture is enabled, it allows a mailbox to “overfill” beyond normal capacity. When  
the quota grace limit has been reached, this announcement is played.  
Message count and type: The system announces the number of new and/or  
saved messages that are in your mailbox. The system also informs you if the mes-  
sages are priority messages. If E-Mail Reader is enabled for your mailbox, the  
media type is indicated.  
Remote Messaging: The system indicates if the Remote Messaging feature is  
enabled (see page 35). It also alerts you if a programming error has been detected  
when attempting to place a Remote Messaging call.  
To access your mailbox:  
1. Dial the voice mail extension number. (You hear the main menu.)  
2. During or after the greeting, say “Login” or tap  
to identify yourself as a sub-  
scriber.  
3. Say or enter your mailbox number.  
#
4. Enter your mailbox password (if programmed), then tap . If you do not have a  
#
password, tap  
to bypass the password prompt. See page 30 for information  
on programming passwords.  
NOTE: Generally, saying “Skip” or tapping  
during any voice mail operation will  
#
advance you to the next step. For example, when leaving a voice mail message for  
#
another voice mail user, you can say “Skip” or tap  
to skip the person’s introductory  
message and proceed directly to the recording phase. Similarly, while listening to mes-  
#
sages, you can say “Skip” or tap  
to skip the system-generated voice prompts and  
proceed directly to the playback phase. Also, at any menu level, you can say “Cancel”  
or tap  
to cancel or return to the previous menu.  
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Disabling and Enabling ASR  
If your telephone system uses Enterprise Messaging (EM), your mailbox may have  
the Automatic Speech Recognition (ASR) feature enabled. When ASR is enabled for  
your mailbox, you have the option of issuing a spoken command or tapping a dialpad  
button.  
If your environment prevents you from using ASR, you can temporarily disable it by  
accessing option number eight on the main subscriber menu. This option disables  
ASR for that particular call only.  
Option number eight is used as a toggle, and you can re-enable ASR by tapping the  
number eight again on the main subscriber menu only. Also, if you tap a dialpad digit  
at the main subscriber menu to access mailbox functions, ASR is automatically turned  
off and will remain off for the rest of the call.  
For ASR guidelines, see page 8.  
NOTE: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.  
See page 41 for information and instructions about using E-Mail Reader features.  
To temporarily disable ASR:  
1. Access your mailbox as described on page 22.  
8
2. Say “Disable” or tap  
to disable ASR for the call.  
NOTE: To enable ASR after disabling it, tap  
until you are back at the main menu.  
8
Tap  
to enable ASR.  
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Accessing Voice Mail Messages  
When you access your mailbox, you can listen to new and saved voice mail messages.  
After listening to your voice mail messages you can access the associated options.  
NOTE: If your telephone system uses Enterprise Messaging (EM), your mailbox may  
have the Automatic Speech Recognition (ASR) feature enabled. When ASR is enabled  
for your mailbox, you have the option of issuing a spoken command or tapping a dial-  
pad button. See page 8 for ASR guidelines.  
ALSO: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.  
See page 41 for information and instructions about using E-Mail Reader features.  
Listening to Messages  
To listen to messages:  
1. Access your mailbox as described on page 22.  
1
2. If E-Mail Reader is enabled for your mailbox, say “Voice Mail” or tap  
.
If E-Mail Reader is not enabled for your mailbox, skip this step.  
3. Select one of the following:  
1
Say “New” or tap  
Say “Saved” or tap  
to listen to new messages.  
to listen to saved messages.  
3
4. While you are listening to a voice mail message, you can use the following  
options:  
#
Say “Skip” or tap  
to skip to the end of the recording.  
1
Say “Back up” or tap  
to “rewind” a few seconds and replay the message.  
2
#
Say “Pause” or tap  
to pause. (Say “Continue” or tap  
to continue.)  
3
Say “Forward” or tap  
to skip ahead.  
4
Say “Lower” or tap  
to lower the volume.  
5
Say “Envelope” or tap  
to play the message envelope.  
6
Say “Higher” or tap  
to raise the volume.  
7
Say “Save” or tap  
to save the new message in your mailbox.  
9
Say “Delete Message” or tap  
to delete the message.  
NOTE: You may be prompted to confirm deleting the message. Say “Yes” to  
delete the message or “No” to cancel the request to delete the message.  
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5. When the message has finished playing, you have the following options:  
1
Say “Replay” or tap  
to replay the message from the beginning.  
2
Say “Reply” or tap  
to reply to the message. You have the following  
options:  
1
Say “Voice Mail” or tap  
to leave a voice mail message for the caller.  
If the caller has a mailbox number, you are prompted to verify the desti-  
#
nation by saying “Yes” or by tapping  
.
If the number was not associated with a mailbox, the prompt requests a  
mailbox number.  
If the message was from an outside caller, you cannot leave a voice mail  
message.  
2
Say “Call Back” or tap  
to make a return call. Your call will be trans-  
ferred automatically to the caller’s extension or telephone number, if the  
number is available.  
If the user is not available, you will have the option of leaving a voice  
mail message.  
If the telephone number is not available, you cannot reply to the mes-  
3
Say “Forward” or tap  
to forward a copy of the message to another sub-  
1
scriber. If you want to include an introduction, say “Record” or tap  
. Oth-  
#
erwise, say “Accept” or tap  
to forward the message without additional  
comments.  
4
Say “Previous” or tap  
to listen to the previous message.  
5
Say “Envelope” or tap  
to play the introductory message envelope (see  
page 31 for information on envelope options).  
6
Say “Next” or tap  
Say “Save” or tap  
to listen to the next message.  
to save the new message in your mailbox.  
7
9
Say “Delete Message” or tap  
to delete the message.  
NOTE: You may be prompted to confirm deleting the message. Say “Yes” to  
delete the message or “No” to cancel the request to delete the message.  
6. Tap END to hang up.  
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Recovering Deleted Voice Mail Messages  
If you accidently delete a voice mail message, you can retrieve it within a specific  
time frame (programmed by your system administrator). Any retrieved messages are  
then restored to your saved-message queue. Messages that are not recovered within  
the programmed time (up to 24 hours) are automatically erased.  
NOTE: If E-Mail Reader is enabled for your mailbox, you can also recover deleted e-  
mail and fax messages. See page 50 for instructions about how to recover deleted  
voice mail, e-mail, and fax messages.  
To recover deleted voice mail messages:  
1. Access your mailbox as described on page 22.  
5
2. Say “Options” or tap  
3. Say “Recover” or tap  
for Message Options.  
to access undelete options.  
2
1
4. EITHER, Say “Listen” or tap  
to listen to your deleted messages and choose  
which ones to recover. After each message you can:  
1
Say “Replay” or tap  
Say “Reply” or tap  
to replay the message.  
to reply to the message.  
2
3
Say “Forward” or tap  
Say “Previous’ or tap  
Say “Envelope” or tap  
to forward the message.  
to listen to the previous message.  
to play the message envelope.  
4
5
6
Say “Next” or tap  
to listen to the next message.  
7
Say “Recover” or tap  
OR, say “Recover” or tap  
to recover the message.  
to recover all deleted messages.  
2
3
OR, Say “Purge” or tap  
to permanently delete all deleted messages.  
5. Tap END to hang up.  
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Recording and Sending Voice Mail Messages  
You can record and send voice mail messages by accessing the record option on the  
main menu.  
NOTE: If E-Mail Reader is enabled for your mailbox, a reply to an e-mail message (see  
page 46) is a recorded voice message that is attached to the e-mail as a .wav file.  
To record and send voice mail messages:  
1. Access your mailbox as described on page 22.  
2
2. Say “Record” or tap  
.
3. Say or enter the desired mailbox number or group list number. The system  
announces the name assigned to the mailbox number or group list number. You  
have the following options:  
#
Say “Yes” or tap  
Say “No” or tap  
to accept the subscriber’s name.  
to start over.  
4. Record your message after the tone. While recording, you have the following  
options:  
2
3
#
Tap  
Tap  
to pause while recording. (Say “Continue” or tap  
to erase and re-record your message.  
to continue.)  
#
5. When finished recording, you can tap  
to access the following options:  
#
Say “Send” or tap  
to send the message and return to the voice mail  
options.  
Say “Cancel” or tap  
Say “Replay” or tap  
Say “Append” or tap  
to cancel the recording.  
to replay your message.  
to add to your message.  
1
2
3
Say “Erase” or tap  
to erase and re-record your message.  
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4
Say “Copy” or tap  
to copy your message to other mailboxes. Say or enter  
the desired mailbox number or group list number. The system announces the  
name assigned to the mailbox number or group list number. You have the  
following options:  
#
Say “Yes” or tap  
Say “No” or tap  
to accept the subscriber’s name.  
to start over.  
Tap  
when you are done adding mailboxes.  
9
Say “Options” or tap  
to use the special delivery options. You can then  
use one or more of the following options:  
1
Say “Private” or tap  
to mark the message “private.” (This prevents  
the recipient from forwarding it to other subscribers.)  
Say “Certified” or tap  
recipient listens to the message, you will receive a receipt notice.)  
2
to mark the message “certified.” (When the  
3
Say “Priority” or tap  
to mark the message “priority.” (This will place  
your message ahead of all other waiting messages in the receiving mail-  
box.)  
#
Say “Send” or tap  
options.  
Say “Cancel” or tap  
to send the message and return to the voice mail  
to cancel delivery options.  
NOTE: If you select the copy or special delivery options and then do not respond  
to the prompts, the system will time out and deliver your message to the original  
recipient.  
6. Tap END to hang up.  
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Canceling Unheard Voice Mail Messages  
You can cancel unretrieved messages that you have sent to individuals, but not mes-  
sages that you sent to group lists.  
To cancel unheard voice mail messages:  
1. Access your mailbox as described on page 22.  
5
2. While listening to the voice mail main menu, say “Options” or tap  
for Mes-  
sage Options.  
1
3. Say “Unheard” or tap  
.
4. When prompted, say or enter the number of the mailbox containing the unheard  
message.  
#
5. Say “Yes” or tap  
to confirm the mailbox you are selecting. Voice mail will  
tell you how many messages you have waiting at the mailbox and play them for  
you. After each message, you can:  
1
Say “Replay” or tap  
Say “Append” or tap  
Say “Forward” or tap  
Say “Previous” or tap  
Say “Envelope” or tap  
to replay the message.  
to add to the message.  
to forward the message to another mailbox.  
to listen to the previous message.  
2
3
4
5
to play the message envelope.  
6
Say “Next” or tap  
to listen to the next message.  
7
Say “Save” or tap  
to save the message in your mailbox.  
9
Say “Delete Message” or tap  
to delete the message.  
NOTE: You may be prompted to confirm deleting the message. Say “Yes” to  
delete the message or “No” to cancel the request to delete the message.  
6. Tap END to hang up.  
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Setting Mailbox Preferences  
Your mailbox contains personal options to allow you to customize voice mail func-  
tions. However, before you change your voice mail options, you must first initialize  
your mailbox (see page 9). Although voice mail displays are not supported in SIP  
mode, audio prompts are supported.  
NOTE: If your telephone system uses Enterprise Messaging (EM), your mailbox may  
have the Automatic Speech Recognition (ASR) feature enabled. When ASR is enabled  
for your mailbox, you have the option of issuing a spoken command or tapping a dial-  
pad button. See page 8 for ASR guidelines.  
ALSO: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.  
See page 41 for information and instructions about using E-Mail Reader features.  
Changing Your Mailbox Password  
Your password prevents unauthorized access to your mailbox. When you first initial-  
ize your mailbox, you are prompted to change your password from the default (your  
mailbox number).  
You can change your mailbox password at any time. The new password can be up to  
12 digits long and must be numeric.  
To change your mailbox password:  
1. Access your mailbox as described on page 22.  
4
2. Say “Personal” or tap  
3. Say “Password” or tap  
to select the Personal Options Menu.  
.
3
If you want a password, enter a new password using digits 0-9 (up to 12 digits),  
#
and then tap  
word.  
when you are done. The messaging system plays back your pass-  
#
If you do not want to use a password, just say “Skip” or tap  
.
#
4. Say “Accept” or tap  
to accept the password as entered or say “Re-enter” or  
3
tap  
to erase and re-enter your password.  
5. Tap END to hang up.  
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30  
     
Changing the Voice Mail Message Envelope  
When you receive a voice mail message, the voice mail system plays an “envelope”  
that can include the time and date the message was left, the source of the message,  
and/or the message length. By default, the envelope contains all of this information,  
but you can change your envelope, as described below.  
NOTE: If E-Mail Reader is enabled for your mailbox, you can also change your e-mail  
and fax message envelopes. See page 51 for instructions about how to change your  
voice mail, e-mail, and fax message envelopes.  
To change your voice mail message envelope:  
1. Access your mailbox as described on page 22.  
4
2. Say “Personal” or tap  
3. Say “Envelope” or tap  
to select the Personal Options Menu.  
to select the Message Envelope Options Menu.  
4
You can then do any of the following:  
1
Say “Time, Date” or tap  
to enable or disable the time and date options.  
2
Say “Source” or tap  
Say “Length” or tap  
to enable or disable the message source option.  
to enable or disable the message length option.  
3
4
Say “All Options” or tap  
to enable all options and return to the Personal  
Options Menu.  
5
Say “None” or tap  
to disable the entire envelope and return to the Per-  
sonal Options Menu.  
#
Say “Accept” or tap  
to accept the changes.  
Say “Cancel” or tap  
4. Tap END to hang up.  
to return to the Personal Options Menu.  
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Changing the Call Screening Transfer Method  
NOTE: The Call Screening feature is available only if it is enabled for your mailbox  
(ask your system administrator).  
Depending on the transfer method you select, calls that are transferred from your  
mailbox may be one of the following:  
Unannounced Calls: Calls are sent directly to your extension.  
Announce-Only Calls: Before voice mail transfers a call to you, a prompt asks  
the caller to record his or her name. When you answer, you hear “You have a call  
from (caller’s name).” Then the call is sent to your extension.  
Screened Calls: Before voice mail transfers a call to you, a prompt asks the  
caller to record his or her name. When you answer, you hear “You have a call  
from (caller’s name).” You can choose whether or not to accept the call.  
See page 37 for instructions about using the call screening feature.  
To change your transfer method (if enabled):  
1. Access your mailbox as described on page 22.  
4
2. Say “Personal” or tap  
to select the Personal Options Menu.  
9
3. Say “More” or tap  
for More Options.  
5
4. Say “Transfer” or tap  
. The system tells you what your current transfer  
method is. You can then select the desired transfer method, as follows:  
1
Say “Unannounced” or tap  
to select unannounced transfers.  
2
Say “Screened” or tap  
to select screened transfers.  
3
Say “Announce” or tap  
to select announce-only transfers.  
Say “Cancel” or tap  
to return to the Personal Options Menu without mak-  
ing changes.  
5. Tap END to hang up.  
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32  
   
Programming a Fax Destination  
With the Inter-Tel voice processing system, when you specify a fax destination num-  
ber for your mailbox, callers can access your mailbox to send a fax to your fax  
machine.  
To change your fax destination number:  
1. Access your mailbox as described on page 22.  
4
2. Say “Personal” or tap  
to select the Personal Options Menu.  
9
3. Say “More” or tap  
for More Options.  
1
4. Say “Number” or tap  
.
5. Say or enter the number of your fax destination. (If you entered the letters using  
#
the dialpad, tap  
when you are done.)  
#
6. EITHER, say “Accept” or tap  
to accept the number.  
3
OR, say “Re-enter” and tap  
7. Tap END to hang up.  
to erase and re-enter the number.  
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Changing the Message Search Order  
You can change the order in which you retrieve your messages based on the date and  
time you receive them. When more than one message is left in your mailbox, they are  
available for you to access in the order you specify. The search order, can be config-  
ured as first in/first out, or last in/first out.  
NOTE: If E-Mail Reader is enabled for your mailbox, when you change the message  
search order, your changes apply to your voice mail, e-mail, and fax messages.  
To change the message search order:  
1. Access your mailbox as described on page 22.  
4
2. Say “Personal” or tap  
to select the Personal Options Menu.  
9
3. Say “More” or tap  
for More Options.  
2
4. Say “Order” or tap  
for the Message Search Order.  
5. Select one of the following options:  
1
Say “New” or tap  
to change the search order for new messages.  
Say “Saved” or tap 2 to change the search order for saved messages.  
6. Your current message search order is played. Select one of the following  
options:  
1
Say “First” or tap  
First Out).  
Say “Last” or tap  
to retrieve the earliest-received messages first (First In/  
to retrieve the latest-received messages first (Last In/  
to return to the Personal Options Menu without mak-  
2
First Out).  
Say “Cancel” or tap  
ing changes.  
7. Tap END to hang up.  
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Programming Remote Messaging  
NOTE: The Remote Messaging feature is available only if it is enabled for your mail-  
box. Contact your voice mail administrator to see if this feature is enabled for your mail-  
box.  
ALSO: The remote messaging feature is supported for voice mail messages only. If E-  
Mail Reader is enabled for your mailbox, you cannot use remote messaging for e-mail  
and fax messages.  
With Remote Messaging, you can program voice mail to call you when your mailbox  
receives new voice mail messages. Using a “cascade” (a series of up to nine telephone  
numbers), voice mail will call each number until it successfully connects to a device  
(e.g., pager, answering machine, etc.).  
Because your mailbox can have a primary and an alternate cascade of numbers, you  
can program a cascade to be used during specific days and times. For example, if you  
want to be paged when you receive a voice mail message from 5-10 PM on weekdays,  
you can set up a primary cascade. If you also want to receive pages for messages  
marked “priority” on the weekends, you could set your alternate cascade for all day  
on Saturdays and Sundays.  
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To set up remote messaging for voice mail messages (if enabled):  
1. Access your mailbox as described on page 22.  
4
2. Say “Personal” or tap  
to select the Personal Options Menu.  
5
3. Say “Remote” or tap . You have the following options:  
1
Say “Primary” or tap  
Say “Alternate” or tap  
to set up a primary cascade.  
to set up an alternate cascade.  
2
1
4. Say “Level” or tap  
and then say or enter the number (1-9) of the level you  
wish to program. You then have the following options:  
To set up or change an extension or outside number:  
2
Say “Number” or tap  
.
1
EITHER, say “Internal” or tap  
for an extension number.  
2
OR, say “Outside” or tap  
for an outside number.  
Say or enter the number.  
To set up or change pager notification:  
1
Say “Pager” or tap  
.
2
Say “Personal” or tap  
.
1
Say “Change” or tap  
to enable or disable the number.  
3
5. Say “Days” or tap . Then select one of the following:  
1
Say “Weekdays” or tap  
for Monday-Friday.  
2
Say “Days” or tap  
for all days.  
3
Say “Day” or tap  
to select individual days. You are prompted to say or  
tap numbers 1-7 which correspond to the days Sunday through Saturday.  
2
6. Say “Time” or tap  
. Then say or enter the times you want the message notifi-  
cation to start and stop. Enter or say the times with two digits for the hour and  
two digits for the minutes (e.g., 0900 = 9:00). If entering the time in 12-hour for-  
mat:  
1
Say “AM” or tap  
Say “PM” or tap  
for AM.  
for PM.  
2
NOTE: For 24-hour notification, program the starting and ending times to be  
the same.  
4
7. Say “Category” or tap . You have the following options:  
1
Say “All Messages” or tap  
for all messages.  
2
Say “Priority” or tap  
for priority messages only.  
#
8. Hang up or tap  
to save the settings and exit.  
NOTE: If for some reason voice mail is not able to use your remote notification, your  
mailbox will receive a message stating that notification could not be completed.  
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Screening Calls  
If desired, you can screen calls that are transferred from voice mail. This allows you  
to accept and/or refuse specific calls. Depending on the call screening transfer method  
you select (see page 32), calls from voice mail may be unannounced, announce only,  
or screened.  
When your mailbox is programmed for screened calls, you have the following options  
when you receive a transfer:  
#
Say “Accept” or tap  
Say “Replay” or tap  
to accept the call.  
1
to replay the announcement.  
2
Say “Voice Mail” or tap  
to send the call to voice mail.  
3
Say “Forward” or tap  
to another extension.  
and then enter the extension number to forward the call  
Say “Refuse” or tap  
to refuse the call.  
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37  
   
Using the Voice Mail Directory  
With the voice mail directory, subscribers and non-subscribers can use ASR (if  
enabled) or dialpad digits to search for names in the directory. Subscriber names are  
automatically added to the directory when their mailbox is initialized. ASR may not  
be able to locate names that are pronounced differently than they are spelled. For  
these types of names, use the alternate search method of spelling the name using the  
endpoint dialpad digits.  
You begin a search by dialing the system voice mail extension and selecting the direc-  
tory option. You are prompted to say or spell the name of the mailbox user you want  
to search for. For example, if you say the name John, the system locates all of the sub-  
scribers with the first or last name of John. The list of names returned might include  
the names John Smith, John Jones, John Nielson, David John, Robert John, etc.  
When one to 10 matches are located, you can browse the list of returned names by  
selecting the Previous (say “Previous” or tap  
) and Next (say “Next” or tap  
)
1
3
options. The directory lists are circular. That is, when the end of the list is reached, the  
next name played will be the first name in the directory. When the correct name is  
played say “Yes” or tap  
to select it.  
#
If the system locates more than 10 matches, you can either browse the list using the  
options mentioned above, or filter the list by responding to the filtering questions gen-  
erated by the system. Based on your responses, the system filters the list to include  
first or last name matches only. If the system cannot locate an exact match, it returns  
the closest match found.  
To use the dialpad buttons to spell a name: When prompted, tap a single digit on  
your endpoint dialpad for each letter or character entered. For example, dialpad button  
2
3
5
6
shows ABC, button  
shows DEF, etc. To enter “JONES,” you would tap  
6
3
7
7
9
1
. Tap  
for “Q”,  
for “Z”, and  
for punctuation marks.  
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To perform a directory search:  
1. Dial the voice mail number.  
2. Say “Directory” or tap  
.
#
3. Say the last name of the person you are searching for or tap the appropriate dial-  
pad buttons to spell the name (see page 38).  
If 10 or fewer matches are located, you can access and browse the list immedi-  
ately (see step 4.)  
If the list contains more than 10 matches, you have the option to browse or filter  
the list. (skip step 4. and see step 5.)  
4. If 10 or fewer matches are located, you have the following options:  
Say “Yes” or tap  
to accept the name that is played.  
#
Say “Previous” or tap  
to browse to the previous name in the list.  
1
Say “More” or tap  
Say “Next” or tap  
Say “New” or tap  
to hear more information about the subscriber.  
to browse to the next name in the list.  
to search for a new name.  
2
3
4
Say “Cancel” or tap  
5. If more than 10 matches are located, the system prompts you to browse or filter  
to exit the directory.  
*
the list. Do one of the following:  
Say “Yes” or tap  
Say “No” or tap  
to browse the list. (See step 4. for options).  
to select the filter option and then respond to one of the  
1
2
following filter questions:  
The system begins by asking you if the name you are searching for is the  
1
last name. If it is, say “Yes,” tap  
name.  
, say the last name, or spell the last  
If you did not respond to the first question, the system asks if the name  
you are searching for is the first name. If it is, say “Yes,” tap , say the  
1
first name, or spell the first name.  
After the list has been filtered by first or last name, a smaller list of names is  
returned. You can then browse the list and select the appropriate name (see step  
4.)  
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Working in Hunt Groups  
Your system may be programmed with “hunt groups.” Hunt groups are groups of end-  
points that share a common extension number in addition to having individual exten-  
sion numbers. This allows someone to call anyone in the group (using the common  
extension) or a specific member (using the individual extension). The members of  
these groups and the common extension(s) are programmed by your system adminis-  
trator.  
Calls are distributed through a hunt group based on a pre-programmed list of end-  
points and send to the endpoints where hunt group members are logged in.  
NOTE: Only your system administrator can turn on/off hunt group calls or log in to/out  
of the hung group on your Model 8601.  
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USING E-MAIL READER  
Enterprise Messaging (EM) is the voice processing system that provides advanced  
messaging features with the E-mail Reader feature. This section provides information  
and instructions about advanced mailbox tasks for users who have E-Mail Reader  
enabled for their mailbox.  
If your mailbox does not have E-Mail Reader enabled, you have a standard voice  
mailbox (see page 5). The instructions for many voice mail tasks are identical for  
standard voice mailbox and advanced mailbox users, therefore, the instructions for  
these common mailbox tasks are not repeated in this section.  
See the following pages for common mailbox tasks:  
Initializing your mailbox (see page 9)  
Recording your personal greetings (see page 10)  
Recording your voice mail directory name (see page 11)  
Accessing your mailbox (see page 22)  
Disabling and enabling ASR (see page 23)  
Accessing voice mail messages (see page 24)  
Recording and sending voice mail messages (see page 27)  
Canceling unheard voice mail messages (see page 29)  
Changing your mailbox password (see page 30)  
Changing the call screening transfer method (see page 32)  
Programming a fax destination (see page 33)  
Changing the message search order (see page 34)  
Programming remote messaging (see page 35)  
Screening calls (see page 37)  
Using the voice mail directory (see page 38)  
NOTE: For a voice mail flowchart for standard mailbox users, see page 59.  
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E-Mail Reader Features  
When E-Mail Reader has been enabled for your mailbox, you have the advanced  
mailbox. The advanced mailbox unifies your local voice mail messages and your  
remote fax and e-mail messages in one convenient location. E-mail Reader uses Text-  
to-Speech (TTS) capabilities to convert the text in an e-mail message to a .wav file.  
If E-Mail Reader is enabled for your mailbox, you can access voice mail, e-mail, and  
fax messages in your mailbox using your endpoint.  
When you access an e-mail message in your mailbox, E-Mail Reader first announces  
your e-mail according to the envelope options that you set (see page 51). Then, after  
the envelope is played, E-Mail Reader reads the text in the body of the message. Once  
you have listened to your e-mail, you can access additional options to reply, forward,  
save, or delete the message (see page 46).  
When you access a fax message, E-Mail Reader announces the fax envelope accord-  
ing to the envelope options that you set (see page 51). Because a fax message is  
received by your e-mail account as an attachment to an e-mail message in the form of  
a .tif file, E-Mail Reader cannot read the text in the body of the fax. To view the  
fax and read it, you must access it from your e-mail account. With your advanced  
mailbox you can save, delete, and forward a fax (to another fax machine) using the  
available menu options, when prompted (see page 49).  
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Using Your Advanced Mailbox  
After you set up your mailbox (see page 9), you can use personal or system greetings  
to let callers know if you are out of town, on a call, etc. You can send messages to  
individuals and to a group of people if your voice mail administrator has programmed  
a name for the group. In addition, various options allow you to customize your mail-  
box, manage your messages, and screen your calls. To allow the system to retrieve e-  
mail and fax messages from your e-mail account, you must first set up your e-mail  
password (see page 44).  
When you access your mailbox (see page 22), the system announces how many new  
and saved voice mail, fax, and e-mail messages you have in your mailbox. You can  
choose which type of message you want to access by selecting voice mail, fax, or e-  
mail from the main subscriber menu.  
Main menu options include the following:  
1
To access voice mail messages: Say “Voice Mail” or tap  
.
2
To record voice mail messages: Say “Record” or tap  
.
3
To access e-mail messages: Say “E-Mail or tap  
.
4
To access personal mailbox options: Say “Personal” or tap  
.
5
To access message options: Say “Options” or tap  
.
6
To access facsimile messages: Say “Facsimile” or tap  
.
8
To disable ASR (for that call only): Say “Disable” or tap  
.
At any menu level, you can say “Cancel” or tap  
to cancel or return to the previous  
#
menu or say “Accept” or tap  
mailbox users, see page 52.  
to accept. For a voice mail flowchart for advanced  
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Setting Up Your E-Mail Password  
When E-Mail Reader is enabled for your mailbox, the EM system prompts you to  
enter your e-mail password after you or your voice mail administrator do one of the  
following:  
Set up your mailbox (see page 9)  
Change your e-mail password for your e-mail client  
To access your e-mail and fax messages from your advanced mailbox, you must set  
up your e-mail password. While completing the setup, you cannot use Automatic  
Speech Recognition (ASR) if it is enabled for your voice mail system. To prevent oth-  
ers from overhearing your password, you must use the dialpad digits on your endpoint  
to set up your e-mail password.  
When setting up your password, the number of times you tap a button determines  
which character is entered, as shown in the table on the following page. Notice that  
the capital letters and lower case letters require different button taps. As you tap the  
buttons, the system announces the current character to you. For security reasons, it is  
recommended that you use the handset and not the speakerphone when you set up  
your e-mail password.  
E-mail passwords are case-sensitive and your entry must match your e-mail password  
exactly. Also, your e-mail password cannot include any characters that are not  
included in the table on the following page, and cannot exceed 40 characters. In addi-  
tion, your e-mail administrator can set further restrictions for password length,  
allowed characters, number of attempts etc. Check with your administrator if you  
encounter any difficulties setting up your e-mail password.  
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To enter your e-mail password (see table below):  
1. Access your mailbox as described on page 22. The system announces that it was  
unable to retrieve your e-mail and fax messages, and gives you the following  
options:  
#
Say “Continue” or tap  
mail messages.  
Say “Password” or tap  
to access your mailbox without access to your e-  
to enter your new e-mail password.  
1
NOTE: If your system uses an e-mail server and a separate fax server, you  
are prompted twice.  
2. When prompted, enter your e-mail password using the dialpad digits, and then  
#
tap  
. (Refer to the table below to determine which buttons correspond to the  
characters in your e-mail address.)  
3. Your new password is played. You have the following options:  
#
Say “Accept” or tap  
Say “Re-enter” or tap  
4. Tap END to hang up.  
to accept.  
to erase and re-enter the password.  
3
NUMBER OF TIMES BUTTON IS TAPPED  
BUTTON  
1
2
3
4
5
6
7
8
9
1
2
3
4
5
6
7
8
9
0
1
a
d
g
j
-
&
c
f
(
)
_
space*  
b
e
h
k
2
3
4
5
6
s
8
z
.
A
D
G
J
B
E
H
K
O
Q
U
X
+
C
F
I
!
i
*
l
#
M
7
?
9
,
L
m
p
t
n
q
u
x
o
r
N
P
T
W
/
R
V
Y
S
Z
v
y
:
w
0
@
*Tap  
seven times for a blank space.  
1
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45  
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Accessing E-Mail Messages  
NOTE: By default, the message lamp on your endpoint lights when you receive a new  
voice mail message. Although the lamp can be programmed for other functions, it can-  
not be programmed to indicate that you have received a new e-mail message.  
If you have an advanced mailbox you can access e-mail messages by choosing option  
three from the main menu. E-Mail Reader does not distinguish between conventional  
e-mail messages and meeting invitations and responses, such as those created with  
®
®
Microsoft Outlook . Therefore, e-mail messages and meeting messages (including  
invitations, cancellations, and responses) can all be accessed by selecting option three  
on the main menu. Envelope settings and options are identical for e-mail and meeting  
messages, however, you can only accept, tentatively accept, and decline meetings  
using your e-mail application.  
When you access your e-mail messages, E-Mail Reader first announces the message  
according to the envelope options you select (see page 51). Then E-Mail Reader reads  
the text in the body of the message. After you access your message you can replay the  
message, listen to the next or previous message, replay the message envelope, save  
the message, or delete the message. In addition, you can reply to the message or for-  
ward a copy to another recipient.  
When you select the reply option, you are prompted to record a message and your  
reply is sent as an attachment in the form of a .wav file. If the e-mail has multiple  
recipients, you have the option of replying to just the sender, or to all of the recipients.  
When you forward an e-mail message, the e-mail is converted to a fax and forwarded  
to the fax destination telephone number you specify.  
NOTE: The body of Outlook meeting messages contain links that E-Mail Reader inter-  
prets as text. These links are displayed if you are using a third-party mail application or  
Outlook Express, but they are hidden in Outlook.  
For example, Sally User’s supervisor creates a Sales Team meeting invitation in Out-  
look and sends it to Sally. Sally accepts the meeting and in the body of her acceptance  
e-mail she writes, “I’m looking forward to attending.” When Sally’s supervisor access  
Sally’s meeting acceptance using E-Mail Reader, the e-mail is announced according to  
the supervisor’s e-mail envelope preferences. Then E-Mail Reader reads Sally’s written  
response followed by the hidden link inserted by Outlook, “I’m looking forward to attend-  
Accepted%3A%20Sales%20Team%20Meeting-5.EML.”  
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To access e-mail messages and the associated options:  
1. Access your mailbox as described on page 22.  
3
2. Say “E-Mail” or tap  
to listen to your e-mail messages. Then select one of the  
following:  
1
Say “New” or tap  
Say “Saved” or tap  
to listen to new messages.  
to listen to saved messages.  
3
NOTE: If you have a large number of e-mail messages in your in-box (for  
example, more than 500 messages) you may experience a delay (hear  
silence) before the first message is played.  
3. After the e-mail envelope is played, E-Mail Reader reads the body text of the e-  
mail message. While you are listening to a message, you can use the following  
options:  
#
Say “Skip” or tap  
to skip to the end of the recording.  
1
Say “Back up” or tap  
to “rewind” a few seconds and replay the message.  
2
#
Say “Pause” or tap  
to pause. Say “Continue” or tap  
to continue.  
3
Say “Forward” or tap  
to skip ahead.  
4
Say “Lower” or tap  
to lower the volume.  
5
Say “Envelope” or tap  
to play the message envelope.  
6
Say “Higher” or tap  
to raise the volume.  
9
Say “Delete Message” or tap  
Say “Cancel” or tap  
to delete the message.  
to return to the previous menu.  
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4. When E-Mail Reader has finished reading the e-mail the message is marked as  
saved and you have the following options:  
1
Say “Replay” or tap  
Say “Reply” or tap  
to replay the message from the beginning.  
to reply to the message. If the e-mail message had  
2
more than one recipient, you have the following options:  
1
Say “Everyone” or tap  
to reply to all recipients.  
2
Say “Sender” or tap  
to reply to the sender.  
to hear all recipients.  
3
Say “Hear” or tap  
NOTE: See page 27 for recording and delivery options.  
3
Say “Forward” or tap  
to forward a copy of the message to a fax destina-  
tion. Then say or enter the fax destination number. The system plays the fax  
destination number. Select one of the following:  
#
Say “Yes” or tap  
to verify the number. The system announces that  
the fax is scheduled for delivery.  
Say “No” or tap to start over.  
NOTE: You cannot forward an e-mail message to a mailbox or group list.  
When you forward an e-mail message, the e-mail is converted to a fax and for-  
warded to the fax destination telephone number that you specify.  
4
Say “Previous” or tap  
to listen to the previous message.  
5
Say “Envelope” or tap  
to play the introductory message envelope (see  
page 51 for programming instructions).  
6
Say “Next” or tap  
Say “Save” or tap  
to listen to the next message.  
to save the message.  
7
9
Say “Delete Message” or tap  
to delete the message.  
NOTE: You may be prompted to confirm deleting the message. Say “Yes” to  
delete the message or “No” to cancel the request to delete the message.  
5. Tap END to hang up.  
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NOTE: By default, the message lamp on your endpoint lights when you receive a new  
voice mail message. Although the lamp can be programmed for other functions, it can-  
not be programmed to indicate that you have received a new fax message.  
When you access a fax message using option six on the main menu, E-Mail Reader  
announces the fax message according to the envelope options that you selected (see  
page 51). E-Mail Reader does not have the capability to read the text in a fax. You  
can, however, save, delete, and forward a fax (to the fax number that you specify)  
using the associated options.  
To access fax messages and the associated options:  
1. Access your mailbox as described on page 22.  
6
2. Say “Facsimile” or tap  
to access your fax messages. Then select one of the  
following:  
1
Say “New” or tap  
Say “Saved” or tap  
to listen to new messages.  
to listen to saved messages.  
3
3. After the fax envelope is played, you have the following options:  
3
Say “Forward” or tap  
to forward a copy of the message to another desti-  
nation. Then say or enter the fax destination number. The system plays the  
fax destination number. Select one of the following:  
#
Say “Yes” or tap  
to verify the number. The system announces that  
the fax is scheduled for delivery.  
Say “No” or tap  
to start over.  
4
Say “Previous” or tap  
to listen to the previous message.  
5
Say “Envelope” or tap  
to play the introductory message envelope (see  
page 51 for programming instructions).  
6
Say “Next” or tap  
Say “Save” or tap  
to listen to the next message.  
to save the message.  
7
9
Say “Delete Message” or tap  
to delete the message.  
NOTE: You may be prompted to confirm deleting the message. Say “Yes” to  
delete the message or “No” to cancel the request to delete the message.  
4. Tap END to hang up.  
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Recovering Deleted Messages  
Recovering deleted messages varies based on media type. If you delete a voice mail  
message, you can retrieve it within a specific time frame (up to 24 hours, programmed  
by your voice mail administrator). The specified time frame for retrieving deleted e-  
mail and fax messages is determined by the Exchange administrator. Once you  
recover a deleted message, it is then restored to your saved-message queue. Deleted  
voice mail, e-mail, and fax messages that are not recovered within the specified time  
frames are automatically erased.  
NOTE: Contact your system administrator if you want to know how long you have to  
recover deleted messages.  
To recover deleted messages:  
1. Access your mailbox as described on page 22.  
5
2. Say “Options” or tap  
3. Say “Recover” or tap  
for Message Options.  
to access undelete options.  
2
4. Specify which media type you would like to recover. Your options are:  
1
Say “Voice Mail” or tap  
to recover a voice mail message.  
2
Say “E-Mail” or tap  
to recover an e-mail message.  
3
Say “Facsimile” or tap  
to recover a fax message.  
1
5. EITHER, Say “Listen” or tap  
to listen to your deleted messages and choose  
which ones to recover. After each message you can:  
1
Say “Replay” or tap  
Say “Reply” or tap  
to replay the message.  
to reply to the message.  
2
3
Say “Forward” or tap  
Say “Previous’ or tap  
Say “Envelope” or tap  
to forward the message.  
to listen to the previous message.  
to play the message envelope.  
4
5
6
Say “Next” or tap  
to listen to the next message.  
7
Say “Recover” or tap  
OR, say “Recover” or tap  
to recover the message.  
to recover all deleted messages.  
2
3
OR, Say “Purge” or tap  
to permanently delete all deleted messages.  
6. Tap END to hang up.  
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Changing Message Envelopes  
When you receive a voice, fax, or e-mail message, a message “envelope” is played.  
The envelope can include the time and date the message was left, the source of the  
message, and additional information that is associated with the media type. Common  
envelope options for voice mail, e-mail, and fax include:  
Time and Date: The time and date the message was received.  
Source: The source of the voice, e-mail, or fax message.  
These envelope options vary by media type:  
Length: The recorded time, in minutes, for voice messages.  
Subject: The text in the subject field for e-mail messages.  
Pages: The number of pages included in the fax attachment.  
By default, all of the envelope options are enabled for each type of message. How-  
ever, you can change your envelope options, as described below.  
To change and save your message envelope:  
1. Access your mailbox as described in Mailbox Access on page 22.  
4
2. Say “Personal” or tap  
3. Say “Envelope” or tap  
to select the Personal Options Menu.  
to select the Message Envelope Options Menu.  
4
4. Select the media type you would like to change:  
1
Say “Voice Mail” or tap.  
.
2
Say “E-Mail” or tap  
.
3
Say “Facsimile” or tap  
.
5. You can then do any of the following:  
1
Say “Time, Date” or tap  
to enable or disable the time and date options.  
2
Say “Source” or tap  
to enable or disable the message source option.  
3
For voice mail, say “Length” or tap  
to enable or disable the message  
length option.  
3
For e-mail, say “Subject” or tap  
to enable or disable the subject option.  
3
For faxes, say “Pages” or tap  
to enable or disable the pages option.  
4
Say “All Options” or tap  
to enable all options and return to the Personal  
Options Menu.  
5
Say “None” or tap  
to disable the entire envelope and return to the Per-  
sonal Options Menu.  
#
Say “Accept” or tap  
Say “Cancel” or tap  
6. Tap END to hang up.  
to accept the changes.  
to return to the Personal Options Menu.  
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Voice Mail Flowchart (Advanced Mailbox)  
NOTE: At any menu level, you can say “Cancel” or tap  
to cancel or return to the previous menu  
#
or say “Accept” or tap  
to accept.  
MAILBOX ACCESS  
ACCESSING MESSAGES  
Note: Options vary by media  
type.  
EITHER, Tap the Message  
button to respond to a mes-  
sage from voice mail.  
PERSONAL OPTIONS  
1
Record “Greeting”  
OR, Call the voice mail  
While the message is playing:  
1
2
3
“Primary” Greeting  
“Alternate” Greeting  
“System” Greeting  
extension number, say  
1
2
3
4
5
6
7
9
#
“Back Up”  
“Login” or tap  
, and say  
or enter your mailbox num-  
ber.  
“Pause”  
Enter your password  
Move “Forward”  
“Lower” (volume)  
Play the “Envelope”  
“Higher” (volume)  
“Save” the Message  
“Delete” the Message  
“Skip” to the End  
(See Recording Options)  
(tap  
).  
#
2
3
Record Directory “Name”  
(See Recording Options)  
SUBSCRIBER MAILBOX MENU  
Record “Password”  
1
2
3
4
5
6
8
“Voice Mail”  
4
Change “Envelope” Settings  
“Record”  
1
2
“Time, Date”  
“Source”  
“E-Mail”  
“Personal” Options  
“Options” Message Options  
“Facsimile”  
3
“Length/Subj./Pages”  
“All Options”  
“None”  
After the message:  
4
5
1
2
3
4
5
6
7
9
“Replay” Message  
“Reply” to the Message  
“Forward” a Copy  
“Disable” ASR  
5
9
“Remote” Messaging  
1
2
“Primary” Cascade  
“Alternate” Cascade  
Go to “Previous” Message  
Play the “Envelope”  
Go to “Next” Message  
“Save” the Message  
“Delete Message”  
RECORDING A MESSAGE  
“More” Options  
Dial the mailbox number,  
reply to a message, or for-  
ward a message.  
1
2
5
Fax “Number”  
Message “Order”  
“Transfer” Method  
“Record” your message.  
2
Pause  
#
3
“Continue”  
MESSAGE ORDER  
“New” Messages  
“Saved” Messages  
TRANSFER METHOD  
REMOTE MESSAGING  
1
2
Note: Applies to voice mail only.  
Erase  
1
Program Cascade “Level”  
After recording:  
Replay”  
Enter cascade level number, then:  
1
2
3
4
9
1
2
3
“Change”  
“Personal” #  
“Append”  
1
2
3
“Unannounced”  
“Screened”  
“Erase,” re-record  
“Copy”  
“Pager” #  
“Announce” Only  
2
3
Enter “Time” of Day  
Set “Days” of Week  
“Weekdays”  
Delivery “Options”  
MESSAGE OPTIONS  
DELIVERY OPTIONS  
Note: Options vary by media  
type.  
1
2
3
1
2
3
#
“Private”  
“Certified”  
“Priority”  
“Send”  
All “Days”  
1
Cancel “Unheard” Messages  
“Recover”DeletedMessages  
Individual “Day” 1-7  
2
4
Select Message “Category”  
1
2
3
“Voice Mail”  
“E-Mail”  
1
2
“All Messages”  
“Priority” Messages  
Send and Exit  
Hang Up  
“Facsimile”  
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TROUBLESHOOTING  
The following table lists some possible problems that you may encounter when using  
the Model 8601.  
Problem  
Probable Cause  
Solution  
The Model 8601 does not The PDA is not getting a signal Move closer to the access point.  
start.  
from the wireless access point. Verify that you have access to the  
Internet.  
The status remains “Con-  
necting...”  
The network connection is not  
active.  
Consult your system administrator.  
A register error message  
is displayed.  
The network settings are not  
properly programmed.  
The Model 8601 does not The PDA is not responding.  
recover from fault condi-  
tion  
Restart the PDA, as described  
below:  
1. Select Memory in the Start\Set-  
tings\System.  
2. Tap the Running Programs  
tab.  
3. Stop all existing applications,  
including the Model 8601, then  
tap OK.  
4. Press the Reset button. The  
PDA should automatically be  
rebooted.  
If the problem still exists, consult  
your system administrator.  
Audio quality is bad.  
Audio is choppy.  
You may not be using a head-  
set.  
Use a headset.  
The Pocket PC microphone  
Try using a headset. If the pro-  
picks up background noise and gram still exists, consult your sys-  
sends it to the telephone sys-  
tem.  
tem administrator.  
You cannot answer calls.  
The Handsfree On/Off station  
flag is not disabled in Inter-Tel’s  
database programming.  
Consult your system administrator.  
A call gets dropped sud-  
denly while on a call.  
The PDA goes into stand-by  
mode and loses its network  
connection.  
Disable the stand-by mode on the  
PDA.  
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FREQUENTLY ASKED QUESTIONS  
This section includes some of the most frequently asked questions. If you have prob-  
lems with your endpoint or voice mailbox, refer to this section before you contact  
your system administrator or your local Inter-Tel reseller.  
Q1.  
A1.  
How can I retrieve messages if I dont know the password for my voice mail?  
Try using your extension number, which is your default password. Or, maybe you  
#
don’t have a password, in which case tapping  
is all you need to do. If these  
options don’t work, contact your system administrator, who can change or erase the  
password for you. You can then retrieve your messages and reset the password, if  
desired (see page 30).  
Q2.  
A2.  
Why cant I retrieve deleted messages?  
Voice mail may have erased your message. After a programmed amount of time has  
lapsed, up to 24 hours, voice mail automatically erases all deleted messages. If you  
attempted to undelete a voice mail within this time frame but you were still unsuc-  
cessful, your voice mail system may not have sufficient space programmed to store  
deleted messages. Or, your telephone system may not be using a software version that  
supports this feature. Contact your system administrator to determine if this feature is  
available.  
Q3.  
A3.  
How can I set the number of rings that are allowed before the call is sent to voice  
mail?  
Only your system administrator can change the number of rings.  
Q4.  
A4.  
How can I change the name displayed on my Model 8601?  
Only your system administrator can change the name on the display.  
Q5.  
A5.  
Can I leave a silent message for a Model 8601 extension?  
Yes. When the message is left, the display shows “You have xx message(s).” (where  
the xx indicates the number of the message that you have). See page 14.  
Q6.  
A6.  
Does the Model 8601 support any other language, such as Spanish or Japanese?  
No. The Model 8601 supports English only.  
Q7.  
A7.  
Can I use account codes with my Model 8601?  
No.  
Q8.  
A8.  
Can I forward calls from a Model 8601 extension to another extension or outside number?  
No. You can only forward calls from your primary extension (the endpoint at your  
desk).  
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Q9.  
A9.  
What PDAs support the Model 8601?  
The Model 8601 is currently supported by the following PDAs:  
®
Compaq iPAQ H3970, 400 MHz  
Compaq iPAQ H3875, 400 MHz  
Dell Axim X5, 400 MHz  
Dell Axim X30, 624 MHz  
®
Hewlett Packard iPAQ H5550, 400 MHz  
Hewlett Packard iPAQ H5450, 400 MHz  
Hewlett Packard iPAQ h4150, 400MHz  
Hewlett Packard iPAQ h4350, 400 MHz  
Hewlett Packard iPAQ PocketPC hx4700, 624MHz  
Hewlett Packard iPAQ PocketPC h6315  
®
Toshiba E800, 400MHz  
Q10.  
A10.  
If I call someone who is in DND, will I see their DND message?  
Yes. The display will show “Busy...”  
Q11.  
A11.  
How many concurrent calls can my Model 8601 handle?  
Two. You can use the SWAP icon to toggle between calls (see page 17).  
Q12.  
A12.  
How many callers can be in a conference call?  
You can establish a conference call with up to three people (including yourself). See  
page 19.  
Q13.  
A13.  
How many calls are listed in the call log? Does it list incoming and outgoing calls? Will I be  
able to call back an incoming call?  
The Call Log can contain up to ten received, ten outgoing, and ten missed calls (30  
calls total). You will be able to call any of the numbers from within the Call Log (see  
page 12).  
Q14.  
A14.  
Can I transfer a call to an outside number?  
Yes. The Model 8601 does not restrict this. Remember that all outside calls require  
you to dial 8 before you dial an outside number.  
Q15.  
A15.  
How many devices can share an extension?  
Up to five SIP endpoints can share the same extension (see page 17).  
Q16.  
If I have a shared extension, can I put the call on hold at a Model 8601 and then pick it up at  
the other SIP endpoint and vice versa?  
A16.  
SIP device on a shared extension cannot see a call placed on hold by another device.  
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Q17.  
A17.  
If I need further assistance, how do I get technical support?  
First, contact your system administrator if you have a question that is not covered in  
this user guide. If you need further assistance, contact your local authorized Inter-Tel  
reseller. All Inter-Tel sales, service, and support are handled at the local level.  
Q18.  
A18.  
A calling party hears ring back tone even though my Model 8601 is not currently  
plugged in.  
Some endpoint operations may yield undesirable responses, such as the one described  
above. This is due to the inherent nature of SIP.  
Q19.  
A19.  
Why cant I use ASR to enter my e-mail password?  
To prevent others from overhearing your password, you must enter it using the dial-  
pad buttons on your endpoint. See page 44 for additional information about entering  
your e-mail password if E-Mail Reader is enabled for your mailbox.  
Q20.  
A20.  
If my e-mail password expires for my e-mail client and I have to change it, do I also  
have to update it for my mailbox?  
Yes. Whenever you change your e-mail password, you will be prompted to update it  
for E-Mail Reader. See page 44 for additional information about entering your e-mail  
password.  
Q21.  
A21.  
Why dont I have e-mail and fax messages in my mailbox?  
If your mailbox is the standard voice mailbox (see page 5), you will not receive e-  
mail and fax messages in your mailbox. To receive these types of messages, E-Mail  
Reader must be enabled for your mailbox. Check with your voice mail administrator  
to see if E-Mail Reader is enabled for your mailbox.  
Q22.  
A22.  
Why do I get the wrong response when I try to complete a task by saying a command?  
Several things affect the system’s response to voice commands. One reason the sys-  
tem may not be responding to voice commands is that Automatic Speech Recognition  
(ASR) may not be enabled on your system. If your system’s voice prompts do not  
include the option to “say” a command, then ASR is not enabled. See page 8 for addi-  
tional guidelines for using ASR.  
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Index  
E-Mail Messages 46  
E-Mail Reader 7, 44  
Emergency Call 18  
cascade levels 36  
A
About Voice Mail  
About Your Endpoint  
Accessing  
e-mail messages 46  
fax messages 49  
F
Accessing Your Mailbox 22  
Advanced Mailbox  
using 43  
voice mail flowchart 52  
Alternate Greeting 10  
Audio Settings 14  
Automatic Speech Recognition (ASR)  
8
Automatic Speech Recognition (ASR)  
7
Features and Operations 17  
Flowchart  
advanced mailbox 52  
standard voice mailbox 59  
Frequently Asked Questions 54  
C
Call Log 12  
Call Screening 32  
Cascade Levels 35  
Changing  
e-mail password 45  
Getting Started  
Greetings 10  
2
passwords  
9
H
personal greeting 11  
Help 15  
the call screening transfer method 32  
your mailbox password 30  
Intercom Calls 18  
9
Connection Status 16  
D
Local Key Tone 15  
Delivery Options 28  
Directories  
M
voice mail 38  
Disabling  
Mailbox Almost Full/Full 22  
Mailbox Password 30  
Making Calls 18  
cascade levels 36  
message envelope options 31  
time/date option 31  
Media 14  
DND (Do-Not-Disturb) 13, 21  
Message Count and Type 22  
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Message Envelope 31  
Message Search Order 34  
Messages 14  
Setting  
personal options 51  
your e-mail password 44  
Messaging, Remote 22  
Muting Calls 19  
Sharing an Extension 17  
SIP (Session Initiation Protocol)  
SIP Endpoint 17  
1
O
Option Menus 12  
Options  
media 14  
P
Password 9, 30  
Tone Settings 15  
Phone 12  
Transfer Method 32  
Transferring Calls  
call log 12  
Troubleshooting 53  
DND 13  
message(s) 14  
speed dial 13  
Placing Calls on Hold 19  
Placing Conference Calls 19  
Preferences 15  
Primary Greeting 10  
Programming  
U
Using  
advanced mailbox 43  
defaults  
9
DND 21  
date and time notification 36  
fax destination 33  
reverse transfer 20  
R
Receiving Calls 18  
Recording  
and sending voice mail messages 27  
administrator  
Voice Mail Directory 38  
voice mail directory name 11  
Redialing Calls 21  
Remote Messaging 22, 35  
Resume 19  
advanced mailbox 52  
Voice Mail Message Envelope 31  
Voice Mail Messages  
Reverse Transfer 20  
recording and sending 27  
recovering deleted 26  
Volume Control Bar 15  
Ring Tones 15, 21  
S
Screening Calls 37  
Selecting Ring Tones 21  
Sending Messages 27  
W
Working in Hunt Groups 40  
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VOICE MAIL FLOWCHART (STANDARD VOICE MAILBOX)  
NOTE: At any menu level, you can say “Cancel” or tap  
to cancel or return to the previous menu  
#
or say “Accept” or tap  
to accept.  
MAILBOX ACCESS  
LISTENING TO MESSAGES  
EITHER, Press the Mes-  
While the message is playing:  
PERSONAL OPTIONS  
Record “Greeting”  
sage button to respond to a  
message from voice mail.  
1
2
3
4
5
6
7
9
#
“Back Up”  
1
OR, Call the voice mail  
extension number, say  
“Pause”  
1
2
3
“Primary” Greeting  
“Alternate” Greeting  
“System” Greeting  
“Login” or tap  
, and say  
Move “Forward”  
“Lower” (volume)  
Play the “Envelope”  
“Higher” (volume  
“Save” the Message  
“Delete” the Message  
“Skip” to the End  
or enter your mailbox num-  
ber.  
Enter your password  
(See Recording Options)  
(tap  
).  
#
2
3
Record Directory “Name”  
(See Recording Options)  
SUBSCRIBER MAILBOX MENU  
Record “Password”  
1
2
3
4
5
8
“New” Message  
“Record”  
4
Change “Envelope” Settings  
1
2
3
4
5
“Time, Date”  
Message “Source”  
Message “Length”  
“All Options”  
“Saved” Messages  
“Personal” Options  
“Message” Options  
“Disable” ASR  
After the message:  
1
2
“Replay” Message  
“Reply” to the Message  
“VoiceMail”Message  
“Call Back”  
1
2
“None”  
5
9
“Remote” Messaging  
“Primary” Cascade  
“Alternate” Cascade  
“More” Options  
Fax “Number”  
RECORDING A MESSAGE  
3
“Forward” a Copy  
1
2
Dial the mailbox number,  
reply to a message, or for-  
ward a message.  
(See Recording Options)  
4
5
6
7
9
Go to “Previous” Message  
“Record” your message.  
Play the “Envelope”  
Go to “Next” Message  
“Save” the Message  
“Delete Message”  
1
2
5
2
#
3
Pause  
Message “Order”  
“Transfer” Method  
“Continue”  
Erase  
After recording:  
Replay”  
MESSAGE ORDER  
“New” Messages  
“Saved” Messages  
REMOTE MESSAGING  
1
2
3
4
9
1
2
1
Program Cascade “Level”  
“Append”  
Enter cascade level number, then:  
“Erase,” re-record  
“Copy”  
1
2
3
“Change”  
“Personal” #  
TRANSFER METHOD  
1
2
3
“Unannounced”  
“Screened”  
Delivery “Options”  
“Pager” #  
2
3
Enter “Time” of Day  
Set “Days” of Week  
“Weekdays”  
DELIVERY OPTIONS  
“Private”  
“Announce” Only  
1
MESSAGE OPTIONS  
1
2
3
2
3
#
“Certified”  
“Priority”  
“Send”  
1
Cancel “Unheard” Messages  
“Recover”Deleted Messages  
All “Days”  
2
Individual “Day” 1-7  
1
2
3
4
“Listen”  
Select Message “Category”  
1
Send and Exit  
Hang Up  
“Recover” All  
“Purge” All  
“All Messages”  
2
“Priority” Messages  
Download from Www.Somanuals.com. All Manuals Search And Download.  
 
Part No. 835.2737  
Issue 2, April 2005  
A946/3848A  
Download from Www.Somanuals.com. All Manuals Search And Download.  

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