Inter Tel Telephone 8524 User Manual

Model 8524/8525/8526  
User Guide  
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QUICK REFERENCE GUIDE TO  
FREQUENTLY-USED FEATURES  
These are the basic instructions for the most frequently-used telephone and  
voice mail features for Inter-Tel endpoints. For detailed information about these  
and other features, refer to the complete instructions in the appropriate user  
guide.  
PLACING AN INTERCOM CALL  
1. Press START and dial an extension number.  
2. If your call goes through handsfree to the called phones speaker, speak after  
you hear a double tone.  
If you hear continuous ringing, wait for the call to be answered.  
3. When finished, press END to hang up.  
PLACING AN OUTSIDE CALL  
1. EITHER, Press START and dial the Outgoing Call feature code (the default  
8
feature code is  
).  
START  
LINE  
1
2
3
4
OR, Press  
and  
+
,
,
, or  
.
2. Dial the desired number. (If you hear a single progress tone, you must dial  
an account code before you can place your call.)  
END  
3. When finished with the call, press  
.
ANSWERING AN INTERCOM OR OUTSIDE CALL  
Press START to answer the call.  
PLACING A CALL ON HOLD  
While on a call, press  
. Press END to hang up or place another call. To  
HOLD  
return to the call, press START , LINE , and then press the flashing line number.  
PLACING AN EMERGENCY CALL  
START  
9
1
1
9
9
9
Press  
and dial  
(in the U.S.) or  
(in Europe) to auto-  
matically place a call to the system’s programmed emergency number. (You do  
8
LINE  
1
2
3
4
not have to press  
or  
+
,
,
, or  
for outside access.)  
© Inter-Tel, Inc. January 2005 printed in US  
Part no. 835.2474-2  
1
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PLACING A CONFERENCE CALL  
5
1. While on the first call, press  
and dial  
to place the call on hold  
FNC  
LINE  
2. Place an intercom or outside call. Then press  
and the flashing line  
number to place the call on hold. (If necessary, repeat this step to place a  
third call on hold.)  
5
3. Press  
and dial  
to join all of the calls together in the conference.  
FNC  
FORWARDING CALLS  
1. EITHER, Press  
,
and dial  
.
START  
FNC  
2
OR, press  
and dial one of the call forwarding feature codes.  
START  
2. Do one of the following:  
To forward to an outside telephone number: Press  
outgoing line, and dial a telephone number.  
To forward to an extension number: Dial the extension number.  
To forward to your voice mailbox: Press and dial  
press to hang up.  
, select an  
LINE  
. Then  
FNC  
6
END  
To cancel call forwarding:  
Press START , FNC and dial 2 , then press # >  
.
RESPONDING TO A WAITING CALL  
If you hear a “call waiting” tone do one of the following:  
EITHER, End the current call by pressing END . When the waiting call  
rings, answer as usual.  
OR, Place the current call on hold by pressing  
. Then answer the wait-  
HOLD  
ing call by pressing LINE and then the flashing line number.  
CHANGING THE VOLUME  
Press VOL once.  
REDIALING A NUMBER  
Press START , FNC , and dial 7 . The number is automatically dialed.  
PAGING  
1. Press START and dial 7 .  
1. Dial the desired zone number (0-9).  
2. After the tone, make your announcement.  
3. Press END to hang up.  
2
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TRANSFERRING A CALL TO ANOTHER EXTENSION  
FNC  
1. EITHER, Press  
and dial  
.
8
OR, Press  
,
, and dial  
to place the call on hold at the  
FNC  
# >  
3
4
6
other phone.  
2. Dial the desired extension number.  
3. Wait for an answer, announce the call, and then press  
to complete the  
END  
transfer.  
If the number is busy, there is no answer, or the transfer is refused, press  
and the flashing line number to return to the caller.  
LINE  
TRANSFERRING A CALL TO AN OUTSIDE NUMBER  
1. Press  
1. Press  
and dial  
and select an outgoing line.  
.
FNC  
8
LINE  
2. Dial the desired telephone number.  
END  
3. Wait for an answer, announce the call, and then press  
.
If the number is busy, there is no answer, or the transfer is refused, press  
and the flashing line number to return to the caller.  
LINE  
TRANSFERRING A CALL TO VOICE MAIL  
1. Press  
and  
.
FNC  
8
2. Dial the voice mail extension number.  
3. EITHER, Dial the desired mailbox number and press  
.
END  
END  
OR, Press  
to send the call to the voice mail menu (so that the caller  
can select the mailbox number).  
USING REVERSE TRANSFER (CALL PICKUP)  
1. Press  
and dial  
.
START  
4
2. Dial the extension number where the call is ringing or holding.  
ACCESSING YOUR MAILBOX  
NOTE: If your voice mail system has Automatic Speech Recognition (ASR)  
capability and it is enabled for your mailbox, you can complete voice mail tasks  
by issuing spoken commands or by pressing dialpad digits.  
1. Dial the voice mail extension number. (You hear the main menu.)  
2. During or after the greeting, say “Login” or press  
to identify yourself  
as a subscriber.  
3. Say or enter your mailbox number.  
4. Enter your mailbox password (if programmed). Then press  
.
# >  
If you reach voice mail when responding to a message, enter your personal pass-  
word, and press  
.
# >  
3
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LISTENING TO VOICE MAIL MESSAGES  
1. Enter your mailbox as described on page 3.  
2. If E-Mail Reader is enabled for your mailbox, say “Voice Mail” or press  
If E-Mail Reader is not enabled for your mailbox, skip this step.  
3. Select one of the following:  
.
1
Say “New” or press  
Say “Saved” or press  
to listen to new messages.  
to listen to saved messages.  
1
3
4. While you are listening to a message, you can use the following options:  
# >  
Say “Skip” or press  
Say “Backup” or press  
Say “Pause” or press  
to skip to the end of the recording.  
to back up.  
to pause. Then press any key to continue.  
to skip ahead.  
to lower the volume.  
to play the message envelope again.  
to raise the volume.  
to save the new message in your mailbox.  
to delete the message from your mailbox.  
1
2
3
Say “Forward” or press  
4
Say “Lower” or press  
5
Say “Envelope” or press  
6
Say “Higher” or press  
Say “Save” or press  
Say “Delete” or press  
7
9
5. When the message has finished playing, you have the following options:  
1
Say “Replay” or press  
Say “Reply” or press  
to replay the message from the beginning.  
to reply to the message.  
2
3
Say “Forward” or press  
Say “Previous” or press  
Say “Envelope” or press  
to forward a copy of the message  
to listen to the previous message.  
4
5
to play the introductory message envelope.  
6
Say “Next” or press  
to listen to the next message.  
7
Say “Save” or press  
to save the new message in your mailbox.  
to delete the message from your mailbox.  
9
Say “Delete” or press  
RECORDING AND SENDING VOICE MAIL MESSAGES  
1. Enter your mailbox as described on page 3.  
2
2. Say “Record” or press  
.
3. Say or enter the mailbox number where you want to leave the message.  
# >  
4. Say “Yes” or press  
to accept the subscriber’s name.  
5. Record your message after the tone.  
# >  
6. When finished, hang up to deliver the message or press  
to access  
more options.  
4
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MESSAGE OPTIONS*  
TELEPHONE SYSTEM AND  
FEATURE CODES*  
VOICE MAIL FEATURE GUIDE  
Below is a summary of the options you can  
use when accessing messages, after playing  
messages, and when recording voice mail  
messages.  
CODE  
FEATURE NAME  
CODE  
324  
FEATURE NAME  
391  
Account Code – All Calls  
Hunt Group Remove/Replace  
390  
326  
327  
328  
329  
375  
376  
361  
360  
350  
313  
355  
357  
356  
358  
5
Account Code – Optional  
ACD Agent Log In  
303  
365  
366  
368  
367  
314  
7
LCD Contrast Control  
Message  
USING VOICE MAIL  
To access your mailbox:  
1. Dial the voice mail extension number.  
ACD Agent Log Out  
ACD Agent Log In/out  
ACD Agent Wrap-up Term.  
Agent Help Request  
Agent Help Reject  
Message - Cancel Msg Left  
Message -Cancel Msg On Endpt.  
Message - Silent  
#
LISTENING TO MSG AFTER MSG PLAYS  
LEAVING MSG  
Replay the  
message  
1
Back Up  
Replay the  
message  
2. Say “Login” or press  
and say or  
Microphone Mute  
enter your mailbox number.  
2
3
4
5
6
7
8
9
*
Pause  
Reply to the  
message  
Append the  
message  
Page  
3. Enter your password and press  
# >  
.
Automatic Intercom Access  
Automatic Line Access  
Automatic Line Answer  
Background Music  
325  
397  
392  
6
Page Remove/Replace  
Program Buttons  
4. Voice mail plays the main menu for your  
mailbox type and guides you through the  
available options.  
Skip forward  
Forward a copy Erase and  
re-record  
Program Station Password  
Queue (Callback) Request  
Record-A-Call  
Lower volume Listen to previ-  
ous msg  
Call Forward All Calls  
Call Forward If Busy  
Call Forward If No Answer  
Call Fwd. If No Answer/Busy  
Conference  
385  
380  
331  
305  
306  
359  
4
STANDARD VOICE MAILBOX MAIN MENU:  
Redial  
Play envelope Play envelope  
TO...  
SAY  
PRESS  
Redirect Call  
Access new voice mail messages  
“New”  
1
Reminder Message  
Reminder Message Cancel  
Remote Programming  
Reverse Transfer  
Increase vol-  
ume  
Listen to next  
message  
Record voice mail messages  
“Record”  
“Saved”  
2
3
4
5
8
Access saved voice mail messages  
Access personal mailbox options  
Access message options  
394  
307  
300  
372  
373  
395  
312  
319  
317  
336  
335  
330  
Default Station  
Save the  
message  
“Personal”  
“Options”  
“Disable”  
Directory  
Display Time And Date  
Do-Not-Disturb On/Off  
Do-Not-Disturb Override  
Feature Button Default  
Group Listen  
396  
377  
398  
382  
383  
354  
381  
399  
346  
345  
Review Buttons  
Disable Automatic Speech Recognition  
Ring Intercom Always On/off  
Ring Tone Selection  
Station Speed Dial  
Station Speed Dial Program  
System Forward On/Off  
System Speed Dial  
Switch Keymap  
ADVANCED MAILBOX MAIN MENU:  
Delete the  
message  
Access deliv-  
ery options  
TO...  
SAY  
PRESS  
Access voice mail messages  
“Voice mail”  
1
Handsfree On/Off  
Cancel  
Record voice mail messages  
Access e-mail messages  
Access personal mailbox options  
Access message options  
Access faxes  
“Record”  
“E-mail”  
2
3
4
5
6
8
Headset On/Off  
Hold – Individual  
#
Skip to end  
Send message  
and exit  
“Personal”  
“Options”  
“Facsimile”  
“Disable”  
Hold – System  
Transfer To Hold  
Hookflash (Recall in Europe)  
Transfer To Ring  
*Message options vary based on media type.  
*Some feature codes may not apply to your endpoint. For a list of feature  
codes specific to your endpoint, consult the user guide.  
Disable Automatic Speech Recognition  
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To turn on Do-Not-Disturb:  
REMOTE FEATURE ACCESS  
DIALPAD CHARACTERS  
7
0
1. Enter  
3
.
Remote Feature Access allows you to change  
your station password, place your endpoint in  
Do-Not-Disturb mode, and forward calls from  
another endpoint or through a special dial-up  
line.  
If you do not hear a tone after each step, or if  
you hear repeating tones, you have made a  
mistake or the feature is restricted. Start over.  
To use Remote Feature Access:  
NUMBER OF TIMES BUTTON IS PRESSED  
BUTTON  
1
2
&
B
E
H
K
N
Q
U
X
3
4
5
1
2
3
4
5
6
7
8
9
2. Enter message number 01-20 (see the  
default DND message list below).  
3. If desired, enter the optional second-line  
message text (see the dialpad character  
chart on the next page).  
1
2
3
4
5
6
7
8
9
-
(
)
A
D
G
J
C
F
I
'
!
*
# or /  
Ñ or #  
S
L
O
R
V
Y
M
P
T
4. Hang up.  
?
To turn off Do-Not-Disturb:  
W
Z
1. EITHER, call _______________ (number  
provided by your system administrator). If  
required, enter your password.  
7
1
Enter  
and hang up.  
3
NOTE: The characters associated with the 5 and 6 dialpad  
digits are dependent on the software version.  
DO-NOT-DISTURB MESSAGES  
To turn on Call Forward:  
1. Enter one of the following Call Forward fea-  
ture codes:  
01 DO-NOT-DISTURB  
02 LEAVE A MESSAGE  
03 IN MEETING UNTIL  
04 IN MEETING  
11 OUT OF TOWN ’TIL  
OR, use any endpoint on the system.  
12 OUT OF OFFICE  
13 OUT UNTIL  
5
9
2. Enter  
3
.
All Calls  
355  
356  
357  
358  
3. Enter your extension number.  
4. Enter your password and press  
14 WITH A CLIENT  
15 WITH A GUEST  
If No Answer  
If Busy  
# >  
.
*
05  
06  
ON VACATION ’TIL  
If No Answer/Busy  
You can now use the features described  
below and at right.  
*
16 UNAVAILABLE  
ON VACATION  
2. Enter an extension number or enter a line  
access code followed by an outside tele-  
phone number.  
07 CALL ME AT  
08 AT THE DOCTOR  
09 ON A TRIP  
17 IN CONFERENCE  
18 AWAY FROM DESK  
19 GONE HOME  
To change the station password:  
9
2
1. Enter  
3
.
3. Hang up.  
2. Enter your current password and press  
10 ON BREAK  
20 OUT TO LUNCH  
# >  
.
*VACATION is replaced by HOLIDAY in European systems.  
To turn off Call Forward:  
3. Enter the new password and press  
4. Enter the new password again for verifica-  
tion and press  
# >  
.
5
5
1. Enter  
2. Press  
3
.
and hang up.  
# >  
# >  
.
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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 8524/8525/8526 endpoints. 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 section on page 89.  
For sales, service, or technical support,  
contact your local authorized Inter-Tel provider.  
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.  
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PRODUCT DISPOSAL INSTRUCTIONS  
This symbol indicates that the product is classified as electrical or  
electronic equipment and should not be disposed of with other com-  
mercial or household waste at the end of its working life. For appro-  
priate disposal and recycling instructions, contact your local recycling  
authority or Inter-Tel provider.  
The Waste of Electrical and Electronic Equipment (WEEE) Directive (2002/96/EC) was established by the  
European Union to minimize negative impact on the environment, control hazardous substances, and curtail  
landfill expansion by using the best available recovery and recycling techniques.  
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About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2  
About Your Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3  
Maintenance and Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6  
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18  
Turning Your Endpoint On and Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18  
Setting Up Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18  
Making and Receiving Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22  
Placing Calls On Hold. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25  
Muting The Microphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25  
Placing Conference Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26  
Transferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27  
Using Reverse Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28  
Forwarding Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29  
Redialing a Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31  
Displaying Information on Your Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31  
Using the Message Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32  
Accessing Your Mailbox. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33  
Disabling and Enabling ASR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34  
Accessing Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35  
Using Do-Not-Disturb Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41  
Using Reminder Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43  
©Inter-Tel, Inc. March 2006 printed in US  
iii  
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Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46  
Setting Endpoint Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46  
Setting Mailbox Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48  
Speed Dialing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54  
Using Record-a-call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57  
Paging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58  
Performing a “Hookflash” During a Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59  
Programming Your Feature Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59  
Using Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61  
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74  
E-Mail Reader Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75  
Using Your Advanced Mailbox. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76  
Setting Up Your E-Mail Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77  
LEARNING MORE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87  
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88  
What the Administrators Can Do for You . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88  
Frequently Asked Questions (FAQ). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89  
Default Feature Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92  
INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97  
iv  
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Finding Your Way  
About Your Endpoint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3  
Dialpad and Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3  
Default Line and Function Buttons . . . . . . . . . . . . . . . . . . . . . . 4  
Basic Button Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5  
Battery Packs & Headset. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7  
The Model 8524/8525/8526 Headset. . . . . . . . . . . . . . . . . . . . 9  
About Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10  
Enterprise Messaging. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12  
Automatic Speech Recognition (ASR) . . . . . . . . . . . . . . . . . . 13  
Model 8524/8525/8526 Endpoints vs.  
Traditional Two-Line Display Endpoints . . . . . . . . . . . . . . . . . . 14  
Tips for Use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15  
Endpoint Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15  
Telephone System Guidelines . . . . . . . . . . . . . . . . . . . . . . . . 16  
®
Inter-Tel Model 8524/8525/8526 User Guide  
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1
   
WELCOME  
Your new Model 8524/8525/8526 endpoint provides access to several features, each  
of which is described in this guide. The About This Guide section below lists the dif-  
ferent sections in this user guide and describes the type of information you can find  
there.  
The Model 8524, 8525, and 8526 function almost identically except for the following:  
The Liquid Crystal Display (LCD) on the Model 8526 lights up when the end-  
point is active (see page 4). The 8524 and 8525 LCDs do not light up.  
The Model 8525 and 8526 include the vibrate function and the Model 8524 does  
not. The vibrate function allows you to use the Vibrator Ring and Vib/Norm ring  
types (see page 46).  
The information in this user guide applies to all three endpoints unless otherwise indi-  
cated.  
ABOUT THIS GUIDE  
This guide contains instructions for using the Model 8524, 8525, and 8526 wireless  
®
digital endpoints on the Inter-Tel telephone system. To help you find information  
quickly, this guide is divided into five separate sections, as indicated by the tabs.  
These sections include the following:  
Finding Your Way: This section provides you with a picture of the endpoint and  
includes general information designed to help you find what you need.  
Getting Started: This section includes basic endpoint and voice mail informa-  
tion, and provides instructions on how to perform everyday tasks, such as  
answering calls, making calls, and using voice mail.  
Moving On: In this section you’ll learn how to use advanced endpoint and voice  
mail features.  
Using E-Mail Reader: This section includes information on how to use the  
advanced messaging features available with E-Mail Reader.  
Learning More: This section outlines how your administrators can help if you  
experience a problem with your endpoint. It also provides you with a list of Fre-  
quently Asked Questions (FAQs) so you can troubleshoot problems and learn  
more about the system.  
In addition, this guide contains a list of default feature codes (see page 92) and an  
index (see page 97) for easy reference.  
NOTE: Because the telephone system is very flexible and programmable, the proce-  
dures for using the features might vary slightly from the descriptions in this guide. If so,  
your trainer or system administrator can tell you how your system differs and how to  
use the features.  
®
Inter-Tel Model 8524/8525/8526 User Guide  
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ABOUT YOUR ENDPOINT  
The Model 8524/8525/8526 endpoints are equipped with several features that allow  
you to perform various functions. These features are discussed on the following  
pages.  
Dialpad and Indicators  
Model 8526  
Model 8524/8525  
EARPIECE  
LCD PANEL  
ENTER EXTENSION  
NUMBER:  
_ _ _ _ _ _ _ _ _ _ _  
ENTER EXTENSION  
NUMBER:  
_ _ _ _ _ _ _ _ _ _ _  
MSG  
MSG  
POWER  
START  
END  
START  
POWER  
END  
PREVIOUS  
NEXT  
LINE  
PREVIOUS  
NEXT  
LINE  
FUNCTION  
HOLD  
FUNCTION  
HOLD  
VOLUME  
VOLUME  
MICROPHONE  
HEADSET JACK  
HEADSET JACK  
MICROPHONE  
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Liquid Crystal Display (LCD)  
ENTER EXTENTION  
NUMBER:_  
Character Display  
F1  
F2  
F3  
A left arrow ( ), F1, F2, F3, and right arrow ( )  
(available only in the Diagnostic Mode.)  
_ _ _ _ _ _ _ _ _  
1 2 3 4 5 6 7 8 9  
NOSVCBATT MSG  
Alarm Symbol: This feature is currently unavailable.  
Line Indicators: dashes (_) and line numbers (1-9)  
Status Indicators:  
STATUS  
INDICATOR  
LINE  
DESCRIPTION  
DESCRIPTION  
INDICATOR  
NOSVC  
You are outside of the cover-  
age area. Walk back into the  
covered area.  
Off  
On hook or not in use.  
Line is in use.  
On  
Slow Blink  
Fast Blink  
Wink  
Line is recalling from Hold or Transfer.  
Line is ringing or camped on.  
Line is on hold.  
BATT  
You will also hear a beep in  
the earpiece. Your battery  
needs to be recharged.  
MSG  
You have a message.  
NOTE: The Liquid Crystal Display (LCD) on the Model 8526 lights up when the endpoint is active  
The 8524 and 8525 LCDs do not light up.  
Default Line and Function Buttons  
LINE BUTTON  
DESCRIPTION (LCD)  
Call 1  
FUNCTION BUTTON  
DESCRIPTION (LCD)  
Mute (MUTE)  
LINE  
LINE  
LINE  
LINE  
LINE  
LINE  
LINE  
LINE  
LINE  
1
2
3
4
5
6
7
8
9
FNC  
FNC  
FNC  
FNC  
FNC  
FNC  
FNC  
FNC  
FNC  
1
2
Call 2  
Forward (FWD)  
Call 3  
Undefined  
3
Call 4  
Undefined  
4
IC (INTERCOM)  
Do-Not-Disturb  
Undefined  
Undefined  
Undefined  
Conference (CNF)  
Message (MSG)  
Redial (REDL)  
5
6
7
Transfer (TRANS)  
System Speed Dial (SYS SPDL)  
Special Button  
8
9
FNC  
FNC  
# >  
Cancel menu display  
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Basic Button Functions  
BUTTON  
FUNCTION  
Power on  
ACTION  
PWR  
PWR  
PWR  
Press and hold  
Press and hold  
until double chirp  
until single chirp  
Power off  
Answer call  
Place call  
Hang up  
START  
START  
Press  
START  
Press  
Press  
, dial number  
, then press  
END  
LINE  
END  
Select line  
START  
LINE  
Press  
(1-9)  
, and then select line number  
Adjust volume during call  
VOL  
VOL  
Press  
while you are talking, to toggle between base  
volume level and a louder volume level  
Put call on hold  
HOLD  
FNC  
HOLD  
Press  
Mute/Unmute microphone  
FNC  
FNC  
1
Press  
Press  
then  
Feature Menus (while end-  
point is in use)  
to display menus. Enter button sequence for  
FNC  
desired feature or function, or press  
to display more  
options.  
User preferences (while end-  
point is idle)  
# >  
0
FNC  
Press and hold  
to display menus  
# >  
Press  
for Next menu item  
(Base Volume, Ring Type)  
Press  
for Previous menu item  
0
Press  
Press  
to Change item  
END  
to Exit menu  
®
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MAINTENANCE AND DIAGNOSTICS  
The endpoints and chargers have been designed to withstand the wear and tear of nor-  
mal use. However, you should avoid dropping the endpoint or knocking it against  
hard surfaces. Carrying the endpoint in a holster or carrying case will help to protect  
it.  
There are no serviceable parts in the endpoints or the chargers. You should not open  
the endpoint case nor disassemble the chargers. Doing so will void your warranty.  
If you experience problems with your endpoint, a diagnostics tool can help you deter-  
mine if your endpoint is operating properly.  
To use the diagnostic tool:  
VOL  
PWR  
1. With the power off, hold down the  
and  
buttons. The serial num-  
ber of the endpoint and the port information will show on the display.  
VOL  
PWR  
2. Release the  
button, then release the  
button. After a few seconds,  
the endpoint will vibrate (Model 8525 and 8526 only) and flash solid squares  
and Zs across the top two lines of the display.  
3. Release the buttons. The display will then flash all the items at the bottom of the  
display. The display should look similar to the one shown on the page 4.  
PWR  
4. To turn the diagnostics off, hold the  
button until you hear one beep.  
If anything is missing from the display, there is something wrong with the endpoint  
and it should be returned to Inter-Tel for repair or replacement.  
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BATTERY PACKS & HEADSET  
The following sections discuss the peripheral equipment used with the Model 8524/  
8525/8526.  
Battery Packs  
The endpoint will need to have its battery pack recharged periodically. The standard  
rechargeable endpoint battery pack gives you two hours of talk time or 40 hours of  
stand-by time. Stand-by time is when the endpoint is turned on, but you are not using  
it.  
If you use your endpoint frequently, a 3.6V 800mAh Nickel Cadmium battery pack  
with twice the capacity of the standard battery pack is available.  
Indications of Low Battery  
The endpoint will notify you when the charge on the battery pack becomes low. If you  
are using the endpoint, the BATT message will display and you will hear a soft beep  
through the ear piece every six seconds. When you notice these signals you have two  
minutes to terminate your conversation or one minute to replace the battery without  
terminating a conversation.  
To replace the battery without terminating a conversation:  
HOLD  
Press  
to place the call on hold.  
Replace the battery.  
PWR  
START  
LINE  
Press  
,
,
, and the fluttering line number to return to the call.  
When the system timer expires (the default is one minute), the call will recall at  
your endpoint.  
If the endpoint is idle, you will hear a brief modulated ring signal and the BATT mes-  
sage will display. Your endpoint will not operate until you replace the battery.  
Depending on the charging equipment you have purchased, you will either place the  
endpoint in a charging stand to charge the battery pack, or you will remove the pack  
from the endpoint and install it on the Quick Charger.  
Setting Up The Chargers  
Both the Charging Stand and the Quick Charger use 120 Volt AC current and operate  
in a 32°’ to 122° F (0° to 40° C) environment. Simply connect the stand or charger to  
an appropriate wall outlet and it’s ready for use.  
To insure proper charging and to prevent damage, the battery pack should be at room  
temperature, 50° to 80° F (10° to 30° C) when you charge it.  
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The Charging Stand  
It takes 12 to 14 hours to fully charge the battery in the Charging Stand, longer if the  
endpoint is not turned off while charging.  
If you have a High Capacity battery (NiMH, with a green label) you cannot charge it  
in the Charging Stand, you must use the Quick Charger.  
Turn your endpoint off before putting it in the charging stand. If placed correctly, the  
light on the charging stand will shine solid green.  
When you are not using your endpoint keep it turned off and in the stand. Do not  
place anything in the Charging Stand other than the endpoint. You might damage the  
contacts. Bent contacts can keep the endpoint from charging.  
The Quick Charger  
The Quick Charger holds a single battery pack and can charge it in approximately an  
hour and a half.  
To remove the battery pack:  
Press down on the tab button above the pack and slide the pack  
toward the bottom of the endpoint until it stops, then lift up.  
To replace the pack:  
1. First properly align the top of the pack with the arrows on  
the label on the back of the endpoint. Maintain gentle pres-  
sure and slide the pack toward the top of the endpoint until  
it clicks into place.  
2. Press the pack down gently. You should not have to force  
it against the endpoint.  
NOTE: Take care not to short the battery contacts on the pack with metal  
objects such as coins, keys or paper clips. Shorting the contacts can cause  
permanent damage.  
To use the Quick Charger:  
Place the battery pack on the charger by gently sliding the pack upward in the stand in  
a manner similar to installing it on the endpoint. If placed correctly, the light on the  
Quick Charger will shine solid green. When the pack is fully charged, the green light  
will begin to flash.  
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The Model 8524/8525/8526 Headset  
Inter-Tel offers optional headsets for use in noisy  
environments or if you need to have your hands free  
while talking on the endpoint.  
To use the headset, simply plug it into the jack on  
the side of the endpoint. The headset is specially  
designed to work properly with the Model 8524/  
8525/8526 endpoint. We do not recommend using  
other headsets.  
Ringing with Headset  
If your headset is plugged in and your ringing mode is set to soft (option 1), you must  
be using the headset to hear ringing.  
Answer A Call  
PWR  
To answer a call when your headset is plugged in, press any button except  
.
Low Headset Volume  
FNC  
To set the low volume level for your headset, plug in the headset. Press  
until  
Volume Level displays. Use the dialpad to enter a volume level from 1 (softest) to 8  
(highest). High volume is automatically set two levels higher than low volume, as  
described on.page 46.  
®
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9
         
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 73 for information and instructions about using E-Mail Reader features.  
For a voice mail flowchart for advanced mailbox users, see page 85.  
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 101.  
®
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 12.  
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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 the Getting Started and Moving On sections of this guide:  
Initializing your mailbox (see page 19)  
Recording your personal greetings (see page 20)  
Recording your voice mail directory name (see page 21)  
Accessing your mailbox (see page 33)  
Disabling and enabling ASR (see page 34)  
Accessing voice mail messages (see page 35)  
Recording and sending voice mail messages (see page 38)  
Canceling unheard voice mail messages (see page 40)  
Changing your mailbox password (see page 48)  
Changing the call screening transfer method (see page 50)  
Programming a fax destination (see page 51)  
Changing the message search order (see page 51)  
Programming remote messaging (see page 52)  
Screening calls (see page 60)  
Using the voice mail directory (see page 64)  
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11  
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 76). For more information about ASR, see page 13.  
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 the Using E-  
Mail Reader section, starting on page 73.  
Consult your voice mail administrator to see if ASR and/or E-Mail Reader is enabled  
for your mailbox.  
NOTE: EM also includes Unified Messaging inbound and outbound faxing capabilities.  
For information and instructions about Unified Messaging features, see Issue 2.3 of the  
Unified Messaging User Guide, part number 550.8121.  
®
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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 press a  
dialpad button to complete a task, then ASR is enabled for your mailbox. If you are  
only prompted to press a dialpad button, ASR is not enabled for your mailbox. If your  
mailbox is not ASR-enabled, you can still navigate the menus and perform tasks by  
pressing the appropriate dialpad buttons 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  
press the dialpad buttons each time.  
Use the handset when issuing spoken commands. Your endpoint’s speaker can  
pick up background noise and other sounds, which may cause the system to mis-  
interpret a command.  
Voice mail command words are shown on display endpoints. If your endpoint has  
a display and you don’t hear the command word when the prompt is announced,  
look at the display for the appropriate voice command.  
When you use the dialpad buttons to complete a task, you are sometimes  
#
prompted to press  
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 press the appropriate dialpad buttons.  
You cannot use ASR to set up your e-mail password (see page 77). For security  
reasons, you must enter your e-mail password characters by pressing the appro-  
priate dialpad buttons. Entering passwords this way prevents others from over-  
hearing 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 buttons; 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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MODEL 8524/8525/8526 ENDPOINTS VS.  
TRADITIONAL TWO-LINE DISPLAY ENDPOINTS  
The Model 8524, 8525, and 8526 endpoints are designed to emulate an Inter-Tel two-  
line display endpoint. Some users may want to use both the Model 8524/8525/8526  
endpoint and a two-line display endpoint. The following are the differences between  
the Model 8524/8525/8526 and two-line display endpoints:  
The extension name and the time and date that normally appear on the display  
endpoint when it is in idle mode will not appear on the display of the Model  
8524/8525/8526. When the Model 8524/8525/8526 is idle, it is actually in  
standby mode. In other words, the endpoint is not receiving a signal from the sys-  
tem. The extension that shows on the display is programmed directly into the  
endpoint. This conserves battery power on the endpoint.  
The dash (-) that shows in the extension is there because of the way the endpoint  
is programmed to deal with 7- and 10-digit numbers. As soon as 5 digits are  
entered it puts in one dash. Once 8 digits are entered, it puts in a second dash.  
The Model 8524/8525/8526 endpoint does not support the Japanese language fea-  
ture.  
The following table lists the button assignments for the two-line display endpoints,  
and the corresponding button assignments for the Model 8524/8525/8526. Note that  
LINE  
1
FNC  
1
L1 =  
, and F1 =  
.
8524/  
8525/8526  
8524/  
8525/8526  
BUTTON  
DISPLAY ENDPOINT  
Call 1  
BUTTON  
DISPLAY ENDPOINT  
1
L1  
11  
Programmable Button 6:  
Undefined  
F4  
2
3
Call 2  
L2  
L3  
L4  
L5  
L6  
L7  
L8  
L9  
F3  
12  
13  
14  
15  
16  
26  
30  
31  
32  
Programmable Button 7:  
CNF  
F5  
Call 3  
Programmable Button 8:  
HOLD  
HOLD  
F8  
4
Call 4  
Programmable Button 9:  
TRANSFER  
5
IC (Intercom)  
Programmable Button 10:  
SYS SPD  
F9  
6
Programmable Button 1:  
Do-Not-Disturb  
Programmable Button 11:  
REDIAL  
F7  
7
Programmable Button 2:  
Undefined  
FWD  
F2  
8
Programmable Button 3:  
Undefined  
SPKR*  
MSG  
START  
F6  
9
Programmable Button 4:  
Undefined  
10  
Programmable Button 5:  
Undefined  
MUTE  
F1  
*This applies to two-line display endpoints only.  
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TIPS FOR USE  
As you can see, your Model 8524/8525/8526 and telephone system come equipped  
with many features. To help you understand what everything means, it is recom-  
mended that you read the following information before you use your endpoint:  
Endpoint Guidelines  
Before you use your endpoint, the battery must be charged. See Battery Packs on  
page 7.  
You can only use your endpoint with your facility’s telephone system. It is not a  
public cellular phone.  
PWR  
START  
END  
The  
button turns the endpoint on and off. The  
and  
buttons  
button, not the  
END  
begin and end calls. When you finish a call, press the  
PWR  
button.  
Keep the endpoint away from your ear when it is ringing.  
The microphone is in the telephone’s lower right corner. This is a sensitive micro-  
phone that works well when the telephone is correctly positioned on your ear.  
There is no need to speak directly into the microphone, but do not cover it with  
your hand or cheek when talking on the endpoint.  
The endpoint’s LCD panel displays information about the status of your endpoint  
and prompts you about features.  
If the endpoints battery is low, you will hear a soft beep and see the BATT mes-  
sage in the display.  
Improper disposal of battery packs can damage the environment. Dispose of bat-  
teries properly.  
You can control the endpoint’s volume level and the type of ring. See Setting  
Endpoint Preferences on page 46.  
To protect the endpoint, use a carrying case.  
NOTE: It is recommended that standard acceptance procedures be followed prior  
to operating this equipment in proximity of life-support systems. To minimize risk of  
interference, pacemaker users SHOULD NOT carry the endpoint next to the pace-  
maker. Operation of the endpoint may produce an audible noise noticeable to hear-  
ing aid users. It is recommended that an Inter-Tel headset be used by a hearing aid  
user.  
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Telephone System Guidelines  
Your telephone system may be programmed for one or two dial tones. Systems  
with two dial tones have one for intercom calls and one for outside calls.  
Many features “time out” if you wait too long before performing the next step. If  
this happens, you must hang up and start again.  
If you hear four fast tones or repeating fast tones, you have pressed an invalid  
button combination, tried to select a restricted line, dialed a restricted or invalid  
number, dialed too slowly between digits, or waited too long before performing  
the next step. Hang up and try again.  
If your endpoint has been reprogrammed by the installer so that its feature but-  
tons do not match the feature buttons described in this user guide, refer to the  
Administrator’s Guide for procedures on using feature codes. Default feature  
codes are listed on the back of this user guide.  
The Handsfree Mode feature code (319) must be turned off. Otherwise, when a  
user receives an incoming call, the endpoint will ring only once and the display  
will show the party’s extension number once and goes back to the idle mode. To  
START  
3
1
9
turn the feature off, press  
and dial  
.
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Disabling and Enabling ASR. . . . . . . . . . . . . . . . . . . . . . . . . . . . 34  
Accessing Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . 35  
Listening to Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35  
Recovering Deleted Voice Mail Messages. . . . . . . . . . . . . . . 37  
Recording and Sending Voice Mail Messages. . . . . . . . . . . . 38  
Canceling Unheard Voice Mail Messages . . . . . . . . . . . . . . . 40  
Using Do-Not-Disturb Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41  
Using Reminder Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43  
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INTRODUCTION  
Now that you know what your Model 8524/8525/8526 endpoint can do, it’s time to  
start using it. In this section, you’ll learn how to make and receive calls, transfer calls,  
retrieve voice mail messages, and much more.  
TURNING YOUR ENDPOINT ON AND OFF  
Power must be on to make or receive calls. If there is no display, power is off.  
To turn the power on:  
PWR  
Push and hold  
until you hear double chirp. Your extension number will dis-  
play. The NOSVC message will display briefly. When it goes out, you are ready to  
make and receive calls.  
To turn the power off:  
PWR  
Push and hold  
until you hear a single chirp. If you accidentally turn your end-  
PWR  
point off during a conversation, you can restore your conversation by pressing  
START  
and then  
, provided the person you are talking to has not hung up.  
SETTING UP VOICE MAIL  
To begin using your mailbox you will need to complete a few basic set-up procedures  
to initialize your mailbox, customize your personal greetings, and record your voice  
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 pressing a dial-  
pad button. See page 13 for ASR guidelines.  
ALSO: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.  
See page 73 for information and instructions about using E-Mail Reader features.  
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Initializing Your Mailbox  
To access voice mail, the first thing you need to do is initialize your mailbox. This  
allows you to change the default password for your mailbox, record your name for the  
company directories, and listen to the voice mail introduction.  
To initialize your mailbox:  
1. Dial the voice mail extension number. (You hear the main menu.)  
2. Say “Login” or press  
3. Say “Login” or press  
4. Enter your mailbox number using the dialpad buttons.  
5. Enter your default password using the dialpad buttons.  
to identify yourself as a subscriber.  
to identify yourself as a subscriber.  
*
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 press  
password.  
when you are done. The messaging system plays back your  
#
If you do not want to use a password, just press  
.
3
6. Say “Accept” or press  
to accept the entry or say “Erase” or press  
to  
#
erase and re-enter your password. The system prompts you to record your direc-  
tory name.  
7. After the tone, record your first and last name.  
8. When prompted, do one of the following:  
#
Say “Accept” or press  
Say “Replay” or press  
Say “Append” or press  
again to accept the name.  
to replay the name you just recorded.  
to add to your name.  
1
2
3
Say “Re-record” or press  
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 pressing  
#
, if desired.  
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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 press  
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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To record/change your personal greeting:  
1. Access your mailbox as described on page 33.  
4
2. Say “Personal” or press  
3. Say “Greeting” or press  
4. Do one of the following:  
to select the Personal Options Menu.  
to record or change your personal greeting.  
1
1
Say “Primary” or press  
Say “Alternate” or press  
Say “System” or press  
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 press  
.
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 press  
Say “Replay” or press  
Say “Append” or press  
Say “Erase” or press  
to accept the greeting.  
to replay the greeting.  
, add to the greeting, and then press  
to erase and re-record the greeting.  
1
2
#
.
3
Say “Cancel” or press  
to exit without changing your greeting.  
*
END  
6. Press  
to hang up.  
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 33.  
4
2. Say “Personal” or press  
to select the Personal Options Menu.  
2
3. Say “Name” or press  
4. Do one of the following:  
Say “Accept” or press  
Say “Replay” or press  
Say “Append” or press  
Say “Erase” or press  
. Your recorded name is played.  
#
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  
1
2
3
#
a tone, record your first and last name. Then say “Accept” or press  
to  
accept your recorded name.  
END  
5. Press  
to hang up.  
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MAKING AND RECEIVING CALLS  
Making and receiving calls is the basic purpose of any endpoint. With your endpoint,  
you can make/receive intercom and outside calls as well as make emergency calls.  
Intercom Calls  
Your extension number allows other people to place intercom calls to you, without  
dialing any extra codes. And, because every endpoint in your telephone system is  
assigned an extension number, you can call other people in your system quickly and  
easily.  
NOTE: Ask your system administrator for a list of extensions.  
Placing Intercom Calls  
To place an intercom call:  
START  
1. Press  
.
2. Dial an extension number.  
3. Wait for the call to be answered.  
END  
4. When finished, press  
to end the call.  
PWR  
NOTE: Do not use the  
button to end a call, because that will turn  
your endpoint off and you will not receive calls until you turn the endpoint  
back on.  
To place a non-handsfree call that will ring at the other endpoint until answered:  
# >  
Press  
before dialing the extension number. (This step is not necessary if you  
programmed your endpoint for the Ring Intercom Always feature described below.)  
To program your endpoint to always send non-handsfree calls using the Ring  
Intercom Always feature:  
START  
3
7
7
Press  
and dial  
. The current status is shown.  
To leave a message if there is no answer or the endpoint is busy:  
FNC  
6
END  
Press  
and dial  
. Then press  
to hang up or wait for their message  
center to answer. (See page 32 for more Message options.)  
NOTE: This option appears only if the called endpoint has a voice mailbox.  
Receiving Intercom Calls  
The endpoint will ring or vibrate (Model 8525 and 8526 only) to alert you. Addition-  
ally, a Line Indicator on the display may flash, and the display may show information  
about the call, such as caller’s name and extension.  
To receive an intercom call:  
START  
Press  
to answer the call.  
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To redirect a ringing call to another extension or to an outside number:  
3
3
1
1. Press FNC and dial  
.
2. Enter the extension or outside number to which you want to redirect the call. See  
page 30 for more information.  
Outside Calls  
With outside calls, you can talk to people who aren’t members of your telephone sys-  
tem. When you make an outside call, however, you must dial any area codes or long  
distance digits that your telephone company requires.  
Placing Outside Calls  
To place an outside call:  
START  
8
START  
1. Press  
and dial  
(default Outgoing Call feature code), or press  
LINE  
1
2
3
4
and  
+
,
,
, or  
.
2. Dial the desired number.  
NOTE: If you see a request for an account code and hear a single beep, you must  
dial an account code before you can place your call (see page 60).  
END  
3. When finished with the call, press  
.
To camp on to a busy endpoint or line:  
When you hear busy signals, do not hang up. You hear music, if available, until the  
line or endpoint is available.  
To request a callback (queue on to the line) if all outgoing lines are busy when you  
try to call out:  
FNC  
# >  
6
END  
1. When you hear busy signals, dial  
,
,
and press  
to hang  
up. (You can do this even if your call has “camped on” and you hear music.)  
START  
2. When your endpoint rings, press  
and wait for the other party to answer.  
To cancel a queue before the callback:  
START  
6
Press  
and dial  
.
When dialing the number, you can do one of the following:  
Use the speed-dial directory, see page 61.  
Use the station speed-dial feature, see page 54.  
Use the system speed-dial feature, see page 57.  
Redial the last outside number you dialed, see page 31.  
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Receiving Outside Calls  
To receive an outside call:  
START  
Press  
to answer the call.  
To reverse transfer (pick up) a call that is ringing or holding at another endpoint:  
START  
4
1. Press  
and dial  
.
2. Dial the extension number where the call is ringing or holding.  
To redirect a ringing call to another extension or to an outside number:  
3
3
1
FNC  
1. Press  
and dial  
.
2. Enter the extension or outside number to which you want to redirect the call. See  
page 30 for more information.  
Emergency Calls  
To make an emergency call:  
START  
9
1
1
Simply press  
and dial  
to automatically place a call to the preset  
8
LINE  
emergency number. (You do not have to press  
side access.)  
or  
plus a number for out-  
9
9
9
NOTE: Dial  
in Europe for emergency services.  
Call Waiting  
If you receive a call while you are already on another call, you will hear a “call wait-  
ing” tone through your handset and/or you see a display.  
To respond to a waiting call (you hear a single tone):  
END  
To end the current call: press  
usual.  
. The waiting call rings in. Answer as  
HOLD  
To place the current call on hold: press  
. Then answer the waiting call  
LINE  
by pressing  
and the flashing line number.  
LINE  
6
To have the caller hear Do-Not-Disturb signals: press  
and dial  
.
(See page 41 for more information about Do-Not-Disturb mode.)  
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PLACING CALLS ON HOLD  
You can place calls on hold in one of two ways: individual or system.  
Individual Hold places 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 (see page 28).  
System Hold places the call on hold in the system. You can then pick up the call  
at any endpoint that has a flashing button for the call, including the endpoint that  
placed it on hold.  
NOTE: You cannot place intercom calls on system hold.  
To place a call on Individual Hold:  
HOLD  
1. Press  
2. Press  
. The line number will flash.  
OR place another call.  
END  
To place an outside call on System Hold:  
START  
3
3
5
1. Press  
2. Press  
and dial  
.
END  
OR place another call.  
To return to a call that is on hold:  
START  
LINE  
Press  
,
, and the flashing line number.  
MUTING THE MICROPHONE  
To mute the microphone so that you can hear the other party but they cannot  
hear you (this does not put them on hold):  
FNC  
1
1. Press  
and then  
.
FNC  
1
2. To return to the call, press  
and then  
.
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PLACING CONFERENCE CALLS  
With the Conference feature, you can establish a conference call with up to three  
intercom and/or outside parties (four, including you).  
To place a conference call:  
FNC  
5
1. While on the first call, press  
and dial  
to put the call on hold.  
2. Place an intercom or outside call.  
LINE  
3. Press  
and the fluttering line number to place the call on hold. (If neces-  
sary, repeat this step to place up to two more calls on conference wait hold.)  
FNC  
5
4. Press  
and dial  
to join all of the calls together in the conference.  
During the conference call you can do the following:  
HOLD  
To place the conference on hold: Press  
. This places the conference on  
FNC  
hold (the parties are still connected). To return to the conference, press  
5
and dial  
.
FNC  
5
END  
To drop out of the conference: Press  
and dial  
, then press  
.
This removes you from the conference, but leaves the other parties connected.  
To add parties to the conference: Do the following:  
FNC  
5
a. Press  
and dial  
. This leaves the conference parties connected.  
b. Place a call to the party to be added to the conference.  
FNC  
5
c. Press  
conference.  
To end the conference and place all parties on individual hold: Press  
twice to put yourself and the new party into the  
FNC  
5
HOLD  
and dial  
and then press  
You can then speak to one party at a time by pressing  
number.  
to place all of the parties on individual hold.  
HOLD  
or a flashing line  
FNC  
1
To mute your endpoint microphone: Press  
and dial  
. This turns your  
endpoint microphone on or off during the conference. You can hear the confer-  
ence parties, but they cannot hear you.  
To transfer the conference to another extension or to voice mail: Press  
FNC  
8
END  
,
, and dial the desired extension number. Then press  
when you  
are ready to complete the transfer.  
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TRANSFERRING CALLS  
Although transferring calls is considered a basic function of an endpoint, your Model  
8524/8525/8526 endpoint has many advanced options for this feature. With your end-  
point, you can transfer a call to another extension, voice mail, or even an outside line.  
To Another Extension  
FNC  
8
1. EITHER, Press  
and dial  
.
FNC  
# >  
3
4
6
OR, Press  
,
, and dial  
to place the call on hold at the  
other endpoint.  
2. Dial the desired extension number.  
END  
3. Wait for an answer, announce the call, and then press  
to complete the  
transfer.  
If the number is busy, there is no answer, or the transfer is refused, return to the  
LINE  
caller being transferred by pressing  
and the fluttering line number.  
NOTE: If you are receiving a transferred call and the Transfer-To-Connect option is  
enabled for your endpoint, you are automatically connected to the transferred caller  
once the transferring party hangs up. If this option is disabled, you must press a LINE  
button to answer the transferred call.  
To Voice Mail  
FNC  
8
1. Press  
and  
.
2. Dial the voice mail extension number.  
END  
3. EITHER, Dial the desired mailbox number and press  
.
END  
OR, Press  
to send the call to the voice mail menu (so that the caller can  
select the mailbox number).  
To an Outside Number  
FNC  
8
1. Press  
and  
.
LINE  
2. Press  
and select an outgoing line.  
3. Dial the desired telephone number.  
END  
4. Wait for an answer, announce the call, and then press  
.
If the number is busy, there is no answer, or the transfer is refused, return to the  
LINE  
caller being transferred by pressing  
and the fluttering line number.  
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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 your call at another  
endpoint.  
To answer a call ringing or holding at another endpoint:  
START  
4
1. Press  
and dial  
.
2. Dial the extension or hunt group number where the call is ringing. The call is  
transferred to the endpoint you are using and you are connected to the caller.  
(See page 69 for more information about hunt groups.)  
NOTE: If the Group Call Pickup feature is enabled, you can pick up a call ringing at  
any station in a hunt group by dialing the hunt group’s extension number  
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FORWARDING CALLS  
With the Forwarding feature, you can have calls follow you (e.g., forwarded to a cell  
phone), or you can redirect calls to a voice mail or other extension.  
Manual Call Forwarding  
Manual call forwarding allows you to send incoming calls to another extension num-  
ber. You can even forward calls to outside numbers, if your endpoint is programmed  
to allow this.  
To forward calls:  
START  
FNC  
2
START  
1. Press  
,
and dial  
, or press  
and dial one of the following  
feature codes:  
3
5
5
(Call Forward All Calls): All incoming calls are forwarded with-  
out ringing at your endpoint.  
3
5
6
(Call Forward If No Answer): All incoming calls are forwarded if  
they are not answered before a timer expires.  
NOTE: You cannot adjust this timer. Only the installer or System Administra-  
tor can.  
3
5
7
(Call Forward If Busy): When your endpoint is busy, all incoming  
calls are forwarded without ringing at your endpoint.  
3
5
8
(Call Forward If No Answer or Busy): All incoming calls are for-  
warded if your endpoint is busy or if you do not answer, as described above.  
2. Do one of the following:  
LINE  
To forward to an outside telephone number: Press  
and select an  
outgoing line and dial a telephone number.  
To forward to an extension number: Dial the extension number.  
FNC  
6
To forward to your message center: Press  
and dial  
. Then press  
END  
to hang up.  
To cancel any call forward request:  
START  
FNC  
2
# >  
Press  
,
and dial  
, then  
.
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Automatic System Forwarding  
Automatic System Forwarding allows your system administrator to route calls based  
on the type of call and the status of your telephone. Although you cannot program the  
path of a system forward, you can enable or disable this feature on your endpoint.  
To enable or disable System Forwarding:  
START  
3
5
4
Press  
and dial  
.
Redirect Call  
The Redirect Call feature allows you to forward any call that is ringing on your end-  
point without having to answer the call.  
NOTE: You cannot redirect calls to an extension that is in DND or to a restricted out-  
side number.  
To redirect a call to an extension number:  
3
3
1
1. Press FNC and dial  
2. Dial the extension number.  
To redirect a call to an outside telephone number:  
.
3
3
1
1. Press  
and dial  
.
FNC  
2. Enter the outside telephone number.  
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REDIALING A NUMBER  
The Redial feature allows you to quickly redial the last outside number you dialed.  
Although most endpoints redial the last number dialed, your system administrator can  
program your endpoint to redial the last number saved.  
To use the Last Number Dialed feature:  
START  
FNC  
7
Press  
,
, and dial  
. A line is selected automatically and the number is  
dialed.  
To redial a number if your system uses the Last Number Saved feature:  
To save a number: While the endpoint is idle or while listening to intercom dial  
FNC  
7
tone, press  
and dial  
.
To redial the saved number: While on a call or after selecting a line, press  
FNC  
7
and dial  
. A line is selected automatically and the number is dialed.  
DISPLAYING INFORMATION ON YOUR ENDPOINT  
In addition to the four lines on the display that are dedicated to the menu, your end-  
point has two lines of display where you can view information, such as the date and  
time or the outside party’s name/number.  
Date, Time, Name, and Extension Number Display  
You can temporarily display the system date and time, your user name, and your  
extension number at any time.  
To show the date and time display (while on a call, in do-not-disturb, etc.):  
START  
3
0
0
Press  
and dial  
.
Outside Party’s Name/Number  
If you are currently connected to an outside caller with Caller ID, you can toggle  
between displaying the caller’s name and number.  
To show the outside party’s name:  
START  
3
7
9
Press  
and dial  
.
NOTE: If there is no outside party name available, the display shows CANNOT  
ACCESS FEATURE.  
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USING THE MESSAGE FEATURE  
In today’s busy world, it’s almost guaranteed that you will call someone that is on  
another call, does not answer, or is in DND. But, with the Message feature, you can  
let the other person know you called.  
When you leave a message, you can:  
Have the called party return your call. When the party you called responds to  
the message indication, a call is automatically placed to your endpoint.  
Leave a message with the called party’s message center (which can be a per-  
son or voice mail). When the party you called responds to the message, a call is  
automatically placed to his or her message center instead of your endpoint.  
NOTE: To signal that a message is waiting, a called endpoint’s MSG button flashes  
and the display shows the number of waiting messages.  
Leaving Messages  
To leave a message while on an intercom call:  
FNC  
6
1. Press  
2. Press  
and dial  
.
END  
to hang up or wait for the message center to answer.  
To leave a message without placing an intercom call:  
START  
3
6
7
1. Press  
and dial  
.
2. Dial the desired extension number.  
END  
3. Press  
to hang up.  
To cancel a message that you left at another endpoint:  
START  
3
6
6
1. Press  
and dial  
.
2. Dial the extension number of the endpoint where you left the message.  
END  
3. Press  
to hang up.  
Receiving Messages  
When you see a MSG message indicator:  
START  
FNC  
6
Press  
,
and dial  
. A call is automatically placed to the endpoint or  
message center that left the first waiting message.  
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ACCESSING YOUR MAILBOX  
If you have a message waiting in your mailbox, you must access your mailbox to  
retrieve it.  
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 pressing a dial-  
pad button. See page 13 for ASR guidelines.  
ALSO: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.  
See page 73 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 52). 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 press  
to identify yourself as a  
*
subscriber.  
3. Say or enter your mailbox number.  
#
4. Enter your mailbox password (if programmed), then press  
. If you do not  
#
have a password, press  
to bypass the password prompt. See page 48 for  
information on programming passwords.  
#
NOTE: Generally, saying “Skip” or pressing  
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 press  
to skip the person’s introduc-  
tory message and proceed directly to the recording phase. Similarly, while listening to  
#
messages, you can say “Skip” or press  
to skip the system-generated voice  
prompts and proceed directly to the playback phase. Also, at any menu level, you can  
say “Cancel” or press 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 pressing 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 pressing the  
number eight again on the main subscriber menu only. Also, if you press a dialpad  
button 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 13.  
NOTE: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.  
See page 73 for information and instructions about using E-Mail Reader features.  
To temporarily disable ASR:  
1. Access your mailbox as described on page 33.  
8
2. Say “Disable” or press  
to disable ASR for the call.  
NOTE: To enable ASR after disabling it, press  
until you are back at the main  
*
8
menu. Press  
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 pressing a dial-  
pad button. See page 13 for ASR guidelines.  
ALSO: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.  
See page 73 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 33.  
1
2. If E-Mail Reader is enabled for your mailbox, say “Voice Mail” or press  
.
If E-Mail Reader is not enabled for your mailbox, skip this step.  
3. Select one of the following:  
1
Say “New” or press  
Say “Saved” or press  
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 press  
to skip to the end of the recording.  
1
Say “Back up” or press  
to “rewind” a few seconds and replay the mes-  
sage.  
2
#
Say “Pause” or press  
to pause. (Say “Continue” or press  
to con-  
tinue.)  
3
Say “Forward” or press  
Say “Lower” or press  
to skip ahead.  
to lower the volume.  
4
5
Say “Envelope” or press  
to play the message envelope.  
to raise the volume.  
6
Say “Higher” or press  
Say “Save” or press  
7
to save the new message in your mailbox.  
9
Say “Delete Message” or press  
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 press  
to replay the message from the beginning.  
2
Say “Reply” or press  
to reply to the message. You have the following  
options:  
1
Say “Voice Mail” or press  
caller.  
to leave a voice mail message for the  
If the caller has a mailbox number, you are prompted to verify the desti-  
#
nation by saying “Yes” or by pressing  
.
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 press  
to make a return call. Your call will be  
transferred 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 press  
to forward a copy of the message to another  
subscriber. If you want to include an introduction, say “Record” or press  
1
#
. Otherwise, say “Accept” or press  
to forward the message without  
additional comments.  
Say “Previous” or press  
Say “Envelope” or press  
4
to listen to the previous message.  
to play the introductory message envelope (see  
5
page 49 for information on envelope options).  
6
Say “Next” or press  
Say “Save” or press  
to listen to the next message.  
to save the new message in your mailbox.  
7
9
Say “Delete Message” or press  
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.  
END  
6. Press  
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 undeleted 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 83 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 33.  
5
2. Say “Options” or press  
3. Say “Recover” or press  
for Message Options.  
to access undelete options.  
2
1
4. EITHER, Say “Listen” or press  
to listen to your deleted messages and  
choose which ones to recover. After each message you can:  
1
Say “Replay” or press  
Say “Reply” or press  
Say “Forward” or press  
Say “Previous’ or press  
Say “Envelope” or press  
to replay the message.  
2
to reply to the message.  
to forward the message.  
to listen to the previous message.  
3
4
5
to play the message envelope.  
6
Say “Next” or press  
to listen to the next message.  
7
Say “Recover” or press  
OR, say “Recover” or press  
to recover the message.  
to recover all deleted messages.  
2
3
OR, Say “Purge” or press  
to permanently delete all deleted messages.  
END  
5. Press  
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 79) 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 33.  
2
2. Say “Record” or press  
.
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 press  
Say “No” or press  
to accept the subscriber’s name.  
to start over.  
*
4. Record your message after the tone. While recording, you have the following  
options:  
2
#
Press  
to pause while recording. (Say “Continue” or press  
to con-  
tinue.)  
3
Press  
to erase and re-record your message.  
#
5. When finished recording, you can press  
to access the following 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.  
#
Say “Send” or press  
to send the message and return to the voice mail  
options.  
Say “Cancel” or press  
Say “Replay” or press  
Say “Append” or press  
Say “Erase” or press  
to cancel the recording.  
to replay your message.  
to add to your message.  
to erase and re-record your message.  
to copy your message to other mailboxes.  
*
1
2
3
4
Say “Copy” or press  
NOTE: If you are not using an Enterprise Messaging (EM) voice mail sys-  
tem, you can send the message to additional mailboxes from the “Special  
Delivery Options” menu after sending the message to the first recipient (see  
page 39).  
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Say or enter the 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 press  
Say “No” or press  
to accept the subscriber’s name.  
to start over.  
*
Press  
when you are done adding mailboxes.  
*
9
Say “Options” or press  
to use special delivery options. You can then  
use one or more of the following options:  
1
Say “Private” or press  
to mark the message “private.” (This pre-  
vents the recipient from forwarding it to other subscribers.)  
2
Say “Certified” or press  
to mark the message “certified.” (When  
the recipient listens to the message, you will receive a receipt notice.)  
3
Say “Priority” or press  
to mark the message “priority.” (This will  
place your message ahead of all other waiting messages in the receiving  
mailbox.)  
Say “Cancel” or press  
Say “Send” or press  
options.  
to cancel delivery options.  
to send the message and return to voice mail  
*
#
NOTE: If you are not using an EM voice mail system, you can send the mes-  
sage to additional mailboxes after sending the message to the first recipient.  
To send the message to additional mailboxes from a non-EM system:  
#
1. After sending the first message, press  
and then enter the next  
to exit and return to voice  
recipient’s mailbox number.  
#
2. Press  
to send the message or press  
*
mail options.  
6. 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 33.  
5
2. While listening to the voice mail main menu, say “Options” or press  
for  
Message Options.  
1
3. Say “Unheard” or press  
.
4. When prompted, say or enter the number of the mailbox containing the unheard  
message.  
#
5. Say “Yes” or press  
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 press  
Say “Append” or press  
Say “Forward” or press  
Say “Previous” or press  
Say “Envelope” or press  
to replay the message.  
to add to the message.  
to forward the message to another mailbox.  
to listen to the previous message.  
to play the message envelope.  
2
3
4
5
6
Say “Next” or press  
to listen to the next message.  
7
Say “Save” or press  
to save the message in your mailbox.  
9
Say “Delete Message” or press  
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.  
END  
6. Press  
to hang up.  
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USING DO-NOT-DISTURB MODE  
If you are away from your desk, or 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, if they have a display endpoint, see the DND  
message you have selected.  
Your telephone system can have up to 20 different DND messages, each of which can  
be changed by the system administrator, installer, or programmer. Your trainer or sys-  
tem administrator will give you a list of the programmed DND messages. For conve-  
nience, you should update the following default list.  
DEFAULT MESSAGE NEW MESSAGE  
01 DO-NOT-DISTURB  
DEFAULT MESSAGE NEW MESSAGE  
11 OUT OF TOWN ’TIL  
12 OUT OF OFFICE  
02 LEAVE A MESSAGE  
03 IN MEETING UNTIL  
13 OUT UNTIL  
04 IN MEETING  
14 WITH A CLIENT  
05 ON VACATION/  
HOLIDAY ’TIL  
15 WITH A GUEST  
06 ON VACATION/  
HOLIDAY  
16 UNAVAILABLE  
07 CALL ME AT  
08 AT THE DOCTOR  
09 ON A TRIP  
17 IN CONFERENCE  
18 AWAY FROM DESK  
19 GONE HOME  
10 ON BREAK  
20 OUT TO LUNCH  
Because the system DND message only uses one line of your display, you can enter a  
second line of text, up to 16 characters. For example, if you select 03 (IN MEETING  
UNTIL) as your first line of text, you can enter “3:30” as your second line. Callers  
with a display endpoint will then see, “IN MEETING UNTIL 3:30.”  
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To enable DND:  
START  
LINE  
6
1. Press  
,
, and dial  
.
2. Dial the desired two-digit number for the message you wish to use.  
3. If desired, customize the second display line by entering the desired numbers or  
letters as described below:  
Remain in numeric mode: Press the dialpad buttons to dial the desired num-  
END  
bers. If you make a mistake, you must press  
and start over.  
FNC  
6
Change to alphanumeric mode: Press  
and then press the dialpad  
buttons to enter the desired characters. (See the table below.) The number of  
times a button is pressed determines which character is entered. For example,  
33377744432999 would enter “FRIDAY.” When adjoining characters are  
FNC  
2
located under the same button, press  
character. For example, 6  
once to advance to the next  
FNC  
2
FNC  
2
666  
6632999 would enter  
“MONDAY.” (Note that letters correspond to the letters printed on dialpad  
FNC  
2
buttons 1-9.) Press  
ton (e.g.,  
twice to leave a space, or press Backspace but-  
) to back space.  
FNC  
2
NOTE: To use the Backspace button, you must pre-program one of the fea-  
ture buttons on your endpoint to use the Backspace button (feature code 314).  
Refer to page 59, Programming You Feature Buttons section for details on  
how to program the backspace button.  
END  
4. Press  
to hang up.  
NUMBER OF TIMES BUTTON IS PRESSED  
BUTTON  
1
2
3
4
5
-
&
(
)
1
1
2
3
4
5
6
7
8
9
0
A
D
G
J
B
E
H
K
N
Q
U
X
:
C
F
I
'
2
3
4
5
6
7
8
9
0
!
*
L
O
R
V
Y
.
# or /  
*
M
P
N or #  
*
S
?
Z
,
T
W
@
*The character available depends on the software version.  
5. To cancel Do-Not-Disturb:  
START  
LINE  
6
Press  
,
, and dial  
.
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USING REMINDER MESSAGES  
Never be late for a meeting again! With Reminder Messages, you can program your  
endpoint, up to 24 hours in advance, to alert you at a specified time. At the pro-  
grammed time, the reminder message signals you with eight short tones, and your dis-  
play shows the message. If you are on a call, you still hear the tones, and the message  
displays for ten seconds. Then the display returns after you hang up. (Reminder dis-  
plays interrupt, but do not affect programming.)  
Your telephone system can have up to 20 different reminder messages, each of which  
can be changed by the system administrator, installer, or programmer. Your trainer or  
system administrator will give you a list of reminder messages for your system. For  
convenience, you should update the following default list.  
DEFAULT MESSAGE  
01 MEETING  
NEW MESSAGE  
DEFAULT MESSAGE  
NEW MESSAGE  
11 CALL ENGINEERING  
12 CALL MARKETING  
13 CALL ACCOUNTING  
14 CANCEL DND  
02 STAFF MEETING  
03 SALES MEETING  
04 CANCEL MEETING  
05 APPOINTMENT  
06 PLACE CALL  
15 CANCEL CALL FWD  
16 TAKE MEDICATION  
17 MAKE RESERVATION  
18 REVIEW SCHEDULE  
19 LUNCH  
07 CALL CLIENT  
08 CALL CUSTOMER  
09 CALL HOME  
10 CALL CORPORATE  
20 REMINDER  
To request a reminder message:  
START  
3
0
5
1. Press  
and dial  
.
2. Dial the desired two-digit number for the message that you want.  
# >  
3. While the desired message is displayed, press  
.
4. Enter the time you wish to receive the message in hours and minutes. For exam-  
# >  
ple, 0900 = 9:00. (If you dial three digits, such as 900 for 9:00, press  
.)  
1
NOTE: If your system is set for 12-hour display format, press  
for AM OR  
2
press  
for PM. (If it is set for 24-hour format, you do not need this step.)  
To cancel all reminder message requests before they signal you:  
START  
3
0
6
Press  
and dial  
.
To clear a received reminder message:  
START  
Press  
.
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Moving On  
Making Pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58  
Programming Remote Feature Access . . . . . . . . . . . . . . . . . . . 66  
Remote Access Password . . . . . . . . . . . . . . . . . . . . . . . . . . . 66  
Remote Feature Access. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67  
Requesting Agent Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68  
Working in Hunt Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69  
Hunt Group Calls Enabled/Disabled. . . . . . . . . . . . . . . . . . . . 69  
ACD Hunt Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69  
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INTRODUCTION  
Now that you’ve mastered the basics, it’s time to move on to the advanced features. In  
this section, you’ll learn how to set preferences for your endpoint, program buttons,  
use directories, access your voice mailbox remotely, and perform various other func-  
tions.  
SETTING ENDPOINT PREFERENCES  
Your endpoint and voice mailbox are automatically set to specific defaults. You can,  
however, configure many of these settings at any time.  
Changing Volume Levels  
The endpoint has two volume levels; low and high.  
To switch from low to high or vice versa (while you are talking on the endpoint):  
VOL  
Press  
once.  
To set the low volume level:  
FNC  
0
Press  
until Volume Level displays and press  
. The Current Volume Level  
appears. Use the dialpad to enter a volume level from 1 (softest) to 8 (highest). High  
volume is automatically set two levels higher than low volume. If you have a headset  
the headset’s low volume must be adjusted separately.  
Changing the Ring Type  
The ability to change your endpoint’s ring type is helpful in close-quartered environ-  
ments. Ring types include Normal Ring, Vibrator Ring, Vib/Norm Ring.  
NOTE: The Vibrator Ring and Vib/Norm Ring types are only available on the Model  
8525 and 8526 endpoints.  
To select the ring type for your endpoint:  
FNC  
1. Press  
2. Press  
3. Press  
.
# >  
0
until Ring Type displays and press  
.
0
to select Telephone Ring. The ring type currently set on your endpoint  
displays with an asterisk (*).  
# >  
0
4. Press  
until you see the ring type you want. Then press  
. “Normal” is  
the factory set default. “Vibrator” ring type works only if your endpoint has the  
optional vibrating ringer.  
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46  
               
Enabling Automatic Call Answer  
The Automatic Call Answer feature determines whether or not you are automatically  
START  
connected to a caller when you press  
matically connected when you press  
. If this feature is enabled, you are auto-  
. If it is disabled, you must first pressing  
START  
START  
LINE  
,
,and then pressing the flashing button.  
To enable/disable this feature for ringing outside calls:  
START  
3
6
0
Press  
and dial  
.
To enable/disable this feature for ringing (non-handsfree) intercom calls:  
START  
3
6
1
Press  
and dial  
.
Returning to Default Station  
You can return your endpoint to default settings at any time. This feature returns vol-  
umes to default levels; cancels Do-Not-Disturb, manual call forwarding, background  
music, and queue requests; and restores handsfree mode, pages, hunt group calls, and  
system forwarding all at once.  
To return your endpoint to default:  
START  
3
9
4
Press  
and dial  
.
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47  
           
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 19).  
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 pressing a dial-  
pad button. See page 13 for ASR guidelines.  
ALSO: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.  
See page 73 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 33.  
4
2. Say “Personal” or press  
3. Say “Password” or press  
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 press  
password.  
when you are done. The messaging system plays back your  
#
If you do not want to use a password, just say “Skip” or press  
.
#
4. Say “Accept” or press  
to accept the password as entered or say “Re-enter”  
3
or press  
to erase and re-enter your password.  
END  
5. Press  
to hang up.  
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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 84 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 33.  
4
2. Say “Personal” or press  
3. Say “Envelope” or press  
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 press  
to enable or disable the time and date  
options.  
2
Say “Source” or press  
Say “Length” or press  
to enable or disable the message source option.  
to enable or disable the message length option.  
3
4
Say “All Options” or press  
to enable all options and return to the Per-  
sonal Options Menu.  
5
Say “None” or press  
to disable the entire envelope and return to the  
Personal Options Menu.  
#
Say “Accept” or press  
to accept the changes.  
Say “Cancel” or press  
to return to the Personal Options Menu.  
*
END  
4. Press  
to hang up.  
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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.  
Contact your voice mail administrator to see if this feature is enabled for your mailbox.  
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 60 for instructions about using the call screening feature.  
To change your transfer method (if enabled):  
1. Access your mailbox as described on page 33.  
4
2. Say “Personal” or press  
to select the Personal Options Menu.  
9
3. Say “More” or press  
for More Options.  
5
4. Say “Transfer” or press  
. The system tells you what your current transfer  
method is. You can then select the desired transfer method, as follows:  
1
Say “Unannounced” or press  
to select unannounced transfers.  
to select screened transfers.  
2
Say “Screened” or press  
3
Say “Announce” or press  
to select announce-only transfers.  
to return to the Personal Options Menu without  
Say “Cancel” or press  
*
making changes.  
END  
5. Press  
to hang up.  
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50  
   
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 33.  
4
2. Say “Personal” or press  
to select the Personal Options Menu.  
9
3. Say “More” or press  
for More Options.  
1
4. Say “Number” or press  
.
5. Say or enter the number of your fax destination. (If you entered the letters using  
#
the dialpad, press  
when you are done.)  
#
6. EITHER, say “Accept” or press  
OR, say “Re-enter” and press  
END  
to accept the number.  
to erase and re-enter the number.  
3
7. Press  
to hang up.  
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 33.  
4
2. Say “Personal” or press  
to select the Personal Options Menu.  
9
3. Say “More” or press  
for More Options.  
2
4. Say “Order” or press  
for the Message Search Order.  
5. Select one of the following options:  
1
Say “New” or press  
Say “Saved” or press  
to change the search order for new messages.  
to change the search order for saved messages.  
2
6. Your current message search order is played. Select one of the following  
options:  
1
Say “First” or press  
(First In/First Out).  
Say “Last” or press  
to retrieve the earliest-received messages first  
to retrieve the latest-received messages first (Last  
to return to the Personal Options Menu without  
2
In/First Out).  
Say “Cancel” or press  
making changes.  
END  
*
7. Press  
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 33.  
4
2. Say “Personal” or press  
3. Say “Remote” or press  
to select the Personal Options Menu.  
. You have the following options:  
5
1
Say “Primary” or press  
Say “Alternate” or press  
to set up a primary cascade.  
to set up an alternate cascade.  
2
1
4. Say “Level” or press  
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 press  
.
1
EITHER, say “Internal” or press  
for an extension number.  
for an outside number.  
2
OR, say “Outside” or press  
Say or enter the number.  
To set up or change pager notification:  
1
Say “Pager” or press  
.
2
Say “Personal” or press  
.
1
Say “Change” or press  
to enable or disable the number.  
3
5. Say “Days” or press  
. Then select one of the following:  
1
Say “Weekdays” or press  
for Monday-Friday.  
2
Say “Days” or press  
Say “Day” or press  
for all days.  
to select individual days. You are prompted to say  
3
or press numbers 1-7 which correspond to the days Sunday through Satur-  
day.  
2
6. Say “Time” or press  
. Then say or enter the times you want the message  
notification 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  
format:  
1
Say “AM” or press  
Say “PM” or press  
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 press  
. You have the following options:  
1
Say “All Messages” or press  
for all messages.  
2
Say “Priority” or press  
for priority messages only.  
# >  
8. Hang up or press  
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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53  
   
SPEED DIALING  
Speed dialing allows you (and your system administrator) to store frequently dialed  
numbers for easy dialing. Each number is stored on your endpoint (Station Speed  
Dial) or in the telephone system (System Speed Dial) and is identified by a location  
number. Once programmed, you can quickly dial these numbers by entering a feature  
code and dialing the desired location number. Because the system supports both sta-  
tion and System Speed-Dial numbers, you can have access to over 5000 stored num-  
bers.  
Station Speed Dial  
You can program and use up to ten personal speed-dial numbers on your endpoint. In  
addition, if you have programmable buttons, you can program them as speed-dial but-  
tons for one-touch dialing.  
NOTE: You can use the Speed-Dial feature even if your endpoint does not have pro-  
grammable buttons.  
Programming Station Speed-Dial Numbers  
To store a speed-dial number, use the Station Speed-Dial Programming feature code  
to program the number in a speed-dial location. Use the following table to list the  
numbers that you store in speed-dial locations 0-9.  
0 _______________________ 5 _______________________  
1 _______________________ 6 _______________________  
2 _______________________ 7 _______________________  
3 _______________________ 8 _______________________  
4 _______________________ 9 _______________________  
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To store a number in a Speed-Dial location:  
START  
3
8
3
1. Press  
and dial  
.
2. Dial the location code 0-9 to be programmed.  
3. Enter the desired name for the speed-dial number to be programmed, as  
described below:  
Alphanumeric mode: Press the dialpad buttons to enter the desired charac-  
ters. (Refer to the chart on page 63.) The number of times a button is pressed  
determines which character is entered. For example, 533266 would enter  
“JEAN.” When adjoining characters are located under the same button, press  
FNC  
2
once to advance to the next character. For example,  
6667776 would enter “NORM.” (Note that letters correspond to  
FNC  
2
66  
FNC  
2
the letters printed on dialpad buttons 1-9.) Press  
space. Press the Backspace button (e.g.,  
twice to leave a  
FNC  
3
) if you need to back-  
space.  
NOTE: To use the Backspace button, you must pre-program one of the fea-  
ture buttons on your endpoint to use the Backspace button (feature code 314).  
Refer to page 59, Programming You Feature Buttons section for details on  
how to program the backspace button.  
# >  
Press  
to save the name.  
4. Dial the extension number or telephone number to be stored.  
FNC  
6
Numeric mode: Press  
and then press the dialpad buttons to dial  
the desired numbers.  
NOTE: If your number includes an asterisk, pound, hookflash, or pause,  
FNC  
6
change the mode to the alphanumeric mode by pressing  
and then  
FNC  
2
enter the special character. Press  
to move to the next space. If  
FNC  
3
necessary, press the Backspace button (e.g.,  
make corrections.  
) to backspace and  
# >  
Press  
to save the number.  
NOTE: To dial outside telephone numbers without first selecting an outgoing line, enter  
a line access code (such as the Outgoing Call code “8”) at the beginning of the outside  
telephone number.  
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Creating Station Speed-Dial Buttons  
If your telephone system supports it, you can program the programmable buttons as  
speed-dial buttons by selecting a speed-dial number to associate with the button.  
NOTE: Before you program a speed-dial button, you need to store a number in a  
speed-dial location (see the previous instructions).  
To program a user-programmable function button as a Station Speed-Dial but-  
ton:  
START  
3
9
7
1. Press  
and dial  
.
2. Press the feature button you want to change into a Station Speed-Dial button.  
3
8
2
3. Dial  
(default Station Speed Dial feature code).  
4. When the display asks for a number, dial a digit 0-9. This is the station speed-  
dial number “location.”  
You can now use the procedure outlined on page 54 to program and use the Station  
Speed-Dial button.  
To view the current programming of Station Speed-Dial buttons:  
START  
3
9
6
1. Press  
and dial  
.
LINE  
9
2. Press the Station Speed-Dial button (e.g.,  
) to be viewed.  
# >  
3. Press  
to exit.  
To erase a station speed-dial name and/or number:  
NOTE: To erase a station-dial name and/or number, you must pre-program the Back-  
space button (feature code 314) on your endpoint. Refer to page 59, Programming You  
Feature Buttons section for details on how to program the backspace button.  
START  
3
8
3
1. Press  
and dial  
.
2. Dial the location code (0-9) to be erased.  
FNC  
FNC  
3
3. To remove the name: Press the Backspace button (e.g.,  
) repeatedly  
) repeatedly  
until the name is erased.  
# >  
4. Press  
to continue.  
3
5. To remove the number: Press the Backspace button (e.g.,  
until the number is erased.  
# >  
6. Press  
to exit.  
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Dialing Station Speed-Dial Numbers  
To dial a Station Speed-Dial number:  
If necessary, select an outgoing line. You have the following options.  
START  
3
8
2
To use a location number: Press  
station speed-dial location number (0-9).  
To use a Station Speed-Dial button: Press the desired Station Speed-Dial button  
and dial  
and then the desired  
LINE  
9
(e.g.,  
, if you have one).  
System Speed Dialing  
Your system administrator can store several speed dial numbers in the system speed  
dial locations. Depending on the size of your system, you can access up to 1000 or up  
to 5000 system speed dial locations, if they have been programmed.  
To view and dial System Speed-Dial numbers:  
START  
FNC  
9
1. Press  
,
, and dial  
.
2. Dial the location code (000-999 or 0000-4999) for the desired number.  
# >  
3. Press  
to dial the number.  
USING RECORD-A-CALL  
If your telephone system is equipped with a Voice Processor (voice mail), you may  
have access to the Record-A-Call feature. If so, you can record an ongoing call as a  
mailbox message. You can then retrieve the message, just as you would any other  
mailbox message.  
NOTE: The Record-A-Call feature remains active after the other party hangs up. This  
allows you to append the recorded call with your own message.  
To use the Record-A-Call feature while on a call:  
START  
3
8
5
1. Press  
and dial  
.
2. If required, dial the desired mailbox number. (Your endpoint may be pro-  
grammed to select the mailbox, or you may be required to dial it.)  
You hear a confirmation tone when the Record-A-Call feature is activated.  
To turn off Record-A-Call:  
FNC  
# >  
3
8
5
EITHER, Press  
,
, and dial  
END  
OR, Press  
to hang up.  
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PAGING  
The Paging feature allows you to make an announcement through endpoint speakers  
or external speakers (if your system is equipped with external paging equipment). To  
prevent announcements from transmitting through every endpoint in the system, this  
feature uses page zones. Each zone contains a different combination of extensions and  
external paging equipment, and is programmed by your system administrator. Ask  
your trainer or system administrator how the zones are programmed, and list them  
below for your convenience.  
0 _______________________ 5 _______________________  
1 _______________________ 6 _______________________  
2 _______________________ 7 _______________________  
3 _______________________ 8 _______________________  
4 _______________________ 9 _______________________  
NOTE: Although you can make pages from the Model 8664 and 8665, you cannot  
receive them.  
Enabling Paging  
You can enable or disable page receiving for your endpoint by using the Page  
Remove/Replace feature code. If your endpoint is assigned to more than one page  
zone, all zones are removed or replaced at once (you cannot turn off individual  
zones).  
To turn paging on and off for your endpoint:  
START  
3
2
5
Press  
and dial  
.
Making Pages  
To make a page:  
START  
7
1. Press  
and dial  
.
2. Dial the desired zone number (0-9).  
3. After the tone, make your announcement.  
END  
4. Press  
to hung up.  
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PERFORMING A “HOOKFLASH” DURING A CALL  
Certain telephone service companies may require a timed hookflash (a quick hang up  
and release).  
To generate a hookflash while using a line:  
START  
3
3
0
Press  
and dial  
.
NOTE: This features is known as a “Recall” in European systems.  
PROGRAMMING YOUR FEATURE BUTTONS  
Depending on how your system is programmed, some of your feature buttons may be  
“user-programmable.” If so, you can program them with any of the feature codes  
listed in the back of this user guide or with extension numbers. In addition, you can  
combine the feature button and Station Speed-Dial functions to program a feature but-  
ton to dial an outside number.  
To program a user-programmable function button:  
START  
3
9
7
1. Press  
and dial  
.
FNC  
1
9
2. Press the function button (  
-
) you want to program.  
3. Enter the feature code you want to store under that button. (Refer to the back of  
this guide for default feature codes.)  
NOTE: When you enter the feature code (314) to program the Backspace button as a  
function button, the display may show MENU instead of BACKSPACE. Please ignore  
the display, the feature code 314 is set to use backspace.  
To return all function buttons to their original default values:  
START  
3
9
5
Press  
and dial  
.
To display the current function button values:  
START  
3
9
6
1. Press  
and dial  
.
2. Press the function button(s) you want displayed.  
END  
3. Press  
to hang up.  
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USING ACCOUNT CODES  
If your telephone system is programmed to use the Station Message Detail Recording  
(SMDR) feature, you might be required to enter account codes when you place a call.  
These codes add information to telephone record reports that the system will periodi-  
cally print.  
There are three types of account codes:  
Standard account codes are automatically entered into the SMDR report when-  
ever you place a call.  
Forced account codes must be dialed before you can place an outside call.  
Optional account codes can be entered at any time during a call.  
NOTE: Your system administrator can tell you which types of account codes are used  
on your telephone system.  
To enter an optional account code:  
START  
3
9
9
1. Press  
and dial  
.
2. Enter the optional account code. If the account code is not immediately  
# >  
accepted, press  
.
To set an account code for all calls placed from your endpoint:  
START  
3
9
1
Press  
and dial  
and then the account code. If the account code is not  
# >  
immediately accepted, press  
. This code will be used for all calls made from  
your endpoint until it is disabled.  
To disable the code:  
START  
3
9
1
# >  
Press  
and dial  
, then press  
.
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 50), 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 press  
Say “Replay” or press  
to accept the call.  
#
1
to replay the announcement.  
2
Say “Voice Mail” or press  
to send the call to voice mail.  
3
Say “Forward” or press  
call to another extension.  
and then enter the extension number to forward the  
to refuse the call.  
Say “Refuse” or press  
*
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USING DIRECTORIES  
With directories, you can use the dialpad to find names and numbers. You can then  
use the directory information to make calls, access features, or leave voice mail mes-  
sages. There are two types of system directories:  
Telephone directory: Search for and connect to contacts or access features.  
Voice Mail directory: Search for voice mail contacts and leave voice mail mes-  
sages. (See page 64.)  
Telephone Directory  
There are three subdirectories available in the Telephone directory:  
Intercom: Find (and dial) intercom extensions.  
Outside: Find (and dial) outside numbers listed in the company directory.  
Feature: Find (and activate) system features.  
The Telephone directory uses one of two search methods to find contacts or features:  
Intelligent Directory Search (IDS) or Basic Search (see page 63). Enter a full or par-  
tial name with the dialpad buttons to search for a contact or feature. You can then con-  
tact the person or access the feature by dialing the number or pressing a button.  
NOTE: The search method used for your system (IDS or Basic) depends on your soft-  
ware version.  
Intelligent Directory Search (IDS)  
IDS simplifies searching for entries in a directory by allowing you to press a dialpad  
button once rather than several times to enter a character. As you enter characters,  
IDS displays the entry that best matches the characters entered (see the following  
examples).  
NOTE: The Intercom directory may display two similar entries, one without an asterisk  
and one with an asterisk (“John Smith” and “*John Smith”). The entry without an aster-  
isk is a primary extension; the entry with an asterisk is a secondary extension.  
INTERCOM DIRECTORY  
OUTSIDE DIRECTORY  
*JOHN SMITH  
67890  
EEE_STORE  
4809619000  
FEATURE DIRECTORY  
AGENT HELP  
375  
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To search for a directory name or feature using IDS:  
START  
3
0
7
1. Press  
and dial  
:
1
Press  
Press  
Press  
for the Intercom directory.  
for the Outside directory.  
for the Feature directory.  
2
3
2. Press the dialpad buttons to enter characters (up to 16 characters). (See the fol-  
lowing table for dialpad button character descriptions.) Each dialpad button rep-  
resents several characters. As you press the dialpad buttons, the system connects  
the character sequence to possible directory matches. For example, to enter  
5
6
6
3
7
JONES, press  
. This data entry method is similar to the “text  
on nine keys (T9)” feature found on cell phones.  
# >  
3. Press  
played.  
to dial a number or activate a feature code while the entry is dis-  
BUTTON  
CHARACTERS REPRESENTED  
0
1
2
3
4
5
6
7
8
9
0
1
2 A B C a b c Ç â ä à å ç Ä Å á  
3 D E F d e f é ê ë è É  
4 G H I g h i ï î ì í  
5 J K L j k l  
6 M N O m n o ô ö ò Ö ó ñ Ñ  
7 Q P R S q p r s  
8 T U V t u v ü û ù Ü ú  
9 W X Y Z w x y z ÿ  
Returns endpoint to the state before entering IDS  
Activates the selection  
# >  
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Basic Search  
Use Basic Search to search the Telephone directory for a contact name or feature.  
To search the Telephone directory using Basic Search:  
START  
1
3
0
7
1. Press  
2. Press  
and dial  
.
2
to select the intercom directory, press  
to select the outside number  
3
directory, or press  
to select the feature code directory.  
3. Enter letters or numbers (up to 10 characters) as described below:  
Remain in alphanumeric mode: Press the dialpad buttons to enter the desired  
characters. The number of times a button is pressed determines which char-  
acter is entered. For example, 77776444844 would enter SMITH. When  
FNC  
2
adjoining characters are located under the same button, press  
to advance to the next character. For example, 5666  
once  
66337777  
FNC  
2
would enter JONES. (Note that letters correspond to the letters printed on  
FNC  
2
dialpad buttons 1-9.) Press  
space. Press Backspace button (e.g.,  
once to advance and twice to leave a  
FNC  
3
) to back space.  
NOTE: To use the Backspace button, you must pre-program one of the fea-  
ture buttons (feature code 314). See page 59 for details.  
FNC  
6
Change to numeric mode: Press  
tons to enter an extension number.  
# >  
and then press the dialpad but-  
# >  
4. Press  
to view the selection. Then press  
to dial a number or fea-  
ture code while it is displayed.  
NUMBER OF TIMES BUTTON IS PRESSED  
BUTTON  
1
2
3
4
5
-
&
(
)
1
1
2
3
4
5
6
7
8
9
0
A
D
G
J
B
E
H
K
N
Q
U
X
:
C
F
I
'
2
3
4
5
6
7
8
9
0
!
*
L
O
R
V
Y
.
# or /  
*
M
P
N or #  
*
S
?
Z
,
T
W
@
*The character available depends on the software version.  
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Voice Mail Directory  
With the voice mail directory, subscribers and non-subscribers can use ASR (if  
enabled) or dialpad buttons 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 buttons (see table below).  
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  
1
selecting the Previous (say “Previous” or press  
) and Next (say “Next” or press  
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 press  
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, press the appropriate  
dialpad buttons to spell the name. The number of times a button is pressed determines  
which character is entered, as shown in the table below. When adjoining characters  
FNC  
2
are under the same button, press  
to advance to the next character. For  
FNC  
2
example, 5666  
66337777 enters “JONES.”  
NUMBER OF TIMES BUTTON IS PRESSED  
1
2
&
B
E
H
K
N
Q
U
X
:
3
(
4
)
5
1
2
3
4
5
6
7
8
9
0
BUTTON  
-
1
2
3
4
5
6
7
8
9
0
A
C
F
I
D
G
J
!
*
L
O
R
V
Y
.
#
ñ
S
?
Z
,
M
P
T
W
@
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To perform a directory search:  
1. Dial the voice mail number.  
#
2. Say “Directory” or press  
.
3. Say the last name of the person you are searching for or press the appropriate  
dialpad buttons to spell the name (see page 64).  
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 press  
to accept the name that is played.  
1
Say “Previous” or press  
to browse to the previous name in the list.  
2
Say “More” or press  
Say “Next” or press  
Say “New” or press  
to hear more information about the subscriber.  
to browse to the next name in the list.  
to search for a new name.  
3
4
Say “Cancel” or press  
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:  
1
Say “Yes” or press  
Say “No” or press  
to browse the list. (See step 4. for options).  
to select the filter option and then respond to one of  
2
the 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,” press  
last name.  
, say the last name, or spell the  
If you did not respond to the first question, the system asks if the name  
1
you are searching for is the first name. If it is, say “Yes,” press  
the first name, or spell the first name.  
, say  
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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PROGRAMMING REMOTE FEATURE ACCESS  
If you are away from your desk and forgot to put your endpoint in DND, don’t worry.  
With the Remote Feature Access, you can place your endpoint in DND or forward  
calls from any other endpoint on the system. And, if you have a special dial-up line,  
you can access your endpoint features from an outside line.  
Remote Access Password  
Before you use Remote Feature Access, you should program a password, as described  
below.  
To change the password from your endpoint:  
START  
3
9
2
1. Press  
and dial  
.
# >  
2. Enter your current password, followed by  
.
NOTE: Your extension number is your password at default.  
# >  
3. Enter the new password followed by  
.
# >  
4. Enter the new password again for verification followed by  
. You hear a  
confirmation tone.  
To change the station password using remote programming, see Remote Feature  
Access.  
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Remote Feature Access  
To access your endpoint from another endpoint:  
START  
3
5
9
1. Press  
and dial  
.
2. Enter your extension number.  
# >  
3. Enter your password followed by  
. You can now use any of the following  
features.  
To change the station password using Remote Programming:  
FNC  
LINE  
6
a. Press  
,
, and dial  
.
# >  
b. Enter the new password, followed by  
.
# >  
c. Enter the new password again for verification, followed by  
.
To turn on Do-Not-Disturb:  
FNC  
LINE  
6
a. Press  
,
, and dial  
.
b. Enter message number (01-20) and, if desired, enter the optional second-line  
message text.  
END  
c. Press  
.
To turn off Do-Not-Disturb:  
FNC  
LINE  
6
END  
Press  
,
, and dial  
, then press  
.
To turn on Call Forward:  
FNC  
# >  
a. Press  
,
, and enter one of the following Call Forward feature  
codes.  
All Calls. . . . . . . . . . . . .355 If Busy. . . . . . . . . . . . . . . .357  
If No Answer. . . . . . . . . . .356 If No Answer/Bus.y. . . . . .358  
b. Enter an extension number or enter a trunk access code followed by an out-  
side telephone number.  
END  
c. Press  
.
To turn off Call Forward:  
FNC  
LINE  
2
END  
Press  
,
, and dial  
, then press  
.
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REQUESTING AGENT HELP  
NOTE: This feature is not supported on peer-to-peer (P2P) calls. Ask your system  
administrator if your endpoint is configured to use P2P audio.  
Your telephone system may be programmed to support the Agent Help feature, which  
allows you to request help from a designated “Agent Help Extension” (usually your  
supervisor) during a call. When your request call rings at the Agent Help Extension,  
the supervisor can choose to join the call or reject the request.  
If the Agent Help Extension is a digital endpoint, the endpoint’s microphone is auto-  
matically muted so that the supervisor cannot be heard unless he or she presses the  
mute button. If the Agent Help Extension is a single-line endpoint, however, the  
supervisor can be heard as soon as the conference is established. In either case, the  
supervisor can hear all other parties on the call.  
To use the Agent Help feature while on a call:  
FNC  
# >  
3
7
5
1. Press  
,
, and dial  
. If you hear repeating error tones, the  
Agent Help feature is not available at your endpoint, you already have four par-  
ties in your call, not enough system circuits are currently available, or the Agent  
Help Extension is in do-not-disturb.  
2. Dial the Agent Help Extension number, if required. (Your endpoint may be pro-  
grammed to automatically dial the number, or you may be required to dial it.)  
If the Agent Help Extension accepts the call, you hear the Agent Help tone, if it is  
enabled, and the supervisor can monitor or join your call.  
If the Agent Help Extension rejects the call, you hear a confirmation tone and the  
display shows AGENT HELP REJECTED.  
To respond to an Agent Help request at a display endpoint:  
When you receive an Agent Help, your display shows <name> REQUESTS HELP.  
You can do one of the following:  
To accept the call: Answer as usual.  
FNC  
# >  
3
7
6
To reject the call: Press  
You will hear a confirmation tone.  
,
,
and dial  
.
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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.  
Hunt Group Calls Enabled/Disabled  
If you are a member of a hunt group, you can divert or accept hunt group calls to your  
extension.  
To divert or accept hunt group calls:  
START  
3
2
4
1. Press  
2. Press  
and dial  
to hang up.  
.
END  
ACD Hunt Groups  
Some hunt groups use a special feature called Automatic Call Distribution (ACD) that  
distributes the hunt group calls equally among the available members. These hunt  
group members are referred to as “agents,” who log in to the ACD hunt group to  
Distributing Calls  
Calls are distributed through an ACD hunt group based on Agent IDs or extensions,  
as described below.  
Agent IDs: If the hunt group is programmed to use ACD Agent IDs, each agent  
is assigned an Agent ID number to enter during the login procedure (see Logging  
In and Out of ACD Hunt Groups). The hunt group calls are routed to logged-in  
agents, according to their Agent ID number instead of their extension number.  
Because the Agent ID is not associated with any extension, the agent can use any  
endpoint in the system to log in.  
Members: If the hunt group is not programmed to use Agent IDs, it will have a  
pre-programmed list of endpoints and will send calls to the endpoints where  
agents are logged in.  
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Logging In and Out of ACD Hunt Groups  
Agents can log in to and out of the ACD hunt group at any time. While logged in, the  
agent receives calls through the ACD hunt group. When the agent is logged out, calls  
to that ACD hunt group bypass the agent.  
To log in to all of your ACD hunt groups at once using the ACD Agent Login/  
Logout feature code:  
START  
3
2
8
Press  
and dial  
and enter your Agent ID, if necessary. The display  
shows AGENT LOGGED IN TO ALL ACDS, and you hear a confirmation tone.  
NOTE: This feature code acts as a toggle. If you were already logged in, the display  
shows AGENT LOGGED OUT OF ALL ACDS, and you hear a confirmation tone.  
To log in to one or more hunt groups using the ACD Agent Login feature code:  
START  
3
2
6
1. Press  
NUMBER.  
and dial  
. The display shows AGENT LOGIN ACD  
2. EITHER, Enter the desired ACD hunt group number.  
# >  
OR, Press  
to log in to several ACD hunt groups at once. The display  
shows AGENT LOGIN AGENT ID.  
NOTE: If you entered an invalid hunt group number, the display shows NOT AN  
ACD HUNT GROUP, and you hear repeating tones.  
3. Do one of the following:  
To log into one or more ACD hunt groups using Agent IDs: Enter your  
Agent ID. The display shows AGENT LOGGED INTO ALL ACDS. You  
are logged into the ACD hunt group using Agent IDs.  
If another Agent ID is already logged in at this endpoint, you hear repeating  
tones, and the display shows DIFFERENT AGENT ID ALREADY USED.  
You must have the other agent log out before you can use that endpoint.  
To log into one or more ACD hunt groups not using Agent IDs: Press  
# >  
. The display shows AGENT LOGGED INTO ALL ACDS. You are  
logged into the ACD hunt group that does not use Agent IDs.  
If you were already logged in, the display shows ALREADY LOGGED  
INTO <hunt group>.  
If you are not a member of the entered hunt group, the display shows NOT  
AN AGENT IN THIS HUNT GROUP, and you hear repeating tones. Start  
over.  
END  
4. Press  
to hang up. Repeat this procedure to log into additional ACD  
groups, if necessary.  
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When you log in to a group, you may be automatically connected to a call after you  
hear a short ring burst. If the ACD Agent ID Automatic Connect option is enabled for  
your hunt group and you are using a headset, you will be automatically connected. If  
this option is not enabled for your hunt group, the call will ring until you answer it or  
until it times out to another extension.  
NOTE: Even if the ACD Agent ID Automatic Connect option is enabled, the first call  
you receive (after you log in or remove your endpoint from DND while logged in) will  
ring until you answer it. You will, however, be automatically connected to subsequent  
calls.  
To log out of one or more ACD hunt group:  
START  
3
2
8
1. EITHER, Press  
and dial  
to log out of all of your ACD hunt  
groups at once. The display shows AGENT LOGGED OUT OF ALL ACDS,  
and you hear a confirmation tone.  
START  
3
2
7
OR, Press  
and dial  
. One of the following displays will appear:  
If you were logged in to only one hunt group, the display shows AGENT  
LOGGED OUT OF <hunt group>. The procedure is complete.  
If you were logged in to more than one hunt group, the display shows  
AGENT LOGOUT ACD NUMBER. Dial the extension number of the  
desired ACD hunt group.  
If you were not logged in to any hunt group, the display shows NOT  
LOGGED INTO ANY ACD GROUP.  
END  
2. Press  
to hang up.  
Ending an ACD Hunt Group Call  
Each time you end an ACD hunt group call, a wrap-up timer is started. Until this  
timer expires, you will not receive another call through any ACD hunt group. You  
can, however, end the wrap-up session before this timer expires, as described below.  
To terminate the ACD Agent wrap-up period before the timer expires:  
START  
3
2
9
Press  
and dial  
.
NOTE: If you were not logged in to an ACD hunt group, the display shows CANNOT  
ACCESS RESERVED FEATURE.  
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Using Your Advanced Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . 76  
Setting Up Your E-Mail Password . . . . . . . . . . . . . . . . . . . . . . . 77  
Accessing E-Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79  
Using Main Menu E-Mail Reader Count . . . . . . . . . . . . . . . . . . . 81  
Accessing Fax Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82  
Recovering Deleted Messages . . . . . . . . . . . . . . . . . . . . . . . . . . 83  
Changing Message Envelopes . . . . . . . . . . . . . . . . . . . . . . . . . . 84  
Voice Mail Flowchart (Advanced Mailbox). . . . . . . . . . . . . . . . . 85  
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INTRODUCTION  
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 10). 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 19)  
Recording your personal greetings (see page 20)  
Recording your voice mail directory name (see page 21)  
Accessing your mailbox (see page 33)  
Disabling and enabling ASR (see page 34)  
Accessing voice mail messages (see page 35)  
Recording and sending voice mail messages (see page 38)  
Canceling unheard voice mail messages (see page 40)  
Changing your mailbox password (see page 48)  
Changing the call screening transfer method (see page 50)  
Programming a fax destination (see page 51)  
Changing the message search order (see page 51)  
Programming remote messaging (see page 52)  
Screening calls (see page 60)  
Using the voice mail directory (see page 64)  
NOTE: For a voice mail flowchart for standard mailbox users, see page 101.  
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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 84). 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 79).  
When you access a fax message, E-Mail Reader announces the fax envelope accord-  
ing to the envelope options that you set (see page 84). 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 82).  
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USING YOUR ADVANCED MAILBOX  
After you set up your mailbox (see page 18), 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 77).  
When you access your mailbox (see page 33), 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 press  
.
2
To record voice mail messages: Say “Record” or press  
.
3
To access e-mail messages: Say “E-Mail or press  
.
4
To access personal mailbox options: Say “Personal” or press  
.
5
To access message options: Say “Options” or press  
.
6
To access facsimile messages: Say “Facsimile” or press  
.
8
To disable ASR (for that call only): Say “Disable” or press  
.
At any menu level, you can say “Cancel” or press  
to cancel or return to the pre-  
*
#
vious menu or say “Accept” or press  
advanced mailbox users, see page 85.  
to accept. For a voice mail flowchart for  
NOTE: All of the menu options and instructions for using the advanced mailbox are  
presented as voice commands and numeric entries.  
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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 does one of the  
following:  
Set up your mailbox (see page 18)  
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 buttons on your end-  
point to set up your e-mail password.  
When setting up your password, the number of times you press 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 presses. As you press  
the buttons, the system announces the current character. For security reasons, 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. Check  
with your administrator if you encounter any difficulties setting up your e-mail pass-  
word.  
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To enter your e-mail password:  
0
NOTE: To repeat menu instructions, say “Help” or press  
at any time.  
ALSO: If you enter an incorrect password, or if you choose to skip setting a new E-Mail  
Reader password, the Main Menu E-Mail Reader Count option (see page 81) is auto-  
matically disabled to prevent having to hear the invalid password prompt for each sub-  
sequent login and to protect against being locked out of your e-mail account.  
1. Access your mailbox as described on page 33. The system announces that it was  
unable to retrieve your e-mail and fax messages, and gives you the following  
options:  
#
Say “Continue” or press  
to access your mailbox without access to your  
e-mail messages.  
1
Say “Password” or press  
to enter your new e-mail password.  
2. When prompted, enter your e-mail password using the dialpad buttons, and then  
#
press  
. (Refer to the table below for dialpad button descriptions.)  
2
NOTE: For a description of special character locations, press  
.
3. Your new password is played. You have the following options:  
#
Say “Accept” or press  
Say “Re-enter” or press  
to accept the password.  
to erase and re-enter the password.  
3
NUMBER OF TIMES BUTTON IS PRESSED  
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
@
1
*Press  
seven times for a blank space.  
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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.  
E-Mail Reader does not distinguish between conventional e-mail messages and meet-  
ing invitations and responses. Therefore, e-mail messages and meeting messages  
(including invitations, cancellations, and responses) can all be accessed by selecting  
option three from the main menu.  
When you access your e-mail messages, E-Mail Reader first announces the message  
according to the envelope options you select (see page 84). 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.  
EXAMPLE: For example, Sally User’s supervisor creates a Sales Team meeting invi-  
tation in Outlook 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 supervi-  
sor 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 attending. Microsoft Outlook Web Access: http://TMS-NT-EVS01/Exchange/  
Sally_User/Inbox/Accepted%3A%20Sales%20Team%20Meeting-5.EML.”  
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To access your e-mail with E-Mail Reader:  
0
NOTE: To repeat menu instructions, say “Help” or press  
at any time.  
1. Access your mailbox as described on page 33.  
3
2. Say “E-Mail” or press  
to listen to your e-mail messages. Then select one of  
the following:  
1
Say “New” or press  
Say “Saved” or press  
to listen to new messages.  
to listen to saved messages.  
3
NOTE: You may experience a delay if you have a large number of e-mail  
messages in your in-box (for example, more than 500 messages).  
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 press  
to skip to the end of the recording.  
1
Say “Back up” or press  
to “rewind” a few seconds and replay the mes-  
sage.  
2
#
Say “Pause” or press  
to pause. Say “Continue” or press  
to con-  
tinue.  
3
Say “Forward” or press  
Say “Lower” or press  
to skip ahead.  
to lower the volume.  
4
5
Say “Envelope” or press  
to play the message envelope.  
6
Say “Higher” or press  
to raise the volume.  
9
Say “Delete Message” or press  
to delete the message.  
*
Say “Cancel” or press  
to return to the previous menu.  
4. When E-Mail Reader has finished reading the e-mail you have the following  
options:  
1
Say “Replay” or press  
Say “Reply” or press  
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 press  
to reply to all recipients.  
to reply to the sender.  
2
Say “Sender” or press  
Say “Hear” or press  
3
to hear all recipients.  
NOTE: See page 38 for recording and delivery options.  
3
Say “Forward” or press  
to forward a copy of the message to a fax 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 press  
to verify the number. The system announces  
that the fax is scheduled for delivery.  
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*
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 press  
Say “Envelope” or press  
to listen to the previous message.  
to play the introductory message envelope (see  
5
page 84 for programming instructions).  
6
Say “Next” or press  
Say “Save” or press  
to listen to the next message.  
to save the message.  
7
9
Say “Delete Message” or press  
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. Hang up.  
USING MAIN MENU E-MAIL READER COUNT  
After you set up your E-Mail Reader account, the system announces the number of  
voice mail, e-mail, and fax messages you have each time you access your mailbox  
before you can listen to your messages. The voice prompt that indicates the number of  
e-mail and fax messages is the “Main Menu E-Mail Reader Count” option. (Voice  
mail message prompts are not included in Main Menu E-Mail Reader Count and will  
always be played when you access your mailbox.)  
You can disable the Main Menu E-Mail Reader Count option in your mailbox.  
Disabling the Main Menu E-Mail Reader Count option defers e-mail and fax prompts  
until you select the E-Mail or Fax message option from the main menu. Disabling E-  
Mail Reader Count does not disable E-Mail Reader. It only defers the voice prompts  
until the appropriate option is selected.  
To disable or enable the Main Menu E-Mail Reader Count option:  
1. Access your mailbox as described on page 33.  
4
2. Say “Personal” or press  
to select the Personal Options Menu.  
9
3. Say “More” or press  
to select More Options.  
4
4. Say “E-Mail Reader Count” or press  
to select the E-Mail Reader Count  
toggle option.  
1
5. If E-Mail Reader Count is enabled, say “Disable” or press  
If E-Mail Reader Count is disabled, say “Enable” or press  
to disable.  
to enable.  
1
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ACCESSING FAX MESSAGES  
NOTE: By default, the message lamp lights when you receive a new voice mail mes-  
sage. Although the lamp can be programmed for other functions, it cannot be pro-  
grammed 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 84). 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 33.  
6
2. Say “Facsimile” or press  
to access your fax messages. Then select one of  
the following:  
1
Say “New” or press  
Say “Saved” or press  
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 press  
to forward a copy of the message to another  
destination. Then say or enter the fax destination number. The system plays  
the fax destination number. Select one of the following:  
#
Say “Yes” or press  
to verify the number. The system announces  
that the fax is scheduled for delivery.  
Say “No” or press  
to start over.  
to listen to the previous message.  
to play the introductory message envelope (see  
*
4
Say “Previous” or press  
Say “Envelope” or press  
5
page 84 for programming instructions).  
6
Say “Next” or press  
Say “Save” or press  
to listen to the next message.  
to save the message.  
7
9
Say “Delete Message” or press  
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. 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 33.  
5
2. Say “Options” or press  
3. Say “Recover” or press  
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 press  
to recover a voice mail message.  
to recover an e-mail message.  
to recover a fax message.  
2
Say “E-Mail” or press  
3
Say “Facsimile” or press  
1
5. EITHER, Say “Listen” or press  
to listen to your deleted messages and  
choose which ones to recover. After each message you can:  
1
Say “Replay” or press  
Say “Reply” or press  
Say “Forward” or press  
Say “Previous’ or press  
Say “Envelope” or press  
to replay the message.  
2
to reply to the message.  
to forward the message.  
to listen to the previous message.  
3
4
5
to play the message envelope.  
6
Say “Next” or press  
to listen to the next message.  
7
Say “Recover” or press  
OR, say “Recover” or press  
to recover the message.  
to recover all deleted messages.  
2
3
OR, Say “Purge” or press  
6. Hang up.  
to permanently delete all deleted messages.  
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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 33.  
4
2. Say “Personal” or press  
3. Say “Envelope” or press  
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 press.  
.
2
Say “E-Mail” or press  
.
3
Say “Facsimile” or press  
.
5. You can then do any of the following:  
1
Say “Time, Date” or press  
to enable or disable the time and date  
options.  
2
Say “Source” or press  
to enable or disable the message source option.  
3
For voice mail, say “Length” or press  
to enable or disable the message  
length option.  
3
For e-mail, say “Subject” or press  
to enable or disable the subject  
option.  
3
For faxes, say “Pages” or press  
to enable or disable the pages option.  
4
Say “All Options” or press  
to enable all options and return to the Per-  
sonal Options Menu.  
5
Say “None” or press  
to disable the entire envelope and return to the  
Personal Options Menu.  
#
Say “Accept” or press  
to accept the changes.  
Say “Cancel” or press  
6. Hang up.  
to return to the Personal Options Menu.  
*
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VOICE MAIL FLOWCHART (ADVANCED MAILBOX)  
*
NOTE: In most menus, you can say “Cancel” or press  
to return to the previous menu. Say  
#
“Accept” or press  
to accept the option.  
MAILBOX ACCESS  
EITHER, Press the Mes-  
sage button to respond to a  
message from voice mail.  
ACCESSING MESSAGES  
Note: Options vary by media  
type.  
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 press  
, and  
say or enter your mailbox  
number.  
“Pause”  
(See Recording Options)  
Enter your password  
Move “Forward”  
“Lower” (volume)  
Play the “Envelope”  
“Higher” (volume)  
“Save” the Message  
“Delete” the Message  
“Skip” to the End  
2
3
Record Directory “Name”  
(press  
).  
#
(See Recording Options)  
Record “Password”  
SUBSCRIBER MAILBOX MENU  
4
Change “Envelope” Settings  
1
2
3
4
5
6
8
“Voice Mail”  
1
2
“Time, Date”  
“Source”  
“Record”  
“E-Mail”  
3
“Length/Subj./Pages”  
“All Options”  
“Personal” Options  
“Options” Message Options  
“Facsimile”  
4
5
After the message:  
“None”  
1
2
3
4
5
6
7
9
“Replay” Message  
5
9
“Remote” Messaging  
“Primary” Cascade  
“Alternate” Cascade  
“More” Options  
Fax “Number”  
“Reply” to the Message  
“Forward” a Copy  
“Disable” ASR  
1
2
Go to “Previous” Message  
Play the “Envelope”  
Go to “Next” Message  
“Save” the Message  
“Delete Message”  
RECORDING OPTIONS  
1
2
4
5
Dial the mailbox number,  
reply to a message, or for-  
ward a message.  
Message “Order”  
“E-Mail Rdr. Count”  
“Transfer” Method  
“Record” your message.  
2
#
3
Pause  
“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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SECTION CONTENTS  
PAGE  
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88  
What the Administrators Can Do for You . . . . . . . . . . . . . . . . . 88  
Frequently Asked Questions (FAQ) . . . . . . . . . . . . . . . . . . . . . . 89  
Default Feature Codes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92  
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INTRODUCTION  
If you want to know more about your endpoint and voice mail system, this is the sec-  
tion for you. With additional information and FAQs, you should be able to find  
answers to most of your questions.  
NOTE: Because the telephone system is very flexible and programmable, the proce-  
dures for using the features might vary slightly from the descriptions in this guide. If so,  
your trainer or system administrator can tell you how your system differs and how to  
use the features.  
WHAT THE ADMINISTRATORS CAN DO FOR YOU  
The administrators are the people to whom you should turn if you have any problems  
with your endpoint and/or voice mail. They have access to advanced programming  
features and can reset certain settings associated with your endpoint.  
The types of administrators that can help you with your endpoint/voice mail are as  
follows:  
System Administrator: Performs certain telephone system functions, including:  
— Setting the date and time  
— Programming System Speed-Dial numbers  
— Making database changes, such as programming usernames, toll restriction,  
DND messages, and extension numbers  
Voice Mail Administrator: Performs tasks associated with the voice mail sys-  
tem, including:  
— Recording a broadcast message that is sent to all mailboxes at once  
— Performing mailbox maintenance (such as changing your password)  
— Customizing voice mail prompts  
NOTE: For problems that are network-related, contact your network administrator.  
If you are a system administrator or if you need additional information not available  
in this guide, refer to your system’s administrator guide.  
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FREQUENTLY ASKED QUESTIONS (FAQ)  
This section includes some of the most frequently asked questions. If you have prob-  
lems with your endpoint or mailbox, refer to this section before you contact your sys-  
tem administrator, voice mail administrator, or your local Inter-Tel provider.  
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 pressing  
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 48).  
Q2.  
A2.  
How do I program System Speed-Dial numbers?  
Only your System Administrator can program System Speed-Dial numbers. You can,  
however, program up to ten Station Speed-Dial numbers (see page 54).  
Q3.  
A3.  
How do I change the time and date on my endpoint?  
Only your System Administrator can change the time and date. Please contact your  
System Administrator if you notice that the date and time are incorrect.  
Q4.  
A4.  
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 (see  
page 37). If you attempted to undelete a voice mail within this time frame, however,  
your telephone system may not have the latest software. Or, your voice mail system  
may not have sufficient space programmed to store deleted messages. Contact your  
System Administrator to determine if this feature is available.  
Q5.  
A5.  
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. You cannot alter  
this at your endpoint.  
Q6.  
A6.  
How can I change the name displayed on my endpoint?  
Only your System Administrator can change the user names assigned to extensions.  
Q7.  
A7.  
Why cant I program a Station Speed-Dial number to the button I want? It keeps say-  
ing that the button is non-programmable.  
Your System Administrator has programmed that button as a non-programmable but-  
ton. Because you cannot override system programming from your endpoint, you must  
choose another button.  
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Q8.  
A8.  
Why dont the local telephone company star codes (i.e.*82, *69, etc.) work when I use  
the Outgoing Call access code to call an outside number?  
Rather than use the Outgoing Call access code to obtain an outside line, you must dial  
a Select Line Group number before you can use the star codes. For example, if your  
system is using the default Select Line Group numbers, you would have to dial 92001  
to access that line. Once you have dial tone, you can dial the star code and the num-  
ber.  
Q9.  
A9.  
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 77 for additional information about entering  
your e-mail password if E-Mail Reader is enabled for your mailbox.  
Q10.  
A10.  
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 77 for additional information about entering your e-mail  
password.  
Q11.  
A11.  
Why dont I have e-mail and fax messages in my mailbox?  
If your mailbox is the standard voice mailbox (see page 10), 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.  
Q12.  
A12.  
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 13 for  
additional guidelines for using ASR.  
Q13.  
A13.  
When I receive an incoming call, the endpoint rings only once and the display shows  
the partys extension once and goes back to the idle mode. What is wrong?  
START  
You must disable the Handsfree Mode feature code (319) by pressing  
and dial  
3
1
9
.
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90  
Q14.  
A14.  
Why cant I use one of the features described in this guide?  
There are a few reasons why you might not be able to access the feature. Some possi-  
ble reasons include:  
Your system software version may not support the feature. Check with your sys-  
tem administrator to see which software version your telephone system currently  
uses and if there are any features restrictions for your system.  
Your system administrator may not have enabled the feature for your endpoint.  
Your system administrator may have programmed your endpoint to block the fea-  
ture.  
Q15.  
A15.  
If I need further assistance, how do I get technical support?  
First, contact the appropriate administrator (system, voice mail, or network) if you  
have a question that is not covered in this user guide. If you need further assistance,  
contact your local authorized Inter-Tel provider. Inter-Tel providers can be located  
using the Inter-Tel Web site at www.inter-tel.com. All Inter-Tel sales, service, and  
support are handled at the local level.  
®
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DEFAULT FEATURE CODES  
Use the blank spaces below to enter custom feature codes, if necessary.  
OUTSIDE LINE ACCESS CODES  
ACCESS CODE NAME  
Select Line Group 1-208  
Automatic Route Selection  
Emergency Call  
ACCESS CODE  
92001-92208*  
92000*  
NEW CODE  
911 (999 in Europe)  
8
Outgoing Call  
*These defaults may differ depending on the software version.  
EXTENSION NUMBERS  
EXTENSION NAME  
EXTENSION NUMBER  
NEW NUMBER  
Endpoint Extensions  
1000-1999  
2000-2299  
0
Hunt Groups  
Attendant  
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GENERAL FEATURE CODES  
FEATURE NAME  
Account Code – Following Calls  
Account Code – Optional  
ACD Agent Log In  
FEATURE CODE  
391  
390  
326  
327  
328  
329  
375  
376  
351  
361  
360  
350  
314  
355  
357  
356  
358  
5
NEW CODE  
ACD Agent Log Out  
ACD Agent Log In/Out  
ACD Agent Wrap-Up Terminate  
Agent Help Request  
Agent Help Reject  
Answer (Ringing Call)  
Automatic Intercom Access On/Off  
Automatic Line Access On/Off  
Automatic Line Answer  
Backspace Button  
Call Forward All Calls  
Call Forward If Busy  
Call Forward If No Answer  
Call Forward No Answer/Busy  
Conference  
Change Language  
301  
340  
394  
307  
300  
370  
371  
372  
373  
395  
336  
335  
330  
322  
323  
324  
365  
366  
368  
367  
7
Data  
Default Station  
Directory (IDS or Basic)  
Display Time And Date  
Do-Not-Disturb  
Do-Not-Disturb Cancel  
Do-Not-Disturb On/Off  
Do-Not-Disturb Override  
Feature Button Default  
Hold – Individual  
Hold – System  
Hookflash (Recall in Europe)  
Hunt Group Remove  
Hunt Group Replace  
Hunt Group Remove/Replace  
Message  
Message – Cancel Message Left  
Message – Cancel Message On Endpt  
Message – Silent Message  
Page  
Page Receive On/Off  
Program Baud Rate  
325  
393  
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FEATURE NAME  
FEATURE CODE  
397  
392  
6
NEW CODE  
Program Buttons  
Program Station Password  
Queue (Callback) Request  
Record-A-Call  
385  
380  
331  
305  
306  
359  
4
Redial  
Redirect Call  
Reminder Message  
Reminder Message Cancel  
Remote Programming  
Reverse Transfer (Call Pick-Up)  
Review Buttons  
396  
377  
398  
382  
383  
352  
353  
354  
381  
399  
346  
345  
Ring Intercom Always On/Off  
Ring Tone Selection  
Station Speed Dial  
Station Speed-Dial Programming  
System Forward Enable  
System Forward Disable  
System Forward On/Off  
System Speed Dial  
Switch Keymap  
Transfer To Hold  
Transfer To Ring  
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NOTES  
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Changing 46  
call screening transfer method 50  
Index  
directory name 21  
e-mail password 78  
A
fax destination number 51  
message envelope 49  
message search order 51  
personal greeting 21  
ring type 46  
About This Guide  
About Voice Mail 12  
About Your Endpoint  
Accessing  
3
e-mail messages 79  
Accessing Your Endpoint 67  
Account Codes 60  
ACD Hunt Groups 69  
Administrators 88  
Conference Calls 57  
Advanced Mailbox  
Defaults  
using 76  
voice mail flowchart 85  
Agent Help 68  
Agent IDs 69  
Alternate Greeting 20  
Answer A Call  
Automatic Call Answer 47  
Delivery Options 39  
Dialing Speed-Dial Numbers 57  
Dialpad and Indicators  
Directories 57  
B
Basic Search 63  
Basic Search dialpad button descriptions 63  
IDS dialpad button descriptions 62  
Telephone 61  
Basic Button Functions  
Basic Search 63  
Battery Packs  
7
Battery Packs & Headset  
Buttons  
Voice Mail 64  
message 32  
account codes 60  
automatic call answer 47  
C
Call Forwarding 29  
do-not-disturb 42  
Call Screening 60  
Call Transfer 26  
Call Waiting 24, 32  
Callbacks 23  
hunt group calls 69  
message envelope options 49  
date, time, name, and extension number display 31  
Distributing Calls 69  
Calls  
ending ACD 71  
making 22  
Do-Not-Disturb 57  
making emergency 24  
picking up (reverse transferring) 28  
redirecting 23, 24  
Canceling  
messages 32  
Cascade Levels 52  
E
E-Mail Messages 79  
E-Mail Reader 12, 77  
Emergency Calls 24  
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Enabling  
cascade levels 53  
do-not-disturb 42  
hunt group calls 69  
paging 58  
system forwarding 30  
enabling and disabling 81  
Ending  
ACD hunt group calls 71  
Endpoint Configuration 46  
Endpoint Guidelines 15  
Entering  
L
Last Number Dialed/Saved 31  
4
Learning More 87  
account codes 60  
Enterprise Messaging 12  
F
Fax Destination Number 51  
Fax Messages 82  
Features  
Mailbox Almost Full/Full 33  
Main Menu E-Mail Reader Count 81  
agent help 68  
do-not-disturb 41  
Maintenance  
6
Maintenance and Diagnostics  
6
Making and Receiving Calls 22  
Making Emergency Calls 24  
Message  
message 32  
redirect calls 23, 24  
ring intercom always 22  
speed dialing 54  
Finding Your Way  
Flowchart  
1
feature 32  
search order 51  
Forwarding Calls 29  
listening 35  
redirect calls 30  
listening to messages 35  
receiving 35  
Frequently Asked Questions (FAQ) 89  
Full Mailbox 33  
recording and sending voice mail messages 38  
Messaging, Remote 33, 52  
Moving On 45  
G
Getting Started 17  
Greetings 20  
Muting The Microphone 25  
H
O
Headset  
9
Outside  
Hold 25  
party’s name/number 31  
Outside Calls 23  
Hunt Group Calls Enabled/Disabled 69  
Hunt Groups 70  
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P
Picking Up a Call 28  
Placing  
Selecting a Ring Type 46  
calls on hold 25  
outside calls 23  
Primary Greeting 20  
Programming  
SMDR (Station Message Detail Recording) 60  
cascade levels 52  
Standard Account Codes 60  
Station Speed Dial 54  
date and time notification 53  
fax destination 51  
Station-to-Station Messages 32  
System Administrator 88  
feature buttons 59  
outside number as a feature button 59  
ring intercom always 22  
System Speed Dialing 57  
Telephone Directory 61  
R
Receiving  
messages 32  
outside calls 24  
Record-A-Call 57  
Recording  
to an outside number 27  
Recording Personal Greetings 20  
Redialing a Number 31  
Redirect Call 30  
to voice mail 27  
Transferring To An Outside Number 27  
Transferring To Another Extension 27  
Redirect Calls 23, 24  
Remote Messaging 33, 52  
Requesting  
Using  
account codes 60  
advanced mailbox 76  
defaults 19, 41, 47  
do-not-disturb mode 57  
feature buttons 59  
record-a-call 57  
a reminder message 43  
Responding to a Waiting Call 24  
Returning to Default Station 47  
Reverse Transfer (Call Pickup) 28  
Ring Intercom Always 22  
Ringing with Headset  
9
voice mail messages 35  
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V
Voice Mail  
administrator 10  
What the Administrators Can Do for You 88  
Working in Hunt Group 69  
messages 35  
Voice Mail Flowchart  
advanced mailbox 85  
Voice Mail Messages  
recording and sending 38  
recovering deleted 37  
Voice Mail Options 48  
volume levels 46  
Wrap-Up Timer 71  
Z
Zones, Page 58  
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100  
VOICE MAIL FLOWCHART (STANDARD VOICE MAILBOX)  
NOTE: At any menu level, you can say “Cancel” or press  
to cancel or return to the previous  
#
menu or say “Accept” or press  
to accept.  
MAILBOX ACCESS  
LISTENING TO MESSAGES  
EITHER, Press the Mes-  
sage button to respond to a  
message from voice mail.  
OR, Call the voice mail  
extension number, say  
While the message is playing:  
PERSONAL OPTIONS  
Record “Greeting”  
1
2
3
4
5
6
7
9
#
“Back Up”  
1
“Pause”  
1
2
3
“Primary” Greeting  
“Alternate” Greeting  
“System” Greeting  
“Login” or press  
, and  
Move “Forward”  
“Lower” (volume)  
Play the “Envelope”  
“Higher” (volume  
“Save” the Message  
“Delete” the Message  
“Skip” to the End  
say or enter your mailbox  
number.  
Enter your password  
(See Recording Options)  
(press  
).  
#
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 OPTIONS  
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” (EM only)  
Delivery “Options”  
1
2
3
“Change”  
“Personal” #  
TRANSFER METHOD  
1
2
3
“Unannounced”  
“Screened”  
“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”  
1
Cancel “Unheard” Messages  
“Recover”Deleted Messages  
All “Days”  
“Priority”  
2
Individual “Day” 1-7  
“Send”  
1
2
3
4
“Listen”  
Select Message “Category”  
Copy (non-EM systems)  
Send and Exit  
#
1
“Recover” All  
“Purge” All  
“All Messages”  
Hang Up  
2
“Priority” Messages  
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Part No. 935.4519  
Issue 6, March 2006  
A:46/562:A  
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