AltiGen comm IP Phone MAXCS 80 Polycom VVX User Guide

							 
MAXCS 8.0 Polycom VVX User Guide  Page 11 of 16 
Expanded Transfer Methods (Advanced Features License required) 
Users with a Polycom Advanced Features license have additional ways to transfer calls within MaxAgent, MaxOutlook, 
MaxCommunicator, and AltiConsole.  
Blind Call Transfer 
With a Polycom Advanced Features license, you have additional ways to perform a blind transfer. 
Method 1: Transfer button 
1 Highlight the connected call. 
2 Enter the number or contact in the dial pad to indicate where to transfer the call. 
3 Click Transfer. (In AltiConsole, click Blind Transfer). 
Method 2: Right-click menu 
1 Highlight the connected call.  
2 Right-click a dialable entry and select Blind Transfer. 
Supervised Call Transfer 
With a Polycom Advanced Features license, you have additional ways to perform a supervised transfer. 
Method 1: Transfer button 
1 Call the third party. 
2 Highlight the call on hold. 
3 Click Transfer.  
Method 2: Transfer button (not supported in AltiConsole) 
1 Call the third party. After discussion, place that call on hold. 
2 Pick up the other call. 
3 Highlight the connected call. 
4 Click Transfer. 
5 Select the transfer target from the list of calls on hold. 
6 Click Transfer. 
Method 3: Right-click menu 
1 Call the third party. 
2 Right-click the call on hold and select Call Transfer. 
3 Right click the original call (which is on hold) and select Transfer. 
   
						

							 
MAXCS 8.0 Polycom VVX User Guide  Page 12 of 16 
Directory Dialing (Advanced Features License required) 
You can choose contacts from a company directory to place calls, transfer calls, and perform other basic functions.  
In order to use this feature, your administrator must set up one or more 
company directories, and must enable your extension for directory 
dialing. 
If your administrator enabled company directory dialing for you, you can 
tap the Directory softkey to display contacts within the directory. You 
can also search the directory to find a contact. 
Note  Your company directory is different from the standard 
“Directories” button on Polycom phones, which shows recent 
calls.  
Using the Company Directory to Transfer Calls 
To use the Directory to transfer a call to another contact, follow these steps. 
1. While on the active call, select Directory. Navigate the list to locate the transfer target, but do not select that 
entry.  
2. If your phone is a model VVX 300, VVX 400, or VVX 1500, press the physical Transfer key on the phone. 
If your phone is a model VVX 500 or VVX 600, press the Home button a few times until the Transfer soft key 
appears along the bottom of the display. Then tap the Transfer softkey. 
3. Press the Home button and select Application.  If you performed step 2, the Directory page will open to show the 
target extension.  If you did not perform step 2, you will need to scroll to find the target extension. 
4. Choose the target extension and select the “call” softkey. The line will ring.  Either wait for the agent to pick up the 
call and then choose Transfer (for a Supervised transfer), or choose Transfer while the line is ringing for a Blind 
transfer. 
We recommend that you perform step 1 to avoid hearing a constant dial tone while searching for the contact in step 4. 
Using the Directory to Conference Calls 
To use the company directory to choose a contact for a conference call, follow these steps. 
1.  While you are on a call, select Directory. Navigate the list to locate the contact, but do not select that entry.  
2. If your phone is a model VVX 300, VVX 400, or VVX 1500, press the physical Conf key on the phone. 
If your phone is a model VVX 500 or VVX 600, press the Home button a few times until the Conf softkey appears 
along the bottom of the display. Then tap the Conf softkey. 
3. Press the Home button and choose Application.  If you performed step 2, the Directory page will open to show the 
target extension.  If you did not perform step 2, you will need to scroll to find the target extension. 
4. Choose the contact and tap the “call” softkey. 
We recommend that you perform step 1 to avoid hearing a constant dial tone while searching for the contact in step 4.   
						

							 
MAXCS 8.0 Polycom VVX User Guide  Page 13 of 16 
Call Record Button (Advanced Features License required) 
If your administrator has enabled a Record softkey for your extension, you can record 
calls by tapping a button on your phone.  To record a call in progress, tap the Record 
softkey, and then tap Record on the next screen. 
 
Line Park (Advanced Features License required) 
To park a call,  
1 While on a call, press the Home button to switch to Home view. 
2 Tap any Line Park softkey to park the call on that line.  Note that you will not hear 
a confirmation announcement. 
If your Administrator configured a “Splash Display” feature for you, you will see 
an alert with the caller name, and you may hear a ring tone for a few seconds. 
3 When you are ready to retrieve a parked call, tap Pickup.  
While a call is parked: 
 The Line Park softkey will flash green.  
 You can tap and hold that Line Park softkey to reveal the Caller’s information. 
 You can tap Ignore to dismiss the ring display and silence the ring, or tap Silence to silence the ring. 
Transfer a Line-Parked Call (Advanced Features License required) 
See the discussion on page 6 about Supervised transfers versus Blind transfers. The same guidelines apply when transferring 
line-parked calls: to speak with the recipient, use a Supervised transfer; in all other scenarios, use a Blind transfer. 
To transfer a line-parked call in cases where you need to speak with the recipient before releasing the call (a Supervised 
transfer), follow this procedure. 
1 After picking up the call, tap Transfer. 
2 Tap More.  Tap Number.   
3 Enter the extension number or choose the number from the Directory or Favorites list.  
4 After speaking with the recipient, tap Transfer. 
To perform a Blind transfer: 
1 After picking up the call, tap Transfer. 
2 Tap Blind. (On some VVX models, you must tap More and then tap Blind.) 
3 Enter the extension number or choose the number from the Directory or Favorites list. 
4 Hang up; the call will automatically transfer. You do not need to wait to hear ringing on the line. 
    
						

							 
MAXCS 8.0 Polycom VVX User Guide  Page 14 of 16 
Paging (Advanced Features License required) 
If your Administrator included you in a Polycom paging group, you can page other 
Polycom users in that group.   
Be aware that Polycom paging works only between Polycom phones that are on the 
same network. 
 Group 1 is the default, and appears at the top of the paging group list.  
 Group 24 (Priority group) will override any active calls.  
 Group 25 is the Emergency paging group. 
 Other paging groups that your Administrator has set up are numbered 2-23. 
1 In Lines view, tap Paging. (This softkey is enabled only if you Administrator added you to Polycom paging groups.) 
2 Tap the paging group that you want to page. 
3 Tap Page. Wait a few seconds, and then begin speaking. 
4 When you finish speaking, tap End Page.   
If you receive a page, your phone will play a brief tone, and then you will hear the page. 
Auto-Answer via Clients (Advanced Features License required) 
You can configure MaxAgent, MaxCommunicator, AltiConsole, and MaxOutlook to automatically answer or place calls. 
This Auto-Answer feature is available only when the Use Polycom phone to make or answer calls option is enabled by your 
administrator. 
If your administrator has enabled the option for you, you can adjust two aspects of this feature. 
Customize How Quickly Calls Are Answered 
The first aspect that you can customize is how quickly calls should be answered. You set this in your client application. 
 In AltiConsole, the Auto-answer setting is under Setup > General. 
 In MaxAgent and in MaxCommunicator, the Auto-answer setting is under Configuration > Extension > Call 
Handling.   
 In MaxOutlook, the setting is Configuration > General. 
Check the Automatically answer after xx seconds option, and then enter how many seconds the application should wait 
before answering calls.  Note that there may be a few seconds (3-4) of delay answering calls with this feature. 
 
Customize Whether Calls Are Directed to the Speaker or a Headset 
The second aspect of this feature that you can customize is whether you want calls to be answered by the phone’s speaker 
or by a headset.  By default, calls are directed to the Polycom phone’s speaker. 
To switch call answering to your headset, press the Headset button twice while the phone is idle. The Headset button will 
begin to blink slowly, to indicate that calls will be answered by the Headset.   
						

							 
MAXCS 8.0 Polycom VVX User Guide  Page 15 of 16 
To switch call answering back to the speaker, press the Speaker button. (There are two other methods you can use to make 
this change: You can pick up the handset or press the Headset button once.) 
If you are not sure which path the phone is using, just look at the Headset button; if it is slowly blinking, calls will be 
directed to the headset. If it is not blinking, calls will be directed to the phone’s speaker. 
A last note: When you have an incoming call, pressing the Headset button will answer the call but will not reset the answer 
path to the headset. 
Polycom Expansion Module 
MaxCS now supports the Polycom VVX Expansion Module, which is a third-party device that is sold by Polycom to work with 
their model VVX IP phones.  
The BLF slots that your administrator has configured for you will overflow from the VVX phone onto the expansion module. 
In other words, the BLF slots will fill up all available slots on the Polycom phone’s LCD display first, then will begin filling up 
the expansion module 
Line Park blinking on the expansion module can become erratic under some specific conditions: 
 Line Park can handle a reasonable amount of traffic on the extension being monitored. If the call volume is too 
high, it will cause high CPU usage and impact the usability of the phone.  
 When you answer a call, a popup message may block your BLF and Line Park screens. Press the Home button one 
or more times to switch to the background and to other screens. 
 If you have a parked or BLF call, you can press the BLF/Line park key for 3 seconds to see the caller ID of the BLF 
ringing or parked call. 
 If your phone switches to power saving mode too often, open the phone’s menus and select Setting > Basic > 
Power saving and adjust the office hours and timeout settings to the maximum value. This will reduce the 
frequency of the phone switching to power saving mode. 
Making Video Calls 
Your administrator can enable your phone to make video calls.  MaxCS supports video calls on the following Polycom IP 
phones. 
• VVX500 
• VVX600 
• VVX1500 
Refer to the documentation that came with your Polycom phone for instructions on making video calls. 
Notes: 
 If two Polycom phones are on a video call and one phone conferences in a third participant, you will lose the video.  
Video will not return even when the third participant drops out of the conference. 
 If you transfer a video call to another party, the video will freeze while you are making the transfer.  Click 
Stop/Start to resume the video. 
General Notes 
Following are some general notes about using your Polycom phone with MAXCS clients. 
 Some Polycom phone models may respond to your input a bit slowly; please give the phone time to process the 
digits that you have entered.   
						

							 
MAXCS 8.0 Polycom VVX User Guide  Page 16 of 16 
 If you have a model VVX 300 or 400, you will not see a Transfer or Hold softkey. Instead, use the phone’s physical 
buttons for those actions. 
 The following feature codes do not work on Polycom phones: #12, #26, #27, #44, #45, #46, #81, #82 
 Forwarding calls is not supported.