shoretel phones user guide

shoretel phones user guide

ShoreTel phones, part of a unified communications system, enhance productivity with effortless communication and stylish designs. These ergonomically designed IP phones streamline workflows across organizations.

What is ShoreTel Unified Communications?

ShoreTel Unified Communications (UC) is a comprehensive system designed to unify the flow of information throughout your business. It goes beyond traditional phone systems, integrating voice, video conferencing, instant messaging, and collaboration tools into a single, seamless platform.

At the heart of this system are ShoreTel ShorePhone IP Telephones, engineered for effortless communication with a focus on style and elegance. This integration boosts productivity across the entire organization, ensuring employees can connect and collaborate effectively, regardless of location. The UC system is a single solution, bringing intercom capabilities even within large, multi-site enterprises.

By consolidating communication channels, ShoreTel UC simplifies workflows and enhances responsiveness, ultimately improving overall business efficiency. It’s about more than just making calls; it’s about connecting people and information.

Benefits of Using ShoreTel Phones

Utilizing ShoreTel phones as part of the broader Unified Communications system delivers significant benefits. Primarily, they boost productivity by ensuring effortless communication across your organization. The ergonomically designed, high-performance phones enhance user experience and streamline daily tasks.

Beyond simple phone calls, ShoreTel offers style and intercom capabilities, even in multi-site enterprises. The intuitive interface, including features like a large color touchscreen on models like the 655, improves user efficiency. Real-time presence information and advanced voicemail (Visual Voicemail) further contribute to a more productive workflow.

Ultimately, ShoreTel phones contribute to a more connected and collaborative work environment, simplifying communication and improving overall business responsiveness. They represent a move towards a more unified and efficient communication strategy.

Understanding Your ShoreTel Phone Model

ShoreTel offers a family of IP phones designed for effortless communication. Models, like the 655, feature touch screen displays and intuitive interfaces for enhanced usability.

ShoreTel IP Phone 655 Overview

The ShoreTel IP Phone 655 is a cornerstone of modern business communication, offering a rich and intuitive user experience. This model distinguishes itself with a large, color touch screen display, providing a crisp and responsive interface that significantly enhances user productivity. Interaction with the phone is seamless, utilizing touchable buttons alongside structured menus for easy navigation.

Beyond basic call handling, the 655 incorporates a virtual keyboard for efficient text entry, streamlining tasks like voicemail access and directory searches. A key feature is its real-time telephony presence information, allowing users to quickly see the availability of colleagues. Furthermore, the integrated Visual Voicemail application provides an advanced voicemail viewer, simplifying message management and retrieval. The 655 is designed to be more than just a phone; it’s a communication hub.

ShoreTel Phone Keypad and Buttons

The ShoreTel phone keypad and buttons are designed for intuitive operation. The numeric keypad facilitates dialing phone numbers and, crucially, searching the Company Directory. Entering the initial letters of a first or last name allows quick access to contact information within your network. Navigation buttons enable scrolling through directory listings to select the desired contact.

Alongside the keypad, soft keys dynamically change function based on the current screen display, providing context-sensitive options. The touch screen interface, particularly on the 655 model, offers virtual buttons and menus for advanced features. These include access to voicemail, call history, and settings. Understanding the interplay between physical buttons and the touch screen is key to maximizing the phone’s capabilities. The Dial soft key completes the call after a contact is selected.

Basic Phone Operations

ShoreTel phones offer simple call management. Easily initiate calls, answer incoming connections, and utilize the hold function for seamless communication within the unified system.

Making a Call

With your ShoreTel IP phone, initiating a call is straightforward. You can directly dial a number using the keypad, leveraging the virtual keyboard available on models like the 655. To reach someone within your organization, utilize the convenient Company Directory.

Simply press the “Directory” button, then enter the initial letters of the desired first or last name using the numeric keypad. Navigate through the results using the Navigation button to pinpoint the correct contact. Once selected, press the “Dial” soft key to immediately connect.

For external numbers, dial the full number including any necessary area codes. The phone’s interface provides clear visual feedback throughout the dialing process, ensuring a smooth and efficient calling experience. Remember to utilize any configured call prefixes for outbound calls as defined by your system administrator.

Answering a Call

When receiving a call on your ShoreTel phone, a visual notification will appear on the large color touch screen display (on models like the 655) indicating an incoming call. You can easily answer the call by pressing the dedicated “Answer” soft key, typically located near the bottom of the phone’s interface.

Alternatively, if a headset is connected, you can answer the call using the corresponding button on the headset itself. The phone’s interface will dynamically update to display call information, including the caller’s name or number (if available from the Company Directory or caller ID).

During an incoming call, you may also have options to decline the call, send it directly to voicemail, or forward it to another extension, depending on your system configuration and personal preferences. The intuitive interface ensures a seamless and efficient call handling experience.

Placing a Call on Hold

During an active call on your ShoreTel phone, you can easily place the caller on hold by pressing the “Hold” soft key. This key is typically located on the phone’s interface, often near the bottom of the screen or alongside other call control options. The caller will then hear hold music or a customizable message, depending on your company’s system settings.

To retrieve a call from hold, simply press the “Resume” or “Recall” soft key – the label may vary slightly depending on your specific phone model. The phone will reconnect you to the caller, resuming the conversation where it left off.

You can also transfer a call to hold while simultaneously accessing the Company Directory or other phone features, allowing for efficient multitasking. The ShoreTel system ensures a smooth and professional hold experience for both parties involved in the call.

Advanced Features

ShoreTel phones offer powerful tools like the Company Directory, Visual Voicemail, and flexible Call Forwarding, enhancing communication and productivity within your organization.

Using the Company Directory

The Company Directory feature on your ShoreTel phone provides a convenient way to locate contact information for colleagues within your organization. To access the directory, simply press the designated “Directory” button on your phone. Once open, you can search for individuals by entering the first few letters of their first or last name using the numeric keypad.

Utilize the Navigation button – typically an arrow or scroll wheel – to scroll through the search results and pinpoint the desired name. The directory displays relevant information, including phone numbers and potentially other contact details. Once you’ve selected the correct entry, press the “Dial” soft key to immediately initiate a call to that individual.

For larger organizations, the directory can be a significant time-saver, eliminating the need to remember or manually enter phone numbers. Remember to keep the directory updated for accurate results!

Visual Voicemail Access

ShoreTel IP Phone 655 offers a sophisticated Visual Voicemail application, accessible directly through the phone’s large color touchscreen display. This feature allows you to manage your voicemail messages in a more efficient and user-friendly manner than traditional voicemail systems.

Instead of listening to messages sequentially, Visual Voicemail presents a list of your voicemails, displaying caller information, date, and time received. You can then selectively listen to messages in any order you choose. The interface provides playback controls – play, pause, rewind, fast forward – for convenient message management.

The advanced voicemail viewer enhances user productivity by providing real-time telephony presence information alongside your messages. You can easily delete, save, or forward voicemails directly from the phone. This intuitive system streamlines communication and ensures you never miss an important message.

Call Forwarding Configuration

ShoreTel offers flexible call forwarding options, allowing you to redirect incoming calls to different destinations based on your needs. You can configure these settings directly from your ShoreTel IP phone or through the ShoreTel Personal Communicator application.

Call forwarding can be set up to forward calls to another extension, an external phone number, or even to a voicemail box. Different modes allow for customized forwarding rules – for example, forwarding all calls, forwarding when busy, or forwarding when unanswered.

Using the Personal Communicator provides granular control, enabling you to define specific forwarding schedules and destinations. This is particularly useful for managing calls during business hours, after hours, or while on vacation. Properly configured call forwarding ensures you remain reachable, even when you’re away from your desk, maintaining seamless communication.

Customizing Your ShoreTel Phone

Personalize your ShoreTel experience by adjusting volume settings and configuring greetings. These features, accessible through the phone’s interface, enhance usability and reflect your preferences.

Personalizing Greetings

ShoreTel allows for customized greetings, enhancing your professional image and providing callers with a personalized experience. You can configure different greetings for various scenarios, such as when you are available, busy, or away. The ShoreTel Personal Communicator is a key tool for managing these settings, enabling you to set unique greetings for different call forwarding destinations.

To personalize your greeting, access the settings through the Communicator application. You’ll typically have options to record a custom audio greeting or utilize a text-to-speech function. Consider crafting a greeting that is professional, concise, and informative, clearly stating your name and offering assistance. Regularly updating your greeting ensures callers receive accurate information regarding your availability. Remember to save your changes after configuring your desired greeting.

Effective greetings improve caller experience and demonstrate a commitment to professional communication within your organization.

Adjusting Volume Settings

ShoreTel IP phones offer comprehensive volume control options to ensure clear audio during calls and for various phone functions. You can independently adjust the handset volume, speakerphone volume, and ringer volume to suit your preferences and environment. The ShoreTel IP Phone 655, with its touch screen interface, provides intuitive controls for these adjustments.

Typically, volume controls are accessible directly on the phone’s touch screen, often represented by up and down arrow icons; You can also find volume settings within the phone’s menu system. Experiment with different levels to find the optimal balance for comfortable listening. Consider your surroundings – a louder volume may be necessary in a noisy environment, while a lower volume is preferable in a quiet space.

Proper volume adjustment enhances call clarity and minimizes distractions, contributing to a more productive communication experience. Regularly check and adjust these settings as needed.

Troubleshooting Common Issues

If your ShoreTel phone isn’t registering, check network connectivity and power. Ensure the phone is properly connected and configured within the system settings.

Phone Not Registering

A common issue users encounter is a ShoreTel phone failing to register with the system. This prevents making or receiving calls. First, verify the physical network connection – ensure the Ethernet cable is securely connected to both the phone and the network jack. Confirm the network is functioning correctly by testing another device on the same port.

Next, check the phone’s power supply. A faulty power adapter can prevent proper startup and registration. If the connection and power are confirmed, access the phone’s configuration menu (if possible) and verify the correct IP address, subnet mask, and gateway settings are entered. Incorrect settings will prevent the phone from communicating with the ShoreTel server.

If you’re still experiencing issues, contact your IT administrator. They can check the ShoreTel server logs for registration errors and ensure the phone is properly provisioned within the system. A server-side issue or incorrect user configuration may be the root cause.

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