Poly Trio C60 User Manual
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Poly Trio C60 User Manual

Poly Trio C60 User Manual

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Poly Trio C60 User Guide 9.0.0
SUMMARY
This guide provides the end-user with task-based user information for the featured product.

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Summary of Contents for Poly Trio C60

  • Page 1 Poly Trio C60 User Guide 9.0.0 SUMMARY This guide provides the end-user with task-based user information for the featured product.
  • Page 2 Legal information Copyright and license Privacy policy Open source software used in this product © 2019, 2024, HP Development Company, HP complies with applicable data privacy This product contains open source L.P. The information contained herein is and protection laws and regulations. HP software.

  • Page 3: Table Of Contents

    Product Overview of Poly Trio C60 Systems ....................2 Poly Trio C60 System ..........................2 Navigating Your Phone ........................... 4 Accessing screens on your Poly Trio C60 phone ..................4 Access the Home Screen ......................... 4 Expand or Contract the Home Screen....................6 Access the Place a Call Screen......................
  • Page 4 Redial a Number ............................ 17 Calling Contacts from Directories........................17 Call a Contact from a Directory......................17 Call a Contact from a Directory Search ....................18 Placing Intercom Calls ..........................18 Place an Intercom Call........................... 18 Place an Intercom Call During a Call ..................... 18 Answering Audio Calls ..........................
  • Page 5 Resume a Conference Call ........................... 26 Mute a Conference Participant........................26 Remove a Conference Participant ........................ 26 6  Recording Audio Calls ............................27 Guidelines When Recording Calls ........................ 27 Record a call ..............................27 Pause a recording ............................28 Resume a Recording ............................ 28 Stop recording...............................
  • Page 6 Corporate Directory............................35 Search the Corporate Directory ......................36 Perform an Advanced Search of the Corporate Directory ..............36 Add corporate directory contacts to the local directory ................36 Searching the BroadSoft Directory........................ 36 Search the BroadSoft Directory ......................36 Perform an Advanced Search of the BroadSoft Directory ..............
  • Page 7 View Warnings .............................. 49 Missing Calendar and Meeting Notifications ....................49 Poor Audio Quality with External Microphones ..................... 49 Call Audio from Bluetooth-Connected Phones Doesn’t Come Through System Speakers ......50 Using an Approved Power Source ........................ 50 Test the Hardware............................50 Set Log Levels ..............................

  • Page 8: 1  About This Guide

    Trio C60 ● Audience, Purpose, and Required Skills This guide provides information for Trio C60 systems. Administrators and users can use this guide to configure Poly settings available on the system’s local interface. This guide covers the models listed below: Poly Trio C60 system ●...

  • Page 9: 2  Getting Started

    ● Connecting to wireless networks ● Poly Trio C60 System The following figure displays the hardware features on Poly Trio C60 systems. The table lists each numbered feature shown in the figure. Figure 2-1 Poly Trio C60 System hardware features...
  • Page 10 Table 2-1 Poly Trio C60 System Hardware Feature Descriptions Reference Number Feature Feature Description Volume keys Adjusts the volume of the audio from the speakerphone and ringer. Mute key Mutes the microphones during calls and conferences. The key glows red when activated.

  • Page 11: Navigating Your Phone

    Table 2-1 Poly Trio C60 System Hardware Feature Descriptions (continued) Reference Number Feature Feature Description Touchscreen Select items and navigate menus on the touch-sensitive screen. Speaker and microphones Sends your audio to call participants and provides audio output for the ringer and speakerphone.
  • Page 12 Figure 2-2 Home screen Access the Home Screen...

  • Page 13: Expand Or Contract The Home Screen

    Access the Place a Call Screen Place a Call screen on Poly Trio C60 displays when you select Place a Call on the Home screen or when the system is idle (if set by your administrator). From the Place a Call screen, you can access the dialpad, Contacts, Recent Calls, and the Calendar.

  • Page 14: Calls Screen Overview

    Figure 2-3 Place a Call screen ■ Do one of the following: Select Place a Call ● Select Menu > Place a Call ● Calls Screen Overview Calls screen displays automatically when you place a call and when you have an active call in progress.
  • Page 15 You can also view active and held calls on the phone. If the phone has multiple lines, active and held calls display under the associated line. Figure 2-5 Multiple calls on the Calls screen Chapter 2  Getting Started...

  • Page 16: Poly Controller Screen

    Poly Controller Screen The Poly Controller enables you to operate Poly G7500, Poly Studio X50, or Poly Studio X30 systems using your Poly Trio touchscreen. The Poly Controller is available for Poly Video mode on Trio 8500, Trio 8800, and Trio C60 systems.
  • Page 17 Table 2-2 Poly Controller Screen Feature Descriptions Reference Number Button Name Description Settings Opens the Trio settings menu. Back Returns to the connected system’s display menu. Menu Opens the connected system’s menu. Keypad Opens the system display and the Trio dialpad.

  • Page 18: Icons And Status Indicators

    Table 2-2 Poly Controller Screen Feature Descriptions (continued) Reference Number Button Name Description Previous Returns to the previous Trio settings menu. Volume Keys Controls the device volume or controls the camera zoom in and out. Mute Mutes the microphones during calls.

  • Page 19: Entering Information Using The Onscreen Keyboard

    Table 2-3 Icons and Status Indicators (continued) Icon Description Wireless status Paired device Entering Information Using the Onscreen Keyboard The onscreen keyboard enables you to enter information into text fields using the touchscreen. The onscreen keyboard displays when a text field displays. When a text field requires only numbers, it displays a numerical keypad instead.

  • Page 20: 3  Logging In To And Locking The System

    Logging In to and Locking the System You can log in to and lock a Poly Trio C60 system with the user credentials provided by your system administrator. Logging In to Your Poly Trio C60 Phone If your system administrator has set up user credentials for your phone, you can log in to a phone and access your contacts or favorites, settings, and calendar (if enabled).

  • Page 21: Locking Your Poly C60 Phone

    If your system administrator has set up the system to lock when it isn’t in use, you must unlock it before you can use the system. Your system administrator provides you with a user password that you can use to unlock Poly Trio systems.

  • Page 22: Change Your User Password

    Change Your User Password You can change your user password at any time from the Advanced settings menu on your phone. The Advanced settings menu requires a password to access the menu options. Ask your system administrator for the password if you cannot access menu. Go to Settings >...

  • Page 23: 4  Audio Calls

    Placing Audio Calls Poly phones enable you to place calls to local numbers, international numbers, and contacts. You can initiate calls from your favorites list, recent calls list, and your phone directory. From a locked phone, you can place calls to numbers authorized by your system administrator.

  • Page 24: Call A Favorite

    Connect your device with the phone over Bluetooth. On your device, place a call to a contact and select the Trio C60 as the audio source. Place a Call from a Locked Phone When the phone is locked, you can place outgoing calls only to emergency numbers, such as 911 and authorized numbers that your system administrator sets up.

  • Page 25: Call A Contact From A Directory Search

    Call a Contact from a Directory Search Search for and call contacts on the Search screen in your directory. Select Contacts and select a directory. In the Search field, enter your contact’s name. Select a contact. Placing Intercom Calls Like a normal call, the intercom feature enables you to place a call to a contact. An intercom call differs from a normal call in that the call recipient’s phone answers automatically when not in an active call.

  • Page 26: Answering Audio Calls

    Answering Audio Calls When you receive an incoming call on your phone, answer the call in a variety of ways. Answer an Incoming Call When you receive an incoming call, the phone rings and the Incoming Call screen displays. On the Incoming Call screen, choose to answer or reject the incoming call.

  • Page 27: Answer An Intercom Call

    Answer an Intercom Call When you receive an intercom call, your phone answers the call automatically as long as you don't have an active call already. If the phone answers an intercom call with your microphone muted, you must unmute your microphone before responding to the call.

  • Page 28: Choose A Default Transfer Type

    Use one of the following transfer types: Blind transfer: Transfers the call directly to another line without speaking with the other party first. ● Consultative transfer: Enables you to speak with the other party before completing the transfer. ● Choose a Default Transfer Type Your phone is preconfigured to use consultative as the transfer type, but you can choose the default transfer type to use for all calls on your phone.

  • Page 29: Forward An Incoming Call To A Contact

    Forward an Incoming Call to a Contact Forward an incoming call directly to a contact without answering the call. NOTE: On shared lines, you must answer a call before forwarding it to a contact. On the Incoming Call screen, select Menu and select Forward. On the Call Forwarding screen, enter the forwarding number and select Forward.

  • Page 30: Enable Do Not Disturb

    If you have new messages or you have enabled call forwarding, the messages or forwarding icon ● display instead of the DND icon. NOTE: When you set your presence status to Do Not Disturb and enable DND on your phone, a message reflecting your Do Not Disturb status scrolls under the time display.

  • Page 31: Unmute The Microphones

    Optional: Swipe down a second time to expand the panel and display the icon names. Select the icon of the call application you want to switch to. Cycle Through Call Applications You can switch call applications on Trio C60 systems using the Nav Bar at the bottom of the system's screen. ■...

  • Page 32: 5  Conference Calls

    Conference Calls You can initiate and manage up to 12 audio conference calls on a Poly Trio C60 system. Initiate a Conference Call You can initiate a conference by adding a contact to an active call. This merges the contacts into a conference call.

  • Page 33: End A Conference Call

    Select a contact from Contacts or Recent Calls and select Dial. ● When the contact answers, the phone adds the contact to the conference call. End a conference call End an active conference call. When you end a conference call, by default your connection to the call ends and the other participants in the conference remain in the call.

  • Page 34: 6  Recording Audio Calls

    Recording Audio Calls You can connect a USB flash drive to a and record audio calls onto the drive. Recordings save as .wav files on the USB flash drive, and you can record up to four hours in one .w av file.

  • Page 35: Pause A Recording

    Pause a recording During a call, you might need to pause a recording while the call is active. ■ Select Menu > Pause Recording. Resume a Recording After you pause and then resume recording, recording continues in the same file. ■...

  • Page 36: Stop Playing A Recording

    When you receive an incoming call while playing a recording, the phone automatically pauses the recording playback. If you don’t answer or reject the incoming call, the recording remains paused until you select Resume. To pause the recording, select Pause. Select Resume to continue playing the recording.

  • Page 37: 7  Using The Calendar

    Using the Calendar When connected to Microsoft Exchange Server, you can view and join meetings scheduled in Microsoft Outlook from your phone. Open the Calendar To view and join scheduled meetings, access the calendar on your phone. View meetings for the current day and upcoming meetings. You cannot view meetings for previous days.

  • Page 38: Choose A Meeting Alert Tone

    Audible Once—An alert tone plays the first time a meeting reminder displays but doesn’t play for ● any additional reminders. Audible Always (default)—An alert tone plays each time a meeting reminder displays. ● Go to Settings > Basic > Preferences. Select Calendar Settings >...
  • Page 39 On the Meeting Details screen, choose a number. Chapter 7  Using the Calendar...

  • Page 40: 8  Call Lists And Directories

    Call Lists and Directories Poly phones support a recent calls list, a local directory, and a corporate directory. NOTE: Your phone may not support all of the features described in this section. Check with your system administrator to find out which features are available.

  • Page 41: Delete A Recent Call Entry

    Select Save. Delete a Recent Call Entry You can delete any call entry from the Recent Calls list. Next to a call entry, select Info Select Delete Local Directory Add and save contacts in the phone’s Local Directory, if allowed by your system administrator. Your system administrator can set the Local Directory as read-only or require a password for access to the directory.

  • Page 42: Delete A Local Directory Contact

    On the Edit Contact screen, update the contact’s information. Select Save. Delete a Local Directory Contact You can delete any contact from the local directory. In the Local Directory, select a contact. On the Details screen, select Delete Contact. Select Yes to delete the contact. Local Directory Favorites Favorites are the contacts in your local directory that you call most often.

  • Page 43: Search The Corporate Directory

    Search the Corporate Directory Search for contacts in the corporate directory using either their first name or last name. Go to Contacts > Corporate Directory. In the search field, enter your search criteria and select Submit. Choose a contact and select View to view the contact’s information. Perform an Advanced Search of the Corporate Directory An advanced search enables you to choose to search for contacts by first name, last name, or phone number.

  • Page 44: Perform An Advanced Search Of The Broadsoft Directory

    Perform an Advanced Search of the BroadSoft Directory An advanced search enables you to choose to search for contacts by first name, last name, or phone number. Go to Contacts > BroadSoft Directory. Select Advanced Search and choose how you want to search for a contact: by first name, last name, or a contact number.

  • Page 45: 9  Voicemail And

    Voicemail and Pages You can send, broadcast, and access a variety of audio messages on the phone. NOTE: Your phone may not support all of the features described in this section. Check with your system administrator to find out which features are available. Access Voicemail Messages When there are voicemail messages available on the phone, an audible tone plays and an alert displays on the Messages icon.

  • Page 46: Listen To A Page During An Active Call

    Emergency - By default, broadcasts sent to group 25 are considered emergency broadcasts. ● An emergency broadcast interrupts normal broadcasts, priority broadcasts, and active calls. Emergency broadcasts play at near maximum volume, even if you enable Do Not Disturb. NOTE: When you enable Do Not Disturb, you receive only emergency broadcasts, and non- emergency broadcasts don’t play or display.

  • Page 47: 10  Connecting Bluetooth And Usb Devices

    You can connect a USB or Bluetooth-enabled laptop or mobile device to a Poly Trio C60 system. When you connect a device to the Trio C60 system, you can use the system hardware for the connected device audio and calling functions.

  • Page 48: Connect A Bluetooth Device

    Connect a Bluetooth Device You can connect a Bluetooth–capable mobile phone or tablet to a Poly Trio system, if your system administrator has enabled Bluetooth on the system. The system can remember up to 10 previously paired devices or fewer as set by your system administrator.

  • Page 49: Connect A Usb Device Or Laptop

    Connect a USB Device or Laptop When you connect your Poly phone to a laptop or mobile device, you can use it as a microphone and speaker. ■ Connect your laptop or device to the micro USB port on the underside of the phone.

  • Page 50: 11  Phone Settings

    Phone Settings Make basic customizations on the phone that include changing the time and date format, setting a language, and adjusting the screen brightness. Password Required to Access Basic Settings You may need a password to configure basic settings on your phone. You can enable or customize your phone from the Basic settings menu.

  • Page 51: Set The Phone Language

    Set the Phone Language Choose the language that your phone uses to display the local interface. Check with your system administrator to find out which languages your phone supports. ■ Go to Menu > Settings > Basic > Preferences. Backlight Intensity and Timeout Adjust the settings for the phone’s backlight illumination.

  • Page 52: Set The Backlight Timeout

    Power Saving Mode Poly phones enter power saving mode to conserve energy after being idle for a certain period of time. Determine the period of time that the phone is idle before the screen turns off, and set different idle timeouts for office hours and off hours, such as evenings and weekends.

  • Page 53: Change Idle Timeouts For Power Saving Mode

    You can set the level of sensitivity that the system uses to detect users within its proximity. When the Trio C60 system detects users in its vicinity, the screen remains active. Set the sensitivity to 0 to disable the user detection feature for either office hours or off-hours.

  • Page 54: Set A Ringtone For Incoming Calls

    Set a Ringtone for Incoming Calls Select unique ringtones for incoming calls on different lines on the phone. The default ringtone is Low Trill. Go to Menu > Settings > Basic > Preferences. Select Ring Type. On the Ring Type screen, select a ringtone. Optional: Press the Play softkey to hear the ringtone.

  • Page 55: 12  Maintaining Your Phone

    Maintaining Your Phone When the phone isn’t operating properly, investigate or troubleshoot issues along with any other tasks your administrator may ask you to perform. Update the Phone’s Configuration Your system administrator may ask you to update the configuration for your phone to apply any changes to the phone settings, which you can do without rebooting it.

  • Page 56: 13  Troubleshooting

    Physical obstructions, such as laptop computers, placed between the speaking meeting participant and the Trio C60 and/or the external microphones can result in poor audio quality for the far end. Avoid placing anything between the meeting participants and the Trio C60 system and/or the ●...

  • Page 57: Call Audio From Bluetooth-Connected Phones Doesn't Come Through System Speakers

    Call Audio from Bluetooth-Connected Phones Doesn’t Come Through System Speakers After pairing your phone to the Poly Trio C60 via Bluetooth, the call audio from your mobile phone doesn’t come through the system’s speakers. The Poly Trio C60 NOTE: The following procedure applies to most mobile phones. See your specific device’s product documentation for more information.

  • Page 58: Set Log Levels

    Set Log Levels Your system administrator uses log files to troubleshoot issues with your phone and may ask you to set the level for log files. Contact your system administrator before setting a log level for your phone. Go to Settings > Basic > Diagnostic Logs > Server Log Level. Choose a log level.

  • Page 59: 14  Getting Help

    Getting help Poly is now a part of HP. The joining of Poly and HP paves the way for us to create the hybrid work experiences of the future. Information about Poly products has transitioned from the Poly Support site to the HP Support site.

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