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Table of Contents
Related Manuals for Crexendo SIP 300P
Summary of Contents for Crexendo SIP 300P
- Page 1 T E L E P H O N E U S E R ’ S G U I D E...
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Page 2: Table Of Contents
Contents PREFACE ..............................5 Section 1: Introduction to the Crexendo Telephone User’s Guide ........... 6 Section 2: Two Ways to Make Changes ..................... 6 Section 3: Organization and Navigation ..................... 7 Section 4: Conventions ........................8 Section 5: Assistance .......................... 9 Section 6: Brief Summary of the Parts, Chapters, and Sections in this Guide ...... - Page 3 Section 2: Retrieving Voicemail Messages from Your Phone ............53 Section 3: Retrieving Voicemail Messages from an Outside Line ..........54 Section 4: Retrieving Voicemail Messages using the Crexendo Web Portal ......... 54 Section 5: Processing Voicemail Messages ..................55 Section 6: Forwarding Your Voicemail Messages to an Email Address ........
- Page 4 Section 9: Call History (Dialing From) ....................65 Section 10: Statuses .......................... 66 Section 11: Company Directory (SIP 300 Series Phones Only) ............67 Section 12: Local Directory ....................... 67 Part 4: TROUBLESHOOTING ........................71 Troubleshooting the Crexendo SIP Phone ....................72 User’s Guide Rev.110212...
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Page 5: Preface
PREFACE Sections in this Chapter: Section 1: Introduction Section 2: Two Ways to Make Changes Section 3: Organization and Navigation Section 4: Conventions Section 5: Assistance Section 6: Brief Summary of Sections Section 7: Links to Related Documentation ... -
Page 6: Section 1: Introduction To The Crexendo Telephone User's Guide
The Crexendo Telephone system uses both hardware (the phone or adaptor) and software (the Phone’s Interface and the Crexendo Web Portal Interface) to program the phone for maximum benefit. It may take a combination of phone settings and portal options to make the feature you want work. This guide includes instructions for both. -
Page 7: Section 3: Organization And Navigation
Section 3: Organization and Navigation Chapters and Sections The Crexendo Telephone User’s Guide is organized into Parts, Chapters, and Sections. Parts are made up of Chapters which are comprised of Sections Each Chapters will provide a list of all of its Sections on the first page with links to take you directly to the Section you want to review. -
Page 8: Section 4: Conventions
Section 4: Conventions Icons In order to help you quickly locate the information you need within the User’s Guide we have created icons that appear to the left of text to tell you just what kind of information is contained in the paragraph marked by the icon. -
Page 9: Section 5: Assistance
Section 5: Assistance Help within the Crexendo Web Portal As you navigate through the Web Portal, context-sensitive Help screens can be accessed by clicking the Options dropdown at the top right of any screen and clicking on the Help Option... -
Page 10: Customer Support
See the Links to Related Documents in Section 7 Customer Support Contact your Crexendo System Administrator for first-tier answers and troubleshooting The Crexendo Cloud Communications Professional Services Support Team is ready to help at any 855.211.2255 time at User’s Guide Rev.110212... -
Page 11: Section 6: Brief Summary Of The Parts, Chapters, And Sections In This Guide
Phones Key to SIP 300 Series Phone Options Definitions of the buttons and function keys on your phone Connecting your SIP 300P Model Phone Review easy-to-understand pictorial instructions for connecting your devices to the Internet and use links to Connecting your SIP 300G Model Phone... - Page 12 Choose your Ring Tone on the Phone Setting Date & Time Set the Date and Time formats on the phone display Logging into the Crexendo Web Portal Log into the Crexendo Web Portal Modifying the Phone’s Display Name Change the name that displays on the phone Label Create “one-click”...
- Page 13 View and make a call from the Company Directory Only) Add your own personal contacts to the Local Directory on Local Directory your device Part 4: Troubleshooting Troubleshooting the Crexendo SIP Phone A workflow to help diagnose problems with the phone User’s Guide Rev.110212...
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Page 14: Section 7: Links To Related Documents
QuickStart Guide Quick Reference Guides SIP 200 Model Phone Quick Reference Guide SIP 300 Series Phone Quick Reference Guide Terms of Service Crexendo Business Phone Services Terms of Use E911 Policy Crexendo Use of 911 Services Policy User’s Guide Rev.110212... -
Page 15: Section 7: Contact Us
Questions about additional equipment or services can be directed to our Sales Team by calling: 877 517 7772 The use of Crexendo equipment, software, and services is subject to the Terms of Service located on the Crexendo website: http://www.crexendotelecom.com/terms-of-service. User’s Guide... -
Page 16: Part 1: Getting To Know Your Phone
Part 1: GETTING TO KNOW YOUR PHONE Crexendo SIP Phones provide business-class features for today’s communications needs. This section of the User’s Guide provides detailed information about the different devices, how they work, and step-by-step instructions for the most frequently used calling processes. -
Page 17: Chapter 1: Specifications And Connecting Your Device
Chapter 1: Specifications and Connecting Your Device Sections in this Chapter: Section 1: SIP 300 Series Phones Specifications Key to Phone Options Installation Guide and Video Link for 300P Installation Guide for 300G Phone Display Icons Section 2: SIP 200 Model Phone ... -
Page 18: Section 1: Introduction To The Sip 300 Series Phones
Section 1: Introduction to the SIP 300 Series Phones SIP 300 Series Phone Specifications The Crexendo SIP 300 Series Phones are advanced phone devices. The 300P model is Power over Ethernet (POE) enabled to allow power sourcing through POE-compliant equipment. The 300G phone is a gigabit Ethernet phone that is also POE-enabled and comes with a 4.3”... -
Page 19: Key To The Sip 300 Series Phone Options
Key to the SIP 300 Series Phone Options Display Screen Transfer Lines Speaker Feature Keys Redial Message Volume Headset Cancel Conference Navigation/Scroll Pad Hold Dynamic Softkeys Mute User’s Guide Rev.110212... -
Page 20: Connecting Your Sip 300P Model Phone
Connecting your SIP 300P Model Phone The SIP 300P model Phone supports POE (Power over Ethernet) which means you can plug the device directly into the Internet port provided from your network equipment and maintain power to the 300P phone through that mechanism. A separate power adaptor is also included if needed. The step-by- step Installation Guide below can be used to hook it up. -
Page 21: Connecting Your Sip 300G Model Phone
Connecting your SIP 300G Model Phone The SIP 300G model Phone is a dual Gigabit Ethernet device with a color LCD screen. Like the 300P, this phone supports POE (Power over Ethernet) which means you can plug the device directly into the Internet port provided from your network equipment for power The step-by-step Installation Guide below can be used to hook it up. -
Page 22: Sip 300 Series Phone Display Icons
SIP 300 Series Phone Display Icons In the Display screen of the phone you may see various icons displayed. They Key below shows those icons and describes their meanings: Icon Description Handset Mode Hands-free Speakerphone Mode Headset Mode Call Mute Missed Call Received Calls Dialed Calls... -
Page 23: Section 2: Introduction To The Sip 200 Model Phone
Section 2: Introduction to the SIP 200 Model Phone SIP 200 Specifications The Crexendo SIP 200 Phone is a full-service desk phone equipped with the following standard options: • 3-line LCD with an icon line and 2x15 character lines •... -
Page 24: Key To The Sip 200 Phone Options
Key to the SIP 200 Phone Options User’s Guide Rev. 110212... -
Page 25: Connecting Your Sip 200 Model Phone
Connecting your phone SIP 200 phone is easy. The step-by-step Installation Guide below can be used to hook it up. You may also click to view the helpful How To Install Your Crexendo 200 Internet Phone video located on our website. -
Page 26: Sip 200 Phone Display Icons
SIP 200 Phone Display Icons In the Display screen of the phone you may see various icons displayed. They Key below shows those icons and describes their meanings: Icon Description Handset Mode Hands-free Speakerphone Mode Headset Mode Call Mute Missed Call Received Calls Dialed Calls Call Forward... -
Page 27: Wall-Mounting Your Sip 200 Phone
Wall-Mounting Your SIP 200 Phone To convert the SIP 200 Phone from a desk model to a wall-mounted phone, STEPS: 1) Remove the phone stand from the phone. 2) The Stand can be separated into two parts. Reverse the parts and reattach them so that the angle of the phone is less severe. -
Page 28: Section 3: Introduction To The Digital Telephone Adaptor
Section 3: Introduction to the Digital Telephone Adaptor DigitalTelephone Adaptor Specifications The Crexendo Adaptor is a flexible device allowing you to connect your Fax machines, single-line phones, cordless/wireless dect phone systems, and even your PC. Feature Specifications Ethernet Ports 2 RJ45 (LAN/WAN) - Page 29 Detail of the Crexendo Adaptor User’s Guide Rev. 110212...
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Page 30: Connecting Your Digital Telecom Adaptor
Connecting your Digital Telecom Adaptor Connect your Telephone Adaptor using the step-by-step Installation Guide below. You may also click to view the helpful How To Install Your Crexendo Digital Telephone Adaptor video located on our website. User’s Guide Rev. 110212... -
Page 31: Chapter 2: Adjusting Your Phone
Adjusting the Volume (Handset, Speaker, Headset, Ring) Section 4: Ring Tones Section 5: Setting Date & Time Section 6: Logging into the Crexendo Web Portal Section 7: Customizing the Phone Section 8: Modifying the Phone’s Display Name Label Section 9: Programming Feature Keys (SIP 300 Series only) ... -
Page 32: Section 1: Speakerphone
Section 1: Speakerphone Your Speakerphone lets you converse using the speaker in the phone rather than using the handset. It is not the best way to have a private conversation; however, it is very convenient when you have several people around the phone who all need to hear one (or more) people on the other end of the call. -
Page 33: Section 3: Adjusting The Volume
Section 3: Adjusting the Volume There are four different volume controls that can be adjusted with the Volume (+/-) Key : the Handset, Headset, Speakerphone and Ringer volume. To raise or lower the volume on the Handset, Headset, or Speakerphone, simply press the Volume (+/-) Key up or down when the phone is in the process of dialing a call or during the call itself. -
Page 34: Section 5: Setting Date And Time
Section 5: Setting Date and Time The time and date should automatically appear on your phone when it is plugged in and goes through its power-up cycle. The date and time are set based on the time zone you specified at the time the order for the phone was placed. -
Page 35: User's Guide Rev
7) Enter the Time in this format > Press OK or the Save Softkey (SIP 300 Series) to save the new time. Additional Date/Time Options for SIP 300 Series Phone If you have a SIP 300 Series phone you will also have the following options: •... -
Page 36: Section 6: Logging In To The Crexendo Web Portal
Section 6: Logging In to the Crexendo Web Portal In order to make changes from within the Crexendo Web Portal you must first log in. You do that by going to Crexendo’s website www.crexendotelecom.com. Click the “Login” link at the top of the page. - Page 37 4) Click Register to move to the Messages screen in the Crexendo Web Portal. From here you can navigate to any of the options you require.
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Page 38: Section 7: Customizing The Phone
Section 7: Customizing the Phone We make it easy for you to edit the information specific to your phone by providing an interactive picture of the device (specific to model) for you to edit. Simply click on the various buttons and display options on the device picture to receive popup windows that will guide you through configuring your phone. -
Page 39: Section 8: Modifying The Phone's Display Name Label
Line 1 whereas the information for all of the active lines on the SIP 300 Series phone will be displayed. To change the label information that displays on your phone, log into the Crexendo Web Portal and follow this process:... -
Page 40: Section 9: Programming Feature Keys (Sip 300 Series Phone Only)
(also known as “Star” Codes.) On the SIP 300 Series Phone, there are 10 programmable Feature Keys. You can assign functionality to a key from within the Crexendo Web Portal. STEPS: 1) Click on Device under “Phone” in the left Navigation bar... -
Page 41: Feature Key Options
Feature Key Options The options that can be programmed into each Feature Key are: DND - Do Pressing this button activates the Do Not Disturb functionality. All calls to the phone will be automatically sent to voicemail. Disturb All calls to the phone will be automatically forwarded to the number Forward you designate. -
Page 42: Part 2: Using Voicemail
Part 2: USING VOICEMAIL User’s Guide Rev. 110212... -
Page 43: Chapter 1: Setting Up Your Voice Mailbox
Recording your Name Section 3: Recording your Greeting By Calling Voicemail Directly By Changing Voicemail Prompt in Crexendo Web Portal Record Prompt using Text-To-Speech Record Prompt in your own voice Record Prompt by uploading a .wav file ... -
Page 44: Section 1: Logging Into Voicemail On The Phone
Section 1: Logging into Voicemail on the Phone To set up or change your voicemail options you first need to log in. STEPS: 1) Lift Handset 2) If you already have a voicemail message waiting (the message light is lit), you can press key on your phone to access your voicemail options MESSAGE Dial your Voicemail Pickup extension (usually 4000) -
Page 45: Section 3: Recording Your Greeting
Voicemail Greetings can be recorded two ways: By calling your voicemail directly and following the instructions on the phone or by using the Voicemail Prompt functionality within the Crexendo Web Portal. You may create multiple greetings to be used, for example, when you are out of town, in meetings, or otherwise unavailable. -
Page 46: Change Voicemail Prompt In Crexendo Portal
Change Voicemail Prompt in Crexendo Portal Access your voicemail options by clicking on the Personal Options dropdown list found at the top of the screen in the “Crexendo” bar and selecting My Settings STEPS: 1) In the Voicemail Prompts section, click on the Gear button and select the Add option. - Page 47 Settings screen while you wait for the call) 4) You will receive a call at the number you specified. When you answer the phone, you will hear recording prompts beginning with: "This is the Crexendo Call Back Agent” 5) Press the 1 key to record your greeting Other Recording Options: o Press 1 to listen to the recording you made.
- Page 48 To upload a .wav file to serve as your Voicemail Greeting STEPS 1) Click the radio button next to the Upload a .wav file as my recording option 2) Click on the Choose File button to locate the.wav file from the files on your PC 3) When you have selected the file, the name will appear next to the Choose File button 4) Click Save to import the Voicemail Greeting file.
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Page 49: Activate A Different Voicemail Greeting In The Portal
Activate a Different Voicemail Greeting in the Portal The first greeting you create in the Portal will automatically be assigned as the active greeting and will be the one your callers hear when they reach your voice mailbox. If you have created multiple voicemail greetings to be used under different circumstances, and wish to switch to one of those greetings, simply click the radio button associated with the greeting under the Active Prompt heading. -
Page 50: Section 4: Changing Your Pin/Password
Change PIN/Password in Crexendo Portal Access your voicemail options by clicking on the Personal Options dropdown list found at the top of the screen in the “Crexendo” bar and selecting My Settings Then, click on the Phone Tab. STEPS: 1) In the Voicemail Options section, click into the “Pin”... -
Page 51: Section 5: Designating An "Operator
You have the option to allow callers to Zero-Out--press the “0” (zero) key during the voicemail announcement--in order to reach a designated operator. You can assign an Extension or Personal Number to act as the "Operator" within the Crexendo Web Portal. Pressing “0” will transfer the caller to the Extension or Personal Number you choose. -
Page 52: Chapter 2: Retrieving Voicemail Messages & Voicemail Options
Chapter 2: Retrieving Voicemail Messages & Voicemail Options Sections in this Chapter: Section 1: Introduction to Voicemail Messages Section 2: Retrieving Messages From your Phone Section 3: Retrieving Messages From an Outside Line Section 4: Retrieving Messages From the Web Portal ... -
Page 53: Section 1: Introduction To Voicemail Messages
Dial into the system from an outside line – Access your voicemail remotely • Using the Crexendo Web Portal – Listen to Voicemail Messages over your computer’s speakers or via headphones Once you have successfully logged into your voicemail you will hear a count of the number of new messages you have. -
Page 54: Section 3: Retrieving Voicemail Messages From An Outside Line
STEPS: 1) When you log into the Crexendo Web Portal you are automatically positioned on the Messages page. You may also move to this page by clicking on Messages under the “Messages” heading in the left Navigation Bar Calls to your phone are marked with a phone icon;... -
Page 55: Section 5: Processing Voicemail Messages
Section 5: Processing Voicemail Messages Once you have listened to the voicemail message you will be presented with a series of options that can be accessed by pressing a number on the Keypad: Listen to the recording again • Press the “1” Key Save the message to listen to later •... -
Page 56: Section 6: Forwarding Your Voicemail Messages To An Email Address
Section 6: Forwarding Your Voicemail Messages to an Email Address You may forward your voicemail messages as attachments in email messages to an email address you specify. This setting is user-specific and edited from within the Crexendo Web Portal by editing the user’s Voicemail Options... -
Page 57: Part 3: Making And Receiving Calls - The Basics
Part 3: MAKING AND RECEIVING CALLS – THE BASICS Sections in this Chapter: Section 1: Making a Call Section 2: Redial Section 3: Transfer a Call Section 4: Forward Incoming Calls Section 5: Place/Retrieve Calls on Hold ... -
Page 58: Section 1: Making A Call
Section 1: Making a Call You use a Crexendo Telephone to make a call the same way you would use any phone. Make calls to fellow co-workers by simply dialing their 4-digit extension number Make calls to outside customers or suppliers by dialing the Area Code + Phone Number. -
Page 59: Section 2: Redial
Section 2: Redial The Redial functionality lets you call either the last number you dialed from your phone or view a list of numbers you have dialed previously and select one to call. Call Last Number Dialed STEPS: 5) Lift Handset 6) Press the RD button The last number you called from the phone will show in the Display and will be dialed automatically... -
Page 60: Section 3: Transfer A Call
Section 3: Transfer a Call Not all calls are for you. Often you will need to transfer a call to someone or somewhere else. You can transfer calls to other extensions or numbers, or to a voice mailbox. There are two different ways to transfer a phone call: Blind Transfer –... -
Page 61: Section 4: Forward Incoming Calls
Section 4: Forward Incoming Calls Use the phone’s interface to configure your phone to forward incoming calls to another number or extension STEPS: 1) On the phone, press Menu 2) Use the Down Arrow to move to the Features Option > Press OK 3) Press OK to accept the [Call] Forward option 4) Use the Up/Down Arrows to choose Always [Forward] 5) Use the Left/Right Arrows to toggle to “Enable”... -
Page 62: Section 5: Place/Retrieve Call On Hold
Section 5: Place/Retrieve Call on Hold You can place any active call on hold at any time. Using other lines on the phone you can then choose to make or receive other calls while the original call remains on hold. You can also place any of those additional active lines on hold if you so desire. -
Page 63: Section 6: Dnd - Do Not Disturb
INFO: As calls come in and are sent to the voice mailbox the Missed Call icon will appear and the message “n Missed Call” will show on the phone’s display screen (“n” is the number of missed calls) Set DND Using a Status in the Crexendo Web Portal – See Statuses instructions User’s Guide... -
Page 64: Section 7: Call Waiting
Section 7: Call Waiting The Call Waiting feature is enabled on your phone. If you are currently on a call, a new call can still come through to the phone. You will hear a short beep and see the phone’s power light begin to flash. -
Page 65: Section 9: Call History (Dialing From)
Section 9: Call History (Dialing From) Call History is a lot like the Redial function except that it saves the numbers of all calls you have made and all calls you have received. The Call History list is made up of Dialed calls, Received calls, Missed calls, and Forwarded calls. -
Page 66: Section 10: Statuses
Crexendo Web Portal next to your username and the phone icon. Do Not Disturb and Available are default statuses provided automatically by the Crexendo Web Portal. These statuses cannot be edited or deleted. A status of Available indicates that calls to your personal extension(s), whether from another extension or from a direct inbound number associated with your extension, will ring to your phone. -
Page 67: Section 11: Company Directory (Sip 300 Series Phones Only)
Directories are lists of the users on your telephone system and their associated extensions. A SIP 300 Series phone can import a list of the users on your Crexendo system to a Company Directory on your phone. You can then page through the list and call the selected user from the phone. - Page 68 300 Series Phone Adding Contacts to your Local Directory STEPS 1) Press the DIRECTORY softkey. 2) Press OK to select the Local Directory 3) Press the OK button, then press the Add softkey. 4) Use your keypad to enter the name of the contact. You may have to press a number key more than once to get the correct letter.
- Page 69 Dialing from the Local Directory STEPS 1) Open your list of contacts (Directory > Local Directory > Contacts) then use the Up/Down arrows to highlight the desired contact. 2) Press the Dial softkey to initiate the call If you have entered more than one phone number for this contact you will see a list of their available phone numbers.
- Page 70 Correcting Errors Use the left or right arrows to move to the erroneous character. The character will flash. Press the “X” key to delete the character. To insert a character, move the cursor to the number or letter BEFORE the place where you want to insert additional characters. Press OK to save. TIP: You may also use the “X”...
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Page 71: Part 4: Troubleshooting
Part 4: TROUBLESHOOTING While rare, problems with your phone can occur. This could be a result of several factors: the phone itself malfunctions, the loss of or reduced quality of your Internet connection, or incompatibility in the software/firmware associated with the phone. The following diagnostic workflow will help with troubleshooting problems you might encounter. -
Page 72: Troubleshooting The Crexendo Sip Phone
Troubleshooting the Crexendo SIP Phone Is the Phone On? Does the phone display the correct date and time? • Unplug power from modem and/or router (if present) then proceed to connect Internet cables • Connect power to the modem first and allow to boot •...
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