USER GUIDE 6.2.21 | September 2020 | 3725-49794-002A Poly CCX Business Media Phones with OpenSIP Getting Help For more information about installing, configuring, and administering Poly/Polycom products or services, go to Polycom Support. Plantronics, Inc. (Poly — formerly Plantronics and Polycom) 345 Encinal Street Santa Cruz, California 95060 © 2020 Plantronics, Inc. All rights reserved. Poly, the propeller design, and the Poly logo are trademarks of Plantronics, Inc. All other trademarks are the property of their respective owners. Contents Before You Begin................................................................................................9 Audience, Purpose, and Required Skills.............................................................................9 Related Poly and Partner Resources..................................................................................9 Getting Started................................................................................................. 10 CCX Phone Hardware Overview.......................................................................................11 Poly CCX 400 Business Media Phones Hardware.................................................11 Poly CCX 500 Business Media Phones Hardware.................................................13 Poly CCX 600 Business Media Phones Hardware.................................................15 Poly CCX 700 Business Media Phones Hardware.................................................17 LED Indicators on CCX Phones............................................................................. 18 Navigating Poly CCX Phones........................................................................................... 19 CCX Business Media Phone Screens....................................................................19 Entering Information Using the Onscreen Keyboard.........................................................25 Entering Chinese Characters with PinYin......................................................................... 25 Using the PinYin Input Widget................................................................................25 Enter Chinese Characters with the DialPad Keys.................................................. 25 Enter Chinese Characters with the Onscreen Keyboard........................................26 Logging In to and Locking Your Phone..........................................................27 Logging In to Your Poly CCX Phone................................................................................. 27 Log In to a Phone................................................................................................... 27 Log Out of the Phone............................................................................................. 27 Change Your Login Password................................................................................28 Log In to a Host Phone...........................................................................................28 Log In to a Guest Automatic Call Distribution Phone............................................. 29 Sign In Using Your BroadSoft UC-One Credentials............................................... 29 Locking Your Phone.......................................................................................................... 29 Lock Your Phone.................................................................................................... 30 Unlock the Phone................................................................................................... 30 Audio Calls........................................................................................................31 Use the Handset, Headset, or Speakerphone.................................................................. 31 Placing Audio Calls........................................................................................................... 32 Place an Audio Call................................................................................................ 32 Place an International Call..................................................................................... 32 Place a Call from Recent Calls...............................................................................32 1 Contents Call a Favorite........................................................................................................ 33 Place a Call over Bluetooth.................................................................................... 33 Place a Call from a Locked Phone......................................................................... 33 Redial a Number.................................................................................................... 33 End an Audio Call............................................................................................................. 34 Answering Audio Calls...................................................................................................... 34 Answer an Incoming Call........................................................................................34 Answer a Call When in a Call.................................................................................34 Answer Calls Automatically.................................................................................... 34 Answer a Call on a Locked Phone......................................................................... 35 Answer an Intercom Call........................................................................................ 35 Decline an Incoming Call.................................................................................................. 35 Holding and Resuming Calls.............................................................................................36 Hold a Call..............................................................................................................36 Resume a Call........................................................................................................36 Calling Contacts from Directories......................................................................................36 Call a Contact from a Directory.............................................................................. 36 Call a Contact from a Directory Search..................................................................36 Placing Intercom Calls...................................................................................................... 37 Place an Intercom Call........................................................................................... 37 Place an Intercom Call During a Call..................................................................... 37 Managing Multiple Calls.................................................................................................... 37 Manage a Call from the Calls Screen.....................................................................38 Transferring Calls..............................................................................................................38 Transfer a Call Using Blind Transfer.......................................................................38 Transfer a Call Using Consultative Transfer...........................................................38 Cancel a Transfer...................................................................................................39 Mute the Microphones.......................................................................................................39 Unmute the Microphones.................................................................................................. 39 Call Precedence and Preemption..................................................................................... 39 Parking and Retrieving Calls on the BroadSoft BroadWorks Server................................ 40 Park a BroadSoft Call.............................................................................................40 Retrieve a Parked BroadSoft Call.......................................................................... 40 Retrieve a Parked BroadSoft Call on Another Phone............................................ 41 Ignore a Parked Call...............................................................................................41 Managing Calls Remotely with Broadworks Server.......................................................... 41 Managing Calls with BroadSoft UC-One BroadWorks Anywhere.......................... 41 Managing Calls with BroadSoft UC-One Remote Office........................................ 43 Ignoring or Rejecting Incoming Calls................................................................................ 44 Ignore or Silence an Incoming Call........................................................................ 44 Reject Incoming Calls.............................................................................................44 Automatically Reject Calls from a Contact............................................................. 45 2 Contents Rejecting Calls with Do Not Disturb....................................................................... 45 Reject Anonymous Calls........................................................................................ 46 Recording Audio Calls.....................................................................................47 Guidelines When Recording Calls...................................................................................