ESI Phone User Manual

ESI Phone
User’s Guide
FOR THE ESI-50L Communications Server
Covering these current ESI phone models:
ESI 60 Business Phone • ESI 40 Business Phone
48-Key Feature Phone • 24-Key Feature Phone • ESI Cordless Handset II
. . . and these legacy ESI phone models:
12-Key Feature Phone • [Original] ESI Cordless Handset
0450-1135
Rev. F
For on-line help, visit www.esi-estech.com/users.
About ESI
ESI (Estech Systems, Inc.) is a privately held corporation based in Plano, Texas. Founded in 1987, ESI designs and
builds innovative telecommunications products for businesses like yours. Because of their powerful combination of
value and features, ESI products are consistently recognized by industry publications and leaders.
Copyright © 2011 ESI (Estech Systems, Inc.).
Esi-Dex, Quick Groups, Quick Moves, Virtual Mailbox Key, AutoPage, Quick Page and Verbal User Guide
are trademarks of ESI. Microsoft, Windows and Outlook are registered trademarks of Microsoft Corporation.
Information contained herein is subject to change without notice. ESI products are protected by various U.S. Patents,
granted and pending. Visit ESI on the Web at www.esi-estech.com.

ESI Phone Specifications

General

Brand	ESI
Model	Phone
Category	Server
Language	English

Summary

Optional Expansion Consoles

Connection and Usage

Explains how to connect and program expansion consoles.

Connecting Your ESI Phone

Phone Connection Diagrams

Provides diagrams for connecting various ESI phone types.

60-Key Expansion Console Connection

Step-by-Step Connection Guide

Details the process of connecting the 60-Key Expansion Console.

Second Expansion Console Connection

Connecting the Second Console

Explains how to connect the second expansion console.

ESI Cordless Handset II Connection

Base Station Installation Guidelines

Provides advice on installing the cordless handset base station for optimal performance.

Help Mode (Verbal User's Guide)

Accessing System Help

Details how to enter and use the system's help feature for guidance.

User Programming Overview

Introduction to System Programming

Explains the process and structure of user programming.

Programming Personal Greetings

Recording, Deleting, and Hearing Greetings

Covers recording, deleting, and hearing personal greetings.

Programmable Feature Key Programming

Direct and Traditional Programming Methods

Explains direct and traditional methods for programming keys.

Feature Key Programming Details

Speed-Dial and Other Key Types

Details programming speed-dial and other feature keys.

Station Options Configuration

Configuring Station Settings

Describes settings like call waiting, greeting reminder, and hands-free answer.

Station Audibles and Password Management

Managing User Passwords

Explains how to set, delete, and manage password security levels.

External Message Notification Setup

Delivery Options and Settings

Details phone and pager notification settings.

Advanced Call and Message Management

Urgent Messages and Twinning

Covers urgent message activation and twinning settings.

Personal Call Routing Configuration

Explains ESI Presence Management and routing settings.

Cellular Management and Message Recovery

ESI Cellular Management Settings

Describes PIN, voice mail, and Bluetooth settings.

Using the Message Recycle Bin

Explains how to recover deleted messages.

Voice Mail Operations

Using the VOICE MAIL Key

Details how to access voice mail using the dedicated key.

Programming Personal Greetings

Explains how to record and manage personal greetings.

Voice Mail Message Handling

Personal Greeting Options and Keys

Lists options for greetings and how to program greeting keys.

Leaving Messages for Other Users

Describes how to leave messages directly or via Quick Group.

Advanced Voice Mail Features

AutoPage and Message Management

Explains AutoPage and how to move/delete messages.

Off-Premises Reach-Me Feature

Details how to forward calls to an external number.

Message Retrieval Process

Understanding Message Waiting Indicators

Explains how new messages are indicated on the phone.

Retrieving Messages from ESI Phones

Guides users on how to access voice messages from their phone.

ESI 60 Visual Voice Mail

Navigating Voice Mail on ESI 60

Details how to use the visual voice mail feature on the ESI 60 phone.

Voice Mail Message Retrieval Functions

Key Functions for Message Retrieval

Explains the purpose of keys during voice mail message retrieval.

Retrieving Messages from Another ESI Phone

Guides users on accessing messages from a different ESI phone.

Virtual Mailbox Key and Off-Premises Retrieval

Using the Virtual Mailbox Key

Explains how to program and use a Virtual Mailbox Key.

Retrieving Messages Remotely

Guides users on accessing messages from off-premises locations.

Live Recording and Quick Move Features

Performing Live Conversation Recording

Explains how to record conversations using the RECORD key.

Using the Quick Move Feature

Describes how to quickly move recorded messages to other mailboxes.

Off-Premises Message Delivery

Message Notification and Status

Pager Notification and Urgent Messages

Explains pager alerts and urgent message delivery.

Message Recycle Bin and Status Lamps

Covers recovering deleted messages and interpreting status lamps.

Setting Up Call Twinning

Enabling and Disabling Twinning

Explains how to enable or disable call twinning.

Configuring Twinning Destination

Details selecting an extension or outdial number for twinning.

Optional Voice Mail: Guest Mailboxes

Guest Mailbox Setup and Usage

Explains the purpose and setup of guest mailboxes.

Retrieving Guest Mailbox Messages

Programming Guest Mailboxes

Guest Mailbox Setup Procedures

Optional Voice Mail: Group/Broadcast Mailboxes

Introduction to Group Mailboxes

Leaving Group Messages

Group Mailbox Operations

Retrieving and Deleting Group Messages

Programming and Using Virtual Mailbox Key

Optional Voice Mail: Cascade Notification Mailboxes

Programming Cascade Notification Mailboxes

Cascade Notification Mailbox Management

Notification Interval and Retrieval

Optional Voice Mail: Q & A Mailboxes

Programming Q & A Mailboxes

Q & A Mailbox Operations

Selecting and Managing Questions

Password and Message Retrieval

ESI Phone Operation: Display and Caller ID

Understanding Phone Displays

Using Caller ID Feature

ESI Phone Keys and Overlays

Programmable and Fixed Feature Keys

Key LEDs and Speakerphone Operation

Understanding Key LED Indicators

Speakerphone and Hands-Free Use

MUTE/DND, Soft Keys, and Dial Tone

Using the MUTE/DND Key

Basic Phone Usage

Handling Outside Calls

Handling Internal Calls

Direct Station Selection and Transfers

Direct Station Selection

Transferring Outside Calls to Stations

Call Transfer Procedures

Supervised Transfer with Announcement

Trunk-to-Trunk and Blind Transfers

Transferring Calls to Mailboxes and Stations

Transferring to Voice Mailboxes

Transferring Internal Calls

Conference Calling

Creating and Managing Conference Calls

Call Forwarding Feature

Enabling and Disabling Call Forwarding

Details how to set up and turn off call forwarding.

Call Forwarding/No-Answer

Setting Up Call Forwarding/No-Answer

Explains how to configure calls to forward when unanswered.

Call Forwarding Off-Premises

Forwarding Calls to Outside Numbers

Details setting up call forwarding to external phone numbers.

Call Waiting Feature

Managing Incoming Calls with Call Waiting

Station-to-Station Call Waiting

Hold and Exclusive Hold Operations

Difference Between Hold Types

Placing and Retrieving Held Calls

Exclusive Hold Details

Placing and Retrieving Exclusive Holds

Paging and Call Pickup

Using Paging Features

Answering Calls with Call Pickup

Optional Phone Features

Handling Live Outside Calls

Operator Station Functions

Special Keys: FLASH/RDL and RELEASE

Using the FLASH/RDL Key

Using the RELEASE Key

Esi-Dex Feature

Overview of Esi-Dex Indexes

Auto-dialing with Esi-Dex

Auto-dialing on Two-Line Displays

Auto-dialing on Three-Line Displays

Adding Names to Personal Dex

Adding Names via Caller ID

Manual Name Entry (Two-Line Display)

Manual Name Entry (Three-Line Display)

Manual Name Entry Process

Deleting Names from Personal Dex

Deleting Names (Two-Line Display)

Deleting Names (Three-Line Display)

Removing Entries from Personal Dex

Using Esi-Dex: Examples

Example: Two-Line Display Usage

Example: Three-Line Display Usage

System Speed-Dialing and Override Ring

System Speed-Dialing via Esi-Dex

Using the Override Ring Feature

Message Monitor and Headset Operations

Message Monitor Mode (Live Screening)

Headset Operation Basics

Bluetooth Headset Call Handling

Answering Calls with Bluetooth Headset

Placing Calls with Bluetooth Headset

Dial Tone Preference and Line Keys

Setting Outside Dial Tone Preference

Understanding Line Key LEDs

Optional Features Overview

Feature Key Codes and Availability

Manual Day/Night Mode Programming

Configuring Optional Features

Service Observing and Headset Key

Call Forwarding and Message Monitor

Personal Greeting Keys and Caller ID Key

Using Personal Greeting Keys

Using the Caller ID Key

Virtual Answer Keys, QuickPage, and Mute/DND

Virtual Answer Keys and QuickPage

Using the Mute/DND Key

Voice Mail, Recording, and Call Switching

Voice Mail Access and Override Ring

Recording and Quick Switch Features

Quick Switch and Account Codes

Performing Quick Switch Between Devices

Using Account Codes for Call Tracking

Loop Key Functionality

Using Loop Keys and LED Indications

Analog Station Capabilities

Analog Station Features Overview

Caller ID and Placing Calls

Analog Station Call Transfers and Conference

Transferring Outside Calls

Analog Station Conference Calling

Analog Station Call Management

Call Waiting, Hold, and Paging

Overhead Paging and Call Pickup

Voice Mail Operation from Analog Stations

Personal Greetings for Analog Stations

Retrieving Messages on Analog Stations

Message Retrieval Procedures

Analog Station Programming

Programming Greetings and Call Waiting

Managing Analog Station Passwords

Off-Premises Message Delivery for Analog Stations

Setting Up Delivery Options

Details setting up phone or pager delivery for messages on analog stations.

Analog Station Message Delivery Settings

Configuring Delivery Options