AT&T Merlin 1030 User manual

AT&T
MERLIN
®
COMMUNICATIONS SYSTEM
USER’S GUIDE:
MODELS 1030 AND 3070
WITH FEATURE MODULE 5

Table of Contents
Available Features
Key to Symbols
Placing Calls
Outside Calls
Button Access and Dial Access to Line Pools
Automatic Route Selection
Line Request
Intercom Calls
Ringing Intercom Calls
Announced Intercom Calls
Answering Calls
Fixed Features
Hold
Transfer
Transfer with Voice Announcement
Conference
Drop
Speaker
On-Hook Dialing
Monitor-on-Hold
Group Listening
Message
Recall
Custom Features
Basic Programming Instructions
Notify
Notify Send
Notify Receive
Outside Auto Dial
Special Characters in Programmed Dialing Sequences
Auto Intercom
Ringing Intercom Calls
Announced Intercom Calls
Personal Speed Dial
System Speed Dial
Saved Number Redial
Page
2
3
4
4
5
6
7
7
7
8
9
10
10
10
11
11
12
13
13
13
14
14
15
16
16
17
18
18
19
20
21
21
22
22
23
23
Last Number Redial
Manual Signaling
Loudspeaker Page
Group Page
Group Call Distribution
One-Touch Transfer or One-Touch Hold with
Call Announcement
One-Touch Transfer
One-Touch Hold with Call Announcement
Auto Answer-All
Auto Answer-Intercom
Call Coverage
Coverage Inhibit
Using Call Coverage to Forward Calls
Do Not Disturb
Privacy
Touch-Tone Enable
Account Number Entry
Call Park
Call Pickup
Line Pickup
Ringing and Line Selection Options
Ringing Options
Programmable Line Ringing
Personalized Ringing
Voice Announcement Disable
Automatic Line Selection
Simultaneous Voice and Data Calls
Using PBX, Centrex, or Custom Calling Features
Optional Equipment
Hands-Free Unit
Placing Calls
Answering Calls
General Purpose Adapter
Index
Feature Programming Chart
Page
25
25
26
28
30
32
32
32
33
34
34
35
36
36
37
38
39
39
40
41
43
43
43
44
45
45
47
49
50
50
50
51
51
52
53

Available Features
Use line buttons to call peo-
ple who aren’t connected to
your
MERLIN system.
Touch Intercom-Ring or
Intercom-Voice to use the
MERLIN system Intercom
feature.
Test your voice terminal and
program its features by
sliding the T/P switch to T
(Test) or P (Program).
Adjust the volume of your
voice terminal’s speaker
and ringing using the
volume control.
Read on to learn how to use these features...and many more.
Tailor your voice terminal to
meet your individual needs
by programming available
buttons with custom
features.
Use Conference, Drop,
Transfer, and Hold for effi-
cient call-handling.
Touch Speaker for On-Hook
Dialing and for Group
Listening.
Touch Recall to disconnect
a call without hanging up
your handset.
Call your MERLIN system
attendant for messages
when the light is on next to
Message. Use Message (in
program mode) to set your
voice terminal for making
data calls and voice calls
simultaneously. 2

Key to Symbols
The following symbols are used throughout this guide to illustrate the steps for using your MERLIN system voice terminal.
After you are familiar with the steps, use the symbols to remind you how to perform each procedure.
Lift your handset.
555-1234
Touch a button.
(The symbols for buttons
Transfer
Don’t lift your handset.
Hang up your handset.
are shaded and labeled
to look like the buttons
on your voice terminal.)
Dial a number.
(This can be an outside
number, an intercom
number, a feature code,
or an account number.)
Slide the T/P switch to
the P position.
Slide the T/P switch to
the center position.
Since each symbol represents one action, a sequence of two or more symbols illustrates a procedure. For example:
+ +
Intercom
Ring
intercom
number
means lift your handset, touch Intercom-Ring, and dial an intercom number.
3

Placing Calls
With your MERLIN
®
system, you can place two types of calls:
outside calls and intercom calls.
OUTSIDE CALLS
To call someone who is not connected to your MERLIN system:
Lift your handset.
+
The MERLIN system automatically selects an available outside
outside
line.
number
Dial the number.
NOTE: When the red light is on next to a line button, it means
you are using that line or will get that line if you lift your hand-
set. When you lift your handset to place a call, the green light
goes on next to the red light to show that the line is busy.
To select a specific outside line:
Touch the button for that line.
555-1234
●
●
●
●
+
Lift your handset.
4

Button Access and Dial Access to Line Pools
Your MERLIN system may be “pooled,” meaning some or all
of your outside telephone lines are grouped into one or more
pools (for example, a pool of local lines, a pool of WATS lines,
and a pool of Foreign Exchange lines). You make outside calls
on pooled lines in one of two ways, depending on how your
system is set up: either you touch a button for direct access to
a line in a pool (Button Access), or you touch a button and then
dial a code for access to a specific line pool (Dial Access).
Ask your system administrator if your system is pooled. If it is,
find out whether you have Button Access or Dial Access to Line
Pools. If you have Dial Access, ask for a list of codes for the
pools.
To make an outside call with Button Access to Line Pools:
Touch the button for the line pool you want.
Lift your handset.
When you hear a dial tone, dial the telephone number you
want.
WATS
+ +
+ ++
To make an outside call with Dial Access to Line Pools:
●
●
●
●
●
●
●
Touch a Pool Access button.
Lift your handset.
When you hear a dial tone, dial a code for the line pool you
Pool Access
want.
When you hear another dial tone, dial the telephone
number you want.
line
pool
code
outside
number
outside
number
5

NOTE: Ask your system administrator if your system has
Automatic Route Selection (ARS). If it does, follow the procedure
for making outside calls in the next section, “Automatic Route
Selection.” Neither of the above procedures works for you if your
system has ARS.
Automatic Route Selection
If you have Pool Access buttons, your MERLIN system may
have Automatic Route Selection (ARS). Ask your system admin-
istrator if your system has ARS.
ARS automatically selects an administered route for each out-
side call you make using a Pool Access button. For example,
if you touch Pool Access and dial a long distance number, ARS
may select WATS as the route for your call. In this case, ARS
automatically routes your call onto a WATS line.
To place an outside call using ARS:
●
●
●
●
●
Touch a Pool Access button.
This signals ARS to expect an outside call.
Lift your handset.
Dial the outside telephone number you want.
You hear beeps instead of Touch-Tones or rotary clicks as you dial.
Wait a few moments.
If you hear a faster busy signal than normal:
Touch the same Pool Access button you used to begin your
call.
Pool Access
+ +
outside
number
6

If you hear a fast MERLIN system busy signal:
●
●
●
Hang up and redial in a few moments using the Pool Ac-
cess procedure or the Saved Number Redial feature (see
page 23).
NOTE: For ARS to work, you must dial a “1” before dialing a
long distance number, even if you do not normally do so.
Line Request
If you are waiting to use a line that is busy, you can have the
MERLIN system signal you when the line is free:
Without lifting your handset, touch the button for the busy
line.
The red light next to the button goes on.
555-1234
+
When you hear the voice terminal ring briefly, indicating
the line is available, lift your handset.
You cancel your Line Request when you touch another line but-
ton or when you receive or place another call.
INTERCOM CALLS
Each voice terminal connected to your MERLIN system has a
unique 2-digit intercom number. You dial intercom numbers to
place either ringing or announced intercom calls to people con-
nected to your
MERLIN system.
Ringing Intercom Calls
Place ringing intercom calls when you want to have a two-way
conversation with people connected to your
MERLIN system.
Your calls ring at their voice terminals, and your coworkers lift
their handsets to hear you and to talk with you.
7

To place a ringing intercom call:
●
●
●
●
●
●
●
Touch Intercom-Ring.
Lift your handset.
Dial a 2-digit
MERLIN system intercom number.
Intercom
Ring
+ +
intercom
number
Announced Intercom Calls
When you place an announced intercom call, your coworker
hears your voice through the voice terminal speaker. If your
coworker wants to respond to your announcement, he or she
speaks through the handset to talk with you. Your voice an-
nouncements do not interrupt your coworkers’ outside calls, so
if you need to, you can make an announcement to someone who
is busy on another line.
To announce your call through another person’s voice terminal
speaker:
Touch Intercom-Voice.
Lift your handset.
Dial the 2-digit
MERLIN system intercom number.
When you hear a beep, speak into your handset.
Intercom
Voice
+ +
intercom
number
If you try to place an announced intercom call to a voice terminal
that is programmed to prevent voice announcements (see
“Voice Announcement Disable,” page 45), your call becomes
a ringing intercom call.
8

Answering Calls
To answer a call:
●
Lift your handset.
You are automatically connected to the incoming call.
You can tell what kind of call you’re receiving by the way your
voice terminal rings.
Intercom two short and one long ring
Outside one long ring
Transferred one short and one long ring
=
=
=
You may personalize these rings to distinguish the ringing of
your voice terminal from that of others in your office (see “Per-
sonalized Ringing,” page 44).
9

Fixed Features
Fixed features are the features assigned to the permanently
labeled buttons on your voice terminal.
HOLD
To put a call on hold:
Hold
Pause
●
●
●
●
●
●
Touch Hold.
When you put a call on hold, the green light next to the call’s
line button flashes rapidly. If someone else puts a call on hold
from another voice terminal, the green light flashes slowly next
to the call’s line button on your voice terminal.
To take a call off hold:
Lift your handset.
Touch the held call’s button.
555-1234
When you leave a call on hold for more than a minute, your voice
terminal rings to remind you the call is still on hold.
TRANSFER
To transfer an outside call from your voice terminal to another
person in your
MERLIN system or to a Group Call Distribution
group (see “Group Call Distribution,” page 30):
Touch Transfer.
Dial the intercom number for the person or dial the Group
Call Distribution code.
Hang up.
Transfer
+ +
intercom
number
10

If the call is not answered within a few rings, it returns to your
voice terminal.
Transfer with Voice Announcement
To announce a transferred call:
Touch Transfer.
Touch Intercom-Voice.
Dial the intercom number of the voice terminal to which you
want to transfer the call.
Announce the call through your handset.
Hang up.
You cannot transfer with voice announcement to a Group Call
Distribution group (see “Group Call Distribution,” page 30).
CONFERENCE
You can place a call that includes up to two people outside your
MERLIN system, two people inside, and you. To set up a con-
ference call when you already have one of the participants on
the line:
Transfer
++
+
Intercom
Voice
●
●
●
●
●
●
●
●
●
Touch Conference.
Touch a line button (or Intercom-Ring, or Intercom-Voice).
Dial an outside number (or an intercom number).
When the other person answers, announce the conference
intercom
number
Conference
++
555-1234
outside
number
call.
Repeat this procedure for each person you intend to include in
the conference.
11

If you don’t want a participant to listen as you set up the rest of
the conference call, touch Hold before repeating this procedure.
To take the person off hold:
Conference
+
+
555-1234
●
●
●
●
●
●
Touch Conference.
Touch the button for the line you put on hold.
If you have several lines on hold, repeat this procedure for each
one.
Hold
To remove yourself from a conference call without ending the
call:Pause
Touch Hold.
To rejoin the call:
Touch a button associated with a line active in the call.
555-1234
Drop
To disconnect a busy or unanswered line when you’re trying to
set up a conference call, or to disconnect one person at a time
from a conference call:
Drop
Touch Drop.
Stop
555-1234
Touch the button of the line to disconnect.
If you’re setting up a conference call, remember to touch
Con-
ference again before trying to add another call to the
conference.
NOTE: You must use the Drop feature when you want to discon-
nect one person from a conference call. If you press the switch-
hook, you end the call.
12

SPEAKER
You can use your voice terminal’s speaker to monitor a call as
you dial it, to monitor a call on hold, and to let a group listen to
your conversation.
On-Hook Dialing
Instead of using your handset to listen while you place a call,
you can use your voice terminal’s built-in speaker:
Touch Speaker.
The green light next to Speaker goes on, and you hear a dial tone
through your voice terminal’s speaker
Dial the number.
When you hear the other person answer, lift your handset.
Speaker
●
●
●
●
●
●
●
++
Speaker
If the line is busy, or if you get no answer:
Touch
Speaker to cancel the call.
You can use On-Hook Dialing any time instructions tell you to
lift your handset before dialing. Simply touch Speaker instead
of lifting your handset.
Monitor-on-Hold
When you’ve been put on hold, you can hang up and continue
working while you wait for the person to return to the call:
Touch Speaker.
Hang up.
When you hear the other person return to the call, lift your
handset.
outside
number
Speaker
++
13

Group Listening
To let others in the room hear your telephone conversation:
Speaker
●
●
Without hanging up your handset, touch Speaker.
You can speak to the other person only through your handset
unless you have a Hands-Free Unit (see “Hands-Free Unit,”
page 50).
NOTE: Before hanging up, touch Speaker again. This prevents
a squeal from the speaker as your handset comes close to it.
MESSAGE
Your MERLIN system attendant can let you know that a
message is waiting for you by turning on the light next to
Message.
If you have a 5-button voice terminal, you do not have a Message
button. However, you can program a button to act as a Message
button (see “Basic Programming Instructions,” page 16, and the
Feature Programming Chart on page 55).
To turn off the message light:
Message
Touch Message.
You can set up a messaging system between your voice terminal
and another voice terminal using the Notify feature (see “Notify,”
page 17). The Notify feature works independently of the
Message feature.
14

RECALL
To disconnect a call without hanging up your handset:
●
Touch Recall.
Recall
NOTE: If you have PBX, Centrex, or Custom Calling features,
touch Recall any time instructions call for a switchhook flash.
If you press the switchhook, you disconnect your call.
15

Custom Features
Custom features are features that you select and program for
your voice terminal. The basic programming instructions below
describe the procedure you follow to program features on your
voice terminal. You can program most custom features on the
available buttons on your voice terminal; however, if you have
a limited number of feature buttons available, you can dial
special codes to use many of the custom features. Read through
each feature’s description before you program it on your voice
terminal.
BASIC PROGRAMMING INSTRUCTIONS
Using the following simple procedure, you can assign and
reassign custom features to any buttons that are not already
assigned outside lines, intercom lines, or fixed features:
●
●
●
●
Label the button(s) you want to program.
Slide the T/P (Test/Program) switch on the left side
of the voice terminal toward you to the P (Program)
position.
The voice terminal rings every 5 seconds to remind you that
you are programming and that you cannot place or receive
calls.
Without lifting your handset, touch the button you
want to program.
Dial the feature’s programming code and any other
numbers required.
Home
+++
programming
code
16

●
●
If you want to program other buttons, repeat the two
previous steps.
Slide the T/P switch to the center position.
NOTE: If you make a mistake entering a programming code,
simply touch the button again and reenter the code.
The following feature descriptions include feature programming
codes and brief programming instructions. For example:
To program:
● T/P to P ● Touch the button ● Dial *84
● T/P to center
means slide the T/P switch toP, touch the button you want to
program, dial the programming code (in this case, *84), and
slide the T/P switch to the center position.
NOTIFY
Use the Notify feature to set up a direct messaging system with
another voice terminal. With this feature, you program a Send
button to turn on a Notify light next to the corresponding Receive
button on the voice terminal of someone for whom you often
have messages. For example, a secretary can notify his or her
boss that a message is waiting. You can program multiple Send
and Receive buttons. For each Send button you program on
your voice terminal, there must be a Receive button that has
been programmed at the receiving voice terminal, and vice
versa. Be sure to label the buttons so you can identify the per-
son notifying you or receiving your notification.
17

Notify Send
To program:
● T/P to P ● Touch the button ● Dial *87
+ the intercom number of the person you
want to notify ● T/P to center
To notify another voice terminal of a message:
●
●
Touch the Send button.
The green light next to your Send button goes on.
The green light next to the Receive button on the other voice
terminal goes on.
NOTE: Remember that for each Send button you
program on your voice terminal, there must be a
Receive button programmed on the receiving voice
terminal.
Send John
To turn off the green light next to the Send button:
Touch the Send button.
The green light next to the Send button on your voice ter-
minal goes off.
The green light next to the Receive button on the other voice
terminal goes off.
Send John
Notify Receive
To program:
● T/P to P ● Touch the button ● Dial *88
+ the intercom number of the person
notifying you ● T/P to center
A green light next to the Receive button indicates there is a
message waiting for you.
18

To turn off the green light next to the Receive button:
●
●
●
●
Touch the Receive button.
The green light next to your Receive button goes off.
The green light next to the Send button on the other voice
terminal also goes off.
OUTSIDE AUTO DIAL
Use the Outside Auto Dial feature for one-touch dialing of fre-
quently used telephone numbers, account numbers, or PBX,
Centrex, or Custom Calling feature codes. You can include up
to 16 numbers and special characters in an Auto Dial sequence.
To program:
● T/P to P ● Touch the button ● Dial *90
+ an outside number, an account
number, or a PBX, Centrex, or Custom
Calling feature code
● T/P to center
To use the Outside Auto Dial feature:
Without lifting your handset, touch the Outside Auto
Dial button for the number you want to dial.
++
Home
Your voice terminal speaker goes on, and you hear dialing.
When you hear the other person answer, lift your
handset.
If the line is busy or if no one answers:
Speaker
Touch Speaker to cancel the call.
Receive Susan
19