BT Poly Trio 8300 User manual

Poly Trio 8300
User guide

Contents
What’s in the box? 3
Let’s get started 4
Check you’re set up on Cloud Voice 5
Getting to know your phone 6
Phone display 7
Using your phone 9
Conference calls 15
Recording audio calls 16
Call lists and directories 18
Voicemail 20
General information 22
2

What’s in the box?
The Poly Trio 8300 is a conference phone ideal for medium-to
large-sized rooms. We know you’ll be eager to get going with your
new phone but before you can get started, you’ll need to set it up.
It won’t take long, just follow the instructions below.
Got everything?
• Poly Trio 8300 conference phone
• Ethernet cable
• Mains power adapter
• Quick Start Guide
Poly Trio 8300 conference phone
Ethernet cable Quick start guidePower adapter
3

Let’s get started
Set up your phone
There are two ways to connect up
your Poly Trio 8300, depending on
whether your network port gives you
Power over Ethernet (PoE) or not.
Get connected
Connecting with PoE
If you have PoE, connect the LAN
port (1) on the Poly Trio 8300 to your
network port (2) using the Ethernet
cable supplied in the box.
Connecting with mains power
If you’re not getting PoE, you’ll need
to connect the phone to the mains
instead. Here’s how.
1. Connect one end of the network
cable to the LAN jack of the
phone.
2. Connect the other end of the
network cable to the power
insertion cable.
3. Connect the power insertion
cable to a LAN port on the wall
or on the switch port.
4. Connect the power adapter to
the power insertion cable.
5. Plug the power adapter into a
power socket.
1
2
power insertion cable
power
adapter
1
3
5
2
4
4

Check you’re set
up on Cloud Voice
Your phone comes with everything you need to get set up on
Cloud Voice.
Once your phone’s connected to the network, it’ll update its
firmware. This might take some time, so please be patient.
Once it’s finished, it’ll show this symbol: If something has gone
wrong, you’ll see this symbol :
If this happens, just give us a call on 0800 389 0537 and we’ll be
able to help.
Once everything is updated and ready to go, your Cloud Voice
number will show on the screen.
5

Getting to know
your phone
Phone features and keys
1Speaker and microphones – sends your audio to people you’re
calling and output for the ringer and speakerphone.
2USB port – allows you to connect the phone to a computer.
3Soft keys – context-specific keys whose functions display on
the bottom of the screen.
4USB host port - connect a USB flash drive to the phone here
to record calls.
5Home key – returns you to Home screen. If pressed while on
Home screen, displays the Lines and Calls screen.
6Volume keys – adjusts volume of speakerphone output
and ringer.
7Mute key - mutes the microphones during calls and
conferences. The key glows red when activated
8
Dialpad – for entering numbers, letters, and special
characters. You can also use the dialpad keys to select menu
items that have index numbers.
9 Hang up – ends an active call when pressed.
10 Accept call – accepts an incoming call when pressed.
11 Back key – returns you to the previous screen.
12
Navigation and select keys – scrolls through information or
options displayed on the phone's screen. Selects a field of
displayed data.
13 Screen – display screen that allows you to view menu options
and data.
2
1
9
11
13
12
10
4
3
5
6
7
8
6

Home screen
The Home screen displays when the phone is idle.
It gives you quick access to soft key functions like
Do Not Disturb (DND) and call forwarding.
Press the Home key from any screen to return to
the Home screen.
Main Menu
You can access your phone’s features and settings
from the main menu screen.
To see the main menu, start from the home screen
and press the Home key.
Place a Call Screen
Access the Place a Call screen by selecting Place a
Call from the main menu, or by dialling a number.
Phone display
You can navigate around your Poly Trio 8300
using the dialpad and phone screen.
7

Entering information using the
onscreen keyboard
The onscreen keyboard lets you enter information
into text fields using the touchscreen.
You’ll see the onscreen keyboard when a text field
displays; if the field only requires numbers, you’ll
see a numerical keypad instead.
You’ll also see the following icons displayed on the
keyboard:
• ABC : Displays alphabetical letters
• : Shifts to uppercase letters
• : Shifts to lowercase letters
• ?123 : Displays numbers and
punctuation marks
• =/< : Displays special characters
Entering information using the dialpad
You can also enter information and edit text fields
using your phone’s dialpad.
First choose how to enter the information, using the
following soft keys
• Mode: Lets you enter numbers or text in title case,
lowercase, or uppercase characters.
• Encoding: Lets you enter characters from
foreign languages.
Change the text mode
On Trio 8300 systems, the Place a Call displays
when you select Place a Call from the main menu
or when you dial a number.
To enter numbers or all uppercase, all lowercase,
or title case letters, change to the appropriate text
entry mode, as follows:
1. Press the Mode soft key.
2. Choose one of the following:
• Abc: Capitalises the first letter of each word
and uses lowercase for the remaining letters.
• ABC: Uses capital letters for all the letters
you enter.
• abc: Uses lowercase letters for all the letters
you enter.
• 123: Enter numbers only.
This will activate the text entry mode you’ve chosen.
You can select special characters used for
punctuation or a space from certain keys on the
phone's dialpad – see how below.
Note: When you're in numerical (123) mode, you
can't access special characters or spaces.
Repeatedly press the indicated key until the special
character you need is displayed. For example,
pressing the 1key twice enters "|".
To enter a space, press 0once. Pressing 0twice
di spl ays "/ ".
Wait one second for the system to select your
character. The onscreen cursor will then move to the
next character entry.
Icons and status indicators
Here’s a table of the icons and status indicators that
display on your phone screen.
Icon Description
Registered line
Unregistered line
Active call
USB device attached
Missed call
Placed call
Received call
Call forwarding enabled
Do Not Disturb (DND) enabled
Bluetooth
Wireless status (Trio 8300 and
Trio 8800 systems only)
Paired device
Key Special characters
1! | ‘ ^ \ @ : 1
** - & % + ; ( )
0/ , _ $ ~ = ? 0
## > < { } [ ] “ ‘
8

Logging in to your 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 favourites,
settings, and calendar.
You can view your personal settings from any
phone or system inside your organisation. Ask your
system administrator for your user credentials.
Note: Some of the features described in this section
require access to the Basic Settings menu. If your
phone asks for a password to access the Basic settings
menu, ask your system administrator for help.
How to log in
By default, Poly phones don’t need you to log into
them before you can use them - but you may need
to, if your system administrator has chosen to set up
user login options that way.
If you don’t log in, you’ll simply see the default
profile. When you do log in, you’ll have full access
to your personal settings and your directory. Here’s
how to log in.
• Select Login.
• If you see the User Login screen, proceed to the
next step. If you don’t see the User Login screen,
go to Settings > Features > User Login > Log In.
• Enter your user ID and password, and select Log In.
Your personal profile displays when you enter the
correct login credentials. If you enter the wrong
credentials, you’ll see a message indicating your
login attempt has failed, and the User Login
screen displays again. Check with your system
administrator to confirm your login credentials.
Any settings you change while logged in to one of your
organisation’s phones will save to your profile, and
display the next time you log in to any of its phones.
How to log out
After you finish using a public phone, make sure you
log out to prevent access to your personal settings.
Here’s how you do it.
• Select Log Out or go to Settings > Features
> User Login > Log Out. The Log Out screen
displays with a confirmation message.
• Select Yes. That stops access to your personal
profile. You’ll see either the User Login screen
for the next user, or the default profile.
How to change your login password
You can change your login password from any
phone on your network, using the following steps.
• Log in to a phone on your network.
• Go to Settings > Features > User Login >
Change User Login Password.
• On the Change User Login Password screen,
enter your old and new password information
and select Enter.
Your password will have changed. The next time
you log in to a phone, enter your new password.
Locking and unlocking your phone
If your system administrator has set up your phone
system to lock when it isn’t in use, you’ll need to
unlock it before you can use it. They’ll issue you
with a user password that you can use to unlock
Poly Trio systems.
With the system locked, you can only place
outgoing calls to emergency and authorised
numbers. You’ll need to enter your password to
answer incoming calls.
To lock your phone:
• Go to Settings > Basic > Lock Phone.
• On the Lock Phone screen, select either of the
following options:
• Allowing ringing when locked - incoming
calls ring on the system, which you can answer
by entering your user password.
• DND when locked - Do Not Disturb applies
to all lines, and the system doesn’t ring for
incoming calls.
• Select Lock.
To unlock your phone:
• Select Unlock.
• Enter your user password (or guest PIN if signed
in as a guest on a host phone) and select Unlock.
Using your phone
9

Changing your user password
You can change your user password at any time
from the Advanced settings menu on your phone.
This menu requires a password to access the menu
options. Ask your system administrator for the
password if you don’t have access.
To change your user password:
• Go to Settings > Advanced.
• Enter your current user password and select Enter.
• On the Advanced screen, select Change
User Password.
• On the Change User Password screen, enter your
old and new user password and select Enter.
Making calls
Your phone has one registered line. You can
manage a maximum of 12 active, incoming, or held
audio calls at a time on that line. However, you can
have only one active call in progress, with any other
incoming call or calls on hold.
The Poly Trio 8300 lets you place calls to local
numbers, international numbers, and contacts.
You can initiate calls from your favourites list,
recent calls list, and your phone directory. From
a locked phone, you can place calls to numbers
authorised by your system administrator.
Calling a contact
You can call a contact using a number or IP address
from the dialpad or onscreen keyboard.
• Select Place a Call, or simply begin dialling a
number on the dialpad.
• Enter your contact's number, or select the
onscreen keyboard and enter an IP address.
• Press Dial .
Make an international call
• Quickly press the star key (*) on the dialpad
twice. A plus sign (+) displays.
• Enter the country code and phone number then
press Dial .
Calling someone from your Recent Calls list
Your Recent Calls list contains calls that you
recently placed, answered, or missed.
• From the Home screen or the Place a Call
screen, select Recent Calls .
• Select a contact.
The call begins automatically after you select
a contact.
Calling a favourite contact
Contacts you add as favourites display at the
bottom of the Home screen with an avatar. You can
place a call to one of your favourites by selecting
their avatar.
Calling by Bluetooth
You can pair and connect your Poly Trio 8300
phone with a Bluetooth–enabled mobile phone or
tablet. Place a call on your device and use your Poly
phone as a speakerphone for the call. These steps
apply to most mobile phones and tablets - for more
information, check your device’s manual.
• Connect your device with your Poly Trio 8300
phone over Bluetooth.
• On your device, place a call to a contact and
select the Poly Trio as the audio source.
Calling contacts from directories
On Poly Trio phones, you can search for and call
contacts in your contact directory and in the
corporate directory.
To make a call to someone in your contact directory:
• Select Place a Call, select Contacts , and
then select a directory.
• Select a contact.
• On the Details screen, select Call next to the
number you want to call.
To make a call from a directory search:
• Select Contacts and select a directory.
• In the Search field, enter your contact’s name.
• Select the right contact.
• On the Details screen, select Call next to the
number you want to call.
10

Calling from a locked phone
When the phone is locked, you can only place
outgoing calls to emergency numbers such as
999, and authorised numbers that your system
administrator sets up.
From the Place an Authorised Call screen, choose
a number and select Dial .
Making an intercom call
You can make an intercom call from your phone to
quickly relay a message to a contact.
Tip: Your system administrator can set up your
phone to automatically call a specific contact when
you select Intercom. If your phone is set up this way,
select Intercom and wait for your contact to answer
before speaking.
To make an intercom call otherwise:
• Select Intercom.
• Enter a number or select a contact.
• Select Dial . The phone plays a tone
and the contact’s phone answers the call
automatically.
• After your contact answers the call, give them
your message, then select Hang Up .
To make an intercom call during an active phone call:
• Select Hold > Intercom. The active call goes on
hold and you’ll see the keypad appear.
• Enter a number or select a contact.
• Select Dial . The phone plays a tone
and the contact’s phone answers the call
automatically.
• After your contact answers the call, give them
your message, then select Hang Up .
• Select Resume .
Redialling a number
Your phone automatically keeps a record of all calls
placed. If it’s been set up to do so by your system
administrator, you can recall the last contact you
called, either by selecting Redial, or by going to
Place a Call > Recent Calls , and selecting the
first number on the list.
Answering calls
When you receive an incoming call on your phone,
you can answer it in a number of different ways.
Answering an incoming call
When you receive an incoming call, the phone
rings and the Incoming Call screen displays. You
can choose to answer or reject the call. To answer,
select Answer . If enabled, you can also answer
calls using the Mute button.
Note: Your system administrator can enable the
screen to flash bright orange when you have an
incoming call. The screen continues to flash until
the Home or Calls screen displays the incoming call.
For more information about this feature, speak to
your system administrator.
Answering a call while in an active call
When you’re in an active call and an incoming call
arrives on the same or a different line, a call waiting
tone beeps and the Incoming Call screen displays.
Selecting Answer places the active call on hold,
and the incoming call becomes active.
Answering calls automatically
You can set up your Poly Trio 8300 to automatically
answer calls using Auto Answer. When enabled,
the phone automatically answers all incoming calls
using the speakerphone. Your system administrator
sets how many times the phone rings before it
automatically answers the call. The phone doesn’t
automatically answer a call until you place your
current call on hold or end it.
To set up Auto Answer:
• Go to Settings > Basic > Preferences.
• Select Auto Answer.
• Select Auto Answer SIP Calls and select Yes.
• Select Microphone Muted and Yes (the default
setting) to mute the microphone for auto-
answered calls.
• Select Video Mute and select Yes to mute the
video when video calls are auto-answered.
• Select Save.
Answering a call on a locked phone
You can set up your phone to accept calls while it's
locked. To answer calls on a locked phone, enter
your password.
• On the Incoming Call screen, select Answer .
• Type in your password and select Enter. The call
will connect.
11

Declining incoming calls
You can decline an incoming call and send it directly
to voicemail. In the Incoming Call screen, select
Decline .
Declined calls display in the Missed Calls list in
Recent Calls. You can’t decline calls for shared lines.
Ending calls
You can end active calls at any time, by selecting
Hang Up , or on the Calls screen by selecting the
call and then pressing Hang Up .
To end a held call, Resume , and press Hang Up .
Holding and resuming calls
You can place an active audio call on hold
and resume it at any time. The Mute keys and
microphones glow red when you place a call on
hold; they flash green when the other contact
places you on hold.
Hold a call
To place an active call on hold, simply select Hold.
Resume a call
To view and resume a held call, you can either select
Resume , or from the Calls screen, select the call
and select Resume .
Transferring calls
You can transfer a call to another person in one
of two ways. A blind transfer sends a call directly
to another person without consulting them. A
consultative transfer sends a call after you’ve
spoken to the person first.
Choosing a default transfer type
Your phone is preconfigured to use consultative as
the transfer type, but you can choose which transfer
type to make the default for all calls.
• Go to Settings > Basic > Preferences.
• Select Default Transfer Type and choose a
transfer type. All calls use the selected transfer
type you select.
Making a blind transfer
• During a call, select Transfer.
• Alternatively, Dial a number or select a contact
from Recent Calls or Contacts.
That connects the call to the number you want to
transfer to. The call will transfer as soon as the line
connects.
Making a consultative transfer
• During a call, select Consult . The phone
places the caller on hold while you start
the transfer.
• Dial a number or select a contact from Recent
Calls or Contacts.
• When the person answers, speak with them and
then select Complete Transfer to transfer the call.
If the recipient doesn't answer your call, or can't
accept the call transfer and hangs up before you
transfer the call, the original caller stays on hold.
You can resume that call, or try to transfer it to
another number.
Cancel a transfer
If a contact doesn’t answer the transfer, or if you
want to keep speaking to the contact on your line,
you can cancel the transfer before it completes.
Select Cancel; the call doesn’t transfer and
becomes active again.
12

Forwarding incoming calls
You can forward incoming calls to one
of your contacts.
Forward an individual incoming call to
a contact
You can forward an incoming call directly to a
contact without answering the call.
Note: On shared lines, you have to answer the call
before forwarding it.
• On the Incoming Call screen, select Menu and
select Forward.
• On the Call Forwarding screen, enter the
forwarding number and select Forward.
Forward all incoming calls to a contact
You can set up your phone to automatically forward
all incoming calls to a specific contact. Use one of the
following forwarding types:
• Always - Forwards all incoming calls.
• No Answer - Forwards all unanswered
incoming calls.
• Busy - Forwards incoming calls when you're in
a call.
For shared lines, you can only choose Always as your
forwarding type.
Here’s how to forward all your incoming calls:
• Select Forward or go to Settings > Features >
Forward.
• On the Forwarding Type Select screen, choose a
forwarding type.
• Enter a contact's number or IP address, and
select Enable.
• If you selected the No Answer option, enter the
number of rings before the call is forwarded. The
forwarding number or name of the contact you
chose scrolls in the status bar.
• When you select Always as your forwarding option,
the Forwarding icon displays on the line.
Disable call forwarding
To disable call forwarding when you no longer want
to forward your calls:
• Go to Settings > Features > Forward.
• On the Forwarding Type Select screen, select
Disable Call Forwarding.
Using Do Not Disturb
Do Not Disturb (DND) lets you set your phone to
automatically reject calls when you don’t want to be
interrupted.
When you turn on DND, you’ll see the following:
• The DND icon displayed in the status bar.
• When the phone is idle, the DND icon displays
next to your phone line.
• If you have new messages or have set up 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 status scrolls under the time display.
The DND icon doesn’t display in the status bar.
Turning on DND
Turning on Do Not Disturb stops your phone from
ringing and sends all incoming calls to voicemail.
The phone logs all calls you receive while on DND in
the Recent Calls list. To activate DND, do one of the
following:
• Select DND on the Home screen, if set up by
your system administrator, or
• Go to Settings > Features > Do Not Disturb and
select Enable.
Turning off DND
When you’re ready to receive calls again, you can
turn off DND by going to to Settings > Features >
Do Not Disturb, and selecting Disable.
Ending calls
You can end active calls at any time by pressing
Hang Up , or from the Calls screen selecting the
call and pressing Hang Up .
To end a held call, resume the call first. From the
Calls screen, select a held call, select Resume ,
and press Hang Up .
13

Managing multiple calls
Here’s how to manage multiple active, incoming or
held calls.
In the Calls screen, you can view active and held
calls, including conference calls. The image below
shows an active call and a held call.
Select a call, then either:
• press Hold to place an active call on hold
• press Resume to make a held call active
• press Hang Up to end a call with a contact.
You can only end active calls, so resume the held
call first before ending it.
• press Transfer to send the call to another contact.
Muting and unmuting your microphone
You can mute your microphone, so other parties
can't hear you, by either selecting Mute ,
pressing the Mute key on the phone, or pressing
the Mute key on the microphone.
You can unmute the microphone by selecting
Unmute , pressing the Mute key on
the phone, or pressing the Mute key on
the microphone.
14

Setting up conference calls
You can set up conference calls with
up to four contacts. As the host,
you can hold, resume, or split a
conference call.
While your system can manage up
to 12 conference calls, you can have
only one active conference call at a
time. You can keep other conference
calls on hold.
If your system administrator has set
up the conference management
feature on your phone, you can
manage each participant in the call.
With this feature, you can mute, hold,
and remove individual participants in
a conference call.
Starting a conference call
You can start a conference call by
adding a contact during an active
call. This merges the contacts into a
conference call.
Start by calling a contact. After they
answer, select Add +, or press the Add
soft key. Then enter another contact's
number or select a contact from
Contacts or Recent Calls. The system
adds the contact to the conference
call after they answer.
Merging calls into a conference call
You can merge an active call and a
held call to start a conference call.
In the Calls screen, choose a held call.
Select Merge ; the held call then
merges with the active call to begin a
conference call.
Add participants to a
conference call
You can add up to four contacts to an
active conference call.
• Select Add Participants, or press
the Add soft key.
• Either enter a contact's number, or
select a contact from Contacts or
Recent Calls and press Dial.
• When the contact answers, the
phone adds the contact to the
conference call.
Putting a conference call
on hold
In an active conference call,
Select Hold . This places all the
participants in the call on hold.
Resuming a held
conference call
Resuming a held conference call
allows all participants to hear the
audio of everyone on the call.
Simply select Resume .
Muting a conference
participant
You can mute individual participants
in a conference call, if set up to do so
by your system administrator.
During a conference call, choose a
participant, then select Mute .
The muted participant can hear
everyone, but no one can hear them.
Remove a conference
participant
You can remove individual
participants from a conference call,
if set up to do so by your system
administrator.
During a conference call, choose a
participant, then select Hang Up .
Ending a conference call
By default, when you end a
conference call, your connection
to the call ends and the other
participants in the conference remain
in the call.
Your system administrator can set up
your phone so that a conference call
ends for all participants when you end
it by selecting Hang Up .
Conference calls
You can set up and manage up to 12 audio conference calls on
your Poly Trio 8300, and also place video conference calls and
view video streams with other video-enabled participants.
15

Recording audio calls
You can connect a USB flash drive to your Poly Trio
8300 and record audio calls onto it. Recordings save as
.wav files on the USB flash drive. You can record up to
four hours in one .wav file, and replay recordings on the
phone or on a computer.
Note: If your phone doesn’t detect the
USB device when you insert it into the
USB port, the port may be disabled.
Ask your system administrator for
help with this.
Guidelines when
recording calls
Use the following guidelines when
recording audio calls on your phone.
• Inform contacts when you’re
recording a call.
• Make sure to mute your audio
when you’re placed on hold while
recording the call.
• All incoming calls you answer
after you start recording are
also recorded in the same file,
so during an active call, pause
your recording before answering
incoming calls.
Recording a call
During an active call, select Menu >
Start Recording . The recording icon
will display at the top of the Call screen.
Some things to note about
recording
• You can’t record when there are no
connected calls, when you place a
new call to transfer a call or start a
conference, or when you have an
incoming call.
• Your phone will record some tones
made by your contact’s phone.
• When you mute your microphone
while recording, the phone records
only the other participants’ audio.
Pausing a recording
You might need to pause a recording
while your call is active. To do so,
Select Menu > Pause Recording .
The pause recording icon will display
at the top of the Call screen.
16

Resuming a recording
Select Menu > Resume Recording
. After you pause and then resume
recording, recording continues in the
same file.
Stopping a recording
• You can stop recording a call before
the call ends. The recording also
stops when the active call ends,
no matter who ended the call.
• To stop recording a call, select
Menu > Stop Recording ,
or press Hang Up . When you
stop recording, the USB icon will
display in the status bar.
• Caution: Don’t remove the USB
flash drive while recording, as this
can corrupt the file, preventing you
from playing it back later. It can
also damage the flash drive.
Browsing recorded calls
You can browse though recorded
files stored on the USB flash drive
connected to supported phones. Go
to Settings > Features > Removable
Storage Media > Browse Recordings.
You’ll see a list of your recordings.
Playing a recorded call
You can play back calls recorded
on a USB flash drive connected to
your phone.
Go to Settings > Features >
Removable Storage Media > Browse
Recordings. You’ll see a list of your
recordings. Select a recording, then
Open > Play. You’ll see the length of
the recording and a progress bar as
the recording plays.
Note: You can’t open and play
recordings when you’re in an active
call, or if you’re recording a call. If
you try to, the phone will cancel the
action. Place the active call on hold
before playing a recording; it’ll stop
playing when you resume the call.
Pause and resume played
recordings
While playing a recording, you can
pause it, perform another task on
your phone, and then resume the
recording, at any time. To pause
the recording, select Pause. Select
Resume to continue playing the
recording when you’re ready.
If you receive an incoming call while
playing a recording, the phone
automatically pauses the recording
playback. If you don’t answer
the incoming call or reject it, the
recording remains paused until you
select Resume.
Stop playing a recording
After you finish listening to a
recording, you can stop playing it by
selecting Exit.
Renaming a recording
By default, recordings are labelled
with the date they were recorded. You
can rename recordings to give them
more meaningful names.
Go to Settings > Features >
Removable Storage Media > Browse
Recordings. You’ll see a list of
recordings. Select one, then select
Rename, update the file name, and
press OK.
Deleting a recording
When you’ve played a recording or
need additional space on your USB
drive, you can delete recordings from
the phone.
Go to Settings > Features >
Removable Storage Media > Browse
Recordings. You’ll see a list of
recordings. Select a recording, then
press Delete.
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Note: Your phone may not support all of the features
described in this section. Check with your system
administrator to find out which are available.
Recent calls
The Recent Calls list includes missed, received, and
placed calls. Each list holds up to 100 entries. You
can remove calls from the list, select a call record to
view its details, or select a call record to automatically
call a contact.
View recent calls
To view a list of up to 100 missed, received, and
placed call entries, tap Recent Calls from your
home screen, or press the Home key and select
Recent Calls.
Edit a recent call entry
You can edit a contact's phone number stored in your
Recent Calls list before returning the contact's call.
Press the Select button or the Info soft key with
the call entry highlighted. Press Edit/Dial. Edit the
number, then select Dial.
Save a recent call contact
You can save a recent contact to your
Contact Directory.
Press the Select button or the Info soft key with the
relevant call entry highlighted. On the Call Details
screen, select Save. If you need to, you can edit the
contact's information before saving.
Delete a recent call entry
You can delete any call entry from the Recent Calls
list. Press the Select button or the Info soft key with
the call entry highlighted, then select Delete .
If you delete or move call entries on the phone, the
changes will save to that phone only. If you delete
call entries in the Skype for Business client, the
changes save to that phone and in the Skype for
Business client.
Using your Local Directory
You can add and save contacts in the phone’s Local
Directory, if allowed by your system administrator.
They can set up the Local Directory as read-only, or
so you need a password to access it. Speak to your
system administrator if you need assistance.
Searching for a Local Directory contact
To find a contact in your Local Directory, go to
Contacts > Local Directory. Then enter the
relevant contact’s name in the Search field.
Adding a contact to the Local Directory
When adding a contact to your local directory, you
can choose how much information you want to enter
for your contact - a number is the only requirement.
Go to Local Directory > Add +. On the Add Contact
screen, enter your contact's information in the
available fields. Then select Save.
Viewing contact details
You can view information for any saved contacts
in your Local Directory. Go to Contacts > Local
Directory and choose a contact. The Details
screen will display their name, number, and any
additional saved information, such as their job title
or email address.
Updating a contact’s information
After you add a contact to your local directory, you
can update their information at any time. In the Local
Directory, select a contact. On the Details screen,
select Edit . On the Edit Contact screen, update
the contact’s information, then select Save.
Deleting a Local Directory contact
You can delete contacts from your local directory.
In the Local Directory, select the contact you want
to delete. On the Details screen, select Delete
Contact, then select Yes.
Call lists and directories
Your Poly Trio 8300 can give you recent calls list, a local directory,
and a corporate directory.
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Local directory favourites
Favourites are the contacts in your
Local Directory that you call most
often. Contacts that you add as
favourites display on the Home
screen. Only three favourites display
onscreen at a time, but you can swipe
the screen from right to left to display
others. Favourites also display at
the top of the list of contacts in your
Local Directory.
Adding favourites
To make any contact in your Local
Directory a favourite, go to Contacts
> Local Directory. Select the relevant
contact, then on the Details screen,
select Favourite .
When you add a contact as a
favourite, the contact will display on
the Home screen.
Removing a favourite
You can remove a contact from your
favourites list to make room for a
new one. Go to Contacts > Local
Directory, and select the favourite
contact you want to remove. On the
Details screen, select Favourite .
Corporate Directory
Your system administrator can set up
your phone so that you can access
a corporate directory, which lists
contacts and groups within your
company. You can’t update the
corporate directory, though, and your
system administrator determines
which contacts you can see.
Check with your system administrator
to find out if this feature is available.
Note: You may need to enter your
user credentials to access the
directory for the first time.
Searching in the Corporate
Directory
You can search for contacts in your
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. Then
choose a contact, and select View to
view the contact's information.
Perform an advanced search of
the corporate directory
An advanced search lets you search
for contacts by first name, last
name, or phone number. To make
an advanced search, go to Contacts
> Corporate Directory. In the
Corporate Directory, select AdvFind.
In the search field, enter your search
criteria and select Submit. Then
choose a contact and select View to
see their information.
Add corporate directory contacts
to the Local Directory
You can add contacts in your
Corporate Directory to the Local
Directory. To do so, search for a
contact in the Corporate Directory.
From the search results, choose the
relevant contact and select View.
Then select Save.
When you save a corporate directory
contact to the Local Directory, the
first name, last name, and phone
number of the contact automatically
save to the directory. You can add
additional contact information the
contact in the directory afterwards,
and select Save to update.
19

Note: Your phone may not support all of the features
described in this section. Check with your system
administrator to find out which are available.
Accessing voicemail messages
When voicemail messages are available on the phone,
an audible tone plays and an alert displays on the
Messages icon.
Note: For information on setting up a voicemail
greeting or remotely accessing your voicemail,
speak to your system administrator or contact your
service provider.
To access your voicemails:
• Go to Settings > Features > Voicemail >
Message Center.
• Select a line.
• Select Connect and follow the voicemail
prompts.
Time and date
The time and date display in your phone’s status
bar. When it can’t obtain a time and date, the
display flashes. If this happens, speak to your
system administrator.
Changing the time and date format
Customise the time and date by choosing between
several formats, including options to display the
day, month or year.
• Go to Settings > Basic > Preferences.
• Select Time and Date and choose one of the
following:
• select Clock Date to change the date format
• select Clock Time to change the time format.
Disabling the time and date display
You can turn off the time and date display by going
to Settings > Basic > Preferences, selecting Time
and Date, then choosing Disable.
Setting the system language
Your Poly Trio 8300 supports several languages,
and you can choose to display these on the phone.
Check with your system administrator to find out
which languages your phone supports.
Go to Settings > Basic > Preferences. Select
Language and choose the language you want
to display. The language on the phone updates
immediately.
Setting backlight intensity and timeout
You can change backlight settings as follows:
• Backlight Intensity: The brightness of the
screen during phone activity and inactivity.
• Backlight Timeout: The number of seconds
your phone is inactive before the backlight
dims to its idle intensity. The backlight timeout
period begins after your last activity, such as an
incoming call.
Backlight Intensity includes the following settings
you can choose from:
• Backlight On: The brightness of the screen when
there’s activity.
• Backlight Idle: The brightness of the screen
when there’s no activity.
• Maximum Intensity: The brightness scale that
applies to both Backlight On and Backlight
Idle intensities.
Voicemail
You can send, broadcast, and access a
variety of audio messages on the phone.
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