Polycom Trio 8500

Quickstart

Learn how to do the most common functions on your phone. For information not covered below, please refer to the manufacturer’s user guide.

Tip: Did you know there’s a GoTo app? You can access your calls, meetings, and messaging anywhere, on any device. Download the GoTo app now!

Call Forwarding

Automatically forward incoming calls to an internal extension or external number.

Tip: If you need to forward a single call, press the Forward softkey while your phone rings to send the caller to another person.

Tap Settings.
Select Features > Forward.
Select your desired forwarding type.
- Always : Forwards all incoming calls.
- No Answer : Forwards all unanswered incoming calls.
- Busy : Forwards all incoming calls while you're in a call.
Dial the forwarding destination (internal extension or external number).
If you selectedNo Answer, enter how many rings to wait before forwarding.
Tap the Enable softkey.

What to do next: To disable call forwarding, press the Disable softkey.

Do Not Disturb (DND)

Stop your phone from ringing and send all incoming calls directly to voicemail.

Tap Settings.
Select Features > Do Not Disturb to enable.

What to do next: To disable DND, press Do Not Disturb again.

Voicemail Access

Check your voicemail from your phone.

Dial *99.
Dial your password (default 0000).
Download your Voicemail Menu Guide.

Speed Dial

Assign regularly dialed numbers to additional line keys on your phone.

Before you begin: This phone does not support this feature.

3-Way Calls

Speak with two parties simultaneously by creating a mini-conference call on your line.

While on an active call, tap Add+.
Dial the internal extension or external number to add to the conference.
Wait for the second party to answer, and then let them know that you would like to add them to a 3-way call.
Tap Merge All.

Transfer A Call

Warm Transfer

Place a current call on hold and speak with the destination party before transferring the call.

While on an active call, tap the Transfer softkey.
Dial the transfer destination (internal extension or external number).
Speak to the destination party.
Tap Transfer again.

Blind Transfer

Transfer a call to another party without speaking to them first.

While on an active call, tap the Blind Transfer softkey.
Dial the transfer destination (internal extension or external number).

Tip: To transfer a call directly to voicemail, dial 0 + extension.

Hold

Place a call on hold while you take some time to look up an answer to a question or answer another call.

Tap Hold.
Tap Resume to retrieve the call.

Tip: If multiple calls are on hold on a single line, use the arrow keys to switch between the calls then press the Resume softkey to retrieve the desired call. If more than two calls are on hold on a single key, an indication will appear on the display, for example “2/3” shows that this is the second call out of three calls.

Modify Ringtone

Choose a new ringtone for your phone or assign a different ringtone to each of your lines.

Tap Settings.
Select Basic > Ring Type.
Highlight the desired ringtone (tap the Play softkey to sample ringtones).

Note: This phone supports silent ringtones.
Tap to save.

Presence Monitoring

Visually monitor the speed dial contacts assigned to your phone to know whether or not they are on an active call. These line keys will light up (busy lamp field) indicating if someone is busy or available.

This phone does not support this feature.

Supported Features

See what features are supported on your phone.

Call Handling Features

Warm Transfer
Blind Transfer
Do Not Disturb (DND)
Call Forward All
Call Forward Busy
Call Forward No Answer
Call Forward Ring
Intercom (* + ext)
Hold
Reject
Multi-way Calling
Call Waiting
On-hook Dialing
Speakerphone
Stutter Tone

User Interface Features

Call Logs
LDAP Directory
On Device Directory
On Device Call Recording
Adjustable Ringer Volume
Resync
Ring Tone Permanence

Feature Keys

1 SIP Account
Mute Button

Display

Message Waiting Indicator (MWI)
Caller ID (CID)
Shared Line Appearance
Time/Date Display
On-Screen Message Display
Video

Network & Provisioning

Bluetooth
On Device Ethernet (PoE)
Polycom Multicast
Polycom Acoustic Fence
Web Interface Provisionable (Web UI)

Provisioning

Before you begin:

Verify you have created a device profile.
Verify you have assigned the phone's MAC address to the device profile.
Verify you have properly plugged in the phone.

From the Phone Menu

Learn how to provision your phone from the phone menu.

Press .
Select Settings > Advanced
Enter your Device Admin Password.
Tip:
- To find your password, log in at https://my.jive.com/pbx and then click Security in the left sidebar.
- The password may also be the default password, 456.
Select Administration Settings > Network Configuration.
Select Server Menu or Provisioning Server.

Enter the following settings:

Option	Description
Server Type	HTTP
Server Address	`https://rtcprov.net/~[domain]` Note: Replace `[domain]` with your unique domain. PBX Administration (classic) users will find their domain in the parentheses at the top of their portal dashboard. portal users will find their domain in Account Settings.
Server Users	Clear this field (asterisks may still appear)
Server Password	Clear this field (asterisks may still appear)

Select Exit > Exit > Save Config.

What to do next: If the phone doesn’t automatically reboot, power cycle the device to apply its provisioning settings.

From the Web UI

Learn how to provision your phone from the web UI.

Press .
Select Status > Network > TCP/IP Parameters and then write down the phone's IP Address.
Open an incognito window in Google Chrome, enter the IP address in the address (URL) bar and then press enter on your keyboard. If the web UI doesn't load, enter https:// before the phone’s IP address.
Enter your Device Admin Password.
Tip:
- To find your password, log in at https://my.jive.com/pbx and then click Security in the left sidebar.
- The password may also be the default password, 456.
Go to Settings > Provisioning Server.

Enter the following settings:

Option	Description
Server Type	HTTP
Server Address	`‹domain›.onjive.com/p` Note: Replace `[domain]` with your unique domain. PBX Administration (classic) users will find their domain in the parentheses at the top of their portal dashboard. portal users will find their domain in Account Settings.
Server Users	Clear this field (asterisks may still appear)
Server Password	Clear this field (asterisks may still appear)

Click Save.

What to do next: If the phone doesn’t automatically reboot, power cycle the device to apply its provisioning settings.

Factory Reset

Factory resetting a phone is when you restore a device to its original factory settings. This will delete everything that was previously on the device.

Press the Menu or Home button.
Select Settings > Advanced.
Enter 8647 for the password. If this does not work, try 456 or contact Customer Support for assistance.
Select Administrative Settings > Reset to Defaults > Reset to Factory > Yes.
Result: The phone will automatically reboot.

Reset Secure Provisioning

After you factory reset a phone, you’ll need to reset secure provisioning from the admin portal so it can reconnect.

Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
Click Devices in the left sidebar and then choose the device that needs secure provisioning reset.
From Hardware > Reset Secure Provisioning, click Reset.

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