TRANSFERRING CALLS ON THE POLYCOM TRIO 8500

There are two different kinds of calls you can make, blind and attended. 

  • Blind transfers are sent directly to the recipient without an introduction.
  • Attended transfers are introduced to the intended recipient before a call is transferred. 

CHOOSE A DEFAULT TRANSFER TYPE

With the Polycom Trio 8500, you have the ability to choose a default transfer type. If you have default transfer type chosen your phone will automatically select this type when you transfer a call. Attended is the default transfer type.

  1. Navigate to Settings.
  2. Within the menu, select Basic.   
  3. From this submenu, select Preferences.
  4. Select Default Transfer Type  
  5. Select a Transfer Type

The selected transfer type will now be used for all calls. 

How you transfer a call will depend on your default transfer type.



CALL TRANSFER ICONOGRAPHY 



MAKING A BLIND TRANSFER

To make a transfer without introducing the caller to the recipient, do one of the following depending on your default transfer type. 

If the default transfer type is Blind,

  1. While on a call, press the Transfer icon.
  2. Dial an extension, 10 digit number, or select a contact from "Recent Calls" or "Contacts." 
  3. Press the Call icon

If the default type is Attended, 

  1. While on a call, press the More Options icon (Hamburger Menu). 
  2. Press the Transfer icon.
  3. Dial an extension, 10 digit number, or select a contact from "Recent Calls" or "Contacts." 
  4. Press the Call icon.
NOTE: If you want to cancel the transfer, press the Cancel soft key.


MAKING AN ATTENDED TRANSFER

To introduce the caller to the recipient before a transfer, do one of the following depending on your default transfer type. 

If the default transfer type is Blind,

  1. While on a call, press the More Options icon (Hamburger Menu). 
  2. Press the Consult icon.
  3. Dial an extension, 10 digit number, or select a contact from "Recent Calls" or "Contacts." 
  4. Press the Complete Transfer icon to complete the transfer.

If the default type is Attended, 

  1. Press the Consult icon.
  2. Dial an extension, 10 digit number, or select a contact from "Recent Calls" or "Contacts." 
  3. Press the Complete Transfer icon to complete the transfer.
NOTE: If the call is not accepted, or you want to cancel at any point, press the Cancel soft key once if you haven't entered an extension, and twice if you have. This action will bring you back to the original caller. 


If you're experiencing trouble, you can contact our Technical Support Team by dialing 611 from your Versature device or by calling 1-877-498-3772 and choosing option #3. Emails will be responded to within 1 business day and can be sent to support@versature.com.

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