3CX Dialer Functions

3CX Dialer Functions

In-call functions

Once you’re in a call, you can perform a number of actions with just a few mouse clicks.



Transferring a call
Click on “Transfer” and enter the name or number of the person you want to transfer the call to. The call is transferred without you speaking to the receiver on the other end - this is known as a blind transfer.

To speak to the receiver and get permission to transfer a call, click “Att.transfer”. This will allow you to put the caller on hold and speak to the receiver before passing the call through.

Creating a conference call
Click the “Conference” button and enter the name or number of the person/s you would like to add to the call. They will be dialed and upon answering, will be added to the existing call.

Recording a call
At any time during a call you may record the conversation. Simply click “Record” to begin and click again to end the recording. Recordings can be accessed in the Web Client > “Recordings”.

Note: The ability to record and to view/edit recordings depends on the permissions given to you by your administrator.

Initiating a new call
During an ongoing call, you may initiate a new call on a separate line without hanging up on the current call. To do this, click “New Call” and enter the name or number of the callee.

Switch to video call
During an ongoing call, you may elevate to a video call by clicking the “Video” icon in the dialpad, without hanging up on the current call.

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