Users
Manage your status & queues
Manage your status & queues The “Status” feature allows you to see which colleagues are available to take calls. Avoid distractions and set your own status to let others know when you’re away or you don’t want to be disturbed. Click your avatar in ...
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 ...
Audio/Video settings
Headsets are an extremely freeing way of communicating with callees. Video 7 in our self-serve video guide series touches quickly on some of the key considerations to take into mind as we free ourselves from the tether of a deskphone. Headsets are an ...
Transfer Calls on Smartphone
Transfer Calls on Smartphone Blind Transfer Press the transfer key during an active call Then enter the number you want to transfer the call to The call will immediately be transferred to the other line Attended Transfer Press the Attn. Tran button ...
Transfer Calls on Desktop
Blind Transfer Press the “Transfer” key during an active call. The call will be placed on hold. Enter the number you want to transfer to. The person you’re talking to will be transferred to the other line. Attended Transfer Press the “Attn. Tran” ...
Transfer Calls on Deskphone
Transfer Calls on Deskphone Blind Transfer The call is transferred without you speaking to the receiver on the other end. Press the Tran soft key during an active call. Enter the number you want to transfer to. Press the Tran soft key to complete the ...
Contact Management
How to add contacts Open the 3CX Web Client or 3CX Windows Application. Click the three dots on the left of your screen and click Contacts. Click the plus icon in the top left of the window, then enter the contact's information. Make sure you ...
Call Forwarding 3CX Desktop App/Webclient
Here you can: Set a custom message Enable/disable Push notifications for each status Rename “Lunch” and “Business Trip” profiles Set the number of seconds to activate forwarding of unanswered calls for “Available” and “Lunch” profiles Choose to ...
Record Voicemail Greetings
Voicemail Greetings In the “Web Client or Dekstop App > Settings” section, you can Record or Upload your Voicemail Greetings as well as Download or listen to your VM greetings. Record your Voicemail Greetings Go to your WebClient/Dekstop App Settings ...
Set Office Hours
Configure Office hours You probably don't want calls to ring your mobile in the middle of the night. Thank God for the office hours function then. Here you can configure when your business is open and when you are on break and then route your calls ...
3CX Desktop: How to install 3CX desktop app
The 3CX Web Client is easy to use and combines all the features you need to efficiently communicate, collaborate and connect with colleagues, partners, and customers, straight from your browser or from the native Windows and macOS desktop app. From ...
3CX Webclient: Voicemail
Set your voicemail via Web Client / Windows Desktop App Go to “Avatar > Your Name > Greetings”. Record a new greeting or upload a prerecorded message You can have different greetings per status To learn more about 3CX contact us at 1300 100 666 or ...
3CX Webclient: Microsoft 365
USING 3CX WITH MICROSOFT365 *Available only if your Microsoft 365 account has been sync with the 3CX. Update your Status In Microsoft 365, go to your Calendar and add meeting. During meeting Status will update to “Away” or “Do Not Disturb” Launch ...
3CX Webclient: Sending an SMS/MMS
SENDING AN SMS/MMS Ensure your extension has SMS / MMS enabled by the administrator Click on “Chat” icon > “+” > “Send SMS”. Type the contact name or number to send an SMS. SMS messages appear with a phone icon in the chat panel. To learn more about ...
3CX Webclient: Managing Chat Messages
Start a chat Click “Chat” > “+” and select “Start a Chat” or “Create Group Chat”. Select the extension(s) to start chatting Receiving customer chat messages You can view chat conversations routed to queues assigned to you. Distinguish Live chat, ...
3CX Mobile App IOS: How to set up your extension
Work remotely from your home, by the pool or at your friendly neighbourhood cafe; the 3CX app for iOS lets you take your office extension along for the ride no matter the destination! Access your company phonebook, make and receive calls, chat with ...