Gear up your PBX

Cut Costs, Boost Prots

3CX Phone System

User Manual
Version 14

Copyright20062015,3CXLtd.
http://www.3cx.com
Email:info@3cx.com

Information in this document is subject to change without notice. Companies namesand dataused in exampleshereinarefictitious
unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or
mechanical,for anypurpose,withoutthe expresswrittenpermissionof 3CXLtd.3CXPhoneSystemfor Windowsis copyrightof3CXLtd.
3CXis a registeredtrademark, and 3CXPhoneSystem forWindowsandthe3CX logo aretrademarksof3CXLtd.inEurope,theUnited
Statesandothercountries.Version14LastupdatedNovember2015.

TableofContents

Installing&Configuring3CXPhone

1. Installing3CXPhonefor:
Windows
Android
iPhone
Mac
2. 3CXPhoneAdvancedSettings
Windows
Android
iPhone

Make,Receive&TransferCalls

3. MakingCallswith3CXPhone
Useyoursoftphonetomakecalls.
4. Transferring Calls with 3CXPhonePerformingBlind orAttendedtransfersusingthe3CX
softphone.
5. ElevateaCalltoaVideoCall
Includedavideoinyourcall(3CXPhoneforWindows).
6. MakeCalls onyourDesk PhonefromyourDesktopUsingtheCTIModewith3CXPhone
forWindows.
7. MakingCallsUsingHotKeys
Control3CXPhoneforWindowsusingkeyboardshortcuts.
8. ReceiveCallsfromInternetUsers
Allowanyonetocallyourextensionusingtheirbrowser.

Checking&ManagingVoicemail

9. Checking andManagingyour Voicemailfrom3CXPhoneUseyoursoftphone toaccess

yourmessages.
10. Customizing your Voicemail Greetings in 3CXPhone Personalize your greetingsforall
yourstatuses.

CreatingConferenceCalls

11. CreateaConferenceCallfrom3CXPhone
Windows
Mac
Android
iPhone
12. ElevatingaCalltoaConferenceCallfrom3CXPhone
Windows
Mac
Android
iPhone

ConfiguringForwardingRules

13. ConfigureForwardingRules
Howtoconfigureyourforwardingruleswhenbusyoraway.
14. Creating Exceptions Have calls from particular numbers redirected (3CXPhone for
Windows).

OrganizingVideoConferences

15. Hostinga3CXWebMeeting
Guidesfor3CXPhoneforWindowsandMac.
16. Joininga3CXWebMeeting
Useyourbrowsertoparticipateinameeting.

17. SharingPDFs
Usetheconverteranddelivertheminhighresolution.
18. SharingYourScreen
Shareyourscreenorwindow.
19. ManageMediaAccess
ControlwhocanparticipatewithVideo,AudioandChat.

Presence&Switchboard

20. UsingPresence/Statuswith3CXPhoneWhatis thePresenceFunction,howtosetitand

useit.
21. Switchboard
WhatistheSwitchboardandhowtouseit.
22. ManageQueueCalls
Manipulatequeuecallsinrealtime.
23. Managing CallsUsingtheReceptionistViewWhatistheReceptionistviewandmanaging
incomingcalls.

CallHistory,Phonebook,Recording,DialCodes

24.
25.
26.
27.

Usingthe3CXPhonebook
Addcontactsandmanageyourentries.
CallHistory
Seeallyouroutbound,inboundandmissedcalls.
Recording

Recordaconversationorconferenceandplaybackrecordings.
Manage Recordings from 3CXPhone Access, play and delete your recordings from
differentdevices.

CorporateChat

28. UsetheChatFeaturein3CXPhone
Sendmessagestoyourcolleagues.

Installing3CXPhoneforWindows

Onthistopic
Installing3CXPhoneforWindows
Whatis3CXPhoneforWindows?
DownloadingandInstalling3CXPhoneforWindows

Whatis
3CXPhoneforWindows
?
3CXPhone for Windows isaclientfor 3CXPhoneSystemthatcanbeusedeitherasaSoftphone to
make calls from your computer, or in
CTI mode
, to remote control your IP Phone. It also offers a
user friendly interfacetotransfercalls,createwebmeetingsandconferencecalls,viewthestatus of
otherusersorcontrolyourownstatus.

DownloadingandInstalling3CXPhoneforWindows
1.
2.
3.
4.
5.
6.
7.

Downloadthelatestversionof
3CXPhoneforWindows
.
Starttheinstallationof3CXPhoneforWindowsbydoubleclickingonthesetupfile.
Click
Next
tobegininstallation.
Youwillbeaskedtoacceptthelicenceagreement.Dosoandclick
Next
.
Leavethedefaultinstallationpathandclick
Next
.
Click
Install
.Once3CXPhonehasbeeninstalled,click
Finish
.
To start 3CXPhone for Windows, double click on the 3CXPhone icon automatically created
onyourdesktop.

8. You will see a message confirming that 3CXPhone for Windows has been installed. It will
ask you to double click on the attachment you received in your 3CX Welcome Email. This
email was sent to you when your extension was created. If you cannot find it, ask your

administratortoresendit.

9. In your inbox you will find an email with the subject Welcome to 3CX Phone System for
Windows. The 3CX Welcome Email has a provisioning fileattachedtoit.Click
Download

tosavetheattachmenttoyourcomputer.
10. Double click the attachment. 3CXPhone will configure itself to your extension using the
information contained in the email attachment. Once provisioning is completed you will see
the
Available status on the left upper corner and
On Hook in thedialscreen.Youcannow
startmakingcalls.

Note:
After provisioninghascompleted,dependingonthesettings,configuredforyourextensionon
3CXPhoneSystem,your3CXPhonewillstartinoneoftwomodes:

CTI
mode
:RemotelycontrolyourIPPhonefromyourcomputer,or
Softphonemode:Makeandreceivecallsonyourcomputer.

To change between the two modes click the icons highlighted in the imagesaboveandchoosethe
desiredmode.

Installing3CXPhoneforAndroid

Onthistopic
Installing3CXPhoneforAndroid
Whatis3CXPhoneforAndroid?
DownloadandInstall3CXPhoneforAndroid
Upgrading3CXPhonetov14fromanOlderVersion

Whatis3CXPhoneforAndroid?
3CXPhone for Android is a SoftphoneclientthatyoucanusetomakeandreceiveVoIPphonecalls
on your Android device. It offers a user friendly interface to transfer calls, create conference calls,
viewthestatusofotherusersorcontrolyourownstatus.

DownloadandInstall3CXPhoneforAndroid
1. InGooglePlayStore,tapthe
Search
buttonintheupperrightcornerandtype
3CX
.
2. Fromtheresultlist,taptheresultwiththetitle
3CXPhonefor3CXPhoneSystem
,
3. Tap
Install
, 3CXPhone for Android will be downloaded and the installation procedure will
begin.
4. A new screen will appear asking you to confirm that you accept the 3CXPhone application
rights.TapConfirm.OncethefileinstallationiscompletetapOpen.

5. You willseeamessageconfirmingthat3CXPhonehasbeeninstalled.Itwillaskyoutoopenthe
attachment you received in your 3CX Welcome Email. This email was sent to you when your
extensionwascreated.Ifyoucannotfindit,askyouradministratortoresendit.
6. SearchforanemailwithsubjectWelcometo3CXPhoneSystem.Openthatemail.

7. Tap on the attached provisioning file. The 3CXPhone will open and
configure itself to your
extensionusingtheinformationcontainedintheemailattachment
.
8. Once provisioning is completed you will see the
Available statusontheleftuppercornerand

On Hook on the dial screen. You can now start using your 3CXPhone on your Android to
accessallthefeatures3CXPhoneSystemhastooffer.

Upgrading3CXPhonetov14fromanOlderVersion
Ifyouareupgradingto3CXPhoneforAndroidv14fromanolderversionthenfollowthesesteps:

1. UninstalltheoldversionbygoingtoApplicationManager.
2. Select3CXPhonefromthedownloadedappsandclickUninstall.
3. Downloadthenewversion:
3CXPhoneforAndroid
.Todothisfollowthestepsasdescribed
aboveintheDownloadandInstall3CXPhoneforAndroidsection.

Once you have installed the new 3CXPhone you will need provision it using the attachment in the
welcomeemail.

Installing3CXPhoneforiOS

Onthistopic
Installing3CXPhoneforiOS
Whatis3CXPhoneforiOS?
Downloadandinstall3CXPhoneforiOS
Upgrading3CXPhonetov14fromanOlderVersion

Whatis3CXPhoneforiOS?
3CXPhone for iOS is a SIP client that functions as a Softphone that
you can use to make and
receive VoIP phone calls on your iOS device. It offers a user friendly interface to transfer calls,
createconferencecalls,viewthestatusofotherusersorcontrolyourownstatus
.

3CXPhone for iOS is available as afreedownloadandis nowenrichedwithmany newandexciting

features.

Note: 3CXPhone for IOS requires either an iPhone 4s or above, iPad 3 or above andyoumustbe
usingIOS8orabove.

Downloadandinstall3CXPhoneforiOS
There are two ways to download and install 3CXPhone on your iOS device. You can either
download it to itunes, on your computer, then sync your IOS device with itunes to install the
3CXPhone app or download it directly on your iOS device. To download usingitunes,clickthislink
from your computer:
3CXPhone for iPhone
. To download and install directly to your iOS device
followthesesteps:

1. In the Apple App Store, tap the

Search
button in the lower right cornerandtype
3CXPhone

inthesearchbox.
2. Fromtheresultlist,taptheresultwiththetitle
3CXPhonefor3CXPhoneSystem
.
3. Tap the
Install
button and 3CXPhone for iOS will be downloaded and the installation
procedurewillbegin.
4. A new screen will appear asking you to confirm that you accept the 3CXPhone application
rights.Tap
Install
.Oncethefileinstallationiscompletetap
Open
.

5. You willseeamessageconfirmingthat3CXPhonehasbeeninstalled.Itwillaskyoutoopenthe
attachment you received in your 3CX Welcome Email. This email was sent to you when your
extensionwascreated.Ifyoucannotfindit,askyouradministratortoresendit.
6. SearchforanemailwithsubjectWelcometo3CXPhoneSystem.Openthatemail.

7. Tapontheattachedprovisioningfilefromwithinthewelcomeemail.
Y
ouwillthenbe
promptedtochooseanapplicationtoopentheprovisioningfilein.Selectthe3CXPhone
icon.
Onceprovisioningiscompletedyouwillseethe
Available
statusontheleftupper
cornerand
OnHook
onthedialscreen.Youcannowstartusingyour3CXPhoneonyour
iOSdevicetoaccessallthefeatures3CXPhoneSystemhastooffer.

Upgrading3CXPhonetov14fromanOlderVersion
Ifyouareupgradingto3CXPhoneforiOSv14fromanolderversionthenfollowthesesteps:
1. Firstyouwillneedtouninstalltheoldversion.
2. Downloadandinstallthenewversion:
3CXPhoneforiPhone
.Todothis
followthesteps
asdescribedaboveintheDownloadingandInstalling3CXPhoneforiOSsection.
Onceyouhaveinstalledthenew3CXPhoneyouwillneedprovisionitusingtheattachmentinthe
welcomeemail.

Installing3CXPhoneforMac

Onthistopic
Installing3CXPhoneforMac
Whatis3CXPhoneforMac?
DownloadandInstall3CXPhoneforMac

Whatis
3CXPhoneforMac
?
3CXPhone for Mac is a client included in 3CX Phone System that can be used as a Softphone to
make calls from your computer. It also offers a user friendly interface to transfer calls, create web
meetingsandconferencecalls,viewthestatusofotherusersorcontrolyourownstatus.

DownloadandInstall3CXPhoneforMac
1.
2.
3.
4.
5.

Downloadthelatestversionof
3CXPhoneforMac
.
Doubleclickonthedownloadedfile.
Inthewindowthatopens,drag3CXPhone14.apptoyourApplicationsfolder.
Start3CXPhonebyentering3CXPhoneinSpotlightSearchandpressing
Enter
.
In your inbox you will find an email with the subject Welcome to 3CX Phone System. The
3CX Welcome email has a provisioning file attached to it (outlined above in red). Click

Download
tosavethatattachmentonyourcomputer.
6. Double click the attachment. 3CXPhone will configure itself to your extension using the
information contained in the email attachment. Once provisioning is completed you will see
the
Available status on the left upper cornerand
OnHook onthedialscreen.Youcannow
startmakingyourcalls.
7. Unmountthe3CXPhonediskimageonyour Desktopbydraggingittothe
Ejecticoninthe
Dock.Makesureyouaredraggingthediskimageandnotthe3CXPhoneapplication.

AdvancedSettings(Windows)

Onthistopic
AdvancedSettings(Windows)
CallForwarding
ConfigureAccounts
Recordings
AudioOptions
AudioDevices
VideoOptions
VideoDevices
HotKeys
AdvancedSettings
Behavior
Language
AutoAnswer
Themes
Reregister
RequestWelcomeEmail
ImportContacts

The advanced features of 3CXPhone for Windows give you greater flexibility to customise the call
experienceandsettingstomeetyourneeds.
ToaccessAdvancedsettingson3CXPhoneforWindows,clickthe
Settings

button.

CallForwarding
Configureyour
forwardingrules
.

ConfigureAccounts
If multiple accounts are configured, you can choose which one will be active (able to make and
receivecalls)byselectingthecheckboxandpressing
Back

Recordings
Manageyour
recordedconversations
.

AudioOptions
3CXPhoneforWindowsprovidesyouwiththefollowingaudiooptions:
EchoCancellation
:Whenenabled,itwillcanceloutanyechoheardduringcalls.
Silence Detection
: When enabled, 3CXPhone will conserve bandwidth by not sending data
whendetectingsilence.Thismightimpedesoundqualitywhenenabled.
Microphone Gain
: If the other party cannot hear youclearly youcanincreaseyourmicrophone
gaintoamplifythevolumeofyourvoice.

AudioDevices

Microphone: Select the microphone source from which 3CXPhone will receive audio. Default:
PrimarySoundDriver.

Speaker: Select the speaker destination from which you will hear the call.ThiscouldbeaUSB
headsetorSpeakers.Default:PrimarySoundDriver.
Ringing: Select the destination from which you will hear 3CXPhone ringing. For Example,
3CXPhone can ring from speakers attached on your PC and the call can be heard through a
USBheadset.

VideoOptions

EnableVideo
:Selectwhetheryouwantvideotobeenabled.
VideoResolution
:Selecttheresolutionyouwantyourvideotobe.
Framespersec
:Howmanyframespersecondyouwouldliketorecord.
Bandwidth
:Howmuchbandwidthdoyouwantyourvideotoconsume.

VideoDevices

Camera
:Selectwhichcamerayouwanttouseforyourvideo.

HotKeys
The Hot Key functionality allows you to highlight a number on a webpage or a document and by
typingthepredefinedHotKeycombinationthenumberwillbecopiedintoyour3CXPhone.

ForinformationonhowtouseandsetuptheHotKeyfunctionalityvisitour
HotKey
userguide.

AdvancedSettings
Behavior

Focus:
Ifchecked,3CXPhonewillalwaysstealfocuswhenanincomingcallisreceived.
External Application: This option is used to enable and control communication between
3CXPhone and 3rd party applications. Find more information about this from our guides on
3CXApplicationPartners
.

Language
Enableandselectthelanguageinwhichthe3CXPhoneinterfacewillbedisplayed.

AutoAnswer
EnableAutoAnswerforallyourincomingcallstobeansweredautomaticallyby3CXPhone.

Themes
Choosefromoneoftheavailablethemestochangetheway3CXPhonelooks.

Reregister
If your 3CXPhone is not registering or having difficulties connecting to your PBX, you can click
Reregister
whichwillautomaticallyreprovisionyour3CXPhonewith3CXPhoneSystem.

RequestWelcomeEmail
You can request to receive the welcome email that was sent to you when your extension was first
created by clicking
Request Welcome Email.
This is useful if you cant find the originalemailto
retrieve information such as your voicemail number or pin, the links toredownload3CXPhoneand
otherusefulinformationthattheemailcontains.

ImportContacts

This feature allows you to import your contacts from your Office 365 account and or your Google
Account. Simply enter your logindetailsandclickSync.Thiswillthenimportallyourcontactsfrom
theaccountspecifiedintoyour3CXPhonepersonaladdressbook.

AdvancedSettings(Android)

Onthistopic
AdvancedSettings(Android)
Accounts
AudioOptions
AdvancedSettings
About

The advanced features of 3CXPhone for Android gives you greater flexibility to customise the call
experienceandsettingstomeetyourneeds.
To access Advanced settings on 3CXPhone for Android, press the
Menu
key

Settings
.

and select

Accounts

From within the Accounts option you can select the account you would like to use with
3CXPhone.Youcanalsoeditandaddaccountsfromhere.

AudioOptions
3CXPhoneforAndroidprovidesyouwiththefollowingaudiooptions:
EchoCancellation
:Whenenabled,itwillcanceloutanyechosheardduringcalls.
Silence Detection: When enabled, 3CXPhone will conserve bandwidth by not sending data
whendetectingsilence.Thismightimpedesoundqualitywhenenabled.
Microphone Gain
: If the other party cannot hear youclearly youcanincreaseyourmicrophone
gaintoamplifythevolumeofyourvoice.
Microphone Source
: In some devices the microphone might notworkinthedefaultAdvanced
mode,inwhichcaseswitchingtoBasicmodewillenableit.

AdvancedSettings
In advanced options you have the abilityto control optionsthatrelatetohow3CXPhoneforAndroid
behaves:
Local SIP Port:
Default is empty. When using the defaultsetting,3CXPhonewillusearandom
port provided by the system to pass SIP trafficthrough.Ifneededyoucandefineaportnumber
here.
Lock WiFi: Keeps WiFi awake when thescreenisturned offinorderfor3CXPhonetoreceive
callsinthebackground.
Enable3G:
Allows3CXPhonetouse3GconnectivitytomakecallswhenWifiisnotavailable.
FullScreen:
HidestheAndroidstatusbartousemorescreenspace.
Proximity Sensor: If your device is equipped with aproximitysensor,3CXPhonewillswitchoff
thedisplaywhenyouputthephonetoyourearduringacall.
KeypadTone:
Whenenabled,3CXPhonewillplaydialtoneswhendialinganumber.
UseSystemRingtone:
Whenenabled,youcansetadifferentringtonetousefor3CXPhone.
Ringtone:
Selecttheringtonethatwillplaywhenyoureceiveacallin3CXPhone.
Verbose Logging: Logs debugging information so a detailed log report is created for
submissiontooursupportteam.
SendLogReport:
Sendalogreportto3CXSupporttotroubleshootpotentialissues.

About

Thisoptiontellsyouwhatversionof3CXPhoneiscurrentlyrunningonyourdevice.

AdvancedSettings(iOS)

Onthistopic
AdvancedSettings(iOS)
Accounts
Advanced
AudioCodecs
AudioOptions
Advanced
Themes
Reregister
RequestWelcomeEmail

The advanced features of 3CXPhone for iOS give you greater flexibility to customise the call
experienceandsettingstomeetyourneeds.

To access Advanced settings on 3CXPhone for iOS, tap

More
on the bottom menu and then tap

Settings
.

Accounts
Listsallaccountsaddedto3CXPhoneforiOS.Selectanaccountandscrolltothebottomofthelist:

Advanced

KeepAlive Interval (in seconds): The time interval at which a packet will be sent to 3CX
Phone System. The higher the number, the longer the packets will be kept alive. Useful
whenyoureusingyour3CXPhonefromoutsideyouroffice.
NAT Helper (default ON): Helps when 3CXPhone is used from outside the office to make
surethattheaddressdetailsofyourextensionstayintact.
DTMF (default RFC2833): Dualtone Multifrequency. Used when 3CXPhone interacts with
IVR (Interactive Voice Response) menus, such as voicemail. If DTMF tones are not
recognised,tryswitchingtotheotheravailableoptions(SIPINFO,INBAND).

AudioCodecs
Lists the available audio codecs in priority. The first listed codec has the highest priority. To
rearrangetheprioritylisttap
Edit
.Tapanddragtorearrange.

AudioOptions

EchoCancellation:
Whenenabled,itwillcanceloutanyechosheardduringcalls.
Playchatnotification:
Choosesoundnotificationforchatmessages.

Advanced

Use3Gwhenavailable:
Enablesaccesstomobiledatawhenavailable.
LocalSIPPort(default5077):
ThelocalportusedtosendandreceiveSIPpackets.

Themes
Choosefromoneoftheavailablethemestochangetheway3CXPhonelooks.

Reregister
If your 3CXPhone is not registering or having difficulties connecting to your PBX, you can tap
Reregister
whichwillautomaticallyreprovisionyour3CXPhonewith3CXPhoneSystem.

RequestWelcomeEmail
You can request to receive the welcome email that was sent to you when your extension was first
created by tapping
Request Welcome Email.
This is useful if you cant find the originalemailto
retrieve information such as your voicemail number or pin, the links toredownload3CXPhoneand
otherusefulinformationthattheemailcontains.

MakeandReceiveCallswith3CXPhone

Onthistopic
MakeandReceiveCallswith3CXPhone
Dialinganumberorextensiondirectly
MakingCallsfromthePhonebook
Tomakeacalltoanyoneofthesecontacts:
MakingCallsUsingCopyandPaste
MakingCallsfromCallHistory(Recents)
ReceivingCallswith3CXPhone
AutoAnswer

3CXPhone allows you toeasilymakecallsusingavarietyofoptions.Youcandial anumberdirectly

from the keypad, copy and paste a number into 3CXPhone, use the company phonebook or
personal contacts to dial a number and even return calls or redial a number from the recent calls
screen.

Dialinganumberorextensiondirectly
1. Usingyourmousedialthenumberfromtheonscreenkeypad:
2. Clickonthe
Call
buttontomakeyourcall.
3. If you are in
CTI mode, the number will be dialled on your IP Phone. If you are in Softphone
mode,yourcallwillbemadeusingyourheadsetoryourcomputerspeakersandmicrophone.

MakingCallsfromthePhonebook
Click on the
Contacts

buttoninthebottommenutoaccessthephonebook.Youwillseethe
phonebook entries along with their respective icons indicating the type of each contact. There are
fourtypesofcontactsinthe3CXPhonebook(contactlist):

CompanyContacts:Windows,Mac:

,iPhone:

PersonalContacts:Windows,Mac:

,iPhone:

Extensions:Windows:

MobilePhoneContacts:Android:

,iPhone,Mac:

,Android:
,Android:

,Android,

,iPhone:

Tomakeacalltoanyoneofthesecontacts:
1. Doubleclick,rightclickortaponthecontactthatyouwanttocall.
2. Onthecontactinfoscreenselect
Call
.

MakingCallsUsingCopyandPaste
Youcanalsomakeacallusingcopyandpaste:
1. Selectthenumberyouwanttodial.
2. Press
CTRL+C (on PC)
,
cmd+C (on Mac)
on your keyboard or right click and copy using the
mouse.
3. Open3CXPhoneforWindows.
4. Clickonthe3CXPhonedialscreen.
5. Press
CTRL+V(onPC)
,
cmd+V(onMac)
topastethenumber.
6. Clickonthe
Call
buttontomakeyourcall.

MakingCallsfromCallHistory(Recents)
1. Clickonthe
CallHistory

buttononthebottommenu.
2. Findthecallentrythatyouwanttocallback.
3. Doubleclickortaponthecontacttocallback.Press
>
(onlyonPC)toaccessContactDetails.

ReceivingCalls
with3CXPhone

When you receive a phone call, 3CXPhone will automatically pop up onyourscreenandshowyou
theCallerID.

Threeoptionsareavailable:
1. Answer
thecall.
2. Decline
(Reject)thecall
.
3. Divert
thecalltoyourvoicemail.

AutoAnswer
With 3CXPhone for Windows you have the optiontoautoansweryourincomingcalls.Todothisgo
to
Settings

and then
Advanced Settings
. Click on
Auto Answer
. When you have an
incomingcall3CXPhoneforWindowswillautomaticallyanswerthecall.

TransferringCallswith3CXPhone

Onthistopic
TransferringCallswith3CXPhone
BlindTransfer
AttendedTransfer

3CXPhone for Windows allows you to easily transfer calls to other users using either
Blind
or

Attended
transfer. In a Blind Transfer the call is transferred without notifying the recipient. In an
Attended Transfer the recipient is notified by the person performing the transfer (while the caller is
onhold)andiftherecipientagreestotakethecallthenthetransferisperformed.

BlindTransfer
Toperformablindtransfer:
1. Whileinacall,clickonthe
BlindTransfer
button
.
2. Enter the number you want to transfer the call to. Alternatively, you can searchfor acontactby
typing the name or number of the contact you are looking for. 3CXPhone will filteryourcontact
listandsuggestusers/extensions.
3. Clickonthe
Transfer

buttontotransferthecall.

Totransferacallviadraganddrop,orrightclickactionsyoucanusethe
ExpandedPresence
Screen
.

AttendedTransfer
Toperformanattendedtransfer:
1. Whileincall,clickthe
AttendedTransfer
button
.
2. Dial the number you want to transfer the call to, click the
Call
button and announce the
transfer to the recipient. Alternatively, you can search for a contact by typing the name or
number of the contact you are looking for. 3CXPhone will filter your contact list and suggest
users/extensions.
3. After confirming that the recipient wants to take the call, click the
Transfer
button
. The
callwillbetransferredtotherecipient.

Checkoutourvideostoseehoweasyitistomakea
blind
or
attended
transferusingthequick
searchoption.

YoucanevenusetheBLFPanelin3CXPhoneforWindowstotransfercalls.Checkouthowto
makea
blind
or
attended
transferwiththeBLFPanelinthevideos.

ElevateaCalltoaVideoCallFrom3CXPhoneforWindows

Onthistopic
ElevateaCalltoaVideoCallFrom3CXPhoneforWindows
TurningonVideoWhileinaCall
AddingVideotoaWebRTCCall(RequiresCallertoUseChrome)
ElevateYourWebRTCCalltoVideo

3CXPhone for Windowsallowsyoutomakevideocallsbetweentwo3CXPhoneclientsorany video

capableIPPhone.

TurningonVideoWhileinaCall
WhileinacallwithsomeonewhohasaVideocapablephone:
1. Clickthe
Video

button.

2. The3CXPhoneVideowindowwillappearandyourcallwillnowincludevideo.

AddingVideotoaWebRTCCall(RequiresCallertoUseChrome)
You can elevate your WebRTC calls to include video with a single click and take advantage of the
benefits that a video call can offer as well as engage with your customers in a more
personal and
impactfulway.

ElevateYourWebRTCCalltoVideo
1. AnsweryourincomingWebRTCcall.
2. Clickthe
Video

button.

3. The3CXPhonevideowindowwillappearandyourWebRTCcallwillnowincludevideo.
4. A pop up may appear in the other partys browser asking them to allow access to their
camera andmicrophonebeforebeingabletosharevideo.Theyneedtoallowthisinorderfor
thevideocalltowork.

ControllingyourIPPhonefromyourDesktop

Onthistopic
ControllingyourIPPhonefromyourDesktop
CTIorSoftphonemode?
SwitchingtoCTIMode
ToswitchtoCTIModefromSoftphonemode:
MakingaCallinCTIMode
ReceivingaCallinCTIMode
BlindTransferinCTIMode
AttendedTransferinCTIMode

3CXPhone for Windows allows you to control your IP Phone from your PC desktop. When
3CXPhoneiscontrollingyourIPPhoneitisinCTImode.

Note:
CTI mode is only available in 3CXPhone for Windows and with only Fanvil, Htek, snom and
YealinkIPPhones.

ThefollowingactionscanberemotelyperformedonIPphones:
Initiatecallswithamouseclick.
Easycalltransfer.
Createconferencecallswithafewmouseclicks.

Important note
: When using CTI mode, all callswillbereceivedonyourIPPhoneandallnumbers
dialedfrom3CXPhonewillbesenttoyourIPPhone.

CTIorSoftphonemode?
When you are using Softphone mode all calls will be made to and from the 3CXPhoneclientitself.
Audio will pass via the detected audio driver configured in 3CXPhone for Windows or the default
Windows Audio device driver used for recording or playback. Hardware headset integration is
availableonlywhenusing3CXPhoneforWindowsinsoftphonemode.

SwitchingtoCTIMode
Important
: In order to use CTI mode you have to have the 3CXPhone client
AND an IP Phone
configured on the
same
extension. After you switch to CTI mode for the first time,dialanumberin
the 3CXPhone dial screen and you will then see a dialog box on the screen of your IP Phone
handsetaskingifyouwanttoallowremotecontrol.Select
Yes
.

ToswitchtoCTIModefromSoftphonemode:


From the dial screen menu, click the telephone button and then select
CTI
from the drop down
menu(seeimageabove).

MakingaCallinCTIMode
1. Switch3CXPhonetoCTImodeasdescribedabove.
2. Dialtheextensionorthenumberyouwanttocallonthe3CXPhonedialpad.
3. Clickthe
Call
button.YourIPPhonewillthendialthenumberandmakethecall.

ReceivingaCallinCTIMode
Threeoptionsareavailable:
Answerthecall.
Decline
(Reject)thecall
.
DiverttoVoicemail.

BlindTransferinCTIMode

1. Answertheincomingcall.
2. Clickonthe
Transfer

button.
3. Dialtheextensionthatyouwanttotransferthecallto.
4. Clickthe
Transfer

buttontocompletethetransfer.

AttendedTransferinCTIMode
1. Answertheincomingcall.
2. Clickthe
AttendedTransfer

button.
3. Dialtheextensionthatyouwanttotransferthecallto.
4. Announcethecalltothetransferrecipient.
5. Clickthe
Transfer

buttontocompletethetransfer.

MakingCallsUsingHotKeys(Windows)

Onthistopic
MakingCallsUsingHotKeys(Windows)
ConfiguringHotKeys
MakingaCallUsingtheCopynumbersfromclipboardHotKey

The Hot Key functionality allows you to to control 3CXPhone using keyboard shortcuts. Using the
HotKeyfeatureyoucanmake,answer,transfer,orplacecallsonhold.

ConfiguringHotKeys
1. Clickthe
Gears
button
toaccess
Settings
.
2. Clickon
HotKeys
toaccesstheHotkeysettings.
3. By default the Hot Key functionality is notenabled.ClickontheHotKeyyouwanttoenableand
check
Enablekeyboardshortcut
.
4. Select the key combination that willserveasyourHotKey.Youcancombine
Ctrl,Altand
Shift
keys along with letters and numbers. Letters, numbers and specialfunctionkeys(insert,delete,
page up, page down and others) have to be combined with
Ctrl, Alt and
Shift keys in orderto
createaHotKey.
F1

F12
keysdonothavethislimitation.

5. Click
OK
tosave.

MakingaCallUsingtheCopynumbersfromclipboardHotKey

1. Openawebpage,textdocumentoranyotherfileandhighlightthenumberthatyouwanttodial.

2. In this example we selected

Shift+V to serve as the Hot Key. Press
Shift+V
.Thenumberwill
becopiedautomaticallyonyour3CXPhoneforWindowsdialpadscreen.

3. Clickthe
Call
buttontodialthenumber.

HowtoShareYourWebRTCCallLink

Onthistopic
HowtoShareYourWebRTCCallLink
ShareYourWebRTCCallLink

The WebRTC call link allows you to share a URLthatwillallowotherstocallyou,forfree,using an

openstandardsbrowsersuchasChromeorFirefox.

ShareYourWebRTCCallLink
1. Fromthe3CXPhonedialpad,clickthe
Chat

button.
2. ComposeanewMessageandselecttheExtensionyouwanttosendamessageto.
3. FromwithinthedialogboxpresstheSendWebRTCcalllink

button.

4. Yourlinkhasbeensent.


5. When your contact clicks on the link a tab will open in their browser. By clicking on the

Pressto

CallNow
buttontheywillplaceacalltoyourextension.

Note:
YoumayalsofindyourWebRTCcalllinkbygoingtoSettings>

CallForwarding>
WebRTCcalllink
.

CheckingandManagingyourVoicemailfrom3CXPhone

Onthistopic
CheckingandManagingyourVoicemailfrom3CXPhone
ManageyourVoicemail
LeavingVoicemailtoaParticularExtension

When your extension is busy, cannot be reached or you choose not to take a call,callershavethe
option to leave a voice message on your extension. These messages are stored in chronological
order and can be accessed from your IP phone, smartphone, or directly from 3CXPhone. If you
haveunheardvoicemails,ablueenvelopeiconappearsonyour3CXPhoneDialScreen.

Tocheckyourvoicemails:
1. FromtheDialScreen,clickthe
Voicemails
button
toseeyourunheardvoicemaillist.
2. Thistabshowsallthevoicemailsinyourvoicemailinbox.
Windows, Mac and Android: Unheard voicemails are shown in blue. Heard voicemails are
showningrey.
iOS:Unheardvoicemailsareshowninred.Heardvoicemailsareshowninblack.
3. Doubleclick,rightclickortaponavoicemailtobringuptheoptionsmenuandselect:
Play
thisdownloadsthevoicemailasa.WAVfileandwillautomaticallyplayitonyourPC.
PlayinyourSoftphoneorCTImode
:
In Softphone mode 3CXPhone will receive an incoming call from Caller ID Playfile.
Answertolistentoyourvoicemailthroughyourdevicesspeakers.
In CTImode,yourIPPhonewillreceiveanincomingcallfromCallerIDPlayfilethrough
whichthevoicemailwillplayafteryouanswerit.

 OnaMac,doubleclickthemessageanditwillplaydirectlyfromthevoicemailwindow.
4. On the dial pad screen the blue envelope will now turn white, meaning you have no new
voicemails.

Note: You can also check your voicemail by dialing

999
from your 3CXPhone and following the
voiceprompts.

ManageyourVoicemail
AlongwiththePlayoptions,youcanmanageyourvoicemailbyselectinganyofthefollowing:
Call
Thisoptionwillcallbackthecontact/numberthatleftyouthevoicemail.
MarkasHeard
Markstheselectedvoicemailasheard.
MarkasUnheard
Markstheselectedvoicemailasunheard.
DeleteVoicemail
Deletestheselectedvoicemail.

LeavingVoicemailtoaParticularExtension
ToleaveamessageintheVoicemailofaparticularExtension:
Dial
*4<extensionnumber>
Forexample,*4100,willleaveavoicemailmessageforextension100.

CustomizingyourVoicemailGreetings(WindowsandAndroid)

Onthistopic
CustomizingyourVoicemailGreetings(WindowsandAndroid)
RecordingaPersonalizedGreeting
SettingaPrerecordedMessageasyourVoicemailGreeting(Windows)

3CXPhone allows you to personalize your voicemail greetings according to your status. By default
3CXPhonewillusethemessagesetbythesystem.

Tosetyourownvoicemailmessages:
1. FromtheDialScreen,clickortaponeofthe
Voicemail
buttons.

2. Clickonthefolderbutton

togotothe
SetVoicemailGreetings
tab.

RecordingaPersonalizedGreeting
1. Inthe
SetVoicemailGreetings
tab,clickthe
Record
button
.
2. You will then be prompted to enter a filename for the voicemail greeting message. Click
OK

afterenteringthefilename.
3. YouwillreceiveacallfromCallerIDRecordFile.
4. Answer the call and follow the incall instructions. You will be prompted to press
#
to end the
recording and press
0
to save the recording. While incallclicktheKeypad button
to bring
upthekeypad.
5. When the call ends you will be returned to the main 3CXPhone for Windows screen. Click the


Voicemails
button
toreturntothe
SetVoicemailGreetings
tab.
6. The recorded message will be available for all statuses. Select the status that you wish to set
therecordedmessageforbyclickingonthefieldnexttothestatus.

7. Click the
Voicemails
button
to save your changes and return to the voicemail list. To
recordanothercustomgreetingfollowthesameprocedure.

SettingaPrerecordedMessageasyourVoicemailGreeting(Windows)
Tobrowseandsetaprerecordedgreetingfollowtheprocedurebelow:
1.
2.
3.
4.

Whileonthe
SetVoicemailGreetings
tabclickthefolderbutton
.
Adialogwillappearwhereyoucanbrowsetoselectthe.WAVfilethatyouwishtouse.
Navigatetothefile,selectit,andclick
Open
.
Thefilewillnowbeselectedforthatstatus.

5. Clickthe
Voicemails
button
tosaveyourchangesandreturntothevoicemaillist.

Note: If any status is left to the

Play Default
option, and the
Default
field has been set to a
custom message, then that greeting will be used whether that is the system default greeting or a
personalisedmessage.

CreatingaConferenceCall(Windows)

Onthistopic
CreatingaConferenceCall(Windows)
CreatinganAdHocConferenceCall
AddMoreParticipantstoanOngoingConference
CreateaScheduledConferenceCall

With 3CXPhone for Windows you can easily create, manage, and join conference calls from your
desktop or laptop computer. Enjoy the benefits of a multiparticipant telephone callby following the
stepsbelow:

CreatinganAdHocConferenceCall

1. Clickonthe
Conference
button.
2. Click
CreateConference
.
3. Selectcontactsbyclickingthecheckboxnexttotheirname.

4. Toaddnumbersnotinyourcontactlistclick
AddNumber
.Typethenumberofyourexternal
participantintheentryfieldandclickthe
Plus

button.Toremoveanumberclickthe

Trash
button.

5. Clickthe
BackArrow
togobacktotheinternaluserlist.
6. Click
StartConference
tostarttheconference.Youwillreceiveanincomingcallfrom3CX
PhoneSystem.Answerthecalltoentertheconference.
Theconferencestartswhenatleastonemorepersonjoins.
Otherparticipantsyouhaveinvitedmayjointheconferenceatanytime.

AddMoreParticipantstoanOngoingConference
1. Clickthe
Conference
button,andthenselect
ViewConferences
.
2. Clickthe
Pencil

buttonandthen
Next
.
3. Selectcontactsbyclickingthecheckboxnexttotheirname.Toaddnumbersnotinyourcontact
listclick
AddNumber
.Typethenumberofyourexternalparticipantintheentryfieldandclick
the
Plus

button.Toremoveanumberclickthe
Trash

button.

4. Pressthe
BackArrow
.
Thenewparticipantswillthenbecontactedtojointhe
conferencecall.

Withintheconferencecallyouwillalsohavethefollowingoptionsavailable.

Click

todisconnectaparticipantfromyourconference.

Click

toreconnectaparticipanttoyourconference.

Click

tomuteaparticipant.

Click

toterminatetheconference.

CreateaScheduledConferenceCall
1. Clickonthe
Conference
button.
2. Click
ScheduleConference
.
3. FillintheConferenceName,DescriptionandtheDIDnumberthatexternalparticipantswillneed
todialinordertoaccessyourconference.
4. Setthestartandenddateandtime.
5. Check
Enableannouncements
tohearanannouncementwhenaparticipantentersthe
conference.Click
Next
tocontinue.
6. Click
Next
toaddexternalparticipants.Typetheemailsoftheexternalcontactsandpressthe
Plus
buttontoaddtheemailstothelist.
7. ToincludecontactsfromyourCompanyPhonebook,clickonthe
Addfromphonebook

button.
Selectcontactsandclickthe
Schedule
button.
All participants will be sent an email with the conference phone numberandtheconference
PINtheyneedtousetoaccessyourconference.
8. Click
Schedule
toscheduletheconference.

9. Toview,editordeletethescheduledconferencesgototheconferencetabandclick
ScheduledConference
.

Click

toedittheconference.

Click

todeletetheconference.

CreatingaConferenceCall(Mac)

Onthistopic
CreatingaConferenceCall(Mac)
CreatinganAdHocConferenceCall
AddMoreParticipantstoanOngoingConference
CreateaScheduledConferenceCall

With 3CXPhone for Mac you can easily create, manage, and join conference calls from your
desktop or laptop computer. Enjoy the benefits of a multiparticipant telephone callby following the
stepsbelow:

CreatinganAdHocConferenceCall

1. Clickonthe
Conference
button.
2. Click
CreateConference
.


3. Selectcontactsbyclickingthecheckboxnexttotheirname.

4. To add numbers not in your contact list click

Add Number
. Type thenumberintheentryfield
andclickthe
Plus
button.Toremoveanumberclickthe
Trashcan
button.

5. Click
Start Conference
to start the conference. You will receive an incoming call from 3CX
PhoneSystem.Answerthecalltoentertheconference.
Theconferencestartswhenatleastonemorepersonjoins.
Otherparticipantsyouhaveinvitedmayjointheconferenceatanytime.

AddMoreParticipantstoanOngoingConference

1. Clickthe
Conference
button,andthenselect
ViewConferences
.
2. Click the
Add participants
button, select the internal contacts,orclick
AddNumbertoadd
external participants. To add your external participants type their numbers and click
Plus
to
addthem.
3. Click
Start Conference to start your conference call. The new participants will then be
contactedtojointheconferencecall.

Withintheconferencecallyouwillalsohavevariousotheroptionsavailable.

Click

todisconnectaparticipantfromyourconference.

Click

toreconnectadisconnectedparticipanttoyourconference.

Click

tomuteaparticipant.

Click

toterminatetheconference.

CreateaScheduledConferenceCall

1. Clickonthe
Conference
button.
2. Click
ScheduleConference
.
3. FillintheConferenceName,DescriptionandtheDIDnumberthatexternalparticipantswillneed
todialinordertoaccesstheconference.
4. Setthestartandenddateandtime.
5. Check
Enableannouncements
tohearanannouncementwhenaparticipantentersthe
conference.
6. Clickthe
Next
buttontocontinue.
7. Selecttheinternalparticipantstoyourconferencebycheckingtheboxesnexttotheirnames.
8. Click
Next
toaddexternalparticipants.Typetheiremailsandclickthe
Plus
buttontoadd
theiremailstothelist.
9. ToincludecontactsfromyourCompanyPhonebook,clickonthe
Contact
icon.
10. Click
ScheduleNow
toscheduleyourconference.
All participants will be sent an email with the conference phone numberandtheconference
PINtheyneedtousetoaccessyourconference.
11. Toview,editordeleteyourscheduledconferencesgotoyour
Conference
tabandclick
ScheduledConferences
.

Click

toedittheconference.

Click

todeletetheconference.

CreatingaConferenceCall(Android)

Onthistopic
CreatingaConferenceCall(Android)
CreatinganAdHocConferenceCall
CreateaScheduledConferenceCall

With 3CXPhone for Android you can easily create, manage, and join conference calls from your
Androiddevice.Enjoythebenefitsofamultiparticipanttelephonecallbyfollowingthestepsbelow:

CreatinganAdHocConferenceCall

1. TapontheSettingsbutton
inthebottomrightcorner.
2. SelectConference>CreateConference.
3. Select contacts by tapping the checkbox next to their name and/or add numbers not in your
contact list by tapping
Add Number
. Type the number in the entry field and press

. To

removeanumberpress
.

4. Tap
Start conference
to start the conference. You will receive an incoming call from 3CX
PhoneSystem.Answerittoentertheconference.
5. The conference starts when at least one more person joins. Otherparticipantsyouhaveinvited
mayjointheconferenceatanytime.
6. To add more participants toanongoingconference,pressthe
Addmorepeople

selectcontacts,oraddnumbersandtap
Add
.

button,

7. To disconnect people from your conference tap the red phone button
peopletoyourconferencetapthegreenphonebutton
8. Tomuteaparticipanttap

. To reconnect

9. Terminatetheconferencebytapping

atthetopoftheconferencetab.

CreateaScheduledConferenceCall

1. TapontheSettingsbutton
inthebottomrightcorner.
2. SelectConference>ScheduleConference.

3. Fill inthe ConferenceName,DescriptionandtheDIDnumber thatexternalparticipantswillneed

todialinordertoaccessyourconference.
4. Setthestartandenddateandtime.
5. Check
Enable announcements
to hear an announcement when a participant enters the
conference.
6. Tap
Edit Moderators
to select your moderators for the current conference. Moderators can
see,editanddeleteconferences.
7. Selectthemoderatorsbyusingthecheckboxesnexttoeachcontactentryandtap
OK
.
8. Tap
Next
tocontinue.
9. Choose the participants of theconferencebycheckingtheboxesnexttothecontactnamesand
tapthe
Next
button.
10. You can add the email addresses of external participants. Type the participants email address
inthetextboxandpressthe

buttontoaddthem.Tap

Done
.

11. All participants will be sent an emailwiththeconferencephonenumberandtheconferencePIN

theyneedtousetoaccessyourconference.
12. You willbetakentotheScheduledConferences screen whereyoucan,
Edit

yourScheduledConference.

,or
Delete

CreatingaConferenceCall(iOS)

Onthistopic
CreatingaConferenceCall(iOS)
CreatinganAdHocConferenceCall
CreateaScheduledConferenceCall

With 3CXPhone for iOS you can easily create, manage, and join conference calls from your iOS
device.Enjoythebenefitsofamultiparticipanttelephonecallbyfollowingthestepsbelow:

CreatinganAdHocConferenceCall
1. Tap

inthebottommenuandselect
Conference
togototheconferencepage.

2. Tap

View Conferences
from the conference type list. Tap the
button to start
settingupyourconference.
3. Select
Contacts
to add participants from your contacts, or
Number
toenterphonenumbers
notinthecontactslist.
4. Once you select the contacts, tapthe
StartConference
buttontostartyourconference.Ifyou
want to remove a contact before starting the conference, tap
Edit
and then tap the red icon
nexttothecontactnameandtap
Delete
.
5. The conference starts when at least one more person joins. Otherparticipantsyouhaveinvited
mayjointheconferenceatanytime.

6. To addmorecontacts toanongoingconference,tapthe
button.Selectcontacts,oraddan
externalnumberandtap
Startconference
.
7. Answerthecalltoentertheconference.
8. To
Disconnect
,
Reconnect or
Drop people from your conference, tap the contact and select
thedesiredactionfromthelist.
9. To terminate the conference tap the
End Conference
buttonatthebottomofyourconference
tab.

CreateaScheduledConferenceCall
1. Tap

in the bottom menu and select

Conference
to go to the Conference page. Tapthe

ScheduledConferences
buttonfromtheconferencetypelist.
2. On the scheduled conference screen you can see active and scheduled conferences. Tap the
buttontoscheduleyourconference.

3.
4.
5.
6.
7.

Fill inthe ConferenceName,DescriptionandtheDIDnumber thatexternalparticipantswillneed

todialinordertoaccessyourconference.
Setthestartandenddateandtime.
Turn on
Enable announcements
to hear an announcement when a participant enters the
conference.
Tap
InternalParticipants(Called)
toaddparticipantsfromyourlocal3CXPhoneSystem.
Inthenextscreenyoucanseethreecategoriesofparticipants:
Moderators (Not Called but can manage)
: These Moderators will not take part in the

conferencebutcansee,editanddeleteconferences.
Moderators (Called and can manage)
: These Moderators will take part in the conference
andcansee,editanddeleteconferences.
Participants (Called, cannot manage)
: These contacts will take part in theconferencebut
theyareunabletomanageit.

8. Tapthe
buttontoaddinternalparticipantstotheconference.

9. Addinternalcontactstotheconference.
10. When you finish adding the internal participants youcandraganddropthem ontheappropriate
category.Tap
<
toreturntothemainconferencescreen.
11. Tapthe
ExternalParticipants
buttontoadd externalparticipants.Tap
andselect
eMail

or
Contact
to add participants by email or from your contacts list. Contacts from the contacts
list will be added if they have an email specified in their contact details. Tap
<
toreturntothe
mainconferencescreen.
12. Tap
Done
to schedule your conference. You will see your scheduled conference, which you
can
Edit
,
Copy PIN
, or
Delete
, by tapping it. All participants will be sent an email with the
conferencephonenumberandtheconferencePINtheyneedtousetoaccessyourconference.

ElevatingaCalltoaConferenceCall(Windows)

Onthistopic
ElevatingaCalltoaConferenceCall(Windows)

While on a call,thatcallcanbe elevatedtoaconferencecallandmorepeoplecanparticipateinthe

conversation.

1. Whileinacallclickthe
Conference

buttontogototheconferencescreen.

2. Addmoreparticipantsbyclickingthe
AddMorePeople
button.

3. Select contacts by clicking the checkbox next to their name and/or add numbers not in your
contactlistbyclicking
AddNumber
.
4. Type the number in the entry field and click the

button. To remove a number click the

Trash

button.
5. Click
StartConference
toaddthemtotheconference.
6. Toendtheconferenceclick
EndConference
.

ElevatingaCalltoaConferenceCall(Mac)

Onthistopic
ElevatingaCalltoaConferenceCall(Mac)

While on a call,thatcallcanbe elevatedtoaconferencecallandmorepeoplecanparticipateinthe

conversation.

1. Whileinacallclickthe
Conference

button,togototheconferencescreen.

2. Addmoreparticipantsbyclickingthe
AddParticipants

button.
3. Select contacts by clicking the checkbox next to their name and/or add numbers not in your
contactlistbyclicking
AddNumber
.
4. Type the number in the entry field and click the

. To remove a number click the

Trash

button.
5. Click
StartConference
toaddthemtotheconference.
6. Toendtheconferenceclickthe
EndConference
button.

ElevatingaCalltoaConferenceCall(Android)

Onthistopic
ElevatingaCalltoaConferenceCall(Android)

While on a call,thatcallcanbe elevatedtoaconferencecallandmorepeoplecanparticipateinthe

conversation.
1. Whileinacalltapthe
Conference

button.
2. Youwillthenstartaconferencecallwiththepersonyouwereinthecallwith.
3. Tap
View Conferences,
followed by
Add more people

to go to the contacts listand

addmorepeopletotheconference.
4. Once in the contact list you may select people from your contacts to add to the conference by
checkingtheboxesnexttotheirnamesandtapping
Add
.
5. To add contacts that are not on your contact list tap
AddNumber
.Enteranumberinthefield
andaddpress

toaddtheminthelist.Tap

Next
toaddthemtotheconferencecall.

6. Toendtheconferencetap

ElevatingaCalltoaConferenceCall(iOS)

Onthistopic
ElevatingaCalltoaConferenceCall(iOS)

While on a call,thatcallcanbe elevatedtoaconferencecallandmorepeoplecanparticipateinthe

conversation.

1. Whileinacalltapthe
Conference

button.
2. Youwillthenstartaconferencecallwiththepersonyouwereinthecallwith.
3. Tap
to add more people to the conference. You are then given the option to add
participantsfromyour
Contacts
orfrom
Numbers
.
4. Toendtheconferencetap
EndConference
.

ConfiguringForwardingRules

Onthistopic
ConfiguringForwardingRules
WhatAretheCallForwardingRules?
ConfiguringCallForwardingRules
CallForwarding
CustomProfileName
CustomStatusMessage
UnansweredCalls
BusyorNotRegistered
AlsoRingMyMobileOption
AcceptMultipleCallsOption

WhatAretheCallForwardingRules?
The call forwarding feature allows you to configure how 3CX Phone System will handle incoming
calls that you are unable to take. Depending on your current statusandtime,youcanforwardcalls
to voicemail, another extension, an external number, Skype ID, your mobile, orsendabusysignal.
3CXPhone can be configured to automatically switch between
Available
and
Do Not Disturb

statusbasedonhowyourofficehoursareconfigured.Askyouradministratorforthisfeature.

ConfiguringCallForwardingRules

1. Clickortaponyourstatus.
2. Fromthelistclickortap
>
toaccesstheforwardingrulesfortheselectedstatus.


3. From this screen you can select your statusmessage,whenyourstatusshould beswitched
back to previous status i.e. after one hour and where your calls should be forwarded to
duringthistime.

CallForwarding
If your status is set to one of the above, incoming calls can be treated differently according to the
selectedrules:

CustomProfileName
Enter a custom profile name to provide extra details.Combinethiswithacustomstatus.Applicable
toLunchandBusinessTrip.

CustomStatusMessage
Enter a custom status message to provide extra details. For example if you enter Checking
invoicesyourstatuswillappearasAvailableCheckinginvoices.

Switchstatusbackafter
Youcanselecttoautomaticallyswitchbacktoyourpreviousstatusafteraspecificperiodoftime.

UnansweredCalls

No Answer Timeout
: The time in seconds you will have available toanswerthecallbefore
theforwardingrulescomeintoeffect.
ForwardTo
:Wheretoforwardacallwhenthereisnoanswerandthetimeoutexpires.
MyVoicemail:
Forwardtoyourvoicemail.
Extension: Select the extension you wish to forward your unanswered calls to.

Checkthe
Voicemail
optiontoforwardthecalltotheextensionsvoicemail.
My Mobile*
: Forward to your mobile number. Yourmobilenumbermust bespecified
in3CXPhoneSystembyyouradministrator.
ExternalNumberorSkypeID:
Enteranexternalnumbertoforwardyourcalls.
System Extension: Forward to a special Extension set by the Administrator i.e
Conference
SendBusy:
Disconnectsthecallafterthetimeoutexpires.
Forward Internal Calls To
:Wheretoforwardinternalcallswhenthereisnoanswerandthe
timeoutexpires.
Followthesamerulesappliedin
ForwardTo
.

*Rebound: When the rebound option is enabled,thecalledparty willbenotifiedofanincomingcall

andwillbegiventheoptiontotakethecallortodirectittovoicemail.

BusyorNotRegistered
When your 3CXPhone is busy or not registered, you can set calls to be handled using the same
optionsasabove.

AlsoRingMyMobileOption
If this option is checked and you have a mobile phone number specified in 3CX Phone System, it
willalsoringyourmobilenumber.

AcceptMultipleCallsOption
Allowsyoutoreceiveasecondcallifyouarealreadyonthephone.

CreatingExceptionstoForwardingRules(Windows)

Onthistopic
CreatingExceptionstoForwardingRules(Windows)

3CXPhone for Windows gives youtheoptiontosetexceptionrulesforcertainpredefinednumbers.

Thesepredefinednumberswillbetreateddifferentlyfromnondefinednumbers.

For example, youcanhavecallsfromaparticularnumbertoberedirectedtoyourmobileoranother

extensionduringOutofOfficehours.

Note:Thereisalimitof15exceptionsper
extension
.

1. ClicktheSettings
Gears
button.
2. Select
CallForwarding
.
3. Clickon
Exceptions
.
4. Clickonthe
buttononthebottomofthescreentobepromptedtotheExceptionrulescreen.
5. In the
Calls from Caller ID field, type the number that you want your exception ruletoapply
for.
6. The
Receivedduring
sectionspecifieswhenyouwantthisexceptiontoapply.Selectfrom:
Allhours.
Officehours.
Outofofficehours.
Specifichours:Hoursthatyouhavespecified.
Specifichoursexcludingholidays:Hoursthatyouhavespecified,excludingholidays.
Outsidespecifichours:Theruleapplieswhenoutofspecifiedhours.
Outside specific hours including holidays: The rule applies when out of specified hours,
includingholidays.
7. Click
Configure
toconfigurethetimefortheselectedrule.
8. Selectthetimeintervalduringwhichtherulewillbeactive,byfillinginthe
From
and
To
fields
forthedaysthatyouwantthisruletoapply.
9. Press
to add it to the day that you selected. You can add multiple hour intervals for

multipledaysbyrepeatingthisprocess.
10. Once you have finished specifying the days and hours for the rule, click
OK
to return to the

Exceptionrule
screen.
11. Expandthelistunder
Forwardto
andchoose
Extension
.

12. A new dropdown list will appear. Expand the list and choose the extensionyouwanttotransfer
thecallto.Totransferthecalltothevoicemailofanextensioncheckthe
Voicemail
option.
13. Click
OK
to return to the Exceptions rule list. Youshouldseeyournewlyconfiguredexception
listed.
14. Clickthe
Diskette

buttontosave.

Hostinga3CXWebMeeting

Onthistopic
Hostinga3CXWebMeeting
Starta3CXWebMeetingimmediately
Schedulea3CXWebMeeting
Joining,Viewing,EditingandResendingInvitations
NoVideoinaMeetingTroubleshooting
UnblockVideo/WebcaminGoogleChrome

With 3CX Phone System you canholdonlinewebmeetings,collaboratewithcolleagues,or present

to prospective clients. 3CX WebMeeting is integrated with 3CX Phone System allowing you to
launch web meetings using 3CXPhone for Windows and Mac. The meeting can take place in any
open standards browser (Chrome). 3CX WebMeeting uses
WebRTC technology
, so you and your
participants dont have to download and install any additional software. There aretwo waystostart
a3CXWebMeeting.

Starta3CXWebMeetingimmediately
You can click on the
Start a 3CX WebMeeting Now
option which appears in your main
3CXPhone screen. This will allow you to start your web meeting immediatelyandwillautomatically
openupyourbrowser.

From within yourbrowseryoucanstartinvitingparticipants.Youcandothis eitherbyclickingonthe

Link
optioninthetoprightcornerofyourbrowserandthemeetinglinkwillbe automaticallycopied
toyourclipboardandyoucanthensendthelinktootherparticipants.

Another way to invite participants is by clicking on the

+
button as shown below. A window will
appearaskingyoutoaddparticipantsbyprovidingthenameandemailoftheparticipantsyouwould
like to invite and then click on the
Add
button. Once all participants have been added to the list
click on the
OK
button. An email will be automatically sent to all participants with thelinktoenter
thewebmeeting.

Schedulea3CXWebMeeting
1. From the 3CXPhone for Windows or Mac main screen, click the
Conference button, and
select
Create3CXWebMeeting.
2. To add internal participants and contacts, click the
Add from phonebook
button. Select
thecontactsyouwishtoinviteandclick
OK
onWindows,or
Back
onaMac.
3. You can also add participants thatarenotinyourcontactlisteithermanuallyorbyimporting
a.csvfile.
Enter an external participants name and email in the respectivefieldsandclick
.

Repeattheprocesstoaddadditionalparticipants.
Click
Import and select a .csv file. Click
Open
.
Note: The .csv must be in the
followingformat:
namesurname.email@example.com
Whenallparticipantsareadded,click
Next
.
SettheSubjectofthewebmeeting.
Addnotesforparticipants.Thesenoteswillbesenttotheparticipantswithintheinvitation
email.
Schedulewhenthemeetingwilltakeplace,alongwiththemeetingsduration.
To set whether participants can join the meeting before you do and which startup options
(Audio,Video,Chat)willbeenabledforthemwhentheyjoinfollowthesesteps:
Click
Options
on3CXPhoneforMac
OR

4.
5.
6.
7.
8.

Clickthe

buttonon3CXPhoneforWindows.

Selecttheoptionsyouwanttoenable,andclick

(Windows),

(Mac).


9. Click
Schedule
toschedulethemeetingor
Startnowtoenterthemeeting rightaway.A
new tab will open in your browser and you will automatically be logged in to your web
meeting.Theorganizerandtheinviteeswillreceiveemailswithmeetingdetails.

Joining,Viewing,EditingandResendingInvitations
1. Fromthe3CXPhonemainscreen,clickthe
Conference
2. Select
Scheduled3CXWebMeetings
.
3. Hereyoucanseealistofscheduledwebmeetings:

Click

toeditmeetingdetailsandparticipants.

Click

todeletea3CXWebMeeting.

Click

(Windows),

Click

toresendtheinvitationemails.

button.

(Mac)

NoVideoinaMeetingTroubleshooting
In the unusual event where uponjoininga3CXWebMeetingyourvideoisnotworkingpleasefollow
thebelowprocedureinordertoensureyourvideoisupandrunningagaininnotime.

Ifyourvideoisnotworkingthebelowmessagewillappear.


Another quick way to troubleshoot if your webcam is not working is to look at the preview on the
bottom right of the screen. If you do not see yourpreviewimagethere,thenthereisaproblemwith
thewebcamandyouneedtoinvestigate.Alsonotethatthecameraiconisalsogray.

The most common reason that causes your video to stop working is if another application is using
your webcam. One way of quickly resolving this is by closing all video applications, and joiningthe
meetingagain.

If thats not the issue then your browser may be blocking your webcam. Lets have a look how we
canfixthisonChrome.

UnblockVideo/WebcaminGoogleChrome
If Chrome isblockingyourwebcam,youshouldnoticeacrossonthecamerasymbolatthetopright
corneroftheaddressbar.

1.
2.
3.
4.
5.

InthetoprightcornerofChrome,clicktheChromemenu
SelectSettings.
ScrolldowntoShowadvancedsettings.
GotoPrivacyandclickonContentSettings.
GotoCameraandclickonManageexceptions(seebelow).


6. Inside Camera exceptions, ensure that thehostnameofthemeetingthathadnovideoisnot
blocked. If you see the meeting hostname blocked, press the X to delete the entry. Click
Done.
7. Relaunch Chrome and go back to the invitation email. Click the join button to join the
meetingagain.MakesurethatyouAllowyourcameratobeused.

Joininga3CXWebMeeting

Onthistopic
Joininga3CXWebMeeting
Joina3CXWebMeeting
JoiningfromyouriOSDevice

You can join a 3CX WebMeeting using just your open standards browser (Chrome). When you
receive an email invitation to join a meeting, itwillcontainalltheinformationrequiredtoenableyou
tojoineitherfromyourChromebrowser,iOSorAndroiddevice.

Joina3CXWebMeeting
1. ClickonbuttonyouwillbejoiningthewebmeetingfromChrome,iOSorAndroid
providedin
theinvitationemail.Anewtabwillopeninyourbrowser.

2. The first time you join a 3CX WebMeeting, your browserwillrequestaccesstoyourcamera

andmicrophone.
3. Click
Allow to grant 3CX WebMeeting access. 3CX WebMeeting may request that you
enteryourname,dosoandthenclick
LogIn
.

4. You will be logged in to the meeting and your browser will request to install an extension.
This is needed to facilitate the
Share Screen
and
Request Remote Control
features.
Click
InstallExtension
,followedby
Add
.
5. Theextensionwillbeinstalledinstantly,andyouarereadytoparticipateinyourmeeting.

JoiningfromyouriOSDevice
In order to join a web meeting from your iOS device you must downloadthe3CXWebMeetingapp
asinstructedintheinvitationemail.

Once the app is installed and youclickonthe

JoinfromiOS
buttontheabovescreenwillappear.
Select
Open
.

The3CXWebMeetingappwillopenandyouwillautomaticallybejoinedtothemeeting.
Tap on your preview image to expose meeting options like mute, disable your video, meeting
reactionsandchat.

SharingPDFs

Onthistopic
SharingPDFs
Step1:ShareaPDF
SharedDocumentsRepository

With 3CX WebMeeting you can convert your presentations and documents to PDFs in advanceso
that they will run from the server in high resolution during the meeting. Users can save their
PowerPoint presentations or Documents as PDFs so that they can be shared during a 3CX
WebMeeting.

Step1:ShareaPDF

1. Whileholdingameeting,clickthe
ShareDoc
buttononthetopleftofyourscreen.
2. Click
Upload
andnavigatetothePDFyouwanttoshare.Selectitandclick
Open.

Your PDF will be shared in high definition. To navigate between slides use the
Next and
Previous
buttons.Tostopsharing,clickthe
ShareDoc
buttonagain.

SharedDocumentsRepository

All PDFs that are uploaded to 3CX WebMeeting and used during a web conference are
automaticallysavedintheSharedDocumentsRepository.

Youcanaccesstherepositorybyfollowingthestepsbelow:

1. Openup3CXWebMeetinginanewtab.
2. Clickon
SharePDF

3. Clickon
ManageDocuments

inthebottomleftcorner.

4. ApopupwillappearwithallyoursavedPDFs.

SharingYourScreen

Onthistopic
SharingYourScreen
HowtoShareYourscreen

With 3CX WebMeeting you can conduct a product demonstration or collaborate with colleagues.
Youcanshareyourwholescreen,oranyopenwindoworapplication,withotherparticipants.

Note
: When sharing your whole screen, participants can see everything that you see, including IM
and email notifications. Sharing a single window or application will only show what takes place in
thatwindow.

HowtoShareYourscreen

1. Click the
Share Screen button. Select which screen or window you would like to share
andclick
Share
.


2. Thechosensharedscreenwillappearintheparticipants3CXWebMeetingwindow.

3. To stop screen sharing, click the

Share Screen button again, or the
Stop sharing
buttononthehoveringmenutab,whichwillappearatthebottomofyourscreen.

ControlVideo/Chat/AudioAccessofparticipants

Onthistopic
ControlVideo/Chat/AudioAccessofparticipants
HowtoManageMediaAccess

As an Organiser, youcancontrolwhich attendeescanparticipatewithVideo,AudioorChatwithina

WebMeeting.

When conducting a webinar where you present to a large group of attendees, it is best to limit
participants media access and only allow the use of the chat feature. This way they can focus on
listening to your presentation without any interruptions. During a Q&A, attendees can use the
React menu to raise their hand and you can givethemvideoandor audioaccess,forthemtoask
questions.

HowtoManageMediaAccess
You can also assign moderators to your 3CX WebMeeting so that they too will have the ability to
controlparticipantsmediaaccess.

Clicking on the icons for, Moderator

,Video

accesstotherespectivefeatures.

, Audio

, andChat

allows or disallows

UsingPresence/Status

Onthistopic
UsingPresence/Status
SettingYourPresenceStatus
SettingaCustomStatus
InorOutofOffice?
SettingyourPresenceStatusAutomatically
SeeingthePresence/StatusofyourColleagues

The Presence/Status feature allows you to set yourstatusforyourcolleaguestoseeand,basedon

yourstatus,howyourcallsarehandled.

For example, if you are in a meeting, you can set your status to
Away so that calls will be
automatically diverted to another extension or to your voicemail. Your status is displayed in your
colleaguesPresencescreen.

In the Presence screen you can see the status of other 3CXPhoneusers.If, forexample,youwant
totransferacalltoanextension,youcanseeifthatextensionisbusybeforeyoumakethetransfer.

SettingYourPresenceStatus

1. Clickortaponthestatusareainthetopleftcorner.

2. From the menu, select your desired status and click on it. On an iOS device press
Done
to
apply:
Available
Away
DoNotDisturb
Lunch
acustomAvailablestatusthatcanbeconfiguredwhensettingforwardingrules.
Business Trip a custom Out of office status that can be configured when setting
forwardingrules.
3. Click on the
>
. From this screenyoucanselectyourstatusmessage, when yourstatusshould
beswitchedbackto previousstatusi.e. afteronehourandwhereyour callsshouldbeforwarded
toduringthistime.

SettingaCustomStatus
In addition to Presence you can set a custom status for all the available statuses. For example,
selecting
Away
andadding
Inameeting
.
ForWindowsselectyourstatus,andclick
>
.Enteryourcustomstatusandclick
OK
.
ForAndroidandiOSdevicestapyourstatusandenterthecustommessageinthedialog.

Note: You cansetthenamesof

BusinessTripand
Lunchbypressing
>
andenteringthe custom
presencename.

InorOutofOffice?
3CXPhone for Windows is capable of automatically detecting whether you are in or out of office
(basedonyourIP)andwillautomaticallyswitchtotheappropriatesetting.

SettingyourPresenceStatusAutomatically
You can have your status set to
Do Not Disturb
,
Available
automatically based on your office
hours. This has to be done by the Administrator through the 3CX Phone System Management
Console. Ask your administrator about this feature. During office hours you will be logged in as

Available
and when your office hours end your 3CXPhone will switch its status to
Do Not
Disturb
automatically. TheAdministratorcanalsosettobeloggedoutofqueuesandinboundcalls
canbeblockedfromthe3CXPhoneSystem,whenthestatuschanges.

SeeingthePresence/StatusofyourColleagues
Presence allows you to check the status of anextension sothatyouareawareofwhoisbusy,who
is available and who is away. Being able to instantly see the status of each agent means that you
cantransferthecallfasterandeasier.

Thepresencemenualsoallowsyoutointeractwithotherextensions:
1. Clickonthe
Presence

buttoninthebottommenu.
2. Youwillseethelistwiththe3CXPhoneSystemextensiongroupsandtheirstatuses.
3. Select the extension that you want to interact with and double click or tap tocallor,clickon
>

toseeContactDetailsformoreactions.

The3CXSwitchboard

Onthistopic
The3CXSwitchboard
SwitchboardSettings
UserView
ManagerView
Receptionist
QueueManager(RequiresPRO)
Wallboard(RequiresPRO)

3CX includes a powerful switchboard function that can be tailored to the way you want to manage
your phonecalls. You can access the 3CX Switchboard by clicking onthe
Switchboard
buttonon
your3CXPhoneclient,asdisplayedbelow.

The3CXSwitchboardshipswithanumberofdifferentviews:
UserThisviewisusedfortoeasilyandcompactlyseethestatusofcolleagues.
ReceptionistForoperatorsthatneedefficientandfastanswering&transferringofcalls.
ManagerTomonitorstaff,incomingcalls&queues
QManagerTomanagequeuesandmonitorresponsetimes&quality(OnlyinPRO)
WallboardTodisplayonabigscreenandkeepagentsinformedofstatus(OnlyinPRO)

SwitchboardSettings
ClickontheSettingsiconnexttotheviewdropdown.

A new window will appear whereby youcancontrolwhatgroupstodisplay,remotebridgepresence

connectionsandthetypesofcallsyouwanttoshowintheactivecallssection.
YoucanalsosortextensionsbyFirstname,Lastnameorextensionnumber.
Presencecanbestackedeitherverticallyorhorizontally.
Youcanchoosewhethertoshoworhidepresencegroupheadersandunregisteredextensions.

UserView
This is the defaultviewandallowsyoutoquicklyseethestatusofyourcolleagues.Bybeingableto
view the status of your colleagues you can see whether they are available or not before making a
transfer,savingyouandyourcustomertime.

ManagerView

The Manager view is a merge of the Receptionist & QManager views. The Manager view allows
youtoviewandmanagecallsaswellasmonitorqueues.

Receptionist
The Receptionist view allows youtomonitorongoingcallsatanytime.Thisway youcanseewhois
busyonacallimmediatelywithouthavingtosearchinthepresencescreen.
Tofindouthowtomanageinboundcallsefficientlyusingallthefeaturesavailableread
this
.

QueueManager(RequiresPRO)
With the QManager view you can immediately view which agents are onacallaswellasstatistics
suchastheAveragewaitingtime,thetotalServicedcallsandsoon.
To find out more on how to manage queue calls and how to log agents in and out of queues read
this
.

Wallboard(RequiresPRO)
The Wallboard view gives you the ability to view call statistics with a click of a button. Check your

agents performance inaglanceandincreaseawarenesswhenthenumberofabandonedcallsgets

toohigh.
You can specify a daily motivational message for your team by clicking on the Wallboard settings
button.FormoreonhowtoconfigureyourWallboardgo
here
.

ManagingQueueCalls

Onthistopic
ManagingQueueCalls

The QManager screen allowsyoutoeasilymanageyourqueuecallsinrealtime,accordingtoyour

rights.
To access the presence screen, click onthe
Switchboard
buttoninyour3CXPhoneforWindows.
Thepresencewindowwillappear.

1. When you have an incoming queue call you will see the call in the active calls list and in the
selected queue call list. You can also see which agents are online for eachqueueandyoucan
log out agents from the queue by right clicking on their extension and then selecting
Log out
fromqueue
or
Logintoqueue
.

Next to each agents extension and name you will also be able to see their status, howmanycalls
theyhaveanswered,whentheylastloggedin/outfromthequeueandthetotaltalkingtime.

2. Oncethecallhasbeenanswered,youcanrightclickonitto:
Transferthecalltoaparticularextension,
Transfertovoicemail,
Dropit,
Parkitsosomeoneelsecanpickitup,or
Recorditforlateruse.

ManagingCallsUsingtheReceptionistView

Onthistopic
ManagingCallsUsingtheReceptionistView
ManagingIncomingCalls
ManagingAnsweredCalls
ManagingParkedCalls
TransferringCalls

The expanded presence screen allows you to see the active calls, queue calls (depending onyour
rights, whether you areauser oramanager inagroup), remotepresencestatusandextensions,all
groupedtogetherintabs.Toaccessthepresencescreen:

1. Click on the
Switchboard
buttoninyour3CXPhoneforWindows.Theexpandedpresence
windowwillappear.

A new window will appear with the presence of your colleagues. Change the View option to

Receptionist
.

ManagingIncomingCalls


1. Inyourpresencescreenyoucanseealltheincomingcallstothesystem.
2. You can pick up, divert or drop a call by rightclicking on the call and selecting the desired
option.Theoperationsenabledwhenyourightclickdependontherightsyouhave.
3. You can transfer calls to other colleagues by dragging this call and dropping it on the desired
user.

ManagingAnsweredCalls
Whenacallisansweredbyitsrecipient,theactionswhenyourightclickonacallchange.

Rightclickontheongoingcallforthelistofthefollowingoptionstoappear:
Bargein
Listen
Whisper:totherecipientorthecaller
Transfer
Conference
Park
Drop
Record

ManagingParkedCalls
Parked calls are calls that have been put on hold so that another user can also pick them up. You
can transfer, unpark or drop a parked call by right clicking on the call and choosing the required
action from the drop down menu. To be able to park, unpark and manipulate parked callsfromthe
presencescreen.Askyour3CXPhoneSystemadministratorforthisfeature.

TransferringCalls
Youcantransfercallsintwoways:
Byselectingthecall,rightclickingandchoosingtransfer.
Bydraggingthecallfromthetopwindowontothepersonyouwanttotransferthecallto.

WhenusingDragandDrop,youcantransferacallinoneoftwoways:

Blind Transfer Call will be transferred immediately to recipient without anyannouncement.

If the recipient doesnt answer (and voice mail or call forwarding is answering) or is busy
then the call will be returned to you and you can choose to do a differentaction(Note:This
behaviouristruefor3CXPhoneandsomeIPphones)
Attended/Consultative transfer The caller will be put on hold and 3CXPhone will call the
recipient so that you may announce the caller (3CXPhone will pop up). To execute transfer
clickontheTransferbutton.

Tip:Checkourvideosonhowtomakea
blind
and
attended
transferusing3CXPhoneforWindows.

You can choose the default transfer method from Settings > Advanced Settings > Behavior
Transfers using drag and drop section. If you press the Control(CTRL)keywhilstdraggingacall,
youcantoggletothenondefaulttransfermethod.

Usingthe3CXPhonebook

Onthistopic
Usingthe3CXPhonebook
AddingContacts
SearchingforaContactinthe3CXPhonePhonebook
ManagingYourPhonebookEntries
EditingContacts
DeletingContacts

The phonebook allows you to quickly launch calls without wasting time finding a contacts number
and subsequently entering it in the phone. Not only can you dial numbers directly from the
phonebookbutalsoperformahostofactionsthatcanalsosaveyoutime.
Click on the
Contacts

button at the bottom menu to access the phonebook. Therearefour

typesofcontactsinthe3CXPhonebook(contactlist):

CompanyContacts

:Thesearecontactsretrievedfrom3CXPhoneSystem.

Personal Contacts
usersclient.

: These are contacts added by the user and can be seen only in the

Extensions

Mobile Phone Contacts Android

phone.

:Yourcompanyextensions.
, iPhone

: Contacts retrieved from the users mobile

Note
: To be able to add, or edit company contacts youmustbegiventherighttodosobythe3CX
PhoneSystemadministrator.

AddingContacts
1. Whileonthephonebooktab,clickon
inthetoprightcorner.

2. Inthenew3CXcontactscreenfillinthecontactdetails.

3. If you have the rights to create company contacts you can select the
Add to company
phonebook
option. This option will save the contact to the Company Phonebook, allowing all
userswithinthecompanytoaccessit.
4. Clickon
OK
tosavethecontact.

SearchingforaContactinthe3CXPhonePhonebook
1. In the search field at the top of the contact list start typing any contact detail of thecontactyou
are searching for. This couldbethename,emailaddress,orphonenumber.Thecontactlistwill
begintofilterandshowtheresultsasyoutype.


2. Double clicking on a contact will take you to its contact details screen, or right click on the
contactandselectthedesiredactionfromthedropdownlist.

ManagingYourPhonebookEntries

EditingContacts
1. InContacts
,scrolldownthelistorsearchandfindthepersonalcontactyouwanttoedit.
2. Doubleclick,rightclickortaponthecontacttoviewthecontact'sdetailpage.Select
Edit
.


3. Updateorchangethecontactdetailsandthenclick
OK
tosavethechanges.

DeletingContacts
1. InContacts,scrolldownthelistorsearchandfindthepersonalcontactthatyouwanttodelete.
2. Doubleclick,rightclickortaponthecontacttoviewthecontact'sdetailpage.Select
Delete
.
3. Thecontactwillbedeletedandyouwillbereturnedtothecontactlist.

CallHistory

Onthistopic
CallHistory

The Call History tab shows all your outbound, inbound and missed calls.Foreachcallyoucansee
thedate,time,number,thecallernameandthecalltype.

To view the Call History click on the

Call History

forWindows.

Therearethreetypesofcalls:

IncomingCalls

OutgoingCalls

button on the bottom menu in 3CXPhone

MissedCalls

Calls can be filtered using the buttons at the bottom (Windows, iOS) or top (Android) of the call
history list. The chosen filter (All, Incoming, Outgoing, Missed and Abandoned Queue Calls) is
highlightedtoindicatewhatisselected.

Youcanclearorrefreshthecallhistorybyclickingonthe

orthe

buttons.

RecordingaCall

Onthistopic
RecordingaCall
RecordingaConversationwith3CXPhone
RecordingaConference
RecordingaConferencethatYouCreated

Recording a conversation or a conference can be a great way to keep track of what is said.
Especially for meetings when you have to write meeting minutes. You can then access your
recordedcallsandplaythembackwithafewclicksofyourmouse.

Note
: For you to be able to record a call you must have the rights to do so. Ifyoudonotyoumust
talktoyourAdministrator.

Important note:
When the 3CXPhone for Windows clientisinSoftphone mode,arecording canbe
started, stopped, and then restarted and stopped again if needed. In
CTI Mode
,oncetherecording
hasstarted,itstopsonlywhenthecallends.

RecordingaConversationwith3CXPhone
1. Duringacall,pressthe
Record
buttonatanypointtostartrecordingtheconversation.

2. Once recording is in progress the recording button will turn blue. Press the
Record
button
againtofinishrecording.

Note
:Youcanmakemultiplerecordingsduringacall.

RecordingaConference

RecordingaConferencethatYouCreated
1. Start a conference call. For information on how to do this please see theCreateaConference
Callfrom3CXPhonefor
Windows
,
Mac
,
Android
,
iOS
sectionofthemanual.
2. After at least one participant joins the call, click or tap the keypad
button on the bottom
menutogotoyourdialpadscreen.
3. Press the
Record
button to start recording the conference. Press the same button again to
stoprecording.

To record a conference that you are a participant of and not the organizer, please follow thesame
stepsasrecordingaconversationwith3CXPhonedescribedabove.

ManagingRecordings

Onthistopic
ManagingRecordings
3CXPhoneforWindows
3CXPhoneforAndroid
3CXPhoneforiOS

Recordings can take up a lot of space so its a good idea to keep them well managed. You can
access, play and delete recordings directly from 3CXPhone installed on your Windows PC or
AndroidandiOSdevices.

3CXPhoneforWindows
1. Fromthedialpadscreen,clickthe
Settings

2. Select
Recordings
toaccessyourrecordings.

button.

3. A list of all recordings will be displayed, along with information such as thename ofthecontact
that you recorded, the extension/phone number, the date that the recording was made and the
timetherecordingstarted.Conferencerecordingshave700astheirentryname.


4. Rightclickonarecordingandselectthedesiredaction:
When
Play Recording
is selected you will be asked to save the file on your computer.
Oncethesoundfileissavedthemediaplayerwillautomaticallyopenandplaytherecording.
When
Play on Phone
is selected you will receive a call from Caller ID PlayFile. Answer
thecalltoheartherecording.

3CXPhoneforAndroid

1. From the dial pad screen, slide the bottom row of buttons towards the left to locate the

Recordings

button.
2. A list of all recordings will be displayed, along with information such as thename ofthecontact
that you recorded, the extension/phone number, the date that the recording was made and the
timetherecordingstarted.Conferencerecordingshave700astheirentryname.
3. Taponarecordingandselectbetween
Play
or
Delete
.
4. When
Play
is selected you will receive a call from CallerIDPlayFile.Answerthecalltohear
therecording.

3CXPhoneforiOS
1. Fromyourdialpadscreentapthe
More

buttonandselect
Recordings
.
2. A list of all recordings will be displayed, along with information such as thename ofthecontact
that you recorded, the extension/phone number, the date that the recording was made and the
timetherecordingstarted.Conferencerecordingshave700astheirentryname.
3. Taponarecordingandselectbetween
Play
or
Delete
.
4. When
Play
isselectedtherecordingwillstartplayingthroughthephone.

Note: To be able to manage Recordings from your 3CXPhone Client the option Show Call
Recordingsmustbeenabledfromtheextensionsettingsofthe3CXManagementConsole.

CorporateChat

Onthistopic
CorporateChat
ToStartaChat
ElevateYourchattoaWebRTCCall
ElevateyourchattoaWebMeeting
DeletingChatHistory

3CXPhoneincludesahandychatfeature.Notonlyyoucansendchatmessagestoyourcolleagues,
but you can also elevate your chat to a WebRTC call with audio and video or even a 3CX
WebMeetingwithasingleclick.

ToStartaChat
1. Click ortapthe
Chat

buttononthebottomrowoficons.OnAndroid,scrollthebottomline
oficonstothelefttoseethechaticon.
2. Select
ComposeChat

.
3. This will bring up your companys extension list. Search or scroll to find the extension that you
want to chat with and select it. Click
OK

to launch the chat window. You canalsoselect

multiplecontactsandhaveagroupchat.
4. Click on the entry field at the bottom of the chat window and start writing your message. Press

Enter/Send
onyourkeyboardtosendyourmessage.

ElevateYourchattoaWebRTCCall

When having aonetoone chat,youcan elevateyourchattoaWebRTCcallwithaudio&video.To

do so, click the
Send WebRTC call link

button.YourpersonalWebRTCcalllinkwill besent
toyourchatwindow.Yourcolleaguecanclickonthelinkandcallyoudirectlyfromhis/herbrowser.

ElevateyourchattoaWebMeeting
When having a group chat, you can elevate your chat to a web meeting and all of your chat
participants can join in with audio and video. To create a web meeting, click the
Create 3CX
WebMeeting

button. Your browser will launch and you will be immediately logged into the
meeting. A link to join the web meeting will be sent to your chat window. Yourcolleaguescanclick
thelinktojointhewebmeeting.

DeletingChatHistory
1. Tapthe
Chat

buttontoaccessyourchathistory.
2. Rightclick(Windows,Mac)orlongpress(Android)onachat.Select
Delete
.
3. Ascreenwillappearaskingyoutoconfirmthedeletion,press
OK
.