3cx User Manual

3CX Quick Reference Guide

The 3CX Web Client

Logging into the Webclient
1: Retrieve your credentials from your Welcome Email.
2: Go to your Web Client URL, e.g. https://mycompany.3cx.com/webclient/
3: Log in using your extension and password.

Making, Receiving & Transfering Calls
1: Make a call by clicking on an extension or enter name/number in the search box.
2: Toggle the phone icon to trigger a call on your smartphone, deskphone or web client.
3: Transfer a call by clicking “Transfer” or “Att.
Transfer”, enter the extension or name.
a. If Att. Transfer announce the call and
click “Transfer”.
b. To blind transfer click “Transfer” and hang up.

Managing your Status
1: Set your status and status message by
clicking on the drop down menu next to your avatar.
2: Click on the pencil to add a status message.
3: Set status temporarily to time limit your status automatically.
4: Green means available, yellow on a call, red is busy – calls will be diverted to voicemail.

Call numbers from web pages
1: Install The 3CX Browser Extension Install the Chrome or Edge extension.
2: Open Web Client and click on “Activate your 3CX Browser Extension”.
3: Clicking on a number will launch the 3CX Browser Extension dialer.

Chat with your Colleagues
1: Click on the “Chat” function.
2: Click on the “Compose” icon to search and add people for one-on-one or group chat.
3: Select the extension(s) and click “OK” to start chatting.

Your Office Anywhere – The 3CX App

Download the iOS or Android Apps
Open your welcome email.
Open the app on your device, tap on the menu (top left) and
then “Scan QR Code”.
Now scan the QR code from your welcome email – done.

Download the Windows App
Open your welcome email.
Download the attachment and double click on it.
The app will then automatically configure itself.

To Transfer a Call
Click “Transfer” or “Att. Transfer”.
Enter the extension or search by name, tap “Transfer”
and hang up.
If Att. Transfer announce the call and click “Transfer”.

Using Your Desk phone

To Make a Call

1: Dial the number on the keypad and hit the send or enter button.
2: OR select a contact or extension from your Web Client or a number from a web page, hit call.
3: The Web Client triggers the call on your deskphone if selected via the phone selector toggle.

To Transfer a Call

1: For blind transfer: Press “Transfer”, dial the extension, press send/dial and hang up.
2: Attended transfer Yealink: Press “Transfer”, dial number or select extension, press “Send”, announce the caller,
press “Transfer” and hang up.
3: Attended transfer Snom: Press the “Hold” button and dial the extension you want to transfer to. Announce the call and
press “Transfer” followed by send/dial and hang up.

Voicemail

Setting Your Voicemail Greeting

By phone:
a. Dial the voicemail number as indicated in your welcome email.
b. Enter your PIN and then press “#”.
c. Select option “9”, then “8” and then “0” to record.
d. Press “#” to end recording and “0” to save.

From the Web Client:
a. Go to “Settings” > “Greetings”.
b. From here you

Scheduling an Audio/Web Conference

Creating an Audio Conference
1: Tap or click on “Schedule Conference” (in the top menu for smartphones).
2: “Enable Announcements” to get notified when participants join.
3: Add the “Subject” and “Notes”.
4: Specify the preferred time.
5: Hit “Create Meeting” (Web Client) or “Done” (Android & iOS) and add participants.
a. Participants will receive an invitation email with an external dial-in number and a PIN.
b. Internal participants will receive an email with an extension and PIN or be called.

Creating an ad-hoc Web Conference
1: Click on “WebMeeting” in the web client.
2: Allow WebMeeting to use the camera and microphone.
3: Click on “Join Now” and then on “Invite People” on the right
panel to add participants.