Web Client
3CX Web Client User Guides (from 3CX)
There's some good user guides from 3CX available for users of the Web Client. Quick-start user guide Detailed user guide Call Centre Features
3CX Web Client Toggle Extension Status in Queue
The easiest way to manage an extension's queue status is in the Panel view of the 3CX Web Client. In the Web Client, go to Panel and select one of the queues: Click on the “Logged In" or "Logged Out" indicator below the agent's name to login or ...
3CX Web Client Creating an ad-hoc Web Conference
Three steps: 1. Click on WebMeeting in the web client, and click Log in in the middle of the screen: 2. Allow your 3CX system to use the camera and microphone, if prompted: 3. Click on Invite People in the right panel to add participants: You can ...
3CX Web Client Scheduling a Web Conference
1. Click on Schedule Conference in the Web Client 2. Select Video, Later, and fill out your meeting details 3. Select WebMeeting for a video conference or Webinar for a presentation (optionally, click on the spanner button to adjust settings) 4. You ...
3CX Web Client Audio/Video Settings
Under Settings > Audio/Video you get the options to set up: Camera (for video conferencing) Speaker Ringer (for setting your preferred speaker for ringing when a call comes in) Microphone Optionally, you can also set up headset integration so you can ...
3CX Web Client Manage Voicemail Greetings
1. Log in to the 3CX Web Client for the extension you want to manage the voicemail greetings for. 2. Go to Settings > Greetings: 3. Click the "Record Greeting" button, enter a name for the greeting: 4. Click OK and 3CX will call your extension asking ...
3CX Web Client View QR Code for Mobile Apps
You can view the QR code in the web client - log in using the instructions in the Welcome Email, and click the QR code icon in the top-right: Follow the instructions to set up your 3CX account on your mobile app:
3CX Web Client Call Forwarding to your Mobile
You can forward calls to a user's mobile phone, but we'd only recommend doing this when you have to e.g. there's a bad internet connection and the 3CX Mobile App struggles to connect. You can do this call forwarding using the 3CX Web Client. Firstly, ...
3CX Web Client Scheduling an Audio Conference
1. Click on Schedule Conference in the web client 2. Select Audio, then Now or Later and fill out your meeting details 3. You can add participants by: Direct email from 3CX (preferred and tested by us) iCal file Linked Office 365 Linked Google ...
3CX Web Client Transfer Call
You can transfer calls and browse your 3CX contacts when using the Webclient. Simply click the current call under your name: Upon selecting 'Transfer ...' you will then be asked who to transfer the call to: Search and select to complete the transfer.
3CX Web Client Accessing a Second Extension
The best way to access a second extension using the 3CX Webclient is to open a second window in your browser - but, it must be a Incognito or Private window if you're going to use it alongside your main 3CX extension. 1. Open a Incognito or Private ...
3CX Web Client 'Blind' vs 'Attended' Transfers
There are two types of call transfer. 1) 'Blind' - when you transfer immediately without talking to the person you're transferring the call too e.g. if you're transferring to another call queue, or directly to someone's voicemail. 2) 'Attended' - ...
3CX Session Border Controller
3CX requires a 'Session Border Controller' (or SBC) to connect multiple desktop phones in a single location to the 3CX server. The SBC provides a reliable connection to handle multiple phone calls, plus it enables us to configure the phones remotely. ...
3CX Call Centre Features
With a 3CX Pro license, you can use all the 3CX Call Centre Features. See a webinar recording at the bottom of this Article. Advanced Contact Centre Reporting Integrated Wallboard for real-time monitoring of inbound calls to Call Queues Detailed ...
3CX CRM Integration
With 3CX you can integrate your CRM, ERP and Accounting System with your PBX and be able to launch calls with a single click. Inbound calls are automatically linked to the customer record which pops-up on the screen and all calls are logged in the ...
3CX Live Chat and Talk
The 3CX Live Chat and Talk feature enables your customers to chat and call you from their web browser whilst visiting your website. The WordPress Plugin makes it easy to integrate the feature within your WordPress website. If your website doesn’t run ...
3CX Call Recording Control - per Extension Restrictions
Call Recording is a feature in 3CX Pro and Enterprise licenses. Both allow setting call recording options per extension. However, whilst Pro systems allows users to toggle call recording during a conversation, it does not allow the 3CX administrator ...
3CX Web Client 'WebRTC line is not registered' Error
You may experience an error when making or receiving a phone call in the 3CX Web Client: WebRTC is the protocol used within the web browsers by 3CX. Usually a refresh of the 3CX Web Client browser tab fixes it, and a reload of the 3CX Browser ...
3CX Office 365 Integration
3CX provides out of the box integration with Office 365 accounts for syncing: Office 365 users to 3CX extensions Users’ personal contacts from Office 365 to 3CX phone books Shared mailbox contacts from Office 365 to 3CX company phone book 3CX users’ ...
3CX Server Failover
Typically, 3CX fail-over (or application fail-over) is not necessary, especially in hosted environments. But sometimes, due to specific business requirements it may need to be a feature that's implemented for business continuity and disaster recovery ...
3CX Web Client Show Unregistered Extensions in 'Team' View
You may only see some internal extensions in the 'Team' view of the 3CX Web Client e.g. Select the three-dot menu on the left-hand side, then select Settings and View: Check the 'Show unregistered extensions' box to show everyone in the team: Then ...
3CX Blocking Numbers
There's a 'Blacklisted Numbers' section on the 3CX server. Though, our recommendation is only to add to this is if you are certain they can be blocked - e.g. it's a known scam or nuisance number. There's a few services to indicate if something is a ...
3CX Web Client Reload Browser Extension
To reload the 3CX Browser Extension in Google Chrome browser, in the top right corner of the Chrome window open the plugin menu, open options for 3CX, and select 'Reload Extension'. See below: This will start a new connection to the 3CX server.
3CX Web Client Switchboard View
The Switchboard view in the 3CX Web Client is really useful to manage incoming and current calls made to your queues. Open up the 'Panel': Let us know if you need any permissions adjusted or explained.
3CX Web Client Overview
Here's a quick video from 3CX giving an overview of the Web Client: You can find the full user manual here.
3CX Web Client Chrome Browser Extension
Here's a quick video from 3CX giving an overview of the Web Client Chrome Browser Extension: Please get is touch should you have any issues.
3CX Web Client Chrome Browser Extension - disable popups
Disabling popups from the 3CX Chrome Browser Extension when a call comes in can be done in the Chrome Extension options (not in 3CX directly). In Chrome, right-click the Browser Extension icon and select 'Options': Then, deselect 'Allow call pop-up ...
3CX Dial Codes for Day/Night Service
In case you ever need to manually change in a hurry, these codes can be dialled form any phone to over ride the current setting at the time:- *2471 = forces into Day service *2472 = forces into Night service *2470 = forces back to automatic ...
3CX Windows Client
Login to the Web Client Open the “Your User Account on your New 3CX System” email. Click the Web Client URL. Login with Google, MS 365, or use the credentials in the email. Download the Windows Desktop App Click the Windows icon on the left menu > ...
Phone Web Login
In the 3CX Management Console, go to the Phones list and find the IP address of the phone you want to access, and copy the 'Phone password' (pops up when you click the eye icon at the end of the Phone list record). Browse to http://<ip address>/ - ...
Send Welcome Email
In the 3CX Management Console, go to the Users list and select the user(s) you wish to send the Welcome Email to. At the top, select 'Send Welcome Email'. Make sure there's an email configured for the User You can check the server has sent the email ...
Assign DDI to User
In the 3CX Management Console, go to the Users list and click on the record you want to assign a DDI to. Under the 'General' tab, scroll down to 'Direct Inbound Dialing (DID)' and click 'Add a DID/DDI': In the pop up window, select an available DDI. ...
Yealink User Manuals for 3CX
We have created some user manuals for the Yealink desk phone models whilst used with a 3CX system. Please view the available user manuals here. These can be viewed online, downloaded, and then printed for end users. They are designed to be printed on ...