3CX Web Client
3CX: How to Manage your Status on the Web Client
1. Set your status and status message by clicking on the drop-down menu next to your avatar. 2. Choose the status you’d like. Statuses and colors are visible to coworkers. Green means available, yellow on a call, red is busy – calls will be diverted ...
3CX: Call History on the Web Client
To view your call history on the web client: 1. Click on “Call History” or the phone icon in the navigation window. 2. Click on the category you wish to view. Categories are: All Incoming Outgoing Missed Abandoned (Call Queue)
3CX: Changing your Avatar (profile picture)
To change your avatar (or profile picture) on your 3CX account, follow these steps: 1. Log into the 3CX Web Client using the credentials in your welcome email. 2. Click on “Settings” (the wrench icon) 3. Upload a new avatar for your account. 4. You ...
3CX: Logging on to the Web Client
To log into the 3CX Web Client, you'll need your ""Welcome Email."" In the Welcome Email, you’ll find your credentials and a link to the web client. Each user has their own set of credentials and will need their own Welcome Email. Note: If you do not ...
3CX: The People Tab on the Web Client
Clicking on the People tab will provide access to quickly communicate with your coworkers. Call - Call the user. Video - Video call the user. Chat - Instant message chat the user. WebMeeting - Start a webmeeting with the user. Favorite - Add that ...
3CX: Switchboard on the Web Client
As part of the 3CX Web Client, users can view their calls in aggregated screen views via the Switchboard. The switchboard is a feature that allows phone operators, queue agents, and queue managers to view and manage calls in real-time. To access the ...
3CX: Listening to Voicemail on the Windows Client
When your extension is busy, cannot be reached, or you choose not to take a call, callers have the option to leave a voice message. These messages are stored in chronological order and can be accessed from your IP phone or directly from the 3CX ...
3CX: Making Calls on the Windows Client
You can initiate a call in various ways with the 3CX client: Client’s keypad 1. To access the dial screen on your softphone press the button. 2. From the dial screen on your smartphone client or softphone enter the number you want to call. 3. Click ...
3CX: Checking Voicemails on the Web Client
We know you don't always have access to check voicemails via your desktop phone. Users can check voicemails from any web browser using the web client. 1. Log into your web client. 2. On the left navigation menu, click Voicemail (or the envelope ...
3CX: How to Chat on the Web Client
The built-in “Chat” function enables you to send and receive messages to colleagues and web visitors if you have configured the 3CX Live Chat & Talk plugin on your website. 1. Log into your Web Client. 2. Click Chat (or the chat icon) on the left ...
3CX: How to Transfer a Call with the Web Client
How To Transfer a Call with the Web Client Transfer a call by clicking “Transfer” or “Att. Transfer”, enter the extension or name. If Att. Transfer announce the call and click “Transfer”. To blind transfer click “Transfer” and hang up.
3CX: Chatting on the Windows Client
To Start a Chat: 1. Click or tap the “Chat” button on the bottom row of icons. On Android and iOS, tap “More” and then select “Chat”. 2. Press “Compose Chat” or the plus icon. 3. This will bring up your company’s extension list. Search or scroll to ...
3CX: Setting Your Presence Status on the Windows Client
The Presence/Status allows you to set your own status and forwarding rules, as well as view the presence/status of your colleagues. This feature is very helpful because it allows you to view whether someone is available, busy, or away before ...