3CX User Manual

Estimated reading time: 3 minutes

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.)3CX Webclient Settings Button
  3. Upload a new avatar for your account
  4. You will be prompted to resize your Avatar. Press OK to confirm

Place an external call

To make a call outside of the organization, pick up the phone dial the 12, 11, 10 digit US only number you wish to call, then press Send. This can also be done by dialing the number first, then picking up the handset or pressing the speakerphone button. Dialing 1 first is optional, will work either way.

Example:
    +18884564566
     18884564566
      8884564566

Place an internal (desk to desk) call

To make a call inside of the organization, pick up the phone dial the 3 digit extension you wish to call, and press the “send” button. This can also be done by dialing the extension first, then picking up the handset or press the speakerphone button

Set up your greeting for messages

Press the Message button (looks like an envelope) or Dial 999 Enter your Voicemail PIN (PIN was sent via email)

Press 9 for options Press 8 to change the greeting message Press 0 to record a new greeting message Press 1 to restore the standard greeting Press 2 to listen to the current custom greeting message

Get your voice mail

Press the Message button or Dial 999

Enter your Voicemail PIN

Some have chosen to receive their voicemail via email attachment. If you have, you will get all voice messages in outlook.

Parking a Call

To put a call into the park, press the SP1 or SP2 button at any time during the call (as long as the button is green). This will put the call in Shared Park. All Phones within the company will change from Green to Red to show that a call is waiting on SP1. To pull a call from the park, press the SP1 or SP2 button.

Transfer a call

Blind Transfer: To transfer the call without letting the person know, Press Transfer, dial the 3 digit extension Or their cell phone number, and press Transfer again.

Attended Transfer: To transfer the call and explain who the caller is, Press Transfer, dial the 3 digit extension Or their cell phone number and press send. You can explain who is on the phone, and then press transfer to complete the call transfer. If the callee does not want to speak to the caller or is not at their desk, Press End Call, and then Press Resume to reconnect to the caller.

To Transfer a call directly to someone’s Voicemail

Press Transfer, dial 4+the 3 digit extension (4101 for example), and then press Transfer again.

3-Way Conference

Establish the first call. Press Conference. Dial the 2nd number, Press send. Wait for the 2nd party to answer, then press Conference again to merge the 2 calls. (If you press conference again before the 2nd party answers, there is no way to drop the call if it was to go into voicemail. This is why you want to wait for the 2nd person to answer before merging the 2 calls.)

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