This document demonstrates how to set up and use 3CX on an iPhone.

Process

Installation and Setup of 3CX

1. Open the App Store
2. Search for the 3CX app and install the 3CX app.
3. Launch the app and enable notifications.
4. Accept the license agreement.
5. Tap the > sign.
6. Select Scan QR.
7. Allow camera access and scan the QR code from the 3CX WebClient (login to your extension’s 3CX WebClient, and click the QR icon on the top-right corner)
8. Accept microphone access when receiving you first call or making your first call

Accessing the side menu of 3CX

1. To access the sidebar menu, tap the menu icon in the top-left corner.

• Accounts- Shows the extension/s that are available to use, you can add more than one extension by pressing Add and scanning a 3CX QR code.
• Schedule- You can schedule new meetings.
• Meeting- Shows active and scheduled meetings.
• Recordings– You are able to listen to your recorded calls.
• Settings- Customise and configure the 3CX App options.
• Scan QR Code- Scan the QR Code attached to your welcome email.
• Speed Dial Widget
• Help- A link to access the 3CX online manual.
• About- Version details

How to make a call

1.Tap the Keypad from the bottom menu.
2.Dial the number you wish to call.
3.Press the phone button.

Answering a Call

1. To answer a call, tap the tick button (when the screen is unlocked) or slide the circle (when the screen is locked)

How to exit 3CX.

1. Go to the side menu.
2. Go Account.
3. Tap the circle with a tick inside.

How to start 3CX.

1. Go to the side menu
2. Go to Account.
3. Tap the circle.

Options during a phone call

During a phone call, you have the following options on the 3cx app:

• New Call – place the current call on hold and create a new call.
• Conference – create a conference call.
• Transfer – forward the call to others.
• Earpiece / Speaker – toggled between loudspeaker and earpiece.
• Keypad
• Video – video call
• Record – record the call.
• Hold – put a caller on hold.
• Mute
• End Call

Transfer a call.

1.Tap Transfer.
2.Select the type of transfer desired: Transfer or Att Transfer
–Transfer is where calls are transferred directly.
-Att transfer allows you to speak to another person while the transferred person is there.
3. Click on the person you want to transfer the call to

Accessing call recording

1. Go to the side menu.
2.Tap Recordings.
3. Press on the name of the person you want to listen to
4. Click the blue tick

Accessing voicemail

1. Tap voicemail.
2. Press the name of the voicemail / extension number you want to hear (it starts playing the voicemail)
3. To end the voicemail, press the square.
4. To call back, tap the 3 dots and then tap call.
5. To mark as read, tap the 3 dots and then tap Mark as unheard.
6. To delete a voicemail, touch and swipe left on the voicemail you want to delete.

How to change status.

1.Tap the coloured square in the top right corner.
2.Tap the name of the status you want to be.

• Available – ready to receive calls.
• Away – temporarily unavailable, divert to voicemail.
• Do Not Disturb – divert to voicemail.
• Lunch – set a custom status.
• Business Trip – set a second custom status.

How to set a temporary status

1. Tap the coloured square in the top right corner.
2. Select Set status temporarily.
3. Press on Change status to and select the status you want to have for the temporary status.

4. Tap For and choose how much time you want to be in the temporary status. If the time you want to select is already selected, tap back.

5. Tap SET STATUS MESSAGE if you want to put a status message and enter the status message you want.
6. Tap Apply.

How to be in the queue

1.Tap the person to enter the queue.
2.Press Yes to cofirm entering the queue

How to leave the queue

1.Tap the person to enter the queue.
2.Press Yes to cofirm leaving the queue

How to Re-provision Automatically

1. Open the side menu.
2. Navigate to Settings.
3. Tap on Re-provision.

How to Re-provision Manually

1. Open the side menu
2. Navigate to Accounts.
3. Swipe left on the account and tap Delete.
4.Press Delete
5. Open the side menu again.
6. Select Scan QR Code.
7. Scan the QR code for the 3CX account.

How to make a chat for a single person

1. Press Chats
2. Press the square with a pen.
3.Select Compose chat.
4. Select the account you want.
5. Type the message you want into the chat box.

How to add people to a single person chat

1. To add more people, Tap Add.
2. Tap the person you want to add.
3.Press done

How to make a group chat

1. Press Chats
2. Press the square with a pen.
3. Select Compose Group Chat.
4. Select the accounts you want in the group chat.
5. Press next.
6. Write a name for the Group chat
7. Press OK.
8.Type the message you want into the chat box.

The post 3CX iPhone user guide appeared first on 3SIP Services.

This document demonstrates how to set up and use 3CX on an Android phone.

Process

Installation and Setup of 3CX

1. Go to the Play Store.
2.Search for the 3cx app and install the 3CX app.
3. Launch the 3CX app and accept the License agreement.
4. Tap SCAN QR CODE
5. Select Allow to take pictures and record video.
6. Scan the QR Code from the 3CX WebClient (login to your extension’s 3CX WebClient, and click the QR icon on the top-right corner)
7. Tap CONTINUE
8. Select Allow to make and manage phone calls.
9. Select Allow to record audio.

How to make a call

1.Tap the Keypad from the bottom menu.
2.Dial the number you wish to call.
3.Press the green button with the phone icon.

Answering a call

To answer a call, tap ANSWER at the top of the phone (when the screen is unlocked) or tap the phone icon (when the screen is locked)

How to send a call to voicemail when unlocked

1.Simply tap anywhere on the box displaying the unanswered call.
2.Press Send to voicemail.

How to send a call to voicemail when locked

1.Press Send to voicemail.

How to enable silent

1.Go to the side menu.
2.Tap Silent
3.Press YES

How to disable silent

1.Go to the side menu.
2.Tap Silent
3.Press YES

Options during a phone call

During a phone call, you have the following options on the 3cx app:

• New Call – place the current call on hold and create a new call.
• Conference – create a conference call.
• Transfer – forward the call to others
• Earpiece / Speaker– toggled between loudspeaker and earpiece.
• Keypad
• Video – video call
• Record – records the call
• Hold – put a caller on hold.
• Mute
• End Call

How to transfer a call

1.Tap Transfer.
2.Select the type of transfer desired: Blind or Attended.
-Blind Transfer is where calls are transferred directly.
–Attended transfer allows you to speak to another person while the transferred person is there.
3.Type in the phone number you want to transfer to
4.Click on the phone icon

Accessing call recording

1.Go to the side menu.
2.Press Recordings.
3.Press the name of the recording you want to play.
4. Press answer on the play file

Accessing voicemail

1.Tap voicemail on the bottom menu.
2.Press the name of the voicemail / extension number you want to hear (it starts playing the voicemail)
3.To end the voicemail, press the outside of the box.
4.To call back, tap the phone icon and tap call.
5.To mark as read, tap the envelope and tap the envelope with the tick to mark it as unread.

How to change status

1.Tap the coloured square in the top right corner.
2.Select one of the statuses on the list

• Available – ready to receive calls.
• Away – temporarily unavailable, divert to voicemail.
• Do Not Disturb – divert to voicemail.
• Lunch – set a custom status.
• Business Trip – set a second custom status.

How to set a temporary status

1.Tap the coloured square in the top right corner.
2.Select Set Status Temporarily.
3.Press on change status to and select the status you want to have for the temporary status.
4.Tap For and choose the time you want to be. If the time you want to select is already selected, tap back.
5.Tap SET STATUS MESSAGE if you want to put a status message and enter the status message you want.
6.Tap Apply.

How to be in the queue

1.Tap the person at the top of the screen to enter the queue.
2.Tap YES to cofirm entering the queue

How to leave the queue

1.Tap the person at the top of the screen to enter the queue.
2.Tap YES to cofirm leaving the queue

How to Re-provision Automatically

1.Go to the side menu.
2.Tap Settings
3.Tap Re-provision.

How to Re-provision Manually

1.Open the side menu.
2.Tap your icon.
3.Hold your icon until a menu shows up
4.Tap delete
5.Select YES
6.Tap Add account
7.Scan your 3CX QR Code from the welcome email

How to make a chat for a single person.

1.Press chat
2.Press the plus icon
3.Press the chat icon
4. Select the person you want to message
5. Type the message you want into the chat box.

How to add people to single person chat.

1. Press the three dots
2.Press Add participants
3.Add the person want to add to the chat
4.Press the arrow

How to make a group chat.

1.Press chat
2.Press the plus icon
3.Press the two chat icons
4.Select the people you want in the chat
5.Press the arrow button (btw, you have to cancel the type pad)
6.Type the group chat name
7.Press the arrow button (btw, you have to cancel the type pad)
8.Type the message you want into the chat box.

The post 3CX Android user guide appeared first on 3SIP Services.

To allow our customers to have their own personalized greetings for holidays, we have set up a Voicemail box.

Below is the process required for you to record a holiday greeting at any time.

Process

1. Dial 02 9168 3589
2. Start recording after the BEEP sound, then press the hash (#) key when you’re done.
   
   Please DO NOT combine multiple greetings into a single recording.
   Sample Script:
   Thank you for calling [Company_Name]

   We’re closed for [Holiday_Name] from [date] until [date].

   Please leave your message and we’ll make sure to call you back when we return.

   If your request is urgent, please call [emergency_contact]. (if required)

   Have a great [Holiday_Name].
   

3. You will be given 4 options:
   1. press 0 to save
   2. press 1 to record again
   3. press 2 to listen to your recording
   4. press # to exit
4. After your recording, please send an email to HelpMe@igd.com.au, and provide us with the following information:
   1. company name
   2. the holiday name
   3. the recording date and time
   4. the date range of the holiday
   5. how do you want the call to end after the special holiday greeting? (e.g. End call, Voicemail of extension, call to, etc.)
5. When you’re done with recording, an audio file is sent to us. We will need to configure your 3CX system first before the new greeting takes effect.

The post 3CX – Self Recording Service appeared first on 3SIP Services.

This document shows you how to use Yealink AX83H

Process

Answer a Call

To answer the call through the Handset:
1.Simply pick-up the handset
2. Click the green phone button

Make a call

To make a call simply type in the number or extension number you want to dial and select the green phone icon

Transfer a Call

You can transfer an active call to anther number or extension using the TRAN button on your phone.

There are two types of transfer:

Attended Transfer (Consultative)

This lets you speak with the person you’re transferring the call to before completing the transfer.

To perform an attended transfer

1. Dial the number or extension of the person you are transferring to.
2. Wait for them to answer and speak to them if needed.
3. Press TRAN again to complete the transfer.

Blind Transfer (Unattended)

This sends the call directly to another person without speaking to them first.

To perform a blind transfer:

1. Press the TRAN button.
2. Dial the number or extension of the other person you want to transfer to.
3. Select the ‘-‘ icon on the top right to choose B Transfer (Blind transfer)

Access your Voice mail

You can access any voice mails left inside the Message menu

To access your Voice Mail

1. Select the round ‘ok’ middle button between the arrows
2. Select Message (mail icon)
3. Select option 1 to access your voicemails

View Call History

View your latest inbound and outbound calls.

To access your call history

1. Select the left icon ‘-‘ icon on the home page to access your call history.
2. Use the left and right arrow icons to navigate between the desired call list and the up and down arrows to select a call.

View Your Contacts

View any saved contacts your organization has saved

To view your contacts

1. Select the right ‘-‘ icon from the home page; or
2. Select the middle ‘ok’ button and select directory

Reboot the Phone

For trouble shooting purposes rebooting the phone is often helpful

To reboot the phone:

1. Select the middle ‘ok’ button to enter the menu
2. Select ‘basic’ > ‘reboot’
3. A confirmation will appear. select the right ‘-‘ button to reboot the phone

The post 3CX – Yealink AX83H Userguide appeared first on 3SIP Services.

Purpose

This document demonstrates how to use the 3CX SMS function with Call Queue on the 3CX Mobile App and the 3CX WebClient.

1. From your 3CX WebClient, go to the Chat ^A page, then click the Plus (+) ^B icon and select the Send SMS ^C option

2. On the New Conversation page, type in a name or a phone number ^A. The mobile number must be in E.164 format ^B (e.g. +61412345678). If the number saved in the contact or the one you manually enter is not in the E.164 format, you have an opportunity to correct it^E. Once you have entered a correct number or selected one from your contact ^D, click the Start Chat ^C button.

3. Type your SMS message in the Say Something ^B box. When the message is sent, it will show a blue tick ^A icon next to the message.

2. After you click the Reply button, type your reply message in the Say Something ^K box. You also have the option to:

• Call ^E
• Transfer ^F: You can transfer the SMS conversation to another 3CX user (once transferred, the whole SMS conversation will be transferred; you will not see the SMS history on your Chat page.)
• Dealt with ^G: when you’re ready to archive the SMS conversation.
• Archive ^J: archive the SMS conversation (on SMS conversation page, click the More Options ^H icon, then select Archive ^J)
• Close ^I: close the SMS conversation window, you can find the SMS on the Chat main page

2. On the type a name or phone number ^D box enter a mobile number in E.164 format (e.g. +61412345678), then click the Send to E, or you can search contacts by name ^F. If the number saved on your contact is not in E.164 format, it will prompt you to correct the number format ^G.

3. Once you have entered a correct number or selected one from your contact ^F, you’re ready to start your SMS conversation. Type in your SMS message ^I, When the SMS message is sent, it will show a blue tick ^H icon next to the message.

2. All call queue agents will receive the SMS notification. Unlike on one-on-one SMS, on a group SMS, you have to take ownership ^F of the SMS on the SMS conversation page, tap the More Options ^E icon, then select the Take Ownership ^F option. Replying to an SMS without taking ownership will automatically take ownership of the SMS.

3. Type the SMS message in the “type message here” box ^H. When the SMS is sent, a blue tick ^G appears next to the SMS.

The post How to Send & Receive SMS with 3CX Chat as a Group appeared first on 3SIP Services.

This document outlines the process for individuals to send and receive SMS messages using the 3CX Messaging feature on the 3CX WebClient, or 3CX Mobile App (Android/iPhone)

Process

3CX WebClient:

2. On the New Conversation page, type in a name or a phone number ^A. The mobile number must be in E.164 format ^B (e.g. +614987456321). If the number saved in the contact or the one you manually enter is not in the E.164 format, you have an opportunity to correct it^E. Once you have entered a correct number or selected one from your contact ^D, click the Start Chat ^C button.

3. Type your SMS message on the Say Something ^B box. When the message is sent, it will show a blue tick ^A icon next to the message.

• Call ^B
• Dealt with ^C: will archive the SMS
• Archive ^F: archive the SMS (click the More Option ^D icon, then select Archive ^F)
• Close ^E: close the SMS conversation, and list the SMS on the Chat page

The post How to Send & Receive SMS with 3CX Chat as an Individual appeared first on 3SIP Services.

A quick guide on how to use the Yealink MP56 phones

Process

Chaning to SIP mode:

The Yealink MP56’s are originally designed to work with Teams or Zoom. If the phone has been configured to 3CX you will need to switch to SIP mode. To change the phone to SIP mode, select the ‘SIP’ button on the bottom left.

Answer a call:

To answer a call on handset

1. Simply pick up the handset

To answer a call on speaker

1. Simply press the speaker button

Making a Call

There are two ways to make a call:

1. Use the keypad to dial in a number or extension and press ‘Send’ to make the call
2. Select the ‘ ‘ icon to access your saved contacts. If they multiple contact details saved, you will be prompted to select one

Transfer a Call

You can transfer an active call to anther number or extension using the Transfer button on the screen.

There are two types of transfer:

1. Attended Transfer (Consultative)

This lets you speak with the person you’re transferring the call to before completing the transfer.

To perform an attended transfer

1. On call, select the transfer button and dial in the number or the extension you want to transfer to and select transfer
2. When prompted select on ‘send’ to call and speak to the other person
3. Select transfer again to complete the transfer

2. Blind Transfer (Unattended)

This sends the call directly to another person without speaking to them first.

To perform a blind transfer:

1. On call, select the transfer button and dial in the number or the extension you want to transfer to and select transfer
2. When prompted select on ‘transfer’ to send the call to the other person

View Call History

You can view your call history by selecting the ‘‘ or ‘‘icon

Access Voicemail

Currently there is no way to view voicemail on the MP56 hybrid mode. You will have to access your voicemails on your 3CX Web Client or mobile app.

View and Edit Directory

You can setup and manage contacts by selecting the ‘‘

Note: that the MP56 will not sync its contacts with 3CX

Adding contacts:

1. Select the ‘‘ icon
2. Select the ‘+’ Icon on the bottom right
3. Fill in relevant details

Editing contacts:

1. Select the ‘i’ icon on the profile you want to edit
2. Select the ‘✓’ icon at the top right to save details or the ‘X’ icon to cancel

Deleting contacts:

• To delete a single contact, select the ‘i’ icon on the contact and select ‘delete’.
• To delete multiple contacts, select the setting option and use the checkbox choose the contacts to delete.

How to Get the IP

For trouble shooting purposes you can get the IP address of the phone in the settings menu.

To get the IP address:

1. On the Teams menu select the gear icon at the top right.
   • If you are in SIP mode, you can select the icon to navigate back to SIP.
2. Select Device Settings
3. Scroll down and select ‘About’

The post 3CX – Yealink MP56 user guide with 3CX appeared first on 3SIP Services.

All 3CX v20 Users are able to create their own personalised voicemail recordings for their extension.

To do so, please follow the instructions below.

Process

On your web client, click on the three dots (• • •) on the side menu and navigate through to  Settings > Greetings. On this page, you are able to Select or upload a customised greeting for each profile status.

Each status has four actions to choose from:

• Upload, allowing you to upload any existing voiceovers you have to 3CX.
• Delete, self-explanatory.
• Record audio prompt (Microphone) – this option allows for you to record an audio prompt seamlessly with its own new interface.
• Record audio prompt (Phone) – the classic option, the recording is completed on your default phone, allowing for a linear process.

To quickly record a greeting, select the Microphone icon and name the audio file to record your audio prompt. Once completed, click on the microphone (2) to continue.

The prompt immediately displays a timer, showing that the recording is in session. Once you have finished recording your prompt, click on the microphone to finish.

You are then able to play it back (1), re-do your recording (2) or upload it (3).

Once you have saved your recording, it will automatically switch the status default to the new recording. This recording is carried over to all statuses as well, meaning you will not need to re-record the same audio prompt more than once.

The post 3CX – Record Your Own Greetings (v20) appeared first on 3SIP Services.

This document demonstrates how to use the 3CX webclient

Process

Managing Extension Status and Queue Status

On the 3cx Web client window, click your Profile picture ^A to reveal the drop-down  menu. From here you can change your extension status and queue status.

EXTENSION STATUS

To set your extension status, click one of the status types ^B on the list

▪ Available – ready to receive calls

▪ Away – temporarily unavailable, divert to voicemail

▪ Do Not Disturb – Divert to voicemail

▪ Lunch – set a custom status

▪ Business trip – set a second custom status

You can also set a Temporary Status ^C for a specific duration, the status will automatically change back to its previous state when this time is up.

QUEUE STATUS

If your extension is part of a call queue, your queue status must always be set to Login, or otherwise, you will not receive an incoming call.

To toggle between the Login/out, click the Login/out option^D . See the below image to identify your queue status.

REMEMBER
If your extension is part of a Call Queue, in order to receive an incoming call from a Call Queue (external call), your extension status must always be set to Available and queue status set to Login.
▪ Available & Login = receive both internal and call queue calls
▪ Available & Logout = receive ONLY internal calls
▪ DND & Login = NO call
▪ DND & Logout = NO call

Set Default Phone

The 3CX Web client can be used on its own or as a management interface for another phone device (e.g. desk phone, 3CX Mobile App, etc).

When the Web client uses on its own, the default phone must be set to 3CX Web client.

If you don’t see the Dialer window open, click the Dialer icon ^A. On the Dialer window, see the Call Using. If not set to Browser, click the Down Arrow icon ^B and select Browser ^C

When the Webclient is being used as a managing interface for another phone, the default phone must be set to the correct phone type.

Check the Dialer window’s current Call Using status, it must be set to the type of phone you’re using. For example,
▪ if using 3CX Mobile App (Android / iOS), set to Smartphone
▪ if using a Yealink desk phone, set it to Yealink

Extension Provision on Multiple Devices:
If your extension is set up on multiple phones, you will see multiple phones on the list. In this case, you must select the phone you want the Webclient to link to. Selecting the correct phone is important because the Webclient acts as an interface for the default phone. For example, when you dial a number on Webclient, the call is forwarded to its default phone. So the one that makes the call is its default phone, not the Webclient.
To identify which is the correct phone on the list, get the phone’s MAC address. On most Yealink desk phones, to see its MAC address click the OK button.

How to make a call

Click the Dialer icon ^A

Dial the number ^B you want to call.

Click the Green Call ^C button

During a phone call options

During a phone call, you have the following options:

▪ Hold

▪ Mute

▪ New Call

▪ Conference

▪ Transfer (blind / attended)

▪ Rec -Record the phone call. Sometimes this feature is automatically enabled, you can choose not to record the call by clicking the Rec icon (Blue Rec = Recording)

▪ Keypad – show Keypad

▪ Video

▪ End call

A blue coloured icon means the function is active. For example, the below picture shows a blue Rec icon = phone call is recorded

Receiving a Call

When you’re receiving an incoming call, you have 3 options: Pickup^B, Decline ^C, or send to Voicemail ^A

If your extension doesn’t have a voicemail feature enabled, when you select to send to voicemail ^A, the call is lost.

Call Transfer

During a phone call, the call can be transferred “blind” ^A, without informing the person receiving the call, or “attended” ^B, in which the call stays on hold while a transfer is requested.
▪ Transfer ^A
▪ Att. Transfer ^B
Dial ^C the phone/extension number you want to transfer the call to, then press the Call ^D button

In the first step, if you select the Transfer ^A option, the call will get transferred immediately once you press the Call ^D button. If the transferring party is not available, the call is lost. If you select Att. Transfer ^B, you can talk to the transferring party first, and you must click the Join ^E button to complete the transfer.

Managing Call history and Abandoned Calls

On the 3CX Webclient window, click the Calls ^A icon, click the down arrow ^B icon to filter the call log for Incoming, Outgoing, Missed, and Abandoned calls

When you place the mouse cursor over a call log, you will see the following options:
▪ Call ¹
▪ Chat ²
▪ Delete ³
▪ Add Contact ⁴

ABANDONED CALLS

On Abandoned Call, use the icon to communicate with your team:

When you see the Red Exclamation ⁵ icon, this indicates the call is abandoned, waiting for someone to call them back. When you’re calling them back, click the Gray Hour Glass icon, it will turn Yellow ⁶ so your team knows someone is currently looking into it. When you’re done with it, click the Gray Tick icon, to turn it to Green ⁷.
▪ Red Exclamation ⁵ – not dealt
▪ Yellow Hour Glass ⁶ – dealing
▪ Green Tick ⁷  – dealt

Managing Voicemail

On the 3CX Webclient window, click the three dots ^A icon, then select the Voicemail ^B option

When you place the mouse cursor over a voicemail, you will see the following options:
▪ Download ¹
▪ Play on Phone ² – this will call your default phone
▪ Call ³
▪ Delete ⁴
▪ Add Contact ⁵

Managing Call Recording

On the 3CX Webclient window, click the More Options ^A icon, then select the Recordings^B options

When you place the mouse cursor over a recording, you will see the following options:
▪ Download ¹
▪ Play on Phone ² – this will call your default phone
▪ Call ³
▪ Delete ⁴

Managing Contacts

On the 3CX web client,  click Contacts ^A

Click the down arrow ^B icon to filter the contacts for Personal ^C

On the contact list page, you have the option to Call ^F, or click the More Options ^G icon to see these options: Send SMS , Edit and Delete

To add a new contact
▪ Upload a CSV file ^E
▪ Add a contact ^D – fill in the contact details, and click the Save ^H icon

Panel

3CX Panel allows users to easily manage call traffic, by monitoring the ongoing calls, and answering or transferring calls.

To change the Panel view mode, click the down-arrow icon ^A  you can select: All, Queue Calls, call queue(s), Wallboard

Depending on your extension rights you may be able to do the following ^B:
▪ pick up a call
▪ drop call in progress
▪ divert a call
▪ transfer call
▪ parked a call
▪ intervene on calls
▪ communicating with a worker using the whisper function
▪ barge into the call and talk right to the caller
▪ stop a recording of a phone call

QUEUE – VIEW ALL QUEUE ACTIVITY ON A SINGLE SCREEN

The Queue Manager allows users to view calling activity on specific queues. They can pick up, divert or drop a call with a few clicks. They can also drag and drop a call on a specific extension.

The queue agents (extension) in the Panel Queue page are listed in extension number order, not in the agent position order. If you need to rearrange or remove the queue agent list. Send a ticket to

Help@igd.com.au

Queue Manager can Logout agents by clicking on their queue status ^C

Wallboard – view real-time queue statistics to evaluate:

Users can also keep in close touch with employee performance with the 3CX Wallboard, which tracks all calls, answered, ongoing, or abandoned.

Chat

The 3CX Chat feature allows your team to chat and share files with each other.

On the 3CX Webclient window click the Chat ^A icon

Click the Add (+) ^B icon select Start Chat (one-on-one) or a Group Chat ^C

Select the chat participant(s) ^{D or E}

On the chat conversation window, you have the following options:
▪ Add Participant(s) ¹
▪ Call ² – not available in Group chat
▪ Video ³ – not available in Group chat
▪ Archive ⁴
▪ Delete ⁵
▪ More Option ^F icon >> Information ^G
On the information page, you can rename the conversation name, make a call (Single Chat) or meeting ^H (Group Chat), and remove participant ^I

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