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8.3 DASHBOARD BREAKDOWN
Web Client Main Screen example.
Left Side Extension Menu
Page 1: ...Updated April 2021 3CX PBX END USER QUICK START GUIDE...
Page 2: ...HOLD 7 5 2 CALL WAITING 7 5 3 TRANSFERRING A CALL 7 5 3 1 Warm Transfer 7 5 3 2 Blind Transfer 7 5 3 3 Transfer to Voicemail 7 5 3 4 Transfer Cordless ONLY 8 5 4 THREE WAY CONFERENCING 8 5 5 CALL PAR...
Page 3: ...NTACTS 16 8 6 CHAT 17 8 7 CALL HISTORY 17 8 8 VOICEMAIL 18 8 9 SCHEDULE CONFERENCE 18 8 10 WEBMEETING 19 8 11 SWITCHBOARD 19 8 12 SETTINGS 20 8 14 QR CODE 21 8 15 BLF SETTINGS 22 8 16 HOW TO MAKE EXTE...
Page 4: ...ccess your phone settings online Internal ____________________________________________________ Access your phone settings online External ____________________________________________________ Conferenc...
Page 5: ...ing on your phone type and configuration the call may not complete automatically once you have finished dialing and you may need to hit the Send key once you have dialed the number 3 3 EMERGENCY CALLS...
Page 6: ...calls are forwarded to the number of your choice This can either be to your voicemail which is the default another extension in your business or an external number Busy Call Forwarding forwards all c...
Page 7: ...eak to the destination agent about the caller s issues and give any background definition necessary To Warm transfer a call follow these steps 1 Press the Transfer key This places the current call on...
Page 8: ...re are two ways of parking a call If you have keys on your phone for parking calls while on a call press the key of the park orbit SP1 or SP2 where you want the call parked and press the Transfer key...
Page 9: ...heard voice messages waiting your phone will display a flashing light To access your messages log in either by dialing the voicemail access extension 999 or press the Messages or Voicemail key 6 2 USI...
Page 10: ...To exit press 6 3 CUSTOMIZE GREETINGS ON THE HANDSET To customize your voicemail greetings using the handset follow these steps 1 Dial 999 or press the Messages Voicemail key on the handset and wait f...
Page 11: ...d to another user 4 Dial Extension number to be forwarded to 7 ACCESS CODES This section lists your phone system s most commonly used access codes Park Call 0 the orbit number Retrieve Parked Call 1 t...
Page 12: ...age your phone see presence of colleagues chat and web conference To access it 1 Go to https 10 255 8 13 5001 webclient if in the office or https range demo wy 3cx us 5001 webclient when out of the of...
Page 13: ...demo wy 3cx us 5001 webclient Enter the extension number and password from the welcome email The password is case sensitive and it may be easier to copy and paste straight from the email If there are...
Page 14: ...14 8 3 DASHBOARD BREAKDOWN Web Client Main Screen example Left Side Extension Menu...
Page 15: ...ple tab shows all the extensions in the system Next to each extension are feature icons Extension Monitoring Dial an Extension IM an Extension Web Meeting Add to Favorites Extension Monitoring Statuse...
Page 16: ...16 8 5 CONTACTS Within the left navigation the Contacts tab opens the All Contacts tab However contacts can be organized by Company and Personal Contacts added to Company show on all extensions...
Page 17: ...nt 8 7 CALL HISTORY Within the left navigation the Call History tab there is a list of the extension s calls The call log can be filtered by incoming outgoing missed or abandoned On the Call History s...
Page 18: ...e Voicemail screen has feature icons along the right side of the screen Download the message Play the message on your handset Call the number Delete the voicemail Add to contacts 8 9 SCHEDULE CONFEREN...
Page 19: ...ft navigation the WebMeeting tab gives the ability to have a web meeting with those in or outside of the system 8 11 SWITCHBOARD If the system has a call queue provisioned the Switchboard tab provides...
Page 20: ...like to monitor o Wallboard Status view for call queues o Audio Video information Call Forwarding o Available How calls are routed if you are available but don t answer or using the line o Away If you...
Page 21: ...21 8 14 QR CODE With the 3CX app an extension can be tied to another device like a cell phone and the QR code is how the extension and device is synced...
Page 22: ...eed Dial Like a BLF but no monitoring of the extension o Custom Speed Dial To create a speed dial for an external number or a code option o Shared Parking Shared Parking is a hold for the phone system...
Page 23: ...TATUS CHANGES Under the Settings tab select the Call Forwarding tab there are five status types for the extension Available Away Do Not Disturb Lunch and Business Trip o Lunch and Business Trip are cu...
Page 24: ...e top right of the screen this is the extension s status indicator Then select the status option you would like to change the extension to The status default for call flow is to send calls straight to...
