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JP Chua

By: JP Chua on March 18th, 2022

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What are the Features of 3CX on Desktop? [Video]

VoIP | Video

Do you want to learn how to use 3CX on your desktop? In this video, we’ll explain the features of 3CX on your computer. 

3CX Desktop Features

In this video, we’ll go over:

1. How to make and manage calls  0:50

a. 3CX Windows App

  • Click on the dial pad beside the search bar or click on the search icon.
  • Enter the phone number/name/extension/email address you want to reach.
  • Press call.

b. 3CX Web Client

  • Click on the dial pad in the top-right menu or click on the search icon.
  • Enter the phone number/name/extension/email address you want to reach.
  • Press call.

2. How to manage your voicemail  1:53

a. 3CX Windows App

  • Press the voicemail button on the menu at the bottom.
  • Press the record button to record a new greeting.
  • Follow the instructions on the screen and put a name for your voicemail file.
  • After entering the filename, you’ll receive a call.
  • Press “Answer.”
  • Once you’re done recording your message, press the pound “#” button.
  • Press “1” to redo the recording.
  • Press “2” to verify or playback the recording you did.
  • Press “0” to save the recording.
  • Press “#” to exist voicemail recording and not save anything.

b. 3CX Web Client

  • Press “Record Greeting.” 
  • Enter the filename.
  • When you receive a call, press “answer.”
  • Follow the instructions the program will prompt you to do.

3. How to transfer calls  4:15

a. Blind Transfer

  • Press the “Transfer” key during an active call. The call will be placed on hold.
  • Enter the number you want to transfer to.
  • The person you’re talking to will be transferred to the other line.

b. Assisted or Warm Transfer

  • Press the “Asst. Tran” button and enter the extension of the receiver.
  • The original caller will be placed on hold.
  • Once the second party answers, you can announce the caller to the receiver.
  • Then you may end the call on your phone.
  • If the receiver declines the transfer, the call will be sent to the receiver’s voicemail.

4. How to create conference calls  5:25

  • Press the “Conference Call” button.
  • A page will appear and fill out the details and choose if you want to start the call now or schedule it for later.
  • If you schedule it for later, two screens will pop up.
    • The first screen is a window that will make an event in your chosen calendar app.
    • The second screen is a redirect back to the conference screen in the 3CX Windows app or web client page.
    • Add all the attendees you want for the scheduled conference call in the calendar app and send the invite.
  • If you start the conference call immediately:
    • Scheduling through calendar:
      • Your calendar app will be opened.
      • Add participants
    • Directing calling someone to set up the conference call:
      • While in an active call, press the conference button.
      • Add participants.
      • Press the arrow on the bottom to send the call requests.
      • You may do this for as many people as necessary.
      • To end the conference call, press the end call icon.

5. How to record your calls  7:21

NOTE: Before recording a call, depending on state law, all parties must agree first.

a. Recording the call

  • Press the “Record” button while in an active call.
  • Press again when you want to end the recording.

b. Listening to your recordings

  • Press “Recordings.” You’ll find your record calls there.

6. How to park calls  7:50

  • Press the “Transfer” button while in an active call followed by *00 to 09 to specify the parking orbit.
  • If you want to pick up a parked call, press *10 to 19 where the 0-9 is the park orbit number. 

To help you in your 3CX journey, please watch the 3CX How-to video series

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