Instructions Login to your computer. Once the desktop is visible, press and hold the CTRL + ALT + Delete keys on your keyboard. If you are connected to a Remote Session using Remote Desktop, press and hold the CTRL + ALT + End keys. A window will appear similar to this: Select ‘Change a…
The 3CX softphone contains different components that you can access to manage contacts, voicemails and call history. See below for what each of these components does and how to access them. To reach a different component of the softphone, you will need to use the icons at the bottom of…
This icon can be used to place the active call on hold. Click the button again to take the call off hold. This option will allow you to perform a blind transfer to another extension. A blind transfer will allow you to transfer a call to another extension without speaking…
This icon is used to access the Presence Information screen where you will be able to see a list of all available extensions in the system. You will notice different colours beside each person’s name. These correspond to: Green – This means that the extension is available, and not currently…
If you need to check voicemail on another extension To check voicemail of another extension, or to update voicemail greetings etc., Dial “999” from any physical phone. Once the voicemail system has connected, press the “#” key. You will be requested to enter the extension number of the phone you…
From your physical phone, dial “999” or push the envelope icon on the phone which automatically dial you through to the voicemail system. Note: You may be required to enter your ‘voicemail pin’. This can be found inside of the “Welcome” email you received from your phone system. Once you’ve…
Hold Button – Self-explanatory; clicking this button will place the active call on-hold until Transfer Button – This will allow you to perform a blind-transfer to another extension or external number. This will pass the call through to the other party immediately, even if they do not pickup/answer etc. Keypad…
Editing contacts In Contacts , scroll down the list or search and find the personal contact you want to edit. Double click, right click or tap on the contact to view the contact details page. Select “Edit”. Update or change the contact details and then click “OK” to save the changes….
Adding ‘system wide’ contacts in 3CX (A contact available to all staff) Click on the “Contacts” button, at the bottom menu to access the phonebook. There are four types of contacts in the 3CX Phonebook (contact list): Company Contacts: Contacts retrieved from the PBX. Personal Contacts: Contacts added by the user and…
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