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Phone menu options on your computer

Softphone

The 3CX phone on your computer is referred to as a “softphone”.

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 the window.

3CX Softphone Menu in Windows
3CX Softphone Menu in Windows

3CX Presence Icon1. Presence information

The presence information screen is the first screen that you will be presented with when logging into the softphone. This screen will show you any extension inside of the system that is currently logged into a device and by “logged in” this refers to someone who has signed into a softphone, mobile client or who has an active handset with their extension provisioned. In some cases, depending on the configuration of the client, you may notice that there are Group Names separating some of the extensions on this page. This is simply aesthetic and does not change the way that software operates or how calls function.
If you need to look-up an extension (or someone’s mobile number for example) you can use the search bar at the top of the screen. Simply type in the extensions name or email address etc. and any numbers configured for them will appear – extension, mobile and others.

3CX Contacts Icon2. Contacts (Personal and System)

The contacts screen is largely self-explanatory. Here you will find a list of both system configured contacts and a personal contacts list that you can use to store contact info for people or companies that you often speak with for example. To add a contact, click on the 3 blue dots in the top right corner of the application and then click “Add Contact” and fill in the information as you desire.

3CX Call History Icon3. Call history

The call history screen is largely self-explanatory. When clicking on the button to open this screen, you will be presented with another row of icons just below those at the bottom – from left to right they are: all calls, incoming, outgoing, missed and abandoned (abandoned calls are where calls are attempting to come through to you and are missed – only if the extension is part of a call queue).

3CX Contacts Icon4. Voicemail

The voicemail screen is where you can access a list of messages that have been recorded for your extension. From this screen you can redial the number which left the message, remove the voicemail and update your voicemail greetings.

3CX Chat Icon5. Chat

3CX includes features that allow you to chat with other extensions/users configured within the system. You can create new conversations, revisit previous ones and delete them.

3CX Switchboard Icon6. Switchboard

The switchboard screen allows you to view different presence information configurations. If you are performing receptionist duties, or you are part of queue, you can visit this screen to get a more robust overview of calls across the system, or in the queues which your extension is a part of. There is also an option to display a wall-board if required.

Updated on August 16, 2018

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