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Deploy and Administer 3CXPhone Android, iOS, Windows, Mac

Configuring the Clients – 3CXPhone

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Configuring the Clients – 3CXPhone


Softphone or CTI Mode

Deploying 3CXPhone

Step 1: Configure PUSH

Google Push

Apple Push

Step 2: Install 3CXPhone

Step 3: Configure Using the Email Attachment

Managing 3CXPhone

3CXPhone Settings

Phones node

Updating 3CXPhone for Windows and Mac

Updating 3CXPhone for iOS and Android

See Also


3CXPhone is a softphone & client that allows users to easily manage their extension with a few mouse clicks – rather than via a cryptic and limited hardware phone interface. 3CXPhone can work alongside an existing supported IP phone or you can use the inbuilt softphone. 3CXPhone is available for multiple platforms including Windows, Android, iOS and Mac.

3CXPhone provides the following functions:

  • Call Pop-up – Upon receiving a call, 3CXPhone will allow you to answer or reject the call, transfer the call to another person or to voice mail - with a single mouse click or by using drag and drop.
  • Easy Call Transfer / Park  – Transfer or park a call with a mouse click or via drag and drop, no need to learn dial codes or call transfer procedures on a phone.
  • Presence – View statuses of other extensions and avoid unnecessary calls.
  • Click to Call – Colleagues, numbers in web pages or contacts in CRM software.
  • Hot key Dialling – Place/control calls using configurable keyboard shortcuts.
  • Queue Monitoring –  View the status of queues that you are a member of or a manager.
  • Call Monitoring - See callers waiting in queue and be able to pick up a call.
  • Text Chat – Message other users one to one or create multi user chat.
  • Record Calls  –  You can record a call by clicking the record button.
  • Phonebook 3CXPhone provides easy access to the company and personal phonebooks.

Softphone or CTI Mode

3CXPhone can run in two different modes:

  • Softphone Mode (All platforms) – Allows you to make and receive calls on your computer or mobile device without using a deskphone. It uses a built in SIP engine to place the calls and uses the device’s microphone and speakers. In softphone mode 3CXPhone can handle up to 5 simultaneous calls and supports blind and attended transfer.
  • CTI Mode (3CXPhone for Windows only) – Allows you to control your hardware IP phone from your Windows desktop with a few mouse clicks. When in CTI Mode 3CXPhone can handle one simultaneous call and supports blind and attended transfer. In this mode, HTTP commands are sent directly to the IP phone that is registered to the extension to control the functionality of the phone. When in CTI mode you will see the number you are attempting to dial on the IP phone’s display and hear the standard ringback tones.


  • To use CTI Mode, you should make sure that in your “Extensions” node “Extension settings” > “Forwarding rules” > “Available” tab, the option “I want to be able to accept more than one call at the same time” is not enabled. 
  • CTI Mode can only be used on the local LAN where 3CX is installed.

If your IP phone does not support CTI, then the CTI Mode will use the so called MakeCall functionality. The most noticeable difference between CTI and MakeCall mode is shown when starting a call from call history entries. When you start a call using “MakeCall” the desktop IP phone will be called from 3CX Phone System and on the phone’s display you will see “MakeCall”. After you pick up the handset the call will be placed on hold and a call to the destination is made from 3CX Phone System. Once the receiving end answers the call, music on hold will stop and the call will connect to the callee. 

Deploying 3CXPhone

Step 1: Configure PUSH

3CXPhone uses PUSH technology to wake up the smartphone when a call is received. This does not require the user to keep the phone active and the 3CXPhone client turned on to be able to receive calls  the phone can go to sleep to save battery life. PUSH is also required for reliable operation of the smartphone clients. When extensions are created they are enabled for push notifications by default. You will just need to configure Google Push Servers and open the appropriate ports on your firewall for Google Push and Apple Push to function correctly.

Note: Be sure to configure Google Push before sending out the welcome emails for Android users!

Google Push

To configure Push Servers for your Android devices, from the 3CX Management Console, select “Settings” > “PUSH”, follow these instructions to configure your Google Push servers. 

Apple Push

Apple Push is automatically enabled. The PBX server needs to be able to communicate with Apple APN’s on certain ports. To send and receive push notifications you will need to open the ports described in the Apple push section of the Firewall Configuration guide.

Step 2: Install 3CXPhone

3CXPhone is installed via the Apple App Store for iOS devices, Google Play for Android devices, as a DMG file for Mac OS or an MSI file for Windows. The installation links are sent in the user's welcome email together with the configuration file as an attachment. For easy reference:

Step 3: Configure Using the Email Attachment

After the user has installed the corresponding 3CXPhone version, it must be provisioned with the user’s extension settings. To do this, ask the user to:

  1. Ensure the app or application has been installed.
  2. Open up the welcome email.
  3. Double-click or tap on the attachment. If you are asked what application can open this attachment select 3CXPhone 14. The 3CXPhone client will then automatically configure itself and connect to 3CX Phone System.

The welcome email is sent automatically when the extension is created. To resend it:

  1. Log in to the 3CX Management Console and go to the “Extensions” node.
  2. Select the extension and click the Send Welcome Email button at the top toolbar.
  3. An email will be sent to the extension’s configured email address along with an attachment for auto-provisioning.

Managing 3CXPhone

3CXPhone Settings

The administrator can control what configuration options are available in 3CXPhone per extension from “Extensions” node > “Edit Extension” > “3CXPhone” tab.

From here you can configure:

  • Disallow use of 3CXPhone- Removes the user's ability to use 3CXPhone.
  • Hide the Forwarding Rules - Removes the user's ability to configure his/her forwarding rules from within the 3CXPhone client. These options will only be available from within the 3CX Management Console.
  • Show Call Recordings / Allow Deletion of Recordings - Adds the management of call recordings, allowing the user to manage their call recordings.
  • Configure default phone mode to use in the 3CXPhone for Windows - Configure which phone mode (Softphone or CTI) must be used by default.
  • Default Startup Screen - Sets the default appearance of the phone to the dial pad or the presence screen.
  • Use 3CX Tunnel for remote connections - Configures 3CXPhone to use the 3CX Tunnel for the Out of Office connection to 3CX Phone System rather than connecting directly via STUN/SIP port of the pbx.

3CXPhone for Windows, Mac, iOS and Android have the ability to reprovision automatically. By default, Windows, Mac and Android clients will retrieve their configuration file every time they are started. This means that any setting you make in the management console will be applied at the next startup of the client.

Phones node

The administrator can review all connected users that are using 3CXPhone from the 3CX Management Consoles’ “Phones” node. This shows all the users who are currently logged in and using 3CXPhone, including their IP and the client version/type they use. If the extension is not listed in the 3CXPhone Clients tab, the client is not currently connected.

Updating 3CXPhone for Windows and Mac

Updates to 3CXPhone for Windows and Mac are deployed automatically via the 3CX Phone System Server. When a new update is available on the 3CX Website, the 3CX Phone System Server downloads the update for 3CXPhone then notifies the users. If a user has an out-dated 3CXPhone, upon starting it they will be shown a message informing them that a new version is available:

Once the user accepts the update, the downloader will start and download the new installation of 3CXPhone. After the file has finished downloading, the new client will be installed automatically and 3CXPhone will restart on its own to complete

Updating 3CXPhone for iOS and Android

The Android and iOS clients update automatically through the Google Play store and the Apple App Store (depending on whether automatic update is activated) when they detect a newer version of the client online.

See Also

You might also be interested in:

Ask a Question

Please only post questions in regards to the document you are currently reading.
Technical support or pre sales questions must be posted via the support or sales channels and such comments will be deleted. Thank you for understanding

Leave a Reply

  1. Christian Ball


    I just wanted to clarify with the mobile app does it make/receive calls via mobile data e.g. 4G or does it require a WiFi connection.

    We are looking at this client as a means of remote users being able to call out and receive calls to a mobile phone over mobile data.

    Is this possible, if you could send any info on this that would be great!

    Thanks for your help on this!

    August 7, 2015 at 1:37 pm Reply
    • Charalambos Eleftheriou

      @Christian, Thanks for the question. Yes 3CXPhone works over 3 and 4g connections. We don’t have any specific documentation for this but as long as there is an internet connection on the phones or the computers then the 3CXPhone will work the same way as they do on wifi connections.

      August 7, 2015 at 2:56 pm
  2. sabrina

    Hello I recently got a job and I am totally lost as to what to do I have all the info that the employer has placed on the 3cx for me but, when he pushed ok for them it says it cant connect.
    My net is connected I have direct connect on the one I have the 3cx on and I also have wifi I read you could not use wifi with it.
    I have done everything I can and he said that my net provider could have blocked it is that something that can be done my net is threw my local tele phone company.
    I have a 64 bit system
    8gb of ram
    intel i7 cpu
    windows 7 I down graded to see if that was the issue it was not
    1tb hardware
    5 meg internet and it is high speed
    I am at a lost of what to do and in order to work I need this to work if you can please get back to me soon I really need the help thank you Sabrina spivey.

    August 9, 2015 at 4:36 am Reply
    • Charalambos Eleftheriou

      @Sabrina, Did you provision your 3CXPhone using the attachment in the welcome email? Wifi connection is fine to use. You may need to ask your IT / 3CX Phone System administrator or reseller for some help as it sounds like there may be a need for someone with networking experience to have a look at this for you.

      August 9, 2015 at 8:38 am
  3. Gary Haberl

    I have 2 phones with the same extension. One at home, one in the office.

    How do I use the 3CXPhone with both of them. The issue I have is when I “Dial” using the 3CXPhone, my office phone is the one that always dials. The one at home does not dial from the 3CXPhone.

    Both phones work though if you dial from the phone.

    August 25, 2015 at 2:37 am Reply
    • Charalambos Eleftheriou

      @Gary, Thanks for the question. When you have more than one IP Phone configured on the same extension and then use your 3CXPhone for Windows (also on the same extension), then you try to switch into CTI mode you will be asked which of the IP Phones to use for CTI. Once you choose the phone you will use that IP Phone until you restart your 3CXPhone for Windows.

      August 25, 2015 at 10:15 am
  4. kennedy

    helo.. please I just installed the 3cx console and login details is required but I don’t have any. Please how can I get myself a usename and password. thanks

    September 22, 2015 at 11:29 am Reply
    • Charalambos Eleftheriou

      @Kennedy, thanks for the question. The login details to access the 3CX Phone System Management Console are the ones you specified during the installation of 3CX Phone System.

      September 23, 2015 at 11:13 am
  5. Denis MERCIER

    I installed the 3cxphone on iPHONE in french version, the menu is well in french but the alerts are in English, “Incomming call from” versus “Appel entrant de “.
    What parameter do I have to modify?

    September 30, 2015 at 4:46 pm Reply
    • Charalambos Eleftheriou

      @Denis, thanks for the question. The message for the incoming call is sent by the PBX, it can not be changed on the iPhone to reflect the language that the phone is set to.

      October 5, 2015 at 9:10 am
  6. Hi,

    I tried installing my 3cx phone in android. It works fine with my Local LAN. But when i used 3G, it seems my phone with 3cx cannot register to the PBX in remote location. I already open certain port and I try also tunnel setup. I just can figure out what was wrong with my setup.


    February 21, 2016 at 8:09 am Reply
    • Its because your IP/FQDN/Firewall is not correctly configured. For support please contact your reseller or for community support post to the forums.

      February 21, 2016 at 10:13 am
    • James Christian a BSIT Student.. I just want to ask if I installed the software based IP pbx on windows.. then i used my android mobile as a sip client.. is it possible to make a call by only connecting on wifi/ wireless LAN network ? (without internet, 3g , 4g etc ) please help.. I need it for our project..

      March 29, 2016 at 7:56 pm
    • Charalambos Eleftheriou

      @James, You can make calls to other internal extensions configured within your PBX using wifi on your Android to connect your 3CXPhone to your PBX. Same goes for making external calls if you have configured VoIP providers within the PBX in order to communicate with the outside world, see the guides under this link for more details:

      March 29, 2016 at 9:17 pm
  7. Greg

    Hello, there is a way to “download” or “generate” the config file (attachment) off Welcome Email when we cannot have a mail server ?

    March 3, 2016 at 9:29 am Reply
    • Charalambos Eleftheriou

      @Greg, you may find the the config files in XMl format within this directory on your 3CX Phone system server: C:\ProgramData\3CX\Instance1\Data\Http\Interface\provisioning\PROVFOLDER\TcxProvFiles, where ‘PROVFOLDER’ is your 10 digit provisioning folder. You will need to copy the XML files and rename the extension from .xml to .3cxconfig. You can then use them to provision your 3CXPhone clients.

      March 29, 2016 at 3:14 pm
  8. kong

    I have install 3CX system version 14.0 , 3CX soft phone version 14 and Yealink T19 E2 also run as CTI mode.
    I have a problem it can not press “Answer” on 3CX soft phone but can be “Decline” when specify IP Adddress class if i have change ip address on yealink t19 e2 from 172.2.138.xx/24 to 192.168.1.xx/24 the 3CX softphone can be “Accept call” on CTI mode.
    What IP Address Subnet for 3CX support on CTI mode?
    What are you have suggests?
    Thank You.

    My System Environment for Test.

    Windows 2012 Server
    3CX system version 14.0 >>IP Address
    3CX soft phone version 14.0 >>IP Address
    Yealink T19 E2 >>>>IP Address

    March 10, 2016 at 5:37 am Reply
    • Charalambos Eleftheriou

      @Kong, for CTI to work everything needs to be on the same lan and if using subnets they must have full communication between them. If you need further assistance please open a ticket with our support team to look into this for you.

      March 10, 2016 at 10:56 am
  9. Robert Welbourn

    Can the 3CX be used as a stand-alone SIP client? It certainly used to be the case, but I can’t find a way of adding an account in the latest Mac client.

    June 23, 2016 at 6:48 pm Reply
    • Charalambos Eleftheriou

      @Robert, 3CXPhone clients will only connect to 3CX Phone system.

      June 23, 2016 at 9:00 pm
  10. Mike

    I have installed 3CXPhone for Android, it is registered with the PBX and can receive and answer calls, but shows DISCONNECTED. It keeps trying to connect, but can’t. I can NOT make calls from it either.

    Have forwarded all the required ports.

    Firewall Checker passed.

    This is what I get in the Activity Log: PBX has dropped a message with ‘User-Agent: VaxSIPUserAgent/3.1’ from IP because it is on blocked UAs list

    I don’t know what it means and how to address it.

    I tried to Re-provision the 3CXPhone from its Advanced Settings and I get this: Provisioning Error Cannot contact provisioning server because of a network issue.

    I don’t know if this Provisioning Error means anything?

    I need guidance please, on how to fix this issue.

    Thank you.

    July 3, 2016 at 5:40 am Reply
    • Mike K

      I have this same issue with the softphone switching between Connecting and Disconnected. The whole time I am also able to receive calls.

      September 23, 2016 at 1:33 am
  11. Carlos landa

    I installed an extension on my iphone 3CXphone but I lose yhe account in a couple of days. How do I mantain the aacount.

    July 18, 2016 at 7:12 pm Reply
    • @Carlos – we never had a report like this. Best open a support ticket because once provisioned the account must remain there.

      July 18, 2016 at 9:53 pm
  12. Chris

    Hi, I use 3cx for work. I m currently in Cyprus and when I use it through my data, I get the error Call failed, Unsupported Media Type. It works ok when on wifi.
    My ISP is MTN, I have an android nexus phone.

    July 19, 2016 at 10:31 pm Reply
    • unsupported media type means that the codec you are using does not match the codec of the person you are calling.
      If you want to solve this you have to edit the extension from the management console > Options > Troubleshooting and enable the checkbox “PBX Delivers audio”

      July 20, 2016 at 12:26 pm
    • Chris

      @Nicky, PBX Delivers audio is already enabled. Could it be my Service Provider blocking any port that 3cx is using? Did you have any similar problem lately with that specific Provider(MTN) in Cyprus?

      July 20, 2016 at 6:46 pm
    • Andreas Christodoulou

      @Chris Enable tunnel , MTN is redirecting everything from port 5060 to their server .

      July 21, 2016 at 10:34 am
  13. Chris

    @Andreas Thank you . That fixed it.

    July 28, 2016 at 6:45 pm Reply
  14. Hi there,

    we’re running 3cx V14 SP3 and are rather happy with it. However, the iOS apps occasionaly lose their memory, i.e. configuration data is lost and the users need to retrieve the welcome-mail again in order to run the provisioning file.
    Is this a known issue? Does any of you have any suggestions how to mitigate that?


    August 18, 2016 at 3:57 pm Reply
    • Charalambos Eleftheriou

      @Marc, This would be due to the fact that the iPhone has less that 10% free space remaining on the device. Check your remaining free space and make more room on the device.

      August 18, 2016 at 4:49 pm
  15. Carl Geesin

    Hello I am wanting to set up and use this 3cx app on an iphone6. I have downloaded it and I can open the app but I haven’t received an email to allow me to create an account and if I press (Request Welcome Email) nothing happens. Any help you could offer is much appreciated.



    September 29, 2016 at 1:39 pm Reply
    • Check email settings to ensure that emails can be delivered. This part works perfectly so if you are not getting your emails when you press this button, then it means there is a networking issue (smtp blocked) or Smtp issue with mail delivery.

      September 29, 2016 at 1:42 pm
    • carl

      OK thanks where does it get the email address to send it from? Is it the one registered to the Iphone or is there a place within the app to enter it?

      September 29, 2016 at 5:31 pm
    • It is the email address you configure at the Extension Level. Login to the management console, Extensions > Edit Extension > User information section > Email. To the email configured there.

      September 30, 2016 at 11:49 am