Make and Receive Calls using the 3CX clients
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06. Make and Receive Calls with the 3CX Client

Make and Receive Calls with the 3CX Client

On this topic

Make and Receive Calls with the 3CX Client

Introduction

Making Calls

Client’s keypad

Phonebook

Hot Keys (available for Windows)

Call History

Presence

Switchboard (available only for Windows)

BLF Panel (Busy Lamp Field)

Receiving Calls with the 3CX Client

See also

Introduction

The 3CX client allows you to manage your calls from your desktop or smartphone as well as making and receiving calls, even when you’re not in the office. Using just a headset the 3CX client can work as a complete deskphone replacement; with many more features: drag and drop calls for easy transfer, set hot keys, launch calls from your CRM and much more.

Making Calls

You can initiate a call in various ways with the 3CX client:

Client’s keypad

  1. To access the dial screen on your softphone press the  button next to the Search bar.
  2. From the dial screen on your smartphone client or softphone enter the number you want to call.
  3. Click on the Call button to make your call:
  • If you are in CTI mode, the number will be dialed on your IP phone (only for Windows)
  • If you are in Softphone mode, you will have to use your headphones and microphone to make the call.

Phonebook

Click on the Contacts  button in the bottom menu of your client. To make a call to any one of these contacts:

  1. Double click, right click or tap on the contact that you want to call.
  2. On the contact info screen select “Call.”

Read our chapter Using the 3CX Phonebook for more information on the phonebook.

Hot Keys (available for Windows)

You can also make a call using the Hot Key feature, which enables keyboard shortcuts such as copy and paste.

  1. Select the number you want to dial and copy it.
  2. Open the 3CX Client and click on the dial screen and paste in the number.
  3. Click on the Call button to make your call.

Call History

You were in a meeting, and you have missed a dozen calls. Call history may help you to sort out or prioritize calling back.

  1. Click on the Call History  button on the bottom menu.
  2. Find the call entry that you want to call back and double click or tap on the contact.
  3. To access Contact Details and select the action press > on PC and Android, otherwise tap on the contact.

You can refresh or delete the call history by clicking on the ,  buttons at the bottom. You can also delete an entry by accessing the Contact Details.  In Android you can delete the Call History by pressing the “X” icon on the top menu. You cannot delete Call History entries from the iOS client.

Presence

There is no reason to keep calling or transferring calls to an extension that is not answering! By viewing the presence screen, you can see whether the person you are reaching for is available, at a meeting or even at lunch.

  1. Click on the Presence  icon.
  2. Select or search the desired contact. Press on the contact and then click “Call” to perform the action. In Android just tap on the desired contact and the call will be initiated immediately.
  3. For more actions you can press the > on PC, Android and iOS or right click on Mac.

For more information regarding the Presence function, read the chapter Using Presence/Status with 3CX.

Switchboard (available only for Windows)

The Switchboard is an expanded presence screen which offers more functionalities than a regular presence screen with more views to choose from such as the Wallboard and Manager views.

  1. You can access the Switchboard by clicking on the icon , or from the quick menu.
  2. Double click on the desired contact to make the Call.

BLF Panel (Busy Lamp Field)

The 3CX client for Windows also includes an integrated BLF panel. It works just like the BLF panel on your IP phone, a small light tells you whether an extension is busy or not and allows you to easily interact with these contacts. Think of it as your favorite and most-used extensions list. Learn more about the BLF feature in this chapter.

Receiving Calls with the 3CX Client

When you receive a call, the following screen will appear. Click Answer, Decline or Divert to Voicemail accordingly. With the Mac client you may also Divert the call to another extension without the need to answer the call.

 

Tips: 

  1. If you have the Focus feature enabled, on your Windows or Mac client, then the client will automatically pop up.
  2. If you have Auto Answer feature enabled, on your Windows or Mac client, then the client will automatically answer the call.
  3. When a call is received, the 3CX Client for Android and iOS use PUSH technology to wake up the smartphone when it is in sleep mode, thus saving battery life.

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. Michael Andrew

    I am using a Jabra Motion UC headset, and a Jabra Pro 930, with Jabra Direct software to make calls through the v14 Softphone. The audio is working fine but I cannot answer or end a call on the headset button, I have to click on Answer or End in the softphone. Please advise

    August 27, 2015 at 5:06 am Reply
    • Charalambos Eleftheriou

      @Michael, Thanks for the question. Please try to update the firmware of your headset.

      August 27, 2015 at 10:27 am
  2. Mary Furniss

    Hello, when I dial the number, it keeps ringing and ringing… even if the other side picks up the phone call. Is there something that I need to set up? Mary

    September 10, 2015 at 10:26 pm Reply
    • Charalambos Eleftheriou

      @Mary, Thanks for the question. Unfortunately due to the limitations of these in page comments it is not possible to offer you direct technical support. In order to investigate this we will need some information from your 3CX Phone System. Please contact your 3CX Phone System Administrator to open a support ticket with our support team and supply us with the support info generated from your system. We will then be able to check and see where the issue is.

      September 11, 2015 at 10:22 am
  3. Ye Zhang

    How can you make calls directly to a SIP address from 3CXPhone (soft phone mode)? I mean a direct call to a SIP address like alice @abc.sip.twilio.com

    I tried the above address with a registered 3CXPhone (registered to Virtual 3CX PBX) but it does not work. The error is: “Call failed, destination not found”.

    The server activity log shows:

    25-Sep-2015 03:16:07.700 [Flow] Target endpoint for aliceabcsiptwiliocom can not be built!

    September 25, 2015 at 3:20 am Reply
    • Charalambos Eleftheriou

      @Ye Zhang, thanks for the question. Unfortunately this is not possible.

      September 28, 2015 at 5:21 pm
  4. Justin Bartved

    Hi Guys, I am using 3cx phone and recently update to yosemite. Until then if I clicked on a hyperlink Phone number it would default open with 3cx. Since updating it has reverted to FaceTime. How do I set 3cx back as my default app?

    September 28, 2015 at 2:38 am Reply
    • Charalambos Eleftheriou

      @Justin, thanks for the question. The ‘tel protocol’ that is used for this has been updated on your System and requires a great deal of modification in order to change. If you have a support contract with us please open a ticket with our support team or contact your 3CX partner/distributor in for them to open a ticket on your behalf.

      October 4, 2015 at 1:02 pm
  5. ruby

    hi,i just wanna ask how can i start making calls using 3cx.thank you

    December 9, 2015 at 4:43 am Reply
    • Charalambos Eleftheriou

      @Ruby, thanks for the question. 3CX Phone requires a connection to 3CX Phone system. If this is the case then please ask your 3CX Phone system administrator to send you the welcome email which contains a configuration file which you can use to provision your 3CXPhone.

      December 9, 2015 at 3:15 pm
  6. Aditi Jhaveri

    Hi, I’m using ver 6.0.26523.0 of the 3cx phone system. I am not able to receive any calls. Even if the phone rings, as soon as I press the green button, all the options to answer the phone disappear and the phone keeps ringing. Also, the missed call list always shows empty even though the call got missed.Is it because I’m using an older version? or is it because of my laptop? (HP-15-r248tu)

    March 30, 2016 at 12:41 pm Reply
    • Charalambos Eleftheriou

      @Aditi. Thanks for the question. Unfortunately due to the limitation of these in page comments we are unable to offer direct support for issues that require investigation to resolve and can not provide much in the way of support anyhow as this is a very old unsupported version. You will need to get on the latest supported version in order to gain support from our support team if you where to go down this route. You may ask this question in our user support forums, Please find our forums here: http://www.3cx.com/forums/

      March 30, 2016 at 2:21 pm
  7. Reed Mitchell

    I have downloaded the android app and pc program for my phone service. I have also downloaded the executable files. The programs recognize me but I cannot call using any of the methods described above. My VOIP works 4.0. Please help.

    May 10, 2016 at 10:35 pm Reply
    • Charalambos Eleftheriou

      @Reed, Do you have a 3CX Phone system? 3CXPhone clients can only work when connected to a 3CX Phone system.

      May 10, 2016 at 10:42 pm
  8. Mike

    I am using 3CX v14 on a Windows 10 PC and have installed 3CXPhone for Android on a Nexus phone. The 3CXPhone is registered with PBX and can receive calls when a caller calls the PBX and enters the assigned extension, but the 3CXPhone shows DISCONNECTED and I can NOT make calls from it.

    I have configured Android PUSH and it works.

    I have all the required ports forwarded, as shown here: http://www.3cx.com/blog/docs/ports-used/

    What can I do to fix this?

    Thank you.

    July 1, 2016 at 9:53 pm Reply
    • Charalambos Eleftheriou

      @Mike, seems you may still have firewall issue, run the firewall checker from the PBX to check your config.

      July 2, 2016 at 12:08 pm
  9. Andy

    Hi, I am having issues to run the latest version (15) of 3CXPhone for Windows. It is somehow not starting. In taskmanager I can see for short the exe file running and then it closes after only a few seconds. There is no error message shown at all. Version 14 is running fine. I use a Windows 7 OS. Any idea?

    October 18, 2016 at 11:57 am Reply
    • @Andy This happens when your configuration file for somereason got corrupted. Either your machine rebooted suddenly and left the file unsaved.
      To fix this problem go to “C:\Users\\AppData\Roaming\3CXPhone for Windows” delete 3CXPhone.xml and rename 3CXPhone.xml.back to 3CXPhone.xml. Start the phone.
      If it exits again go again to “C:\Users\\AppData\Roaming\3CXPhone for Windows” and delete 3CXPhone.xml then you reprovision again.

      October 19, 2016 at 11:31 am
  10. Sharon Haines

    Everytime my 3cx client starts up on my PC, it defaults to softphone which I don’t want and I can’t figure out how to change the default to deskphone, please can you assist ? I have version 15.0.59381.0 of 3cxphone
    Thanks.

    November 25, 2016 at 10:33 am Reply
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