How to Install and Provision the 3CX client for Windows
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How to Install and Provision the 3CX client for Windows

Installing the 3CX Client for Windows

On this topic

Installing the 3CX Client for Windows

Introduction

System Requirements

Installing the 3CX Client for Windows

Settings

Quick Menu

See also

Introduction

The 3CX client for Windows allows you to work from anywhere and manage your calls from your computer. With just a few mouse clicks you can easily launch and transfer calls, create audio and video conferences, view the presence of your colleagues, work remotely and much more. The 3CX client for Windows installation is ever so easy! There’s no need to call your IT Administrator to come and help you. Just follow the instructions below and you’ll be up and running in no time.

System Requirements

The 3CX client for Windows is supported on the following Windows versions:

  • Windows 7
  • Windows 8
  • Windows 8.1
  • Windows 10
  • Microsoft .Net 4.5.2

Installing the 3CX Client for Windows

  1. Download the latest version of the 3CX Client for Windows.
  2. Open the Setup Wizard to begin the installation.
  3. Select the option “I accept the terms in  the Licence Agreement” to proceed.
  4. Leave the default installation path, click “Next” and then “Install.
  5. A message will appear informing you that the installation has been successful.
  6. Now you need to configure the client. To do this, double-click on the configuration file attached to your 3CX Welcome Email. Note: This email was sent to you when your extension was created. If you cannot find it, please ask your administrator to resend it. Once configuration is complete, you will see the Available status on the left upper corner and On Hook in the dial screen. You can now start making calls.

Following the configuration completion, your client will start in one of two modes:

  • CTI mode: Control your deskphone from your desktop using the client. You can make and receive calls on your deskphone as well as remotely initiate, transfer and create conference calls (an IP Phone is needed).
  • Softphone mode: Make and receive calls on your computer (no IP Phone is needed).

If you have an IP Phone, then you will be able to toggle between the two modes. To change between the two modes click the icons highlighted in the images above and choose the desired mode.

When switching to CTI mode, if the message below appears, contact your administrator.  

 

Settings

Once the installation and provisioning is completed you can personalize your 3CX client by clicking on the Settings  icon. In this section, you can set your forwarding rules, audio and video options or even change your theme. Let’s have a closer look at the options provided below:

  1. Call Forwarding: Configure your forwarding rules. Is your mother calling you for the 3rd time? Just set a forwarding rule for her number to be automatically forwarded to your voicemail and call her back later. For more information and details read the Forwarding Rules chapter.
  2. Configure Accounts: 
  • From within this option, you can select which extension you are going to use (active), in case you have more than one provisioned.

 

  • Double click on the account in order to access the account details and Advanced Settings. IMPORTANT: Do not modify these settings unless you are advised to do so by your administrator.
  1. Recordings: Record a conversation or conference and manage your recordings. No one can tell you that there was a miscommunication once you play back the recording. For more information, read the Recording chapter.
  2. Audio Options: From here you can specify your Audio options and devices. Usually the default settings are exactly what you need but in case you need to change something, here’s how:
  • Audio Options provides you with 3 choices:
  • Echo cancellation: When enabled, it will minimize any echo heard during calls
  • Silence Detection: When enabled, 3CX client will conserve bandwidth by not sending data when detecting silence. This might impede quality when enabled.
  • Microphone Gain: If the other party cannot hear you clearly, you can increase your microphone gain to amplify the volume of your voice.
  • Audio Devices are set by default to “Primary Sound Driver.”
  • Microphone: Select the microphone  from which the 3CX Client will receive the audio.
  • Speaker: Select the device you will be using to hear.
  • Ringing: Select the destination from which you will hear the 3CX Client ringing.
  1. Video Options: From here you can specify your Video options and devices. In particular:
  • Video Options:
  • Enable Video: Select whether you want the video to be enabled or not.
  • Video Resolution: Select from the drop down menu the optimal resolution for your video.
  • Frames per sec: Select from the drop down menu how many frames per second you would like to record.
  • Bandwidth: You can select the desired bandwidth usage regardless of the frames per sec. This will solve all issues arising when increasing your frame rate. Automatically the bandwidth used by Video increases as does the load placed on your Internet connection. Even if your camera supports a high frame rate, your connection speed may prevent you from sending or receiving video at a high frame rate.
  • Video Devices: Select which camera you want to use in case you have more than one installed.
  1. Hot Keys: The Hot Key functionality allows you to use pre-defined keyboard shortcuts for controlling your 3CX Client. How cool would be to be able to answer your phone just by pressing Alt + A on your keyboard? For more information on how to use and set up this functionality read our Making Calls Using Hot Keys chapter.
  2. Advanced Settings: From here you are prompted to:
  • Behavior: Gives you 3 additional features:
  • Focus: If enabled, the 3CX client will pop up in front of whatever application you are using when an incoming call is received.
  • Transfers using Drag and Drop: You can select the default transfer method when you Drag and Drop an active call.
  • External Application: This option is used to enable and control communication between the 3CX Client and 3rd party applications. Find out more on 3CX Application Partners.
  • Language: Select one of the 13 languages in which your 3CX Client interface will be displayed. The application must be restarted for the changes to take affect.
  • Auto Answer: When enabled the incoming calls will be automatically answered by the client. This is available only in Softphone mode. 
  • Integration: CRM Integration gives you the ability to use your CRM system seamlessly with the 3CX Client. There’s no need to have your 3CX client and CRM system running simultaneously. We have more than 10 application integrations available right now with many more to follow. Find out more on how to enable and use this functionality here.
  • About: Find out which version is being used.
  1. Themes: You can choose your between the following themes: Black, White, Grey and Default. Moreover, you can “Set your Custom Image (270x80 pixels)” to appear on your client. The image is automatically resized.

  1. Re-register: If your client is having difficulties connecting to your PBX or is not registering, you can select this option to automatically re-provision the 3CX Client.
  2. Request Welcome Email: This option is useful in case you cannot find the original Welcome Email and you want to retrieve information such as your voicemail number, PIN or other useful information provided within the e-mail.
  3. Import Contacts: How to import contacts from integrated accounts such Office 365 or Google. Read the Using the phonebook chapter for more details and information.  
  4. Exit Client

Quick Menu

Working quickly and efficiently is a top priority in all companies. Everyone using a PC or smartphone creates a quick menu or shortcuts of the features we use mostly. The 3CX Client for Windows offers just that. The available features included cannot be changed nor modified:

  1. Add contact
  2. Start a webmeeting
  3. Show BLF side panel
  4. User View
  5. Receptionist View
  6. Q-Manager View
  7. Manager View
  8. Wallboard View
  9. Configure Accounts
  10. Audio Options
  11. Themes
  12. Re-register
  13. Request Welcome Email
  14. Exit Client

All of the above features are extensively covered in the “Settings” section of this document, or in the respective chapters of the User Manual.

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. Paul Garcia

    I have a paid for 3cx system. How can I tell what version I have?

    Thanks

    November 19, 2015 at 6:37 pm Reply
    • Charalambos Eleftheriou

      @Paul, thanks for the question. When you access the management console and are on login page you will see a line that states the version at the bottom of the login box.

      November 19, 2015 at 6:45 pm
  2. Hi I have just installed 3CX phone system V14sp1. passed the Firewall checker test, registered and activated the license, created extensions and received the emails. I installed the 3CX softphone for windows on the client PC’s and doubled clicked the attachment. My issue now is; the phones are configured with the correct extensions “on Hook” but not available. I can also see the phones listed from the Management console. If I try to call one of the extensions I get “Call Failed, Destination not found”

    November 20, 2015 at 4:29 pm Reply
    • Charalambos Eleftheriou

      @Mark, Thanks for the question. Due to the limitation of these in page comments we are unable to offer direct support for issues that require investigation to resolve. Please contact your 3CX reseller/partner or distributor to open a ticket with our support team so that they can look into this for you.

      November 20, 2015 at 5:14 pm
  3. Jan Noel

    I was able to receive the welcome email but there is no attachment in it. please help me. thanks

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

      @Jan, thanks for the question. Please check that your email software is blocking the attachment and ask your 3CX Phone System administrator to re-send you the welcome email.

      November 25, 2015 at 4:57 pm
  4. Susan

    I’m already using this on my desktop, but want to be able to use same extension on my laptop when I leave the office. How do I do this?

    December 8, 2015 at 8:41 am Reply
    • Charalambos Eleftheriou

      @Susan, thanks for the question. To install and provision a 3CX Phone on your laptop, simply request a welcome email by going to the settings of your current 3CXPhone client and click ‘Request Welcome email’. Open the welcome email on your laptop and download 3CXPhone using the links provided. Install it and provision by double clicking the config file attached to the email.

      December 8, 2015 at 3:47 pm
  5. Bart Crommen

    Hello,

    We’ve rolled out 3CX phone in our organisation.
    Opening the attachement configs the softphone.
    But after restarting the computer, the settings are lost.
    We need to open the attachement again to congigure the softphone.
    How can we make sure the settings are saved?

    Kind Regards,

    Bart

    December 17, 2015 at 9:04 am Reply
    • Charalambos Eleftheriou

      @Bart, thanks for the question. When you provision a 3CXPhone for Windows make sure that you exit 3CXPhone at least once before shutting the computer down. This way the config will be held.

      December 18, 2015 at 8:45 pm
  6. Avay

    I installed 3CX – 14 in my windows 10 pc. It shows my status as ‘Not connected’. Sometime it aslo shows “This client is not compatile with the current version of 3cx phone system. 3cx phone sstem version 14 updated with the latest service pack is required.”

    January 9, 2016 at 11:34 am Reply
    • Charalambos Eleftheriou

      @Avey, Thanks for the question. Due to the limitation of these in page comments we are unable to offer direct support for issues that require investigation to resolve. Please contact your 3CX reseller/partner or distributor to open a ticket with our support team so that they can look into this for you.

      January 11, 2016 at 2:14 pm
  7. Brian

    Will v 14 of the phone work with version 12.5 server?

    January 15, 2016 at 10:31 pm Reply
    • Charalambos Eleftheriou

      @Brian, thanks for the question. The version of 3CXPhone needs to be the same as the version of your 3CX Phone System.

      January 15, 2016 at 10:35 pm
    • Brian

      Then please do us all a favor and continue to provide links to older versions of the phone client. Not everyone upgrades the server immediately upon release.

      January 15, 2016 at 10:40 pm
  8. Meenu Sahu

    Hi Team,

    I had donwloaded the 3CX softphone free. when i ran the set up the sip phone got installed succesfully but i haven’t received any welcome email with attachment which i can download and can configure the account. Plz send me the email at my above stated email ID.

    February 4, 2016 at 11:53 am Reply
    • Charalambos Eleftheriou

      @Meenu, Please ask your 3CX phone system administrator to send you the welcome email containing the config file to provision your phone with and connect to your 3cx phone system.

      February 4, 2016 at 12:39 pm
  9. VDS

    Windows Phone 8 support?

    February 11, 2016 at 2:36 pm Reply
    • Charalambos Eleftheriou

      @VDS, There is a 3CXPhone for Windows 10 mobile available that is in Beta stage, it is not available for Windows 8 Mobile though.

      February 12, 2016 at 7:05 am
  10. Daniel

    The 3CX Soft Phone for Windows 14 app is continually asking for which model IP phone to select (if there are more than one assigned to the extension).

    Is there a way to have one selected by default?

    February 24, 2016 at 5:48 pm Reply
    • Charalambos Eleftheriou

      @Daniel, thanks for the question. You will always be asked to choose which IP Phone to connect to when switching your 3CXPhone for Windows to CTI mode, if you have multiple IP Phones configured on the same extension.

      February 24, 2016 at 7:21 pm
  11. danial Mohammadi

    hello, I installed the program, but I didn’t receive an Email with subject : Welcome to 3CX Phone System for Windows
    what should I do?

    March 11, 2016 at 10:13 pm Reply
    • Charalambos Eleftheriou

      @danial, the welcome email is sent from 3CX Phone system when your extension is created or can be sent again from the management console. Ask your 3CX Phone System administrator to send you the welcome email that contains the config file to provision your 3CXPhone with.

      March 11, 2016 at 10:16 pm
  12. Carlos Roa

    Can de 3CXphone be used directly with a IP gateway? like an asterix PBX?

    April 11, 2016 at 7:24 pm Reply
    • Charalambos Eleftheriou

      @Carlos, 3CXPhone requires 3CX Phone system, it can not be used with other PBX’s.

      April 11, 2016 at 7:30 pm
  13. pascal

    Do you send licence key for the free trial ?

    April 12, 2016 at 5:41 pm Reply
    • Charalambos Eleftheriou

      @pascal, With the free version of v14 without a key activated provides most of all of the pro features, its just restricted to 2 simultaneous calls so no demo key is required.

      April 12, 2016 at 5:49 pm
  14. Jonny O'Neill

    Using version 6 I can simply manually enter my SIP settings and everything seems to work. I’d like to do the same thing on version 14 for Windows and iPhone. I don’t believe we have a 3cx administrator or anything like that so there is no-one to request a welcome email or config file from. Is it possible to just manually set up the cient?

    April 19, 2016 at 7:52 pm Reply
    • Charalambos Eleftheriou

      @Jonny, With v14 you can push the config out from the Phones node within the management console to the 3CXPhone client or configure using the config file from the Welcome email. Who is in charge of looking after your system?

      April 19, 2016 at 7:55 pm
  15. luke holmes

    @Charalambos Eleftheriou
    i followed your instructions on how to exit the 3cxphone client once you have selected the correct ip phone you wish the cti software to control however it continues to nag me each time i log into the pc

    April 25, 2016 at 9:31 pm Reply
    • Charalambos Eleftheriou

      @Luke,Please see above reply.

      April 26, 2016 at 2:05 pm
  16. Belle

    We have the 3cx system but wanted to use the web meeting. i can’t seem to find the welcome email link for the web meeting. I can only conduct an instant web meeting via the 3cx tool installed on the pc.

    May 19, 2016 at 5:09 am Reply
  17. Peter

    Hi there,
    Is it possible to set the destination for Audio Devices for 2 outputs?
    Eg, if you have a trainee listening to your call, can the audio be heard on 2 different USB headsets?
    Thanks.

    June 4, 2016 at 3:46 am Reply
    • Charalambos Eleftheriou

      @Peter, You can only listen on one headset as 3CXPhone can only be configure with one audio device.

      June 8, 2016 at 12:25 pm
  18. Rafi

    Hi
    i just want to get 3CXPhone could you please explain me how much is it and how much value gave me back so could you send me offer

    Thank you

    June 22, 2016 at 3:49 pm Reply
    • Charalambos Eleftheriou

      @Rafi, 3CXPhone requires 3CX Phone system. For information on this please contact sales@3cx.com or you can call them directly using the number for your region found here: http://www.3cx.com/company/contact/

      June 22, 2016 at 4:21 pm
  19. John

    Hi,

    In Version 12, I could enable “Keep Alives” under Settings-General-Global Options.

    Where can I find this in Version 14 ?

    Regards,
    John

    June 24, 2016 at 7:57 pm Reply
    • Charalambos Eleftheriou

      @John, This setting can be found under Settings > Network > Firewall.

      June 24, 2016 at 8:58 pm
  20. Matthew Pellegrino

    Where can I download the v15 softphone?

    July 12, 2016 at 11:24 pm Reply
  21. Hi, 3CX running Windows 10 Phone. Once the phone activates the lock screen 3cx is not connected any longer. Any idea about settings in 3cx or Windows 10 Phone OS? App Version 14.0.44619

    August 3, 2016 at 6:09 pm Reply
    • @Carsten When the phone is locked, the app should sleep. It is normal for all apps to work like this to conserve battery on mobile devices.

      August 4, 2016 at 4:32 pm
  22. Chris K

    Hi, on the new v15 client it seems to be going to ‘Softphone’ mode by default, and not CTI. If I select CTI mode, and then restart the app, it switches back to softphone. Any ideas?

    August 11, 2016 at 10:18 am Reply
    • Set the correct options in the management console because start up provisioning is resetting phone side options.

      August 11, 2016 at 1:40 pm
  23. Charalambos Eleftheriou

    @Davide, V12 is no longer supported therefore v12 is longer available for download. Please upgrade to a supported version of 3CX Phone system, either v12.5 or better still v14.

    November 9, 2015 at 10:54 pm Reply
  24. Nigel

    Thank you for Information, this has worked perfectly now.

    thanks
    Nigel

    November 16, 2015 at 6:31 pm Reply
  25. ben

    I am trying to register my account with the 3cx windows soft phone.i know my SIP Account details from my SIP Server but it cannot register.What can be the issue?

    January 11, 2016 at 5:39 pm Reply
  26. Charalambos Eleftheriou

    @Ben, thanks for the question. Ask your 3CX Phone System administrator to send you the welcome email for your extension that contains a config file which you can use to provision your 3CXPhone.

    January 11, 2016 at 5:52 pm Reply
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