The 3CX Windows Client

As a native app the 3CX Client for Windows allows you to manage your phone calls, video calls, chat messages and more, directly from your Windows desktop! Open the side menu to configure your settings and access advanced call management features including Queue Manager, Wallboard and Receptionist view and BLFs. 

Install the client to get started

  1. Login to your Web Client and go to “Apps > Windows App.”
  2. Press “Install” to download the client and run the execution file.
  3. In the setup wizard, accept the License Agreement terms and continue to install.
  4. To start using the 3CX Windows Client you need to run the configuration file.
  5. “Download” the configuration file from the “Web Client > Apps > Windows App pop-up” and open it.
  6. Your extension will be automatically configured and your status will appear as “On Hook”.

IP phone or softphone - whatever works for you

You can easily switch between “Softphone” and “CTI” mode from the phone selector beneath your name and status.

softphone cti mode

  • Softphone: Allows you to make and receive calls through your PC or laptop without the need for a deskphone
  • CTI: CTI mode enables you to make and receive calls from the deskphone, as well as control the device through the app. View supported IP phones.

Manage your status

Status is a great way to inform colleagues of your availability and view who is on hand to take your calls.

  1. Simply click on the status selector beneath your name and choose from Available, Away, Do Not Disturb, Lunch, and Business Trip.
  2. Click the arrow next to the status to customize with a message and call forwarding options.

Making a call

The phonebook enables you to effortlessly locate extensions by searching with name, number or email address, or simply enter external numbers via the dialpad. Click call and that’s it!

What’s more, during a call you can seamlessly perform various functions with just a mouse click.

  1. “Transfer” will transfer the call without the need for you to speak to the receiver, a “Blind Transfer”.
  2. “Att.transfer” will transfer the call after you first speak to the receiver to see if they accept the call, an “Attended Transfer”.
  3. “Conference” allows you to create an ad hoc conference call, adding more participants to join the conversation.
  4. “Rec” allows you to record your conversation.
  5. Video will elevate your call to a video call with the additional option of screen sharing.

Create or Schedule a Video conference

While creating your “Conference”, you can easily choose between two types of video conference: Video conference or Webinar.

To change the video conferencing profile in the Windows client:

  1. Click the Settings Settings Button button.
  2. Choose between Video Conference Profile or Webinar Profile.”
  3. There are default settings for each profile, but you can adjust them as per your preferences. You can specify:
  • Participants Rights: Audio, Video and Chat.
  • Meeting options: Co-host: Allow Participant Control, Meeting starts once organizer joins, Hide Names.

Customize your settings

Personalize your app experience in “Settings” where you can view and change audio and video options, forwarding rules and your app theme. You can also re-register your extension for any changes to take effect and request your “Welcome Email” to be re-sent.

  • “Status Configuration”: Configure forwarding rules and exceptions for different statuses.
  • “Configure Accounts”: Easily switch between different accounts - useful for hotdesking.
  • “Audio Options” & “Video Options”: Select your output and input devices, and configure advanced options.
  • “Hot Keys”: View and edit keyboard shortcuts to control your app.
  • “Advanced Settings”: Here you can change Behavior (such as bringing the app to front), Language, enable Auto Answer and view Integration options.
  • “Themes”: Change your theme or set a custom image.

See also

Last Updated

This document was last updated on 4th July 2023

https://www.3cx.com/user-manual/installation-windows/ 

Discuss this article