How to Transfer Calls with the 3CX clients
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07. Transferring Calls with the 3CX Client

Transferring Calls with the 3CX Client

On this topic

Transferring Calls with the 3CX Client

Introduction

Blind Transfer

Attended Transfer

Other Features (available for Windows)

Drag and Drop

BLF Panel (Busy Lamp Field)

See also

Introduction

Knowing how to transfer a call is a necessity when you are working in an office; we have all received calls meant for another extension. Transferring the call will allow you to avoid having to ask the caller to call back; improving their user experience, your customer service, and the efficiency of your team. The 3CX client allows you to seamlessly and easily transfer calls to other users. There are two ways to transfer calls:

Blind Transfer

With a Blind Transfer you can transfer the call without notifying the recipient.

  1. While in a call, click on the Transfer button .
  2. You can select a contact by:
  • Typing or tapping the number or the name of the contact you want to transfer the call to. The 3CX client will filter your contact list and suggest users/extensions (only in Windows).
  • Press the Phonebook, Presence, or Call History tabs and select the desired contact.

  1. Click on the Transfer  button to transfer the call. The call will be transferred as soon as the recipient accepts the call or you press “End.”

Attended Transfer

With an Attended Transfer you are able to notify the recipient before transferring the call. During this time, the caller is on hold and the transfer is completed only when the recipient agrees to accept it and you hang up. To perform an attended transfer:

  1. While in a call, click the Att. Transfer button .
  2. Dial the number or name you want to transfer the call to, or select a contact from Presence, Phonebook or Call History, click the “Call” button and announce the caller waiting on the line. The line on hold will be marked as orange while the active line is marked in green.
  3. After confirming that the recipient wants to take the call, click the Transfer button , hang up, and the call will be transferred to the recipient.

Other Features (available for Windows)

Drag and Drop

This feature is a great help, especially for receptionists. In the Receptionist view, you can transfer a call just by using drag and drop.

BLF Panel (Busy Lamp Field)

The 3CX client 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 transfer calls. Think of it as your favorite and most-used extensions list.

Go to the “Quick Menu” and select the “Show BLF side panel.” The BLF’s are set by your administrator. The procedure is the same as described above, but instead of typing the number or the name of the recipient you just click on the desired extension from the BLF panel. Important: If you have installed the v15 SP1 commercial editions only, you will be able to configure the BLF from your client by pressing the right click on the desired button. For more information go here.

See also

You might also be interested in:


Ask a Question

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Leave a Reply

  1. Brian LaValliere

    How do you get the call back if the recipient of the attended transfer does not want to take the call ?

    August 5, 2015 at 7:52 pm Reply
    • Charalambos Eleftheriou

      @Brian, Thanks for your question. When your try to transfer a call the caller is put on hold, then when the person you are trying to transfer the call to does not want to take the call and replaces their handset, you simply press the resume button, on your phone, to retrieve the call.

      August 6, 2015 at 10:09 am
    • David Stewart

      Resume button? on Softclient? Don’t have a physical handset connected…

      August 12, 2015 at 7:45 am
    • Charalambos Eleftheriou

      @David, thanks for the reply, in this case when you transfer a call with a softphone the phone will switch to line 2 to transfer the call. If the person that your trying to transfer the call to does not want to the call and hangs up the phone, simply switch back the first line to resume the call.

      August 12, 2015 at 12:27 pm
  2. The blind transfer button is active, but the attended transfer isn’t. Where do i activate the att transfer button.

    Regards

    Harm Venema

    August 6, 2015 at 2:08 pm Reply
    • @Harm the attended transfer would be inactive because the phone is in a state that it cannot possibly make an attended transfer. Otherwise it would be enabled and available. There is no setting or option that enables or disables the attended transfer button. All types of transfers are enabled out of the box.
      How do you connect? Using CTI or Sip? What version of the phone system you are running?

      August 6, 2015 at 2:23 pm
  3. adam

    Hi there,
    Is it possible to transfer a call internally via the windows based 3CX to another 3CX user in the business?
    I am guessing if so, they need to be identified some how on the softphone?
    Thanks
    Adam

    September 3, 2015 at 1:16 pm Reply
    • Charalambos Eleftheriou

      @Adam, thanks for the question. The transfer buttons are as stated on the the document above. Simply follow the procedure above to transfer a call.

      September 3, 2015 at 1:57 pm
  4. Wes

    Is there a way to transfer a call directly to someone’s voice mail?

    September 24, 2015 at 6:15 pm Reply
    • Charalambos Eleftheriou

      @Wes, thanks for the question. You can transfer a call directly to an extensions voicemail by pressing Transfer > *4 then the extension number. *4 is the default dial code for connecting directly to the voicemail of an extension.

      September 25, 2015 at 9:20 am
  5. We have 3 of the Yearlink T20P Model phones in my office. I have an owners manual, that does not really help? I need to know how to forward and in-forward calls? If .It usually will not forward the calls? I had an employee that is no longer here. The phone is forwarded to his cell! I must un-forward or disable the calls to his phone number.

    June 9, 2016 at 6:05 pm Reply
  6. Is there a way to transfer to the voicemail box and also have the caller hear the voicemail greeting for the extension?

    June 30, 2016 at 5:24 pm Reply
    • Charalambos Eleftheriou

      @Brianna, When transferring a call directly to another extensions voice mail by using, transfer *4EXT transfer, the prompt for that extension will be played to the caller.

      July 1, 2016 at 2:42 pm
  7. todd

    How do you transfer directly to someone voicemail using the windows 3cx desktop. I understand how to us the *4 + extension for the physical phone, but how do you do it on the desktop? I am using v14 Thanks in advance

    November 15, 2016 at 8:02 pm Reply
    • Hello Todd,

      You can do so in exactly the same way. While on call press transfer through the 3CX Client and via the keypad press *4extensionnumber and end call.

      November 16, 2016 at 4:23 pm
  8. Sarah Lewis

    can you pick up the call from another phone if the person isn’t at their desk?

    November 22, 2016 at 3:27 pm Reply
    • Yes you can. If you have rights and if you are in the same group. Check the group rights and extension rights.

      November 22, 2016 at 3:36 pm
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