Open To Suggestions: We need to clean up our call Queues, IVRs, and some Extensions

[TaylorStevens23]

I have taken over the 3CX system for our company. Previously it was set up and managed by another member of our team. The set up of the Queues, IVRs and some of the Extensions were all done in a bit of a rush and lack uniformity. I would like to clean up some of this mess and introduce a cleaner system with uniformity to why thing are assigned specific extension numbers. Remove some old queues and identify if there are any dead ends in the phone tree.

I have completely built out our tree in a diagram and the new tree I would like to introduce. My questions is, what is the best way to start doing this? Should I build and test these new queues and IVRs in the production environment and label them test. Leaving the production side alone completely until my new set up is tested and verified all the way through? Or has anyone set up a test 3CX server and configured a tree and some how moved the phone tree to a different server? I am just at the beginning stages of this project and am looking for suggestions on the most efficient way to complete this task.

 

[JohnS_3CX]

Your first option is good, and the second option is also good.

What will help you immensely is backups before making any changes, but keep in mind that the backup will also restore the call logs to a previous state which is something you might not want to lose.

The best thing is to set up a demo PBX for yourself, test everything there using the webclient, windows client and mobile clients, and once you are happy you can then create the trees from scratch during out of business hours and once you have a full backup so you can always restore in case of emergency.