Preventive (pre-caution) from 3CX end user of using IP Phone, WebClient, Windows Desk App and Smartphone.

[eangney]

Dear All,
This is my first post here and I am also new to 3CX features. May you please advise what prevention/pre-caution which might be useful for us (local 3CX Partner) and end-user (Customer) of using "IP Phone, WebClient, Windows Desk App, and Smartphone."

We want to minimize of issues might be raised, so what are the "best practices" or known experience for which we could pre-inform or educate the customer to keep in mind and follow 3CX recommendation.

Thank so much to let us know in advance.

Regards,
Ney

 

[Alphabetic]

This is a tricky one to answer because the answer is relevant to how the end user works.

Like anything, the more they use it, the more it becomes familiar.

For IP phones I tend to set up a couple of BLFs for SP1 and SP2 for users to park calls instead of transferring as its much easier to teach them that then showing them how to park (I know transferring is easy but you wouldnt believe how complicated customer acts like it is).

Then i'll set them up with the web client and have them work off that.

Im afraid with you being new to 3CX you're going to have to learn by trial and error since only you know how it's going to suit you and your customers.

I would start in the academy.

https://www.3cx.com/3cxacademy/videos/basic/installing/

You should also fire up your own internal PBX for testing. The more you learn, the more you can offer customers.

dont be afraid to try everything.

As long as you have a backup it doesnt matter if you f up.

 

[eangney]

This is a tricky one to answer because the answer is relevant to how the end user works.

Like anything, the more they use it, the more it becomes familiar.

For IP phones I tend to set up a couple of BLFs for SP1 and SP2 for users to park calls instead of transferring as its much easier to teach them that then showing them how to park (I know transferring is easy but you wouldnt believe how complicated customer acts like it is).

Then i'll set them up with the web client and have them work off that.

Im afraid with you being new to 3CX you're going to have to learn by trial and error since only you know how it's going to suit you and your customers.

I would start in the academy.

https://www.3cx.com/3cxacademy/videos/basic/installing/

You should also fire up your own internal PBX for testing. The more you learn, the more you can offer customers.

dont be afraid to try everything.

As long as you have a backup it doesnt matter if you f up.

Dear Kieferschild,
Many thanks for your great advice. Yes, I better to learn more about 3CX and test it as much as possible to get familiar with it and record for reference and esc. for user experience in the future.

I wanted this info to include in my proposed Maintenance Agreement with customer to acknowledge them on some user experience for their smooth operation and basic troubleshooting that could help for both parties from any outstanding issues.

Regards,
Ney

 

[Alphabetic]

We offer 3CX as a managed service, so monthly costs which we bundle support and SIP trunks / minutes.

 

[VoIPTools]

In my experience, physical phones are straightforward to provision and should be very reliable. But if your 3CX is in the cloud, and you have multiple phones behind a firewall, using the SBC will make things easier for you to provision.

However, these days even though I have a $500 phone sitting on my desk, I use 3CX Phone for Windows exclusively. This makes it much easier for me to jump from a 3CX web meeting to a Teams call, to a softphone call, to zoom with a single headset.

You can get inexpensive USB headsets, but I personally prefer a wireless headset simply because I do not like fighting with cords. My headset will let me walk outside up to 100 yards away.

Using a softphone makes provisioning remote users a cakewalk.

 

[eangney]

Thanks a lot, Matthew Orr for your inputs. Yes, we proposed this in Cloud as per our customer request. So, having SBC will be more easier in term of more security and management for those IP Phones, softphones etc..

What I understood that SBC is a software which could install in VM. Could you please elaborate more about it on the approach of having SBC installed correctly?

Regards,
Ney

 

[cobaltit]

I suggest you start here: https://www.3cx.com/3cxacademy/

Once you get certified you'll have a much better understanding of how 3CX works

 

[eangney]

Thanks Cobaltit for great recommendation.

 

[YiannisH_3CX]

My suggestion would be, stay as close to the supported scenarios as possible. Avoid having to do workarounds or adding unsupported devices to 3CX and that will limit your issues to a minimum.