Make and Receive Calls with the 3CX Client
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The 3CX Client allows you to manage your office calls from your desktop or smartphone as well as making and receiving calls, even when you are not in the office. Using just a headset, the 3CX Client can function as a complete deskphone replacement with a vast range of features such as: dragging and dropping calls for easy transfer, setting hot keys, launching calls from your CRM and much more.
You can initiate a call in various ways with the 3CX client:
- To access the dial screen on your softphone press the button next to the Search bar.
- From the dial screen on your smartphone client or softphone enter the number you want to call.
- Click on the “Call” button to make your call:
- If you are in CTI mode, the number will be dialed on your IP phone (only for Windows)
- If you are in Softphone mode, you will have to use your headphones and microphone to make the call.
Click on the “Contacts” button in the bottom menu of your client. To make a call to any one of these contacts:
- Double click, right click or tap on the contact that you want to call.
- On the contact info screen select “Call.”
Read our chapter “Using the 3CX Phonebook” for more information on the phonebook.
Hot Keys (available for Windows)
You can also make a call using the Hot Key feature, which enables keyboard shortcuts such as copy and paste.
- Select the number you want to dial and copy it.
- Open the 3CX Client and click on the dial screen and paste in the number.
- Click on the “Call” button to make your call.
Go to Call History if you need to track and prioritize your missed calls.
- Click on the “Call History” button on the bottom menu.
- Find the call entry that you want to call back and double click or tap on the contact. In Android the call will be automatically initiated.
- To access Contact Details and select the action press “>” on PC and Android, otherwise tap on the contact.
You can refresh or delete the call history by clicking on the , buttons at the bottom. You can also delete an entry by accessing the Contact Details. In Android you can delete the Call History or all calls by pressing the “X” icon on the top menu. You cannot delete Call History entries from the iOS client.
Use the presence screen to determine whether the person you are attempting to reach is available.
- Click on the “Presence” icon.
- Select or search the desired contact. Press on the contact and then click “Call” to perform the action. In Android just tap on the desired contact and the call will be initiated immediately.
- For more actions you can press the “>” on PC, Android and iOS or right click on Mac.
For more information regarding the Presence function, read the chapter Using Presence/Status with 3CX.
Switchboard (available only for Windows and Mac)
The Switchboard is an expanded presence screen which offers more functionalities than a regular presence screen with more views to choose from such as the Wallboard and Manager views.
- You can access the Switchboard by clicking on the icon , or from the quick menu.
- Double click on the desired contact to make the Call.
BLF Panel (Busy Lamp Field)
The 3CX Client for Windows also includes an integrated BLF panel. It works just like the BLF panel on your IP phone where a small light indicates whether an extension is available or busy. Learn more about the BLF feature in this chapter.
Receiving Calls with the 3CX Client
When you receive a call, the following screen will appear. Click “Answer”, “Decline” or “Divert to Voicemail” accordingly. With the Mac client you may also “Divert” the call to another extension without the need to answer the call.
- If you have the Focus feature enabled, on your Windows or Mac client, then the client will automatically pop up.
- If you have Auto Answer feature enabled, on your Windows or Mac client, then the client will automatically answer the call.
- When a call is received, the 3CX Client for Android and iOS use PUSH technology to wake up the smartphone when it is in sleep mode, thus saving battery life.
- On the smartphone clients you can see the missed call in the notifications bar as well as from the locked screen.
- Using Presence/Status – What is the Presence Function, how to set it and use it.
- Using the phonebook – Add contacts and manage your entries.
- Switchboard – What is the Switchboard and how to use it.
- Making calls using HotKeys – Use keyboard shortcuts with the 3CX Windows Client.
- The BLF Panel - How to use and configure the BLF panel for the Windows Client.