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The 3CX iOS App

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The 3CX iOS App

Installing the 3CX App for iOS

Accessing the Sidebar Menu

Managing Calls

Transferring Calls

Status & Forwarding Rules

Settings

See also

Installing the 3CX App for iOS

The 3CX App for iOS can be installed on iOS 10+, iPhone 5S+, iPod touch (generation 6), iPad (generation 4+), iPad Mini 2+ with these steps:

The 3CX App for iOS on iPhone 6.

  1. Open the App Store and search for 3CX (not available in the China App Store) and tap Install.
  2. When the installation is complete, open the app, Agree with the License Agreement and authorize the application permissions.
  3. Automatically configure the app by opening your Welcome Email and scanning the included QR code.
  4. When you see the “On Hook” message on the dial screen, you can start making calls.

Accessing the Sidebar Menu

Swipe from left to right to open the sidebar menu to easily access the 3CX App’s key functions and manage your contacts and calls:

  1. “Voicemail” - access your voicemail. Further customize your Voicemail options using the Web Client.
  2. “Recordings” - listen to your call recordings depending on your rights set on the 3CX PBX.
  3. “Schedule Conference” - create a new conference and invite participants. See here for more info.
  4. “Settings” - customize and configure the 3CX App options.
  5. “Scan QR Code” - scan the QR code with your device camera to automatically configure the app.

Managing Calls

The 3CX iOS App enables you to communicate effectively with:

  1. “Status” - browse and tap on the name of your colleague to call.
  2. “Contacts” - select a contact to view info and tap on the phone number to call.
  3. “Keypad” - directly dial numbers to “Call”.
  4. “Recents” - review call activity and tap entries on the list to call.
  5. “Chat” - exchange messages with your colleagues.

Transferring Calls

To transfer an active call tap “Transfer” or “Att. Transfer”, enter the extension number or search by name and tap on “Transfer”. When using “Att.Transfer”, you can announce the call before tapping “Transfer” to complete the call divert.

Status & Forwarding Rules

To set your status and automatically configure call forwarding, tap on your profile image in the “Keypad” screen to select:

  • “Available” - ready to receive calls.
  • “Away” - temporarily unavailable, divert to voicemail.
  • “Do Not Disturb” - divert to voicemail.
  • “Lunch” - set a custom status.
  • “Business Trip” - set a second custom status.

To further customize your status and forwarding options, use the 3CX Web Client to configure forwarding rules and exceptions.

Settings

You can personalize your 3CX App by tapping on “Settings” to set your audio and video options, choose between WiFi and 3G connectivity or change the app’s theme. Configure the below options, amongst others:

  • Accounts - select the default account to use, edit, activate and switch between accounts. Tip: You can edit your account by tapping your profile on the upper left of the sidebar menu.
  • Audio Options - configure advanced audio options and device settings.
  • Application Theme - choose between the Black, Grey or White themes.

See also

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