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The 3CX App for Mac

On this topic

Installing and Configuring the 3CX App for Mac

The App At A Glance

Managing Calls

Transferring Calls

Status & Forwarding Rules

Settings

See also

Installing and Configuring the 3CX App for Mac

Download, install and configure the 3CX App for Mac OS 10.10+ with these steps:

  1. Download the latest version of 3CX App for Mac.
  2. Open the Setup Wizard to begin the installation and drag 3CXPhone15.app to your applications folder from the open window.
  3. Open the 3CX app from the Applications folder and configure it automatically by opening the configuration file attached to your Welcome Email.
  4. When you see the top right “On Hook” message, the 3CX app is ready for use and you can start making calls.

Note: The 3CX welcome email is sent to you when your extension is created and can be resent by your system administrator.

The App At A Glance

The 3CX app’s functions enable you to efficiently manage calls, contacts, conferencing and more:

  1. “Key Functions” - easily access the 3CX App’s key functions and manage your contacts and calls.
  2. “Side Menu” - click to open the app’s side menu to access useful options and info.
  3. “Useful Options” - listen to call recordings, set your audio options and your forwarding rules or change the app’s theme.
  4. “Settings” - customize and configure the 3CX App options.

Managing Calls

The 3CX app enables you to communicate effectively with:

  1. “Status” - browse and click on the name of a colleague to call.
  2. “Voicemail” - access your voicemail. Further customize your Voicemail options using the Web Client.
  3. “Chat” - exchange messages with your colleagues.
  4. “WebMeeting” - start a web meeting session and talk face-to-face with colleagues and contacts while at your desk.
  5. “Conference” - start or schedule audio and video conferences with your colleagues and contacts.

Transferring Calls

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

Status & Forwarding Rules

To set your status and automatically configure call forwarding, click on your current status below your profile to open the “Status” menu and select:

Set Status menu options in 3CX Client for Mac.

  • “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 clicking on “Settings” to change the app’s default behavior, set your audio options and forwarding rules or change the app’s theme. Configure the below options, amongst others:

  • “Behavior” - customize the app’s behavior and the default “Cmd + 3” Quick-Paste Shortcut, set your “Profile Status” options and configure your forwarding rules. Further customize your status and forwarding options with the 3CX Web Client to configure forwarding rules and exceptions.
  • “Audio Options” - configure advanced audio options and device settings.
  • “Advanced” - customize the 3CX App’s “Network” and “External Application” options.
  • “Preferences” - change “Language”, choose between the Black or White themes and set your own custom app header image.

See also

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