What are the Features of 3CX on Desktop? [Video]

Do you want to learn how to use 3CX on your desktop? In this video, we’ll explain the features of 3CX on your computer. 

In this video, we’ll go over:

1. How to make and manage calls  0:50

a. 3CX Windows App

• Click on the dial pad beside the search bar or click on the search icon.
• Enter the phone number/name/extension/email address you want to reach.
• Press call.

b. 3CX Web Client

• Click on the dial pad in the top-right menu or click on the search icon.
• Enter the phone number/name/extension/email address you want to reach.
• Press call.

2. How to manage your voicemail  1:53

a. 3CX Windows App

• Press the voicemail button on the menu at the bottom.
• Press the record button to record a new greeting.
• Follow the instructions on the screen and put a name for your voicemail file.
• After entering the filename, you’ll receive a call.
• Press “Answer.”
• Once you’re done recording your message, press the pound “#” button.
• Press “1” to redo the recording.
• Press “2” to verify or playback the recording you did.
• Press “0” to save the recording.
• Press “#” to exist voicemail recording and not save anything.

b. 3CX Web Client

• Press “Record Greeting.” 
• Enter the filename.
• When you receive a call, press “answer.”
• Follow the instructions the program will prompt you to do.

3. How to transfer calls  4:15

a. Blind Transfer

• Press the “Transfer” key during an active call. The call will be placed on hold.
• Enter the number you want to transfer to.
• The person you’re talking to will be transferred to the other line.

b. Assisted or Warm Transfer

• Press the “Asst. Tran” button and enter the extension of the receiver.
• The original caller will be placed on hold.
• Once the second party answers, you can announce the caller to the receiver.
• Then you may end the call on your phone.
• If the receiver declines the transfer, the call will be sent to the receiver’s voicemail.

4. How to create conference calls  5:25

• Press the “Conference Call” button.
• A page will appear and fill out the details and choose if you want to start the call now or schedule it for later.
• If you schedule it for later, two screens will pop up.
  • The first screen is a window that will make an event in your chosen calendar app.
  • The second screen is a redirect back to the conference screen in the 3CX Windows app or web client page.
  • Add all the attendees you want for the scheduled conference call in the calendar app and send the invite.
• If you start the conference call immediately:
  • Scheduling through calendar:
    • Your calendar app will be opened.
    • Add participants
  • Directing calling someone to set up the conference call:
    • While in an active call, press the conference button.
    • Add participants.
    • Press the arrow on the bottom to send the call requests.
    • You may do this for as many people as necessary.
    • To end the conference call, press the end call icon.

5. How to record your calls  7:21

NOTE: Before recording a call, depending on state law, all parties must agree first.

a. Recording the call

• Press the “Record” button while in an active call.
• Press again when you want to end the recording.

b. Listening to your recordings

• Press “Recordings.” You’ll find your record calls there.

6. How to park calls  7:50

• Press the “Transfer” button while in an active call followed by *00 to 09 to specify the parking orbit.
• If you want to pick up a parked call, press *10 to 19 where the 0-9 is the park orbit number. 

To help you in your 3CX journey, please watch the 3CX How-to video series.