Using the Web Client - Your Communications Dashboard

Using the Web Client - Your Communications Dashboard

Logging in
  1. Retrieve your credentials and the web client URL from your Welcome Email
  2. Login using your extension and password.



Make, receive and transfer calls though the 3CX Web Client

Make, Receive & Transfer Calls
  1. Make a call by clicking on an extension or enter name/number in the search box.
  2. Toggle the phone icon to trigger a call on your smartphone, deskphone or web client.
  3. Transfer a call by clicking “Transfer” or “Att. Transfer”, enter the extension or name.
  4. If Att. Transfer announce the call and click “Transfer”.
  5. To blind transfer click “Transfer” and hang up


Manage your Status via 3CX Web Client




















Manage your Status
  1. Set your status and status message by clicking on the drop down menu next to your avatar.
  2. Click on the pencil to add a status message.
  3. Set status temporarily to time limit your status automatically.
  4. Green means available, yellow on a call, red is busy – calls will be diverted to voicemail.



Chat with your colleagues easily with 3CX Web Client

Chat with your Colleagues
  1. Click on the “Chat” function.
  2. Click on the “Compose” icon to search and add people for one-on-one or group chat.
  3. Select the extension(s) and click “OK” to start chatting.

Call numbers from web pages using The Click2Call Extension
  1. Install the Chrome or Firefox extension.
  2. Configure it and refresh your browser.
  3. Clicking on a number will launch the 3CX dialer.
Install the Click2Call extensions and make calls with one click





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