The 3CX Web Client

Logging In

1. Go to your Web Client URL (sent to you in 3CX welcome email).
2. Log in using your credentials (found in 3CX welcome email).

Make, Receive & Transfer Calls

1. Make a call by clicking on an extension or searching for name/number in the search box.
2. Toggle the phone icon to make a call on your smartphone, deskphone, or web client.
3. Transfer a call to another line by clicking “Transfer” or “Att. Transfer”, the enter the extension or name of the contact you need to reach.
   • If Att. Transfer, announce the call and click “Transfer”.
   • For blind transfer, just click “Transfer” and hang up.

Manage your Status

1. You can set your status and status message by clicking on the drop down menu next to your avatar.
2. Click 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.

Call numbers from web pages – 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.

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.