Understanding the call functions with 3CX

Difficulty

Very Easy

Estimated Time

Starting a call

To call, click on the dial pad in the top right menu

or click on the search icon. Enter the phone number or search by name, extension number or email address. 

Choose your device to place a call

Note: if you are only signed in with the app then there is not need to change this. If you have a desk phone then you can specify the device here.

You can seamlessly place calls from your IP phone, the iOS or Android app, web client or the desktop app - wherever you have provisioned your extension. From the phone selector in the web client’s dialer, you can select your preferred device and control calls from the web client interface. If you are on your desktop, place the call with Softphone or Browser (if you are logged into the web app)

In-call functions

Once you’re in a call, you can perform a number of actions with just a few mouse clicks.

Transferring a call

Click on “Transfer” and enter the name or number of the person you want to transfer the call to. The call is transferred without you speaking to the receiver on the other end - this is known as a blind transfer.

To speak to the receiver and get permission to transfer a call, click “Att.transfer”. This will allow you to put the caller on hold and speak to the receiver before passing the call through.

Creating a conference call

Click the “Conference” button and enter the name or number of the person/s you would like to add to the call. They will be dialled and upon answering, will be added to the existing call.

Recording a call

At any time during a call you may record the conversation. Simply click “Record” to begin and click again to end the recording. Recordings can be accessed in the 3CX Client > “Recordings”.

Note: The ability to record and to view/edit recordings depends on the permissions given to you by your administrator.

Initiating a new call

During an ongoing call, you may initiate a new call on a separate line without hanging up on the current call. To do this, click “New Call” and enter the name or number of the callee.

Switch to video call

During an ongoing call, you may elevate to a video call by clicking the “Video” icon in the dialpad, without hanging up on the current call.