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How to set default PDF Editor to Adobe Reader
Overview Windows will change the default PDF reader in windows by user action selecting a prompt to change the default application. This commonly occurs with Google Chrome and Microsoft Edge. This guide will show you how to change the default PDF application ...
How to sync a folder in sharepoint
Overview This procedure will explain step-by-step how to Synchronise a folder in SharePoint. Difficulty Very Easy Estimated Time Process Detail Step 1: Sign into SharePoint Open a new tab in your internet browser. Type your tenant name.shar...
How to use 7-Zip
Overview To allow windows to unzip compressed files we recommend 7-Zip. 7-Zip will allow you to uncompress more file types than built into windows or by using WinZip. How to open compressed files with 7-Zip If you want to view the files in a compressed fol...
What is 3CX and how to access it
Overview 3CX is an open standard, software-based phone system based on the SIP standard. It works with a range of phone hardware and also features web browser-based extensions and mobile apps. A major advantage is the software itself can be hosted on a remote...
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 ...
How to change your status in 3CX
Overview When we are away form our desk and cant take calls, 3CX gives us the apportunity to tell the system we are away. Your team members can also see your status when set. Difficulty Very Easy Estimated Time Manage your status & queues The “Status...
How to make and answer phone calls
Overview This proceedure will teach you how to make calls and how to answer them in detail. Difficulty Very Easy Estimated Time Process Flowchart Detail Step 1: Making a phone call There are a few different options you can choose when you need...
How to place a caller on hold
Overview This procedure will teach you the steps on how to put a caller on hold. Difficulty Very Easy Estimated Time Process Detail Step 1: Answer the call When a caller in making an inbound call, press the green button to answer the call....
How to transfer a call internally
Overview In this procedure, you will learn how to transfer a call internally. Difficulty Very Easy Estimated Time Process Flow Detail Step 1: Direct transfer When a caller in making an inbound call, press the green button to answer the call. ...
How to check voicemails
Overview In this procedure you will learn how to listen to a voicemail a caller leaves. Difficulty Very Easy Estimated Time Process Detail Step 1: Outlook When you miss a call and the caller leaves a voicemail, the recording will be sent to your...
How to add contacts
Overview In this procedure, you will learn how to add a new contact. Difficulty Very Easy Estimated Time Process Detail Note: If your 3CX is synced with Microsoft 365, then your Outlook contacts sycronise with 3CX. To update contacts when Micro...
How to dial internal users
Overview This procedure will teach you how to call someone internally. Difficulty Very Easy Estimated Time Process Detail Step 1: Click on the "Teams" tab in 3CX From the Teams screen, click the grey phone next to the person you would like...
How to view call history
Overview This procedure will teach you how to view your call history. Difficulty Very Easy Estimated Time Process Detail Step 1: Click on the "Calls" tab. From the Calls screen, you can view all inbound and outbound call history. You c...
How to manage a call queue
Overview This procedure will teach you how to add and remove people from the call queue. Difficulty Very Easy Estimated Time Process Detail Step 1: Click on the "Panel" tab. Click on the arrow next to the "All" button which is located at th...
How to record a call and access them
Overview In this procedure, you will learn how to record a call and learn how to listen to a recorded call. Difficulty Easy Estimated Time Process Flowchart Detail Step 1: How to record a call When a caller in making an inbound call, press th...
How to obtain your PC Name
Overview Use the guide below to obtain the device name on a computer. Difficulty Easy Estimated Time Process Detail Step 1: Use Windows Search Type "PC name" on the Search menu in your taskbar. If you don't see it, open your start menu. Click on...
Troubleshooting - How to Troubleshoot a headset.
Overview This is a guide to troubleshoot issues related to a USB headset not connecting with the 3CX PWA App. The process begins by ensuring the functionality of your USB headset, trying different USB ports, and checking your computer's audio settings. The gu...
How to remove Synced Folders from Sharepoint
Overview This guide will show you how to disconnect an Synced SharePoint folder for your PC. Difficulty Very Easy: Estimated Time Process Detail Step 1: Open OneDrive Menu Open your OneDrive menu from the lower left of your screen. Step 2: Ope...
How to setup Microsoft Multi-Factor Authentication (MFA)
How to generate a signature made by Computerman
Overview If your organisation has an email signature template designed by Computerman which generates from the server. Follow this guide on how to generate the signature. To apply the signature you can follow this guide. Difficulty Very Easy Estimated Ti...