The 3CX client for iOS is supported on the following versions:

• iOS 10
• iPhone 5 and up
• iPod touch (6th generation).
• iPad 4th generation and up
• iPad Mini 2 and up

Installing the 3CX Client for iOS

1. In the Apple App Store, tap the “Search” button in the lower right corner and type “3CX” in the search box.

2. From the result list, tap the result with the title “3CX client for Phone System 14/15”. Important: In order to update your 3CX client for iOS to v14/v15 you will have to uninstall the old app and re- install the new version.

3. Tap the “Download” button and then “Open”.

4. Grant access to the App to use the Microphone and the Contacts and confirm that you accept to receive notifications from the “3CX client”. Once you press “OK”, a message will appear confirming that your 3CX client has been installed. Follow the instructions provided in the configuration wizard.

5 .Open the configuration file attached to your 3CX Welcome Email. This email was sent to you when your extension was created. If you cannot find it, ask your administrator to resend it. Once configuration is complete, you will see the Available status in the dial screen and On Hook in the right upper corner. You can now start making calls.



Note: An alternative method to download the 3CX client for iOS is through iTunes. Download the file on your computer, then sync your iOS device with itunes to install the 3CX client app or download it directly on your iOS device. To download using itunes, click this link from your computer.




The 3CX client for Android is supported on the following Android versions:

• Android 4.X and higher

Installing and Configuring The 3CX Client for Android

1. Go to Google Play Store, and search for “3CX”.

2. Select the latest version of “3CX”. This version requires 3CX Phone System v14 or v15. Important: In order to update your 3CX Client for Android from v12.5 and prior you will have to uninstall the old app and re-install the new version.

3. Tap “Install” and “Accept” for the application rights. The 3CX client for Android will be downloaded and the installation procedure will begin.

4. Once the installation is completed you will have to “Agree” with the Licence Agreement.

5. A message will appear confirming that your 3CX client for Android has been installed. Follow the instructions provided in the configuration wizard.

6. To configure the client, tap on the configuration file attached to the 3CX Welcome Email (please refer to note). You must open the Welcome Email from within your email client and not from a file manager app.

7. Once configuration is complete the Available status on the left upper corner of the Client and On Hook in the dial screen will be activated thus indicating that the 3CX Client for Android is ready for use.

Introduction

You can record calls for compliance or customer service improvement purposes. Recordings can be accessed from both the clients and the management console.

Note: Recording must be enabled by your administrator for your extension. In order to view the Recordings list the administrator must give you access. If not the recordings will be accessible only by your administrator from the 3CX Management Console.

To Record a call

1.During a call, press the “Rec” button at any point to start recording the conversation.

2.When a recording is in progress the recording button will turn blue.

3.Press the “Record” button again to stop recording. Note that if you are calling from your IP Phone, the call will be recorded until the end of the call.

Manage Recordings

If the administrator has given you the rights, then you will be able to see the list of all your recordings and be able to manage them. You can play the recording through the client or the phone, or delete it directly from the 3CX client. In order to access the recordings:

3CX Web client

1.Click on the “Recordings” Link.

2.You can now play or delete your call recordings.

3CX client for Windows

1.From the bottom menu, click on the “Settings” button.

2.Select the “Recordings” tab to access the list. The listed recordings are shown with the following details: extension/phone number, name of the contact, and date and time of the recording. Conference recordings have “700*” as their entry name.

3.Right click on a recording or select the desired action from the bottom menu:



·“Play”: this will save the file on your computer. Once the sound file is saved you can open and play the recording from your default media player.

·“Play on Phone”: you will receive a call from the caller ID “PlayFile”. Answer the call to listen to the recording.

·“Delete Recording”

3CX client for Mac

1.From the Quick Menu, click on “Recordings”.

2.The listed recordings are shown with the following details: Play icon, Incoming/Outcoming call, date and time of the recording, name of the contact (for call recordings) or Conference (for conference recordings).

3.Select the desired action from the bottom menu:

·“Play”: this will save the file on your computer. Once the sound file is saved you can open and play the recording from your default media player.

·“Play on Phone”: you will receive a call from the caller ID “PlayFile”. Answer the call to listen to the recording.

·“Delete Recording”

4.By right-clicking on the recording you may choose between the below additional actions:

·Stop or Pause the playing

·Call

3CX client for Android

1.From the dial pad screen, tap on the “More” button at the bottom of the screen.

2.Select the “Recordings” tab to access the list. The listed recordings are shown with the following details: extension/phone number, name of the contact, and date and time of the recording. Conference recordings have “700*” as their entry name.

3.Tap on a recording and select the desired action:

·“Play on Phone”: you will receive a call from the caller ID “PlayFile”. Answer the call to listen to the recording.

·“Delete Recording”

3CX client for iOS

1.From the dial pad screen, tap on the “More” button at the bottom of the screen.

2.Select the “Recordings” tab to access the list. The listed recordings are shown with the following details: extension/phone number, name of the contact, and date and time of the recording. Conference recordings have “700*” as their entry name.

3.Tap on a recording and select the desired action:

·“Play”

·“Play on Phone”: you will receive a call from the caller ID “PlayFile”. Answer the call to listen to the recording.

·“Delete”

Here you will find information on how to check your Voicemail from your specific IP Phone, as well as from any other desk phone and also using any phone from outside your office.

Checking Voicemail from Your IP Phone

To check your voicemail from any phone in your office:

1.Pick up the handset and dial “999”.

2.Press “#”.

3.You will be asked to enter your extension number, type in your extension number.

4.You will then be asked for your voicemail PIN number. Type in your voicemail PIN number then press ”#”.

5.Follow the voice prompts to check or delete your voicemails.

A video on how to register a wireless handset with a base station.

Sending a HIPAA-compliant cloud fax has never been easier. Select your contact, add a cover page if desired, attach your document, and send.

Watch this video below to see how you can make a blind transfer or a consult and transfer using the web client

How to Make a Blind and Attended Transfer with Yealink

Posted on September 24th, 2010 by Nick Galea
In this example we will demonstrate how to perform a blind and attended (consultative) transfer using a Yealink T21/T22/T26.

Note: A Blind Transfer is a transfer to another extension without actually initiating a call to the end destination. The call is blindly transferred to the destination. By comparison, an attended transfer is a transfer where before actually transferring to the destination, the call is put on hold and another call is initiated to confirm whether the end destination actually wants to take the call or not. These two calls are then merged together.

Blind Transfer Method

• Press the “Answer” soft key to answer an incoming call.

• Press the “Tran” soft key, enter the extension number of the person you would like to transfer the call to. Press the “Tran” soft key.

Attended Transfer Method

• Press the “Tran” or the "Transfer" soft key during a call.

• Enter the extension number of the user you would like to transfer the call to.
• Press the "Send" soft key, "OK" or "#" to dial out.
• After the party answers the call, press the "Tran" or the "Transfer" soft key to complete the transfer.

A video to place and answer calls using the wireless handset

Make, Receive & Transfer Calls

http://support.csx.cloud/videos/T42SCallTransfer.mp4

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.
   1. If Att. Transfer announce the call and click “Transfer”.
   2. To blind transfer click “Transfer” and hang up

To Transfer a Call:

• Click “Transfer” or “Att. Transfer”.
• Enter the extension or search by name, tap “Transfer” and hang up.
• If Att. Transfer announce the call and click “Transfer”.
  

Using your Deskphone

To Make a Call:

1. Dial the number on the keypad and hit the send or enter button.
2. OR select a contact or extension from your Web Client or a number from a web page, hit call.
3. The Web Client triggers the call on your deskphone if selected via the phone selector toggle.

To Transfer a Call:

• For blind transfer: Press “Transfer”, dial the extension, press send/dial and hang up.
• Attended transfer Yealink: Press “Transfer”, dial number or select extension, press “Send”, announce the caller, press “Transfer” and hang up.
• Attended transfer Snom: Press the “Hold” button and dial the extension you want to transfer to. Announce the call and press “Transfer” followed by send/dial and hang up.
• https://support.csx.cloud/videos/T42SCallTransfer.mp4

Introduction

The 3CX Phonebook allows you to quickly launch calls without wasting time finding a contact’s number and subsequently entering it in the phone, eliminating misplaced calls from mistyping the number. Not only can you dial numbers directly from the phonebook but also perform a host of actions that can also save you time.

The Phonebook

1.Click on the “Contacts” button at the bottom menu to access the phonebook. There are four types of contacts in the 3CX Phonebook (contact list):



Company Contacts (or picture): Contacts retrieved from the PBX.

Personal Contacts (or picture): Contacts added by the user and can be seen only in the user’s client.

Extensions : Company extensions. Available only for Android. In Windows, Mac and iOS the Company extensions can be accessed from the Presence view.

Mobile Phone Contacts Android , iPhone: Contacts retrieved from the user’s mobile phone.

Adding Contacts

1.From the Quick Menu select “Add Contact” or press the button and then the plus button. On Android and iOS you can add contacts either by pressing the on the dial pad or from the “Contacts” screen by pressing the plus sign.

2.In the new 3CX contact screen fill in the contact details.



3.If you have the rights to create company contacts you can select the “Add to company phonebook” option. This option will save the contact to the Company Phonebook, allowing all users within the company to access it.

4.Click on “OK” to save the contact.

Note: From the 3CX Client for Windows you may also “Sync” your online accounts to import contacts. You have the ability to sync “Office 365” and “Google.” Go to “Settings”, “Import Contacts” and fill in the appropriate details. In order to add a .cvs file you have to contact your administrator.

Searching for a Contact in the 3CX clients’ Phonebook

1.In the search field at the top of the contact list start typing any contact detail of the contact you are searching for. This could be the name, email address, or phone number.



2.While typing, the contact list will begin to filter and show the results as you type.

3.You may choose whether to call their extension, mobile or company phone as shown on the list.

4.In Android, tap on the desired contact to choose between the available actions.

Note: The Search function for the Phonebook is not available in Mac.

Editing Contacts

1.In Contacts , scroll down the list or search and find the personal contact you want to edit.

2.Double click, right click or tap on the contact to view the contact details page. Select “Edit”.

3.Update or change the contact details and then click “OK” to save the changes.

Deleting Contacts

1.In Contacts , scroll down the list or search and find the personal contact you want to delete.

2.Double click, right click or tap on the contact to view the contact details page. Select “Delete”.

3.The contact will be deleted and you will be returned to the contact list.

Important: To be able to add, edit or delete company contacts you must be given the right to do so by the administrator.

Note: In the 3CX Client for Android you cannot edit or delete company extensions or contacts retrieved from the smartphone.