Support Centre

The 3CX Web Client

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Matthew Fletcher

The 3CX Web Client is a web-based softphone that allows full telephony functionality without the need to install software on your computer. 

Prerequisites

There are prerequisites that need to be met in order to use the 3CX WebClient. If you are having issues with the 3CX Web Client, please check and ensure that all prerequisites are met.

  • Supported Browsers
    • Google Chrome
    • Firefox
  • Supported Platforms
    • Windows
    • Mac OS

Other browsers/platforms may work, however, Yamo will not be able to provide end-to-end support if you are using them.

 

How to access the 3CX WebClient

  1. Find your 3CX welcome email by searching your emails for "Welcome to 3CX". You can resend your welcome email by checking this guide.
  2. In the welcome email, scroll down to "Your Web Client Login". Note down the extension number and the password.
    ext_details.png
  3. Click the link next to "Outside the office". Log in with your extension number and password that you just noted down.

 

How to make calls using the 3CX WebClient

  1. Log in to your 3CX Web Client using your extension number and password(located on your Welcome email).
  2. Click on the Dialer icon located at the top, and then a dialer keypad will pop up. Enter the extension number or phone number you would like to call and then click the phone button below.
    webclient5.png

How to answer and manage calls using the 3CX WebClient

  1. Make sure that your Web Client is set to Available status to be able to receive calls.
  2. When calls come in, you will hear the ring tone and the dialer will pop up at the top-left corner of the window.
    webclient6.png
  3. Click on the green phone button to answer. You will be then connected to the caller. The dialer keypad will be changed to options you can choose to manage the call. webclient7.png
    Hold - This will put the caller on hold. Default music will be played but you can change this as per request.
    Mute - This will mute your microphone.
    New Call - If you would like to create another call while still on the active call.
    Conference - If you wish to add another user to the call.
    Transfer - This is also called blind transfer in which you can forward the call to another extension or number.
    Att. Transfer - This is also called Consult and Transfer wherein you can consult the other extension if they are available for a call before forwarding the caller to the extension.
    Rec - you can record the phone call using this button however, keep in mind that this feature is only available on Professional and Enterprise 3CX License.
    Keypad - This will show the dial pad. This is frequently used when talking to an IVR or Auto-attendant where they ask you to press a number to select an option.
    Video - This will try a video call however it will only work on the supported devices and numbers.

Extension Status and Forwarding Rules

You can view the extension status on the Web Client home page.

webclien11.png

There are 5 statuses that you can set on your extensions and these are:

  1. Available 
  2. Away
  3. Do Not Disturb 
  4. On-Call
  5. Business Trip

You can set this status to forward calls as required. To set up the forwarding rule, follow the steps below.

  1. Log in to your 3CX Web Client using your extension number and password(located on your Welcome email).
  2. Click on the Ellipsis on the left-side pane and select Settings.webclient2.png
  3. Under Status, select a status you would like to configure. You can then route both Internal and External calls as required. For example, you would like calls to be forwarded to another extension while your status is Awaywebclient3.png
  4. Finally, you can now set your extension status to make the forwarding rule take effect.
    webclient4.png

 

Troubleshooting

If there are any general issues with the web client, please check the following steps first.

  • Ensure that you are using a supported browser and a supported platform, as per Prerequisites heading above.
  • Update your web browser to the latest version, on Google Chrome this can be done by accessing This link and on Firefox this can be done by following these steps.
  • Clear your browser cache and cookies. For Firefox, instructions can be found here and for Google Chrome, these can be found here.

If there are further issues, please reach out to our staff through a support ticket.


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