Please Note: While this guide is public, this assumes that you are a customer of Yamo for your VoIP solutions. As such, some information may not be accurate if you are not a customer. Yamo provides low-cost and powerful phone systems for businesses of all sizes.
If you are not using Yamo as your VoIP provider and would like to arrange a quote or demonstration, please reach out to us here for a chat.
Introduction
Welcome to your new 3CX system with Yamo. As part of the initial set-up, we have emailed all users with their welcome email. If you or anyone haven't received your email, please reach out to our support team and we can send you an updated copy. Once you have a copy of your welcome email, please follow the below steps to set up your extension depending on your preference.
Logging into your extension
There are two types of emails you can receive to get started, a welcome email, and a reset email.
Welcome Email
We have included an example of a welcome email below. This email includes details regarding your extension and a link to configure your password. It also includes:
- The QR Code attached to your email, this lets you connect via iOS or Android.
- The 3CX config file allows you to connect via the 3CX Desktop App.
- The 3CX URL contains your phone system's FQDN (Fully Qualified Domain Name) this is used to access the Web Client and with the correct permissions, the Management Console.
- The password link allows you to set your password.
We can use this email to log into 3CX in different ways.
Web Client through a browser
Using the 3CX URL in your welcome email or the "Set your password" link if this is your first time connecting you will launch the web client in your browser. From there, enter your username and password, or set your password first then login. Once you've logged into the system you can make and receive calls through the browser as shown below.
The web client requires either Google Chrome or Firefox to run on Windows or Mac OS. While other browsers and operating systems may work, we cannot provide support if there are issues.
3CX Desktop App
Your Welcome Email includes a link to the Microsoft Store to download the Desktop App. Once you have installed the softphone, drag the provisioning file from your email to the Desktop App, this will then provision your account.
iOS and Andriod
To install 3CX on your iOS or Android device, click the iOS or Android link in your email, this will take you to the appropriate App Store or Play Store. Once completed, click the settings icon in the top-left and click on Scan QR Code.
The below video takes you through configuring 3CX on an iPhone.
Common Issues
While the above steps should result in a plug-and-play experience, some unexpected issues could occur. Here are some common steps to resolve the most common issues we have come across.
Web Client
- Please ensure you are using the supported devices mentioned before. This is either Windows or Mac OS with Firefox or Google Chrome. While other operating systems and web browsers may work, we are unable to assist in troubleshooting issues you may experience.
- Ensuring your browser is updated can help resolve issues you are experiencing. For Google Chrome you can check for updates with these steps here, and for Firefox, you can find the instructions here.
- Clearing your browser cache and cookies can aid in ruling our issues. For Firefox, instructions can be found here and for Google Chrome, these can be found here.
- If you have multiple inputs and outputs please double-check you are using the correct devices within the web client.
3CX Desktop App
The most commonly reported issue when starting up relates to hearing or speaking. The best place to check these would be your sound settings.
- In the bottom left, click the spanner to open your settings.
- Once opened, scroll down until you see Audio Options:
- Microphone: This selects the microphone 3CX will use to transmit your voice.
- Speaker: This selects the device you will use to hear the other line.
- Ringer: This selects where you hear the 3CX ringing from. This does not have to be the same as your selected speaker.
- If you are using a device that allows integration, then below your Audio Options you'll find settings for the Headset.
Additional Assistance
If the steps listed above do not resolve your issue and you are a Yamo customer, please click here to raise a support case with us.
If you are not a Yamo customer and would like to have a chat to see how your business can benefit from our expert support and advice, please click here to book an obligation-free consultation and quote where we can discuss your business needs with one of our experts.
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