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The 3CX Desktop App

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Yamo Support

In this guide, we will walk you through how to install the new 3CX Desktop application and make or receive calls.

How to install the 3CX Windows Desktop App

  1. Log in to the 3CX Web client using your browser with your login credentials that can be found on your Welcome emails. If you haven't received one yet, kindly contact us at support@yamo.com.au
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  2. Once you have successfully logged in. On the upper-left corner, click the Windows icon.
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  3. Proceed on downloading the application by clicking the Install button.
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    After the download is completed, click on the installer located at the bottom of your browser.
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    The installer should run similar to the photo below. 
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  4. Once the application has been successfully installed. Go back to your 3CX Web Client and click on Provision then Open 3CX Desktop App.
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  5. The 3CX Desktop Application should now be populated with information about other extensions. 
    Click on the Dialer icon as shown below to show the Dialer on which you can establish or receive a call. 
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  6. Even if you close the desktop application, it will run in the background in which when a call comes in, the Dialer will pop out for you to answer. You can always check if it is running by clicking the Up arrow icon on your Desktop's lower-right corner.
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How to make calls using the 3CX Desktop App

  1. 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.
    desktop1.png
  2. Once the call has been answered the dial pad will change to offer options on how to manage the call such as forwarding, putting it on hold, etc.
    webclient7.png
    Hold
    - This will put the call 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.

How to answer and manage calls using the 3CX Desktop App

  1. Make sure that your extension 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 with the name of the caller. Simply click on the green phone button to answer or red to decline.
    desktop2.png
  3. If you clicked on the green phone button, 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.

How to Check the Extension Status and Configure Forwarding Rule

You can view the extension status on the Desktop App under the People section.

From here, you can see your extension status as well as the other users in the 3CX system.

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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. Click on the Ellipsis on the left-side pane and select Settings.webclient2.png
  2. 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
  3. Finally, you can now set your extension status to make the forwarding rule take effect.
    webclient4.png

Need Further Assistance?

Contact us at support@yamo.com.au.


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