Installing the 3CX Client for Windows

Transcription

1 Introduction Installing the 3CX Client for Windows The 3CX Client for Windows allows you to manage and oversee telephone calls directly from your computer and subsequently allows you to work remotely from anywhere. The 3CX Client for Windows boosts multiple features and provides you with the ability to launch and transfer calls, create audio and video conferences, view the availability of colleagues within your organisation, and of course, work remotely. System Requirements The 3CX Client for Windows is supported on the Windows (64-bit) versions above 7: Installing and Configuring the 3CX Client for Windows 1. Download the latest version of the 3CX Client for Windows. 2. Open the Setup Wizard to begin the installation. 3. Select the option I accept the terms in the Licence Agreement to proceed. 4. Leave the default installation path, click Next and then Install. 5. A message will appear informing you that the installation has been successful. To configure the client, double-click on the configuration file attached to the 3CX Welcome or drag and drop the configuration file into the 3CX Client. 6. Once configuration is complete the Available status on the left upper corner of the Client will and On Hook in the dial screen will be activated and the 3CX Client for Windows is ready for use. Note: The 3CX Welcome was sent to you when your extension was created. If you cannot find it, please ask your administrator to resend it.

2 Getting Started with the 3CX Client for Windows Once installed, your client will start in either Softphone mode or CTI mode: Softphone Mode (no IP Phone required): Make and receive calls on your computer without the use of a designated IP Phone. CTI Mode (an IP Phone is required): Desk phone calls can be managed directly from your desktop using the Client. You can make and receive calls on your desk phone as well as remotely initiate, transfer and create conference calls. Desk Phone (CTI) Mode Softphone Mode If you have an IP Phone, then you will be able to toggle between the two modes. To change between the two modes click the icons highlighted in the images above and choose the desired mode. When switching to CTI mode, if the message below appears, contact your administrator. Button Options Keypad Use this to dial a phone number or enter digits. Presence Information The availability of other users in your organisation will show here. Your availability can be changed by selecting this icon. Detailed instructions are available by clicking here. Contacts 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. Detailed instructions are available by clicking here. Call History All the calls that you have made and received are shown here. 3CX User Guide - Page 2

3 Voic s When your extension is busy, cannot be reached, or you choose not to take a call, callers have the option to leave a voice message. These messages are stored in chronological order and can be accessed by phone or from the 3CX client. If you have unread voic s, an envelope icon automatically appears on the notifications screen. Detailed instructions are available by clicking here. Chat 3CX Chat allows you to send text messages to other 3CX users. Users with the 3CX smartphone client will be alerted immediately to new chats. Detailed instructions are available by clicking here. WebMeeting The 3CX WebMeeting User Manual will help you make the most of the 3CX WebMeeting web interface. Create and host meetings, collaborate remotely, share your screen or documents, all without the need to install any client but a simple plugin. Conference With the 3CX Client you can easily create, schedule, manage, and join ad-hoc conference calls (conference calls that initiate immediately without scheduling), web meetings or even webinars from your desktop or laptop computer. Detailed instructions are available by clicking here. Switchboard As part of the 3CX Web Client, users have the ability to view their calls in aggregated screen views via the Switchboard. The switchboard is a feature that allows phone operators, queue agents and queue managers to view and manage calls in real time. Detailed instructions are available by clicking here. Settings Once the installation and provisioning is completed you can personalize your 3CX Client by clicking on the Settings icon. In this section, you can set your forwarding rules, audio and video options or even change your theme. 1. Call Forwarding: Configure your forwarding rules. For more information and details read the Forwarding Rules chapter. 2. Configure Accounts: Configure multiple accounts and select which extension to use. From this option, you can activate other accounts if you have more than one provision allocated. To switch accounts, double click on the account in order to access the account details and go to Advanced Settings. IMPORTANT: Do not modify these settings unless you are advised to do so by your administrator. 3. Recordings: Avoid miscommunication by recording a conversation or conference call and manage your recordings efficiently. For more information, read the Recording chapter. 3CX User Guide - Page 3

4 4. Audio Options: From here you can specify your Audio options and devices. Usually the default settings are already optimized, however if amendments are required, they can be done via the Audio Options and Audio Devices tabs: Audio Options provides you with 3 options: Echo cancellation: When enabled, it will minimize any echo heard during calls Silence Detection: When enabled, 3CX client will conserve bandwidth by not sending data when detecting silence. This might impede quality when enabled. Microphone Gain: If the other party cannot hear you clearly, you can increase your microphone gain to amplify the volume of your voice. Audio Devices are set by default to Primary Sound Driver. Microphone: Select the microphone from which the 3CX Client will receive the audio. Speaker: Select the device you will be using to hear. Ringing: Select the destination from which you will hear the 3CX Client ringing. 5. Video Options: From here you can specify your Video preferences and devices. Enable Video: Select whether you want the video to be enabled or not. Video Resolution: Select from the drop down menu the optimal resolution for your video. Frames per sec: Select from the drop down menu how many frames per second you would like to record. Bandwidth: You can select the desired bandwidth usage regardless of the frames per sec. This will solve all issues arising when increasing your frame rate. Automatically the bandwidth used by Video increases as does the load placed on your Internet connection. Even if your camera supports a high frame rate, your connection speed may prevent you from sending or receiving video at a high frame rate. Video Devices: Select which camera you want to use in case you have more than one installed. 6. Hot Keys: The Hot Key functionality allows you to use pre-defined keyboard shortcuts for controlling your 3CX Client. How cool would be to be able to answer your phone just by pressing Alt + A on your keyboard? For more information on how to use and set up this functionality read our Making Calls Using Hot Keys chapter. 7. Advanced Settings: From here you are prompted to: Behaviour: Gives you 3 additional features: Focus: If enabled, the 3CX Client will pop up in front of whatever application you are using when an incoming call is received. Transfers using Drag and Drop: You can select the default transfer method when you Drag and Drop an active call. External Application: This option is used to enable and control communication between the 3CX Client and 3rd party applications. Find out more on 3CX Application Partners. Language: Select one of the 15 languages in which your 3CX Client interface will be displayed. The application must be restarted for the changes to take effect. Auto Answer: When enabled the incoming calls will be automatically answered by the client. This is available only in Softphone mode. 3CX User Guide - Page 4

5 Integration: CRM Integration gives you the ability to use your CRM system seamlessly with the 3CX Client. There s no need to have your 3CX Client and CRM system running simultaneously. We have more than 10 application integrations available right now with many more to follow. Find out more on how to enable and use this functionality here. About: Find out which version is being used. 8. Themes: There are a variety of themes to select from; from black, white, 3CX grey and default. You can also load your own image by clicking Set your Custom Image (270x80 pixels). The image will be automatically resized. 9. Re-register: If your client is having difficulties connecting to your PBX or is not registering, you can select this option to automatically re-provision the 3CX Client. 10. Request Welcome This option is useful in case you cannot find the original Welcome and you want to retrieve information such as your voic number, PIN or other useful information provided within the Import Contacts: (Requires Professional version) How to import contacts from integrated accounts such Office 365 or Google. Read the Using the phonebook chapter for more details and information. 12. Exit Client: Use this option to exit the 3CX Client. Quick Menu The 3CX Client for Windows quick menu contains all the necessary shortcuts for the most commonly used features. All of the above features are extensively covered in the respective chapters of the User Manual. 3CX User Guide - Page 5

6 3CX Web Client The 3CX web client allows you to manage your extension and control your handset from the browser. Access the web client: You can find the URL and credentials to access your web client in the welcome sent to your address from the 3CX system. 1. Click of the URL 2. Use the username and password shown in the welcome to login to the web client Web Client Overview: People: The People page allows you to check the status of other users on the system. You can also call and chat with other user. Please note for the chat to work, the other user must be using the 3CX web client or the 3CX softphone. Display Examples Celine is away from her desk Alexandra is available. To call her simply click the icon Russell has set his Do Not Disturb option and cannot be contacted Amelia is on the phone to Contacts: The Contacts page allows you the check the Company phonebook if the administrator gives you access to it. You can also create Personal contacts; these contacts won t be shown in the Company phonebook. You can make calls directly from this page to the contact by pressing the call icon next to the contact. 3CX User Guide - Page 6

7 Chat: The Chat option allows you to chat with other users. Press the + sign to search for the user you want to chat with and start the conversation. Call History: The Call History page shows you all calls made/received by you extension. You can make a call directly from the call history page by pressing the phone icon. Voic You can access you voic s using the web client. Next to each voic there are a number of icons: 1. Download the voic as an audio file. 2. Play the voic on your handset. In this case you ll receive a call from system on your handset. The caller Id of the call will be MakeCall. Once you pick up the call you can hear the voic 3. Call back the contact. As above you ll receive an automatic call from the system on your handset. Once you pick up the call the system will call back the contact that left you the voic . 4. This will play the voic to you. 5. Delete the voic . 6. Add the caller to the contact list. 3CX User Guide - Page 7

8 Schedule Conference You can schedule audio or video conference from this page. To invite people to the conference, you need add their s in the Add Participants fields. Once you press save, the system will automatically send an to all participants as calendar with all details on how to access the conference room. Switchboard: This is like a receptionist board: it allows you to see all active calls on the system. 3CX User Guide - Page 8

9 Settings: The most important Tab in the Settings page is the Call Forwarding Tab. This will allow you to manage the behavior of your extension base on its Status. There are 5 different states for each extension. Available, Away, Do Not Disturb, Day Mode, and Night Mode (the following section shows how to change your extension status). You can setup different forwarding for each status. In the example below the extension will forward internal calls (made from the office extensions) to a mobile number and all external calls to the voic of the extension. Change you extension Status: You can check and change your extension status from the top right hand side of the web client. Once you change the status of you extension, the forwarding you set up in the previous section will be applied. Making a call from the web client: You can make a call straight from the web client. Click the dial pad icon and type the number you want to call and then press call. You ll receive a call your handset with a caller ID showing MakeCall. Once you pick up the handset the system will then call the number entered. Help: Takes you to the on-line 3CX manual - very detailed.. 3CX User Guide - Page 9

10 3CX Softphone User Guide With the 3CX Softphone Client you can make and receive calls, listen to your Voic s, and chat with other users from a standard mobile device. Installation: Follow the instructions given in your Welcome . Make a call: You can use one of the following methods to make a call. Press on Phone, dial the number you want and then press call. Press on Contact, choose the contact you want to call and then press call. 3CX has access to the mobile contacts so you can call your mobile contacts from the 3CX Application. Functions during the call: Once you are on a call there are a number of options available. Hold: Music will be played to the other party on the call until Hold is pressed again. Transfer: If you want to transfer the call to a third party without announcing the call (blind transfer), press the Transfer button and then dial the number you want to transfer the call to. The call will be transferred directly to the third party. Mute: mute your microphone so the other party cannot hear you. Speaker: Activate the phone speaker. Conference: To add another party to the call, press the Conference button. Note that you can have a maximum of three parties in a conference call. Rec: This will allow you to record the conversation. End: Press to hang up the call Chat/Voic /Recordings To access your chat, voic and recordings Press the More button. Please note that 3CX only allows chat to users that are on the same 3CX system. 3CX User Guide - Page 10

11 Yealink 60B Quick Start User guide A detailed guide is also available at here Soft Keys The two buttons immediately below the LCD display are called soft keys. Each soft key will perform the action that is described immediately above it on the display. The behaviour of soft keys is context sensitive so the action associated with each soft key will change depending on the phone s current state. To Place A Call Dial the number, then press the green off-hook key. For last number redial, press the green off-hook key twice. To view previously dialled numbers, press the green off-hook key once and then use the up and down arrow keys to scroll through the list. Press the green off-hook key to dial the highlighted phone number. Voic Access To access voic messages, dial your own extension number and press the key. Message Depending on your system configuration, you may be prompted for a voic PIN number. Call Hold To place an existing call on hold, press the Options soft key then press the Hold soft key. To retrieve a call on hold, press the Resume soft key. If two calls are on hold, press the Resume soft key to resume the current call. Use the up/down arrows or the Swap soft key to swap between the calls. Call Transfer During a call, press the either or the Options soft key and select Transfer. Dial the number and then press OK. For a blind transfer, the operation is complete. For an attended transfer, wait for answer and then announce the caller. Press the Transfer soft key to complete the transfer. 3 Way Calling When a call is in progress, press the Options soft key and select Conference. Dial the destination number, then press OK. After the party answers, press the Conf. soft key to bring the parties together. Press the red hang up button to end the conference call. Call Forwarding When your phone is idle, press then (Call Features) then Call Forward. The display will show the lines assigned to the handset. Press the up/down arrows to select the desired line, then press OK. Press the up/down arrows to choose the call forward type, then press OK. Select Enabled, then enter the destination number in the Target field. Press the Save soft key to accept the changes. To cancel call forwarding, follow the same steps and select Disabled in the Status field. Volume Control When your phone is idle, press the left/right arrow keys to decrease or increase volume, then press the Save soft key. During an active call, left/right arrow keys will change the volume of the handset, speakerphone or headset, whichever is active. 3CX User Guide - Page 11

12 Yealink T42S Quick Start User guide Blind Call Transfer During a call, press the Transfer soft key and the call is placed on hold. Dial the number you want to transfer to and then press Transfer again. Soft Keys The four buttons immediately below the LCD display are called soft keys. Each soft key will perform the action that is described immediately above it on the display. The behaviour of soft keys is context sensitive so the action associated with each soft key will change depending on the phone s current state. To Place A Call Dial the number, then either press the Send soft key or press the OK button. For last number redial, press twice To view previously dialled numbers, press once and then use the up and down arrow keys to scroll through the list. Press again to dial the highlighted phone number. Voic Access To access voic messages, dial your own extension number and then either press the Send soft key or press the OK button. Depending on your system configuration, you may be prompted for a voic PIN number. Call Hold To place an existing call on hold, press the Hold soft key. To retrieve a call on hold, press the Resume soft key. If two calls are on hold, use the up/down arrows or select the desired call and then press the Resume soft key. Attended Call Transfer During a call, press the Transfer soft key and the call is placed on hold. Dial the number you want to transfer to and then press #SEND. Announce the call when the second party answers and then press Transfer again. 3 Way Calling When a call is in progress press the Conf soft key and the call is placed on hold. Dial the number for the second party and then press #SEND. After the second party answers, press the Conf soft key to bring the parties together. Press the End Call soft key to disconnect all parties. Call Forwarding Press the Menu soft key when the phone is idle, and then select Features->Call Forward. Select the desired forward type: Always Forward - Incoming calls are forwarded unconditionally. Busy Forward - Incoming calls are forwarded when the phone is busy. No Answer Forward - Incoming calls are forwarded if not answered after a period of time. Enter the number you want to forward to. For No Answer Forward, press the left or right arrow keys to select the desired ring time to wait before forwarding from the After Ring Time field. Press the Save soft key to accept the change. Volume Control When your phone is idle press left or right to decrease or increase ringer volume. During an active call press left or right to decrease or increase handset volume. ISPBX User Guide - Page 12

13 Phone handsets and hardware issues: Before calling support, please ensure you have: Troubleshooting Determined if the fault is limited one or several phone handsets. Checked all Ethernet/power cables between your phone handsets, switches, routers and modem. Power cycled all devices in the following order: Phones, switches, routers and modem. Internet service provider (ISP): Before calling support, please ensure: That no one in your office is undertaking any high bandwidth activities. That your ISP has not shaped your Internet connection for exceeding your upload or download quotas. That you can visit and successfully run the speed test (Note your download and upload speed results). That you have power cycled your modem and router. That you have contacted your ISP to ensure their service is operating correctly. Call Carriers Before calling support, please ensure you have checked that your Call Carrier is online. Escalating support requests After self-troubleshooting the issues listed above please escalate to our support team via phone on or ISPBX User Guide - Page 13