Quick User Guide to Your CloudPBX

 

Quick User Guide to Your CloudPBX

https://www.3cx.com/user-manual/

Task

Screenshot

Manage Your Status

From your desktop, go to your CloudPBX app. Below your name, click on the arrow to reveal the drop-down menu. Then, select your status.

 

 

Setting Your Voicemail Greeting from the Phone

From Your desktop Phone:

 

 

 

 

 

  1. Dial the voicemail number as indicated in your Welcome Email.
  2. Enter your PIN and then press “#”.
  3. Select option “9”.
  4. Select "2" on your phone keypad.
  5. Then select “0” to record.
  6. Record

Press “#” to end recording and “0” to save.

To Playback Voicemail by Phone

By Phone:

  1. Press on the “Voicemail/Message” button:

  1. Follow the prompt and enter your PIN number.
  2. Next press “#”.
  3. Press “*” to play your messages.

By Email

You will receive an email with the sound file attached (.wav). Double-click on the sound file and it should automatically open and play.
Make & Receive Calls

 

 

 

 

 

  1. Double-click on an extension or enter name or phone number in the search box (Note: the name will only work if they are a listed extension or if they are on your contact list).

To receive a call, click on Answer.

Transfer Calls

 

Method 1: From Your App

1. Transfer a call by clicking “Transfer” or “Att. Transfer”. Or, go to your Switchboard by clicking here:

2. The Switchboard window will open. From there, you can click above to where the live call is, click and drag to the extension you would like to transfer to.

Method 2: From the Physical Phone

  1. Someone calls in and the call is transferred to you.
  2. From your physical phone:
    1. Hit the CONF key
    2. Dial the other phone number (for the third party)
    3. Once the third party is on, hit CONF again.

Method 3: Blind Transfer

3. To blind transfer, click “Transfer” and hang up.

Chat with Your Colleagues

 

 

 

  1. Click on the “Chat” icon.

2. Find a previous chat, or, enter the extension of the person you want to chat with:

3. When you enter the extension, it will appear so you can select them.

Call Numbers from Web Pages Using the Click2Call Extension

 

 

 

  1. Install the Chrome or Firefox extension.
  2. Configure it and refresh your browser.
  3. Clicking on a number will launch the 3CX dialer.

 

To Park a Call

 

 

BLIND Transfer Button followed by *00 to 09 to specify the parking orbit.

Dialing *01 will place the call in the parking orbit 1.

Dialing *02 will place the call in the parking orbit 2.

To Pick Up a Parked Call

 

 

 

Dialing *10 to 19 where the 0 – 9 is the park orbit number

 *11 will pick up any calls parked in parking orbit 1

 *12 will pick up any calls parked in parking orbit 2

Multiple Calls in Parking Lots

 

 

 

To un-park, add the extension number from which the call was parked

if extension 100 parked a call in park 0, this call can be picked up by extension 101 by dialing *10100

Creating a Web Conference

 

 

 

  1. Click on the “WebMeeting” icon.

2. Your default browser will open a new tab for the WebMeeting. Allow WebMeeting to use the camera and microphone.

Your screen should look like this:

3. In the top right box, click on the "+" to add an attendee to the meeting.

4. The Invite Participants box will open. There, you can add each participant that you would like in the meeting.

5. Once you have finished, click OK. Each participant will receive an email from you with the invite to join the webmeeting.

Creating an Audio Conference from the Web Client, Android & iOS Apps

 

 

 

 

 

  1. Tap or click on “Schedule Conference” (in the top menu for smartphones).
  2. Enable Announcements” to get notified when participants join.
  3. Add the “Subject” and “Notes”.
  4. Specify the preferred time.
  5. Hit “Create Meeting” (Web Client) or “Done” (Android & iOS) and add participants.

 

 

External Participants will receive an invitation email with an external dial-in number and a PIN.

Internal participants will receive an email with an extension and PIN or be called.