Recommended User Settings When Setting Up CloudPBX Phone for Windows

Once you apply the user configuration, please complete the following:

Step #

Task

Screenshot

1

Open the Switchboard

2

Select "Receptionist"in the View section.

3

Select the  Switchboard settings button

4

Under Status View, select the Show group headers.

5

In the 3CX Presence window, select the Settings button.

6

Select Hot Keys

7

Select Copy number from clipboard

8

Select the Enable keyboard shortcut button.

9

Select OK

10

Go back to the main Presence window.

Select the Chat button.

11

Select the Tool icon

12

Select the Automatically open chat window on incoming chat.

13

Select the back button to go back to the Presence window.

14

Select the Settings button.