Effective communication is the backbone of every successful business, and the 3CX phone system is a powerful tool to streamline operations. Whether you’re a new user or looking to get the most out of your setup, this guide walks you through the essentials of 3CX Version 20. Plus, we’ve included a free downloadable reference guide for your convenience.
What’s New in 3CX Version 20?
To enhance user experience and simplify business communication, 3CX Version 20 introduces several new features and improvements:
Key Updates:
- Unified Desktop and Browser Apps
The desktop and browser apps are now merged into a single platform, reducing the need for multiple downloads and providing a streamlined interface. - Enhanced Call Management
A new calls panel, located in the top left corner of the WebClient, offers improved visibility and control over active calls. - Improved Messaging Integration
The messaging experience has been redesigned with a centralized chat layout, ensuring smoother team communication. - Updated User Interface
The WebClient and app interfaces now feature a cleaner, more intuitive design for effortless navigation.
These updates deliver seamless communication across devices, making 3CX Version 20 an ideal solution for businesses of all sizes.
Let’s show you how to use your 3CX effectively.
1. Getting Started with 3CX
Download and Install the Apps
The 3CX app is available for both iOS and Android devices. Here’s how to get started:
- Download the app from the App Store or Google Play.
- Open the welcome email you received from your admin.
- Scan the QR code to set up your app with ease.
Logging Into the Web Client or Windows App
- Use the Web Client URL provided in your welcome email.
- Log in with your extension number and password.
- Once logged in, download the Windows app and click “Provision” to automatically connect it to your account.
2. Making and Managing Calls
Placing Calls
Making calls with 3CX is simple:
- Use the search bar to find the contact you want to call by name or number.
- Toggle between your smartphone, desk phone, or web client to place the call.
Transferring Calls
- Attended Transfer: Announce the call before transferring by clicking “Att. Transfer.”
- Blind Transfer: Transfer the call directly by clicking “Transfer” and hanging up.
3. Managing Your Availability
Keeping your colleagues informed about your availability is easy with 3CX:
- Use the status drop-down menu to switch between “Available,” “On a Call,” or “Busy.”
- Add a custom status message by clicking the pencil icon.
- Set temporary statuses to automatically revert after a specified time.
4. Leveraging the Chat Function
Collaborate effectively with your team using the built-in chat feature:
- Click “Chat” in the Web Client or app.
- Use the “Compose” icon to create group or one-on-one chats.
- Select extensions and start messaging instantly.
5. Accessing Voicemail
Web Client
- Navigate to “Voicemail” and click the playback icon to listen to messages.
Mobile/Desktop Apps
- Tap the voicemail icon, select a message, and press play.
Desk Phone
- Dial your voicemail number, enter your PIN, and follow the prompts to listen to messages.
6. Scheduling Audio and Web Conferences
3CX simplifies virtual collaboration with easy-to-schedule meetings:
- Open the Web Client or Desktop App and click “Meet.”
- Grant 3CX access to your camera and microphone, then click “Join Now.”
- Share the meeting link via email, WhatsApp, or other platforms.
For Audio Conferences:
- Add a subject, notes, and the preferred time.
- Send invitations with a dial-in number and PIN for external participants.
- Internal participants receive an email with an extension and PIN or are called directly.
Watch our Video Tutorial on How to Transfer Calls with 3CX V20
Download Your Free 3CX V20 User Manual
To make your experience even easier, we’ve compiled all the essential information into a user reference guide. This free downloadable PDF includes step-by-step instructions for every feature covered in this blog post.
Download the 3CX V20 User Manual
Why Choose Foppex as Your Communication Partner?
At Foppex, we specialize in providing tailored communication solutions. As a trusted partner for 3CX systems, we offer training and end-to-end support, from setup to ongoing management, ensuring your business stays connected.
With a focus on innovation and customer satisfaction, we are dedicated to helping businesses like yours achieve seamless communication. Whether you’re upgrading to 3CX Version 20 or exploring new features, our team is here to guide you every step of the way.
If you have questions or need personalized assistance, our team at Foppex is here to help. Reach out to us today
