{"id":13520,"date":"2021-08-06T13:56:35","date_gmt":"2021-08-06T18:56:35","guid":{"rendered":"http:\/\/45.33.92.219\/?p=13520"},"modified":"2021-08-06T13:56:35","modified_gmt":"2021-08-06T18:56:35","slug":"3cx-web-client-one-stop-for-all-communication","status":"publish","type":"post","link":"https:\/\/claritytg.com\/index.php\/2021\/08\/06\/3cx-web-client-one-stop-for-all-communication\/","title":{"rendered":"3CX Web Client – One Stop For All Communication"},"content":{"rendered":"
3CX Web Client – One Stop For All Communication<\/strong><\/h5>\n

By: Bruce G. Kreeger<\/strong><\/p>\n

\n

This article is specifically geared to Version 18 Beta 1 \u2013 Version 18 is coming very soon.<\/strong><\/p>\n

The 3CX Web Client is easy to use and combines all the features you need to communicate efficiently, collaborate, and connect with colleagues, partners, and customers, straight from your browser or the native Windows desktop app. From this one interface, you can easily make calls, view the status of colleagues, hold a video conference, and communicate with customers via voice, live chat, Facebook messaging, and SMS.<\/strong><\/p>\n

\"\"<\/a><\/strong><\/h6>\n

 <\/p>\n

Let’s Get Started: Logging On<\/strong><\/h6>\n

In your Welcome Email, you’ll find your credentials and a link to the web client.<\/strong><\/p>\n

1.\u00a0\u00a0\u00a0Head over to the\u00a0“Your User Account on your New 3CX System”\u00a0email.<\/strong><\/p>\n

2.\u00a0\u00a0\u00a0Click on your web client URL, e.g., https:\/\/mycompany.3cx.com\/webclient\/<\/strong><\/p>\n

3.\u00a0\u00a0\u00a0Log in using the extension and password in your email or with your Google or Microsoft 365 account.<\/strong><\/p>\n

If you’ve lost your Welcome Email, you can have it re-sent via the smartphone app (iOS or Android).<\/strong><\/p>\n

Download The Desktop App<\/strong><\/h6>\n

The desktop app for Windows includes all of the features of the web client but provides a more native experience. To download the app:<\/strong><\/p>\n

1.\u00a0\u00a0\u00a0Click on the Windows icon\u00a0\u00a0at the top of the side menu in the web client.<\/strong><\/p>\n

2.\u00a0\u00a0\u00a0Follow the steps to install and provision the app.<\/strong><\/p>\n

Note: You can also use the old\u00a03CX\u00a0Windows Client<\/a>.<\/strong><\/p>\n

Start A Call<\/strong><\/h6>\n

To call, click on the dial pad in the top-right menu or click on the search icon. Enter the phone number or search by name, extension number, or email address.<\/strong><\/p>\n

Choose Your Device To Place A Call<\/strong><\/h6>\n
\"No<\/strong><\/div>\n

You can seamlessly place calls from your IP phone, the iOS or Android app, web client or the desktop app – wherever you have provisioned your extension. What’s more, by using the phone selector in the web client’s dialer, you can easily select your preferred device and seamlessly control calls from the web client interface.<\/strong><\/p>\n

\"No<\/strong><\/div>\n
In-Call Functions<\/strong><\/h6>\n

Once you’re in a call, you can perform several actions with just a few mouse clicks.<\/strong><\/p>\n

Transferring A Call<\/strong><\/h6>\n

Click on\u00a0“Transfer”\u00a0and enter the name or number of the person you want to transfer the call to. The call is transferred without you speaking to the receiver on the other end – this is known as a blind transfer.<\/strong><\/p>\n

To speak to the receiver and get permission to transfer a call, click\u00a0“Att.transfer”. This will allow you to put the caller on hold and speak to the receiver before passing the call through.<\/strong><\/p>\n

Creating A Conference Call<\/strong><\/h6>\n

Click the\u00a0“Conference”\u00a0button and enter the name or number of the person\/s you would like to add to the call. They will be dialed and, upon answering, will be added to the existing call.<\/strong><\/p>\n

Recording A Call<\/strong><\/h6>\n

At any time during a call, you may record the conversation. Simply click\u00a0“Record”\u00a0to begin and click again to end the recording. Recordings can be accessed in the Web Client >\u00a0“Recordings”.<\/strong><\/p>\n

Note:\u00a0The ability to record and to view\/edit recordings depends on the permissions given to you by your administrator.<\/strong><\/p>\n

Initiating A New Call<\/strong><\/h6>\n

During an ongoing call, you may initiate a new call on a separate line without hanging up on the current call. To do this, click\u00a0“New Call”\u00a0and enter the name or number of the callee.<\/strong><\/p>\n

Switch To Video Call<\/strong><\/h6>\n

During an ongoing call, you may elevate to a video call by clicking the\u00a0“Video”\u00a0icon in the dial pad without hanging up on the current call.<\/strong><\/p>\n

Manage Your Status & Queues<\/strong><\/h6>\n
\"No<\/strong><\/div>\n

Make the most of the\u00a0“Status”\u00a0feature to save time and increase efficiency by seeing which colleagues are available to take calls. Avoid distractions and set your own status to let others know when you’re away or you don’t want to be disturbed.<\/strong><\/p>\n