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Basic Training
certified_engineer_small Welcome to the Basic 3CX Online Training Course outline! The course consists of a series of video tutorials and documentation which will take you through basic 3CX Phone System concepts such as installing 3CX Phone System, phone provisioning and prepares you for the 3CX Certified Engineer certification.

Course 1: Introduction to 3CX Phone System

1.1 Introduction to 3CX Phone System Watch Video Download Slides
1.2 Installing 3CX Phone System Watch Video Download Slides
1.3 Upgrading or Re-installing Watch Video Download Slides

Course 2: Phones & Extensions

2.0 Deploying 3CX Phone Watch Video Download Slides
2.1 Configuring IP Phones Watch Video Download Slides
2.2 Configuring Extensions Watch Video Download Slides
2.3 Configuring Forwarding Rules Watch Video Download Slides

Course 3: Configuring VoIP Providers / SIP Trunks

3.1 Configuring VoIP Providers/SIP Trunks Watch Video Download Slides
3.2 Configuring PSTN Gateways Watch Video Download Slides
3.3 Configuring Inbound Routing Watch Video Download Slides
3.4 Configuring Outbound Roules Watch Video Download Slides

Course 4: NAT & Port Forwarding

4.1 NAT and Port Forwarding Watch Video Download Slides

Course 5: Basic Troubleshooting

Basic Troubleshooting Download Slides

Course 6: WebMeeting

6.0 3CX WebMeeting Watch Video Download Slides

Advanced Training
advancedCertified-Engineers-9783 Welcome to the Advanced 3CX Online Training Course outline! The course consists of a series of advanced video tutorials and documentation which will take you through the 3CX Phone System management such as least cost routing, debugging and prepares you for the 3CX Advanced Certified certification.

Course 1: Advanced Concepts and Configuration

Security with 3CX Phone System Download Slides
Least Cost Routing Download Slides

Course 2: Remote Connections

Configuring Remote Extensions Download Slides
Bridge Configuration Download Slides

Course 3: Troubleshooting Concepts

VoIP Calls in detail Download Slides
Troubleshooting 3CX Phone System Download Slides
Wireshark as a Diagnostic Tool Download Slides

Course 4: System Extensions

Ring Groups Download Slides
Call Queues Download Slides
Digital Receptionist Download Slides
Digital Receptionist 2 Download Slides

Course 5: 3CX Voice Application Designer

Voice Application Designer Download Slides

Course 6: 3CX Hotel Module

3CX Hotel Module Download Slides

End-User Training

Desk Phone Usage

Integrating with your CRM Watch Video
GrandStream with 3CX Watch Video
Managing your Voicemail Watch Video
3CX Desktop Components Watch Video
Cisco Desk Phone with 3CX Watch Video
PolyCom Desk Phone with 3CX Watch Video
Yealink Desk Phone with 3CX Watch Video
Dial Codes in 3CX Watch Video

Making Calls from your 3CX Phone

3CX Using Windows Watch Video
3CX Using your iPhone Watch Video
3CX Using your Android Phone Watch Video

Other 3CX Videos

Struggling with attended transfer on IP Phones? Watch Video
3CX WebRTC Click to Call Watch Video
3CX WebMeeting – Online Meetings and Video Conferencing Made Easy Watch Video
Why Choose 3CX Phone System Watch Video
Making the right call Watch Video

Yealink and 3CX have worked together closely to create a solution that allows users to control their IP Phone from their desktop, providing massive productivity gains. Yealink and 3CX can now provide seamless CTI desktop integration with all Yealink IP Phones and 3CX Phone System. This partnership also guarantees full interop between 3CX and Yealink products, giving partners and customers peace of mind. All new products are fully tested and validated by 3CX before their release, guaranteeing there are no compatibility issues when using Yealink IP phones with 3CX Phone System.

yealink-logo
snom-logo
What SIP Phone can i use with 3cx phone system?

The following SIP Phones / IP Phones are supported by 3CX Phone System for Windows. Click on the phone for a detailed configuration guide. Each SIP Phone has a configuration guide to allow it to be configured via its web interface, or alternatively to allow it to be provisioned and thus configured remotely from the 3CX Phone System interface.

Yealink DECT W52P, VP530
Snom 3 Series- 300, 320, 360, 370
Snom 7 Series- 710, 715/D715, 720/D725, 760/D765
Snom M300, M700

What is a VoIP Gateway?

A VoIP gateway is one of the components required when implementing a VoIP system. As the name suggests, a VoIP gateway is a device that processes the incoming or outgoing voice data. A VoIP gateway connects to a PBX (and to the data network) by way of an Ethernet or WAN interface. A VoIP gateway can be either an analog or a digital device, depending on the requirements of the particular system. VoIP gateways are available as either a module within a router or as a separate dedicated device.

VoIP Gateways that Work

At Patton Electronics, we have developed a comprehensive range of VoIP gateways to address the specific requirements of a wide variety of packet-voice applications. Designed to interface with virtually any telephone system including ISDN PRI & BRI, T1, E1, FXS and FXO to name a few, the SmartNode series supports multiple VoIP standards including H.323, MGCP and the rapidly growing SIP protocol. Whatever kind of voice system you may need, Patton has a SmartNode solution to fit your network.

Patton Smartnode Gateways provides seamless integration with 3CX Phone System, allowing you to integrate phone lines and fax with your feature-rich IP PBX.

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patton_4112

Patton SmartNode SN4112 / SN4114 FXO VoIP Gateway

Configuration

patton_4940

Patton SN4940, SN4950, SN4960 VoIP Gateways

Configuration

patton_4120

Patton SmartNode 4120, 4552, 4554, 4638, 4658 VoIP Gateways

Configuration

FAQ’s

Survey Says SMBs Aren’t Familiar with Telecom Industry Trends

The scale and function provided by advanced telephony solutions are not just for enterprise-level organizations to enjoy. Rather, small businesses can enjoy considerable benefits by leveraging the right telephony solutions, namely with regards to cost efficiency and scalability. So, with that understanding, why are the majority of small- to medium-sized businesses (SMBs) still unaware of the advantages of upgraded telephony?

According to a recent survey conducted by Allworx and Hanover Research titled, “What Do SMBs Want In Business Phone Systems?” the majority of SMB respondents were unaware of telecom industry trends. While 68 percent were aware of the benefits to be had by leveraging VoIP; only 27 percent were with IP telephony, 23 percent with hosted PBX and 19 percent with virtual PBX. But awareness should be at an all-time high as Internet-based telephony remains on the cutting edge of business communication systems. As such, future-proofing business phone systems should be of chief concern for SMBs.

To better educate SMBs about the advantages of IP telephony, here is a list of typical business pain points and the solutions advanced telecom options can provide:

Complicated management

IP-based phone systems eliminate the need for wiring, as the phone lines operate over the Internet. In addition, best-in-class IP phone systems can be managed from a centralized computer-based interface. As such, small businesses won’t experience the same need for repairs as with on-premises phones. Furthermore, if you don’t have an IT staff, the computer-based operability is user-friendly for even the least tech-savvy employee who needs to configure the phone system.

Limited scalability Even SMBs need some degree of scale and flexibility. However, on-premises phone system carriers charge heightened fees to add phone lines. What’s more, these companies need to install physical wiring to add lines which can disrupt business productivity. IP-based phone systems don’t impose such inconveniences, as companies are free to add phone lines internally or create bridges to connect external office locations. SMBs quite literally have scale and flexibility at their fingertips with IP-based phone systems, as managers can choose to add lines and bridges straight from the computer-based interface.

WatchGuard XTM

Introduction This document describes the configuration of WatchGuard XTM devices for the use with 3CX Phone System. This manual is based on Fireware XTM > v11.3 and should be compatible with any device running this Firmware. This guide is based upon the Fireware XTM Policy Manager, but the instructions should also work on the Web GUI.

Status In general Watchguard firewalls are know to work correctly and can be used as gateway in front of a 3CX Phone System to connect Voip Provider, direct Remote Extensions (STUN) and 3CX Tunnel connection

The status of this type of firewall is “Supported”.

Disclaimer Configuration of the firewall will never be carried out by the 3CX Staff at any point and must be made by the System-Administrator of the company. You must understand the risk of opening ports to the World Wide Web.

Configure NAT Start the WatchGuard System Manager and from there start the Fireware XTM Policy Manager.

1. The screenshot below is from a default installation. In this setup there is no need for an outbound policy for the 3CX Phone System because of the Any/Any rule at the bottom.

2. Create a new policy by pressing the +-sign to “Add Policy”. 3. Select “Custom” and press “New…” A new dialog opens where a set of ports can be assigned to the “New Policy Template”.

4. Add all port needed to connect from the outside to the 3CX Phone System (NAT ports). Also validate the ports needed as the ports shown in this guide are outdated.

5. The custom policy is now ready to use, expand “Custom”, select “3CX Phone System” and then “New..” to create a new rule based on the created port set.

6. In the “New Policy Properties”, tab “Policy” configure the name of the rule: 3CX-Inbound

  • Under From: remove “Any-Trusted” and replace it with “Any-External”. Note: If all external peer’s IP addresses are static and know, replace “Any-External” with detailed IP addresses/range given by remote clients or VoIP provider to increase the security aspect.
  • Under To: remove “Any-External” and click “Add”. The “Add Address” screen displays and must be used to add a SNAT rule.
  • Give the SNAT-rule a name, for example: SNAT-3CX-Server and an optional description. Leave the type at Static NAT.
  • Click Add to add the SNAT Members.From the drop down choose either External or another external IP if you have multiple configured on your External interface. Set the Internal IP Address to the IP of the 3CX server (192.168.0.10 in this example) and OK

  • The SNAT rule is now added to the Add Address screen. Click OK.

Validation

Run the 3CX Firewall Checker to validate the setup from the 3CX Phone System Management Consol Settings >> Firewall Checker. All tested ports must return green / working.

By Katerina Kastritou, Posted on : April 14, 2014, Last modified on : April 15, 2014

Mobile Agent Service (V12 or later)

Note: For the Mobile Transfer Service to work, the option “Ring my extension and my mobile at the same time” must be enabled in the extension’s properties.

This service provides the ability to make transfers using DTMF inputs so you can effectively make transfers from your mobile phone. Available only in CCE or 3CXPSPROF Edition.

Feature 1: HOLD While in a call press *80 – This will put the current call on hold.

Feature 2: UN-HOLD Press *81 – this will un-hold a current held call.

Feature 3: Blind Transfer to an Extension Press *82# number/extension # – This will make a blind transfer of your current call to the extension or number that you want to.

Example: Transfer a call to extension 105 or an external number 099219095 where 0 is the outbound rule for the call to go out via PSTN.

Dial *82#105# OR *82#099219095# – This will make a blind transfer (*82) of your current PBX call to the dialed extension (105) or number (099219095). Your mobile will disconnect from the call and the PBX call will be connected to 105 or 099219095 respectively.

Feature 4: Attended Transfer

Press *83# number/extension # that you want to transfer the call to *84 to complete transfer once the recipient answers Example: When you are in a call press *83#105# – This will put the current call (from the PBX) on hold and make a new call to 105. When 105 answers announce the call to the recipient and dial *84. The 3CX PBX will join the previous held call with 105 and disconnect you from both calls.

Feature 5: Conference

Answer the incoming call from the PBX Press *83#number/extension# to put the current call on hold and call that number Once the number/extension is picked up dial *85. This will un-hold your previous held call, keep your mobile connected, and blind transfer the previously held call to the number that you dialed in step 2 thus creating a conference with 3 people Example: accept incoming call and make a 3 way conference with number 105.

Answer incoming PBX call. Dial on your phone’s keypad *83#105# (this will put the previous call on hold and dial 105)

When 105 answers dial *85 to create a conference between 105, you, and the call you answered at step 1.

Auto Provisioning a Snom 710, 720, 760 IP Phone for 3CX Phone System

This guide shows you how to automatically provision the snom 7 series of IP phones which includes the snom 710, 720, 760 phones for use with 3CX Phone System for Windows using the plug and play feature. This guide has been tested with the latest firmware versions supported by 3CX Phone System 11 & 12.

The easiest way to set up a snom 7 series IP phone for use with 3CX Phone System is to use the built-in plug and play provisioning functionality that’s provided for you inside the 3CX Management Console. By auto provisioning your snom 710, 720, 760, your phone configures itself by retrieving a 3CX-generated phone configuration file.

Step 1: Verify Firmware Installed on Your Snom 710, 720, 760 IP Phone

You’ll need to verify that the firmware version that’s currently installed on your snom phone is the 8.7.3.19 firmware version as older firmwares might not have the plug and play feature equipped. To check which firmware is installed on your snom 710, 720, 760 phone, power up the phone and click on Menu > Information > Status Info. If needed, go to the Snom support website and download the correct firmware for your snom 7 series phone.

Step 2: Plug Your snom 7 Series IP Phone into the Network

You’ll need to plug your snom 710, 720, 760 phone into the same LAN where 3CX Phone System sits, otherwise it won’t work.

Step 3: Approve Your snom 710, 720, 760 and Assign an Extension

Now you need to approve the snom’s registration and assign an extension to it. It’s really easy to do. Simply follow the below steps:

1. Click on the Phones node within the 3CX Management Console 2. When you’ve plugged in your snom phone, you’ll see it appear at the top of the list in bold 3. By right clicking on your snom 710, 720, 760, you’re given the option to select the following:

  • Add Extension – this will create a new extension
  • Assign to Existing Extension – this will assign an existing extension

4. Now assign or create an extension and click OK 5. You will be taken to the Edit Extension settings page 6. You can now optionally configure BLF keys or speed dials. For more details on how to do this, see Step 4 below 7. Click OK.

3CX Phone System will send a provisioning link to your snom phone. Once your snom 710, 720, 760 phone receives the link, it’ll reboot itself and apply the configuration. Once its restarted itself, your phone will be ready to use.

Step 4: Optional – Configure BLF Function Keys on Your snom 710, 720, 760 IP Phone

You snom phone has function keys that can be provisioned through the 3CX Plug and Play feature. This can be done in the 3CX Management Console from the Phone Provisioning tab in the extension settings.

1. In the Edit Extension page, navigate to the Phone Provisioning tab 2. Select Codec Priority and Phone LCD Display Language 3. Configure the function keys for BLF, Shared Parking and other various types of Speed Dials 4. Click OK

Once you’ve clicked OK, your snom IP phone will reboot itself and provision itself automatically when it restarts. Congratulations! You have configured your snom 710, 720, 760 phone using the 3CX Plug and Play feature.

Working Sonicwall Configuration for 3CX Phone System

IMPORTANT NOTIFICATION: Sonicwall is not supported with 3CX Phone System. A Sonicwall Firewall with port forwarding implemented, is not able to determine that there is a corresponding NAT inbound rule on a port and will change the ports when sending outbound packets and as a result the 3CX Firewall Checker tests will fail. 3CX will not offer support on issues with a Sonicwall Firewall, VoIP Providers and Remote Extensions, unless the Remote Extensions use 3CX Tunnel- SBC .

The settings listed here were tested in our support labs on the following Models and Firmware combinations:

  • TZ210 using Firmware Version “SonicOS Enhanced 5.5.1.0-5o”
  • NSA240 using Firmware Version “SonicOS Enhanced 5.1.1-18o”
  • NSA2400 using Firmware Version “SonicOS Enhanced 5.8.1.5-46o”
  • Configuring a SonicWall Firewall Device

To configure the SonicWall Firewall please follow these steps:

1. Boot device with the Factory Default configuration

2. Run wizard:

  • Router-style config
  • WAN/LAN config
  • Private LAN IP Address: x.x.x.x (LAN IP Address for Router)
  • Public WAN IP Address: y.y.y.y (WAN IP Address for Router)

3. Create the following Firewall->Services:

  • name==”TCP::5060″, protocol==”TCP”, port_from==”5060″, port_to==”5060″
  • name==”UDP::5060″, protocol==”UDP”, port_from==”5060″, port_to==”5060″
  • name==”TCP::5090″, protocol==”TCP”, port_from==”5090″, port_to==”5090″
  • name==”UDP::5090″, protocol==”UDP”, port_from==”5090″, port_to==”5090″
  • name==”UDP::9000-9049″, protocol==”UDP”, port_from==”9000″, port_to==”9049″
  • name==”UDP::10000-10049″, protocol==”UDP”, port_from==”10000″, port_to==”10049″

4. Create a Firewall->ServiceGroup with the name “3CX::ALL_SERVICES”, with members:

  • TCP::5060
  • UDP::5060
  • TCP::5090
  • UDP::5090
  • UDP::9000-9049
  • UDP::10000-10049

5. Create a Network->AddressObject with:

  • name==”3CX::PBX”
  • zone==”LAN”
  • type=”Host”
  • ipaddress==”z.z.z.z” (IP Address for 3CX PhoneSystem – should be in same subnet as x.x.x.x above)

6. Create a Network->NATpolicy with:

  • OriginalSource==”Any”
  • TranslatedSource==”Original”
  • OriginalDestination==”WAN Interface IP”
  • TranslatedDestination==”3CX::PBX”
  • OriginalService==”3CX::ALL_SERVICES”
  • TranslatedService==”Original”
  • InboundInterface==”X1″
  • OutboundInterface==”Any”
  • EnableNATpolicy==YES
  • CreateReflexivePolicy==NO

7. Create a Firewall->AccessRule with:

  • FromZone==”WAN”
  • ToZone==”LAN”
  • Service==”3CX::ALL_SERVICES”
  • Source==”Any”
  • Destination==”WAN Interface IP”
  • UsersAllowed==”All”
  • Schedule==”AlwaysOn”
  • EnableLogging==YES
  • AllowFragmentedPackets==YES

8. Adjust VoIP->Settings with:

  • Enable consistent NAT == DISABLED
  • Enable SIP transformations == DISABLED

IP Addresses x.x.x.x; y.y.y.y; z.z.z.z; will obviously need to be replaced with the appropriate values for your setup.

Important Notes:

  • You must disable STUN in 3CX PhoneSystem to avoid defeating the port forwarding rules implemented
  • When using direct remote extensions (3CXPhone for Windows, 3CXPhone for iPhone, 3CXPhone for MAC, 3CXPhone for Android and IP Phones) you cannot use the integrated STUN functionality of the 3CX Phone System you need to modify each endpoint of the configuration to use a Third party STUN Server like stun.3cx.com

By Nicky Borg, Posted on : March 01, 2009, Last modified on : April 09, 2014

How To’s

How to Configure WebRTC Call Links

With the release of 3CX Phone System v12.5 Beta, we have introduced our new 3CX WebRTC Gateway feature. Building on our click-to-call functionality, you can share a WebRTC call link with anyone via chat or email, allowing them to place a call, from any open standards browser (Chrome, Firefox), directly to your extension, without needing to install a client. To configure WebRTC call links follow the steps below:

1. Access your Management Console. 2. Click on the “WebRTC Gateway” node, and switch to the “WebRTC Links” tab. WebRTC-Call-Links 3. Check the boxes next to the extensions that you want to configure WebRTC Links for. You can also modify the DID string to make it user friendly. Enter for example the name of the user. 4. Click “Apply” to save. Important Note: To be able to configure WebRTC call links, you need to make sure that you have configured your public IP and external FQDN during setup. The WebRTC Gateway interface will not allow you to proceed before these parameters are configured. External-FQDN Navigate to “Settings” > “Network” > “FQDN” tab to configure these parameters.

How to Check Your Voicemail using Cortelco C62/C58

Cortelco-C62-003
In this example we will demonstrate how to check your voicemail using Cortelco C62 and C58. Cortelco phones support CTI Mode.
Checking your Voicemail
To check your voicemail, press the “Message” button and follow the voice prompts.
Cortelco-C62-010

How to Make a Conference Call Using Cortelco C62/C58

Cortelco-C62-003
In this example we will demonstrate how to make a conference call using Cortelco C62 and C58. Cortelco phones support CTI Mode.
Conference Call
Make or Answer a call. Press the “Conf” soft key. The first caller will be put on hold. Dial the number of the caller you wish to add to the conference call and press “Dial“. When the caller answers press the “Conf” soft key to add them to the conference.
Cortelco-C62-005

Cortelco-C62-006
Press the “Hold” soft key to place the conference on hold. Press the “Split” soft key to split the conference into two individual calls. Press the “End” soft key to end the conference call. A conference with up to three participants (yourself and two others) can be made using this procedure.

How to Make Calls Using Cortelco C62/C58

Cortelco-C62-003
In this example we will demonstrate how to make calls using Cortelco C62 and C58. Cortelco phones support CTI Mode.
Making a call.
Dial the number you wish to call using the keypad and press the “Dial” soft key. The phone will dial the number and your call will be connected.
Cortelco-C62-004

How to Make Calls Using Fanvil C62/C58

Cortelco-C62-003
In this example we will demonstrate how to make calls using Fanvil C62 and C58. Fanvil phones support CTI Mode.
Making a call.
Dial the number you wish to call using the keypad and press the “Dial” soft key. The phone will dial the number and your call will be connected.
IMG_1422

How to Make Calls Using Cisco 7940/7941/7960/7961

Cisco-7961-001
In this example we will demonstrate how to make calls using a Cisco 7961. This procedure stands for Cisco 7940/7941/7960/7961.
Making a call.
Dial the number you wish to call using the keypad and press the “Dial” soft key. The phone will dial the number and your call will be connected. For Cisco 7940 and 7960 press the “New Call” soft key, dial the number you wish to call using the keypad and press the “Dial” soft key.
Cisco-7961-002

How to Make a Conference Call Using Yealink T21/T22/T26

Yealink-T26-001
In this example we will demonstrate how to make a conference call using a Yealink T21/T22/T26.
Conference Call
Make or Answer a call.
Press the “Conf” soft key and dial the number of the caller you wish to add to the conference call. Press “Send“. When the caller answers the call, press the “Conf” soft key. The caller will be added to the conference.
Yealink-T26-005
Yealink-T26-006
While in a conference call you can do the following: Press the “Hold” soft key to place the conference on hold. Press the “Split” soft key to split the conference into two individual calls. Press the “Cancel” soft key to end the conference. A conference with up to three participants (yourself and two others) can be made using this procedure.

How to Make a Conference Call Using Yealink T19P

Yealink-T19-002-300x283
In this example we will demonstrate how to make a conference call using a Yealink T19P.
Conference Call
Make or Answer a call. Press the “New Call” soft key. The first caller will be put on hold. Dial the number of the caller you wish to add to the conference call and press “Send“. When the caller answers the call, press the “Conf” soft key. The caller will be added to the conference.
Yealink-T19-010
Yealink-T19-013
While in a conference call you can do the following: Press the “Hold” soft key to place the conference on hold. Press the “Split” soft key to split the conference into two individual calls. Press the “Cancel” soft key to end the conference. A conference with up to three participants (yourself and two others) can be made using this procedure.

How to Make Calls Using a Snom 320/360/370

Snom-360-003
In this example we will demonstrate how to make calls using a Snom 360. This procedure stands for Snom 320/360/370.
Making a call.
Dial the number you wish to call using the keypad and press “OK” (check mark). The phone will dial the number and your call will be connected.
Snom-360-003

How to Make Calls Using a Snom 870

Snom-870-001
In this example we will demonstrate how to make calls using a Snom 870.
Making a call.
Dial the number you wish to call using the keypad and press “OK” (check mark). The phone will dial the number and your call will be connected.
Snom-870-003

How to Check Your Voicemail using Yealink T21/T22/T26

Yealink-T26-001 (1)
In this example we will demonstrate how to check your voicemail using Yealink T21/T22/T26.
Checking your Voicemail
To check your voicemail, press the “MESSAGE” button and follow the voice prompts.
Yealink-T26-002

How to Make Calls Using a Yealink T21/T22/T26

IMG_1325
In this example we will demonstrate how to make calls using a Yealink T21/T22/T26.
Making a call.
Dial the number you wish to call using the keypad and press “Send“. The phone will dial the number and your call will be connected.
Yealink-Main

How to Make Calls Using a Snom 300

Snom-300-001
In this example we will demonstrate how to make calls using a Snom 300.
Making a call.
Dial the number you wish to call using the keypad and press “OK” (check mark). The phone will dial the number and your call will be connected.
Snom-300-002

How to Check Your Voicemail using Snom 300

Snom-300-001
In this example we will demonstrate how to check your voicemail using a Snom 300.
Checking your voicemail.
To check your voicemail, press the “Message” button and follow the voice prompts.
Snom-300-003

How to Make a Conference Call Using Snom 300

Snom-300-001
In this example we will demonstrate how to make a conference call using a Snom 300.
Conference Call.
Make or Answer a call. Press the “Hold” button to place the caller on hold. Dial the next caller and put them on hold. Repeat the process for up to three callers. When all the callers that you wish to conference with are on hold, press the “Cnf.On” soft key to start the conference call. A conference with up to four participants (yourself and three others) can be made using this procedure.
Snom-300-006-e1400854649641

How to Make a Conference Call Using Snom 320/360/370

Snom-360-002-300x223
In this example we will demonstrate how to make a conference call using a Snom 360. This procedure stands for Snom 320/360/370.
Make a call. Press the “Hold” button to place the caller on hold. Dial the next caller and put them on hold. Repeat the process for up to four callers. When all the callers that you wish to conference with are on hold, press the “Conference” button to start the conference call. A conference with up to five participants (yourself and four others) can be made using this procedure.
Snom-360-003

How to Check Your Voicemail using Snom 320/360/370

Snom-360-002-300x223
In this example we will demonstrate how to check your voicemail using a Snom 360. This procedure stands for Snom 320/360/370.
Checking your Voicemail
To check your voicemail, press the “Message” button and follow the voice prompts.
Snom-360-001

How to Check Your Voicemail using Cisco SPA500 Series Phones

In this example we will demonstrate how to check your voicemail using Cisco SPA525G. The procedure stands for all Cisco SPA500 Series Phones.

Checking your Voicemail To check your voicemail, press the “Message” button and follow the voice prompts.

How to Make a Blind and Attended Transfer using Yealink T19P

In this example we will demonstrate how to perform a blind and attended (consultative) transfer using a Yealink T42. This procedure applies to Yealink T19P.

Note: A Blind Transfer is a transfer to another extension without actually initiating a call to the end destination. The call is blindly transferred to the destination. By comparison, an attended transfer is a transfer where before actually transferring to the destination, the call is put on hold and another call is initiated to confirm whether the end destination actually wants to take the call or not. These two calls are then merged together.

Blind Transfer Procedure

  • Press the “Answer” soft key to answer an incoming call
  • Press the “Tran” soft key to start the blind transfer procedure. Dial the extension number of the person you would like to transfer the call to. Press “Tran” to complete the procedure.

Attended Transfer Procedure

  • Press the “Answer” soft key to answer an incoming call.
  • Press the “Tran” soft key to start the attended transfer procedure. This will automatically put the caller on hold. Dial the extension number of the person you would like to transfer the call to. Press “OK” to call. The transfer recipient answers and accepts to take the call.
  • Press the “Tran” soft key to transfer the call.

The original caller and the transfer receipient are now connected.

How to Make a Blind and Attended Transfer with Yealink T21/T22/T26

In this example we will demonstrate how to perform a blind and attended (consultative) transfer using a Yealink T21/T22/T26.

Note: A Blind Transfer is a transfer to another extension without actually initiating a call to the end destination. The call is blindly transferred to the destination. By comparison, an attended transfer is a transfer where before actually transferring to the destination, the call is put on hold and another call is initiated to confirm whether the end destination actually wants to take the call or not. These two calls are then merged together.

Blind Transfer Procedure

  • Press the “Answer” soft key to answer an incoming call
  • Press the “Tran” soft key, enter the extension number of the person you would like to transfer the call to.
  • Press the “Tran” soft key.

Attended Transfer Procedure

  • Press the “Answer” soft key to answer an incoming call.
  • Press the “Hold” soft key.
  • Press the “Tran” soft key to start the attended transfer procedure. This will automatically put the caller on hold.
  • Press the “New Call” soft key. Enter the extension number of the user you would like to transfer the call to.
  • Press the “Send” soft key.
  • The transfer recipient answers and accepts to take the call.
  • Press the “Tran” soft key.
  • Select the caller you wish to transfer the call to using the arrows and press “OK”.

The original caller and the transfer receipient are now connected.

How to Make a Blind and Attended Transfer Using Yealink T41/T42

In this example we will demonstrate how to perform a blind and attended (consultative) transfer using a Yealink T42. This procedure applies to Yealink T42 and T41.

Note: A Blind Transfer is a transfer to another extension without actually initiating a call to the end destination. The call is blindly transferred to the destination. By comparison, an attended transfer is a transfer where before actually transferring to the destination, the call is put on hold and another call is initiated to confirm whether the end destination actually wants to take the call or not. These two calls are then merged together.

Blind Transfer Procedure

  • Press the “Answer” soft key to answer an incoming call
  • Press the “Tran” soft key to start the blind transfer procedure. Dial the extension number of the person you would like to transfer the call to. Press “Tran” to complete the procedure.

Attended Transfer Procedure

  • Press the “Answer” soft key to answer an incoming call.
  • Press the “Tran” soft key to start the attended transfer procedure. This will automatically put the caller on hold. Dial the extension number of the person you would like to transfer the call to. Press “OK” to call.
  • The transfer recipient answers and accepts to take the call.
  • Press the “Tran” soft key to transfer the call.

The original caller and the transfer receipient are now connected.

How to Make a Blind and Attended Transfer Using a Yealink T46/T48

In this example we will demonstrate how to perform a blind and attended (consultative) transfer using a Yealink T48. The procedure stands for Yealink T46.

Note: A Blind Transfer is a transfer to another extension without actually initiating a call to the end destination. The call is blindly transferred to the destination. By comparison, an attended transfer is a transfer where before actually transferring to the destination, the call is put on hold and another call is initiated to confirm whether the end destination actually wants to take the call or not. These two calls are then merged together.

Blind Transfer Procedure

  • Press “Answer” on the touch screen to answer the call
  • Press the “Transfer” button on the touch screen, enter the extension number of the person you would like to transfer the call to. Press “Transfer”.

The the call has been transferred to the specified extension.

Attended Transfer Procedure

  • Press “Answer” on the touch screen to answer the call.
  • Put the caller on hold by pressing the “Hold” button on the touch screen.
  • Press the “New Call” button to initiate a new call. Dial the extension number of the person you would like to transfer the call to. Press “Send”.
  • The transfer recipient answers and accepts to take the call.
  • Press the “Transfer” button on the touch screen and select the call that is on hold on the touch screen.

How to Make a Blind and Attended Transfer Using a Yealink VP530

In this example we will demonstrate how to perform a blind and attended (consultative) transfer using a Yealink VP530.

Note: A Blind Transfer is a transfer to another extension without actually initiating a call to the end destination. The call is blindly transferred to the destination. By comparison, an attended transfer is a transfer where before actually transferring to the destination, the call is put on hold and another call is initiated to confirm whether the end destination actually wants to take the call or not. These two calls are then merged together.

Blind Transfer Procedure

  • Press “Answer” on the touch screen to answer the call
  • Press the “Transfer” button on the touch screen, enter the extension number of the person you would like to transfer the call to. Press “Transfer”.
  • The the call has been transferred to the specified extension.

Attended Transfer Procedure

  • Press “Answer” on the touch screen to answer the call.
  • Dial the extension number of the person you would like to transfer the call to. Press “OK”.
  • The transfer recipient answers and accepts to take the call.
  • Press the “Transfer” button on the touch screen and select the call that is on hold on the touch screen.

The two calls are now merged.

How to make a Blind and Attended Transfer using Snom 715/710

In this example we will demonstrate how to perform a blind and attended (consultative) transfer using a Snom 710. This procedure applies to Snom 715 and 710.

Note: A Blind Transfer is a transfer to another extension without actually initiating a call to the end destination. The call is blindly transferred to the destination. By comparison, an attended transfer is a transfer where before actually transferring to the destination, the call is put on hold and another call is initiated to confirm whether the end destination actually wants to take the call or not. These two calls are then merged together.

Blind Transfer Procedure

  • Press “OK” (check mark) to answer an incoming call.
  • Press the “Xfer” soft key to start the blind transfer procedure. Dial the extension number of the person you would like to transfer the call to. Press “OK”.
  • The call has been transfered to the specified extension.

Attended Transfer Procedure

  • Press “OK” (check mark) to answer an incoming call.
  • While on call, press “Line 2” to initiate a new call. This will automatically put the caller on hold.
  • Dial the extension number of the person you would like to transfer the call to. Press “OK”.
  • The transfer recipient answers and accepts to take the call.
  • Press the “Xfer” soft key followed by “OK”.

The call from Line 1 and Line 2 are now merged.

How to make a Blind and Attended Transfer with Snom 360

In this example we will demonstrate how to perform a blind and attended (consultative) transfer using a Snom 360. This procedure applies to Snom 320, 360, 370

Note: A Blind Transfer is a transfer to another extension without actually initiating a call to the end destination. The call is blindly transferred to the destination. By comparison, an attended transfer is a transfer where before actually transferring to the destination, the call is put on hold and another call is initiated to confirm whether the end destination actually wants to take the call or not. These two calls are then merged together.

Blind Transfer Procedure

  • Press “OK” (check mark) to answer an incoming call.
  • Press the “Transfer” button to start the blind transfer procedure. Dial the extension number of the person you would like to transfer the call to. Press “OK”.

The call has been transfered to the specified extension.

Attended Transfer Procedure

  • Press “OK” (check mark) to answer an incoming call.
  • While on call, press “Line 2” to initiate a new call. This will automatically put the caller on “Line 1” on hold.
  • Dial the extension number of the person you would like to transfer the call to. Press “OK”.
  • The transfer recipient answers and accepts to take the call.
  • Press the “Transfer” button followed by “OK”.

The call from Line 1 and Line 2 are now merged.

How to make a Blind and Attended Transfer using Snom 760/720

In this example we will demonstrate how to perform a blind and attended (consultative) transfer using a Snom 760. This procedure applies to Snom 760, 720, 715 and 710.

Note: A Blind Transfer is a transfer to another extension without actually initiating a call to the end destination. The call is blindly transferred to the destination. By comparison, an attended transfer is a transfer where before actually transferring to the destination, the call is put on hold and another call is initiated to confirm whether the end destination actually wants to take the call or not. These two calls are then merged together.

Blind Transfer Procedure

  • Press “OK” (check mark) to answer an incoming call.
  • Press the “Xfer” soft key to start the blind transfer procedure. Dial the extension number of the person you would like to transfer the call to. Press “OK”.

The call has been transfered to the specified extension.

Attended Transfer Procedure

  • Press “OK” (check mark) to answer an incoming call.
  • While on call, press “Line 2” to initiate a new call. This will automatically put the caller on “Line 1” on hold.
  • Dial the extension number of the person you would like to transfer the call to. Press “OK”.
  • The transfer recipient answers and accepts to take the call.
  • Press the “Transfer” button followed by “Line 1” (button above Line 2).

The call from Line 1 and Line 2 are now merged.

How to Park and Pick up a Parked call using a Desk Phone

3CX Phone System offers the ability to park a call and for that call to be picked up from another extension.

To park a call:

BLIND Transfer Button followed by *00 to 09 to specify the parking orbit. For example *01 will place the call in the parking orbit 1. *02 will place the call in the parking orbit 2.

To pick up a parked call:

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

Parking lots support parking of multiple calls. Therefore, when un-parking, you can add the extension number from which the call was parked to be sure that you un-park the particular call you had initially parked there. For example, if extension 100 parked a call in park 0, this call can be picked up by extension 101 by dialling *10100

Examples for Popular IP Phones

Some examples to park a call with popular phones: Snom – press the TRANSFER button and dial *00 Polycom – press the TRANSFER button, from the screen, then choose the option BLIND and then dial *00 Cisco – choose “More” option on the screen, choose BlndXfr and dial *00

Note: Call Pickup and Call Park are only available in commercial editions of the 3CX Phone System

   Park Calls

0* – Used to park a call. While on a call, click on the Transfer button and dial *0 followed by the parking slot. E.g. to park the call in parking slot 1, dial *01.

   Call Park Pickup

*1 – Used to pick up a parked call. E.g. to pick up a call parked in slot 1, dial *11

   Call Pickup

*20* – Used to pick up a call which is dialling at another extension. E.g to pick up a call dialling on extension 106, dial *20*106

    Enable DND

*61 – Used to Enable DND for the extension.

  Disable DND

*60 – Used to disable DND for the extension.

  Change Extension Profile Status

*3 – Used to change the status of your profile. *3 should be followed by one of the following to change the profile accordingly:

  • 0 – Available
  • 1 – Away
  • 2 – Out of Office
  • 3 – Available 2
  • 4 – Out of Office 2

  Queue Extension Login

*62 – Used to log the extension in to the Queues.

  Queue Extension Logout

*63 – Used to log the extension out of the Queues.

  Supervised Call Transfer (Yealink Phones)

During an active call, press TRAN Enter extension number and hit TRAN

  Blind Call Transfer (Yealink Phones)

During an active call, Press TRAN Enter number and press ‘OK’ Press TRAN to complete the transfer

  Conference Call (Yealink Phones)

Initiate call with the first party, once you are connected press the CONF button Dial the number that you would like to include in the conference call Once the second party picks up or answer the call press the CONF button again to join the second caller in the conference call

  Retrieving Voice Mail by Phone

To retrieve your voice mail by phone:

Dial the voice mail system extension. By default this is 999. If you are outside the company, you can dial this number from any digital receptionist menu. Enter your extension number and when prompted your pin number. Press pound #. A prompt will be played with the number of read and unread messages in your voice mailbox. Press * to play your unread messages. During playback of voice mail, you have these options:

  • 0 – Skip to the next message.
  • 1 – Skip to the previous message.
  • 2 – Repeat current message.
  • 3 – Delete the current message and automatically go to the next message.
  • 4 – Call Back – this will trigger a call to the caller ID of the person who left the message.
  • 5 – Forward message to another extension.
  • 9 – To go to the Voice mail options menu.
  • # – To hang up the call.

  Voice Mail Options Menu

The voice mail options menu allows you to set your status, configure your pin code and delete all read messages. It can be reached by entering 9 during message playback or during the welcome prompt. The following options are available:

  • 1 – to set your status.
  • 3 – to dial an external number or internal extension.
  • 4 – to delete all messages.
  • 5 – To record your name (used for call by name).
  • 6 – To play mailbox information.
  • 7 – To change pin number.
  • 8 – To change your voice mail greeting.
  • 9 – To repeat the prompt.
  • # – To exit the call.

   Send a call to a Voicemail

*4 – Used to connect to voicemail of an extension. E.g. to leave a message for extension 106, dial *4106

  Hide Caller ID

*5 – Dial *5 before the number to be dialled to hide your caller ID from the call.

  Billing Code Feature

** – This indicates that a billing code is to be used for the call. First dial the number followed by ** followed by the billing code. E.g. if the number to be dialled is 956322 and the billing code is 562, then the full number to be dialled is 956322**562

  Emergency Code

The Emergency code is used to toggle the status of the Phone System between In Office to Out of Office. This code is not defined by default. If you want to use this code, you will need to define your own code from the Dial Codes page.

  Create an Ad-hoc Conference Bridge from a Desk Phone

Dial the conference extension number, by default this is 700. You will be requested to enter a conference ID. This can be any number, for example ‘100’. If the phone system requires a security PIN to create a call conference, you must enter it after the conference ID, separated by a *, for example: 100*0000 (where 100 is the conference ID and 0000 the system wide conference PIN). If you are the first participant, the conference system will ask you to confirm creation of the conference. Press * to confirm or # to cancel. You will be asked to speak your name after the beep and press a button to continue. You will now enter the conference. If you are the first caller, you will hear music on hold, whilst you wait for the other callers. As soon as another caller joins, his name will be announced.

Note: Prior to creating the conference, you should notify all of the participants you require to be present in the conference. This notification should include the conference extension number, conference ID, conference PIN, DID and calendar information in the form of an email or any media you deem necessary.

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