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Range 3CX PBX End User Quick Start Manual

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3CX PBX
END USER QUICK START GUIDE
Updated April 2021

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Summary of Contents for Range 3CX PBX

  • Page 1 3CX PBX END USER QUICK START GUIDE Updated April 2021...

  • Page 2: Table Of Contents

    TABLE OF CONTENTS 1. INTRODUCTION ................................... 4 2. QUICK REFERENCE INFORMATION ..........................4 3. CALLING ......................................5 3.1 INTERNAL CALLS .................................. 5 3.2 EXTERNAL CALLS ................................5 3.3 EMERGENCY CALLS ................................5 3.4 SPEAKER PHONE ................................. 5 3.5 ENDING CALLS ..................................5 3.6 ANSWERING CALLS ................................
  • Page 3 8. WEB CLIENT DASHBOARD ..............................12 8.1 LOGIN INFORMATION ............................... 12 8.2 DASHBOARD LOGIN ................................. 13 8.3 DASHBOARD BREAKDOWN ............................14 8.4 PEOPLE ....................................15 8.5 CONTACTS .................................... 16 8.6 CHAT ......................................17 8.7 CALL HISTORY ..................................17 8.8 VOICEMAIL .................................... 18 8.9 SCHEDULE CONFERENCE ............................

  • Page 4: Introduction

    This guide will help you set up and become comfortable with basic and advanced features on your new phone. Some advanced calling features may need to be activated by Range. If you want features activated, any problems or need a more detailed description of the operation of your phone, then please contact us.

  • Page 5: Calling

    3. CALLING 3.1 INTERNAL CALLS To call another person in your business lift the handset and dial the other person's extension. This is typically a 3, 4, or 5-digit number, and may begin with #. On the cordless handsets, dial the extension and then hit the Send key.

  • Page 6: Answering Calls

    3.6 ANSWERING CALLS To answer an incoming call, lift your handset and you will be connected to the caller. To answer a call using the speakerphone, do not lift the handset and instead press the Speaker key. To answer a call using the headset, lift the headset from the docking station and you will be connected to the caller.

  • Page 7: Advanced Call Handling

    5. ADVANCED CALL HANDLING 5.1 PUTTING A CALL ON HOLD You can put a call on hold by pressing the Hold key. You may now replace the handset without cutting the caller off. You can also make another call or use other phone functions. To retrieve the call, press the Resume key.

  • Page 8: Transfer Cordless Only

    5.3.4 TRANSFER CORDLESS ONLY only cordless transfers 1. Select Transfer, OPTIONS then dial *0 and any number you want 0-9 and push Transfer. a. This won’t interfere with parked calls on desktop phones, but it will not cause a park button to light up on a desk phone.

  • Page 9: Do Not Disturb

    5.6 DO NOT DISTURB If you don't want any calls to ring your phone, but instead go straight through to your voicemail, you can enable Do Not Disturb. If you have a key marked DND, you can utilize this to toggle Do Not Disturb on and off. Or you dial *61 to active or *60 to disable.

  • Page 10: Customize Greetings On The Handset

     Press 3 for Out of the Office  Press 4 for Custom Profile 1  Press 5 for Custom Profile 2 o To dial a number press 3 o To delete all read messages press 4  To delete all read message press * ...

  • Page 11: Forward Voicemail

    6.5 FORWARD VOICEMAIL To forward a voicemail to another user using the handset, follow these steps. 1. Dial or press the Messages/Voicemail key on the handset and wait for the menu prompt 2. Press to listen to message 3. Press to forward to another user 4.

  • Page 12: Web Client Dashboard

    1. Your extension number is "1234" 2. Your voice mail PIN is "0000" 3. You can retrieve your voice mail by dialing "999" 4. Your personal Click2Meet URL is: https://range.demo-us- wy.3cx.net/join/ext1234 The 3CX Web Client Manage your phone, see presence of colleagues, chat, and web conference. To access 1.

  • Page 13: Dashboard Login

    *If there are 3 failed attempts to login, the IP of your device will be blacklisted on the system to prevent fraud and hacking attempts. If this happens, contact Range or your phone system Admin to unblock the IP address.

  • Page 14: Dashboard Breakdown

    8.3 DASHBOARD BREAKDOWN Web Client Main Screen example. Left Side Extension Menu...

  • Page 15: People

    8.4 PEOPLE Within the left navigation, the People tab shows all the extensions in the system. Next to each extension are feature icons. • Extension Monitoring • Dial an Extension • IM an Extension • Web Meeting • Add to Favorites Extension Monitoring Statuses Line available Line in use...

  • Page 16: Contacts

    8.5 CONTACTS Within the left navigation, the Contacts tab, opens the All Contacts tab. However, contacts can be organized by Company and Personal. Contacts added to Company show on all extensions.

  • Page 17: Chat

    8.6 CHAT Within the left navigation, the Chat tab, is an instant messaging feature is built into the system. You can IM any extension in the system via the Web Client. 8.7 CALL HISTORY Within the left navigation, the Call History tab there is a list of the extension’s calls.

  • Page 18: Voicemail

    8.8 VOICEMAIL Within the left navigation, the Voicemail tab logs and saves all voicemails of the extension. Call information is given as well. Voicemail screen has feature icons along the right side of the screen: • Download the message • Play the message on your handset •...

  • Page 19: Webmeeting

    8.10 WEBMEETING Within the left navigation, the WebMeeting tab gives the ability to have a web meeting with those in or outside of the system. 8.11 SWITCHBOARD If the system has a call queue provisioned, the Switchboard tab provides call demographics for the group.

  • Page 20: Settings

    8.12 SETTINGS Within the left navigation, the Settings tab is where the extension can be customized. • General- General contact and extension information • Personalize o Status View - How extensions are displayed on Presence and Switchboard screens o Group Presence - Which groups you would like displayed on Presence and Switchboard screens o Active Calls - Types of calls to see in the Active Calls Section o Queues - Select the queues you would like to monitor...

  • Page 21: Qr Code

    8.14 QR CODE With the 3CX app, an extension can be tied to another device like a cell phone and the QR code is how the extension and device is synced.

  • Page 22: Blf Settings

    8.15 BLF SETTINGS BLF “Busy Lamp Fields” are speed dials for the handset via soft keys on the touch screen. To customize the BLFs, select BLF Settings under Settings. • Soft Key Options o Line - If you would like a soft key with your extension to pick up a line. o BLF - A monitoring extension speed dial.

  • Page 23: How To Make Extension Status Changes

    8.16 HOW TO MAKE EXTENSION STATUS CHANGES For those who have the 3CX app on another device, any time a call comes into an extension all devices connected to the extension will ring. To determine when an extension will ring, change the extension’s status via the Webclient or the 3CX app.

  • Page 24: Using The App To Make Status Changes

    8.16.2 USING THE APP TO MAKE STATUS CHANGES • In the 3CX App, press the square on the top right of the screen, this is the extension’s status indicator. • Then select the status option you would like to change the extension to. *The status default for call flow is to send calls straight to voicemail.

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