How to install the v20 New 3CX Windows Softphone App

How to install the v20 New 3CX Windows Softphone App

How to install the v20 New 3CX Windows Softphone Application

Introduction

The Windows App is a native softphone for Microsoft Windows. Deployed via the Windows store, it offers greater security as all apps are security checked by Microsoft prior to publishing. The softphone enables you to set your status, manage calls, access CRM & phone book entries as well as view your BLF panel for easy calling.

Installation & Provisioning


To install the Windows softphone:

Provision from the Web Client

Once the app has been installed, you'll need to provision the Windows softphone from your web client:

  • Open your 3CX Web Client in your browser by going to your specific 3CX URL. IE https://tronic.3cx.com.au 
  • Click on bottom left click Apps and click on the Windows App tile.

  • Tap on the Provision Button, followed by clicking on ‘Open 3CX’ in the browser pop up window.
  • The app will launch with your extension automatically configured.
  • Windows Defender will prompt you to allow 3CX access.
  • You are good to go. You no longer need to access the web client and can continue to use the new 3cx Windows app installed. Do not have webclient and Windows app open at same time.

Making a call

Initiate a call from the phonebook, by manually entering a number in the dialpad or by copying and pasting a number. During an active call you can:

  • “Transfer”- choose from 2 different types of call transfer: 
  1. “Blind Transfer” - transfer the call without informing the receiver.
  2. “Att. Transfer” - inform the receiver and then transfer the call.
  • “Conference” - add more participants to the call.
  • “Record” - record the conversation.
  • “New call” - places the current call on hold to make a new one.

Create an ad-hoc conference


Windows Softphone App V20Windows Softphone App V20
Add participants to an active call to create an ad-hoc conference. During an ongoing call:
  1. Click the “Conference” button on the dial pad.
  2. Add the new participant to the call by searching for them by name or extension, or by entering their phone number.
  3. Tap the searched contact or “Call (Number)” to add. If only one number is assigned to the contact, this number will automatically be dialed and added to your call.

Setting your Status


  1. Click on your initials or profile picture in the top left corner on your app.
  2. Select your status to let colleagues know whether you are available or not.
  3. Different statuses allow you to have different call handling settings. E.g. directing to a colleague or to voicemail.
  4. Click on Configure and Call forwarding to edit your statuses from your Web Client.

    • Related Articles

    • How to install the new V18 3cx windows desktop app

      How to install the new V18 3CX Windows Desktop App To install the new 3CX Windows Desktop App, follow these steps: Log in to 3CX on Web Client. Click the Windows icon on the left-hand side menu. Select Install on the pop-up window that will appear to ...
    • 3CX App Guide for iOS and Android

      3CX App Guide for iOS and Android Further information can be found in the 3CX user manual at on the Tronic website https://tronic.com.au/support/3cx-user-guide/ How to locate your 3CX QR code NOTE: For security improvement, the QR code is no longer ...
    • V18 Update: A “New” App-like Web Client (PWA)

      This update introduces Progressive Web App (PWA) support for the Web Client. This new technology supported by both Chrome and Edge, offers an app-like experience without installing a full app. It enables the web client to remain active, so calls are ...
    • How to install the v18 desktop application on a v20 3cx system

      How to install the v18 desktop application on a v20 3cx system You can download the v18 Desktop application from this link, https://1drv.ms/u/s!Ant4jf2yn7LE5Ptgalzo9bRrAcAgtw?e=OTJxLT Kindly follow the instructions provided below for the proper ...
    • 3CX mobile app Troubleshooting

      Required Permissions These access permissions are required for the 3CX app to function correctly. Android iPhone Phone Microphone Microphone Notifications Storage (files) Camera (for QR code) Notifications Camera (for QR code) Phone Features that can ...