How to Make and Receive Calls on 3CX Phone System

Making and Receiving Calls

How to Make a Call

There are several ways to initiate a call in 3CX:

Method 1: Click to Call

1. In your web client or app, you'll see a list of extensions (your colleagues)
2. Simply click on a colleague's name or extension
3. The call will start immediately

Method 2: Search and Dial

1. Look for the search box at the top of your 3CX interface
2. Type either:
   • A colleague's name
   • An extension number
   • An external phone number
3. Click the call button or press Enter

Method 3: Using the Dialpad

1. Look for the phone/dialpad icon
2. Click it to open the dialpad
3. Enter the number and press call

Choosing Where the Call Rings

Here's a really useful feature: you can choose which device receives and makes your calls.

The Phone Toggle

Look for the phone icon in your interface – this is your phone selector toggle. Click on it to switch between:

• Web Client – Takes calls through your computer's speakers and microphone
• Mobile App – Routes calls to your smartphone
• Desk Phone – Sends calls to your physical office phone

This means you can be logged in on multiple devices but control where your calls actually go. Perfect for when you're moving between your desk and meetings.

Receiving Calls

When someone calls you:

• You'll see a notification showing who's calling
• If you have multiple devices, the call will ring on whichever device you've selected with the phone toggle
• Click "Answer" to take the call or "Decline" to send it to voicemail