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Frequently Asked Questions

How do I set up and start using the 3CX softphone for the first time?

Download the app, open it, enter your 3CX URL from the welcome email, then log in with your email or extension and password. The app will auto-provision automatically.

Can I connect the 3CX softphone using my Google or Microsoft 365 accounts?

Yes, open the app, click the Google or M365 button, log in, and click 'Provision' to auto-setup your account for seamless access.

How do I view incoming calls and manage them on the desktop?

The app displays real-time call notifications; you can accept, reject, or manage calls directly from your desktop interface.

How can I view CRM and phonebook entries within the app?

Navigate to the Contacts or Phonebook section in the app to view linked CRM contacts and phone entries for quick access.

What is the BLF panel and how do I use it?

The BLF panel displays status of colleagues' extensions for quick calls; access it from the main interface for fast dialing.

Is the 3CX softphone subscription-based, and how do I upgrade or change my plan?

Yes, it offers different subscription plans. Go to Settings > Account > Subscription to view, upgrade, or modify your plan.

What should I do if I experience login issues or the app doesn't auto-provision?

Check your internet connection, verify your URL and login details, and ensure 2FA isn't blocking access; restart the app if needed.

How can I change my status or set custom availability messages?

Click on your profile or status indicator within the app and select or customize your status according to your availability.

Does the app support multiple devices or synchronization across platforms?

Yes, use the same login credentials across devices for synchronized calls, contacts, and settings for consistent experience.

Are there any additional charges for features like CRM integration or BLF?

Features like CRM and BLF are typically included in your subscription plan; check your plan details under Settings > Subscription.

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