The Extensions screens allows you to create and manage Extensions. To manage extensions:
In the User Information section you can enter the first name, last name, the email address, the mobile as well as the outbound caller ID of the user. The email address is used to send links to the clients, manual links, voice mail PIN as well as a configuration file to automatically provision the clients.
The authentication ID and password are auto generated, however they can be altered as needed. If you change the credentials, the phone will re-provision with the new authentication details automatically (provided the phone is auto provisioned by 3CX).
In the Direct Inbound Dialing (DID) section, select a DID that the user might have.
In addition, you can specify a friendly personal meeting room name. Contacts may visit this URL from any WebRTC capable open standards browser (Chrome, Firefox) to setup an adhoc webmeeting or simple inbound call. The inbound call can then be elevated to a webmeeting at any point (Call functionality available in Q3/16).
The “Voice Mail” tab allows you to configure the extension’s voice mail preferences including the voicemail PIN number for authentication, enable/disable PIN Authentication, play Caller ID, and if you want 3CX Phone System to read out the Caller ID and the Date / Time of when the message was received. You can also choose to send an email notification. This can be configured to contain the voicemail message, and also delete the message from the server freeing up space.
The “Manage Voicemail Greetings” section allows you to configure and manage your voicemail greetings:
Each extension can have a set of call forwarding rules that define what 3CX Phone System should do when the extension user is unable to take an incoming call. This can be configured based on:
Each status requires a call forwarding rule. For example, if the user is unable to take a call whilst their status is “Available,” you can forward the call to voicemail, whilst if the status is set to “Do Not Disturb (DND)” you could forward it to their mobile.
The following options are available per status:
Call forwarding can be configured by the administrator using the 3CX Management Console or by the user from the 3CX client. Instructions on how to configure call forwarding for an extension can be found on the Configuring Forwarding Rules user manual page.
The Auto Switch Status feature allows a user’s status to be changed to available based on global office hours or specific office hours. To enable tick the option. To configure custom office hours and break times, click “Configure.” Outside of office hours the extension will be switched to “Do Not Disturb.” During Break the extension will be switched to “Away.”
With the Exceptions feature you can create exceptions for particular numbers. Insert the “Caller ID” for which the exception rule will apply, select the time frame from the “Received During” drop down menu and then choose the desired action from the “Forward To” menu.
The Phone Provisioning tab allows you to add or edit settings of phones linked to this extension. The management of IP phone settings is discussed in “Configuring IP Phones using provisioning.” The management of 3CX client settings is discussed in “Configuring the 3CX Clients.”
You can configure the BLF lights on an IP Phone as well as the 3CX client from this page. Match a BLF button with an extension, so that this button will show the status of that extension. The number of available BLF buttons varies per phone. In the 3CX client it is 28 by default (expandable).
You can also link BLF buttons to a shared parking place or a speed dial. This allows users to easily park or unpark calls by pressing the assigned BLF button. The following options are available for BLFs:
The options tab allows you to set advanced options.
The restrictions sections allows you to configure what the extension is allowed to do.
The options section allows you to configure general options:
The “Rights” tab allows you to configure an extension’s rights in a particular group. The groups of which the extension is a member of appear in the “Group Membership” drop down. To configure the rights of the extension:
3CX allows you to delegate extension management tasks; Department heads can manage their team members extensions and you can also delegate all extension management without giving access to system functions. To configure an extension’s rights level:
3CX allows you to integrate with many popular CRM and Helpdesk systems out of the box. Furthermore you can create your own integrations easily using the scripting module. The Integration feature requires the PRO edition. To install an integration, simply click enable and select the integration you want to make available. You can download more integrations as they come available from within the Updates section.