Adding Contacts to 3CX

3CX has the ability to add contacts, either for yourself or as a Company contact. You can add contacts from the Web Client, iPhone or Android App or from the 3CX app on your PC or MAC. It is important to make sure that if you are wanting to save to the Company Phonebook, that you have the access to do this. If you are not sure if you have the access, please contact us.

How to Add a contact from your iPhone/Android App

From your main screen on your mobile device (images used here are from a iPhone)

Click on the Contacts icon at the bottom of the screen (second icon in on the above image)

Click on Add at the top left of the screen.

Enter the information for the contact in the screens

Just before you click on Done at the top of the screen, you will see an option to “Add to company phonebook”. If you select this option, then the contact becomes available for all staff to use. Not all users will have the access to do this. If you need access to do this, and don’t already have access, please contact us to ensure you have the access. When you are all done, click on Done and the contact will be created.

How to Add a contact using your Web Client

Firstly, ensure you have logged into your Web Client

Once you are logged in, click on Contacts (found in menu on the left)

Once you have opened the contact, select the Company item from the menu

Once you have selected the Company item from the menu, you will see the menu give you the option to Add (+) a new contact

Once you have selected the Add the contact, you will get presented with the following screen

Fill in the details and click on Save to save the contact to the Company

Adding a Contact from your 3CX app

When you are logged into your 3CX app.

Click on the menu (three dots) at the top right and click on Add Contact

When you have clicked on the Add Contact, you will get a screen as shown below.

To save the contact to the Company Phonebook, please make sure to tick the option to Add to company phonebook. Once you have filled in all the other details, click on OK to save.