Call transfers allow you to relocate an existing call to another extension using 3CX MyPhone or directly from your IP phone. A call transfer is either attended or unattended.

If a transfer is attended, the desired party is notified about the transfer. This is done by first putting the caller on hold. Whilst the caller is hearing the on hold music, the extension number to which he/she will be transferred to is dialed; the desired party is then notified about the impending transfer and the call is then transferred, should the caller choose to accept it.

Otherwise, during a blind transfer, the call is transferred without any notifications to the desired party or providing the option to accept or decline the transfer.

This guide will walk you through transferring calls using Cisco, Grandstream, Polycom and Yealink phones. Calls can also be transferred using 3CX MyPhone which is explained in the MyPhone section of the user manual, which can be found here.

Cisco

The following information illustrates how you can perform both an attended and blind transfer using a Cisco phone.

Attended transfer

To perform an attended transfer:

1. During an active call, press the “xfer” soft key. The call is then placed on hold and you can dial a number using the dial pad.
2. Enter the number you want the call to be transferred to and then hit “Dial”.
3. Wait until the destination party picks up the call and confirms the transfer
4. Press “xfer” to complete the transfer.

Blind transfer

To perform a blind transfer:

1. During an active call, press the “bxfer” soft key.
2. Enter the number you want the call to be transferred to and hit “dial”. The call will then be transferred.

Grandstream

The following information illustrates how you can perform both an attended and blind transfer using a Grandstream GXP phone.

Attended Transfer

1. During an active call, press the “Transfer” button. The caller is then put on hold.
2. Select a line and Dial the number to whom you wish the call to be transferred.
3. Press the “SEND” button and wait until the destination party picks up the call and confirms the transfer.
4. Select the “Transfer” button and hit your initial line button the complete the transfer.

Blind Transfer

1. During an active call, press the “Transfer” button. The caller is then put on hold.
2. Dial the number on the dial pad and press the “Send” button to complete the transfer.

Polycom

The following information illustrates how you can perform both an attended and blind transfer using a Polycom SoundPoint phones.

Attended Transfer

If using a SoundPoint model:

1. During an active call, press the “Transfer” soft key. The caller is then placed on hold and you can enter the number using the dial pad.
2. Select the “Normal” soft key and enter the number you wish the call to be transferred to and hit the “Dial” button.
3. Wait until the destination party picks up the call and then confirm the transfer
4. Press the “Transfer” soft key to complete the transfer.

To cancel the transfer before the call before the desired party picks up, press the “Cancel” soft key.

Blind Transfer

If using a SoundPoint model:

1. During an active call, press the “Transfer” soft key. The caller is then placed on hold and you can enter the number using the dial pad.
2. Select the “Blind” soft key and enter the number you wish the call to be transferred to and hit the “Dial” button.
3. Once the Extension to whom the call is being transferred to picks up, the transfer is completed.

To cancel the transfer before the call before the desired party picks up, press the “Cancel” soft key.

Yealink

The following information illustrates how you can perform both an attended and blind transfer using Yealink phones.

Attended Transfer

1. During an active call, press the “Tran” soft key. The caller is put on hold and you can enter the number to whom you wish to transfer the call to using the dial pad.
2. Enter the number to whom you want to transfer the call.
3. Press the “OK” button to initiate the transfer.
4. Wait until the destination party picks up the call and then confirm the transfer.
5. Press the “Trans” soft key to complete the transfer.

To cancel the transfer before the call before the desired party picks up, press the “Cancel” soft key.

Blind Transfer

1. During an active call, press the “Tran” soft key. The caller is put on hold and you can enter the number to whom you wish to transfer the call to using the dial pad.
2. Enter the number to whom you want to transfer the call
3. Press the “Tran” soft key to complete the transfer and connect the call to the number which you are transferring.