---
title: Custom Presence V20
description: "# Introduction ***Unleash the Power of Custom Presence: Elevate Communication with 3CX's Limitless Status Customization.*** Experience the power of 3CX Custom Presence, which allows you to have additional statuses such as \"Break,\" \"Project Work,\" \"Wrap-up,\" or \"Vacation\" for your agents.…"
url: "https://voiptools.com/docs/67882/"
updated: "2025-01-22"
category: "Tools - V20"
---

# Custom Presence V20

# Introduction

***Unleash the Power of Custom Presence: Elevate Communication with 3CX's Limitless Status Customization.***

Experience the power of 3CX Custom Presence, which allows you to have additional statuses such as "Break," "Project Work," "Wrap-up," or "Vacation" for your agents. These custom statuses indicate their availability and ensure efficient handling of incoming work items. While 3CX provides only five built-in Presence Statuses, our solution enables you to establish a unique set of statuses that align with your operational needs. With our custom interface, you can create and manage these statuses, while adhering to the restrictions set by 3CX. Take control of your communication system and optimize your workflow with 3CX Custom Presence.

## Why Choose 3CX Custom Presence?

| ![](https://voiptools.com/wp-content/uploads/2023/01/monitor-agents-1.png) | **MONITOR AGENTS** | Monitor your agent's availability and utilize data-driven insights to optimize productivity and workflow efficiency. |
| --- | --- | --- |
| ![](https://voiptools.com/wp-content/uploads/2023/01/easy-reporting-1.png) | **EASY REPORTING** | Unlock the power of generating comprehensive reports on past presence information with our exclusive feature, unavailable in the standard 3CX package. |
| ![](https://voiptools.com/wp-content/uploads/2023/01/map-to-3CX-3.png) | **MAP TO 3CX** | Align your unique status seamlessly with any of the five pre-set options to elevate your user experience. Ensure accurate and visible information within the user-friendly 3CX clients. |
| ![](https://voiptools.com/wp-content/uploads/2023/01/real-time-wallboard-3.png) | **REAL-TIME WALLBOARD** | Effortlessly monitor and manage your status and stay synchronized with your colleagues' availability in real-time on a single, convenient screen. Experience the power of seamless collaboration and stay connected like never before. |

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE:**
>
>
>
> - Installation on a domain controller may require additional assistance
> - When installing SQL Server, we recommend you install it in “Mixed Mode” to include SQL Authentication, and install SQL Management Studio
> - When installing IIS, be sure to install Basic Authentication, .Net Extensibility, and ASP.Net 4.X

# Prerequisites

**Before installing ‘3CX Custom Presence Status’, you need to ensure that your computer meets the minimum requirements mentioned below:**

| **PREREQUISITE** | **PURPOSE** |
| --- | --- |
| **3CX Version V20** | 3CX Custom Presence is designed to work seamlessly with this version for enhanced features and performance. |
| **Windows 10 or above / Windows Server 2012 or above** | These operating systems provide the necessary environment for the application to run efficiently. |
| **[IIS Features and Configuration – VoIPTools](https://voiptools.com/docs/iis-features-and-configuration/)** | IIS is needed as a web server to host and manage web-based applications and services. |
| **.NET Framework 4.7.2 (Web Installer)** | This framework provides essential components for running and developing applications. |
| **.NET Core SDK.** | .NET Core SDK is required for development and deployment purposes. It provides the necessary tools, libraries, and runtime environment for building and running .NET Core applications. and allows developers to create custom integrations, plugins, or extensions for the 3CX system. Click **[here](https://dotnet.microsoft.com/en-us/download)** to download the application and install it in the VoIPTools server. |
| **VoIPTools Universal Updater** | This component is necessary for updates, ensuring the application remains current and functional. |
| **VoIPTools Relay Service** | It is used for proper integration and functionality of the 3CX Custom Presence Status within the 3CX environment. |
| **Microsoft SQL Server 2016 or above (Including the free SQL Express edition)** | 3CX requires Microsoft SQL Server 2016 or later for database management. |
| **Static IP for VoIPTools and 3CX servers** | This is to ensure proper two-way communication, both the 3CX server (Relay) and the VoIPTools server. Dynamically assigned IP addresses are not supported. Additionally, it is recommended to use HTTPS for secure communication, which requires a FQDN for SSL/TLS certificate validation between the VoIPTools server and the Relay. |
| **Port number 7900 opened on your device** | Port 7900 is a specific network port used by 3CX for communication purposes. Opening this port on the device's firewall allows incoming and outgoing traffic to pass through, enabling the 3CX software to send and receive data over the network effectively. |

# Installation overview

| ![](https://voiptools.com/wp-content/uploads/2023/01/1-2.png) | **DOWNLOAD SOFTWARE** | You can order 3CX Custom Presence online at [https://www.voiptools.com](https://voiptools.com/downloads/).  Your order confirmation email will include your license key and a link to download the software. |
| --- | --- | --- |
| ![](https://voiptools.com/wp-content/uploads/2023/01/2.png) | **INSTALL PREREQUISITES** | You must install several prerequisites before installing the 3CX Custom Presence. The Advanced Installer identifies and installs these applications automatically. Click **[here](https://voiptools.com/docs/67882/#2-toc-title)**to learn about the required prerequisites. |
| ![](https://voiptools.com/wp-content/uploads/2023/01/3.png) | **INSTALL 3CX CUSTOM PRESENCE** | This User Guide contains step-by-step instructions to install 3CX Custom Presence successfully. Begin by extracting the installer from the downloaded zip file, then run the setup program named **CustomPresence.exe** |
| ![](https://voiptools.com/wp-content/uploads/2023/01/4.png) | **LOGIN TO THE WEB APPLICATION** | You can now log in to the web application using the extension number and the PIN. |

# Step By Step Installation Procedure

The following section guides you through a detailed walk-through of the installation process:

## Step 1: Download 3CX Custom Presence

Find the software download link in the **Order Confirmation Email**, or you can download the application by following the procedure,

1. Open your browser and go to the **VoIPTools official website** or click ***[here](https://voiptools.com/downloads/)***to get redirected to the website.
2. Search for the **Custom Presence Application** and click the **Download**![](https://voiptools.com/wp-content/uploads/2024/01/download-button.png)button to download your application.

## Step 2: Install the Prerequisites

Click on the software installer downloaded in Step 1. The installation wizard will automatically identify the prerequisites and assist you with each installation required for 3CX Custom Presence. It includes .NET Framework (Web Installer), SQL Server Express (Web Installer), and SQL Server Management Studio.

1. Click the downloaded installer executable to launch the **Prerequisites Setup Wizard** and click **Next**.

[![](https://voiptools.com/wp-content/uploads/2024/01/screenshots-CPS-prerequisites-setup-wizard.png)](https://voiptools.com/wp-content/uploads/2024/01/screenshots-CPS-prerequisites-setup-wizard.png)
***Figure 1: Prerequisites Setup Wizard***

1. In the **Prerequisites** window, the installer will identify the missing prerequisites. You must install all the required prerequisites. However, you can select/unselect the applications to be installed based on your unique requirements. Click **Next** to continue.

[![](https://voiptools.com/wp-content/uploads/2024/01/screenshots-CPS-select-prerequisites-to-install.png)](https://voiptools.com/wp-content/uploads/2024/01/screenshots-CPS-select-prerequisites-to-install.png)
***Figure 2: Select Prerequisites to Install***

The installer will download and install the selected applications.

[![](https://voiptools.com/wp-content/uploads/2024/01/screenshots-CPS-pre-requisites-installation-in-progress.png)](https://voiptools.com/wp-content/uploads/2024/01/screenshots-CPS-pre-requisites-installation-in-progress.png)
***Figure 3: Prerequisites Installation in progress***

1. In the **Microsoft SQL Server License Terms **click the **Accept **button to acknowledge the license terms and continue.
   - This page appears if you do not have **SQL Server Express** preinstalled in your device.

![](https://voiptools.com/wp-content/uploads/2024/11/screenshot-CW-V20-SQL-license.png)
***Figure 4: SQL Server Express: Accept License Terms***

1. View the SQL Server Media target location in the **Media Location** field. If required, you can click the **Browse**button to change the location. Click **Install** to begin the installation of SQL Server Express.

![](https://voiptools.com/wp-content/uploads/2024/11/screenshot-CW-V20-server-express-target-location.png)
***Figure 5: SQL Server Express: Target Location***

SQL server installation is in progress. This may take several minutes to complete.

![](https://voiptools.com/wp-content/uploads/2024/11/screenshot-CW-V20-server-installation-in-progress.png)
Figure 6: SQL Server Installation In Progress

1. Click the **Close**button once the prerequisites are installed.

![](https://voiptools.com/wp-content/uploads/2024/11/screenshot-CW-V20-server-express-installated-successfully.png)
***Figure 7: SQL Server Express: Installed Successfully***

1. In the confirmation message box, click **Yes** to reboot the computer.

[![](https://voiptools.com/wp-content/uploads/2024/01/screenshots-CPS-reboot-your-computer.png)](https://voiptools.com/wp-content/uploads/2024/01/screenshots-CPS-reboot-your-computer.png)
***Figure 9: SQL Server Express: Reboot your computer***

## **Step 3: Start the installation process**

1. After all the prerequisites are installed, the **3CX Custom Presence Setup Wizard** appears. Click **Next** to Continue.

[![](https://voiptools.com/wp-content/uploads/2024/01/screenshots-CPS-setup-wizard.png)](https://voiptools.com/wp-content/uploads/2024/01/screenshots-CPS-setup-wizard.png)
***Figure 10: 3CX Custom Presence Status Setup Wizard***

1. On the **Select Installation Folder** window, the **Folder** field displays the location where the ‘3CX Custom Presence’ will be installed. Note that you cannot change the path.
2. Click **Next** to continue with the installation.

[![](https://voiptools.com/wp-content/uploads/2024/01/screenshots-CPS-installation-folder-location.png)](https://voiptools.com/wp-content/uploads/2024/01/screenshots-CPS-installation-folder-location.png)
***Figure 11: Installation Folder Location***

## **Step 4: Test Relay Settings**

1. In the **3CX Relay Services** window, in the **Relay Host** field, enter the FQDN of your 3CX server.
2. Enter*880*1 in the **Relay Port** field.
3. Enter the *public key*you took from **VoIPTools Relay services**in the **Public Key**text area.

[![](https://voiptools.com/wp-content/uploads/2023/02/Screenshot-Custom-Presence-7.png)](https://voiptools.com/wp-content/uploads/2023/02/Screenshot-Custom-Presence-7.png)
***Figure 12: Configure Relay Services***

1. Click the **Test Relay Settings**to confirm ‘3CX Custom Presence’ can communicate with the Relay services running on the 3CX server.
2. If the ‘3CX Custom Presence’ is successfully able to communicate with the Relay services that run on the 3CX server, a **Success** message box appears. Click **OK**. If the test fails, you will not be able to continue until communication with the relay is established.
3. Click **Next** to continue with the installation.

[![](https://voiptools.com/wp-content/uploads/2024/01/Screenshot-Custom-Presence-V20-Test-Relay-Success.png)](https://voiptools.com/wp-content/uploads/2024/01/Screenshot-Custom-Presence-V20-Test-Relay-Success.png)
******Figure****** ***13: Relay connection test successful***

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE**:
>
>
>
> If the test was unsuccessful: 
>
>
>
> - confirm you have the correct firewall port open (default TCP 8801) on the 3CX server and the firewall protecting the 3CX server.
> - confirm that you have entered the correct FQDN for the 3CX server.
> - confirm that 3CX Custom Presence and the Relay are using the same port and protocol.

## Step 5: Configure the database

When configuring the 3CX Custom Presence, select an existing Microsoft SQL Server instance in your environment.  The database server can be a **[remote SQL Server](https://voiptools.com/docs/configure-sql-server-for-remote-access-over-internet/)**, or a local instance running on the VoIPTools server.

You can set up the SQL database using SQL Authentication or Windows Integrated Authentication.

### SQL Authentication

1. Enter *your server name* in the **Server** field.
   -  If using the free ***SQL Express Edition***, the default SQL Instance name is ***SQLExpress***.

![](https://voiptools.com/wp-content/uploads/2024/01/Screenshot-Custom-Presence-V20-Server-Field.png)
Figure 14: Configure Database - Server Field

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE:**
>
>
>
> - If you want to use ‘SQL Authentication’, then install SQL Server in ‘Mixed‘ mode.
> - If SQL Server is installed on a server other than the server where 3CX Exporter is installed, you will need to configure SQL Server to allow remote connections.

1. Enter *your credentials* in the**Username** and**Password** fields.

![](https://voiptools.com/wp-content/uploads/2024/01/Screenshot-Custom-Presence-V20-database-credentials.png)
Figure 15: Configure Database - Database Credentials

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE:**
>
>
>
> Make sure that you select a SQL Login that has sufficient permissions to alter the database and create SQL objects.

1. Select or enter the *3CX Custom Presence*in the **Database** dropdown.

![](https://voiptools.com/wp-content/uploads/2024/01/Screenshot-Custom-Presence-V20-database-dropdown.png)
Figure 16: Configure Database - Database Dropdown

1. In the **Test SQL Connections** section, click the **Tool**button to test the connection and click **OK**in the **Test Results**popup box.

[![](https://voiptools.com/wp-content/uploads/2024/01/Screenshot-Custom-Presence-V20-Test-Connection-Results.png)](https://voiptools.com/wp-content/uploads/2024/01/Screenshot-Custom-Presence-V20-Test-Connection-Results.png)
***Figure 17: TOOL connection to database results***

### Windows Integrated Authentication

1. To use **Windows Integrated Authentication** check the **Trusted Connection (Windows integrated authentication)** checkbox.
   -  The VoIPTools installer will create a local Windows user name as “VoIPToys” and give you sufficient rights to this user to create/update the SQL database.
2. In the **Test SQL Connection** section, click the **Tool**button to test the connection.
3. Click the **Next**button which gets enabled when the database connection is successful.

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE**:
>
>
>
> We encourage you to use SQL Authentication rather than Windows authentication.  Many of our tools leverage a Call Flow Designer (CFD) application running on the 3CX.  Frequently our CFD applications require access to a SQL database.  If the 3CX server and the database server are not in an Active Directory domain, Windows authentication will fail.  To use SQL authentication, your SQL Server must be configured to run in “Mixed Mode”.  If you installed SQL Server with one of our tools, we configure SQL in “Mixed Mode”.

## **Step 6: Installing 3CX Custom Presence**

1. In the **Ready to Install **window, click **Install** to start the installation of the ‘3CX Custom Presence’.

[![](https://voiptools.com/wp-content/uploads/2023/02/Screenshot-Custom-Presence-9.png)](https://voiptools.com/wp-content/uploads/2023/02/Screenshot-Custom-Presence-9.png)
***Figure 18: Install 3CX Custom Presence Status***

The application installation progresses. This may take several minutes to complete.

[![](https://voiptools.com/wp-content/uploads/2023/02/Screenshot-Custom-Presence-10.png)](https://voiptools.com/wp-content/uploads/2023/02/Screenshot-Custom-Presence-10.png)
***Figure 19: Installation of ‘3CX Custom Presence Status’ in Progress***

1. Once the installation is complete, click **Finish**.

[![](https://voiptools.com/wp-content/uploads/2024/01/Screenshot-Custom-Presence-V20-Installation-Complete.png)](https://voiptools.com/wp-content/uploads/2024/01/Screenshot-Custom-Presence-V20-Installation-Complete.png)
***Figure 20: Installation Complete***

## Step 7: Log in to the Web Application

1. Click the**3CX Custom Presence Status desktop icon**![](https://voiptools.com/wp-content/uploads/2023/01/custom-presence-status-logo.png) to open the web application.
2. On the **Login** page, do the following tasks,
   1. In the **Extension** field, enter *your 3CX extension number.*
   2. In the **PIN** field, enter *your 3CX voicemail PIN.*
   3. Click the **Login **button to log in to your account.

[![](https://voiptools.com/wp-content/uploads/2023/11/screenshot-custom-presence-login-page.png)](https://voiptools.com/wp-content/uploads/2023/11/screenshot-custom-presence-login-page.png)
***Figure 21: 3CX Custom Presence Status Login***

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE:**
>
>
>
> Upon successful application registration in the relay, you'll be automatically redirected to the web application. To understand how to register the application in the relay, click **[here](https://voiptools.com/docs/relay-v18-windows-jwt/#5-toc-title)**.

# Web Portal

## Login Privileges

3CX Custom Presence provides different screens for both users and Managers. This approach empowers managers with administrative authority, enabling oversight and specialized functionalities, while users maintain limited access, fostering security and tailored functionalities for their specific roles.

### User Privileges

As a User you can only access the Wallboard menu.

[![](https://voiptools.com/wp-content/uploads/2024/01/2.-agent-view.png)](https://voiptools.com/wp-content/uploads/2024/01/2.-agent-view.png)
Figure 22: User Login View

### Manager Privileges

As a Manager, you can view all the screens of the 3CX Custom Presence application.

[![](https://voiptools.com/wp-content/uploads/2024/01/1.-manager-view.png)](https://voiptools.com/wp-content/uploads/2024/01/1.-manager-view.png)
Figure 23: Left Side Panel - Expanded View

## Application Overview

This section gives you an overview of the user interface of the web application.

[![](https://voiptools.com/wp-content/uploads/2024/01/overview-1-1024x347.png)](https://voiptools.com/wp-content/uploads/2024/01/overview-1.png)
Figure 24: Web Application - Overview

| ![](https://voiptools.com/wp-content/uploads/2023/01/1-7.png) | **Left Side Panel - Expand/Minimise button** | This button lets you minimize the menus in the left side panel to have more space for the main content. |
| --- | --- | --- |
| ![](https://voiptools.com/wp-content/uploads/2023/01/2-5.png) | **Left Side Panel** | The Left Side panel consists of all the tabs in the 3CX Custom Presence. |
| ![](https://voiptools.com/wp-content/uploads/2023/01/3-6.png) | **Logout Button** | You can log out of the web application using the logout button. |
| ![](https://voiptools.com/wp-content/uploads/2023/01/4-5.png) | **Support Resources Button** | Gives you basic information about the application and contact details of the VoIPTools support team. |

## Left Side Panel

The Left Side Panel consists of all the menus of the web application. You can minimize the Left Side Panel to enlarge your main content.

![](https://voiptools.com/wp-content/uploads/2024/01/2.-expanded.png)
Figure 25: Left Side Panel - Expanded View

![](https://voiptools.com/wp-content/uploads/2024/01/1.-compact-1.png)

The Left Side Panel consists of the following menus,

| ![](https://voiptools.com/wp-content/uploads/2023/01/wallboard-1.png) | **WALLBOARD** | The Wallboard menu provides 3CX managers with a visual representation of staff statuses, allowing them to monitor and track the current status of various extensions associated with specific groups |
| --- | --- | --- |
| ![](https://voiptools.com/wp-content/uploads/2023/01/status-mapping.png) | **STATUS MAPPING** | The Status Mapping menu allows customization of statuses, allowing administrators or managers to create and align multiple custom statuses with the 5 built-in presence statuses. This feature facilitates better organization and visualization of individualized statuses, ensuring their visibility on the Wallboard screen for effective communication and tracking of staff availability. |
| ![](https://voiptools.com/wp-content/uploads/2023/01/status-report.png) | **STATUS REPORT** | The Status Reports menu lets managers with appropriate access rights track and analyze agents' time spent on specific statuses. This feature provides detailed reports showcasing individual agent data, including status duration, facilitating performance assessment, and resource allocation. It allows for exporting data in various formats for further analysis or documentation purposes. |
| ![](https://voiptools.com/wp-content/uploads/2023/03/settings.png) | **SETTINGS** | The Settings Menu lets you manage department access and customize branding elements for a secure and personalized application experience. |

## Settings Menu

The purpose of the Settings Menu is to give you control over key configurations in the application. You can manage department access based on user membership, ensuring secure visibility. Additionally, you can customize branding elements like the header, grid colors, and logo to align the application’s appearance with your organization’s identity.

![](https://voiptools.com/wp-content/uploads/2024/01/overview-4-1024x281.png)
Figure: Settings Menu - Overview

### Department Settings

The purpose of Department Settings is to control user access to departments based on their membership status. It allows managers to restrict or permit access to specific departments for non-members, ensuring secure and organized access. These settings directly impact the visibility of departments on the Wallboard tab for agents.

#### Restrict Departments Access for Non-Members

This section guides you to restrict the users from accessing the departments in which they are not a member.

**Before you Begin:** Make sure you have logged in with **Manager credentials**and have navigated to the **Departments Settings** under the **Settings** menu.

1. Select the departments from the **Departments**dropdown which you want to display in the **Wallboard** tab.

![](https://voiptools.com/wp-content/uploads/2024/01/2.-department-dropdown-1024x413.png)
Figure: Restrict Department Access - Department Dropdown

1. Select the R**estrict Department** box to restrict the agents from accessing the departments in which they are non-members.

![](https://voiptools.com/wp-content/uploads/2024/01/1.-restrict-box-1024x342.png)
Figure: Restrict Department Access - Restrict Department Box

**Results:** The Wallboard tab displays only the selected departments in which the user is a member.

![](https://voiptools.com/wp-content/uploads/2024/01/3.-output-with-restriction-1024x465.png)
Figure: Restrict Department Access - Sample Output

#### Permit Department Access for Non-Members:

This section guides you to permit the users to access the departments in which they are not a member.

**Before you Begin:** Make sure you have logged in with **Manager credentials**and have navigated to the **Departments Settings** under the **Settings** menu.

1. Select the departments from the **Departments**dropdown which you want to display in the **Wallboard** tab.

![](https://voiptools.com/wp-content/uploads/2024/01/2.-department-dropdown-2-1024x413.png)
Figure: Permit Department Access - Department Dropdown

1. Unselect the R**estrict Department** box to permit the agents to access the departments in which they are non-members.

![](https://voiptools.com/wp-content/uploads/2024/01/1.-restrict-box-unselected-1024x342.png)
Figure: Permit Department Access - Restrict Department Box

**Results:** The Wallboard tab displays both selected departments where the user is a member and those where they are not.

![](https://voiptools.com/wp-content/uploads/2024/01/4.-output-without-restriction-1024x497.png)
Figure: Permit Department Access - Sample Output

### Custom Branding Settings

**Site Settings** enable you to customize branding settings for the application that include the following:

- Customize the gradient color of ‘Application Header’
- Customize grid color in screens that display grid data
- Customize logo on the ‘Application Header’
- Customize ‘Header Title Prefix’ on the ‘Application Header.’

#### 1. Customize Header Title

- In the **Header Title** field, enter*the text to display as a ‘prefix’ for the existing title*.

[![](https://voiptools.com/wp-content/uploads/2024/01/screenshot-CPS-V20-header-title-1024x336.png)](https://voiptools.com/wp-content/uploads/2024/01/screenshot-CPS-V20-header-title.png)
Figure 54: Header Title

#### 2. Upload Custom Logo

1. In the **Custom Logo** **Upload File**section, click the **Browse**button to choose a logo from your device.

[![](https://voiptools.com/wp-content/uploads/2024/01/screenshot-CPS-V20-upload-logo-1024x347.png)](https://voiptools.com/wp-content/uploads/2024/01/screenshot-CPS-V20-upload-logo.png)
Figure 55: Custom Logo - Browse Button

1. Locate the image on your local device and either double-click the file or select it and click **Open**to upload the image file.

[![](https://voiptools.com/wp-content/uploads/2023/11/screenshot-cps-2.-select-logo-from-local.png)](https://voiptools.com/wp-content/uploads/2023/11/screenshot-cps-2.-select-logo-from-local.png)
Figure 56: Custom Logo - Upload File from Local

1. Select the uploaded logo from the **Select Logo** dropdown list.

[![](https://voiptools.com/wp-content/uploads/2024/01/screenshot-CPS-V20-select-logo-dropdown-1024x352.png)](https://voiptools.com/wp-content/uploads/2024/01/screenshot-CPS-V20-select-logo-dropdown.png)
Figure 57: Select Logo Dropdown

#### 3. Customize Header Gradient Color

In the **Header Colour**section do the following,

1. Select the top paint from the **Top Colour** color palette. 
2. Select the bottom paint from the **Bottom Colour** color palette.

[![](https://voiptools.com/wp-content/uploads/2024/01/screenshot-CPS-V20-header-gradient-1024x346.png)](https://voiptools.com/wp-content/uploads/2024/01/screenshot-CPS-V20-header-gradient.png)
Figure 58: Header Gradient Color

#### 4. **Customize Grid Color**

- From the **Grid Color** palette, select the color that you want to display for the grid in screens that display grid data

[![](https://voiptools.com/wp-content/uploads/2024/01/screenshot-CPS-V20-grid-color-1024x353.png)](https://voiptools.com/wp-content/uploads/2024/01/screenshot-CPS-V20-grid-color.png)
Figure 59: Grid Color

The final result of the page when you do all the customizations,

[![](https://voiptools.com/wp-content/uploads/2024/01/Screenshot-2025-01-22-at-16-06-32-3CX-Custom-Presence-Status-1024x355.png)](https://voiptools.com/wp-content/uploads/2024/01/Screenshot-2025-01-22-at-16-06-32-3CX-Custom-Presence-Status.png)
Figure 60: Display of Customized Brand Settings

## Wallboard Menu

The Wallboard menu is a custom web page that makes it possible for your staff to see the custom status of their colleagues.

| **USER FUNCTION** | **MANAGER FUNCTION**S | **SYSTEM ADMIN FUNCTIONS** |
| --- | --- | --- |
| Select Extension Group Name | Select Extension Group Name | Select Extension Group Names |
| Set Current Status and Notes | Set Current Status and Notes | Set Current Status and Notes |
|  |  | Add or Update Agents From 3CX |
|  |  |  |

### Set ‘Extension Group Name

This section guides you to set the extension group. Based on the selected ‘Extension Group Name’, the ‘Team Status’ grid lists associated 3CX extensions and their current status.

**Before you Begin:** Make sure you have logged in with Manager Credentials and have navigated to the Wallboard menu in the Left Side Panel.

- Click to open the **Extension Group Name**dropdown and select the desired extension group.

[![](https://voiptools.com/wp-content/uploads/2024/01/1.-department-dropdown-1024x425.png)](https://voiptools.com/wp-content/uploads/2024/01/1.-department-dropdown.png)
***Figure 27: Wallboard screen: Extension Group Name***

### Set Your Current Presence Status

Your agents can do the following in the My Status section,

- Set their current presence status in the**.**
- Describe their current presence status in the **Notes** field.

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE:**
>
>
>
> This grid will display all 3CX built-in statuses and any custom statuses.

This section guides you to set the current status and add notes.

**Before you Begin:** Make sure you have navigated to the **Wallboard menu** in the **Left Side Panel.**

1. In the **My Status**section, select the desired status or click the link to**[create a new custom status.](https://voiptools.com/docs/67882/#21-toc-title)**

[![](https://voiptools.com/wp-content/uploads/2024/01/2.-status-1024x404.png)](https://voiptools.com/wp-content/uploads/2024/01/2.-status.png)
Figure 28: My Status Section

1. In the **Notes**section enter *the notes that you want to display on the wallboard.*

[![](https://voiptools.com/wp-content/uploads/2024/01/3.-notes-1024x415.png)](https://voiptools.com/wp-content/uploads/2024/01/3.-notes.png)
Figure 29: Notes on the Status

You can view your status and notes added to the wallboard.

[![](https://voiptools.com/wp-content/uploads/2024/01/4.-output-1024x436.png)](https://voiptools.com/wp-content/uploads/2024/01/4.-output.png)
Figure 30: Status and Notes Updated

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon-6.png) **NOTE:**
>
>
>
> Any changes made in the 3CX Phone System gets reflected in the Wallboard tab and in the Reports tab in real time.
>
>
>
> - On the **3CX Phone System,** in the **Status**dropdown, select any status.
>
>
>
> ![](https://voiptools.com/wp-content/uploads/2024/03/image.png)
> Figure 31: 3CX Phone System - Status Dropdown
>
>
>
> You can view the status is updated in the Wallboard tab and in the Reports tab.

### Add or Update Agents From 3CX

This section guides you to add the agents of a selected Extension Group Name from 3CX.

**Before you Begin:** Make sure you have logged in with **System Administrator** **Credentials** and have navigated to the **Wallboard menu**in the **Left Side Panel**.

- Click the **Add/Update Agents From 3CX** box to update the agents.

[![](https://voiptools.com/wp-content/uploads/2024/01/5.-add-update-agents-from-3CX-1024x424.png)](https://voiptools.com/wp-content/uploads/2024/01/5.-add-update-agents-from-3CX.png)
Figure 34: Add/Update Agents From 3CX Checkbox

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon-6.png)**NOTE:**
>
>
>
> - The Add/Update Agents From 3CX checkbox is visible only to the System Administrators.
>
>
>
> - Changes made in extension names in the 3CX Admin Console will not reflect in the 3CX Custom Presence Status unless the System Administrator selects the Add/Update Agents From the 3CX checkbox.

## Status Mapping Menu

3CX only offers 5 built-in Presence Statuses. You can have as many custom statuses as you want, but they all have to map back to one of the 5 statuses built into 3CX. Only 3CX Admins/Managers can access the ‘Status Mapping’ screen to create or rename custom statuses.

In the Status Mapping screen, you can do the following tasks

- Add a new Custom Status
- Activate and Inactivate existing Custom Statuses.

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE**:
>
>
>
> Only ‘Active’ Custom Statuses will appear in the ‘My Status’ grid of the ‘Wallboard’ page.

### Add a new status map

This section guides you to create a new custom status and make it visible on the **My Status**section in the **Wallboard**menu.

**Before you Begin:** Make sure you have logged in with **Manager Credentials**and navigated to the **Status Mapping** menu.

1. In the **Status Mapping**tab click the**Add Custom Status** ![](https://voiptools.com/wp-content/uploads/2023/03/plus-gray.png)button.

[![](https://voiptools.com/wp-content/uploads/2024/01/1.-add-button-1-1024x370.png)](https://voiptools.com/wp-content/uploads/2024/01/1.-add-button-1.png)
Figure 35: Add Custom Status - Add Button

1. In the **Custom Status** field, enter *the desired status.*
2. In the **3CX Status** list, select the 3CX status you want to map to your custom status.
3. In the **Color**field, select the desired color or enter*the color code* of your desired color to label your custom status.

[![](https://voiptools.com/wp-content/uploads/2024/01/2.-details-1-1024x371.png)](https://voiptools.com/wp-content/uploads/2024/01/2.-details-1.png)
Figure 36: Custom Status Details

1. Check the **Active** checkbox to activate the custom status.

[![](https://voiptools.com/wp-content/uploads/2024/01/3.-activate-button-1024x371.png)](https://voiptools.com/wp-content/uploads/2024/01/3.-activate-button.png)
Figure 37: Custom Status - Activate Status Box

1. Click the **Save**button to save your custom status.

[![](https://voiptools.com/wp-content/uploads/2024/01/4.-mapping-saved-1024x449.png)](https://voiptools.com/wp-content/uploads/2024/01/4.-mapping-saved.png)
Figure 38: Mapping Saved

In the **Wallboard**tab you can see your custom status is now added.

[![](https://voiptools.com/wp-content/uploads/2024/01/5.-output.png)](https://voiptools.com/wp-content/uploads/2024/01/5.-output.png)
Figure 39: Custom Status Added To Wallboard

### Activate and Inactive Custom Statuses

This section guides you to activate the desired custom statuses to make them visible on the **My Status**section in the **Wallboard**menu.

**Before you Begin:** Make sure you have logged in with **Manager Credentials**and navigated to the **Status Mapping** menu.

1. On the **Status Mapping** menu in the**Active** column select the desired custom statuses to display on the Wallboard menu.
2. Click **OK**in the **Information Saved**message box.

[![](https://voiptools.com/wp-content/uploads/2024/01/1.-activate-1-1024x816.png)](https://voiptools.com/wp-content/uploads/2024/01/1.-activate-1.png)
Figure 40: Activate Column

You can view the selected statuses visible on the Wallboard menu.

[![](https://voiptools.com/wp-content/uploads/2024/01/2.-output.png)](https://voiptools.com/wp-content/uploads/2024/01/2.-output.png)
Figure 42: List of Activated Status on Wallboard

## Status Report Menu

Extensions with ‘Manager’ rights can access reports. The reports specify how much time each agent spent on a particular status.

[![](https://voiptools.com/wp-content/uploads/2024/01/1.-overview-1024x260.png)](https://voiptools.com/wp-content/uploads/2024/01/1.-overview.png)
***Figure 43: Status tab overview***

### ![](https://voiptools.com/wp-content/uploads/2023/01/Icon-Productmanuals-Fielddefinitions.png)Field Definitions

| **Extension** | Agent's extension |
| --- | --- |
| **Agent Name** | Name of the Agent |
| **Status** | Status of the agent |
| **Start Time** | The start time of the agent's status |
| **End Time** | The end time of the agent's status |
| **Duration** | The total duration of the agent's status. It is the difference between the Start Time and the End Time. |
| **Notes** | You can make notes for references. |

### Generate report

Follow the procedure to generate the reports,

1. In the **Report Starting Time**field, select the date from the calendar ![](https://voiptools.com/wp-content/uploads/2023/01/simplified-calendar-based-scheduling.png) or enter the *start date and time.*

[![](https://voiptools.com/wp-content/uploads/2024/01/2.-start-date-1024x396.png)](https://voiptools.com/wp-content/uploads/2024/01/2.-start-date.png)
Figure 44: Generate Report - start date

1. In the **Report End Timing**field, select the date from the calendar ![](https://voiptools.com/wp-content/uploads/2023/01/simplified-calendar-based-scheduling.png) or enter the *end date and time.*

[![](https://voiptools.com/wp-content/uploads/2024/01/3.-end-date-1024x395.png)](https://voiptools.com/wp-content/uploads/2024/01/3.-end-date.png)
Figure 45: Generate Report - end date

1. From the **Time Zone**dropdown menu, choose the time zone you prefer for displaying the reports.

![](https://voiptools.com/wp-content/uploads/2024/01/4.-time-zone-1024x356.png)
Figure 46: Time Zone Dropdown

1. Enter *the desired culture* in the **Cultures**field.

![](https://voiptools.com/wp-content/uploads/2024/01/5.-culture-dropdow-1024x353.png)
Figure 47: Cultures Field

1. Click the **Get Report** button to generate the status report.

[![](https://voiptools.com/wp-content/uploads/2024/10/screenshot-CPS-V20-6.-get-report-button-1024x233.png)](https://voiptools.com/wp-content/uploads/2024/10/screenshot-CPS-V20-6.-get-report-button.png)
Figure 48: Get Report button

The following image shows a sample status report generated.

[![](https://voiptools.com/wp-content/uploads/2024/01/7.-result-1024x487.png)](https://voiptools.com/wp-content/uploads/2024/01/7.-result.png)
Figure 49: Sample status report

#### **Export Report Data**

1. In the **Report Starting Time** and **Report Ending Time** fields, enter*the date range*and then click the **Get Report**button.
2. Once the **Status Report** page displays data as per the selected date range, click the desired export button to export the report data in the respective format.

[![](https://voiptools.com/wp-content/uploads/2024/01/export-options-1024x487.png)](https://voiptools.com/wp-content/uploads/2024/01/export-options.png)
***Figure 50: Export Report Data***

1. Click **OK**on the **Success**popup.

[![](https://voiptools.com/wp-content/uploads/2023/11/screenshot-cps-2.-export-success.png)](https://voiptools.com/wp-content/uploads/2023/11/screenshot-cps-2.-export-success.png)
Figure 51: Export Data Success Popup

Following image represents data exported in**xls. file,**

[![](https://voiptools.com/wp-content/uploads/2023/05/screenshot-custom-presence-status-xls-example-1024x483.png)](https://voiptools.com/wp-content/uploads/2023/05/screenshot-custom-presence-status-xls-example.png)
Figure 52: Sample XLS Report

The following image reporesents data exported in**.CSV file,**

[![](https://voiptools.com/wp-content/uploads/2023/05/screenshot-custom-presence-status-csv-example-1024x607.png)](https://voiptools.com/wp-content/uploads/2023/05/screenshot-custom-presence-status-csv-example.png)
Figure 53: Sample .CSV File

## Support Resources Screen

- Click the **Support Resources** button on the top right of the application to open the**Support Resources**screen.

[![](https://voiptools.com/wp-content/uploads/2024/01/1.-icon.png)](https://voiptools.com/docs/67882/1-icon/)
Figure 61: Support Resources Icon

The S**upport Resources** screen displays the application's version number and the contact information of VoIPTools. Click on the link to learn about the **[comprehensive support ](https://voiptools.com/docs/67882/#37-toc-title)**provided by VoIPTools.

[![](https://voiptools.com/wp-content/uploads/2024/01/2.-page.png)](https://voiptools.com/wp-content/uploads/2024/01/2.-page.png)
Figure 62: Support Resources Page

# Need Support?

You get quick answers to most of your inquiries in our online manual. If you prefer direct contact, we offer various support channels, including phone, email, live chat, and our helpful VoIPTools forums.

![](https://voiptools.com/wp-content/uploads/2023/05/24-hours-support-2.png)

## 24/7 Support Availability

Rest assured, our dedicated team is here to assist you around the clock, every day of the year. Whether you're based in the USA or India, we're ready to provide prompt responses to your technical queries.

![](https://voiptools.com/wp-content/uploads/2023/05/windows-log-event.png)

## Windows Event Log for VoIPTools Applications and Services

For troubleshooting any application errors, our Windows Event Log contains a comprehensive list of error messages, warnings, and informative notes related to all our VoIPTools applications and services. It's a valuable resource to help you pinpoint and resolve any issues you may encounter.

![](https://voiptools.com/wp-content/uploads/2023/05/forums.png)

## Join Our Forum Community

Are you looking to collaborate with other VoIPTools customers facing similar challenges? Our forum is the perfect platform to exchange ideas, solutions, and best practices. Join the conversation at: [**https://www.voiptools.com/community/**](https://voiptools.com/blog/)

![](https://voiptools.com/wp-content/uploads/2023/05/live-chat.png)

## Real-Time Live Chat Assistance

Got questions that need immediate answers? Our chat support team is available to assist you in real time. Just click on the Live Chat button located at the lower right corner of our website, and we'll acknowledge your queries right away.

![](https://voiptools.com/wp-content/uploads/2023/05/email-support.png)

## Efficient Email Support

To ensure a thorough understanding of your concerns, email us at ***support@voiptools.com***. Describe your issue in detail, and we'll get back to you within one business day with the support you need.

![](https://voiptools.com/wp-content/uploads/2023/05/phone-support.png)

## Reach Us by Phone

If you prefer to speak with a representative directly, you can reach us at +1 801-642-4655. Our attentive team is available to take your calls from 8:00 AM to 6:00 PM (Central Standard Time).

# Comprehensive support services:

![](https://voiptools.com/wp-content/uploads/2023/05/free-support.png)

## Free Support

If you've purchased our products through a VoIPTools Partner, rest assured that they provide first-level support at no additional cost. Partners have access to 100% free technical assistance and actively participate in the troubleshooting process.

VoIPTools customers enjoy access to our online manuals and receive support through emails (with responses within one business day) and live chat. However, please note that we do not provide remote server login assistance.

![](https://voiptools.com/wp-content/uploads/2023/05/paid-support.png)

## Paid Support

For a more hands-on experience, consider our "Installation Support" package. Our expert support team can log in to your servers, and install and configure all our tools. This comprehensive service includes setting up SQL Server Express and Internet Information Server if necessary. We'll work closely with you to tailor our applications to meet your requirements.

We're committed to providing top-notch support to ensure your VoIPTools experience is smooth and hassle-free. Contact us today, and let us assist you in making the most of our powerful tools!