V20 3CX Upgrade Checklist: Navigate with Local 3CX Support from Stride IT

V20 3CX Upgrade Checklist: Navigate with Local 3CX Support from Stride IT

Are you preparing to upgrade your 3CX Phone System to V20? This is a pivotal move for businesses looking to enhance their communication capabilities. However, the 3CX upgrade process can seem daunting, especially if you’re unfamiliar with the technical nuances. Fear not! You’re in good hands with local Perth-based Stride IT, which offers dedicated 3CX support. Here’s an essential 3CX upgrade checklist, complemented by Stride IT’s local expertise.

Step 1: Assign a System Owner

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The initial step is to assign a system owner to the Admin Console of your 3CX Phone System. This role is vital for accessing and managing upgrade settings. Ensure this account has a unique email not in use by other extensions. Stride IT, your local Perth 3CX support team is available to help set this up. Also, learn more from the 3CX guide on assigning your system owner.

Step 2: Verify System & Network Requirements

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Make sure your system meets the requirements for the upgrade:

  • Self-hosted systems should have at least 2 GB RAM and 2 vCPU.
  • 3CX V20 is designed to be compatible with specific cloud providers only.
  • For on-premise systems, check that Split DNS is properly configured. If this sounds complex, Stride IT is ready to assist. For more information, check out Split DNS configuration.

Step 3: Organise Queues, IVRs, and Ring Groups

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For a streamlined communication flow, organise your Queues, IVRs, and Ring Groups into departments or move them to the DEFAULT department. Stride IT can assist with this reorganisation, ensuring your 3CX Phone System operates efficiently post-upgrade.

Step 4: Set Department Office Hours

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The V20 upgrade brings department-specific office hours:

  • Old global office hours now apply to each department.
  • Configure office hours, holidays, and break times accordingly.
  • Ensure the in-office, out-of-office, and break settings for each extension are correctly set. For assistance, Stride IT’s local Perth support team is just a call away. Learn how to configure these settings here.

Step 5: Review User Rights

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With V20, user role customisation is no longer available. All rights will default based on the assigned role. If you need clarity or assistance, Stride IT is well-equipped to guide you through these changes. Further information can be found in the User Access Roles explanation.

Step 6: Manage Call Visibility

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In V20, call visibility is limited to the user’s department. Stride IT can help configure permissions for viewing calls from other departments, ensuring smooth internal communications within your organisation.

Step 7: Upgrade to the New Windows Softphone

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The new Windows Softphone is set to replace the Desktop App in V20 and is compatible with V18. Available on the Windows Store or as a PWA for Chrome/Edge, Stride IT can facilitate a hassle-free transition to this new tool.

Step 8: Hot Desking and Scheduled Reports

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For businesses utilising Hot Desking or Scheduled Reports, it’s advisable to consult Stride IT before upgrading, as these features are still under development in the current V20 version.

Upgrading to 3CX Phone System V20 can significantly enhance your business communications. By partnering with Stride IT, you gain the benefit of local expertise and support, ensuring a smooth and successful transition. For more detailed information, visit the official 3CX V20 upgrade checklist and FAQ, and connect with Stride IT for personalised assistance.