Call Recording (Softphone)

Introduction

You can record calls for compliance or customer service improvement purposes. Recordings can be accessed from both the clients and the management console.

Note: Recording must be enabled by your administrator for your extension. In order to view the Recordings list the administrator must give you access. If not the recordings will be accessible only by your administrator from the 3CX Management Console.

To Record a call



1.During a call, press the “Rec” button at any point to start recording the conversation.

2.When a recording is in progress the recording button will turn blue.

3.Press the “Record” button again to stop recording. Note that if you are calling from your IP Phone, the call will be recorded until the end of the call.

Manage Recordings

If the administrator has given you the rights, then you will be able to see the list of all your recordings and be able to manage them. You can play the recording through the client or the phone, or delete it directly from the 3CX client. In order to access the recordings:

3CX Web client

1.Click on the “Recordings” Link.

2.You can now play or delete your call recordings.

3CX client for Windows

1.From the bottom menu, click on the “Settings” button.

2.Select the “Recordings” tab to access the list. The listed recordings are shown with the following details: extension/phone number, name of the contact, and date and time of the recording. Conference recordings have “700*” as their entry name.

3.Right click on a recording or select the desired action from the bottom menu:



·“Play”: this will save the file on your computer. Once the sound file is saved you can open and play the recording from your default media player.

·“Play on Phone”: you will receive a call from the caller ID “PlayFile”. Answer the call to listen to the recording.

·“Delete Recording”

3CX client for Mac

1.From the Quick Menu, click on “Recordings”.

2.The listed recordings are shown with the following details: Play icon, Incoming/Outcoming call, date and time of the recording, name of the contact (for call recordings) or Conference (for conference recordings).

3.Select the desired action from the bottom menu:

·“Play”: this will save the file on your computer. Once the sound file is saved you can open and play the recording from your default media player.

·“Play on Phone”: you will receive a call from the caller ID “PlayFile”. Answer the call to listen to the recording.

·“Delete Recording”

4.By right-clicking on the recording you may choose between the below additional actions:

·Stop or Pause the playing

·Call

3CX client for Android

1.From the dial pad screen, tap on the “More” button at the bottom of the screen.

2.Select the “Recordings” tab to access the list. The listed recordings are shown with the following details: extension/phone number, name of the contact, and date and time of the recording. Conference recordings have “700*” as their entry name.

3.Tap on a recording and select the desired action:

·“Play on Phone”: you will receive a call from the caller ID “PlayFile”. Answer the call to listen to the recording.

·“Delete Recording”

3CX client for iOS

1.From the dial pad screen, tap on the “More” button at the bottom of the screen.

2.Select the “Recordings” tab to access the list. The listed recordings are shown with the following details: extension/phone number, name of the contact, and date and time of the recording. Conference recordings have “700*” as their entry name.

3.Tap on a recording and select the desired action:

·“Play”

·“Play on Phone”: you will receive a call from the caller ID “PlayFile”. Answer the call to listen to the recording.

·“Delete”




Frequently Asked Questions

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