Recording and managing recordings using the 3CX Clients
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28. Recording a call with the 3CX Client

Recording and managing recordings with the 3CX Client

On this topic

Recording and managing recordings with the 3CX Client

Introduction

Make a Recording

Record a Conversation

Recording a Conference

Manage Recordings

3CX client for Windows

3CX client for Mac

3CX client for Android

3CX client for iOS

See also

Introduction

Recording a conversation or a conference can be a great way to keep track of what is said; especially for meetings where it is necessary to record meeting minutes or when there is a big deal at stake. You can then access your recorded calls and play them back with a few clicks of your mouse.

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

Important note: When the 3CX client is in Softphone mode, a recording can be started and stopped multiple times if needed. In CTI Mode, once the recording has started, it can be stopped only when the call ends.

Make a Recording

Record a Conversation

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

  1. When a recording is in progress the recording button will turn blue. Press the Record button again to finish recording in softphone mode. In CTI mode you must end the call to stop the recording.

Note: To record a conference that you are a participant of and not the organizer, follow the same steps as described above.

Recording a Conference

  1. Start a conference call.
  2. After at least one participant joins the call, click or tap the keypad  button on the bottom menu to go to your dial-pad screen.
  3. Press the Record button to start recording the conference. Press the same button again to stop recording. In CTI mode you must end the call to stop the recording.

Manage Recordings

If the administrator has given you the rights, then you will be able to see the list of all 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 follow the instructions below:

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
  1. 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 on Phone: you will receive a call from the caller ID “PlayFile”. Answer the call to listen to the recording.
  • Delete Recording

See also

You might also be interested in:


Ask a Question

Please only post questions in regards to the document you are currently reading.
Technical support or pre sales questions must be posted via the support or sales channels and such comments will be deleted. Thank you for understanding

Leave a Reply

  1. Dan Gladu

    Can calls be set to be recorded automatically within a specific group? For instance, the Call Center.

    July 15, 2015 at 1:11 am Reply
    • @Dan Recordings in the group cannot be enabled via Group settings. But you can easily multiple select the extensions in that group and tick 1 check box.

      July 15, 2015 at 9:00 am
  2. SC

    Can one create a recording with the 3CX system without being on an active call?

    August 4, 2015 at 2:19 am Reply
    • Charalambos Eleftheriou

      @SC, thanks for your question, The answer is that you need to be on an active call to be able to record a call. Thanks

      August 4, 2015 at 9:21 am
  3. Mary C

    where can I find the recorded calls?

    August 20, 2015 at 6:48 am Reply
    • Charalambos Eleftheriou

      @Mary, Thanks for the question. Recordings in 3CX Phone System v12.5 are stored under C:\ProgramData\3CX\Data\Recordings, by default.

      August 20, 2015 at 2:08 pm
  4. Paul Stevenson

    I have all extensions set to record calls by default.

    Is there a way to stop recording a call?

    e.g. employee answers the telephone and at the beginning of the call identifies that sensitive information may be disclosed so can my employee stop the call recording function in the middle of the call?

    September 8, 2015 at 12:52 pm Reply
    • Charalambos Eleftheriou

      @Paul, Thanks for the question. To stop the recording from your 3CXPhone for Windows click the record button while in a call, then to re-enable the recording click the record button again.

      September 8, 2015 at 2:08 pm
    • Paul Stevenson

      HI, Thanks for the response.
      I use the soft-phone in CTI mode so when testing your answer the record button did not change the recording. It recorded the whole call no matter when I pressed the soft-phone record button (it turned blue when hovering after pressing it).
      Does this only work for the soft-phone?
      Cheers,
      Paul

      September 8, 2015 at 2:22 pm
    • Charalambos Eleftheriou

      @Paul, thanks for the reply. That’s correct you will need to use 3CXPhone in softphone mode for this feature to work.

      September 8, 2015 at 2:39 pm
  5. Do all calls not record automatically, on a Windows system, for the 3CX phone?

    If yes, then where exactly do these calls store on the system. I have tried Downloads..

    September 23, 2015 at 1:24 pm Reply
    • Charalambos Eleftheriou

      @Owen, thanks for the question. Call recording is enabled from the extensions settings. It is not enabled by default. Recordings are stored on the 3CX Phone System server by default. The location of which can be found from the 3CX Management Console ‘Settings’ > ‘General’ > ‘Global Options’ tab, other settings section > ‘Recording Path’ field.

      September 23, 2015 at 3:59 pm
  6. Aron

    Assume all system call are recorded by default with only the administrator viewing/hearing them.

    How can an employee be given rights to view his/her recorded calls without giving him rights to all recordings for all users?

    November 10, 2015 at 7:56 pm Reply
    • Charalambos Eleftheriou

      @Aron, thanks for the question. You can give extensions the right to view and listen to their recordings if they are a using 3CXPhone for Windows, iOS or Android. From the extensions settings, 3CXPhone tab tick ‘Show Call Recordings, the user of the extension will then be able to see their recordings from their 3CXPhone for Windows > Settings > Recordings section. Also see this guide for accessing recordings from other 3CXPhone clients :http://www.3cx.com/user-manual/managing-recordings/

      November 10, 2015 at 8:54 pm
  7. Elaine Trippett

    All our calls are recorded, but we stop recording for sensitive information by using *#0. I have checked on the recording that this works. We turn it back on by pressing *#1. However, if we forget to turn call recording back on during the call does ending the call have the same effect as *#1?
    Thanks

    November 16, 2015 at 6:53 pm Reply
    • @Elaine What phones are you using?

      November 17, 2015 at 11:47 am
  8. Ali Austin

    We as a default record all calls but when take Payment details would like to stop the recording.
    I have tried the steps blow eg On softphone press the record button and on Yealink hardware phones *#0 to stop the recording but this does not seem to stop the recording

    I would like if anyone has it working please

    December 3, 2015 at 5:48 pm Reply
    • @Ali – much requested feature.. We are working on this.

      December 4, 2015 at 11:50 am
    • Ali Austin

      Look forward to that thanks any idea of time?

      December 8, 2015 at 5:42 pm
  9. Can recordings be set up to auto record each call at the administrator level. Can the delete function be removed from the user interface?

    June 10, 2016 at 5:33 pm Reply
  10. John

    Hello,

    I have an issue when recording call using 3CX Phone (v12).
    The WAV file is created Data\Recordings folder on PBX but recordings do not appear in 3CX Phone (Settings > Recordings) for may hours later.

    Do you know how to fix this ?

    Thanks,
    John

    July 8, 2016 at 1:58 am Reply
  11. Is the manual recording or permanent call recording done at the 3CX Server or at the SIP phone / 3CX phone on Mobile etc

    July 18, 2016 at 5:49 am Reply
    • Server level

      July 18, 2016 at 2:21 pm
  12. Freddy

    I redirect calls to a DID to a cell phone, out of hours.
    How do I record these calls ?

    Also can I record calls forwarded from my extension to my cell phone?

    Thanks

    August 5, 2016 at 12:42 am Reply
  13. saeed

    when i get reports log ,i cant see the transfer log in calls.how can i see the log of transfers?

    August 25, 2016 at 10:07 am Reply
  14. Nasir Jadran

    How can a manager access all extensions call recordings and can play it on the phone?

    November 24, 2016 at 11:21 pm Reply
    • Manager needs to login to the management console and in the recordings tab, all recs will be displayed.
      To to the manager’s extension > Edit extension > Rights > Allow access to management console (check) > System management group box > Enable “General System Administration”
      You will see the recordings node on the left side when this extension logs in. Download and play.

      November 25, 2016 at 10:05 am
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