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 calls may be necessary for businesses in terms of improving customer service or during conference meetings whereby minutes of meetings need to be recorded. 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
  • Play on Phone: you will receive a call from the caller ID “PlayFile”. Answer the call to listen to the recording.
  • Delete

See also

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