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Dialing and Call Recording
Dialing and Call Recording
Liam avatar
Written by Liam
Updated over a year ago

This heading is in relation to the Dialing and Recording settings in this Area

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Automatically dial the phone when Accounts are opened - Dial the phone automatically when opening an Account or when moving to the next Account. Also see Autodial Delay below and look at the User Profile setup.

Autodial Delay - The time in seconds that the system will wait before dialing automatically. Set to zero for no delay.

Autodial Delay as on - Select from Area Setup or Status Setup. Usually you will want this to be the same within an Area, but if you want to give different delays before automatically dialing in the system based on the Status of the Account, you can set these within Setup > Customer Status.

Dialing Prefix - Set the dialing prefix to use for this Area. eg +1

Incoming Number - For inbound calls. Enter the number the caller dialed. This enables the system to switch to the relevant Database Area depended on the number dialed.

Call Recording - This option is only relevant if using the FIVE CRM Agent, usually when using TAPI to dial. This option is shown if you are using the hosted database. Check the box to enable call recording. Recording is done by using the FIVE CRM Agent

System Recording Path - Set where recordings should be saved to, this is usually a web based resource and the path is provided by whoever handles your recordings.

Recording File Extensions - Set the extension type of your recording files, this will allow the system to pick them up in the Contact History.

CloudCall Outbound Identity - This option is only applicable if using the Cloudcall telephony service. You will set the Telephone number displayed when calling out to your contacts.

CloudCall Forwarding Numbers - This option is only applicable if using the CloudCall telephony service. Click the Configure button to enter a list of numbers that calls could be transferred to.

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