---
title: Wrapup Codes V18 (client)
description: "# Introduction ***Boost Phone Call Efficiency with 3CX Wrap-up Codes: Streamline, Classify, and Optimize*** In your endeavor to enhance phone call productivity, consider the invaluable assistance of 3CX Wrap-up Codes. These tools facilitate real-time categorization and analysis of call purposes…"
url: "https://voiptools.com/docs/wrapup-codes-v18-client/"
updated: "2024-08-05"
category: "Tools - V18"
---

# Wrapup Codes V18 (client)

# Introduction

***Boost Phone Call Efficiency with 3CX Wrap-up Codes: Streamline, Classify, and Optimize***

In your endeavor to enhance phone call productivity, consider the invaluable assistance of 3CX Wrap-up Codes. These tools facilitate real-time categorization and analysis of call purposes and outcomes with ease. You can simply choose from a predefined list of codes to accurately label each call, regardless of your department, be it support or sales.

When you make or receive a call, a user-friendly pop-up menu appears, enabling you to select the most relevant code that matches the call's goal. For instance, support teams can use codes like "Installation Issue" or "Hardware Problem" for categorization. Sales teams, on the other hand, may find "Follow-Up" or "New Leads" codes helpful for efficient tracking.

The implementation of wrap-up codes, also known as disposition codes, simplifies the process of classifying and monitoring call purposes and outcomes. During a call, a pop-up menu offers a choice of established codes. For support teams, it's a quick selection of codes like "Installation Issue" or "Hardware Failure," while sales teams can easily tag calls as "Follow-Up" or "Lead." This tracking system provides valuable insights into time management, empowering you to refine your business processes with precision.

# Why Choose 3CX Wrapup Codes?

| ![](https://voiptools.com/wp-content/uploads/2023/01/detailed-call-documentation.webp) | **DETAILED CALL DOCUMENTATION** | Record thorough notes about each call's purpose and final outcome, ensuring accurate information is readily available. Keep tabs on every call, both incoming and outgoing, to know exactly what happened. |
| --- | --- | --- |
| ![](https://voiptools.com/wp-content/uploads/2023/01/customize-your-codes-1.png) | **CUSTOMIZE YOUR CODES** | Tailor your own codes to match your unique requirements effortlessly and choose from a predefined list of codes during calls, classifying purposes or results with ease. |
| ![](https://voiptools.com/wp-content/uploads/2023/01/enhanced-organization-2.png) | **ENHANCED ORGANIZATION** | Efficiently categorize and track calls, allowing for streamlined organization and effortless retrieval of call data. |
| ![](https://voiptools.com/wp-content/uploads/2023/01/analyze-time-allocation.png) | **ANALYZE TIME ALLOCATION** | Gain valuable insights into how your team spends their time during calls, enabling better time management and analysis. |
| ![](https://voiptools.com/wp-content/uploads/2023/01/data-driven-decision-making-2.png) | **DATA-DRIVEN DECISION MAKING** | Optimize business processes and make informed decisions using comprehensive reports on call classifications and outcomes. |
| ![](https://voiptools.com/wp-content/uploads/2023/01/agent-performance-3.png) | **BOOST AGENT PERFORMANCE** | Monitor agent activity to identify top performers who excel at capturing leads or closing sales. |

# Prerequisites

Before installing ‘3CX Wrapup Codes’, you need to ensure that your computer meets the minimum requirements mentioned below:

1. 3CX Version V18 (Windows Only)
2. Windows 10 or above / Windows Server 2012 or above
3. [Internet Information Server (IIS)](https://voiptools.com/docs/iis-features-and-configuration/) 7.0 or above
4. .Net 4.7.2 or above
5. Static IP for VoIPTools and 3CX servers
6. Port number **7750 **opened on your device.

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE**:
>
>
>
> You need a Static IP for both VoIPTools and 3CX servers to ensure proper two-way communication, both the 3CX server (Relay) and the VoIPTools server. Dynamically assigned IP addresses are not supported. Additionally, it is recommended to use HTTPS for secure communication, which requires a FQDN for SSL/TLS certificate validation between the VoIPTools server and the Relay.

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE**:
>
>
>
> When installing IIS, be sure to install Basic Authentication, .Net Extensibility, and ASP.Net 4.X

# Installation overview

| ![](https://voiptools.com/wp-content/uploads/2023/01/1-2.png) | **[DOWNLOAD SOFTWARE](https://voiptools.com/docs/active-directory-sync-v18/#6-toc-title)** | You can order 3CX Wrapup Codes online at [https://www.voiptools.com](https://voiptools.com/downloads/).  Your order confirmation email will include your license key and a link to download the software. |
| --- | --- | --- |
| ![](https://voiptools.com/wp-content/uploads/2023/01/2.png) | **[INSTALL PREREQUISITES](https://voiptools.com/docs/active-directory-sync-v18/#7-toc-title)** | There are a number of prerequisites that must be installed prior to installing the 3CX Wrapup Codes. These prerequisites include Microsoft Internet Information Server (IIS) and Microsoft SQL Server. |
| ![](https://voiptools.com/wp-content/uploads/2023/01/3.png) | **INSTALL 3CX WRAPUP CODES** | This User Guide contains step-by-step instructions to successfully install 3CX Wrapup Codes. Begin by extracting the installer from the downloaded zip file (Step 1 above), then run the setup program named **WrapupCodesInstaller.exe** |

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon-5.png) **NOTE:**
>
>
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> **You must install the same version of the Wrapup Codes Client and Wrapup Codes Server applications.**

# Step By Step Installation Procedure

The following section guides you through a detailed walk-through of the installation process:

## Step 1: Download 3CX Wrapup Codes

1. Find the software download link in the **Order Confirmation Email**, or you can find it in your order history on our website and download the 3CX Wrapup Codes application.
2. In the**Microsoft Defender SmartScreen**, click the**More Info** option.

![](https://voiptools.com/wp-content/uploads/2023/05/defender-1.png)
Figure 1: Microsoft Defender: More info

1. Click the **Run Anyway** option to start the installation.

![](https://voiptools.com/wp-content/uploads/2023/05/wrapup-codes-client.png)
Figure 2: Microsoft Defender: More info screen

## **Step 2:  Start the Installation**

1. Click the downloaded installer executable to start the 3CX Wrapup Codes (Client) setup wizard.

![](https://voiptools.com/wp-content/uploads/2023/03/Screenshot-Wrapup-Codes-Client-Prerequisites-Setup-Wizard.png)
***Figure 3: Installation r̥Setup Wizard***

1. View the *installation folder* in the **Select Installation Folder** window. You cannot change the installation path.

![](https://voiptools.com/wp-content/uploads/2023/03/Screenshot-Wrapup-Codes-Client-Installation-Folder-Location.png)
***Figure 4: Installation Folder Location***

1. Click **Next** to continue.
2. In the **Ready to Install **window, click **Install** to start the installation of the ‘3CX Wrapup Codes (Client)’.

![](https://voiptools.com/wp-content/uploads/2023/03/Screenshot-Wrapup-Codes-Client-Install-3CX-Wrapup-Codes-1.png)
***Figure 5: Install 3CX Wrapup Codes***

The application installation progresses. This may take several minutes to complete.

![](https://voiptools.com/wp-content/uploads/2023/03/Screenshot-Wrapup-Codes-Client-Installation-of-‘3CX-Wrapup-Codes-in-Progress.png)
***Figure 6: Installation of ‘3CX Wrapup Codes’ in Progress***

1. Once the installation is complete, check **Launch 3CX Wrapup Codes (Client)** check box and then click **Finish**. The **3CX**Wrapup Codes (Client)configuration screen opens. If you want to simply close the installer without opening the configuration screen, then simply uncheck **Launch 3CX**Wrapup Codes (Client) check box and then click **Finish**

![](https://voiptools.com/wp-content/uploads/2023/03/Screenshot-Wrapup-Codes-Client-Installation-Complete.png)
***Figure 7: Installation Complete***

# Wrapup Codes as Hidden Icon in System Tray

Once you start the ‘3CX Wraup Codes’ application, the ‘wrapupcodes service’ starts and the application will be available as a hidden icon in the system tray. From here, you can:

- Configure settings for the desired agent so that the agent will get a popup that enables them to wrap up the call whenever the call is answered.
- Attend the call and select the desired wrapup code.
- Add notes for wrap-up code.
- Exit from the application so that the application icon no longer appears in the system tray.

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE:**
>
>
>
> The Wrapup Codes Client starts automatically when you start your device. You can access the application from the hidden system tray.

## Show Wrapup Codes in the system tray

1. On the right-hand side of the Windows taskbar, and in the notification area, click to open the system tray and view the **3CX Wrapup Codes** icon.

![](https://voiptools.com/wp-content/uploads/2023/02/Screenshot-Wrapup-codes-Client-Wrapup-codes-as-hidden-icon-in-system-tray.png)
***Figure 8: 3CX Wrapup Codes as a***hidden icon in the ***system tray***

1. Once the ‘wrapupcodes’ service starts, open the system tray and right-click on the 3CX Wrapup Codes hidden icon to view the options.

![](https://voiptools.com/wp-content/uploads/2023/02/Screenshot-Wrapup-codes-Client-Hidden-icon-right-click-menu.png)
***Figure 9: ‘3CX Wrapup Codes’ hidden icon right-click menu***

### Global Settings

1. On the right-click menu, click **Global Settings**.

![](https://voiptools.com/wp-content/uploads/2023/10/Screenshot-Wrapup-Codes-RCM-GLOBAL-SETTINGS.png)
Figure 10: Hidden Tray Icon - Globe Settings

1. In the **Global Settings **dialog box, and in the **Agent Extension** field, enter the extension of the agent who will attend the calls.
2. In the **FQDN** field, enter the ip address of the server in which ‘Wrap-up Codes – Server’ is installed.
3. In the** Port** field, enter the port number of the ‘Wrap-up Codes – Server’ application. If you want to select **Protocol** as HTTP then the default port no. is 7752. If you want to select **Protocol** as HTTPS then, enter the port number which you have associated with HTTPS in ‘Wrapup Codes Server’.

![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-codes-client-fig-11-configure-settings-for-agent.png)
***Figure 11: Configure Settings for Agent***

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE**:
>
>
>
> If you are not connected through office vpn network then, ensure the following:
>
>
>
> - Enable the 7752 port in the firewall where the server application is installed to avoid connection interruption between the client and server applications.
> - Enable 8800 relay port in firewall where the server application is installed so that the application recognizes where the user answered the call or not.

1. Check **Show popup for internal calls** check box if you want to receive internal calls as well i.e. calls within extensions or uncheck the check box if you want to receive only external calls. By default, the option is unchecked.

![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-codes-client-fig-11-A-show-popup-for-internal-calls-box.png)
Figure 12: Show Popup for Internal Calls Checkbox

1. Check the **Show Popup on Top** checkbox to always show the 3CX Wrapup Codes Client application on top of other applications running in your device.

![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-code-client-fig-11-B-show-popup-on-top-box.png)
Figure 13: Show Popup on Top Checkbox

1. Click the **Test**button to test connectivity 3CX Wrapup Codes with the database.

![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-codes-client-fig-12-test-connection-success-popup.png)
Figure 14: Globe Settings - Test Connection Success

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE:**
>
>
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> You cannot save the settings when the test fails.
>
>
>
> ![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-codes-client-fig-13-test-connection-failed.png)
> Figure 15: Globe Settings - Test Connection Failed

1. Click the **Refresh**button to refresh the codes created in the 3CX Wrapup Codes Server web application.

![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-codes-client-fig-14-code-refresh-completed.png)
Figure 16: Globe Settings - Code Refresh Completed

1. Click **Save** and in the **Success **message box, click **OK**.

![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-codes-client-fig-15-settings-saved.png)
***Figure 17: Success message box***

1. On the right-click menu, click **Exit **to stop the wrapup codes service, and then again on your desktop, click the application icon to restart the service.

![](https://voiptools.com/wp-content/uploads/2023/10/RCM-EXIT.png)
Figure 18: Hidden Tray Icon - Exit option

### Agent History

1. On the right-click menu, click **Agent History**.

![](https://voiptools.com/wp-content/uploads/2023/10/Screenshot-Wrapup-Codes-RCM-AGENT-HISTORY.png)
Figure 19: Hidden Tray Icon - Agent History

1. The **Agent History** screen displays current-day agent history details of the agent whose extension is configured in ‘Global Settings’ page.
2. To add/edit notes, in the **Notes** field of the respective record, enter desired information and then click **Save**.
3. To edit code, from the **Codes** dropdown list of the respective record, select desired code and then click **Save**.

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE**:
>
>
>
> You can edit only ‘Notes’ and ‘Codes’ data in ‘Agent History’ screen.

![](https://voiptools.com/wp-content/uploads/2023/10/Screenshot-Wrapup-Codes-Client-Agent-History-1024x467.png)
***Figure 20: Agent History***

### Show

1. On the right-click menu, click **Show**.

![](https://voiptools.com/wp-content/uploads/2023/10/Screenshot-Wrapup-Codes-RCM-SHOW.png)
Figure 21: Hidden Tray Icon - Show

1. The **Wrap-up Codes **dialog box displays the list of all the active wrapup codes.

![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-codes-client-fig-20-wrapup-codes-overview.png)
***Figure 22: Wrap-Up Codes***

#### Associate Wrapup Code to a call:

Follow the procedure to associate a wrap-up code to a call.

1. When a customer calls, click the **Answer **button.

![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-codes-client-fig-21-incoming-call-form-customer.png)
***Figure 23: Incoming call from customer***

1. In the **Wrap-up Codes** dialog box, the **Current Call** section displays agent call details like agent name, agent extension, call time, call duration, call queue, and customer phone number.
2. In the **Codes **section, select the appropriate code that best suits the call interaction.
3. In the **Notes **field, enter the notes for the call interaction.

![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-codes-client-fig-22-Associate-wrapup-code-to-a-call.png)
***Figure 24: Associate wrapup code to a call***

1. Click **Save **to associate the wrapup code and notes to current call. **Saved Successfully** message appears.

![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-codes-client-fig-saved-successfully-popup.png)
***Figure 25: Message: Saved Successfully***

1. If you update and save again (without closing the ‘Wraup-up Codes’ dialog box), the **Updated Successfully** message appears.

![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-codes-client-fig-24-update-success-message.png)
***Figure 26: Message: Updated Successfully***

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE:**
>
>
>
> If you do not select any code and click on **Save**, the ‘3CX Wraup-Codes’ will not save the information.
>
>
>
> ![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-codes-client-fig-select-code-note.png)
> ***Figure 27: Error Message: Please Select Code***

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE**:
>
>
>
> The call interaction data which you update and save in client application will be reflected in the ‘Reports’ tab of server application. Only users with ‘Manager’ role can access the ‘Reports’ tab

#### Display the User Fields in the Wrapup Codes Application:

Follow the procedure to display your new user field in the Reports Tab and the WrapUp Codes Client Application,

1. Select the **Display User Defined Fields**checkbox.

![](https://voiptools.com/wp-content/uploads/2024/02/Screenshot-Wrapup-Codes-Client-display-user-defined-fields-checkbox-1024x763.png)
Figure 28: Display User Defined Fields Checkbox

1. On the right-hand side of the Windows taskbar, in the notification area, click to open the system tray and view the **3CX Wrapup Codes** icon.

![](https://voiptools.com/wp-content/uploads/2024/02/Screenshot-Wrapup-Codes-Client-client-app-in-hidden-try.png)
Figure 29: Hidden Tray - Wrapup Codes Client Application

1. Right-click the**WrapuUp Codes** **Icon**and click the **Global Settings** option.

![](https://voiptools.com/wp-content/uploads/2024/02/Screenshot-Wrapup-Codes-Client-global-settings-option.png)
Figure 30: Global Settings Option

1. Click the **Refresh**![](https://voiptools.com/wp-content/uploads/2023/03/refresh.png)button to refresh the application.

![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-codes-client-fig-29-refresh-button.png)
Figure 31: Refresh Button

1. In the **Windows System Tray**, right click the **Wrapup Codes Client**application icon and select the **Show**option.

![](https://voiptools.com/wp-content/uploads/2023/10/Screenshot-Wrapup-Codes-RCM-SHOW.png)
Figure 32: Hidden Tray Icon - Show

You can now find the User Field Description in the Wrapup Codes Client application.

![](https://voiptools.com/wp-content/uploads/2024/02/Screenshot-Wrapup-Codes-Client-description-displayed-in-client-application.png)
Figure 33: New User Field Added to Wrapup Codes Client Application

#### Adding Notes to the UserFields:

During a call you can add notes to your user fields. These notes gets displayed in the Reports tab in the 3CX Wrapup Codes Server Application.

1. In the **Wrapup Codes Client Application**popup that appears when you recieve a call, add notes besides the desired user fields.
2. Click the **Save**button to save your notes.

![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-codes-client-fig-32-Notes-to-User-Fields.png)
Figure 34: Notes to User Fields

You can see the notes in the Reports tab,

![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-codes-client-fig-33-notes-addded-in-the-user-tab-1024x709.png)
Figure 35: Notes Added in the Reports Tab

![](https://voiptools.com/wp-content/uploads/2023/01/Icon-Productmanuals-Fielddefinitions.png)

| **### CALLER***Name of the caller (3CX fetches the information automatically)* | **NUMBER** | The number dialed by the customer (our number) |
| --- | --- | --- |
|  | **DATE** | Date & Time of the current answered the call |
| **### AGENT***Name of the agent who answered the call, and the extension that is configured in ‘Settings’ dialog box* | **DURATION** | Duration of the current answered the call |
|  | **QUEUE** | Name of the Queue that the Agent belongs to. |
|  | **DIALED** | The number dialed by the agent (Outbound Call) |
|  | **WORK ORDER** | Job ID that is fetched from Power Dialer when the ‘Wrapup Codes’ is integrated with it |
|  | **NAME** | The first and last name of the contact that is saved in the ‘Contact Tab’ of ‘Power Dialer’ |

### Exit

- Click **Exit **to stop the wrapup codes service. Once the application is closed, the 3CX Wrapup Codes icon no more appears in the system tray.

### About

- Click **About **to display details like application's current version.

![](https://voiptools.com/wp-content/uploads/2024/07/screenshot-wrapup-codes-client-about-tab.png)
Figure 36: About Tab

# Need Support?

You get quick answers to most of your inquiries in our online manual. If you prefer direct contact, we offer various support channels, including phone, email, live chat, and our helpful VoIPTools forums.

![](https://voiptools.com/wp-content/uploads/2023/05/24-hours-support-2.png)

## 24/7 Support Availability

Rest assured, our dedicated team is here to assist you around the clock, every day of the year. Whether you're based in the USA or India, we're ready to provide prompt responses to your technical queries.

![](https://voiptools.com/wp-content/uploads/2023/05/windows-log-event.png)

## Windows Event Log for VoIPTools Applications and Services

For troubleshooting any application errors, our Windows Event Log contains a comprehensive list of error messages, warnings, and informative notes related to all our VoIPTools applications and services. It's a valuable resource to help you pinpoint and resolve any issues you may encounter.

![](https://voiptools.com/wp-content/uploads/2023/05/forums.png)

## Join Our Forum Community

Are you looking to collaborate with other VoIPTools customers facing similar challenges? Our forum is the perfect platform to exchange ideas, solutions, and best practices. Join the conversation at: [**https://www.voiptools.com/community/**](https://voiptools.com/blog/)

![](https://voiptools.com/wp-content/uploads/2023/05/live-chat.png)

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Got questions that need immediate answers? Our chat support team is available to assist you in real time. Just click on the Live Chat button located at the lower right corner of our website, and we'll acknowledge your queries right away.

![](https://voiptools.com/wp-content/uploads/2023/05/email-support.png)

## Efficient Email Support

To ensure a thorough understanding of your concerns, email us at ***support@voiptools.com***. Describe your issue in detail, and we'll get back to you within one business day with the support you need.

![](https://voiptools.com/wp-content/uploads/2023/05/phone-support.png)

## Reach Us by Phone

If you prefer to speak with a representative directly, you can reach us at +1 801-642-4655. Our attentive team is available to take your calls from 8:00 AM to 6:00 PM (Central Standard Time).

# Comprehensive support services:

![](https://voiptools.com/wp-content/uploads/2023/05/free-support.png)

## Free Support

If you've purchased our products through a VoIPTools Partner, rest assured that they provide first-level support at no additional cost. Partners have access to 100% free technical assistance and actively participate in the troubleshooting process.

VoIPTools customers enjoy access to our online manuals and receive support through emails (with responses within one business day) and live chat. However, please note that we do not provide remote server login assistance.

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## Paid Support

For a more hands-on experience, consider our "Installation Support" package. Our expert support team can log in to your servers, and install and configure all our tools. This comprehensive service includes setting up SQL Server Express and Internet Information Server if necessary. We'll work closely with you to tailor our applications to meet your requirements.

We're committed to providing top-notch support to ensure your VoIPTools experience is smooth and hassle-free. Contact us today, and let us assist you in making the most of our powerful tools!