Introduction #

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

Looking to optimize your phone call productivity? Look no further than 3CX Wrap-up Codes. These handy tools allow you to easily classify and analyze the purpose or outcome of your phone calls in real-time. With just a simple selection from a pre-defined list of codes, you can accurately label each call according to its nature. Whether you’re part of a support department or a sales team, these codes enable you to streamline your organization effectively.

When making or receiving a call, a convenient popup appears, empowering you to choose the most relevant code that aligns with the call’s objective. Support departments can utilize codes such as “Installation issue” or “Hardware issue” to accurately categorize their calls. On the other hand, sales departments may find it beneficial to classify calls as “follow-up” or “New leads” for efficient tracking.

By implementing wrap-up codes (also known as disposition codes), you gain the ability to effortlessly classify and monitor the purpose and outcome of each call. The process is simple: a popup emerges during your call, providing you with a range of pre-established codes to choose from. For instance, support departments can quickly tag calls with codes like “Installation issue” or “Hardware failure.” Meanwhile, sales teams can easily classify calls as “follow-up” or “lead.” This comprehensive tracking system allows you to gain valuable insights into your time allocation, empowering you to fine-tune your business processes.

Make the most of your valuable time by leveraging 3CX Wrap-up Codes. Seamlessly classify, track, and analyze your phone calls to optimize your workflow. Start enhancing your business efficiency today!

Why Choose 3CX Wrapup Codes? #

	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.
	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.
	ENHANCED ORGANIZATION	Efficiently categorize and track calls, allowing for streamlined organization and effortless retrieval of call data.
	ANALYZE TIME ALLOCATION	Gain valuable insights into how your team spends their time during calls, enabling better time management and analysis.
	DATA-DRIVEN DECISION MAKING	Optimize business processes and make informed decisions using comprehensive reports on call classifications and outcomes.
	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) 7.0 or above
4. .Net 4.7.2 or above
5. Port number 7750 opened on your device.

NOTE:

When installing IIS, be sure to install Basic Authentication, .Net Extensibility, and ASP.Net 4.X

Installation overview #

	DOWNLOAD SOFTWARE	You can order 3CX Wrapup Codes online at https://www.voiptools.com.  Your order confirmation email will include your license key and a link to download the software.
	INSTALL PREREQUISITES	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
	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

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.

3. Click the Run Anyway option to start the installation.

Step 2:  Start the Installation #

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

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

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

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

5. 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

Wrapup Codes as Hidden Icon in System Tray #

Once you start ‘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 to wrap-up about the call whenever the call is answered.
• Attend the call and select desired wrapup code.
• Add notes for wrapup code.
• Exit from the application so that the application icon no more appears in the system tray.

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 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.

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

Settings #

1. On the right-click menu, click Global Settings.
2. In the Global Settings dialog box, and in the Agent Extension field, enter the extension of the agent who will attend the calls.
3. In the FQDN field, enter the ip address of the server in which ‘Wrap-up Codes – Server’ is installed.
4. 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’.

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.

5. 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.
6. Click Save and in the Success message box, click OK.

7. 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.

Agent History #

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

NOTE:

You can edit only ‘Notes’ and ‘Codes’ data in ‘Agent History’ screen.

Show #

1. On the right-click menu, click Show.
2. The Wrap-up Codes dialog box displays the list of all the active wrapup codes.

Associate Wrapup Code to a call: #

Follow the procedure to associate a wrapup code to a call.

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

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

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

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

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

7. If you do not select any code and click on Save, the ‘3CX Wraup-Codes’ will not save the information.

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 current version.

Right-click menu options in the system tray

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.