--- title: Wrapup Codes V20 (Server) description: "# 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…" url: "https://voiptools.com/docs/wrapup-codes-v20-server/" updated: "2026-04-24" category: "Tools - V20" --- # Wrapup Codes V20 (Server) # 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 are 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? | ![](https://voiptools.com/wp-content/uploads/2023/01/efficient-call-handling.png) | **EFFICIENT CALL HANDLING** | Agents can quickly categorize calls, save time on documentation, and provide better customer service through streamlined call management. | | --- | --- | --- | | ![](https://voiptools.com/wp-content/uploads/2023/01/data-driven-insights.png) | **DATA-DRIVEN INSIGHTS** | The system collects data for reporting and analytics, offering valuable insights into customer behavior, agent performance, and call trends. | | ![](https://voiptools.com/wp-content/uploads/2023/01/customization-and-integration.png) | **CUSTOMIZATION AND INTEGRATION** | Wrapup codes can be customized to fit specific organizational needs and integrate with other systems, enhancing data management and process efficiency. | | ![](https://voiptools.com/wp-content/uploads/2023/01/consistency-and-compliance.webp) | **CONSISTENCY AND COMPLIANCE** | Agents maintain data consistency, while organizations ensure compliance with industry regulations by using standardized wrapup codes for call documentation. | # Prerequisites **Before installing the 3CX Wrapup Codes (Server), you need to ensure that your computer meets the minimum requirements mentioned below:** | **PREREQUISITE** | **PURPOSE** | | --- | --- | | **3CX Version V20** | 3CX Wrapup Codes (Server) is designed to work seamlessly with this version for enhanced features and performance. | | **Windows 10 or above / Windows Server 2012 or above** | These operating systems provide the necessary environment for the application to run efficiently. | | **[IIS Features and Configuration – VoIPTools](https://voiptools.com/docs/iis-features-and-configuration/)** | IIS is needed as a web server to host and manage web-based applications and services. | | **.NET Framework 4.7.2 (Web Installer)** | This framework provides essential components for running and developing applications. | | **VoIPTools Universal Updater** | This component is necessary for updates, ensuring the application remains current and functional. | | **VoIPTools Relay Service** | It is used for proper integration and functionality of the 3CX Wrapup Codes (Server) within the 3CX environment. | | **Microsoft SQL Server 2014 or above (Including the free SQL Express edition)** | 3CX requires Microsoft SQL Server 2014 or later for database management. | | **Static IP for VoIPTools and 3CX servers** | This is 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. | | **Port number 7750 opened on your device** | Port 7750 is a specific network port used by 3CX for communication purposes. Opening this port on the device’s firewall allows incoming and outgoing traffic to pass through, enabling the 3CX software to send and receive data over the network effectively. | > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_50dp.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/2025/10/sticky_note_2_50dp.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/2025/10/looks_one_70dp.png) | **DOWNLOAD SOFTWARE** | You can order the 3CX Wrapup Codes (Server) 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/2025/10/looks_two_70dp.png) | **INSTALL PREREQUISITES** | You must install several prerequisites before installing the 3CX Wrapup Codes (Server). The Advanced Installer identifies and installs these applications automatically. Click **[here](https://voiptools.com/docs/power-dialer-v20/#4-toc-title)**to learn about the required prerequisites. | | ![](https://voiptools.com/wp-content/uploads/2025/10/looks_3_70dp.png) | **INSTALL 3CX WRAPUP CODES** | This User Guide contains step-by-step instructions to successfully install the 3CX Wrapup Codes (Server) . Begin by extracting the installer from the downloaded zip file (Step 1 above), then run the setup program named **WrapupCode(server).exe** | > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_50dp.png) **NOTE:** > > > > > > > > **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 (Server) Find the software download link in the **Order Confirmation Email**, or you can download the application by following the procedure, 1. Open your browser and go to the **VoIPTools official website** or click ***[here](https://voiptools.com/downloads/)*** to get redirected to the website. 2. Search for the **Wrapup Codes (Server) Application** and click the **Download** ![](https://voiptools.com/wp-content/uploads/2024/01/download-button.png) button to download your application. ## Step 2:  Install Prerequisites Click on the software installer that was downloaded in step 1 above. The installation wizard will automatically identify the needed prerequisites and assist you with the install of the prerequisites needed to run ‘3CX Wrapup Codes’. These include .NET Framework (Web Installer), SQL Server Express (Web Installer) and, SQL Server Management Studio. 1.   1. 1. Click the downloaded installer executable to launch the **Prerequisites Setup Wizard** and click **Next.** [![](https://voiptools.com/wp-content/uploads/2024/08/Screenshot-wrapup-codes-server-prerequisites-setup-wizard.png)](https://voiptools.com/wp-content/uploads/2024/08/Screenshot-wrapup-codes-server-prerequisites-setup-wizard.png) Figure 1: Prerequisites Setup Wizard 1.   1. 1. In the **Prerequisites** window, the installer will identify the missing prerequisites. It is important that you install all the required prerequisites. However, you can select/unselect the applications to be installed based on your unique requirements. Click **Next** to continue. [![](https://voiptools.com/wp-content/uploads/2024/08/Screenshot-wrapup-codes-server-prerequisites-selection.png)](https://voiptools.com/wp-content/uploads/2024/08/Screenshot-wrapup-codes-server-prerequisites-selection.png) Figure 2: Select Prerequisites to Install The installer will download and install the selected applications. [![](https://voiptools.com/wp-content/uploads/2024/08/Screenshot-wrapup-codes-server-prereq-installing.png)](https://voiptools.com/wp-content/uploads/2024/08/Screenshot-wrapup-codes-server-prereq-installing.png) Figure 3: Prerequisites Installation in Progress 1.   1. 1. In the confirmation message box, click **Yes** to reboot the computer. [![](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-reboot-your-computer.png)](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-reboot-your-computer.png) Figure 4: SQL Server Express: Reboot your Computer ## Step 3: Start the installation process 1.   1. 1. After all the prerequisites are installed, the **3CX Wrapup Codes Setup Wizard** appears. Click **Next** to Continue. [![](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-setup-wizard.png)](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-setup-wizard.png) Figure 5: 3CX Wrapup Codes Setup Wizard 1.   1. 1. On the **Select Installation Folder** window, the **Folder** field displays the location where the ‘3CX Wrapup Codes’ will be installed. Note that you cannot change the path. 1. 1. Click **Next** to continue with the installation. [![](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-installation-folder-selection.png)](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-installation-folder-selection.png) Figure 6: Installation Folder Location ## Step 4: Test Relay Settings 1.   1. 1. In the **3CX Relay Services** window, in the **Relay Host** field, enter the FQDN of your 3CX server. 1. 1. Enter*880*1 in the **Relay Port** field. 1. 1. Enter the *public key*you took from **VoIPTools Relay services**in the **Public Key**text area. [![](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-configure-relay-services.png)](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-configure-relay-services.png) Figure 7: Configure Relay Services 1.   1. 1. Click the **Test Relay Settings**to confirm ‘3CX Wrapup Codes Server’ can communicate with the Relay services running on the 3CX server. 1. 1. If the ‘3CX Wrapup Codes Server’ is successfully able to communicate with the Relay services that run on the 3CX server, a **Success** message box appears. Click **OK**. If the test fails, you will not be able to continue until communication with the relay is established. 1. 1. Click **Next** to continue with the installation. [![](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-test-relay-services.png)](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-test-relay-services.png) Figure 8:Test Relay services > **![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_50dp.png)** **NOTE**: > > > > > > > > If the test was unsuccessful:  > > > > > > > > - > > > > - - confirm you have the correct firewall port open (default TCP 8801) on the 3CX server and the firewall protecting the 3CX server. > > > > > > > > - - confirm that you have entered the correct FQDN for the 3CX server. > > > > > > > > - - confirm that 3CX Wrapup Codes and the Relay are using the same port and protocol. ## Step 5: Configure the database When configuring the 3CX Wrapup Codes (Server), select an existing Microsoft SQL Server instance in your environment. The database server can be a **[remote SQL Server](https://voiptools.com/docs/configure-sql-server-for-remote-access-over-internet/)**, or a local instance running on the VoIPTools server. You can set up the SQL database using SQL Authentication or Windows Integrated Authentication. ### SQL Authentication 1.   1. 1. Enter *your server name* in the **Server** field. -   - -  If using the free ***SQL Express Edition***, the default SQL Instance name is ***SQLExpress***. [![](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-server-field.png)](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-server-field.png) Figure 9: Configure Database – Server Field > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_50dp.png) **NOTE:** > > > > > > > > - > > > > - - If you want to use ‘SQL Authentication’, then install SQL Server in ‘Mixed‘ mode. > > > > > > > > - - If SQL Server is installed on a server other than the server where 3CX Exporter is installed, you will need to configure SQL Server to allow remote connections. 1.   1. 1. Enter *your credentials* in the**Username** and**Password** fields. [![](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-database-credentials.png)](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-database-credentials.png) Figure 10: Configure Database – Database Credentials > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_50dp.png) **NOTE:** > > > > > > > > Make sure that you select a SQL Login that has sufficient permissions to alter the database and create SQL objects. 1.   1. 1. Select or enter the *3CX Emergency Notifier* in the **Database** dropdown. [![](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-database-dropdown.png)](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-database-dropdown.png) Figure 11: Configure Database – Database Dropdown 1.   1. 1. In the **Test SQL Connections** section, click the **Tool**button to test the connection and click **OK**in the **Test Results**popup box. [![](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-tool-connection-results.png)](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-tool-connection-results.png) Figure 12: TooL Test SQL Connection Results ### Windows Integrated Authentication 1.   1. 1. To use **Windows Integrated Authentication** check the **Trusted Connection (Windows integrated authentication)** checkbox. -   - -  The VoIPTools installer will create a local Windows user name as “VoIPToys” and give you sufficient rights to this user to create/update the SQL database. [![](https://voiptools.com/wp-content/uploads/2024/02/Screenshot-Power-Dialer-V20-Tusted-CFD.png)](https://voiptools.com/wp-content/uploads/2024/02/Screenshot-Power-Dialer-V20-Tusted-CFD.png) Figure 13: Trusted Connection Checkbox 1.   1. 1. In the **Test SQL Connection** section, click the **Tool**button to test the connection. 1. 1. Click the **Next**button which gets enabled when the database connection is successful. [![](https://voiptools.com/wp-content/uploads/2024/02/Screenshot-Power-Dialer-V20-Trusted-connection-tool-connection.png)](https://voiptools.com/wp-content/uploads/2024/02/Screenshot-Power-Dialer-V20-Trusted-connection-tool-connection.png) Figure 14: Trusted Connection Test Results Message Box > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_50dp.png) **NOTE**: > > > > > > > > We encourage you to use SQL Authentication rather than Windows authentication.  Many of our tools leverage a Call Flow Designer (CFD) application running on the 3CX.  Frequently our CFD applications require access to a SQL database.  If the 3CX server and the database server are not in an Active Directory domain, Windows authentication will fail.  To use SQL authentication, your SQL Server must be configured to run in “Mixed Mode”.  If you installed SQL Server with one of our tools, we configure SQL in “Mixed Mode”. ## Step 6: Installing 3CX Wrapup Codes 1.   1. 1. In the **Ready to Install **window, click **Install** to start the installation of the ‘3CX Wrapup Codes’. [![](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-install-wc-codes.png)](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-install-wc-codes.png) Figure 15: Install 3CX Wrapup Codes The application installation progresses. It may take several minutes to complete. [![](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-installation-in-progress.png)](https://voiptools.com/wp-content/uploads/2024/08/screenshot-wrapup-codes-server-installation-in-progress.png) Figure 16: Installation of ‘3CX Wrapup Codes’ in Progress 1.   1. 1. Once the installation is complete, check **Launch 3CX Wrapup Codes** check box and then click **Finish**. The **3CX Wrapup Codes** configuration screen opens. If you want to simply close the installer without opening the configuration screen, then simply uncheck **Launch 3CX Wrapup Codes** check box and then click **Finish** [![](https://voiptools.com/wp-content/uploads/2023/03/Screenshot-Wrapup-Codes-server-Installation-Complete.png)](https://voiptools.com/wp-content/uploads/2023/03/Screenshot-Wrapup-Codes-server-Installation-Complete.png) Figure 17: Installation Complete ## Step 7: Register your software To ensure the authorization of your license key, it is necessary to complete the registration process. By registering with VoIPTools, you gain access to a range of benefits: | **Key Replacement Assistance** | In the unfortunate event of a lost license key, registering with VoIPTools lets us provide you with a replacement key promptly. | | --- | --- | | **Product Updates and Reminders** | By registering, you will receive timely notifications from VoIPTools regarding any product updates. Additionally, we will send reminders when your key is nearing its renewal date, ensuring uninterrupted access to our services. | | **Activates 3CX Wrapup Codes Serves application** | On registering the ‘3CX Wrapup Codes-Server’ application, the ‘3CX Wrapup Codes-Client’ application will also be automatically activated. | Follow the steps to register your software, 1.   1. 1. Click the **3CX Wrapup Codes Client desktop icon**![](https://voiptools.com/wp-content/uploads/2023/01/wrapup-codes-logo.png) when the installation is completed. 1. 1. On the **Login**page, log in with your credentials. 1. 1. 1. In the **Extension** field, enter*your 3CX extension number*. 1. 1. In the **PIN** field, enter*your 3CX voicemail PIN*. 1. 1. Click the **Login **button to log in to your account. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_Web_Portal_Login.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_Web_Portal_Login.png) Figure 18: 3CX Wrapup Codes Web Portal Login # Web Portal To access the ‘3CX Wrapup Codes’ web portal, click the Web Portal button on the configuration program, or click on the desktop icon that was created during the installation process (3CX Wrapup Codes Web). > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_50dp.png) **NOTE**: > > > > > > > > Users with only ‘Manager’ role can log into the ‘3CX Wrapup Codes-Server’ application. ## Codes screen Wrapup codes are a quick way of summarizing the interaction in the call between the customer and the agent. From here, you can create and activate/inactivate a wrap-up code. Wrapup codes can be either independent or can be set up to have parent and child codes. Only the active wrapup codes will be available for the agent while on call with the customer. The Wrapup Codes section of the screen displays a tree view of the active parent-child wrapup codes. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_Codes_Menu_Overview.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_Codes_Menu_Overview.png) Figure 19: Codes Screen ### Creating Wrapup Codes: Follow the procedure to ensure efficient call data organization through wrapup codes for structured analysis, enabling effective call management. **Create Wrapup Code** 1.   1. 1. In the **Codes** screen, and on the column header, click the ![](https://voiptools.com/wp-content/uploads/2025/10/add_16dp.png) **Add **button. 1. 1. In the **Child** field, enter*the name of the wrapup code*. > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_50dp.png) **NOTE:** > > > > > > > > Only active wrapup codes display in the ‘Wrapup Codes’ section. **Create Child Code and Associate To Parent Code** 1.   1. 1. Select the desired wrapup code from the Parent dropdown list that you want to associate as a parent to the child code. 1. 1. To make the child code available, check the Active check box and click Save at the footer of the Codes window. > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_50dp.png) **NOTE**: > > > > > > > > The parent dropdown list displays only active codes. **Activate a Wrapup Code** 1.   1. 1. To activate a wrapup code so that it can be available for use, check the **Active** check box beside the desired code and then at the footer of the **Codes **window, click **Save**. > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_50dp.png) **NOTE**: > > > > > > > > You cannot delete a wraup code. You can only activate or inactivate by checking or unchecking the ‘Active’ checkbox. When you inactivate a parent code, all the child codes associated to it will be unavailable for use. ## User Fields Tab In this section, you can set your custom fields. These fields allow you to gather personalized data and improve reporting with specific details. This enhances your understanding of customer needs, helps adapt to changing requirements, and streamlines workflow for efficient data entry. These fields are reflected in the Reports Tab and your WrapUp Codes Client Application. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_UserFields_Menu_Overview.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_UserFields_Menu_Overview.png) Figure 20: UserFields Tab – Overview > **![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_50dp.png) NOTE:** > > > > > > > > If you integrate with the Power Dialer application in the Settings tab, the WorkOrder, WorkName, and WorkNumber fields are extracted from it. Ensure that you do not alter the UserFields column for these fields. > > > > > > > > [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_UserFields_Extracted_From_Power_Dialer.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_UserFields_Extracted_From_Power_Dialer.png) > Figure 21: User Fields Extracted from Power Dialer Application ### Add a New User Field Follow the procedure to add a new user column, 1. 1. 1. Click the **Add**![](https://voiptools.com/wp-content/uploads/2025/10/add_16dp.png) button to add the new user field. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_UserFields_Add_Button.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_UserFields_Add_Button.png) Figure 22: Add User Fields – Add Button 1. 1. In the**UserFields** and **Description** fields, enter *the name and the description of the user field*. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_UserFields_Add_UserField_Description.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_UserFields_Add_UserField_Description.png) Figure 23: Add UserFields – User Field Description > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_50dp.png) **NOTE:** > > > > > > > > The UserFields field accepts only alphabets, numbers and underscore. You cannot include space and other other special characters. 1.   1. 1. Select the**Active** box to activate your new user field and click anywhere outside the table to **Save**your new user field. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_UserFields_Add_UserField_Activate.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_UserFields_Add_UserField_Activate.png) Figure 24: Add UserField – Activate User Field 1.   1. 1. Select the **Display User Defined Fields**checkbox. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_UserFields_Menu_Display_User_Define_Fields_Checkbox-1.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_UserFields_Menu_Display_User_Define_Fields_Checkbox-1.png) Figure 25: Display User Defined Fields Checkbox You can now find the user field created in the Reports tab. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_New_User_Field_in_Reports_Tab.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_New_User_Field_in_Reports_Tab.png) Figure 26: New User Field in the Reports Tab ## Reports The **Reports** screen displays all the call logs related to the logged-in agent. As a manager, you can export the data in various formats including pdf, xls, xlsx, rtf or csv. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_Reports_Menu_Overview.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_Reports_Menu_Overview.png) Figure 27: Reports Screen ##### Field Definitions | **EXTENSION** | Agent Extension | | --- | --- | | **AGENT NAME** | Agent First & Last Name | | **AGENT DIALED NUMBER** | The number from which the agent dialed | | **CALLERID NAME** | The name of the person who initiated the call. ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_50dp.png) **NOTE:**  The ‘CallerID Name’ displays only if 3CX recognizes the caller name. Else, the field remains blank. | | **CALLERID NUMBER**   | The number of the caller. ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_50dp.png) **NOTE:**  If it is an outbound call then the field remains blank. | | **CALLER DIALED NUMBER** | The number to which the caller calls. | | **CALL TYPE** | Type of Call (Inbuond/Outbound). | | **QUEUE NAME** | The Queue Name that is assigned to the number in 3CX | | **NOTES** | The notes information associated to the wrap up code. | | **CODES** | The wrapup code associated to the call | | **CALL START** | Date & time at which call started. | | **CALL END** | Date & time at which call ended. | ### Display Time Zone: The Display Time Zone dropdown enhances your experience by generating reports in your preferred time zone. This ensures accurate, relevant data aligned with your local time, reduces confusion from time zone differences, and streamlines workflows. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_Reports_Menu_Display_Timezone.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_Reports_Menu_Display_Timezone.png) Figure 28: Display Time Zone Dropdown ### Group By Column To group columns, select the column header you want to organize the report by, then click and drag it into the area above the column headers labeled for grouping. This action clusters related data together, making the report easier to read and analyze. Grouping reduces clutter, improves navigation, and helps highlight relationships between data points, allowing for more focused and efficient analysis. 1. 1. 1. In the column header, point to the column header using which you want to group by and display the report, and then drag the column to the space above the column header. 2. Click the **Expand**![](https://voiptools.com/wp-content/uploads/2026/04/arrow_forward.png)button to expand the tabs and view the data. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_Reports_Menu_Columns_Grouped_and_Expanded.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_Reports_Menu_Columns_Grouped_and_Expanded.png) Figure 29: Columns Grouped 1. ### Export Report 3CX Wrapup Codes lets you export the reports in different formats to your local device. Follow the procedure to export your reports, 1. 1. 1. Enter the search criteria in the filter row or group by the desired column to display the desired information of the report. 1. 1. Click the appropriate export button to export the logs in your desired format. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_Reports_Menu_Export_Format_Options.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_Reports_Menu_Export_Format_Options.png) Figure 30: Export Format Options ## ClientSettings The ClientSettings Menu provides a comprehensive interface for configuring system-wide options including general settings, web portal authentication, and custom branding for the 3CX Wrap-up Codes application. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_ClientSettings_Menu_Overview.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_ClientSettings_Menu_Overview.png) Figure 31: ClientSettings Menu Overview ##### Field Definitions | General Tab | Configure Power Dialer integration, call type and call flow monitoring preferences. | | --- | --- | | Web Portal Tab | Set user roles and role-based permissions, timezone, culture settings, and authentication method (Voice Mail PIN or Web Client Password) used when users log in to the web portal. | | Custom Branding Tab | Customize the portal’s visual appearance including the header title, logo, gradient colors, grid color, and accent color. | ### General Tab **Power Dialer Database Name** Enter the name of the Power Dialer database to connect it with the Wrap-Up Codes database. Both databases must be installed on the same server. - **Test Button:** Click **Test** after entering the database name to verify the connection. - **Success:** The system enables the **Integrate Power Dialer** checkbox automatically. - **Failure:** A warning appears — install the Power Dialer database on your server and try again. > **Note:** The Integrate Power Dialer checkbox stays disabled until the connection test passes. **Call Type Monitoring** Select which call types appear on the monitoring dashboard. | Option | What It Monitors | | --- | --- | | **Internal** | Calls between staff extensions. When disabled, it will stop monitoring. | > **Call Flow Monitoring** Tracks how calls are routed and distributed across your system. Enable alongside Call Type Monitoring for a full view of all communication activity. | Option | What It Tracks | | --- | --- | | **Queues** | Call distribution across queues | | **Inbound** | Path of incoming calls from start to resolution | | **Outbound** | Routing of outbound calls and agent assignments | [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_ClientSettings_Menu_General_Tab.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_ClientSettings_Menu_General_Tab.png) Figure 32: ClientSettings – General Tab Overview ### Integrate with Power Dialer **Power Dialer Database Name:** Enter the name of the Power Dialer database to connect it with the Wrap-Up Codes database. Both databases must be installed on the same server. - **Test Button:** Click **Test** after entering the database name to verify the connection. - **Success:** The system enables the **Integrate Power Dialer** checkbox automatically. - **Failure:** A warning appears — install the Power Dialer database on your server and try again. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_ClientSettings_Menu_General_Tab_Integrate_Power_Dialer.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_ClientSettings_Menu_General_Tab_Integrate_Power_Dialer.png) Figure 33: ClientSettings – General Tab: Integrate Power Dialer > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_50dp.png) **NOTE:**The Integrate Power Dialer checkbox stays disabled until the connection test passes. **Integrate Power Dialer:** Click the Test button to enable a successful connection and cannot be toggled manually before that. > ![](https://voiptools.com/wp-content/uploads/2025/10/sticky_note_2_50dp.png) **NOTE:** > > > > > > > > - > > > > - - Relaunch the Wrap-up Code Client after making any changes to this setting. > - If you choose to integrate Power Dialer with Wrapup Codes then, both applications should be present/installed on the same server > - If you are not connected through office VPN network then, ensure the following: > - > > - - Enable the 7750 port in the firewall where the server application is installed to avoid connection interruption between the client and server applications. > - Enable the 8801 relay port in the firewall where the server application is installed so that the application recognizes whether the user answered the call or not. > > > > > > > > > > > > - ### Web Portal Tab #### User Roles The **Role** dropdown![](https://voiptools.com/wp-content/uploads/2026/01/arrow_drop_down.png)sets a user’s access level in the Voicemail Manager web portal. Roles control visible pages and actions. **Available Roles** - **User/Receptionist**: Basic access only—no Codes, UserFields, Settings, Reports, or Logs. - **Supervisor**: Full access to all pages; monitor calls, manage team settings. - **Department Administrator**: Manages department users; full access. - **Manager**: Broader access than Dept Admin; views department-wide data/reports; full access. - **Owner**: Modifies user settings; near-full access. - **System Administrator**: Full global access to data/configs/users. - **System Owner**: Highest access—all settings, logs, reports, advanced configs. **Role Permissions** Permissions appear as checkboxes after selecting a role. Check the box to customize access: - **Codes**: Manage wrap-up codes for call categorization. - **User Fields**: Customize user data fields. - **Settings**: Configure system options. - **Reports**: View call/activity analytics. - **Logs**: Audit events/changes. **Reset Button**: Restores defaults (Supervisors+: full access ✅; User/Receptionist: no advanced access ❌). #### Default Time Zone Select user’s timezone from dropdown![](https://voiptools.com/wp-content/uploads/2026/01/arrow_drop_down.png). Adjusts all timestamps/logs/reports to local time—key for multi-location teams. Changes take effect on next login. #### Display Culture Select Display Culture dropdown![](https://voiptools.com/wp-content/uploads/2026/01/arrow_drop_down.png)  for language and date (MM/DD or DD/MM). Matches user’s region for best experience. #### Web Portal Password Sets login credential type: - **Voice Mail PIN**: Uses existing numeric PIN (simple for phone users). - **Web Client Password**: Dedicated web password (supports complex policies). **Where Used**: Login page prompts the chosen method. Users log out/in after changes. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_ClientSettings_Menu_Web_Portal_Tab.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_ClientSettings_Menu_Web_Portal_Tab.png) Figure 34: ClientSettings – Web Portal Tab Overview ### Custom Branding  You can customize your portal’s look with these options. **Header Title** Enter custom text for the page top. **Upload/Select Logo** - Click **Choose File** to upload .png/.jpg logo. - Or pick from dropdown of saved logos. **Header Gradient Color** Use color pickers for top/bottom gradient (preview boxes show result). **Grid Color** Pick background color for all grids (preview box). **Accent Color** Choose color for text headers app-wide (preview box). **Actions** - **Reset**: Revert to previous settings. - **Apply**: Save and activate changes. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_ClientSettings_Menu_Custom_Branding_Tab.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_ClientSettings_Menu_Custom_Branding_Tab.png) Figure 35: ClientSettings – Custom Branding Tab Overview ## Logs Menu The **Logs Menu **lets you view the login and logout events of all the sessions along with ‘Date’ and ‘Time’ that is according to the time zone set in the ‘General’ tab. [![](https://voiptools.com/wp-content/uploads/2026/04/WCServer_Logs_Menu_Overview.png)](https://voiptools.com/wp-content/uploads/2026/04/WCServer_Logs_Menu_Overview.png) Figure 36: Logs Menu Overview