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? #

	EFFICIENT CALL HANDLING	Agents can quickly categorize calls, save time on documentation, and provide better customer service through streamlined call management.
	DATA-DRIVEN INSIGHTS	The system collects data for reporting and analytics, offering valuable insights into customer behavior, agent performance, and call trends.
	CUSTOMIZATION AND INTEGRATION	Wrapup codes can be customized to fit specific organizational needs and integrate with other systems, enhancing data management and process efficiency.
	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	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.

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.

NOTE:

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

Installation overview #

	DOWNLOAD SOFTWARE	You can order the 3CX Wrapup Codes (Server) online at https://www.voiptools.com.  Your order confirmation email will include your license key and a link to download the software.
	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 to learn about the required prerequisites.
	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

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 to get redirected to the website.
2. Search for the Wrapup Codes (Server) Application and click the Download 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. Click the downloaded installer executable to launch the Prerequisites Setup Wizard and click Next.

 

2. 2. 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.

The installer will download and install the selected applications.

 

3. 3. In the confirmation message box, click Yes to reboot the computer.

Step 3: Start the installation process #

 

1. 1. After all the prerequisites are installed, the 3CX Wrapup Codes Setup Wizard appears. Click Next to Continue.

 

2. 2. 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.

3. 3. Click Next to continue with the installation.

Step 4: Test Relay Settings #

 

1. 1. In the 3CX Relay Services window, in the Relay Host field, enter the FQDN of your 3CX server.

2. 2. Enter 8801 in the Relay Port field.

3. 3. Enter the public key you took from VoIPTools Relay services in the Public Key text area.

 

4. 4. Click the Test Relay Settings to confirm ‘3CX Wrapup Codes Server’ can communicate with the Relay services running on the 3CX server.

5. 5. 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.

6. 6. Click Next to continue with the installation.

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, 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. Enter your server name in the Server field.

       

      • •  If using the free SQL Express Edition, the default SQL Instance name is SQLExpress.

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.

 

2. 2. Enter your credentials in the Username and Password fields.

NOTE:

Make sure that you select a SQL Login that has sufficient permissions to alter the database and create SQL objects.

 

3. 3. Select or enter the 3CX Emergency Notifier in the Database dropdown.

 

4. 4. In the Test SQL Connections section, click the Tool button to test the connection and click OK in the Test Results popup box.

Windows Integrated Authentication #

 

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.

 

2. 2. In the Test SQL Connection section, click the Tool button to test the connection.

3. 3. Click the Next button which gets enabled when the database connection is successful.

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. In the Ready to Install window, click Install to start the installation of the ‘3CX Wrapup Codes’.

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

 

2. 2. 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

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. Click the 3CX Wrapup Codes Client desktop icon when the installation is completed.

2. 2. On the Login page, log in with your credentials.
      1. 1. In the Extension field, enter your 3CX extension number.
      2. 2. In the PIN field, enter your 3CX voicemail PIN.
      3. 3. Click the Login button to log in to your account.

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).

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.

Creating Wrapup Codes: #

Follow the procedure to ensure efficient call data organization through wrapup codes for structured analysis, enabling effective call management.

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.

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.

Add a New User Field #

Follow the procedure to add a new user column,

1. 1. Click the Add button to add the new user field.

2. 2. In the UserFields and Description fields, enter the name and the description of the user field.

NOTE:

The UserFields field accepts only alphabets, numbers and underscore. You cannot include space and other other special characters.

 

3. 3. Select the Active box to activate your new user field and click anywhere outside the table to Save your new user field.

 

4. 4. Select the Display User Defined Fields checkbox.

You can now find the user field created 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.

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. NOTE:  The ‘CallerID Name’ displays only if 3CX recognizes the caller name. Else, the field remains blank.
CALLERID NUMBER	The number of the caller. 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.

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. 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 button to expand the tabs and view the data.

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. Enter the search criteria in the filter row or group by the desired column to display the desired information of the report.

2. 2. Click the appropriate export button to export the logs in your desired format.

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.

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.

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.

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.

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.

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 dropdownsets 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. 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  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.

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.

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.