Learn how to manage your do not record settings for your organization in the call recording portal.
Group Recording Policies
Learn how to create and manage group recording policies in the call recording portal.
IP Address Restrictions
Learn more about how to set up and manage IP address restrictions in the call recording portal.
Managing Organization Structure and Personnel
Learn more about how to set up and manage the organizational structure and personnel in the call recording portal.
Home | Archives for Rick OrtizManaging ReportsViewing & Exporting a Report (Level 2) Managing Reports There are eight reports included in the application that assist the user with administration activities. The reports identify information that can be found on the dashboard, but in more detail. Reports can be viewed as text or in a graphical format. You also have the … Read More
Home | Archives for Rick OrtizManaging AlertsCreating & Editing AlertsManaging Alerts Alerts are used to notify you of calls that meet specific conditions that are pre-defined by you. The information that shows for your Alert will depend on which type of Event you select for the Alert. For example, if the Event Type is listed as Call Initiated, then the … Read More
Managing Call Recordings/Interactions
Home | Archives for Rick OrtizManaging Call Recordings/InteractionsCompleted CallsSorting & FilteringPlaying AnnotatingEmailingCommentingCategorizing (Level 3)DownloadingExporting a Recorded Calls ListManaging Call Recordings/Interactions From the Interactions tab, you can access the following: Completed tab – Shows all completed recorded calls for all assigned users. In Progress tab – Shows information for all current calls, as well as which calls are currently being recorded. … Read More
Using the Call Recording Dashboard
Learn more about how to use the call recording portal dashboard.
Interface Overview and Navigation
Learn more about the call recording portal interface and dashboard.
Searching the Interface
Search any part of the call record in the call recording portal.
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