With automatic recording, you can record every call made or received by your company's sales reps. You have the option to enable recording for both incoming and outgoing calls by area code. For locations without automatic recording enabled, you can manually enable recording during a call.
Enabling and Disabling Automatic Call Recording
Go to Manage > Administration > Dialer > Recording Settings (you will default to the Outgoing tab). This is where you manage recording preferences for all the outgoing calls made by your company.
Area codes with automatic recording enabled are selected by default. Some states (such as California) legally require the consent of every party to a phone call. Permissions for Automatic recording in these two-party consent states are not enabled by default.
To enable automatic recording for a location, select the checkbox to the left of the area code. You can enable area codes for an entire state by clicking the Select All link next to the state name.
To disable automatic recording, simply deselect the checkbox. You can disable automatic recording for an entire state by clicking the Deselect All link next to the state name.
The Copy to Incoming button on the top right side of the page will duplicate your Outgoing preferences on the Incoming tab. For example, if you enable (or disable) area codes on the Outgoing tab, these same area codes will be mirrored on the Incoming tab after clicking the Copy to Incoming button.
A similar button also appears on the Incoming tab (Copy to Outgoing).
The Reset to Default button will return all area codes for the Outgoing tab to the original default settings (all area codes in states with two-party consent laws will be disabled)
This same button also appears on the Incoming tab. Each button only applies to the tab that you are on. Clicking this button does not change the default for both tabs.
To set automatic recording preferences for received calls, click the Incoming tab. The formatting and functionality on this tab is identical to the Outgoing tab. However, the selections made here pertain only to incoming calls.
Enabling Recording while a Call is in Progress
If you are connected to someone in an area code where automatic recording is not enabled, simply toggle the Rec Off switch in the upper left corner of the Dialer window.
The toggle will turn green and the text will change to Rec On.
This toggle switch only displays when connected to an area code that does not have automatic recording enabled. It will not display for area codes that are selected on the Manage Recording page.
Two-Party Consent Law States
As of 2016, eleven states in the US have adopted the "two-party consent" law regarding recorded phone conversations. These states currently are California, Connecticut, Hawaii, Florida, Illinois, Maryland, Massachusetts, Montana, New Hampshire, Pennsylvania and Washington. All of these states have automatic recording disabled by default on the Manage Recordings tab. If another state passes a law requiring two-party consent, be sure to update your recording settings.