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 that do not have automatic recording enabled, you can enable recording during a call manually if needed.
Enabling and Disabling Automatic Call Recording
To manage your recording preferences go to Manage > Administration > Dialer > Recording Settings.
The Manage Communications Settings page will open up with the Manage Recordings tab pre-selected.
The Manage Recordings tab contains two sets of recording settings — one for the outgoing calls and the other for incoming calls:
To enable or disable the automatic outgoing call recording for a specific location, select or de-select the checkbox to the left of the area code on the Outgoing tab.
You can also enable or disable the area codes for an entire state by clicking the Select All or the Deselect All links shown next to the state name:
After you have configured the recording settings for your outgoing calls, you can open the Incoming tab in order to configure the recording settings for your incoming calls as well.
Alternatively, if you wish to use exactly the same settings for both the outgoing and incoming calls, then you can copy the outgoing call settings to the incoming calls using the Copy To Incoming button.
The Reset to Default button allows you to return all the area codes to their default configuration whenever needed:
Similar buttons also appear on the Incoming tab (which are used to copy the incoming call settings to the outgoing calls, and to reset the incoming call settings):
Note: The Reset To Default button only resets the settings on the tab that you're currently positioned in. It does not reset both the Outgoing and the Incoming tabs.
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, indicating that the call is being recorded:
The recording 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 tab.
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.