All About Recording Outbound Calls
turboDial includes the capability to record your phones calls. To record a call you must begin the call by pressing the Record button immediately adjacent to the Call button. The recording begins when the call connects – the ringing part of the call is not recorded.
The Record button is the green bulls-eye immediately to the right of the Call button:
If you begin your call by clicking the Call button instead it is not possible to begin recording the call after it has started.
When you finish your recorded call a link to the recording will be saved in the Call Note for this call on the Contact Record. The “Call Recording” link on the call note can be used to playback or download the recording.
Required: Custom Field
Note: The Call Recording feature requires the “Call Recording” custom field in the Task/Appt/Note context of your Infusionsoft account. Please see the Guides & Videos topic “Enhanced Call Notes with Custom Fields” for instructions on installing this field in your Infusionsoft account.
Please be aware of your local legal requirements since they vary from region to region. In some areas you are required to inform all parties on the call that the call is being recorded.
Call Notes for Recorded Outbound Calls
turboDial automatically creates a Note record with every call and attaches it to the Contact Record. If the call is recorded then the Note record is updated at the end of the call to include information about the call recording:
- The Note title will include “- Recorded”
- The Call Recording custom field will be filled in with the URL of the recording that was created during the call. You can use that field as a link to playback or download the recording as a .wav file.
Call Notes for Calls placed on HOLD or PARK
The above Note record updates also occur when you place a recorded call on HOLD or PARK. In addition, when you take a recorded call off HOLD or PARK a new recording of the call will begin and at the end of that call a new Note record is created with a special title:
turboDial: Resume Call off Hold – Recorded
Playback A Recording
You can playback a recording using the Call Recording custom field on the Note created for that call and attached to the Contact Record. Click the blue arrow on the right side of the Call Recording field on the custom fields tab for the Note Record.
A new page will open with recording playback controls:
Click the right-arrow to playback the recording. If the Delete button is present then you can use it to delete the recording.
If you right-click with your mouse on the playback bar your browser will give you an option to download the recording.
Recording All Calls
You can force all outbound calls to be recorded using the “Global Options” settings. Those tools are accessed using the red pencil button next to your email ID in the header of the turboDial panel. Only an account owner will see the red pencil; it is not available to other Users who are not account owners.
Report Showing Recorded Calls
You can create an Admin Task Note Report in Infusionsoft that shows your recorded calls. Set the Custom Fields tab on your report filter as shown in this example:
Storage of Your Call Recordings
Your recordings are stored by Twilio in your Twilio account. The Call Recording Link is a link to the Twilio stored recording. See the Pricing page for information about the cost of long-term storage of your recordings.
If you are the account owner, you can also find a list of your Call Recordings in your turboDial Management Account. When you open the “View Call Recordings” link on that page you can right-click to download any individual recording listed there.
For information on Recorded Call Reports, see Call Recording Reports .