Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.
This article explains how to turn on call recording in AMS+. When enabled, all inbound and outbound calls routed through AMS+ will be recorded and saved to your account.
For more on VoIP setup, including training and related resources, see this feature overview.
Requirements
- Your agency's AMS+ account must be subscribed to the Elevate package.
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Manage Users permission.
Verify or turn on call recording
Note: Call recording is enabled by default in AMS+, but you can review or adjust it at any time.
- Go to My Agency Settings.
- Find and open the Phone Dialer & Call Queues setting.
- Select the Click-To-Call tab.
- Check the Activate Call Recording checkbox.
- Select the Save Update button.
When enabled, all inbound and outbound calls routed through AMS+ will be recorded and stored in your account.
Legacy components
The following content applies only to accounts still using Sales Records. If you're unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes "+ Enhanced Records" (e.g., Accelerate + Enhanced Records). If your package does not include "+ Enhanced Records," this section applies to you.
Legacy components in this section:
- Sales Enablement Visible permission — accounts using Sales Records
Sales Enablement Visible permission
To access Phone Dialer & Call Queues settings, you must be assigned to a Security Group with the Sales Enablement Visible permission in addition to Manage Users.