If you need to classify the purpose or result of your phone calls, 3CX Wrap-up Codes can help. When you make or receive a phone call, a popup will display that enables you to select from a pre-defined list of codes. For a support department, you may use codes like “Installation issue”, or “Hardware issue”, while a sales department may want to classify the call as a “follow-up” or “New lead”. The ability to classify and track where you are spending your time enables you to better fine-tune your organization.


Before installing ‘3CX Wrapup Codes’, you need to ensure that your computer meets the minimum requirements mentioned below:

1. 3CX Version V16 and V18 (Windows Only)

2. Windows 10 or above / Windows Server 2012 or above

3. Internet Information Server (IIS) 7.0 or above

4. .Net 4.7.2 or above

When installing IIS, be sure to install Basic Authentication, .Net Extensibility, and ASP.Net 4.X


Download software

You can order ‘3CX Wrapup Codes’ on-line at https://www.voiptools.com.  Your order confirmation email will include your license key and a link to download the software.


Install Prerequisites

There are a number of prerequisites that must be installed prior to installing ‘3CX Wrapup Codes’. These prerequisites include Microsoft Internet Information Server (IIS) and Microsoft SQL Server

Install 3CX Wrapup Codes Client Application

This User Guide contains step-by-step instructions to successfully install ‘3CX Wrapup Codes’.  Begin by extracting the installer from the downloaded zip file (Step 1 above), then run the setup program named 3CXWrapupCodesClientInstaller.exe

Register your License Key in ‘3CX Wrapup Codes – Server’ Application

You must register your license key while installing the ‘3CX Wrapup Codes-Server’ application so that the ‘3CX Wrapup Codes-Client’ application will also be activated. Your license key is included in your order confirmation email, and can also be found in your order history on our website.

4.Step By Step Installation Procedure

The following section guides you through a detailed walk-through of the installation process:

Step 1:  Download ‘3CX Wrapup Codes’.  

You can locate the software download link included in your order confirmation email. As an alternative, you can also find the link from your order history on our website.

Step 2:  Install Prerequisites

Click on the software installer that was downloaded in step 1 above. The installation wizard will automatically identify the needed prerequisites and assist you with the install of the prerequisites needed to run ‘3CX Wrapup Codes’. These include .NET Framework (Web Installer), SQL Server Express (Web Installer) and, SQL Server Management Studio.

1). Click the downloaded installer executable to launch the Prerequisites Setup Wizard and click Next.

Figure 1: Prerequisites Setup Wizard

2). On the Select Installation Folder window, the Folder field displays the location where the ‘3CX Wrapup Codes’ will be installed. Note that you cannot change the path.

Figure 2: Installation Folder Location

3). Click Next to continue.

4). In the Ready to Install window, click Install to start the installation of the ‘3CX Wrapup Codes’.

Figure 3: Install 3CX Wrapup Codes

5). The application installation progresses.

Figure 4: Installation of ‘3CX Wrapup Codes’ in Progress

6). Once the installation is complete, check Launch 3CX Wrapup Codes check box and then click Finish. The 3CX Wrapup Codes configuration screen opens. If you want to simply close the installer without opening the configuration screen, then simply uncheck Launch 3CX Wrapup Codes check box and then click Finish

Figure 5: Installation Complete

5.Wrapup Codes as Hidden Icon in System Tray

Once you start ‘3CX Wraup Codes’ application, the ‘wrapupcodes service’ starts and the application will be available as a hidden icon in the system tray. From here, you can:

• Configure settings for the desired agent so that the agent will get a popup that enables to wrap-up about the call whenever the call is answered.

• Attend the call and select desired wrapup code.

• Add notes for wrapup code.

• Exit from the application so that the application icon no more appears in the system tray.

5.1 Show Wrapup Codes in system tray

1. On the right hand side of the Windows taskbar, and in the notification area, click to open the system tray and view the 3CX Wrapup Codes icon.

Figure 6: 3CX Wrapup Codes as hidden icon in system tray

5.2 Right-click menu options in system tray

Once the ‘wrapupcodes’ service starts, open system tray and right-click on the 3CX Wrapup Codes hidden icon to view the options.

Figure 7: ‘3CX Wrapup Codes’ hidden icon right-click menu

• Settings

1. On the right-click menu, click Settings.

2. In the Settings dialog box, and in the Agent Extension field, enter the extension of the agent who will attend the calls.

3. In the FQDN field, enter the ip address of the server in which ‘Wrap-up Codes – Server’ is installed.

4. In the Port field, enter the port number of the ‘Wrap-up Codes – Server’ application. If you want to select Protocol as HTTP then default port no. is 7750. If you want to select Protocol as HTTPS then, enter the port number which you have associated with HTTPS in ‘Wrapup Codes Server’.

Figure 8: Configure Settings for Agent

If you are not connected through office vpn network then, ensure the following:

  • Enable 7750 port in firewall where the server application is installed to avoid connection interruption between the client and server applications.
  • Enable 8800 relay port in firewall where the server application is installed so that the application recognizes where the user answered the call or not.

5. Check Show popup for internal calls check box if you want to receive internal calls as well i.e. calls within extensions or uncheck the check box if you want to receive only external calls. By default, the option is unchecked.

6. Click Save and in the Success message box, click OK.

Figure 9: Success message box

7. On the right-click menu, click Exit to stop the wrapup codes service and then again on your desktop, click the application icon to restart the service.

• Agent History

1. On the right-click menu, click Agent History.

2. The Agent History screen displays current day agent history details of the agent whose extension is configured in ‘Global Settings’ page.

3. To add/edit notes, in the Notes field of the respective record, enter desired information and then click Save.

4. To edit code, from the Codes dropdown list of the respective record, select desired code and then click Save.

You can edit only ‘Notes’ and ‘Codes’ data in ‘Agent History’ screen.

Figure 10: Agent History

• Show

1. On the right-click menu, click Show .

2. The Wrap-up Codes dialog box displays the list of all the active wrapup codes.

Figure 11: Wrap-Up Codes

• Exit

Click Exit to stop the wrapup codes service. Once the application is closed, the 3CX Wrapup Codes icon no more appears in the system tray.

• About

Click About to display details like application current version.

5.3 Right-click menu options in system tray

1. When a customer calls, click the Answer button.

Figure 12: Incoming call from customer

2. In the Wrap-up Codes dialog box, Current Call section displays agent call details like agent name, agent extension, call time, call duration, call queue and customer phone number

3. In the Codes section, select appropriate code that best suits the call interaction.

4. In the Notes field, enter the notes for the call interaction.

Figure 13: Associate wrapup code to a call

5. Click Save to associate the wrapup code and notes to current call. Saved Successfully message appears. .

Figure 14: Message: Saved Successfully

6. If you update and save again (without closing the ‘Wraup-up Codes’ dialog box), Updated Successfully message appears .

Figure 15: Message: Updated Successfully

The call interaction data which you update and save in client application will be reflected in the ‘Reports’ tab of server application. Only users with ‘Manager’ role can access the ‘Reports’ tab

7. If you do not select any code and click on Save, the ‘3CX Wraup-Codes’ will not save the information.

Figure 16: Error Message: Please Select Code

Caller Name of the caller (3CX fetches the information automatically)
–Number The number of the caller
–Dialed The number dialed by the customer (our number)
Agent Name of the agent who answered the call, and the extension that is configured in ‘Settings’ dialog box
–Date Date & Time of the current answered call
–Duration Duration of the current answered call
–Queue The Queue from which the agent answered the call
–Dialed The number dialed by agent (Outbound Call)
–Work Order Job ID that is fetched from Power Dialer when the ‘Wrapup Codes’ is integrated with it
–Name The first and last name of contact that is saved in ‘Contact Tab’ of ‘Power Dialer’


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