Listening to recorded Campaign Calls

Requires the Channel Track module.

IMPORTANT FOR PCI COMPLIANCE: If proper procedure has been followed during the Live call, the recorded call may be missing confidential information. The reason: To meet PCI compliance with Channel Track, if you are taking sensitive data such as bank details or confidential information over the telephone, always press 00 to mute the call recording, and when that part of the conversation is complete, press any key to restart recording. This will not cause any disruption to the call itself. By taking the card details or confidential information out of the call recording, you take the call recordings out of scope for PCI compliance.

To listen to a recorded Campaign Call from the Dashboard

1. Launch the Marketing Manager Dashboard
2. Select the Total Calls hyperlink:

   

3. Locate and select the required call in the Campaign Calls window, and click the Click to listen hyperlink:

   

To listen to a recorded Campaign Call from the patient file

1. Open the appropriate patient file Contacts tab.
2. Locate the appropriate call in the contacts list and select it.
3. Click the [i] button to open the Contact Information window.
4. Select the Click to listen hyperlink.