Outbound Calls Caller ID Selection Rules

How to select Contivio outbound caller ID

  • By default, if none of the below settings are set, the User Domain --> Trunk Group Selection will be enforced. 
    • The first number in the Trunk is the one set as the outbound caller ID.
  • Global Settings > Voice Connectivity > Dial Plans
    • Setting a specific Range start (area code as an example) and a specific DID to use.
    • Only 1 DID can be set per area code.
    • This will be the default Caller ID as long as no other Caller ID setting is set from the below
  • User profile settings
    • Phone numbers must be added to the Trunk in the same format.
    • The user must have the option "Use Personal Phone Number for outbound calls" enabled.
      • This will override the Dial Plan setting.
    • User profile "Outbound only Caller ID"
      • This field can carry up to a dozen comma-separated numbers
      • If only 1 number is to be used and the company's policy/rules is that users do not show their personal phone numbers on outbound calls; the option "Use Personal Phone Number for outbound calls" should not be set and the number in this field will be enforced.
      • occasionally If multiple numbers are to be used and/or the user needs to occasionally select a different number for outbound calls; then the "Allow user to select outbound DID" option must be enabled.
      • The user will select the phone numbers from this list available in the identity drop-down list. The numbers will be displayed as numbers with no labels.
      • This will override the user’s personal phone number and the dial plan number.
  • User Groups
    • You can configure user Groups in the Contivio admin portal > People > User Groups
    • The User Groups list will be shown in the identify drop-down list similar to the "Outbound only Caller ID" but the numbers will be labeled.
    • The numbers must be added to the trunk with a label to be able to use them to add a number with the label, the format is Phone number-label, for example, "8002828105-Contivio TF number"
    • the "Allow user to select outbound DID" option must be enabled
    • This will override the user’s personal phone number and the dial plan number
  • Queues/Campaigns
    • You can configure the queue/campaign "Outbound Calls Caller ID (optional)" field by navigating to
      • Queues: Call Center > Inbound contacts > Queues > Voice
      • Campaign: Call Center > Outbound Auto Dialer > Campaign > Other Settings tab
    • The phone number will be enforced when the user selects the queue from the Category drop-down list.
    • This selection will override the user's identity selection and personal phone number and dial plan.