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.