This guide is about how the Caller ID can be configured on the Velvetel Portal by using the CallFlow application. It can be done in the following sections according to the hierarchy
Device
User
Account
If the Caller Name is set on the Divece level, this setting will be applied. If there are no settings on the Device level, the Caller Name from the User level will be applied. Account level is the basic one. If there is no Caller Name at any level a default setting will be applied (What is the Default value? How does the system determine what to show as a Caller Name?)
Enter the corresponding cluster Portal:
US cluster - https://portal.velvetel.net/uiv2/
EU cluster - https://portal-eu.pbx-cloud.velvetel.net/monster-ui/
Enter your
Username
Password
Account Name
Click on the 'Apps' icon in the upper bar (Fig.1)
Fig. 1 Location of the 'Apps' icon
icon
Select ‘Callflows’ application (Fig. 2)
Fig. 2 Location of the ‘Callflows’ applicationSetting up the Caller Name on the Device. It can be done by clicking on the ‘Device’ section (Fig. 3)
Fig. 3 ‘Device’ section selectionChoose the required device from the left-side menu and click on it (Fig. 4)
Fig. 4 Device selectionPress the ‘Advanced’ Tab and select the ‘Caller ID’ section (Fig. 5, Fig. 6)
Fig. 5 ‘Advanced’ Tab selectionFig. 6 ‘Caller ID’ section
A required phone number should be entered into the ‘Caller ID Number’ field in the format according to the placeholder and after that, the ‘Save’ should be pressed (Fig. 7)
Fig. 8 ‘Caller ID Name’ field locationSetting up the Caller Name for the User. It can be done by clicking on the ‘User’ section (Fig. 8)
Fig. 8 User section selection