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This guide is about how the Caller ID (the phone number shown to the callee when agents make outgoing calls) can be configured on the Velvetel Portal by using the CallFlow application. It can be done in the following sections according to the hierarchy

• DeviceAccount

• User

• Account

• Device

Account level is the default one. If there is a need to configure additional Caller ID settings it can be done at the User. If the Caller Name ID is set on the Device 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 default one. If there is no Caller Name ID at any level, the Device Name will be used as Caller ID.

Caller Name Configuration

1. Enter the corresponding cluster Portal:

   1. US cluster - https://portal.velvetel.net/uiv2/

   2. EU cluster - https://portal-eu.pbx-cloud.velvetel.net/monster-ui/

2. Enter your

   1. Username

   2. Password

   3. Account Name

3. Click on the 'Apps' icon in the upper bar (Fig.1) 
   Fig. 1 Location of the 'Apps' icon 

   

4. Select ‘Callflows’ application (Fig. 2)
   Fig. 2 Location of the ‘Callflows’ application

   

5. Setting up the Caller Name on the DeviceID in the Account Settings. It can be done by clicking on selecting the ‘Device’ ‘Account Settings’ section (Fig. 3)
   Fig. 3 ‘Device’ section selection

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   Choose the required device from the left-side menu and click on it ‘Account Settings’ location

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6. ‘Caller ID Number' can be set in the ‘Account's External/Off-net Caller ID' section. The base value is 'Default’. (Fig. 4)
   Fig. 4 Device selection

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7. Press the ‘Advanced’ Tab and select the ‘Caller ID’ section (Fig. 5, Fig. 6)
   Fig. 5 ‘Advanced’ Tab selection

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   Fig. 6 ‘Caller ID’ section

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8. 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). Please not that Caller ID can be different for internal calls (e.g. calling extensions), and external calls (e.g. calling call phone of your client).
   Fig. 8 ‘Caller ID Name’ field location

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9. Setting up the Caller Name ‘Account's External/Off-net Caller ID' section

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10. To change the Value a drop-down can be opened and the required phone number can be searched (1) or/and selected (2). You can also type your Caller ID in case it does not follow E.164 standard (e.g. your local provider connected to Velvetel via SIP trunk expects phone numbers to start with 0). To apply the changes the ‘Update’ button can be pressed (Fig. 5)
    Fig. 5 Selection and application of the Caller ID Number

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11. Setting up the Caller ID for the User. It can be done by clicking on the ‘User’ section (Fig. 86)
    Fig. 8 6 User section selection

    

12. Select the required User from the left-side menu (Fig. 97)
    Fig. 9 7 User selection

    

13. In the ‘Outbound Calls’ section enter the required phone number into the ‘Caller ID Number’ and press ‘Save’ button (Fig. 108). Please not note that Caller ID can be different for internal calls (e.g. calling extensions), and external calls (e.g. calling call phone of your client).
    Fig. 10 8 ‘Caller ID Name’ in the User section

    

14. Setting up the Caller Name in the Account SettingsID on the Device. It can be done by selecting clicking on the ‘Account Settings’ ‘Device’ section (Fig. 119)
    Fig. 11 ‘Account Settings’ location

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15. ‘Caller ID Number' can be set in the ‘Account's External/Off-net Caller ID' section. The base value is 'Default’. (Fig. 12)
    Fig. 12 ‘Account's External/Off-net Caller ID' section

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16. To change the Value a drop-down can be opened and the required phone number can be searched (1) or/and selected (2). You can also type your CallerID in case it does not follow E.164 standard (e.g. your local provider connected to Velvetel via SIP trunk expects phone numbers to start with 0). To apply the changes the ‘Update’ button can be pressed (Fig. 13)
    Fig. 13 Selection and application of the Caller ID Number

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    9 ‘Device’ section selection

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17. Choose the required device from the left-side menu and click on it (Fig. 10)
    Fig. 10 Device selection

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18. Press the ‘Advanced’ Tab and select the ‘Caller ID’ section (Fig. 11, Fig. 12)
    Fig. 11 ‘Advanced’ Tab selection

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    Fig. 12 ‘Caller ID’ section

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19. 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. 13). Please note that Caller ID can be different for internal calls (e.g. calling extensions), and external calls (e.g. calling call phone of your client).
    Fig. 13 ‘Caller ID Name’ field location

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