Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Description. In this Guide, a flow of how to Enable the ‘Use My Number’ feature in Creatio is described

...

  1. To start the configuration you should find a callflow for the outgoing call ‘no_match’. 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. Click on the ‘Callflows’ section (Fig. 3)
    Fig.3 Selection of the ‘Callflows’ element

  6. Find ‘no_match’ call flow in the left-side menu (Fig. 4)
    Fig. 4 Left-side menu

  7. In the right-side menu open a ‘Caller-ID’ section (1) to find a ‘Keep CID’ element (2). And drag ‘Keep CID' element directly on the ‘Callflow’ block (3) (Fig. 5)
    Fig. 5 Location and Selection of ‘Keep CID’ element

  8. In the opened modal window select the ‘P-Preferred-Identity’ Header. (Fig. 6) NOTE: This Header must be selected in the Creatio for the ‘Use My Number’ feature configuration. To know more, see the following guide: Use My Number Feature
    Fig. 6 ‘P-Preferred-Identity’ Header selection

  9. To set prioritization of the several Header that are selected, point and hold the curson against the drug-n-drop control (1) and move upside-down the Header (2) (Fig. 7)
    Fig. 7 Drug-n-Drop actions

  10. Select next callflow element according to your requirements