Description. In this Guide, a flow of how to Enable the ‘Use My Number’ feature in Creatio is described
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To start the configuration you should find a callflow for the outgoing call ‘no_match’. 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
Select ‘Callflows’ application (Fig. 2)
Fig. 2 Location of the ‘Callflows’ application
Click on the ‘Callflows’ section (Fig. 3)
Fig.3 Selection of the ‘Callflows’ element
Find ‘no_match’ call flow in the left-side menu (Fig. 4)
Fig. 4 Left-side menu
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
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
To set prioritization of the several Header Headers 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
Select the next callflow element according to your requirements and place it on the ‘Keep CID' element. In the opened window select ‘Keep CID option’ (1) of how this condition will be processed and press the ‘Save’ button (2) (Fit. 8 )
Matched - the flow goes to the next element If the CID was added on the Creatio side
Default action - the flow goes to the next element If the CID was NOT added on the Creatio side
Fig. 8 Kepp CID options
After the ‘no_match’ callflow was configurated press the ‘Save’ Button (Fig. 9)
Fig. 9 Saving the callflow