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

Preconditions. Check that you are the Admin to be able to make the configurations that will be described further.

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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 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

   

10. Select the next 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 )

    1. Matched - the flow goes to the next element If the CID was added on the Creatio side

    2. Default action - the flow goes to the next element If the CID was NOT added on the Creatio side
       Fig. 8 Kepp CID options

       

11. After the ‘no_match’ callflow was configurated press the ‘Save’ Button (Fig. 9)
    Fig. 9 Saving the callflow

    

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