Setting Up Caller Name via CallFlow

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?)

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 Device. It can be done by clicking on the ‘Device’ section (Fig. 3)
   Fig. 3 ‘Device’ section selection

   

6. Choose the required device from the left-side menu and click on it (Fig. 4)
   Fig. 4 Device selection

   

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

   

   Fig. 6 ‘Caller ID’ section

   

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)
   Fig. 8 ‘Caller ID Name’ field location

   

9. Setting up the Caller Name for the User. It can be done by clicking on the ‘User’ section (Fig. 8)
   Fig. 8 User section selection