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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.

NOTE: Without configurations that are described in this guide ‘Use My Nimber’ feature will not work even if all settings are done in the corresponding section in Creatio.

  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

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