This feature requires Velvetel connector version 2.4 and higher
This feature requires Enable 'Use My Number' Configuration in the Telephony Portal configuration to be done by the Velvetel portal administrator
Phone numbers registered as Caller IDs in Creatio must be registered in the Velvetel account
The CallerID dropdown gives the agent of your contact center the control of what phone number is shown to the contact, when they are making an outbound call
Phone numbers configuration
To add phone number to the Caller ID list, please follow these steps:
In Creatio navigate to System Designer → Lookups → open “Caller IDs list“ lookup
Click on the “New“ button, and fill in the parameters of the record
Name - the name, that will be shown in the CallerID dropdown for the agent
Caller ID - the phone number registered with Velvetel, that is going to be used for outgoing calls
Agents can also ad records to this lookup via User Profile → Call center parameters setup → Caller ID → Caller Number. Please refer to Use My Number Feature for more details
Permission configuration
To allow agents to see phone numbers added by the Creatio Administrator, please follow these steps:
In Creatio navigate to System Designer → Object permissions → open “Caller IDs list permissions“
Enable the “Use record permissions“ block
Add the following record permission to the list (Fig.1)
Fig. 1. CallerIDs permission set
(Optional) With this permissions, you can control which phone numbers are shown to which agents