How to set up caller ID

Overview

With caller ID, you can choose the number that appears on people’s screens when you call them. This means you can have a different number displayed, instead of your actual number, making it easy to maintain a consistent identity for your business communications.

IN THIS ARTICLE

How to set up caller ID at the agency level

If you're an administrator, you would have set up the phone system in the Settings > Sales > Phone Dialer section.

Go to Settings.

Find the Sales > Phone Dialer & Call Queues setting and select the 'Edit' button.

Navigate to the Caller ID tab, add your phone number to the Caller ID details and select the ‘Verify Phone Number’ button.

You can add other phone numbers to the Caller ID list as well but for this example, enter your new phone number.

Upon selecting the ‘Verify Phone Number’ button, you will receive a call from AMS+. Answer the call and enter your phone number’s 6-digit code to verify it.

How to set up caller ID at the user level

Phone numbers added to caller ID at the account level will be available to all users. Users can also set their own phone numbers to caller ID, and set their own SMS phone number.

Caller ID for click-to-call

Note: If you use your cell phone number for caller ID, you’ll receive callbacks directly only on your cell phone and those can’t be recorded in AMS+.

To update your account’s caller ID settings:

Go to My Account.

Navigate to the Phone > Caller ID tab, add your phone number to the Caller ID details and select the ‘Verify Phone Number’ button.

You can add other phone numbers to the Caller ID list as well but for this example, enter your new phone number.

Upon selecting the ‘Verify Phone Number’ button, you will receive a call from AMS+. Answer the call and enter your phone number’s 6-digit code to verify it.

How to assign caller ID to area codes

You can set up different caller IDs to automatically show when you call specific area codes. Just assign a phone number to be the caller ID for each area code you want.

The "Active Caller ID" is the default number used for all other area codes that aren’t assigned.

To make a number the Active (default) Caller ID, select the ‘Set As Caller ID’ link in the Actions column.

Example:

In this example, we’ve added a California number for California area codes, a New York number for New York area codes, and are adding an Illinois number for Illinois area codes. For any other area codes, the Active Caller ID (default number) will be used.