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BrightPBX

Setting the CLI name & number

General guidelines

  • The Caller ID can either be set per user or at the entire account level
  • If each user has a dedicated DID that you would like to be displayed for that user, then the CID should be set on each user in Smart PBX
  • If you have departments with dedicated DIDs (e.g. DID for Sales, for Billing, for Support, etc.) and you would like to avoid customers calling back representatives directly, you should consider displaying the group’s main number and not the specific number of the associate.
  • You must ensure CID is set correctly for the Emergency Caller ID on the account in order for 911 to work.
  • A general account CID should always be set as a failsafe, otherwise some features may not work properly.
  • If you add or change a setting in one application, it will be reflected in another. E.g. Changing your device CID in Smart PBX will also change the setting in CallFlows app).

Order of precedence

You can set a Caller ID in multiple places, so it’s important to understand which settings take priority. Here is the ordering we use:

1. Device

2. User

3. Number (via the Number Manager app)

4. Account

Given the above, this means that the per-device CLI will always override the per-user CLI, which will always override the Number Manager CLI, which will always overrides the Account level CLI.

So CLI Name set on specific number using Number Manager will be used only if CLI name is not set anywhere else — meaning setting a User or Device CID will override it.

Caller ID Reference Chart

Emergency Caller ID

Assigns number and physical location for Emergency 911 calls

Faxbox Caller ID

Assigns a name and number to a faxbox that gets printed on fax

Hot Desking ID

Assigns an ID to a device so it can be hot-desked to another device

In-House ID

ID for calls within an account, name and number/ext.?A user can indicate whether they see the original CallerID sent from the provider or an edited callerID assigned within the account. Sometimes this includes a pre-pended string added in a call queue or other setting as a way to filter incoming call.

Inbound ID

Enables viewing an incoming caller ID

Outbound ID

Sets your ID for outbound callsWhen BPBX makes a call, it starts by using the assigned DID number, and then adds any personalizations it finds. It looks in this order:Device → User → Number → Account

Prepend ID Inbound

Assigns a text string to an inbound call based on its number(e.g. all calls from Spain, all calls from support, or a specific customer, etc)In BPBX ’s SmartPBX and Callflows applications there is an option to “prepend” a caller-ID, for both incoming and outgoing calls. This field is only used within the account, for internal reference. It is a helpful tool to identify calls to/from different departments, and calls to/from specific clients or services.

Prepend ID Outbound

Assigns a text string to an outbound call based on its number (e.g. all calls to Spain, all calls to support, or to a specific customer, etc)In BPBX ’s SmartPBX and Callflows applications there is an option to “prepend” a caller-ID, for both incoming and outgoing calls. This field is only used within the account, for internal reference. It is a helpful tool to identify calls to/from different departments, and calls to/from specific clients or services.

Presence ID

In callflows under device CallerID

Preserve Caller ID

Keeps the original CallerID when a call is forwarded for example, instead of using the more recent endpoint.