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Configure Caller ID using a Policy

  1. In Interaction Administrator, expand the Interaction Dialer container. Then select the Policy Sets container.

  2. Click Add to create a new Policy Set entry.

  3. An entry titled New Item appears in the list of entries, and properties of the new entry are displayed. Type a descriptive name in the Name field. This name will become the name of the Policy Set when the entry is saved, replacing the default "New Item".

  4. Select the Pre Call tab, since we want to set Caller ID using a behavior before the call is placed.

  5. Click Add to create a new policy condition.

  6. Type "Normal Calls only" or something similar in the Name box. In this example, a Call Category condition will be used to set Caller ID name and number for all outbound calls.

  7.  Select "Normal Call" in the Available Items list. Then click Add.

    Click OK to dismiss the dialog.

  8. Select the Behavior tab. Then click Add to create a new behavior.

  9. Name the behavior Set Caller ID Info or something similar.

  10. Set Behavior Type to Calling Party.

  11. Enter the name to you want contacts to see in the Name box.

  12. Enter the phone number you want contacts to see in the Phone Number box.

  13. Click OK to dismiss the Add Policy Behavior dialog.

  14. Click Save.

Related Topics

Calling Party behavior type