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Interaction Dialer Manager Help
Configure Caller ID using a Policy
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In Interaction Administrator, expand the Interaction Dialer container. Then select the Policy Sets container.
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Click Add to create a new Policy Set entry.
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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".
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Select the Pre Call tab, since we want to set Caller ID using a behavior before the call is placed.
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Click Add to create a new policy condition.
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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.
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Select "Normal Call" in the Available Items list. Then click Add.
Click OK to dismiss the dialog.
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Select the Behavior tab. Then click Add to create a new behavior.
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Name the behavior Set Caller ID Info or something similar.
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Set Behavior Type to Calling Party.
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Enter the name to you want contacts to see in the Name box.
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Enter the phone number you want contacts to see in the Phone Number box.
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Click OK to dismiss the Add Policy Behavior dialog.
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Click Save.
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