Configuration Caller Identification

Caller identification - truncate number of digits

CTI Data Connector salesforce.com Edition can truncate a phone number until a phone number with a direct match is found.

Example

Incoming number: 0044734273833. This number is not associated with a contact person, but the number of the main office with 0044734273-0 is stored. After 3 digits having been truncated, the number of the main office will be found. If this logic is not needed, type in 0. The default value is 3.

US or Canada

This option must be 0 because extensions can not be dialled directly.

Don't show internal calls

If selected, the caller information for internal calls will not be displayed. For distinguishing between internal and external calls, the value in the field Minimum length of phone number indicating an external call will be used.

Use Called ID for caller identification

By default, the phone number of the person who is calling (CallerID) is used for caller identification. If the number that was called (Called ID) is to be used, select this option.

Example

You provide a phone service for 10 companies and you offer a line for each company. Whenever a phone comes in, the number that was called (line for company 1 to 10) including the company name is to be displayed.

Suppress multiple hits due to identical phone numbers

If records are stored multiple times (the same phone number is stored multiple times), CTI Data Connector salesforce.com Edition will always display multiple addresses and cannot open a caller record or Outlook contact. If the option Suppress multiple hits due to identical phone numbers is selected, always only one suitable record will be displayed.

Display Caller ID identified by PBX

If your PBX has an own phone directory, CTI Data Connector salesforce.com Edition can display the name of the caller in the Desktop Notification passed by the PBX, if no address is found in a database or Outlook.

The option: String if caller ID is suppressed should be the character string which is sent by the PBX for suppressed caller IDs, e.g. ***. Instead of displaying *** the Desktop Notification is not displayed.