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Dynamic Caller ID (DCID)

 
Navigate to the Dialer Status and setup - Dialer Setup - Dynamic Caller ID (DCID) Screen:
 
Menu -> Dialer -> Dialer Status and setup ->  Dialer Setup -> Dynamic Caller ID (DCID) Setting
 
Purpose of the Dialer Status and setup - Dialer Setup - Dynamic Caller ID (DCID) Screen:
 
This screen is used to designate dynamic caller IDs for Dialer Pro. Caller IDs can be designated to be The And caller IDs based on the following settings:
Dialer Pro chooses the relevant caller ID based on order importance starting from the top.
  • Personal Caller ID – if a personal Caller ID is assigned to the user every time this user will dial out using Dialer Pro the assigned personal caller ID will be used.
  • Functions Called ID – If there is no personal Called ID assigned Dialer Pro will use the Function Caller ID by recognizing the screen the user is calling from.
  • Company Caller ID – if there is no personal or Functions caller IDs assigned Dialer Pro will use the caller ID assigned to the company the user is under.
  • Default Caller ID – if there is no personal, Functions or company Caller IDs assigned Dialer Pro will use the Default Caller ID as a caller ID.
 
 
 
 
 
What you see in the Dialer Status and setup - Dialer Setup - Dynamic Caller ID (DCID) Screen:
 
  • Dialer status and setup.
  • Dialer Setup.
  • Dynamic Caller ID (DCID) tab.
  • Functions Caller ID fields 7-12 contain the default caller IDs designated by the function of Dialer Pro screen the user is calling from.
  • Companies Default Caller contains the companies default caller ID.
  • Personal Caller ID contains the defaults personal Caller IDs for the specific Dialer Pro users.
  • Default Caller ID field contains the default CID for Dialer Pro if no other higher order caller IDs exist.
  • Validation CID field contains the default CID to be used when calling from the validation screen.
  • Confirmation CID field contains the default CID to be used when calling from the confirmation screen.
  • Rehash CID field contains the default CID to be used when calling from the rehash screen.
  • Resched. CID field contains the default CID to be used when calling from the reschedule screen.
  • Dispatch CID field contains the default CID to be used when calling from the dispatch screen.
  • Save button saves the changes to the Functions Caller IDs.
  • Cancel button cancels the changes to the Functions Caller IDs.
  • Company column contains the company name.
  • Caller ID contains the caller ID associated with the company in Company(15).
  • Change Companies DCIDs button allows to add/modify a company and the associated company caller ID.
  • User column contains the list of Dialer Pro users.
  • Personal CID column contains the caller ID associated with the user in User(18).
  • Instructions button opens a browser page with instructions on setup and requirements for Dynamic Caller ID.
  • Company column contains the companies name.
  • AC column contains the area codes associated with the company in Company(21).
  • Caller ID column contains caller IDs associated with the area code in AC(22).
  • Add CID button adds a new caller ID under Companies Area Code Caller ID columns.
  • Edit CID button edits existing caller ID under Companies Area Code Caller ID columns.
  • Delete CID button edits deletes caller ID under Companies Area Code Caller ID columns.
  • Auto. Populate will read you calling log and automatically populate the area codes so you can choose the numbers for the company in Company(15).
  • Change Personal Caller IDs button allows to edit the Personal CID(19) of Dialer Pro users in User(18).
 
How to use the Dialer Status and setup - Dialer Setup - Dynamic Caller ID (DCID) Screen:
 
  • Assign a Personal Caller ID.
  • Click on Change personal Caller IDs(28).
  • Select the required user from the User(18) column.
  • Type in the required caller ID in Personal CID(19).
  • Click on Save changes(28) to save the changes.
  • Assign a Functions Called ID.
  • Click on the required Function Screen in fields 7-12.
  • Type in the required caller ID.
  • Click on Save(13) to save the changes.
  • Assign a Company Caller ID
    Click on Change Caller IDs.
    Type in Caller ID in field number 6 for existing companies.
  • Default Caller ID – if there is no personal, Functions or company Caller IDs assigned Dialer Pro will use the Default Caller ID as a caller ID.