If given permission, users can change their caller ID setting when making outbound calls with the Click-to-Call panel. This provides flexibility to agents, making sure they are using a caller ID that will be most effective for the activity they're doing.
There's a few reasons you might want to do this, including:
In addition, to facilitate easier use of this option, we have provided display to the dialer panel area that shows the caller ID being used for outbound calls as they get made. This makes it easier for agents to see the current caller ID setting, reminding them to change it if they need to. This display is available in both the Click-to-Call and PowerDialer panels.
The permission settings are located on the page permission tool as standard options. When enabled, users who belong to the specified permission group will have the tools available.
This is located at:
Administrative Tab > Manage Permissions > Permission Group
The items are under the Dialer-Related Permissions sub-section as shown.
The two options are fairly self-explanatory:
With the Allow Users to Change Click-to-Call Caller-ID permission enabled, users will have a dropdown setting in the Click-to-Call setup panel (this is accessed by clicking the gear in the corner of the dialer panel). By default this will initially be set to the same setting established in the user's profile, but users can quickly change to a more appropriate setting if needed.
The setting updates after the user selects a setting and clicks Save. If the user clicks Cancel, the settings DIV will close without making a change.
If the Show Users the Caller-ID In Use permission is enabled, a new field will be added to the dialer panel across all dialer tools (Click-to-Call and PowerDialer). The field automatically displays the caller ID being shown to call recipients anytime a user makes a dial.
The field will display one of three statuses:
The pictures below demonstrate these statuses for the PowerDialer and Click-to-Call panels.