By default, your outbound ID is set to your primary, direct Dialpad #. That doesn't mean you can't tweak it for one-off calls, or even globally. Admins can, however, limit certain caller ID features office-wide.
First, let's take a look at how to adjust your caller ID for individual calls.
Adjust Your Caller ID
You can adjust your caller ID for individual calls by either:
- Selecting an available ID from the New Call From drop-down
- Clicking the drop-down arrow next to the Call icon within a conversation thread
To select an ID from the New Call From drop-down you'll need to be:
- An Operator of your Main Line/Department
- An Executive Assistant
- An Agent of a Call Center
To select an ID from the Call icon within a conversation thread, you'll only have two options:
- Call with my personal ID
- Block my caller ID
Once your call completes, your caller ID will automatically toggle back to your global setting.
Now let's take a look at making a global change to your ID.
Global Caller ID
If you need to select a specific ID across all your devices, opt for setting your global caller ID from the web portal rather than within your individual apps.
Plus, if your Admin has added additional numbers to your user line, this is where you'll be able to toggle between your primary and any secondary numbers to use for outbound calls.
To get started, navigate to Dialpad.com > Your Settings > Caller ID to select one of your available options.
Keep in mind the following feature details:
- Global ID is only applied to outbound calls
- Global ID only applies to external calls
- Global ID does not apply to SMS
- Global ID doesn't take the place of handling calls as an Operator or Agent, in other words, your Department or Call Center settings don't apply here (automatic call recording for instance)
- Global ID displays across all devices (desktop, desk phone, mobile)
Whichever option you choose should now display as the new ID. You may need to refresh your browser for the changes to display.
Block your Caller ID
If you're looking for a little privacy from a specific caller, you can opt to block your caller ID. Note that this is different from your global caller ID setting as this is a one-call option.
- Open a conversation thread with your intended contact (outside your Company)
- Click on the drop-down arrow next to your Call icon to select Block my caller ID
Your call history will remain under the personal contact. Keep in mind that just with global caller ID, this feature is only reflected on contacts outside of your Company.
Toggle Between Secondary Numbers
If your Admin has added additional numbers to your account, you have the option of toggling between those to place calls to your contacts.
You'll see the option to choose one of your secondary numbers from either:
- Conversation Thread
After selecting your preferred number, we'll default to this option for that specific contact until you come back to make changes.
Don't worry though -- calls placed from your Main Line, Departments, or Call Centers will still default to whatever caller ID your Admin has set.
Incoming Caller ID
Need to adjust how inbound calls appear on your Dialpad forwarding devices?
You can find this option within the web portal by navigating to Your Profile > Your Devices > Advanced Settings for either your desk phones or mobile devices.
Here's where you can decide how incoming caller IDs appear on your desk phone or mobile device for:
- Calls received on your direct line
- Calls received on a Main Line, Department, or Call Center that you've been assigned as an Operator or Agent
- Calls received to any Executives that you've been assigned as an Assistant
You'll have the choice of either displaying your caller's number or the number that your caller is calling into (i.e. your direct line, Main Line, etc.).