Caller ID - it's hard to imagine phone calls without it!
By default, your outbound caller ID is set to your primary, direct Dialpad number. 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.
Set Your Global Caller ID
Unify caller ID across all your devices by setting global caller ID from Dialpad's web portal.
From Dialpad.com, navigate to Your Settings and select Caller ID and choose a number in the drop-down.
Here's what to remember when setting global caller ID:
- Only applies to outbound calls
- Only applies to external calls
- Doesn't apply to SMS
- Doesn't take the place of handling calls as an Operator or Agent; therefore, Department or Call Center settings (such as automatic call recording) don't apply
- Displays across all devices (including desk phones) running on the desktop and mobile apps
You may need to refresh your web browser for the changes to take effect, and now the global caller ID will be the default choice across your devices.
Dialpad TipWant your global ID to apply to internal calls, too? Or perhaps you'd like your Call Center or Department's advanced settings (such as automatic call recording) to be applied? No problem! Reach out to our Support team to make this change. |
Adjust Your Caller ID
Your Caller ID can be adjusted in two places, the Main Dialer, and in the Conversation Thread.
Main Dialer
To adjust your Caller ID from your main dialer, head to your Dialpad app.
- Select Make a Call > New Call From
- Choose a number in the drop-down.
You'll need to be an Operator of a Department or Main Line, an Agent of a Call Center, or an Executive Assistant to place outbound calls using a Shared Line's primary and secondary numbers.
Enter the number or contact you'd like to call, then select the Phone icon to start dialing.
Conversation Thread View
Caller ID can also be customized in the conversation thread view.
From the conversation thread view in the Dialpad app, select the Drop-Down icon alongside the Phone icon and choose a number in the drop-down.
Block Your Caller ID
There may be a time when you need to block your caller ID.
From the conversation thread view in the Dialpad app, select the Drop-Down icon alongside the Phone icon and choose Block my caller ID (Calling Only).
Call history will remain under the contact; further, remember that this feature is only reflected on contacts outside of your Company.
If you'd like to block caller ID for all calls regardless of device, you can do so through global caller ID (see 'Set Your Global Caller ID' section in this Help Center article).
Set Incoming Caller ID
Incoming caller ID distinguishes personal calls from Dialpad calls.
From Dialpad.com, navigate to Your Settings > Your Devices > Advanced Settings.
You'll then get to choose between these options:
- Calls to your personal Dialpad number
- Display the caller's number OR
- Display your Dialpad number
- Calls to your Departments / Office Main Line
- Display the caller's number OR
- Display the Department number
- Calls to your executives
- Display the caller's number OR
- Display executive number
It will then adjust accordingly on forwarding devices.
