Discover the different types of SmartVoice caller ID and how to set your preference through your online portal.

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Group CLID

With Group CLID used, outbound caller ID from all employees show same name and number. Typically used is Business/Organization name, and primary advertised number.

  • Group CLID can only be managed by group admins.

Configure

  1. Login to SmartVoice Web Portal with group admin credentials.
  2. Navigate to 'Group Services' tab.
  3. Select 'Site Services' menu and choose 'Group CLID'.
  4. Under 'Group CLID', use these settings:
    1. Group Calling Line ID Number: set number to see in outbound CLID. Can't leave as none or you'll receive error when trying to save.
    2. Calling Line ID Policy: set to 'Use Group Calling Line ID Policy'.
    3. Use group number, instead of user number...: must be checked to show chosen number.
    4. Calling Line ID Group Name is set to: set to business name. Only first 15 characters will show, and special characters like & symbol take up multiple characters.
    5. Use group name, instead of user name...: must be checked to show chosen number.
    • Group CLID settings (click to enlarge)
  5. Press 'Save' when done.
  6. Changes take 1-3 minutes to take effect. Test changes by calling from your SmartVoice phone to your cell phone or a friend with call display to make sure you like your changes.

Personal CLID

  • To stop personal Caller ID from showing on outgoing calls, Group CLID must be enabled.
  • Your personal caller ID will not show on outgoing calls if Group CLID is set.
  • If you require your personal ID shown when a Group CLID is set, contact technical support to request this change.

Configure

  1. Login to SmartVoice Web Portal with your end user credentials.
  2. Navigate to 'Profile/911 Update'.
  3. Modify 'Calling Line ID' last/first name fields.
    • First name always shows first in call display.
    • Only first 15 characters will show, and special characters like & symbol take up multiple characters.
    • Profile/911 Update settings (click to enlarge)
  4. Press 'Save' when done.
  5. Changes take 1-3 minutes to take effect. Test changes by calling from your SmartVoice phone to your cell phone or a friend with call display to make sure you like your changes.

Members of hunt show group CLID instead of personal

If your users report that when they transfer calls internally, caller ID is being displayed as main company name (Group caller ID), it could be because their number is in a Hunt Group. When this happens, call recipients may not pick up because they think call is coming from an external number.

Configure

  1. Login to SmartVoice Web Portal with group admin credentials.
  2. Navigate to 'Group Services' tab.
  3. Select 'Site Services' menu and choose 'Hunt Group'.
  4. Select hunt group from list and new window will load for 'Profile'.
  5. Scroll down to 'Calling Line ID Settings' section.
    1. Select option 'Customize the CLID for this Hunt Group'.
    2. Disable 'Include the Hunt Group Name in the CLID'.
    • Calling Line ID Settings (click to enlarge)
  6. Press 'Save' when done.
  7. Changes take less then 1 minute to take effect. Test changes by calling from your cell phone so that user can transfer your call internally and make sure name shows up to recipient as desired.

Shared call appearance & CLID

Shared Call Lines have their own caller IDs and when transferring a call from a Shared Call Line, it will show caller ID of Shared Call Line, not of personal extension or group name.

Advisory
It's best to keep shared call display names based on the usage/role, not a person's name, as anyone with shared call line on their Polycom handset could have picked up that call.

Configure

  1. Login to SmartVoice Web Portal with group admin credentials.
  2. In 'Users' drop down list, select required shared call line.
  3. Select 'Profile/911 Update' tab.
  4. Modify 'Calling Line ID' last/first name fields:
    • First name always shows first in call display.
    • Only first 15 characters will show, and special characters like & symbol take up multiple characters.
    • Shared Call Appearance CLID (click to enlarge)
  5. Press 'Save' when done.
  6. Changes take 1-3 minutes to take effect. Test changes by calling from your cell phone to shared line, then have user transfer your call to another user to make sure you like your changes.