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Caller ID V18

16 min read

Introduction #

Optimize Call Center Operations with 3CX Caller ID: Empower Agents and Personalize Outbound Caller ID

Customize your outbound caller ID effortlessly with our user-friendly solution. Whether you want to represent a specific organization or target a particular geographical region, you have full control over your caller ID number. Empower your call center agents to display the organization’s phone number for a professional image or choose a caller ID that reflects the desired region to establish a local presence. With the 3CX Caller ID add-on, optimize your operations, increase efficiency, and enhance customer satisfaction by enabling agents to select the most suitable caller ID number for each call.

Features of 3CX Caller ID #

REVERT AUTOMATICALLYEffortlessly connect with customers in various regions by configuring your caller ID, initiating calls, and seamlessly switching back to your default Caller ID. Enjoy the convenience and flexibility of reaching out to clients worldwide, providing them with a personalized and professional calling experience.
ORGANIZEEffortlessly organize your Direct Inward Dialing (DID) numbers based on customer names or geographical regions, giving you complete control over the numbers your agents see.
WEB APPExperience the convenience of installing and accessing our versatile web application effortlessly. Enjoy the freedom to connect from any location using your preferred device.
APPEAR LOCALIncrease your chances of connecting with potential customers by utilizing a local caller ID when initiating contact. By employing this straightforward method, you enhance the probability of recipients answering your call and actively participating in a meaningful conversation.

Prerequisites #

Before installing 3CX Caller ID, you need to ensure that your computer meets the minimum requirements mentioned below:

  • 3CX Version V18
  • Windows 10 or above / Windows Server 2012 or above
  • Microsoft SQL Server 2016 or above (Including the free SQL Express edition)
  • Internet Information Server (IIS) 7.0 or above
  •  .Net 4.7.2 or above
  • Static IP for VoIPTools and 3CX servers
  • Port number 7450 opened on your device.

NOTE:

You need a Static IP for both VoIPTools and 3CX servers to ensure proper two-way communication, both the 3CX server (Relay) and the VoIPTools server. Dynamically assigned IP addresses are not supported. Additionally, it is recommended to use HTTPS for secure communication, which requires a FQDN for SSL/TLS certificate validation between the VoIPTools server and the Relay.

NOTE:

While installing SQL Server, ensure the following,

  • Uninstall the previous versions of SQL Management Studio manually before installing the new version.
  • Install it in “Mixed Mode” to include SQL Authentication, and install SQL Management Studio

NOTE:

  • When installing IIS, be sure to install Basic Authentication, .Net Extensibility, and ASP.Net 4.X

Installation overview #

DOWNLOAD SOFTWAREYou can order 3CX Caller ID online at https://www.voiptools.com.  Your order confirmation email will include your license key and a link to download the software.
INSTALL PREREQUISITESThere are a number of prerequisites that must be installed prior to installing the 3CXCaller ID . These prerequisites include Microsoft Internet Information Server (IIS) and Microsoft SQL Server
INSTALL 3CX CALLER IDThere are a number of prerequisites that must be installed prior to installing the 3CXCaller ID. These prerequisites include Microsoft Internet Information Server (IIS) and Microsoft SQL Server
REGISTER YOUR SOFTWAREThis User Guide contains step-by-step instructions to successfully install 3CX Caller ID. Begin by extracting the installer from the downloaded zip file (Step 1 below), then run the setup program named CallerIDInstaller.exe

Step By Step Installation Procedure #

The following section guides you through a detailed walk-through of the installation process:

Step 1: Download 3CX Caller ID #

  1. Find the software download link in the Order Confirmation Email, or you can find it in your order history on our website and download the 3CX Caller ID application.
  2. In the Microsoft Defender SmartScreen, click the More Info option.
Figure 1: Microsoft Defender: More info
  1. Click the Run Anyway option to start the installation.
Figure 2: Microsoft Defender: More info screen

Step 2:  Install Prerequisites #

Click on the software installer that was downloaded in Step 1 above. The installation wizard will automatically identify the needed prerequisites and assist you with the installation of the prerequisites needed to run the ‘3CX Caller ID’. These include .NET Framework (Web Installer), SQL Server Express (Web Installer), and, SQL Server Management Studio.

  1. Click the downloaded installer executable to launch the Prerequisites Setup Wizard and click Next.
Figure 3: Prerequisites Setup Wizard
  1. In the Prerequisites window, the installer will identify the missing prerequisites. You must install all the required conditions. However, you can select/unselect the applications to be installed based on your unique requirements. Click Next to continue.
Figure 4: Select Prerequisites to Install

The installer will download and install the selected applications.

Figure 5: Prerequisites Installation in progress
  1. In the Microsoft SQL Server License Terms click the Accept button to acknowledge the license terms and continue.
    • This page appears if you do not have SQL Server Express preinstalled in your device.
Figure 6: SQL Server Express: Accept License Terms
  1. View the SQL Server Media target location in the Media Location field. If required, you can click the Browse button to change the location. Click Install to begin the installation of SQL Server Express.
Figure 7: SQL Server Express: Target Location

SQL server installation is in progress. This may take several minutes to complete.

Figure: SQL Server Installation In Progress
  1. Click the Close button once the prerequisites are installed.
Figure 8: SQL Server Express: Installed Successfully

Microsoft SQL Management Studio installation is in progress. This may take several minutes to complete.

Figure 9: Microsoft SQL Server Management Studio: Installation in progress
  1. Click Yes in the Confirmation Message Box to reboot the computer.
Figure 10: Reboot confirmation message box

Step 3: Start the installation process #

  1. After all the prerequisites are installed, the 3CX Caller ID Setup Wizard appears. Click Next to Continue.
Figure 11: 3CX Caller ID Setup Wizar
  1. On the Select Installation Folder window, the Folder field displays the location where the ‘3CX Caller ID’ will be installed. Note that you cannot change the path.
  2. Click Next to continue with the installation.
Figure 12: Installation Folder Location

Step 4: Test Relay Settings #

  1. In the 3CX Relay Services window, in the Relay Host field, enter the FQDN of your 3CX server.
  2. Enter 8801 in the Relay Port field.
  3. Enter the public key you took from VoIPTools Relay services in the Public Key text area.
Figure 13: Configure Relay Services
  1. Click the Test Relay Settings to confirm ‘3CX Queues Wallboard’ can communicate with the Relay services running on the 3CX server.
  2. If the ‘3CX Queues Wallboard’ is successfully able to communicate with the Relay services that run on the 3CX server, a Success message box appears. Click OK. If the test fails, you will not be able to continue until communication with the relay is established.
  3. Click Next to continue with the installation.
Figure 14: Test Relay services

NOTE:

If the test was unsuccessful: 

  • confirm you have the correct firewall port open (default TCP 8801) on the 3CX server and the firewall protecting the 3CX server.
  • confirm that you have entered the correct IP address / FQDN for the 3CX server.
  • confirm that 3CX Caller ID and the Relay are using the same port and protocol.

Step 5: Configure the database #

When configuring 3CX Caller ID, select an existing Microsoft SQL Server instance in your environment.  The database server can be a remote SQL Server, or a local instance running on the VoIPTools server.

  1. On the SQL Database window, in the Server field, select the desired instance of SQL Server

NOTE:

We encourage you to use SQL Authentication rather than Windows authentication.  Many of our tools leverage a Call Flow Designer (CFD) application running on the 3CX.  Frequently our CFD applications require access to a SQL database.  If the 3CX server and the database server are not in an Active Directory domain, Windows authentication will fail.  To use SQL authentication, your SQL Server must be configured to run in “Mixed Mode”.  If you installed SQL Server with one of our tools, we configure SQL in “Mixed Mode”.

Figure 15: SQL Authentication
  1. To use SQL Authentication, be sure to uncheck the Trusted Connection checkbox.
  2. In the Username and Password fields, enter valid SQL login account credentials
  3. To use Windows Integrated Authentication (not recommended), check the Trusted Connection (Windows integrated authentication) checkbox.
  4. In the Database field, the installer will automatically display the default database name.  We encourage you to use the default name.  If you are upgrading or reinstalling 3CX Caller ID, select the existing database name from the list.
  5. Click the Test Sql Connection button to confirm connectivity to SQL Server and then click Next to continue.
Figure 16: Test SQL Connection

Step 6: Installing 3CX Caller ID #

  1. In the Ready to Install window, click Install to start the installation of the ‘3CX Caller ID’.
Figure 17: Install 3CX Caller ID

The application installation progresses.

Figure 18: Installation of ‘3CX Caller ID’ in Progress
  1. Once the installation is complete, check Launch 3CX Caller ID check box and then click Finish. The 3CX Caller ID configuration screen opens. If you want to close the installer without opening the configuration screen, then uncheck Launch 3CX Caller ID check box and then click Finish.
Figure 19: Installation Complete

Step 7: Register your Software #

Follow the procedure to register with the application,

  1. Double-click the Caller ID desktop icon on your desktop.
  2. On the Login page, do the following tasks,
    1. In the Extension field, enter your 3CX extension number.
    2. In the PIN field, enter your 3CX voicemail PIN.
    3. Click the Login button to log in to your account.
Figure 20: 3CX CallerID Web Portal Login
  1. In the License tab and the License Key field, enter the valid license key.
  2. Enter appropriate details in all the other fields of the page.
  3. Click Register to complete the Caller ID registration.
Figure 21: Register Software

NOTE:

  • The license key permits you to install this software on one computer. This is not free software.

Web Portal #

To access the ‘3CX CallerID’ web portal, click the Web Portal button on the configuration program, or click on the desktop icon that was created during the installation process (‘3CX CallerID’ Web).

User Privileges #

In 3CX Console Management, an extension in a group will have ‘Manager’ privileges if you assign a ‘Manager’ role or will have ‘User’ privileges if you assign a ‘User’ role.

Manager privileges #

Figure 23: Manager Login View

Agent privileges #

Figure 24: 3CX Caller ID as Agent view

Caller IDs Screen #

The Caller IDs screen lets you update the existing outbound Caller ID for the logged-in user’s extension, manually update the outbound caller ID for the logged-in user’s extension, and revert back to the agent default Caller ID.

Update Existing Outbound Caller ID for Logged-in User’s Extension #

  1.  Log in to the 3CX Caller ID web portal as an agent.
  2.  In the Caller IDs screen and from the Numbers drop-down, select the franchise whose extension you want to apply to your outbound caller ID.
Figure 25: Numbers dropdown

Once applied, the system displays the successfully updated message

Figure 26: Caller ID updated successfully

Manually Update Outbound Caller ID for Logged-in User’s Extension #

  1. In the Manual Number field, enter the desired number manually with which you want to update the ‘Outbound Caller ID’ for the logged-in user in the 3CX Console Management.
  2. Beside the Manual Number field, click the Update button to update the login extension with the new manual CallerID. The Manual Number field displays the manual Caller ID.
Figure 27: Add Manual number

NOTE:

You cannot revert manual number.

Figure 28: Manual number successfully added message

Revert Back To Agent Default Caller ID #

Reverting a caller ID for an agent will revert it back to the ‘Agent Caller ID’ (specified in the Agents tab). If the agent is not assigned any Caller ID, then the application takes the Default CallerID (specified in the Settings tab) of the extension group to which the agent belongs.

  1. In the Caller IDs screen, beside the Numbers drop-down, click the Revert  button.
  2. Once the revert process is successful, the system displays the successfully reverted message and the outbound caller id of the extension.

NOTE:

Every agent must have a default Caller ID (Agents tab) else Caller ID will not be reverted.

Figure 29: Agent default Caller ID reverted

Numbers Screen #

The Numbers screen displays the Caller ID and Franchise details based on selecting the desired extension group. You can either add a new franchise or delete an existing one in the Numbers Screen.

Figure 30: Numbers screen – displaying Franchise Names and their CallerID Numbers

Add a Franchise #

  1. In the Numbers screen and from the Extension Group Name dropdown list, select the desired extension group to which you want to add a new franchise.
Figure 31: Select Extension Group Name
  1. In the column header, click  Add button. Enter the data on the new row that appears.
  2. In the Name field, enter the name of the new franchise.
  3. In the Number field, enter the ‘Caller ID Number’ for the new franchise.
  4. At the footer of the screen, click the Cancel  button to cancel or click the Save  button to save the new franchise to the selected extension group.
Figure 32: Details of the new number

Delete Existing Franchise #

  1. In the Numbers screen, click the Delete button beside the franchise you want to delete.
  2. Click OK on the confirmation message box.

Agents Screen #

The Agents screen maintains agent extensions and their respective default Caller IDs. Here you can add/remove an extension or edit the existing caller IDs.

Figure 33: Agents screen – displaying Agent Name, Extension, and Caller ID

Edit Caller ID #

  1. In the Agents screen and in the Caller ID column, click the ‘Caller ID’ field of the respective agent. The system enables you to enter the latest ID.
  2. In the footer of the Agents screen, click the Cancel  button to cancel or click the Save  button to save the new Caller ID.
Figure 34: Caller ID added

Add/Remove Agent #

  1. On the menu bar, click Agents.
  2. In the Agents screen, below tab bar, select Add/Remove Agents from the 3CX check box.

NOTE:

On checking the check box, the ‘Agents’ screen displays list of all the agents from 3CX.

  1. Click OK on the Success message.
Figure 35: Agents – ‘Update Agent names from 3CX’ check box
  1. Refresh the screen to see the updated names in the Name column.

NOTE:

When you choose to update ‘Agent Names’ from 3CX, the system updates the values for all the Agents.

Settings Screen #

Hover over the mouse on the Settings tab to display the drop-down menu with the following menu options:

  1. Caller Settings
  2. Site Settings
Figure 36: Settings menu

Caller Settings #

The “Caller Settings” screen lets you,

  • Set up caller settings, designating users as managers or agents by selecting an extension group. Define the default caller ID for the chosen group.
  • Set Group Tab Permissions
  • Optionally hide manual numbers.

Reverting a Caller ID (from the Caller IDs screen) for a specific extension group will revert to its respective ‘Default CallerID’ (as configured in the Caller Settings screen).

NOTE:

Customers can work with same agents in multiple groups without any need of removing agents from existing groups and adding to required groups.

Configure the Caller Settings #

  1. Hover over the mouse on the Settings tab and from the drop-down menu, select the Caller Settings option.
Figure 37: Select Caller Settings
  1. In the Caller Settings screen, from the Extension Group Name: drop-down, select the desired extension group.
Figure 38: Extension Group Name
  1. The Select Default CallerID drop-down lists all the Caller IDs associated with the Extension Group that you have just selected. Select the desired Caller ID from the list to make it a Default Caller ID for the extension group that you have just selected.
Figure 39: Select Default Caller ID for Respective Extension Group
  1. Click Save and click OK on the Info message box.
Figure 40: Caller Settings updated message

 Hide Manual Number #

This feature enables you to hide ‘Manual Number’ in the CallerID screen so that the user can access/ update only existing outbound caller id extension.

NOTE:

This feature is available only in ‘Version 16.0’ of ‘3CX Caller ID’ application.

  • Check Hide Manual Number checkbox and then click the Save button.
Figure 41: Settings Menu: Caller Settings

Navigate to the CallerID screen and you should now be able to see only the Number field.

Figure 42: Settings Menu: Caller Settings

Set Group Tab Permissions #

The Group User Tab Permissions section lets you give access to the Group User tab either to the manager of the system admin.

  1. In the Group User Tab Permissions section,
    • Select the Manager radio box to grant access to the Group User tab to the manager,
    • Select the SystemAdmin/SystemOwner radio box to provide access to the system admin.
Figure 43: Group User Tab access to Manager
Figure 44: Group User Tab access to System Admin
  1. Click the Save button to save your settings.
Figure 45: Save Button

Site Settings #

Site Settings enable you to customize branding settings for the application that includes the following:

  • Customize the gradient color of the ‘Application Header’
  • Customize grid color in screens that display grid data
  • Customize the logo on the ‘Application Header’
  • Customize ‘Header Title Prefix’ on the ‘Application Header’

Instructions For Custom Brand Settings

  1. Hover over the mouse on the Settings tab and select Site Settings from the drop-down menu.
Figure 46: Select Site Settings
  1. Perform any of the desired customizations and click the Apply button to save your customizations.

Customize Application Title Header – Gradient Color #

  1. In the Header Colour section do the following,
    1. Select the top paint from the Top Colour palette. 
    2. Select the bottom paint from the Bottom Colour colour palette.
  2. Click Apply  to Save the settings.
Figure 47: Header Gradient Color

Customize Grid Color #

  1. From the Grid Color palette, select the colour that you want to display for the grid on screens that display grid data
  2. Click Apply to save your settings.
Figure 48: Grid Color Palette

Customize Logo #

  • If you are uploading the logo for the first time then,
    1. In the Custom Logo section, click Choose File button to choose a logo from your device.
    2. Select the uploaded logo from the Select Logo dropdown list.
    3. Click Apply  to save your changes.
  • If you have uploaded the logo,
    1. Select the uploaded logo from the Select Logo dropdown list.
    2. Click Apply  to save your changes.

Figure 49: Custom Logo

Customize ‘Header Title Prefix’ Text #

  1. In the Header Title field, enter the text that you want the application to display as a ‘prefix’ for the existing title in the application header.
  2. Click Apply to save the header title prefix.
Figure 50: Custom Header Title Prefix

The final result of the page when you do all the customizations,

Figure 51: Display of Customized Brand Settings

How To Setup 3CX Console Management For Calls In Caller ID? #

The purpose of this procedure is to ensure that calls from your extensions are routed effectively and carry the appropriate caller ID, providing a seamless and organized communication experience.

  1. Log in to the 3CX Console Management and click the Outbound Rules option in the Left Side Panel.
Figure 52: Left Side Panel – Outbound Rules
  1. Select the desired outbound rule from the Outbound Rule Name column.
Figure 53: 3CX Outbound Rules

NOTE:

Make sure that the selected Outbound Rule Name is on the top of the list. To bring the Outbound Rule Name on top follow the procedure,

  1. Select the desired Outbound Rule Name.
  2. Click the Move Up button to bring the outbound rule to the top of the list.
Figure 54: Outbound Rule On The Top
  1. On the Apply This Rule To These Calls section, in the Calls From Extensions field, enter your extension.
Figure 55: Calls From Extension Field
  1. On the Make Outbound Calls On section, in the Outbound Caller ID field, remove the outbound caller IDs for the desired route.
Figure 56: Outbound Caller ID Cleared
  1. Scroll up and click the OK button to save your configurations.
Figure 57: OK Button

Need Support? #

You get quick answers to most of your inquiries in our online manual. If you prefer direct contact, we offer various support channels, including phone, email, live chat, and our helpful VoIPTools forums.

24/7 Support Availability #

Rest assured, our dedicated team is here to assist you around the clock, every day of the year. Whether you’re based in the USA or India, we’re ready to provide prompt responses to your technical queries.

Windows Event Log for VoIPTools Applications and Services #

For troubleshooting any application errors, our Windows Event Log contains a comprehensive list of error messages, warnings, and informative notes related to all our VoIPTools applications and services. It’s a valuable resource to help you pinpoint and resolve any issues you may encounter.

Join Our Forum Community #

Are you looking to collaborate with other VoIPTools customers facing similar challenges? Our forum is the perfect platform to exchange ideas, solutions, and best practices. Join the conversation at: https://www.voiptools.com/community/

Real-Time Live Chat Assistance #

Got questions that need immediate answers? Our chat support team is available to assist you in real time. Just click on the Live Chat button located at the lower right corner of our website, and we’ll acknowledge your queries right away.

Efficient Email Support #

To ensure a thorough understanding of your concerns, email us at support@voiptools.com. Describe your issue in detail, and we’ll get back to you within one business day with the support you need.

Reach Us by Phone #

If you prefer to speak with a representative directly, you can reach us at +1 801-642-4655. Our attentive team is available to take your calls from 8:00 AM to 6:00 PM (Central Standard Time).

Comprehensive support services: #

Free Support #

If you’ve purchased our products through a VoIPTools Partner, rest assured that they provide first-level support at no additional cost. Partners have access to 100% free technical assistance and actively participate in the troubleshooting process.

VoIPTools customers enjoy access to our online manuals and receive support through emails (with responses within one business day) and live chat. However, please note that we do not provide remote server login assistance.

Paid Support #

For a more hands-on experience, consider our “Installation Support” package. Our expert support team can log in to your servers, and install and configure all our tools. This comprehensive service includes setting up SQL Server Express and Internet Information Server if necessary. We’ll work closely with you to tailor our applications to meet your requirements.

We’re committed to providing top-notch support to ensure your VoIPTools experience is smooth and hassle-free. Contact us today, and let us assist you in making the most of our powerful tools!

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Updated on October 15, 2024
3CX Barge MessagesCall Router V18

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Table of Contents
  • Introduction
  • Features of 3CX Caller ID
  • Prerequisites
  • Installation overview
  • Step By Step Installation Procedure
    • Step 1: Download 3CX Caller ID
    • Step 2:  Install Prerequisites
    • Step 3: Start the installation process
    • Step 4: Test Relay Settings
    • Step 5: Configure the database
    • Step 6: Installing 3CX Caller ID
    • Step 7: Register your Software
  • Web Portal
    • User Privileges
      • Manager privileges
      • Agent privileges
    • Caller IDs Screen
      • Update Existing Outbound Caller ID for Logged-in User’s Extension
      • Manually Update Outbound Caller ID for Logged-in User’s Extension
      • Revert Back To Agent Default Caller ID
    • Numbers Screen
      • Add a Franchise
      • Delete Existing Franchise
    • Agents Screen
      • Edit Caller ID
      • Add/Remove Agent
    • Settings Screen
      • Caller Settings
        • Configure the Caller Settings
        •  Hide Manual Number
        • Set Group Tab Permissions
      • Site Settings
      • Customize Application Title Header – Gradient Color
      • Customize Grid Color
      • Customize Logo
      • Customize ‘Header Title Prefix’ Text
  • How To Setup 3CX Console Management For Calls In Caller ID?
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