---
title: Caller ID V20
description: "# 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…"
url: "https://voiptools.com/docs/caller-id-v20/"
updated: "2026-09-02"
category: "Tools - V20"
---

# Caller ID V20

# 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

| ![](https://voiptools.com/wp-content/uploads/2023/01/revert-automatically.png) | **REVERT AUTOMATICALLY** | Effortlessly 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. |
| --- | --- | --- |
| ![](https://voiptools.com/wp-content/uploads/2023/01/organize-1.png) | **ORGANIZE** | Effortlessly organize your Direct Inward Dialing (DID) numbers based on customer names or geographical regions, giving you complete control over the numbers your agents see. |
| ![](https://voiptools.com/wp-content/uploads/2023/01/web-based-application-2-2.png) | **WEB APP** | Experience the convenience of installing and accessing our versatile web application effortlessly. Enjoy the freedom to connect from any location using your preferred device. |
| ![](https://voiptools.com/wp-content/uploads/2023/01/appear-local-2.png) | **APPEAR LOCAL** | Increase 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 the 3CX Caller ID, you need to ensure that your computer meets the minimum requirements mentioned below:**

| **PREREQUISITE** | **PURPOSE** |
| --- | --- |
| **3CX Version V20** | 3CX ****Caller ID**** is designed to work seamlessly with this version for enhanced features and performance. |
| **Windows 10 or above / Windows Server 2012 or above** | These operating systems provide the necessary environment for the application to run efficiently. |
| **[IIS Features and Configuration – VoIPTools](https://voiptools.com/docs/iis-features-and-configuration/)** | IIS is needed as a web server to host and manage web-based applications and services. |
| **.NET Framework 4.7.2 (Web Installer)** | This framework provides essential components for running and developing applications. |
| **VoIPTools Universal Updater** | This component is necessary for updates, ensuring the application remains current and functional. |
| **VoIPTools Relay Service** | It is used for proper integration and functionality of the 3CX ****Caller ID**** within the 3CX environment. |
| **Microsoft SQL Server 2016 or above (Including the free SQL Express edition)** | 3CX requires Microsoft SQL Server 2016 or later for database management. |
| **Static IP for VoIPTools and 3CX servers** | This is 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. |
| **Port number 7450 opened on your device** | Port 7450 is a specific network port used by 3CX for communication purposes. Opening this port on the device’s firewall allows incoming and outgoing traffic to pass through, enabling the 3CX software to send and receive data over the network effectively. |

# Installation overview

| ![](https://voiptools.com/wp-content/uploads/2023/01/1-2.png) | **DOWNLOAD SOFTWARE** | You can order the 3CX Caller ID online at [https://www.voiptools.com](https://voiptools.com/downloads/).  Your order confirmation email will include your license key and a link to download the software. |
| --- | --- | --- |
| ![](https://voiptools.com/wp-content/uploads/2023/01/2.png) | **INSTALL PREREQUISITES** | You must install several prerequisites before installing the 3CX Caller ID. The Advanced Installer identifies and installs these applications automatically. Click **[here](https://voiptools.com/docs/power-dialer-v20/#4-toc-title)**to learn about the required prerequisites. |
| ![](https://voiptools.com/wp-content/uploads/2023/01/3.png) | **INSTALL 3CX CALLER ID** | This User Guide contains step-by-step instructions to successfully install the 3CX Caller ID. Begin by extracting the installer from the downloaded zip file (Step 1 above), then run the setup program named **CallerID.exe** |
| ![](https://voiptools.com/wp-content/uploads/2023/01/4.png) | ****LOGIN TO THE WEB APPLICATION**** | You can now log in to your software using the Extension and PIN. |

## **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**.

1. Click the downloaded installer executable to launch the **Prerequisites Setup Wizard** and click **Next.**

![](https://voiptools.com/wp-content/uploads/2024/12/1.-prereq-setup-wizard.png)
Figure 1: Prerequisite Setup Wizard

1. In the **Prerequisites** window, the installer will identify the missing prerequisites. You must install all the required prerequisites. However, you can select/unselect the applications to be installed based on your unique requirements and click **Next** to continue.

[![](https://voiptools.com/wp-content/uploads/2024/12/2.-select-prereq.png)](https://voiptools.com/wp-content/uploads/2024/12/2.-select-prereq.png)
***Figure 2:*** Prerequisites Selection Window

The installer will download and install the selected applications.

[![](https://voiptools.com/wp-content/uploads/2024/12/3.-prereq-installation-in-progress.png)](https://voiptools.com/wp-content/uploads/2024/12/3.-prereq-installation-in-progress.png)
******Figure****** ***5: Installation on 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.

![](https://voiptools.com/wp-content/uploads/2024/11/screenshot-CW-V20-SQL-license.png)
***Figure 4: 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.

![](https://voiptools.com/wp-content/uploads/2024/11/screenshot-CW-V20-server-express-target-location.png)
***Figure 5: SQL Server Express: Target Location***

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

![](https://voiptools.com/wp-content/uploads/2024/11/screenshot-CW-V20-server-installation-in-progress.png)
Figure 6: SQL Server Installation In Progress

1. Click the **Close**button once the prerequisites are installed.

![](https://voiptools.com/wp-content/uploads/2024/11/screenshot-CW-V20-server-express-installated-successfully.png)
***Figure 7: SQL Server Express: Installed Successfully***

1. In the **Confirmation Message**box, click **OK**to reboot the computer.

[![](https://voiptools.com/wp-content/uploads/2023/01/8.png)](https://voiptools.com/wp-content/uploads/2023/01/8.png)
******Figure****** ***10: Reboot confirmation message box***

## Step 3: Start the installation process

1. After all the prerequisites are installed, click Next in the **3CX ****Caller ID**** Setup Wizard** Continue.

[![](https://voiptools.com/wp-content/uploads/2024/12/4.-setup-wizard.png)](https://voiptools.com/wp-content/uploads/2024/12/4.-setup-wizard.png)
***Figure 9: Caller****ID** Back** setup wizard***

1. On the **Select Installation Folder** window, in the **Folder** field view the location where the 3CX ****Caller ID**** gets installed.
2. Click **Next** to continue with the installation.

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE:**
>
>
>
> You cannot change the path.

[![](https://voiptools.com/wp-content/uploads/2024/12/5.-installation-folder.png)](https://voiptools.com/wp-content/uploads/2024/12/5.-installation-folder.png)
***Figure 10: ****Caller ID**** select the installation folder***

## 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*880*1 in the **Relay Port** field.
3. Enter the *public key*you took from **VoIPTools Relay services**in the **Public Key**text area.

[![](https://voiptools.com/wp-content/uploads/2024/12/6.-test-relay.png)](https://voiptools.com/wp-content/uploads/2024/12/6.-test-relay.png)
***Figure 11:*** Test Relay Settings

1. Click the **Test Relay Settings**to confirm 3CX ****Caller ID**** can communicate with the Relay services running on the 3CX server.
2. If the 3CX ****Caller ID**** successfully communicates 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.

[![](https://voiptools.com/wp-content/uploads/2024/12/7.-test-relay-settings-1.png)](https://voiptools.com/wp-content/uploads/2024/12/7.-test-relay-settings-1.png)
***Figure 12:*** Relay Test Successful Message

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE:**
>
>
>
> - You must set the Relay Port to 8801.
> - *If the Relay test fails, you cannot continue the installation until you establish communication with the Relay.* Confirm the following 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 FQDN for the 3CX server.
>   - Confirm that the 3CX ****Caller ID**** and Relay use the same port and protocol.

## Step 5: Configure the database

When configuring the 3CX****Caller ID****, select an existing Microsoft SQL Server instance in your environment.  The database server can be a **[remote SQL Server](https://voiptools.com/docs/configure-sql-server-for-remote-access-over-internet/)**, or a local instance running on the VoIPTools server.

You can set up the SQL database using SQL Authentication or Windows Integrated Authentication.

### SQL Authentication

1. Enter *your server name* in the **Server** field.
   -  If using the free ***SQL Express Edition***, the default SQL Instance name is ***SQLExpress***.

[![](https://voiptools.com/wp-content/uploads/2024/12/8.-database-settings-1.-server-dropdown.png)](https://voiptools.com/wp-content/uploads/2024/12/8.-database-settings-1.-server-dropdown.png)
***Figure 13:*** Server Field

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE:**
>
>
>
> - If you want to use ‘SQL Authentication’, then install SQL Server in ‘Mixed‘ mode.
> - If SQL Server is installed on a server other than the server where 3CX Exporter is installed, you will need to configure SQL Server to allow remote connections.

1. Enter *your credentials* in the**Username** and**Password** fields.

[![](https://voiptools.com/wp-content/uploads/2024/12/8.-database-settings-2.-credentials.png)](https://voiptools.com/wp-content/uploads/2024/12/8.-database-settings-2.-credentials.png)
***Figure 14:*** Database Credentials

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE:**
>
>
>
> Make sure that you select a SQL Login that has sufficient permissions to alter the database and create SQL objects.

1. Select or enter the *3CX*****Caller ID**** in the **Database** dropdown.

[![](https://voiptools.com/wp-content/uploads/2024/12/8.-database-settings-3.-database-dropdown.png)](https://voiptools.com/wp-content/uploads/2024/12/8.-database-settings-3.-database-dropdown.png)
***Figure 15:*** Database Dropdown

1. In the **Test SQL Connections** section, click the **Tool**button to test the connection and click **OK**in the **Test Results**popup box.

[![](https://voiptools.com/wp-content/uploads/2024/12/9.-database-connection-success.png)](https://voiptools.com/wp-content/uploads/2024/12/9.-database-connection-success.png)
***Figure 16:*** Database Connection Success Message Box

### Windows Integrated Authentication

1. To use **Windows Integrated Authentication** check the **Trusted Connection (Windows integrated authentication)** checkbox.
   -  The VoIPTools installer will create a local Windows user name as “VoIPToys” and give you sufficient rights to this user to create/update the SQL database.

![](https://voiptools.com/wp-content/uploads/2024/12/10.-trusted-connection.png)
Figure 17: Trusted Connection Checkbox

1. In the **Test SQL Connection** section, click the **Tool**button to test the connection.
2. Click the **Next**button which gets enabled when the database connection is successful.

![](https://voiptools.com/wp-content/uploads/2024/12/11.-trusted-connection-1.png)
Figure 18: Trusted Connection – Test Successful

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **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”.

## Step 6: Installing 3CX ****Caller ID****

1. In the **Ready to Install **window, click **Install** to start the installation of the 3CX ****Caller ID****.

[![](https://voiptools.com/wp-content/uploads/2024/12/12.-ready-to-install.png)](https://voiptools.com/wp-content/uploads/2024/12/12.-ready-to-install.png)
***Figure 19:*** Ready To Install Window

The application installation progresses.

[![](https://voiptools.com/wp-content/uploads/2024/12/13.-installation-in-progress.png)](https://voiptools.com/wp-content/uploads/2024/12/13.-installation-in-progress.png)
***Figure 20:*** Installation In Progress

1. Once the installation is complete, click **Finish** to complete the installation process.

[![](https://voiptools.com/wp-content/uploads/2024/12/14.-finish-button.png)](https://voiptools.com/wp-content/uploads/2024/12/14.-finish-button.png)
***Figure 21:*** Finish Button

## Step 7: Login to the Web Application:

**Before you Start:** Make sure you have **registered with the VoIPTools Relay** which grants access to the application.

Follow the procedure to register your software,

1. Click the** 3CX Caller ID Desktop Icon** ![](https://voiptools.com/wp-content/uploads/2024/12/caller-id-loog.png) to open the web application.
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

![](https://voiptools.com/wp-content/uploads/2024/12/login.png)
Figure: Login Page

### Manager Rights

As a manager, you have access to all menu items.

![](https://voiptools.com/wp-content/uploads/2024/12/1.-manager.png)
Figure: Manager Rights

### Agent Rights

As an agent, you have access to **Caller ID**and **About**menu only.

![](https://voiptools.com/wp-content/uploads/2024/12/2.-agents.png)
Figure: Agents View

# Getting Started with 3CX Caller ID

This section provides a comprehensive overview of the web application, detailing its main features, layout, and functionality. It includes a description of each available menu item, helping you navigate the application efficiently and understand the tools and options at your disposal.

## Overview of the Web Application Interface

![](https://voiptools.com/wp-content/uploads/2024/12/1.-overview-1024x349.png)
Figure: Overview of the Web Application

| ![](https://voiptools.com/wp-content/uploads/2024/09/number-one.png) | **Left Side Panel** | It consists of all the menu items of the web application. |
| --- | --- | --- |
| ![](https://voiptools.com/wp-content/uploads/2024/09/number-two.png) | **Left Side Panel View Options** | You can either expand or minimize the menu items. |
| ![](https://voiptools.com/wp-content/uploads/2024/09/number-three.png) | **Web Application Logo** | This is the default logo. You can customize the logo in the Settings menu. |
| ![](https://voiptools.com/wp-content/uploads/2024/09/number-four.png) | **Web Application Title** | This is the default title. You can customize the title in the Settings menu |
| ![](https://voiptools.com/wp-content/uploads/2024/09/number-five.png) | **User Details** | You can view the details of the user. It includes the extension number and the username. |
| ![](https://voiptools.com/wp-content/uploads/2024/09/number-six.png) | **Logout Icon** | Click the logout icon to log out from the web application. |
| ![](https://voiptools.com/wp-content/uploads/2024/09/number-seven.png) | ****Support Resources Icon**** | Click the Support Resources icon to open the Support Resources popup. |

### Left Side Panel – View Options

The Left Side Panel consists of all the menus of the web application. You can minimize the Left Side Panel to enlarge your main content.

[![](https://voiptools.com/wp-content/uploads/2024/12/3.-left-side-panel-compact.png)](https://voiptools.com/docs/caller-id-v20/3-left-side-panel-compact/)
Figure: Left Side Panel – Compact View

![](https://voiptools.com/wp-content/uploads/2024/12/2.-left-side-panel-expanded-1.png)
Figure: Left Side Panel – Expanded View

## A Brief about Caller ID Menu Items

The **Menu Bar** consists of all the menus of the web application.

The left side panel consists of the following menus,

| ![](https://voiptools.com/wp-content/uploads/2024/12/1.-caller-id-logo.png) | **Caller ID** **menu** | The Caller ID menu lets you update, assign, or revert outbound caller IDs, ensuring accurate communication for your extensions. |
| --- | --- | --- |
| ![](https://voiptools.com/wp-content/uploads/2024/12/2.-numbers-logo.png) | **Numbers menu** | The Numbers menu lets you manage franchise numbers, enabling you to add or delete them within specific extension groups efficiently. |
| ![](https://voiptools.com/wp-content/uploads/2024/12/3.-agents-logo.png) | **Agents menu** | The Agents menu lets you manage agent caller IDs and 3CX integration, ensuring accurate updates and efficient communication management. |
| ![](https://voiptools.com/wp-content/uploads/2024/12/4.-settings-menu-logo.png) | **Settings menu** | The Settings menu lets you manage caller IDs, permissions, and personalize the application’s appearance for efficient and branded functionality. |

# Settings Menu

The purpose of the Settings menu is to provide you with centralized access to manage and customize key application features. You can configure caller ID options, manage group permissions, and personalize the application’s appearance, including logos, colors, and titles, ensuring efficient functionality and alignment with your organization’s branding and operational needs.

| **Settings Name** | **Purpose** |
| --- | --- |
| **Caller Settings** | Caller Settings allow you to customize caller IDs, hide manual numbers, and manage group tab permissions for efficient call management. |
| **Custom Branding Settings** | Custom Branding Settings enable you to personalize your web application by customizing logos, colors, and titles to reflect your organization’s branding. |

## Caller Settings

The purpose of Caller Settings is to enable you to manage and customize caller ID configurations and permissions for your organization. You can access this section to set default caller IDs for groups, hide manual number options, and assign tab permissions, ensuring efficient and secure call management tailored to your needs.

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE**:
>
>
>
> You can work with same agents in multiple groups without any need of removing agents from existing groups and adding to required groups.

### Set Default Caller ID for a Group

This section guides you to Set Default Caller ID for a Group.

**Before you Begin:** Make sure you have logged in with **Manager credentials** and have navigated to the **Caller Settings**tab under the **Settings**menu.

1. Select the desired departments from the **Department**dropdown.

![](https://voiptools.com/wp-content/uploads/2024/12/1.-department-dropdown-1024x510.png)
Figure: Extension Group Name Dropdown

1. Select the default caller ID in the **Select Default Caller ID**dropdown.

![](https://voiptools.com/wp-content/uploads/2024/12/2.-default-caller-id-dropdown-1-1024x611.png)
Figure: Select Default Caller ID Dropdown

**Results:** The default caller ID for the selected group is successfully updated and saved

### Hide Manual Numbers in Caller ID Menu

This section guides you to Hide Manual Numbers in Caller ID Menu.

**Before you Begin:** Make sure you have logged in with **Manager credentials** and have navigated to the **Caller Settings**tab under the **Settings**menu.

- In the **Settings**section, select the **Hide Manual Number**box.

![](https://voiptools.com/wp-content/uploads/2024/12/1.-select-box-1024x499.png)
Figure: Hide Manual Number Box

**Results:** The **Manual Numbers**dropdown gets disabled in the **Caller ID**menu.

![](https://voiptools.com/wp-content/uploads/2024/12/2.-output-4-1024x284.png)
Figure: Manual Number Dropdown Hidden in Caller ID Menu

### Set Group Tab Permissions

This section guides you to give access to the Group User tab either to the manager of the system admin.

**Before you Begin:** Make sure you have logged in with **Manager credentials** and have navigated to the **Caller Settings**tab under the **Settings**menu.

- In the **User Role 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.

![](https://voiptools.com/wp-content/uploads/2024/12/group-tab-permission-manager-1024x613.png)
Figure: Group Tab Permissions – Manager

![](https://voiptools.com/wp-content/uploads/2024/12/group-tab-permission-sys-admin-1024x613.png)
Figure: Group Tab Permission – System Admin/Owner

### Custom Branding Settings

The **Custom Branding Settings** lets you customize the visual appearance of your application to align with your organization’s branding. You can specify a header title, upload a custom logo, and configure header gradient and grid background colors using intuitive tools. These options allow you to create a professional and cohesive design.

#### Customize Header Colour

This section guides you to change the header gradient top and bottom colors.

**Before you Begin:** make sure you have logged into the application with the**manager rights**and navigated to the **Customer Branding Settings**tab, in the **Settings menu.**

1. In the **Header Gradient Color **section, select the **Top Color** from the palette
2. Select the **Bottom Color **from the palette.
3. Click the **Apply **![](https://voiptools.com/wp-content/uploads/2023/03/save.jpg) button to save your changes.

![](https://voiptools.com/wp-content/uploads/2024/12/1.-color-picker-1024x522.png)
Figure: Header Gradient Color – Color Picker

**Results**: You have customized the header gradient color of the application.

![](https://voiptools.com/wp-content/uploads/2024/12/2.-output-5-1024x361.png)
Figure: Custom Branding – Header Gradient Color Output

#### Customize Grid Colour

This section guides you to change the grid color of the web application.

**Before you Begin:** make sure you have logged into the application with the**manager rights**and navigated to the **Customer Branding Settings**tab, in the **Settings menu.**

1. Select the grid color from the **Grid Color** palette.
2. Click the **Apply **![](https://voiptools.com/wp-content/uploads/2023/03/save.jpg) button to save your changes.

![](https://voiptools.com/wp-content/uploads/2024/12/1.-color-picker-1-1024x508.png)
Figure: Grid Color – Color Picker

**Results:** You have customized the grid color of the application.

![](https://voiptools.com/wp-content/uploads/2024/12/2.-output-6-1024x351.png)
Figure: Custom Branding – Grid Color

#### Customize Website Logo

This section guides you to upload or update custom logo to the web application.

**Before you Begin:** make sure you have logged into the application with the**manager rights**and navigated to the **Customer Branding Settings**tab, in the **Settings menu.**

1. Click the **Browse **button and browse the desired logo in your device.

![](https://voiptools.com/wp-content/uploads/2024/12/1.-browse-button-1-1024x563.png)
Figure: Upload File Button

1. Select the uploaded logo in the **Custom Logo** dropdown.
2. Click **Apply **![](https://voiptools.com/wp-content/uploads/2023/03/save.jpg) to save your changes.

![](https://voiptools.com/wp-content/uploads/2024/12/2.-logo-dropdown-1024x563.png)
Figure: Select Logo Dropdown

**Results**: Your logo gets updated to the website.

![](https://voiptools.com/wp-content/uploads/2024/12/3.-output-4-1024x338.png)
Figure: Custom Branding – Custom Logo Output

#### Customize Header Title Prefix

This section guides you to change the prefix of the title header.

**Before you Begin:** make sure you have logged into the application with the**manager rights**and navigated to the **Customer Branding Settings**tab, in the **Settings menu.**

1. Enter the *title prefix* in the **Header Title **field.
2. Click the **Apply **![](https://voiptools.com/wp-content/uploads/2023/03/save.jpg) button to save your changes.

![](https://voiptools.com/wp-content/uploads/2024/12/1.-header-title-field-1-1024x552.png)
Figure: Header Title Field

**Results:** You have changed the prefix of the title header.

![](https://voiptools.com/wp-content/uploads/2024/12/2.-output-7-1024x331.png)
Figure: Custom Branding – Header Title Prefix

# Numbers Menu

The purpose of the Numbers menu is to help you manage franchise numbers efficiently. You can use this section to add or delete franchise numbers, associating them with specific departments. This functionality ensures organized and streamlined management of franchise caller ID details within your organization’s communication system.

## Add a Franchise Number

This section guides you to add a franchise number.

**Before you Begin:** Make sure you have logged in with **Manager credentials** and have navigated to the **Numbers**menu in the left side panel.

1. Select the department from the **Department**dropdown.

![](https://voiptools.com/wp-content/uploads/2024/12/1.-department-dropdown-1-1024x445.png)
Figure: Extension Group Name Dropdown

1. Click the **Add**![](https://voiptools.com/wp-content/uploads/2023/03/plus-icon-blue.png) icon.

![](https://voiptools.com/wp-content/uploads/2024/12/2.-add-icon-1024x414.png)
Figure: Add Icon

1. In the **Caller ID**field, enter*the ‘Caller ID Number’ for the new franchise.*
2. In the **Name **field, enter *the name of the new franchise.*

![](https://voiptools.com/wp-content/uploads/2024/12/3.-details-1-1024x303.png)
Figure: Franchise Details

**Results:** You get a **Success**popup, and the franchise details get added to the desired extension group.

## Delete a Franchise

This section guides you to delete a franchise number.

**Before you Begin:** Make sure you have logged in with **Manager credentials** and have navigated to the **Numbers**menu in the left side panel.

1. Click the **Delete **![](https://voiptools.com/wp-content/uploads/2023/01/delete-note-red.png) icon beside the franchise you want to delete.

[![](https://voiptools.com/wp-content/uploads/2024/12/1.-delete-icon-1-1024x680.png)](https://voiptools.com/docs/caller-id-v20/1-delete-icon-2/)
Figure: Delete Franchise – Delete Icon

1. Click **OK** on the confirmation message box.

![](https://voiptools.com/wp-content/uploads/2024/12/2.-delete-confirmation-1-1024x624.png)
Figure: Delete Franchise – Delete Confirmation Popup

**Results:** The franchise gets deleted from the selected extension group.

# Agents Menu

The purpose of the Agents menu is to allow you to manage agent configurations effectively. You can edit agent caller IDs and add or remove agents from 3CX, ensuring seamless updates and organization within your system. This functionality helps maintain accurate and efficient communication management across your organization.

## Edit Caller ID of an Agent

This section guides you to Edit Caller ID of an Agent

**Before you Begin:** Make sure you have logged in with **Manager credentials** and have navigated to the **Agents**menu.

1. Select the extension group from the **Extension Group Name**dropdown.

![](https://voiptools.com/wp-content/uploads/2024/12/1.-department-dropdown-3-1024x459.png)
Figure: Agents Menu – Extension Group Name Dropdown

1. Click the **Caller ID** field of the desired agent to enter *the latest ID*.

![](https://voiptools.com/wp-content/uploads/2024/12/2.-caller-id-field-1-1024x502.png)
Figure: Caller ID Field

**Results:** The caller ID of the selected extension gets updated.

## Add or Remove Agents from 3CX

This section guides you to Add or Remove Agents from 3CX.

**Before you Begin:** Make sure you have logged in with **Manager credentials** and have navigated to the **Agents**menu.

- Select the **Add/Remove Agents From 3CX**box.

![](https://voiptools.com/wp-content/uploads/2024/12/add-or-remove-agents-from-3CX-1024x419.png)
Figure: Add/Remove Agents From 3CX Box

**Results:** The Agents menu displays list of all the agents from 3CX.

# Caller ID Menu

The Caller ID menu lets you manage and update outbound caller ID settings for your extensions. It allows you to update existing caller IDs, manually assign new IDs, or revert to default IDs for agents, ensuring accurate and professional communication across franchises.

## Update Existing Outbound Caller ID

This section guides you to update existing outbound caller ID for logged-in user’s extension.

**Before you Begin:** Make sure you have logged in with **Manager Credentials**and have navigated to the**Caller IDs menu**on the left side panel.

- Select *the desired franchise*from the **Numbers**dropdown for which you want to update the outbound caller ID.
  - Click the link to learn to [**add a new franchise.**](#franchise-number)

![](https://voiptools.com/wp-content/uploads/2024/12/1.-numbers-dropdown-3-1024x367.png)
Figure: Update Existing Outbound Caller ID – Numbers Dropdown

**Results:** The outbound caller ID for the desired franchise gets updated.

![](https://voiptools.com/wp-content/uploads/2024/12/2.-success-popup-1024x362.png)
Figure: Update Existing Outbound Caller ID – Success Note

## Manually Update Outbound Caller ID

This section guides you manually update outbound caller ID for logged-in user’s extensions.

**Before you Begin:** Make sure you have logged in with **Manager Credentials**and have navigated to the**Caller IDs menu**on the left side panel.

1. Select *the desired franchise*from the **Numbers**dropdown for which you want to manually update the outbound caller ID.
   - Click the link to learn to [**add a new franchise.**](https://voiptools.com/wp-admin/post.php?post=77368&action=edit#franchise-number)

![](https://voiptools.com/wp-content/uploads/2024/12/1.-numbers-dropdown-4-1024x367.png)
Figure: Manually Update Outbound Caller ID – Numbers Dropdown

1. In the **Manual Number**field, enter *the caller ID.*
2. Click the **Update **![](https://voiptools.com/wp-content/uploads/2023/01/right-triangle.png)button

![](https://voiptools.com/wp-content/uploads/2024/12/2.-manual-number-field-1024x271.png)
Figure: Manually Update Outbound Caller ID – Manual Number Field

**Results:** The log-in extensions get updated with the manual caller ID.

![](https://voiptools.com/wp-content/uploads/2024/12/3.-success-popup-1024x357.png)
Figure: Manually Update Outbound Caller ID – Success Note

## Revert Agent’s 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.

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE**:
>
>
>
> Every agent must have a default Caller ID (Agents tab) else Caller ID will not be reverted.

- Click the link to learn to **[edit the caller ID of an agent.](#edit-caller-id)**
- Click the link to learn to **[set default caller ID for a group.](#default-caller-id)**

This section guides you to revert back to agent default caller ID.

**Before you Begin:** Make sure you have logged in with **Manager Credentials**and have navigated to the**Caller IDs menu**on the left side panel and each agent has a default caller ID.

- Select *the desired franchise*from the **Numbers**dropdown for which you want to revert the default caller ID.
  - Click the link to learn to [**add a new franchise.**](https://voiptools.com/wp-admin/post.php?post=77368&action=edit#franchise-number)

![](https://voiptools.com/wp-content/uploads/2024/12/1.-numbers-dropdown-5-1024x367.png)
Figure: Revert Agent’s Default Caller ID – Numbers Dropdown

1. Click the **Revert**![](https://voiptools.com/wp-content/uploads/2023/01/refresh-1.png) icon.

![](https://voiptools.com/wp-content/uploads/2024/12/2.-revert-icon-1024x301.png)
Figure: Revert Icon

**Results:** The application displays the successfully reverted message and the outbound caller id of the extension.

![](https://voiptools.com/wp-content/uploads/2024/12/3.-revert-successful-popup-1024x387.png)
Figure: Revert Agent’s Default Caller ID – Success Note

> ![](https://voiptools.com/wp-content/uploads/2023/01/notes-icon.png) **NOTE**:
>
>
>
> You cannot revert manual number.

### Support Resources Popup

This popup provides you with essential support resources for the 3CX Caller ID. It includes the version number (20.0.2), contact email, live chat link, and phone number. This information ensures you can access technical support and assistance whenever needed.

Click the link to know more about the **[VoIPTools support.](#support)**

![](https://voiptools.com/wp-content/uploads/2024/12/4.-support-resources.png)
Figure: Support Resources Screen

# 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.

![](https://voiptools.com/wp-content/uploads/2023/05/24-hours-support-2.png)

## 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.

![](https://voiptools.com/wp-content/uploads/2023/05/windows-log-event.png)

## 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.

![](https://voiptools.com/wp-content/uploads/2023/05/forums.png)

## 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/**](https://voiptools.com/blog/)

![](https://voiptools.com/wp-content/uploads/2023/05/live-chat.png)

## 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.

![](https://voiptools.com/wp-content/uploads/2023/05/email-support.png)

## 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.

![](https://voiptools.com/wp-content/uploads/2023/05/phone-support.png)

## 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:

![](https://voiptools.com/wp-content/uploads/2023/05/free-support.png)

## 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.

![](https://voiptools.com/wp-content/uploads/2023/05/paid-support.png)

## 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!