How to configure Caller ID

Caller ID allows the person being called to see the number and/or the name of the person calling them, when they have the correct equipment to receive the Caller ID information. Also, it is important to keep in mind that ultimately it is the carrier who is in control of the Caller ID name and number, see Carrier considerations.

Outgoing Caller ID

Outgoing Caller ID refers to the name and/or number that is sent to the carrier on each outgoing call, there are several ways to control both name and number in Wildix.

Caller ID can be set in multiple places and each of these places have a precedence in terms of which is used. In short, one setting can be overridden by another setting. The order of precedence is:

1. Trunk
2. Dialplan
3. User (Office/Full Name)

So, if there is a Caller ID setting on the trunk level it will be used regardless of what is set at the other levels. Similarly, if there is a setting at the user level (office/full name parameters), it can be overridden by a setting at the Dialplan or trunk levels.  

So, be sure that you don’t override the user setting somewhere else in the configuration unless you do in fact intend to do this.  An example use case may be as follows:

For calls coming from a user John Doe (201), we may want to “normally” send Caller ID of John Doe 6145550201. However, if John dials 911, we want to override this Caller ID and send a different Caller ID (e.g. ABC Corp 6145551200). This is a typical use case so that the Caller ID number is set to a number that is registered with 911 to the correct location. And, it’s a typical use case of when you would override Caller ID information in one setting with the Caller ID from another setting as part of the overall design.

Method 1 - Basic Caller ID configuration (User)

The easiest way to configure both Caller ID name and number is setting “Full Name” and “Office Number” in the user configuration:

In this Case the Caller ID name “Julio Ramirez” and Caller ID number “+16145025075” will be sent to the trunk, this is a “per user configuration” and can be overridden by the trunk configuration or Dialplan configuration.  Please see Method 2 Caller ID at trunk level, Method 4 - Caller ID at trunk level - Advanced, and Method 3 - Configure the Caller ID in the Dialplan.

Method 2 - Caller ID at trunk level

Caller ID (number only) can be set at a trunk level, this is done in Trunk Settings in “From user” field:

Doing it this way will override any user-level Caller ID number and even any Dialplan configuration related to Caller ID, Method 3 - Configure the Caller ID in the Dialplan, this can be useful if you are interested in only using one number regardless of who made the calls or if you only have 1 DID assigned by your carrier and want to guarantee you use the correct one no matter what the user configuration is.

Method 3 - Configure the Caller ID in the Dialplan 

Go to Dialplan Rules; edit the outgoing Dialplan associated to the users, most probably “users” Dialplan, and use the  Set “Caller number on trunk” application with the desired Caller ID number.

You may also modify the Caller ID name in the Dialplan using  the Set “Caller name” application:

The last configuration can be useful if you want to avoid sending “Personal names” over the trunk, all of the calls that hit this Dialplan will use the specified Name when calling over the trunk. In this example, J Ramirez.

Both Set “Caller number on trunk” and “Caller name” applications can be used right after each other if desired. 

Remember that this setting overrides the user settings but is overridden by trunk settings (From user).

Also, keep in mind that once the call is sent over the trunk it is the carrier who is in control of Caller ID name and number, please see Carrier considerations.

Method 4 - Caller ID at trunk level - Advanced

There may be the case in which the carriers request specific configurations for handling Caller ID. One of the most recurrent (if not the only) is when the trunk needs to be related to a specific “User” (completely different than your DIDs). In this case the carrier probably will expect the specific user name in the “from” field (where the Caller ID usually goes). In such cases the carrier needs to specify where the Caller ID should be set, it can be one of the following fields:

• P-Asserted-Identity
• P-Preferred-Identity
• Remote-Party-ID

In any case the chosen field needs to be set in Trunk configuration under Advanced settings in the option “CID Header”:

As you can see in the previous image, besides specifying which field to use to send Caller ID (P-Asserted-Identity in this example), you also need to specify the “Cid Body”. This is the value that will be sent in the the field chosen on “Cid Header”. Most of the time the suggested value for “Cid Body” will work as is and as it shown above. If for some reason you need to modify this value, here is an explanation of the default value:

"${name}" <sip:${num}@${sipdomain}>

• ${name}: variable that will contain either the calling user full name Method 1 - Basic Caller ID configuration (User), or the value set in “Caller name” application  if used, Method 3 - Configure the Caller ID in the Dialplan.
• ${num}: variable that will contain either the calling user office number, Method 1 - Basic Caller ID configuration (User), or the value set in “Caller number on trunk” if used, see Method 3 - Configure the Caller ID in the Dialplan.
• ${sipdomain}: variable that will contain the carrier’s sip domain or IP address configured on the trunk.

 You can replace any of these variables, only if strictly needed.  Just remember to preserve the whole structure. Examples:

"NAME HERE" <sip:1234567890@domain.com>

 "ANOTHER NAME HERE" <sip:0987654321@20.30.40.50>

Or some combination of hard coded values and variable values such as:

"${name}" <sip:0987654321@20.30.40.50>

Incoming Caller ID

Incoming Caller ID, name and number received on each incoming call, can also be manipulated if needed. Please keep in mind that incoming Caller ID name and number also depend on the carrier, please see Carrier considerations.

To manipulate incoming Caller ID you will be doing it in the Dialplan using Set applications as shown on Method 3 - Configure the Caller ID in the Dialplan.

In your incoming Dialplan (main by default), you can use Set “Caller name” to manipulate the incoming Caller ID name:

In the Dialplan example above, the Caller ID name will always be “New name” regardless of what the carrier sent. A variable is also available to manipulate so instead of completely overriding the Caller ID name you can for instance prefix/suffix it:

In the previous example the prefix “PFX” will be prefixed onto whatever name (variable ${name}) the carrier sends for the call. Example: if the carrier sends John Doe, the Caller ID name that will show up will be “PFX John Doe”.

Caller ID number can also be manipulated (if needed), for instance, if you don't want your users (receiving inbound calls) to know the real number a call comes from you can easily achieve it using the Set “Caller number” application:

In this case the user(s) receiving the call will always see 1234567890 as the calling number regardless of what the carrier sends.

Both Set “Caller name” and “Caller number” can be used right after each other if needed.

Knowing the right variables you can further manipulate the Caller ID name/number, for instance. Sometimes besides knowing the source number of the call (incoming Caller ID number) your users also need to know what number was dialed to reach your Wildix system (your DID).  Here is an easy way to achieve this: