How do I set custom Caller-ID information?

If you wish to manipulate the Caller-ID information presented by your telephone carrier, PBXtra allows you to change the Caller-ID completely or simply append something to the beginning or end.

For example - if a caller chooses your Sales queue from the main menu, you may want to change the Caller-ID to say "Sales - CALLERID" so that your employees know the call is sales-oriented before answering the phone.

1. Click AutoAnswer --> edit call menu (or sub-menu)
2. Typically you will change Caller-ID as the first step in your sub-menu.  Choose After step: 0 in order to insert the Caller-ID sequence as Step #1
3. Choose Set incoming Caller-ID name from the "add new step:" drop-down
4. Click "Apply All Changes"
5. The Admin Panel refreshes and your new call sequence appears in the list.  In the text box, type whatever Caller-ID information you want to appear on your phones' LCD display. 

HINT: Hold your mouse over the blue ? mark superscripted at the end of the text box for a list of variables you can use for Caller-ID