Switchvox - How to Show Caller ID On a Call Sent From an IVR on a Switchvox Server?
In order to have Caller ID Display properly on a call sent to external number from an IVR, the call must be sent to an extension and then cascaded out using a call rule. You can create a Virtual Extension for this purpose.
Create A Virtual Extension:
Go to Setup > Create Extension. Follow the steps outlined in the following article:https://sangomakb.atlassian.net/wiki/spaces/Switchvox/pages/435519519
Setup A Call Rule in the extension:
Go to Setup > Manage > Click on door icon to login to the extension you created.
Go to Features > Call Rules > Create Call Rule Set > Name it Cascade Calls
Leave other settings at default.
Save Call Rule Set
Create Action > Call Cascade
Type of call: Select All Calls
Number to forward to: enter the external phone number including a 9 or 1 if required by your Outgoing Call rules.
Number of time to ring previous rule: Select Immediately
Click On Attempt to Preserve Caller ID to set to Yes
Save Action
How to create an IVR Menu to send an Incoming call to the Virtual Extension:
Go to Tools → PBX Features → IVR Editor
Create IVR Menu
Set your name and description for the IVR.
Add Actions
Create IVR Action
Action Type: Play Sound (if you would like to play a greeting, this is optional).
Listen for Options will be the last action in an IVR (leave this default action).
Click on Back to IVR Editor
Add actions
Create IVR Action
Action Type: Dial Extension
Manually enter the extension number for the Virtual Extension that you created.
You can now assign an extension number to the IVR and route Incoming Calls to this IVR. Calls will go the Virtual Extension and Cascade out using the Call Rules. Caller ID will display.
See the following article for assigning an extension and creating an incoming call route for a DID (refer to the section: Assign the Main IVR Extension):
https://sangomakb.atlassian.net/wiki/spaces/Switchvox/pages/395608075