Caller ID Interface

The Caller ID Interface displays a customer's information from the customer database when a call is received at the store. If a caller is not in the customer database, only the phone number is displayed. Users can add the customer to the database by clicking the Caller ID Line button on the Front End. In order to view incoming calls, the Caller ID Interface must be running in the system tray. The Rochelle Multi-Line Adapter Caller ID unit (serial) can be purchased from the Dealer Portal.

ClosedHow to Configure the Caller ID Comm Port Settings

The Caller ID unit must be installed prior to completing this step of the setup process.

  1. Open the Back Office.
  2. Click the Settings icon.
  3. Click System Settings.
  4. In the System Settings window, click the Settings tab, then click the Hardware Settings tab.
  5. In the Hardware Settings tab, click the Caller ID MLA Comm Port drop down to select the comm port that the unit is connected to.
  6. Click File > Save to apply the new Caller ID settings.
ClosedHow to Access the Caller ID Interface
  1. Open the Back Office.
  2. Click the Interfaces icon.
  3. Under Common click Caller ID.
    Screenshot of the Caller ID Module
ClosedHow to Add a Customer to the Customer Database
  1. When a call is received, click the Caller ID Line button. The Lookup Customer by Phone Number dialog will appear.
  2. In the Lookup Customer by Phone Number dialog, click the Add New Customer button to add the customer to the database.
  3. The user will be prompted to enter the required customer information. Required information can be configured in Button Maintenance for each Caller ID Line button
  4. Once the user has entered the new customer's information, the customer will be added to the sale on the Front End.

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