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Caller Recognition
Strata CS recognizes contacts when they call by their Caller ID
numbers (or PIN numbers – see below). Each contact has a list of
phone numbers that Strata CS uses to identify that contact.
³
To view the list double-click the contact in the Contacts view
and click the Caller Identification tab.
Adding a Phone Number for Contact
Recognition
Use either of the following methods to add a phone number to a
contact's Caller Identification tab:
³
Enter the phone number as one of the contact's phone
numbers and check "Use phone number as caller
identification for this contact."
...or
1. When the contact calls, associate the Caller ID number of the
call with the contact.
2. Select either the active call in the Call Monitor, the record of
the call in the Call Log, or the voice message from a Voice
Mail folder.
3. Choose Actions > Associate.
4. In the Associate dialog box, select the contact. Select whether
to use the Caller ID name or number for contact recognition.
5. Click OK.
Strata CS will then recognize the contact on subsequent calls from
that phone number.
Contact PINs
Contact PINs enable Strata CS to recognize contacts when they call
from any phone, even a phone without Caller ID. A contact PIN is a
unique number that you give to the contact to add to your extension.
For example, if your extension is 115, and you assign Tom Smith a
contact PIN of 77, you would tell Tom Smith that your extension is
11577. When a call arrives for extension 11577, Strata CS knows it
is Tom Smith calling for you.
³ To assign a contact PIN to a contact
1. Right-click the contact.
2. Select Open.
3. Click the Caller Identification tab and enter the PIN number.
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Strata CS Quick Reference Guide 04/04
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