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I am a Virtual Assistant and have clients that forward me their phones to answer. I was told before I signed up with RC that I would be able to have the caller ID show the actual clients name, NOT the name and number of the person calling my clients. I’ve been searching for a way and finally had a chat with Ryan. He informed me they cant do that in the system. This is literally the only reason I went with RC. Now I have to answer the phone calls with just my name, not the actual company because i have no clue what business line it is. HOW does this even happen?!? Sales guy just saying yes to get the sale? I’m so beyond mad right now… 

Hi ​@Blondie1188

I totally understand where your frustration is coming from. I know how important it is for you to identify which client’s line the call is coming from. Just to clarify, since your clients are forwarding their calls to your RingCentral number, the caller ID you see will depend on how the call is being forwarded through their phone system or carrier.

 

If the calls are auto-forwarded, RingCentral will display the original caller’s number, not your client’s business name. This behavior is determined by the forwarding system being used, not something RingCentral can override. Some phone systems have settings to “send the called number as caller ID” when forwarding. If your clients’ systems support that, they can enable it so you’ll see their business line instead.

Unfortunately, if the system forwarding the call doesn’t include that information, there isn’t a way for RingCentral to display your clients’ names automatically.

 

If you'd like, we can help review your setup or share possible workarounds. For example, setting up dedicated numbers or extensions for each client so incoming calls are easier to identify. Would you like me to share those options?


I’ve got an idea…

In the Call Handling under the Auto-attendant, you can use the Advanced Call Handling to make routes for each of your incoming numbers.  (assuming you don’t have hundreds)  From this incoming rule, you would then forward to an extension that is labeled with your Clients business name.

Then, in the call handling in the extension - after one ring, forward to your extension.

This ‘should’ make it so that you see the business name, and it’s only one ring that the client has waited on.

This make sense?

 

 

Incoming call -→  Extension ‘Culvers’ -→ one ring -→ forward to your real extension.

I haven’t tested this - but wanted to reply - I’m normally checking the boards a couple times a week, but work has been quite busy!

 

  • Joe

 

 


ok - just tested it - I think it will work, as once in place, the call that comes up when you get a call will show CID of  ‘Your Name  fwd Clients name’

 

  • Create the mobile extension for the external client (activate it now so you have the psw/etc)  Say it’s extension 8080
  • In the Incoming call rules - set it to 2 rings, and then forward to your normal extension.
  • In the Auto attendant, create a custom rule with the clients caller id for the incoming call, and send it to the 8080 extension.

Give it a test.

Then just create the next client ext 8081? create the auto-attendant rule, etc.

 

Let me know.  😲

 


ok - just tested it - I think it will work, as once in place, the call that comes up when you get a call will show CID of  ‘Your Name  fwd Clients name’

 

  • Create the mobile extension for the external client (activate it now so you have the psw/etc)  Say it’s extension 8080
  • In the Incoming call rules - set it to 2 rings, and then forward to your normal extension.
  • In the Auto attendant, create a custom rule with the clients caller id for the incoming call, and send it to the 8080 extension.

Give it a test.

Then just create the next client ext 8081? create the auto-attendant rule, etc.

 

Let me know.  😲

 

Wow! This is great, ​@Joe Cache!


Thanks Mary,  :)

Only thing left to check is if the incoming call is counted on the mobile call count.   I’ll know tomorrow after the system updates. That would be the only negative bit.

Stand by.

 


It does not apepar that the incoming called affected the mobile count.  So, yeah - something new for the playbook. 


Blondie - let us know if that worked out for you or ?


It does not appear that the incoming called affected the mobile count.  So, yeah - something new for the playbook. 


Blondie - let us know if that worked out for you or ?

Nice one ​@Joe Cache! , And yes, we’d love to hear from you too, ​@Blondie1188. 😊