Set the number shown when a customer calls

How to Configure Caller ID for Customer Calls via Paytia

Recognise Customer Calls Easily

When a customer calls your business via Paytia — whether they have dialed your secure payment number or have been routed through Paytia from your existing telephone system — you can configure how the call appears on your phone. The options are:

1. Display the Paytia secure payment number.
2. Display the customer's phone number.

By default, Paytia will display your secure payment number for such calls. However, you can easily change this setting by following these steps:

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Steps to Configure Caller ID

1. Log in to the Paytia Merchant Portal:

   • Navigate to Paytia's portal.
   • Log in using your administrator credentials.

2. Access the Telephony Configuration:

   • On the left-hand menu, select Configure Telephony.
   • Click on Default Call Presentation.
     

3. Select Caller ID Preference:

   • Locate the section labeled "Call presentation — what you see on your phone when a customer calls you."
   • Use the dropdown menu to choose your preferred Caller ID option:
     • My Paytia Number: Displays your secure payment number.
     • Caller's Telephone Number: Displays the phone number of the customer calling.
       
       

4. Save Changes:

   • After selecting your preferred Caller ID option, scroll down and click the Save Settings button.

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Key Benefits

• Enhanced Recognition: Quickly identify whether a call is from a Paytia-secured customer or routed via your business system.
• Customizable Preferences: Tailor the Caller ID to your business workflow for better call management.

By ensuring the correct Caller ID setting, you can improve operational efficiency and streamline customer interactions.