Caller ID

When you make outbound calls, the phone number that shows on the recipient's phone is your caller ID. By default, dialnote displays the number you're calling from as-is. But what if you want calls from one number to show your main business line instead? That's where custom caller IDs come in.

A caller ID in dialnote is a number you've verified, either one of your own dialnote numbers or an external number you own, so it can be displayed on outbound calls placed from another of your numbers.

Why Use Custom Caller IDs?#

Custom caller IDs let you control how your business appears to customers. Here are some common scenarios:

• One public number: Have outbound calls from several team numbers all display your main business line
• Department branding: Show your sales number on sales calls and your support number on support calls
• Local presence: Display a local number when reaching out to regional customers

Adding a Caller ID#

To add a custom caller ID:

1. Go to Settings → Caller IDs
2. Click Add Caller ID
3. Pick a Number source: One of my numbers or An external number (any number you own and can answer a verification call at, like your office line)
4. Pick the phone number you want to verify from the dropdown. It lists your dialnote numbers that don't already have a caller ID. For an external number, type it in E.164 format, like +14155550142
5. Give it a friendly name like "Main Office" or "Sales Line" (optional, up to 64 characters)
6. Choose a verification method if you're prompted (see below)
7. Click Create Caller ID

You don't choose a provider. dialnote reads it from the number you select, since networks verify numbers differently.

Verification Methods#

You verify each number before it can be used as a caller ID. The process depends on the number's provider:

Phone call: Most numbers verify this way, and it's the only option for an external number. You'll get a call from a verification number. Answer it and enter the 6-digit code shown on your screen using your phone's keypad. dialnote checks the status for you and marks it verified once the code is accepted.

Voice call or SMS: Some numbers let you choose between the two. You'll get a 4–6 digit code through the method you pick, then type it into dialnote to finish.

Status, expiry, and retries#

Each caller ID has one of three statuses: pending (waiting on verification), verified (ready to use), or failed (verification didn't complete in time).

• On the phone-call path, the code dialnote shows you expires after 10 minutes, and the caller ID is marked failed if verification doesn't finish in that window. A code sent to you by voice or SMS expires on the network's own schedule instead.
• When you type a code into dialnote, you get 3 attempts per code. After that, request a new one with Resend Code, which starts a fresh verification.
• On the phone-call path there's no code field and no attempt counter. If the call doesn't work out, use Resend Verification Call to start over.
• A pending caller ID stays clickable on the Caller IDs page, so you can reopen the verify modal after closing it. On the phone-call path, Check Status tells you whether verification has completed yet.

Verification is capped per organization. In a rolling 24 hours you can start verification for 3 different numbers during your free trial, or 10 on a paid plan, and retrying a number you already tried in that window doesn't count again. Creating and resending are limited together to 10 calls every 10 minutes per person. During the trial you can also only verify numbers in the countries dialnote serves, which can rule out an out-of-region number you wanted for local presence.

Assigning Caller IDs to Phone Numbers#

Once a caller ID is verified, you can assign it to any phone number that uses the same provider:

1. Go to Settings → Phone Numbers and open the number you want to configure
2. In the Identity & Access section, find Outbound Caller ID
3. Pick a verified caller ID from the dropdown (only verified, same-provider numbers show up)
4. Changes save automatically

Leave it set to use the number itself, and outbound calls display that number's own ID. Pick a caller ID, and every outbound call from this number shows the caller ID number instead. When the caller ID is a number other than the line's own, those calls present that other number, so your registered business name and verified-calling signature don't apply to them.

Managing Your Caller IDs#

From the Caller IDs settings page, you can:

• View status: See which caller IDs are verified, pending, or failed
• Update names: Change friendly names to keep things organized
• Edit numbers: Every verified caller ID shows an Applied to panel listing the numbers using it. Click Edit numbers to pick the whole set at once (any number you drop goes back to displaying its own number)
• Delete: Remove caller IDs you no longer need (this removes them from any assigned phone numbers too)
• Recreate: A failed caller ID can't be retried in place. Add the same number again, which clears the failed entry and starts a fresh verification

Troubleshooting#

Verification call not coming through? Check that the phone can receive calls. For landlines, make sure someone is available to answer. The verification call comes from one of the network's verification numbers, so the number that shows up can vary.

Code not working? This one applies when you type a code into dialnote: click "Resend Code" to get a fresh code, and you get 3 attempts before needing to restart. On the phone-call path you key the code into the phone instead, so use "Resend Verification Call" to get a new call and a new code.

Caller ID not showing on calls? Make sure the caller ID matches your phone number's provider. A caller ID from one network won't work with numbers on another. Also confirm the caller ID is verified and still assigned in the number's settings.

What's Next#

• Phone number settings — recording, voicemail, business hours, and more per-number options
• Making calls — place outbound calls from the dialer
• Phone numbers overview — buy, port, and manage your numbers