How to setup Caller ID Routing

Evolution PBX supports routing of calls based on the Caller ID of the calling party.  This feature can be utilized to control call flows and block unwanted calls.

In order to setup  Caller ID (CID) routing you will need to configure the CID Routing record and modify the Inbound routes to point at the CID routing record.

Caller ID Routing Configuration

Caller ID routing can be administered under 'Call Routing' → 'Caller ID Routing':

When you click on 'New Record', you will be presented with this window:

Enter a name for the new CID routing record, and click save.  After which you can, using the pencil/edit icon, edit the record to build the CID routing rule.

The call routing works by intercepting calls and routing them based on the rules configured within the record.

For example in this screenshot:

The configuration is as follows:

  • If the CID of the calling party matches 6235874698 the call will be routed to extension 706/Earl
  • If the CID of the calling party matches 6023549987 the call will be routed to extension 710/Joe
  • If the CID of the calling party matches 4803658741 the call will be routed to the Auto Attendant 'VoicemailAdmin'
  • If the CID is none of the CID's listed, it will route to the default destination, the Auto Attendant 'Main'.

Once you have defined the subjective Caller ID's that need to be routed and the appropriate destination for each, as well as the default destination, you will need to make the rules active.  To do that you will need to point this inbound routes at your newly created CID Routing rule.

Phone Line Configuration

To start routing calls based on the newly created CID routing rule, you will need to adjust the inbound routes.

Browse to 'Resources' →  'Phone Lines' and edit the trunk that contains the DID or line you are trying to route by Caller ID.

In this trunk, 4802496987 is set to route calls to the Auto Attendant named 'Main':

If you adjust this route so that 4802496987 is directing calls to the CID Routing record we just created named 'Test' the calls will be routed as configured in the CID routing rule:

Note that the CID routing rule's default destination is the same destination as the inbound route originally pointed at .  This effectively routes calls as they were previously with the addition of the CID routing, as any CID not defined in the CID routing rule still ends up at the 'Main' Auto Attendant.

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