Caller is Asked to Enter Client ID But is Calling From Client Phone Number

If the client cannot be recognized by the phone number that the call is coming in from, the system has others options that can be enabled to identify the client. If the caller is asked for the client ID, then they are calling from a phone number that is not connected to a client, and the Client ID option is enabled in your system.

You'll want to ensure that the client has a phone number connected to them within the system and that it is accurate and current. You can view the phone number that Dial-N-Document has connected to the client by looking in the DND Reports section, choosing the client, and looking under the Misc. Report section in the phone number report. The report will show you the phone numbers and if they are active. If the phone number needs added or changed, you must do this in the partner program. If you do not want your callers to be asked for a client ID, you will need to inactivate that option within your default Call Plan.