Preferences

Overview

The Preferences page contains system-wide settings that control how the Cloud PBX handles names, caller IDs, call notes, extension numbering, presence statuses, and other global behaviors. Changes on this page affect all extensions unless overridden at the extension level.

To access these settings, log in to the PBX admin portal and go to PBX Settings > Preferences.

Basic

The Basic section defines core PBX identity and call behavior settings.

Organization Management

Organization Management allows you to create a company hierarchy for managing extensions. When enabled, you can group extensions by department or team and assign permissions accordingly.

To use this feature, enter your company name (used as the root organization) and toggle the feature on.

Caller ID Name

This section controls how caller names are displayed on incoming calls. You can set separate display rules for different client types.

Web Client, Desktop Client, Extension Endpoint

Set the priority for which caller ID name to display first—the matched contact name or the caller ID name carried by the caller. Three options are available:

• Display both the contact name and the caller ID name carried by the caller — Shows both names so the user can see whether the caller matches a known contact.
• Only display the contact name — Shows only the name from the local contact list if a match is found.
• Only display the caller ID name carried by the caller — Shows the name sent in the SIP signaling. If the caller only sends a number, the matched contact name is displayed instead.

Mobile Client

Set the priority for which name to display first on the mobile client—the matched local contact name or the name carried in the From header of the SIP message. The same three options are available as above.

Distinctive Caller ID Name

These options add additional context to caller ID displays so users can see how a call arrived.

Masked Number

Number masking hides phone numbers in the call window and call logs to protect sensitive information. When enabled for a scenario, the numbers are replaced with masked characters, and callback is not supported.

Select the scenarios where number masking should be applied:

• Calls initiated via "Open API"
• Calls initiated via "Speed Dial"
• Calls initiated via "Click to Call"
• Incoming Calls

Call Notes

Call Notes allow users to add notes during or after calls. When enabled, users can attach text notes to calls directly from their UC Client. The notes are saved with the call record for later reference.

Toggle the feature on and select which call types support notes:

• Calls from Queue
• Calls from Ring Group
• Calls to Voicemail
• Calls to Extensions
• Outbound Calls

Extension Preferences

This section defines the number ranges for each type of extension or feature in the PBX. Each feature has a dedicated range to avoid conflicts.

Presence

The Presence section lets you customize the presence statuses available to users. Each status has a name, a color-coded icon, and can trigger different call handling behaviors (e.g., call forwarding rules based on presence).

The default presence statuses are available, away, business trip, do not disturb, lunch break, and off work. You can rename any status by clicking its name in the list. The icon color can be changed using the color dropdown next to each status. Click the reset icon in the Operations column to restore a status to its default name and color.

DTMF

DTMF (Dual-Tone Multi-Frequency) settings control how touch-tone signals are handled during calls.

Filter Number

When enabled, the Filter Number feature allows administrators to define number patterns that are filtered from call logs and other displays. This can be used to hide internal service numbers or specific patterns from user-facing views.