Choose client phone visibility
Select Always visible, Incoming calls only or Incoming and unread missed calls.
Exact navigationAdmin Area → Setup → xConnect → Settings
Before you begin
- Confirm the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide covers
Select Always visible, Incoming calls only or Incoming and unread missed calls. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Admin Area → Setup → xConnect → Settings.
- Locate the record, setting or action used to choose client phone visibility.
- Complete the displayed fields or controls exactly as described in this guide.
- Select the available save, submit, update, call, sign, upload or confirm action.
- Return to the related register, portal, dashboard or call panel and verify the recorded result.
Fields, choices and supported possibilities
SettingSelect Always visible, Incoming calls only or Incoming and unread missed calls.
Code-backed validations and workflow rules
- Save Settings requires Manage permission.
- Mandatory no-PSTN and IVR safety values are enforced server-side.
Expected result and verification
- The choose client phone visibility workflow completes without a validation, permission or availability error.
- The relevant case, document, proposal, call, extension, widget session, timeline or audit evidence shows the expected state.
- Any client-visible or public result appears only where the code explicitly allows it.
Security, privacy and operational checks
- Use a controlled test case, contact, extension or website origin before production rollout.
- Grant the minimum permissions needed and protect private documents, call metadata, signing evidence, API credentials and infrastructure paths.