A prospect calls – from a mobile, on the road, about tomorrow's viewing. They have long been in onOffice. The display just shows a number.
What your office deals with today
- Searching while the prospect waits – the number is typed into onOffice by hand.
- Whoever is out and about does not have onOffice open – and does not know who is calling when they answer.
- Prospects call from mobiles – and the mobile number is not always in the first field.
What it looks like with Haus iT Caller ID
While the phone rings, Haus iT Caller ID looks the number up in your onOffice and shows the name in the Webex sidebar. onOffice searches all of a contact's numbers – landline, mobile and others.
- The phone rings Incoming call
- Webex reports the number
- Haus iT Caller ID standardises it
- Your onOffice looks it up Your customer data stays here
- The sidebar names the caller
- The phone ringsa prospect calls from a mobile
- All numbers are searchedlandline, mobile and others – in your onOffice
- The name is therebefore you answer
| Until now | With Haus iT Caller ID | |
|---|---|---|
| Who is calling? | a number | name from onOffice |
| Call from a mobile | an unknown number | recognised – all numbers are searched |
| Your data | stays in onOffice | stays in onOffice |
What you get out of it
- All numbers instead of one. No either-or between landline and mobile.
- Addresses only, read only. Properties, exposés and processes are not read, and nothing is changed in onOffice.
- No copy of your records. The lookup happens at the moment of the call; a match stays in the cache for 14 days.
- Clear messages during setup. If a permission is missing, the portal says exactly that – instead of pretending nobody is in there.
Set up without detours
- Create API access in onOffice: Extras → Settings → Basic settings → API.
- Enter token and secret once in the portal. Nothing is installed on the computers.
- Allow the app in Webex – once in Control Hub.
In short
Your prospects call from their mobiles. With Haus iT Caller ID their name still appears – from your onOffice, before you answer.
Frequently asked questions
How do I see in onOffice who is calling?
Haus iT Caller ID looks up the number in your onOffice enterprise while the phone rings and shows the name in the Webex sidebar – before you answer.
Does it also find mobile numbers?
Yes. onOffice searches all of a contact's numbers – landline, mobile and others. You do not have to choose a field.
What do I need?
API access in onOffice (token and secret) under Extras → Settings → Basic settings → API. You enter both once in the portal.
Are my address records copied?
No. The lookup goes straight to your onOffice at the moment of the call. A match is cached for 14 days so the same number is not queried again on every call.
Does the connection see my properties?
No. Only addresses are read – first name, last name and phone number. Properties, exposés and processes are not touched.
Can the connection change anything in onOffice?
No. This connection only reads.