Home Troubleshooting & Error Resolution

Troubleshooting & Error Resolution

Step-by-step guides to identify, diagnose, and resolve common issues and errors within the Evo Voice system, including voicemail, routing, service access, and configuration problems.
By Richie
37 articles

Resolving Application Errors for Voicemail Users

🧾 Overview This article outlines the steps to resolve common application errors encountered by Voicemail Users in the Evo Voice system. These errors typically occur when accessing or configuring voicemail extensions. Common question: What steps can be taken to resolve the application error encountered with a Voicemail User (example -> VM-EXT 72065)? 🛠️ Step-by-Step Troubleshooting 1. Confirm Extension Type - Ensure the extension is correctly set as a Voicemail-only extension. - Go to Endpoints section in the Evo Voice console and verify that the Flow is set to Voicemail only related flow. - If incorrectly assigned, update the extension type or create a new voicemail box and reassign it. 2. Check for Missing Required Fields - Open the voicemail user’s extension profile and verify that the following fields are filled in: - Extension number (e.g., 72065) - Assigned mailbox user (if required) - Voicemail PIN (if applicable) - Ensure no required fields are left blank. 3. Verify Mailbox Configuration - Navigate to the Voicemail Management or Mailbox Settings. - Confirm that: - The mailbox exists and matches the extension number. - A valid email address is assigned if voicemail-to-email is enabled. - Storage limits are not exceeded (some errors are caused by full mailboxes). 4. Check Call Routing - Go to the Call Flow or Routing Rules. - Ensure that: - The extension is properly routed to the voicemail system. - No conflicting rules are forwarding the call away or to a non-functional destination. 5. Restart the Voicemail Service - If the error persists after config validation, restart the voicemail app service: - Access Evo Voice Admin > Service Management. - Restart Voicemail Service (or equivalent service managing voicemail functions). - Wait 1–2 minutes and re-test access to the voicemail box. 6. Check System Logs (Advanced) - If still unresolved, access the System Logs via the admin dashboard: - Filter logs by the extension number (72065). - Look for entries indicating: - Authentication failure - Storage errors - Connection timeouts - Use these logs to further isolate the issue. 🧪 Example Error Message "Application Error: Unable to retrieve voicemail box for VM-EXT 72065" This usually indicates: - The voicemail box is missing or misconfigured. - The routing does not point to a valid voicemail object. ✅ Resolution Summary | Checkpoint | Expected Result | | --- | --- | | Extension Type | Set as “Voicemail Box” | | Mailbox Exists | Mailbox created and linked | | Routing Rules | Point to voicemail | | Required Fields Filled | Extension #, PIN, Email (if needed) | | Storage Not Full | Voicemail box not at capacity | | Voicemail Service Running | Service restarted if error persists | 🆘 Still need help? If you've followed all the steps above and the issue persists, please contact Evo Technical Support for further assistance. To help us resolve your issue faster, include the following details in your support request: - A screenshot of the error message - The affected extension number - A screenshot or export of the current mailbox settings - The approximate time and date the error occurred Our support team will review your case and assist you as soon as possible.

Last updated on May 28, 2025

Changing the Display Name on a Grandstream Phone

Changing the Display Name on a Grandstream Phone 🖥️ Changing the Display Name on a Grandstream Phone (with Remote Access Instructions) 🧾 Overview This article explains the process for updating the display name on a Grandstream desk phone registered to the Evo Voice system. It covers when remote access is required and provides step-by-step instructions for both provisioning and manual updates. Common question: What is the process to change a display name on a Grandstream phone, and does it require remote access? 📌 Key Points - In most setups, remote access is required to apply the change across the device. - The display name is managed through the Evo Voice console (provisioned endpoint settings) or manually via the phone’s web interface (less preferred). - The display name typically appears on the device screen and during internal calls. 🛠️ Method 1: Change via Evo Voice Console (Recommended – Provisioned) ✅ Best for phones using centralized provisioning. 🔒 Requires Admin-level access. Step-by-Step: 1. Log in to the Evo Voice Console. 2. Navigate to Endpoints > search for the extension or MAC address of the Grandstream device. 3. Open the device profile and locate the Display Name or Label field. 4. Update the Display Name to the new preferred name (e.g., “Jane Doe”). 5. Click Save. 6. Reboot the phone: - From the Evo Voice Console, send a remote reboot command (if supported). - Or ask the user to power-cycle the phone manually. 7. Confirm the updated display name appears on the phone's idle screen. 🔧 Method 2: Change via Phone Web Interface (Manual – If Not Provisioned) ⚠️ Use this method only if provisioning is not in use. Requirements: - Phone's local IP address - Login credentials for the Grandstream web GUI Steps: 1. On the phone, press Menu > Status to get the IP address (e.g., 192.168.1.55). 2. Enter the IP address into your browser to access the device web interface. 3. Log in: - Default username: admin - Password: (provided by Evo or set during initial config) 4. Go to Accounts > Account 1 (or applicable account) > General Settings. 5. Update the Display Name or Name field. 6. Click Save and Apply, then reboot the phone. 🧠 Does It Require Remote Access? | Scenario | Remote Access Required? | | --- | --- | | Provisioned via Evo Voice Console | ✅ Yes (recommended) | | Manual update via web interface | ❌ No (but not preferred) | | Remote update via provisioning server | ✅ Yes | | On-site access to phone GUI | ❌ No (if you’re local) | 📝 Notes - If the phone is centrally managed, any manual web changes may be overwritten during nightly syncs. - Always confirm provisioning method before using the manual method. - Multiple Grandstream models (e.g., GXP2130, GXP2170) follow similar interfaces, but field names might vary slightly. ✅ Resolution Summary | Task | Location | Notes | | --- | --- | --- | | Update Display Name | Evo Voice Console or Web GUI | Web GUI for manual, Console for auto | | Reboot Phone | Remote or Manual | Required for change to reflect | | Provisioning in Place? | Check Endpoints section | Use Console if yes | 🆘 Still Need Help? If the display name is not updating after changes: - Verify that the phone is correctly provisioned. - Double-check MAC address and endpoint mapping. - Contact Evo support with the MAC address and extension number.

Last updated on May 30, 2025

Screenpop Setup Checklist for New Clients

🧾 Overview This article outlines the key details required to successfully configure a Screenpop integration for a new Evo Voice client, using George Brew as an example. It also clarifies when a voicemail box is needed, how to capture the preferred area code, and why location data is important. Common question: What details are needed to complete the setup of a Screenpop for a new client (e.g., George Brew), including whether a voicemail box is required, the preferred area code, and the client's location? 📋 Required Information for Screenpop Setup Before Screenpop can be fully configured and tested, gather the following client-specific information: 1. Client's Full Name & Company Name - Used for tagging the client in Evo records and endpoints. - Example: - Name: George Brew - Company: Brew Financial LLC 2. Preferred Area Code - Used when assigning a DID (direct inward dial) number. - Important for caller familiarity and regional trust. Example: Area Code 646 (New York) ✅ Note: If the preferred area code is unavailable, offer alternatives or waitlist options. 3. Client Location - Required for: - DID assignment - Emergency Services (E911) - Regional routing (if applicable) - Include: - City, State, and ZIP Code Example: New York, NY 10001 4. Voicemail Box Required? - Confirm if the client wants voicemail on their main line or extension(s). - If yes: - Assign a voicemail box. - Set up voicemail-to-email (optional). - Record greeting or upload default. ✅ Best practice: Always clarify whether voicemail is needed for direct lines, team lines, or fallback routing. 5. CRM or App Integration Details (If Available) - Which CRM or system should Screenpop open? - E.g., HubSpot, Salesforce, Clio, Zoho - What URL or format should be used? - Screenpop usually opens a search page or contact profile using the caller’s number. Provide a sample search URL or contact page structure if possible. 📦 Optional but Helpful Details | Item | Why It's Useful | | --- | --- | | Call flow or routing preference | Helps with initial call handling setup | | Main contact person | For follow-ups and confirmation | | Internal team directory | For setting up extensions if needed | | Support hours or availability | Informs routing logic (after-hours flow) | ✅ Resolution Summary | Field | Required? | Notes | | --- | --- | --- | | Full Name & Company | ✅ | For tagging and endpoint setup | | Area Code | ✅ | Used for DID assignment | | Client Location | ✅ | Required for number and E911 | | Voicemail Box Needed | ✅ | Affects routing and call flow | | CRM Integration Details | Optional | Enables Screenpop functionality | 🆘 Still Need Help? If you're unsure which details are missing, please contact Evo Support for assistance. When reaching out, be sure to include: - Company name - Desired area code - Location info (City, State, ZIP) - CRM or screen pop platform (if applicable) - Whether voicemail should be enabled Our support team will guide you through the next steps for proper onboarding or provisioning.

Last updated on May 28, 2025

Adjusting DID Forwarding Settings for Downsizing Clients

🧾 Overview This article explains how to update DID (Direct Inward Dial) forwarding settings in the Evo Voice system when a client requests to downsize their services. Common downsizing actions include deactivating extensions, removing endpoints, and consolidating voicemail or routing. Common question: What are the specific steps to adjust the forwarding settings for DIDs given the client's request to downsize their services? 📌 What "Downsizing" Usually Involves - Removing unused DIDs or extensions - Forwarding remaining active numbers to fewer destinations - Converting to voicemail-only or after-hours routing - Disabling call recording or CRM integration for inactive endpoints 🛠️ Step-by-Step: Adjust Forwarding Settings for a DID 1. Confirm the Client’s Request - Identify: - Which DIDs are being retained - Which DIDs are to be deactivated or forwarded - Whether voicemail or auto-attendant is still needed 🔍 Tip: Always get a list of active numbers the client still wants to use. 2. Locate the DID(s) in Evo Voice - Go to aEndpoints in the Evo Voice Console. - Search for the affected DID or extension. 3. Edit the Routing Rule - Select the DID to update. - Under Call Flow, choose one of the following actions: - Forward to another extension or DID - Input the new target (e.g., main office number or answering service). - Forward to external number - Add external mobile or landline (format: +1XXXXXXXXXX). - Route to Voicemail - Choose an existing voicemail box. - Route to Auto-Attendant - Useful if downsizing to a menu-based flow. 4. Deactivate or Remove Unused Endpoints (Optional) - Navigate to Endpoints. - Set unused extensions to inactive, or delete them if no longer required. - Deprovision associated devices (e.g., desk phones). 5. Review and Test Routing - Use the Call Simulator or make a live test call. - Confirm calls reach the new destination or voicemail. - Make adjustments as needed. 6. Update Documentation (Optional but Recommended) - Log the changes internally or on the client’s profile: - Forwarding path - Active DIDs - Deactivated extensions - Voicemail assignments ✅ Resolution Summary | Task | Action Taken | | --- | --- | | Identify DIDs to keep/remove | Confirmed with client | | Locate and edit call flow | Forwarded to valid destination | | Route to voicemail or menu | Configured fallback or main flow | | Remove inactive endpoints | Cleaned up unused extensions | | Confirm with test call | Validated new routing | 🆘 Still Need Help? If forwarding fails or the client reports misrouted calls: - Double-check the formatting of forwarding numbers - Make sure deactivated endpoints aren’t still assigned in the call flow - Check voicemail or auto-attendant for routing loops If the issue persists, contact Evo Support with the details for further assistance

Last updated on May 29, 2025

Why Can’t a User Make or Receive Calls Even if the Console Appears Normal?

🧭 Overview If a user is unable to make or receive calls—even though the EvoVoice console seems to be functioning correctly (e.g., the interface loads, buttons are clickable, and no visible errors are present)—there are several common causes to investigate. This guide outlines the step-by-step process to diagnose and resolve this issue. 🛠️ Step-by-Step Troubleshooting ✅ 1. Check if the User Is Logged Into the Softphone The EvoVoice console alone doesn’t handle audio—users also need to be connected to a softphone (WebRTC, desktop app, or IP phone). - Ask the user to confirm they see a “Connected” or “Registered” status on their softphone. - If using a browser, ensure microphone permissions are enabled. - Try restarting the softphone or browser session. 🔄 Fix: Reconnect the softphone, ensure microphone access, and confirm login status. ✅ 2. Ensure a Device/Endpoint Is Assigned Calls won’t work if the user doesn’t have an active device or endpoint assigned. - Navigate to Users > [User Name] > Devices tab. - Verify that a softphone or physical device is properly assigned and active. - Look for registration errors or disconnected endpoints. 🔄 Fix: Assign a device or re-register the current softphone if needed. ✅ 3. Verify the User's State Is Set to “Available” Call routing behavior depends on user states like Available, Offline, or custom states (e.g., Call Forward, Lunch). - Check the user’s state on the console or admin panel. - Confirm it is set to Available to receive direct or routed calls. 🔄 Fix: Switch the state to Available to restore call functionality. ✅ 4. Review Call Flow Routing Rules or Schedules A misconfigured call flow may prevent calls from being delivered or initiated. - Check if the user is part of a ring group, time schedule, or call forwarding rule. - Look for conditions that may bypass or block the user during specific times or states. 🔄 Fix: Adjust the call flow logic to include the user under the correct routing conditions. ✅ 5. Inspect Console Settings and Permissions In some cases, the console UI may appear normal, but actions are restricted due to role limitations or a partial load. - Ask the user to try the console in Incognito Mode or another browser. - Admins should verify the user’s role and permissions under Users > Roles. 🔄 Fix: Clear browser cache, switch browsers, and validate user permissions. ✅ 6. Check for Account Suspension or Missing License Even with console access, users can be blocked from voice services if: - Their account is suspended, deactivated, or disabled. - They are missing an EvoVoice license. 🔄 Fix: Re-enable the user account and assign the proper license under the Licensing section. 🧪 Optional: Run Technical Diagnostics (Admin Only) If the issue persists: - Check Call Logs under Reports for the user’s extension or ID. - Look for failed call attempts, SIP errors, or registration failures. - Use built-in Diagnostics tools if available in the admin dashboard. 🆘 Still Need Help? If none of the steps resolve the issue: - Contact Evo Support. - Include the affected user’s name, extension, and timestamp of the last attempted call. 📌 Quick Reference Summary | Common Issue | Suggested Fix | | --- | --- | | Not logged into softphone | Reconnect or restart softphone/browser | | No endpoint assigned | Assign/reassign device in user profile | | User state set to unavailable | Set to “Available” in console | | Call flow bypasses user | Update routing rules or schedules | | Limited permissions | Check user role and try Incognito or new browser | | Account suspended or unlicensed | Reactivate account and assign EvoVoice license |

Last updated on Jun 17, 2025

Why Can’t a Client Answer Incoming Calls on Their Phone Account?

🧭 Overview If a client’s phone account is not receiving or answering incoming calls, it could stem from several configuration or system-level issues—ranging from device registration to call routing logic. This guide outlines common causes and troubleshooting steps to resolve problems where calls are not being answered or received. 🛠️ Step-by-Step Troubleshooting ✅ 1. Check Softphone or Device Connection Incoming calls will not reach the user if their assigned device (softphone or hardware phone) is offline or unregistered. - Go to Users > [Client Name] > Devices. - Verify that the assigned device is active and registered. - Check for any registration errors or connection timeouts. 🔄 Fix: Reboot the softphone or IP phone, and confirm the device is connected to the internet and authenticated properly. ✅ 2. Verify the User’s State If the client is in a state such as Offline, DND (Do Not Disturb), or a custom state with routing disabled, calls will not ring on their account. - From the console, confirm the current status/state of the user. - Ensure they are in an “Available” state. 🔄 Fix: Set the user’s state to “Available” to resume normal call routing. ✅ 3. Inspect Call Flow and Ring Group Routing Calls may be getting routed incorrectly or skipped if: - The client is part of a Ring Group but is excluded in the call conditions. - The call flow contains a misconfigured rule, like incorrect schedules or conditions that bypass the user. 🔄 Fix: Review the full call flow using the Call Flow Designer, ensuring the client is included and reachable during the intended schedule. ✅ 4. Check for Forwarding Rules or Routing Conflicts Auto-forwarding rules or fallback routes can cause calls to skip the client entirely. - Review if Call Forwarding is enabled on the account. - Confirm there are no loops or conflicts with voicemail or auto-attendants. 🔄 Fix: Disable forwarding or update rules to ensure the client’s device rings directly. ✅ 5. Confirm License and Account Status If the client’s EvoVoice license is missing or their account has been suspended, calls won’t reach the endpoint. - Under Admin > Users, check: - License status (EvoVoice assigned?) - Account status (Active/Suspended) 🔄 Fix: Assign the appropriate voice license and re-enable the account if needed. ✅ 6. Test Call Logs and Diagnostics (Admin Only) If everything appears in order but calls still fail: - Use the Reports > Call Logs to search by the client’s extension. - Look for error codes, missed attempts, or SIP failures. 🔎 Tip: Narrow down logs by time and call direction to isolate failed inbound attempts. 🆘 Still Need Help? If calls are still not coming through: - Contact Evo Support with the following: - Client name - Extension - Timestamp of the most recent failed incoming call 📌 Quick Reference Summary | Possible Cause | Resolution | | --- | --- | | Device not registered | Reconnect or restart softphone/device | | User in Offline or DND state | Set to “Available” in console | | Ring group or call flow misroute | Adjust call flow conditions and user inclusion | | Call forwarding or loops active | Review and update routing/forwarding rules | | Missing voice license | Assign EvoVoice license and check account status | | SIP error or network issue | Use diagnostics and logs to isolate technical issue |

Last updated on Jun 17, 2025

How to Forward a Client's DID to an External Number During Business Hours with Fallback Routing

🧭 Overview This guide explains how to set up a call flow where a client’s main DID rings an external number during business hours, and if unanswered, falls back to a secondary DID or voicemail. This setup is ideal for businesses with call forwarding needs based on availability or after-hours support. 🛠️ Step-by-Step Setup Guide ✅ 1. Create a Business Hours Schedule 1. Go to Schedules in the EvoVoice Console. 2. Click + New Schedule. 3. Name the schedule (e.g., Client Business Hours). 4. Set the desired days and hours (e.g., Mon–Fri, 9 AM–5 PM). 5. Click Save. 📝 This schedule will be used to trigger time-based call rules. ✅ 2. Create a Call Rule for Forwarding During Business Hours 1. Go to Rules > + New Rule. 2. Under When to apply, select the Client Business Hours schedule. 3. Under Action, choose Forward Call. 4. Input the external number (e.g., a mobile or offsite landline). 5. Click Save. 📞 Incoming calls during business hours will now forward to the external number. ✅ 3. Set a Timeout Fallback (No Answer Condition) 1. In the same rule or a follow-up rule, add a No Answer Timeout (e.g., 20–30 seconds). 2. Under Then, select what should happen if the external number doesn’t answer: - Option 1: Forward to a backup DID - Option 2: Send to a Voicemail box 3. Configure the desired fallback (e.g., Voicemail - Support Team or Secondary Office DID). 4. Click Save. ⏲️ This ensures unanswered calls don’t just ring endlessly or drop. ✅ 4. Configure After-Hours Handling (Optional but Recommended) 1. Create another rule using the inverse of your business schedule. 2. Route calls directly to: - A voicemail box - An after-hours call center - Or an auto-attendant 🧪 Example Setup: - 📞 Main DID: 18001234567 - 🕘 Business Hours: Mon–Fri, 9AM–5PM - 📲 Forward to External: +639171234567 - ❌ If No Answer → Voicemail: VM - Main Office - 🌙 After Hours → Auto-attendant or directly to voicemail 🧠 Best Practices - Always test the call flow after configuration. - Make sure the external number is reachable and doesn’t have its own voicemail that might intercept calls. - Enable call logs or alerts for missed calls to monitor fallback effectiveness. 🆘 Still Need Help? If calls are not forwarding correctly or fallback isn’t working: - Double-check if the schedule is active and correctly linked to the rule. - Confirm the external number is formatted properly (e.g., with + country code). - Ensure the fallback action is not accidentally skipped due to rule conflicts. Contact Evo Support with: - The client’s DID - External number used - Time and date of test call

Last updated on Jun 17, 2025

Troubleshooting: HS Softphone Not Showing Incoming Calls

🧭 Overview If the HostedSuite (HS) softphone isn't displaying incoming calls, this may indicate a breakdown in communication between the PBX and the softphone, an issue with the user account setup, or a technical conflict in the local environment. This guide outlines the possible causes and provides step-by-step troubleshooting actions. 🛑 Common Causes | Cause | Description | | --- | --- | | 🔁 PBX Sync Failure | HS softphone may not be receiving real-time updates from the PBX. | | 👤 User Not Linked Properly | The softphone may not be mapped correctly to the extension or operator. | | 📴 Softphone Not Registered | Registration to SIP server may have failed. | | 🔒 Firewall/Antivirus Blocking Traffic | Security software might be interfering with SIP traffic. | | ⚙️ HS Console Mismatch | Operator/extension assignment mismatch may prevent call display. | | 🔇 Audio Device Conflict | System sound driver issues may prevent the call screen from triggering. | 🔧 Step-by-Step Troubleshooting Guide ✅ 1. Confirm Softphone is Registered - On the HS softphone, check the bottom status bar: - Should display “Registered”. - If not, restart the softphone and confirm credentials are correct. - Ensure the SIP credentials match what’s assigned in the PBX. 📝 If the softphone is not registered, incoming call info will never reach it. ✅ 2. Verify Operator is Assigned to Extension - In HostedSuite Admin: 1. Navigate to Operators. 2. Make sure the user/operator is assigned to the correct extension. - Cross-check with the PBX/Voice Portal: - Extension must be active and linked to a valid user endpoint. ✅ 3. Check PBX and Console Sync - Go to the Voice Console (e.g., EvoVoice): - Confirm the extension is registered and not showing errors. - Make a test call: - Observe if the call shows in the console. - If it does but not in HS: issue is isolated to HS-PBX sync. ✅ 4. Check for Multiple Logged-In Devices - If the same extension is registered on multiple devices, call handling may become erratic. - Confirm that: - Only the intended softphone or device is actively registered. - No overlap with mobile app or desk phones during testing. ✅ 5. Restart Services - Close and reopen: - HostedSuite softphone - HS console (if used) - Recommend restarting the PC to clear device-level conflicts. ✅ 6. Verify Call Flow & Routing - Go to the PBX Rules/Flows section: - Confirm the inbound call is routed to the correct extension. - Check if ring groups, forwarding, or timeout conditions are redirecting calls elsewhere. ✅ 7. Disable Firewall or Antivirus Temporarily - Some firewalls block SIP ports (5060/5061) or UDP traffic. - Temporarily disable to test: - If it works, create an exception rule for HS Softphone. 🧪 Test Scenario Example | Test | Expected Result | | --- | --- | | Call extension directly | Softphone rings & shows popup | | Call to main DID routed to extension | Softphone receives call | | Softphone closed | Call appears on another device (if configured) | | Softphone open but no call display | Likely registration or sync issue | 🆘 Still Not Working? Before escalating, gather the following: - Screenshot of HS registration status - Date/time of the test call - Extension or DID used - Any error messages shown Contact Evo Support with this information so logs can be checked on the PBX and SIP side.

Last updated on Jun 17, 2025

Updating a Client’s Company Name in Evo Console & HostedSuite

🧭 Overview When a client formally requests a company name change (e.g., from their existing entity to Capital Wealth Planners), it’s essential to update the name across all EvoVoice-related platforms and internal systems to ensure consistency in branding, call handling, and system records. ✅ Requirements Before Proceeding Ensure you have: - A formal written request or approval from the client (usually via email). - Any attached supporting documentation (if applicable, for compliance or record-keeping). - Internal confirmation (if needed) from account or onboarding teams. 🔄 Where the Company Name Must Be Updated | System/Section | Action Required | | --- | --- | | 🛠️ EvoVoice Console | Update the account or company label | | 🖥️ HostedSuite Admin Console | Change the Company Name field | | 📩 Email Routing/Display Names | Ensure updated name reflects on voicemail/caller ID | | 📁 Freshdesk/Support Portals | Update client folder, tags, and names in tickets | | 🧾 Billing System | Coordinate with Finance for name update on invoices | | 🗂️ Contracts/Docs (if needed) | Update any signed agreements on file | 🪜 Step-by-Step: Changing Company Name 🔁 EvoVoice Console 1. Log in to admin.evo.tech 2. Go to Client Management > Search for client 3. Click the Edit (✏️) icon next to the Company Name 4. Update to: Capital Wealth Planners 5. Click Save Changes 🔁 HostedSuite Console 1. Log in to HostedSuite Admin Panel 2. Navigate to System Settings > Company Profile 3. Locate the Company Name field 4. Change to Capital Wealth Planners 5. Save and refresh to apply changes system-wide ✉️ Caller ID, Voicemail, Display Names - If the company name appears in the auto-attendant greeting, voicemail, or caller ID: - Update the corresponding recordings or text-to-speech labels. - If caller ID branding (CNAM) is managed via EvoVoice or third-party, coordinate with the carrier if legal changes are required. 📂 Freshdesk & Support Records 1. Search for the client’s existing folder 2. Rename folder and update any labels or tags to Capital Wealth Planners 3. Update saved solutions, tickets, or linked docs with the new name if referenced. 🧾 Invoicing/Billing - Notify Finance or Billing Department to reflect the new company name in: - Monthly invoices - Subscription entries - Contracts or service agreements 🧪 Verification Checklist ✅ Console shows correct name ✅ HostedSuite reflects update ✅ Auto-attendants/voicemails changed (if applicable) ✅ Caller ID tested and reflects change (if CNAM used) ✅ Freshdesk records cleaned and updated ✅ Billing and invoicing now reflect the new company name 🆘 Still Need Help? If you’ve completed the updates but the system still shows the old name: - Double-check the HostedSuite cache and browser cookies - Ensure no saved aliases or labels are overriding the visible name - Contact Evo Support to help verify backend consistency

Last updated on Jun 17, 2025

Troubleshooting Remote Access Link Errors in EvoVoice Support

🧭 Overview If a remote access link (used for support sessions, installations, or troubleshooting) returns an error code and fails to establish a connection, this usually points to a temporary interruption or misconfiguration in the user’s system or internet connection. This article outlines the common causes and step-by-step resolution guide. 🚫 Common Causes of Remote Access Link Errors | Potential Cause | Description | | --- | --- | | 🔐 Firewall/Security Block | Local antivirus or firewall blocking remote access agent | | 🌍 Internet Connectivity Issue | Network is unstable or blocking outbound connections | | 🔗 Corrupted or Expired Link | One-time or expired connection links no longer valid | | 🔄 Agent Not Properly Installed | Remote agent did not install or run properly | | 🖥️ System Compatibility Issues | OS version or permissions may prevent session launch | | 🧍‍♂️ User Not Running as Admin | Lack of administrative privileges blocking the tool | 🔧 Step-by-Step Troubleshooting Guide ✅ 1. Reconfirm the Link and Session Type - Double-check that the correct link was sent. - Confirm with the support agent if: - The session is still active. - A new link is required (some tools generate one-time links). ✅ 2. Check for Error Code Details - Note down the exact error code/message. - Example: Error Code 10060, Session Expired, Connection Timeout. 📩 Share this code with support if escalation is needed. ✅ 3. Try a Different Browser or Open in Incognito - Sometimes extensions or cache block the session. - Open the link in: - Incognito/Private Mode - A different browser (Chrome, Firefox, Edge) ✅ 4. Temporarily Disable Antivirus or Firewall - If a connection is blocked, try disabling: - Antivirus shields - System firewall - Reopen the remote access link after disabling. 🛡️ Remember to re-enable protection after session. ✅ 5. Run as Administrator (If Applicable) - If prompted to download a small tool (e.g., .exe, .pkg): 1. Download and right-click the file 2. Select "Run as Administrator" - If on Mac, allow permissions under: - System Preferences > Security & Privacy > General ✅ 6. Restart the Computer and Try Again - Restarting can resolve: - Network routing issues - Temporary app blocks - Hung processes blocking the session ✅ 7. Try Alternative Connection Methods If the remote session still won’t connect: - Ask the support agent if an alternate tool or link (e.g., Anydesk, TeamViewer, Zoho Assist) can be used. - Or request a manual walkthrough if the situation is urgent. 🧪 Example Errors and What They Mean | Error Code/Message | Likely Cause | Suggested Fix | | --- | --- | --- | | 10060 - Timeout | Network/firewall block | Reboot modem/router, check firewall | | Session Expired | Link was one-time use | Ask for a new link | | Permission Denied | Admin rights issue | Run as admin or approve permission | 🆘 Still Not Working? Gather the following before reaching out to Evo Support: - Screenshot of the error message or code - Operating System (Windows/Mac) and browser used - Internet provider (if possible) - Whether antivirus or firewall was disabled Send these details to Evo Support to assist with session recovery or alternative setup.

Last updated on Jun 18, 2025

Handling Requests for Unavailable Area Codes

🧭 Overview Clients occasionally request a phone number with a specific area code (such as 212 for New York). However, certain area codes—especially legacy ones like 212—are in high demand and low supply. This guide outlines how to handle such requests and offer professional alternatives when the number is unavailable. ❌ Why Some Area Codes Are Unavailable - Legacy area codes (e.g., 212, 310, 305) are heavily saturated due to: - Early telecom registrations - High-profile businesses securing them in bulk - New numbers in these area codes are rare and not always available from standard carriers. - Number availability changes frequently and is not guaranteed. ✅ What to Do When a Client Requests an Unavailable Area Code 🔹 Step 1: Check for Availability 1. Submit the request internally or through your carrier/provider tools. 2. If not available, document that the 212 area code is currently exhausted. 🔹 Step 2: Explain to the Client Communicate professionally: “212 numbers are currently in very limited supply across all providers. While we continuously check for availability, it’s not guaranteed due to the high demand and limited releases.” 🔹 Step 3: Offer Alternative Options 🔄 Option A: Overlay Area Codes in the Same Region Suggest numbers with overlay codes that still represent NYC: - 646, 917, 332, or 718 “We can offer you numbers with the same regional coverage such as 646 or 917. These are fully supported in NYC and widely used by newer businesses.” 🔄 Option B: Vanity Number Alternative Offer to search for a vanity number (e.g., 646-CALL-NYC) if memorability is more important than the area code. 🔄 Option C: Monitor and Notify Offer to: - Monitor for 212 availability - Notify the client if one becomes available in the future - Possibly reserve or purchase if urgency is low and budget allows 🗒️ Notes for Support Agents - If using EvoVoice or a third-party carrier, availability checks can be done through: - Evo backend tools - Provider dashboards (e.g., VoIP.ms, Twilio, Bandwidth) - Always record the client's preferred alternative (646, 917, etc.) - If client insists, escalate to procurement or provisioning for deeper search (may include premium sourcing) 🆘 Still Need Help? If the client requests follow-up on a specific number (e.g., vanity 212) or future alerts: - Add a note to their CRM record - Tag Evo provisioning team for ongoing monitoring - Log the request in Freshdesk with the label area_code_request

Last updated on Jun 18, 2025

Missing Call Allowance Expiration Notifications – Causes & Prevention

🧭 Overview EvoVoice automatically sends call allowance expiration notifications to clients nearing or exceeding their usage limits. However, there are cases where clients report not receiving these alerts. This guide explains the underlying causes and outlines steps to ensure consistent delivery of these critical notifications. ⚠️ What Is a Call Allowance Notification? These alerts notify the client when they are: - Close to their monthly usage limit - About to be charged for overage - Reaching the expiration date of a prepaid allowance or usage cycle 🔍 Common Reasons Notifications Are Not Received | Cause | Description | | --- | --- | | 📭 Email Routing Issues | Email flagged as spam or blocked by the recipient’s mail server | | 📤 Incorrect Notification Email | The wrong or outdated recipient email is set in the client's PBX or billing profile | | ⛔ Notification System Disabled | Allowance tracking notifications may be toggled off in system settings | | 🧾 No Allowance Applied | If no call allowance package is configured, there may be no threshold to trigger the alert | | 🔁 Automation Errors or Sync Delays | Backend sync delays may skip or delay notifications if settings are not updated | ✅ How to Ensure Notifications Are Sent Consistently 🔹 1. Verify Call Allowance Package Is Active - Check client billing profile or system configuration: - A valid call allowance or usage bundle should be attached - Confirm start and end dates are accurate 📌 If no package is assigned, no expiration or usage alert will be triggered. 🔹 2. Confirm Notification Settings Are Enabled - In Evo Admin or PBX portal: - Go to Notifications > Usage Alerts - Ensure email alerts are enabled for call limits - Select frequency (e.g., 80% usage, 100%, expiration date) 🔹 3. Review and Update Notification Recipients - Check that a valid recipient email is on file: - Business owner - Billing contact - Primary admin user - Avoid generic or outdated email addresses (e.g., info@, support@) 🔹 4. Test Delivery and Whitelist Evo Notifications - Ask client to check spam/junk folder - Advise client to whitelist Evo system emails: - From addresses: [email protected], [email protected] - Run a test notification (where applicable) to validate delivery 🔹 5. Monitor for Automation Gaps - Review backend automation logs or usage rules to confirm: - No failures in threshold-based triggers - Allowance expiration triggers are up to date - Rebuild or restart automation if sync issues are suspected 🧪 Troubleshooting Tips | Symptom | Possible Fix | | --- | --- | | Notifications not received at all | Recheck notification toggle & recipient email | | Received late or after allowance expired | Check automation sync and cycle dates | | Alerts go to wrong person | Update contact email in billing settings | | No notification even with usage | Ensure correct package with thresholds is assigned | 🆘 Still Need Help? If the issue persists: - Create a Freshdesk ticket with the client’s name and company - Include: screenshot of billing plan, intended recipient email, usage history - Evo Support can run a backend check and adjust notifications accordingly

Last updated on Jun 18, 2025

Integrating Evo with QuickBooks

🧭 Overview EvoVoice and HostedSuite platforms can integrate with QuickBooks to help clients manage invoicing, services, taxes, and payment tracking. This integration improves billing accuracy and automates recurring processes. This guide outlines the steps required for a smooth Evo-to-QuickBooks connection. ✅ Prerequisites Before starting, ensure the following: | Requirement | Details | | --- | --- | | 🧾 Active QuickBooks Online Account | Integration is supported for QuickBooks Online only | | 🖥️ Admin Access to Evo Admin Portal | Needed to access and configure invoice settings | | 🧩 Integration Module Enabled | Evo’s QuickBooks integration feature must be turned on (contact Evo support if missing) | 🪜 Integration Setup Steps 🔹 Step 1: Connect to QuickBooks 1. Go to Evo Admin > Settings > Integrations 2. Select QuickBooks Integration 3. Click “Connect to QuickBooks” A secure login window will appear. 4. Log in using your QuickBooks Online Admin Credentials 5. Authorize Evo to access your company data ✅ Once connected, the Evo system will sync key financial fields with QuickBooks. 🔹 Step 2: Configure Sync Settings Set up the following mappings: | Field | Syncs With | | --- | --- | | 🧾 Invoices (from Evo) | QuickBooks Invoices | | 🧍 Client Accounts | QuickBooks Customers | | 💲 Taxes & Services | QuickBooks Products/Services | | 🧮 Payment Status | QuickBooks Payment Records | ⚠️ If Evo tax settings differ from QuickBooks tax rules, confirm mappings carefully to avoid calculation errors. 🔹 Step 3: Enable Auto-Sync or Manual Sync - Under Integration Settings, choose your sync mode: - Auto-Sync – Pushes invoice and payment data daily - Manual Sync – Syncs only when triggered by the user Best practice: Start with manual sync to ensure accuracy, then switch to auto after testing. 🔹 Step 4: Test Sync with Sample Invoice 1. Create a test invoice in Evo for a dummy or internal client 2. Sync manually to QuickBooks 3. Log in to QuickBooks to confirm: - Invoice appears correctly - Tax, services, and client names match - Payment status syncs as expected 🔹 Step 5: Train Billing Team & Monitor - Inform your billing or finance team about: - Sync behavior and timing - How edits in Evo or QuickBooks may affect records - Monitor the Integration Log weekly to catch any sync failures or mapping issues 🧪 Troubleshooting Tips | Issue | Solution | | --- | --- | | Sync fails | Re-authenticate QuickBooks in Evo settings | | Tax rates mismatch | Manually map Evo tax fields to QuickBooks equivalents | | Client not syncing | Check that Evo client record has valid billing info | | Duplicate records | Merge duplicates in QuickBooks after sync | 🆘 Still Need Help? If you're facing issues with mapping, permissions, or data mismatches: - Contact Evo Support with the subject line: “QuickBooks Integration Issue – [Client Name]” - Include a screenshot of the error or the invoice/client not syncing

Last updated on Jun 18, 2025

Removing a Phone Number from Screen Pop & Voice Apps After Porting Out

🧭 Overview When a phone number is ported out to a new provider, it's important to remove its association from EvoVoice and HostedSuite systems to avoid misrouted calls, failed lookups, or UI confusion (e.g., screen pop-ups from unassigned numbers). This guide outlines the clean-up steps to take once a number has been successfully ported out. ✅ When to Use This Guide Use these steps after the following conditions are met: - Porting has been confirmed and completed by the new provider - Number is no longer in use within the Evo PBX - Client no longer needs to view or track activity related to that number in Evo 🪜 Step-by-Step Instructions 🔹 Step 1: Remove the Number from PBX Routing 1. Log in to the Evo Admin Panel or PBX portal. 2. Navigate to Call Routing / Inbound Numbers 3. Find the ported number (e.g., +1 212-555-7890) 4. Remove or unlink it from any: - Call flows or IVRs - Users or extensions - Time schedules 5. Save and apply changes 🔹 Step 2: Disable Associated Rules or States 1. Check if the number has: - Custom states (e.g., forwarding or after-hours) - Call schedules or holiday routing 2. Delete or deactivate any rules still linked to this number 3. If applicable, update any "Call Forward" rules that were routing to this number 🔹 Step 3: Remove from Screen Pop Settings 1. In HostedSuite Console Settings: - Go to Screen Pop / Caller ID Triggers - Look for the ported number under any configured triggers or CRM integration fields 2. Remove the number from the list or mapping configuration 🔎 If you skip this step, calls to that number may still trigger screen pop-ups even after it's ported out. 🔹 Step 4: Update CRM or 3rd-Party Integrations If EvoVoice or HostedSuite is integrated with: - Zoho, Salesforce, HubSpot, or another CRM - Helpdesks like Freshdesk or Zendesk Ensure the number is removed from: - Client contact records - Call log mapping fields - CTI triggers 🔹 Step 5: Remove from Voice Application Licensing (If Applicable) If the number was tied to a voice app or license seat, remove the number from: - Voice license pool - SIP trunk assignments - User profile in softphone systems 🧪 Troubleshooting & Reminders | Issue | Action | | --- | --- | | Screen pop still showing | Clear browser cache and recheck CRM mappings | | Calls still routing to Evo | Confirm port-out is finalized and routing removed | | Voicemail still active | Delete voicemail box associated with old number | | Number visible in reports | Archive or exclude from active number filters | 🆘 Still Need Help? If the number is still triggering calls or screen pop after clean-up: - Open a support ticket with subject: "Ported Number Still Active – Cleanup Needed" - Include the number, client name, and port-out date

Last updated on Jun 18, 2025

Voicemail Application Error After New Setup – Causes & Fixes

🧭 Overview When setting up a new voicemail user in EvoVoice, users may encounter an "application error" when trying to access their voicemail. This guide identifies common causes and provides clear steps to troubleshoot and resolve the issue quickly. 📌 Common Symptoms - User receives a prompt like: ❌ "Application Error. Voicemail cannot be accessed at this time." - Unable to leave or retrieve voicemail - Calls to voicemail ring but then fail or disconnect - Voicemail tab in the console doesn’t load or shows an error message 🔍 Likely Causes | Cause | Description | | --- | --- | | 🛑 Voicemail box not assigned | The user’s extension doesn’t have a linked voicemail | | ⚙️ Improper configuration | Voicemail rules or mailbox IDs not properly generated | | ❌ Voicemail not activated | Voicemail feature wasn’t toggled on for the user | | 🔁 Extension change not synced | Changes to the extension were made but voicemail wasn’t reconfigured | | 🔒 Permissions issue | User lacks access to voicemail due to profile restrictions | | 🧹 Corrupt mailbox creation | Incomplete setup caused a corrupt or broken mailbox | ✅ Step-by-Step Fix Guide 🔹 1. Confirm Voicemail Is Enabled - Go to Evo Admin Panel > Users > [Select User] - Check if “Voicemail Enabled” is toggled ON - If not, enable and save changes 🔹 2. Verify Mailbox Assignment - Go to Voicemail Management > Mailboxes - Search by the user’s extension or name - Confirm the mailbox is: - Assigned to the correct user - Has a valid mailbox ID - Active and not in “suspended” status 🔹 3. Re-Save Voicemail Settings Sometimes settings need to be re-applied after initial setup: 1. Open the user profile 2. Toggle voicemail OFF, save 3. Toggle it back ON, reassign if needed 4. Save again and test access 🔹 4. Check Call Routing and Voicemail Destination - Go to Call Routing > Inbound Numbers / Extensions - Ensure that the user’s extension routes to voicemail after timeout - Double-check voicemail state rules if a schedule is in use 🔹 5. Recreate the Voicemail Box (If Corrupt) If all else fails: 1. Delete the existing mailbox for the user 2. Recreate a new mailbox with the same extension 3. Assign it again via the user profile 4. Save and test ⚠️ Be sure to notify the user that any existing voicemails will be lost during mailbox recreation. 🧪 Additional Troubleshooting | Symptom | Resolution | | --- | --- | | Error shows only on console | Clear browser cache or try another browser | | Voicemail only fails after forwarding | Check that the forwarding number supports voicemail | | User cannot access voicemail via dial-in | Confirm mailbox PIN and number dialed are correct | 🆘 Still Need Help? If none of the above resolves the issue: - Submit a Freshdesk ticket titled “Voicemail Access Error – [User Name]” - Include the extension number, user’s name, and any relevant call logs or screenshots

Last updated on Jun 18, 2025

How to Resolve an Unresponsive ‘Flush Call’ Button and Incorrect Live Call Display in the Activity Tab?

When using Evo Voice’s debug tools, some users may encounter an issue where: - The ‘Flush Call’ button does not respond when clicked, and - The Activity tab continues to show live calls that have already ended, causing confusion during troubleshooting or system monitoring. Here’s how to resolve this issue. 🔍 Possible Causes These issues typically stem from one or more of the following: 1. Stuck or orphaned call session in the backend SIP system 2. Browser-side cache issues or console desync 3. UI not updating due to session timeout or frontend rendering delay 4. Backend database not cleared due to failed signaling or improper call termination ✅ Step-by-Step Troubleshooting 1. Refresh Console View or Debug Interface - First, try performing a manual refresh of the debug or Activity tab. - Use Ctrl+Shift+R (Windows) or Cmd+Shift+R (Mac) to force a hard refresh. - This ensures the page reloads without using cached data. ⚠️ A regular refresh (F5) may not clear stale session states. 2. Clear Browser Cache (Debug Mode) - If the interface remains unresponsive: - Open the browser’s Developer Tools (F12 or Option + Cmd + I) - Go to the Network tab and check Disable cache (while Dev Tools is open) - Reload the page again using hard refresh This helps eliminate UI glitches due to JavaScript memory state or outdated session data. 3. Check for SIP Session Lock or Hung Calls - Navigate to the SIP Debug or Call Logs tab and verify if the call is still listed as active even after the flush attempt. - If the SIP session ID still shows as active: - The call might not have been terminated properly. - Contact Evo Support to force-clear the session from the backend or initiate a manual flush using administrative tools. 4. Use Backend Flush (Admin Access Only) If the “Flush Call” button in the UI is non-functional: - An Evo admin or engineer can access the backend to manually flush or clear stale call sessions. - This may involve clearing Redis cache entries, SIP session states, or triggering cleanup via API. 5. Report for Persistent Cases If this issue occurs repeatedly, collect the following and report to Evo Support: - Timestamp of the affected call - Caller's number or internal ID - Screenshot/video showing: - The Activity tab with the ghost/live call - The unresponsive Flush Call button - Your browser and OS version This allows the engineering team to: - Check if there’s a bug in session cleanup - Determine if the issue is frontend-only or linked to backend signaling ✅ Summary To resolve an unresponsive Flush Call button and incorrect live call display: 1. Hard refresh the debug interface 2. Clear browser cache (in Dev Tools) 3. Verify the SIP session backend (for stuck calls) 4. Contact Evo Support to force flush the call if needed 5. Report details if the issue is recurring

Last updated on Jul 29, 2025

How Can I Resolve Issues with Unsuccessful Call Forwarding Attempts?

If you're experiencing issues where calls are not successfully forwarding from your Evo Voice system to another number (e.g., a mobile, landline, or external extension), here's how to identify and resolve the issue. 🔍 Common Reasons Why Call Forwarding Fails 1. Incorrect Forwarding Number Format Ensure that the forwarding number is: - In international format (e.g., +14155552671) - Not missing country code or area code - Free of any extra characters or spaces 2. Forwarding Rules Not Active Double-check if: - The rule is currently enabled in the Schedule or Routing Rules - The rule is within the active time frame (e.g., not outside business hours) 3. Caller ID or Carrier Restrictions Some mobile or VoIP carriers may block forwarded calls if: - The caller ID is masked or spoofed - The destination number doesn’t accept anonymous or unknown callers 4. Voicemail or Auto-Answer Interference If the destination number has voicemail or auto-answer, the system may interpret the call as “answered” prematurely, leading to a failed forward. 5. Missing or Expired SIP/Device Registration If the extension or device where the call originates isn’t properly registered, forwarding behavior might fail or become inconsistent. 🛠️ What You Can Do ✅ Step 1: Verify the Forwarding Number - Navigate to your Call Routing or Schedule Rules - Confirm that the destination number is: - Correctly formatted - Active - Not pointing to a disabled or deleted state ✅ Step 2: Test with a Different Number Try forwarding to a different known-working number (e.g., your mobile) to isolate whether the issue is with: - The Evo forwarding system - The specific destination number - A carrier-level issue ✅ Step 3: Check Call Logs You can review call logs via the Activity or Reporting tab to: - See where the call attempted to forward - Check for error messages (e.g., SIP 404, 486, 603 errors) 🧑‍💻 When to Contact Support If all steps above have been reviewed and the issue persists, please contact Evo Support with: - The affected forwarding number(s) - Approximate date/time of the failed attempts - Whether it fails for all calls or just specific numbers Our team will investigate logs from our backend and work with our carrier partners if necessary. ✅ Summary Unsuccessful call forwarding is often caused by number formatting, schedule conflicts, or carrier rules. Review your setup first, and contact support with details if the issue continues. We're here to help resolve it quickly.

Last updated on Jul 29, 2025

Troubleshooting Missing Incoming Call Logs on Evo Console Reception PCs

Overview If receptionists are unable to see incoming calls on their Evo Console interface, it can prevent them from identifying which company the call is for, affecting response accuracy. This guide outlines steps to diagnose and resolve this issue. Common Causes - Console not linked to correct extension or customer - Network or VPN-related disruptions - Console not refreshing or syncing properly - SIP misconfiguration or registration issues - Filter settings hiding inbound calls - Console software version is outdated Step-by-Step Troubleshooting 1. Check Extension Assignment - Ensure the console is assigned to the correct extension and is registered. - Go to Customers > [Reception User] > Console Settings and confirm extension assignment. 2. Verify Console Sync - Refresh the console manually. - Restart the Evo Console or re-login. - Ensure the browser or desktop version is up-to-date. 3. Confirm Network or VPN Status - Verify the PC is connected to the correct network or VPN (if used). - Run a ping test to the SIP server and check for packet loss or high latency. 4. Review Console Filters - Check if the console has filters applied (e.g., only showing active calls or specific queues). - Reset view or filters to default. 5. Confirm SIP Device Registration - Go to Endpoints and confirm if the extension assigned to the receptionist is registered and live. - If not, check device registration or provisioning errors. 6. Check Call Routing - Make sure calls are being routed correctly to the intended customer or queue. - Use the Flows section to trace the routing logic and ensure it ends at the correct customer. 7. Clear Console Cache (if applicable) - For browser-based consoles, clear cache and reload the page. - For desktop apps, ensure the latest update is installed. Still Not Working? If issues persist after the above steps: - Contact Evo Support with the affected user, approximate call time, and customer name. - Include any network screenshots, flow configuration, or console logs if available.

Last updated on Jul 30, 2025

Resolving T-Mobile Call Blocking with Error 32017 for Twilio Numbers

Overview If your outbound calls to T-Mobile numbers are being blocked with Error 32017, it's typically due to the number not being properly registered for A2P (Application-to-Person) messaging or flagged as spam. This guide outlines the steps needed to resolve the issue and ensure your Twilio numbers are compliant and trusted. Understanding Error 32017 - Error 32017 from T-Mobile indicates that a call or message is being blocked by the carrier due to: - Unregistered A2P number - Potential spam/scam detection - Caller ID (CNAM) not recognized - Missing SHAKEN/STIR authentication Resolution Steps 1. Register the Number as A2P with Twilio - Go to Twilio Console → Trust Hub - Register your business and link your phone numbers to the A2P 10DLC campaign. - Ensure the campaign is approved and active. - Use a registered number for calls and messaging. 2. Add CNAM (Caller Name) - Assign a valid CNAM (Caller ID name) to your number in Twilio. - Navigate to Phone Numbers > Manage > Active Numbers, select your number, and set CNAM. 3. Enable SHAKEN/STIR - SHAKEN/STIR signing authenticates your calls to reduce blocking. - Twilio does this automatically for registered numbers, but you may verify status via the Trust Hub or support. 4. Monitor Number Reputation - If a number has been flagged or reported, consider: - Rotating to a new number - Registering a new number under A2P 10DLC - Use services like FreeCallerRegistry.com to check your number’s reputation. 5. Contact Twilio Support - If the number is registered but still blocked: - Open a support ticket in Twilio - Provide sample call logs, error codes, and destination numbers Additional Best Practices - Use branded caller ID for better pickup rates. - Avoid high call volumes or short call durations, which may appear spammy. - Educate end users to save your number if it's used regularly. Need Further Help? If you're unsure whether your number is compliant or registered correctly: - Contact Evo Tech Support with: - Affected number(s) - Destination number(s) - Call timestamps - Twilio project SID (if available) We can help escalate the case with Twilio if needed.

Last updated on Jul 30, 2025

Is Having Multiple Phone Numbers Integrated Into the System Causing Frequent Phone Reset Issues?

Overview Some users report that having two or more phone numbers integrated with their Evo Voice softphone or device setup leads to frequent resets or instability. This article explores possible causes and provides steps to diagnose and resolve the issue. Possible Causes 🔁 SIP Registration Conflict - If both numbers are registered to the same device or softphone app, SIP conflicts may occur. - This can cause the softphone to restart or deregister one of the numbers. 📱 Softphone Configuration Overload - Some devices or apps (e.g., Zoiper, Linphone, Evo Console) may not support concurrent dual registrations well. - Resource conflicts can trigger resets or cause the app to crash unexpectedly. 🔐 License or Session Limits - If your Evo Voice license or provisioning is limited to one number per device, the second line may cause service interruptions. - Re-authentication attempts can force resets. ⚠️ Network or VPN Issues - Split registration of multiple numbers over fluctuating networks or VPNs can cause missed keep-alive signals and reboots. Troubleshooting Steps 1. Check Device or Softphone Logs - Look for SIP deregistration events or app crash reports. - If using mobile softphones, confirm if the crashes align with incoming calls or switches between numbers. 2. Review Your SIP Profile Configuration - Ensure that both numbers are not set to auto-register simultaneously on one device unless supported. - Use dedicated SIP profiles or split registrations across devices, if possible. 3. Test with One Number Only - Temporarily remove one number and monitor if the reset frequency decreases. 4. Check Network Stability - Perform ping or jitter tests, especially when switching between Wi-Fi and mobile data. 5. Verify Licensing and Provisioning Limits - Contact Evo Support to confirm your account settings or whether your plan supports multi-number setup on the same device. 6. Update or Reinstall Your Softphone - Ensure the latest version is installed. - Clear cached SIP credentials and reconfigure fresh. Recommendations - Use Separate Devices for each number if dual SIP registration is unsupported on your current setup. - Avoid Simultaneous Auto-Registration of both numbers on a single device unless explicitly supported by Evo Voice or your softphone app. - Contact Support if resets continue despite following the steps above—we can check back-end SIP logs or provide provisioning options.

Last updated on Jul 30, 2025

Troubleshooting Random Call Duplication or Double Listing on the Console Softphone

Overview If you're noticing that some calls appear twice or randomly reappear on the Evo Console softphone interface, this can lead to confusion in handling and routing calls. This guide outlines common causes and troubleshooting steps to resolve call duplication or ghost call display issues. Common Causes of Duplicate Call Listings Cause Description 🔁 SIP registration conflict The same extension may be registered on multiple devices, causing duplicate call logs. 🧠 Console display caching Temporary UI glitches can cause old or completed calls to reappear or remain on screen. 🔄 Network or latency issues Call updates may be delayed, causing duplicate logs when the state is refreshed incorrectly. ⚙️ Incomplete call teardown Calls not fully closed at the SIP level may appear twice or linger as active. 📲 Softphone and console overlap If both a softphone app and a console are registered to the same user, call logs may sync poorly. Troubleshooting Steps ✅ 1. Check SIP Registrations - Go to Endpoints > Registered Devices. - Confirm if the same extension is registered on multiple devices (softphone, console, mobile app). - If duplicates exist, consider unregistering one to test behavior. ✅ 2. Restart the Console or Browser - Fully close and reopen the Evo Console app or browser tab. - Refreshing the interface often clears lingering UI artifacts. ✅ 3. Update Console Software - Make sure the Console is running the latest version (especially important for desktop versions). - Older builds may have display or sync bugs that cause this behavior. ✅ 4. Check Call Flow for Duplicates - Use Flows > Call Logs or Analytics > Call Records to see if the duplicate is a real call or a phantom entry. - If only the console shows two entries and analytics shows one, it's a UI sync issue, not a routing one. ✅ 5. Clear Console Filters or View Settings - Reset any filters (e.g., queues, call types) that might be causing calls to appear under multiple categories. - Switch to “All Calls” view and back to refresh visibility. ✅ 6. Monitor and Collect Examples - Capture the timestamp, caller ID, and duplicate entries with screenshots. - Report repeated patterns to Evo Support for deeper analysis. Still Seeing Duplicate Calls? If the issue persists: - Provide Evo Support with: - Affected user(s) - Call timestamp(s) - Console version and browser/device used - Support can check SIP traces and server-side logs for anomalies.

Last updated on Jul 31, 2025

Resolving Missing Authorization Code Auto-Population When Patching Calls to Client Cell Phones

Overview When patching a call from the Evo Console or softphone to a client’s cell phone, the authorization code should automatically populate to ensure proper billing. If this step is skipped or fails, calls may go unbilled or be misclassified, affecting reporting and client accountability. Common Causes - Call is not routed through the correct billing flow or transfer method. - The system is not configured to inject the code on mobile forwarding. - Delay or misconfiguration in Dial Plan logic or patching script. - User performs a manual transfer instead of using the system-assigned patch option. Resolution Steps ✅ 1. Check Call Flow or Patching Node - Go to Flows > Nodes > Patching or Transfer Settings. - Confirm that the flow includes the instruction to append or trigger the client’s auth code. - Make sure the destination type is recognized as "client mobile" so the code logic applies. ✅ 2. Verify Authorization Code Is Set in Client Profile - Navigate to Customers > Client Profile > Billing Settings. - Ensure the authorization code is saved correctly for the affected client. - If not set, the system will skip the injection during patching. ✅ 3. Check for a Custom Dial String - If patching to mobile uses a dial string or SIP URI, verify that it supports code injection. - Confirm that there's sufficient pause timing or delimiter (e.g., commas ,) if the system is meant to auto-enter a code. ✅ 4. Test the Patching Method - Try using a different patch method (e.g., blind transfer vs attended transfer). - Some methods may skip the embedded code logic if not fully integrated. Workaround (Temporary Fix) If this issue persists: - Have agents manually add the code after transfer. - Or use a speed dial or patch option that includes the code: Example: +639123456789,,1234 (where 1234 is the auth code) Best Practices - Use standardized patching procedures with proper flow references. - Avoid manually dialing numbers unless specifically configured. - Train agents to confirm whether billing codes appear after the patch. Need Help? If this issue is recurring or affecting multiple clients: - Provide sample call logs - Specify which client and transfer method is affected Submit a ticket to Evo Support for further assistance.

Last updated on Jul 31, 2025

Resolving the Issue of EVO Voice App Not Ringing on Android Devices

Overview If the EVO Voice app on Android is not ringing or notifying of incoming calls, even after reinstalling and logging back in, the issue is typically related to push notification settings, battery optimization, or app permissions. This guide walks you through targeted steps to resolve this. Troubleshooting Steps ✅ 1. Enable Push Notifications for EVO Voice - Go to Settings > Apps > EVO Voice > Notifications. - Ensure "Incoming Calls" and "Critical Notifications" are enabled. ✅ 2. Disable Battery Optimization for EVO Voice - Go to Settings > Battery > Battery Optimization. - Find EVO Voice and set it to “Don’t Optimize”. - Some devices may require you to go to Special App Access > Battery Optimization instead. ✅ 3. Allow Background Activity - Go to Settings > Apps > EVO Voice > Battery. - Enable “Allow Background Activity” so the app stays active and receives call triggers. ✅ 4. Ensure App Has All Necessary Permissions - Go to Settings > Apps > EVO Voice > Permissions. - Make sure permissions for Phone, Microphone, Contacts, and Notifications are granted. ✅ 5. Check Do Not Disturb Mode - Go to Settings > Sound > Do Not Disturb. - Make sure EVO Voice is allowed to bypass DND. ✅ 6. Confirm Internet Stability - Ensure the device has a stable Wi-Fi or cellular connection. - The app may not receive push triggers if connectivity is poor or switching between networks. Advanced Checks - ✅ Try Logging Out and Back In Again after changing these settings. - ✅ Reboot the phone to reset app behavior. - ✅ If using multiple softphone apps, only one should be active at a time to avoid port or conflict issues. If the Issue Persists - Capture the app version, device model, Android version, and the time of the missed call. - Open a support ticket with Evo Tech to escalate further.

Last updated on Jul 31, 2025

How Can I Ensure That a DID Number Displays Correctly on the Console Screen Pop?

Overview When a call comes in, the Evo Console is expected to display the correct DID (Direct Inward Dialing) number along with the caller information. Sometimes, the screen pop may show incomplete, incorrect, or unexpected data. This article explains how to ensure the correct DID number is configured and how to test and troubleshoot the screen pop behavior for any client. Common Causes for Incorrect Screen Pop Display - DID not correctly assigned to the client account. - Call flow misconfiguration. - Delayed sync or cache issue. - Incorrect endpoint or user mapping. - Console app not updated or refreshed. Steps to Ensure Proper DID Display ✅ 1. Verify DID Assignment in Admin Panel - Navigate to Admin > Customers. - Select the appropriate customer (e.g., Integrity Construction or other). - Go to the Phone Numbers or DIDs tab. - Ensure the DID 181533 (or relevant number) is listed and marked active. 🔁 2. Check Inbound Flow Configuration - Navigate to Admin > Flows or Admin > Nodes. - Find the flow or rule handling the inbound call for that DID. - Confirm that the correct routing is in place (e.g., points to reception group, user, or auto-attendant). 👤 3. Verify User or Endpoint Assignment - Go to Admin > End Points or Admin > Users. - Make sure the DID is mapped to the intended recipient’s device or group. - Ensure that the recipient has the correct visibility or screen pop permissions enabled. 🔄 4. Refresh the Console - Have the user log out and log back in to the Evo Console. - If using the desktop app, perform a force quit and relaunch. - This step ensures that recent DID mapping or flow changes are reloaded. How to Test the Screen Pop Display 🧪 A. Manual Call Test 1. Use a separate device or mobile phone to call the DID in question (e.g., 181533). 2. Observe the Evo Console on the reception PC or intended recipient. 3. Confirm that the correct caller ID and DID number display in the screen pop window. 🧰 B. Use the Console Debug Tools (if enabled) - Right-click or open developer tools in the Evo Console (internal tool access may be required). - Check the incoming call payload to ensure the DID and linked customer are passed correctly. - Review logs for any misroutes or errors. 🔍 C. Confirm in Call Logs - Navigate to Admin > Logs or Call History. - Search for recent inbound calls to the DID. - Confirm that the call record matches the intended client and recipient. Next Steps If Issue Persists - Reassign or remove/re-add the DID to the client and re-test. - Contact Evo Support with: - The specific DID number. - Affected user(s) or endpoint(s). - Approximate time of test call. - Screenshot or video of the incorrect screen pop.

Last updated on Aug 01, 2025

Why Are No Calls Appearing for a User in the Console, and How Can This Be Resolved?

Overview If a user (e.g., "Ted") is not seeing any calls in the Evo Console, it could indicate a problem with their call routing, user assignment, endpoint configuration, or console sync. This article outlines the potential causes and actionable steps to restore normal call behavior. Possible Causes - User not assigned to the correct flow or ring group. - Console is not logged in or synced properly. - Device endpoint mismatch or offline status. - Node configuration or routing rules were recently changed. - User’s availability status (e.g., set to Do Not Disturb or Offline). Resolution Steps ✅ 1. Check Console Login Status - Ensure the user is properly logged in to the Evo Console. - If using the desktop app, confirm it's running and connected to the network. 🔄 2. Log Out and Re-Login - Have the user log out and log back in to refresh session and call visibility. 👥 3. Confirm User is Assigned to the Correct Flow or Group - Go to Admin > Flows and find the flow handling incoming calls. - Ensure the user is included in the ring group, hunt group, or transfer list. 📞 4. Test an Incoming Call - Place a test call to the main line or specific DID routed to the group/user. - Confirm if the user’s console rings or logs the call. - If not, check if others in the group receive the call—this helps isolate the issue. 🛠️ 5. Check Endpoint Mapping - Go to Admin > End Points or Users. - Verify that the user is mapped to an active and correct device or softphone endpoint. - Ensure the endpoint is online and registered. 🚫 6. Check User Availability Settings - In the Evo Console, check if the user has set themselves to: - Do Not Disturb - Offline - Forwarding Mode - Set to Available to ensure calls route correctly. Additional Troubleshooting Tips - Check if any scheduling rules are affecting the user’s availability. - Review Admin > Logs to trace if any calls were attempted for that user. - If calls route through a receptionist or automated menu, ensure the correct destination is being passed. Escalation If the above steps do not resolve the issue: - Gather: - User name (e.g., Ted) - Time and date of expected calls - Console screenshots (if applicable) - Report to Evo Support or your system admin for further log analysis.

Last updated on Aug 04, 2025

What Steps Can Be Taken to Resolve the Issue Where the System Automatically Displays the Details of a Previously Linked Client When Calling Any Extension?

Overview In some cases, when calling any extension within the Evo Voice system, the console or CRM integration may incorrectly display the details of a previously linked client—even if that client is unrelated to the current call. This issue can persist even if the PBX configuration appears to be correct. This guide outlines steps to isolate and resolve this behavior, which may stem from stale cached data, CRM mislinking, or extension mapping inconsistencies. Steps to Resolve the Issue 🔄 1. Clear Local Cache or Restart the Console App - Log out of the EVO Console. - Clear the app cache or browser cache (if using web version). - Restart the application to force a full reload of linked data. 🧩 2. Check CRM/Client Linkage Rules - Review integration rules that associate incoming calls or extensions with client data. - Make sure client lookups are based on correct identifiers (e.g., phone number, extension, or account ID). - Look for outdated mappings in your CRM or external integrations. 🧼 3. Verify and Remove Residual Soft-Link Data - Go to the affected client record. - Check for any soft links or auto-associations related to internal extensions. - Remove or correct old entries that may be reappearing due to CRM auto-match logic. 🧾 4. Check Extension Mapping in EVO Voice - Confirm the extension-to-user mapping under Admin > End Points or Users. - Ensure that the extension is correctly assigned to the current user or department. - Look for duplicate or reused extensions that could cause lookup conflicts. 🔍 5. Inspect Activity Logs - Review the activity or call logs to verify which number or extension is triggering the incorrect match. - Check whether the number passed into the CRM or console lookup matches the correct caller. 🔁 6. Sync or Rebuild Index - If you're using an integrated CRM or third-party sync tool, trigger a manual sync or rebuild the client data index. - This can resolve residual mismatches in cached relationship data. 👥 7. Engage the CRM or Evo Integration Team - If the above steps don’t resolve the issue, escalate the concern to the Evo support team or the integration vendor. - Provide a sample call instance, affected client name, and extension to aid investigation. Preventive Tip Ensure a consistent extension-naming and client-linking convention across all systems (PBX, EVO, CRM). Avoid reusing extensions for new clients without clearing old mappings.

Last updated on Aug 04, 2025

Why Did the Phone Line Become Disabled on Its Own Without Any Action from the User?

Overview If a phone line (softphone, desk phone, or endpoint) suddenly becomes disabled without any manual action by the user, this could be due to system triggers, connectivity issues, or backend configurations. This article outlines common causes and steps to investigate the issue. Common Causes 1. Network Connectivity Issues - Brief loss of internet or unstable connection may cause the line to unregister. - The system may mark the device as disabled after repeated failed registration attempts. 2. SIP Registration Failure - Incorrect credentials or port blocking can prevent successful SIP registration, triggering an automatic disable. 3. License Limit or Expiry - If licenses are dynamically managed, expired or reassigned licenses can disable the line. 4. Endpoint Conflict - If the same extension is registered on multiple devices simultaneously, the system may disable one to prevent conflicts. 5. Manual Disable from Admin Console - A system administrator may have disabled the line by accident or during maintenance without informing the user. 6. Security or Lockout Policy - Multiple failed login attempts or suspicious activity may trigger auto-disable as a security measure. 7. Scheduled Reboot or Remote Provisioning - During updates or provisioning pushes, phones can temporarily disable and re-enable, but may get stuck if there’s an error. Recommended Troubleshooting Steps 1. Check Device Network Status - Ensure the phone or softphone has a stable connection to the internet. 2. Reboot the Device - Power cycle the phone or restart the softphone app. 3. Check SIP Registration Logs - Go to the Admin Panel or Console Logs to verify if registration attempts failed. 4. Confirm with Admin - Verify if any admin-level changes or bulk updates were made to the user or extension. 5. Review Licensing and Assignment - Ensure the license is still active and properly assigned to the extension. 6. Re-enable from Console - Navigate to the user or endpoint settings and manually re-enable the line. Preventive Tips - Ensure proper internet connectivity and DNS settings on all devices. - Avoid registering one extension on multiple endpoints simultaneously. - Regularly update firmware/software to maintain stability. - Coordinate with the support/admin team before making account or routing changes.

Last updated on Aug 04, 2025

How Can I Resolve the Issue of My Phone Vibrating But Not Ringing Even Though the Volume Is at Maximum?

Overview If your device vibrates on incoming calls but does not produce any ringtone even though volume settings are at maximum, it typically indicates a notification permission, sound mode, or device-specific configuration issue. This guide will help you check and fix the problem. Troubleshooting Steps ✅ 1. Verify Silent or Do Not Disturb Mode Is Off - On Android: - Swipe down from the top to open Quick Settings. - Make sure Do Not Disturb is turned OFF. - Confirm the ringer icon is set to “Sound” (not “Vibrate”). - On iPhone: - Check the Mute switch on the left side of the phone. - In Settings > Focus > Do Not Disturb, make sure it is disabled. ✅ 2. Check App Notification Permissions - Go to: - Settings > Apps > EVO Voice (or your calling app) > Notifications - Confirm that “Allow Notifications” is enabled. - Confirm that Sound is set to ON. ✅ 3. Select a Valid Ringtone - Go to: - Settings > Sound & Vibration > Ringtone - Choose a ringtone other than Silent or None. - Tap Play to confirm it produces sound. ✅ 4. Verify Bluetooth Output - If connected to Bluetooth (headset or speaker), calls may ring there instead. - Turn off Bluetooth to see if calls ring through the phone speaker. ✅ 5. Test the Phone Speaker - Play music or a video to confirm the speaker works. - If no audio plays, this is a hardware issue, not a settings issue. ✅ 6. Reboot Your Phone - Restarting can clear temporary audio routing or notification conflicts. ✅ 7. Reinstall the EVO Voice or Softphone App - Uninstall and reinstall the app to reset notification channels. Extra Tip (Android) On some Android phones, you must: - Go to Settings > Apps > EVO Voice > Battery - Enable Allow background activity - Disable Battery optimization This ensures ringing alerts can trigger when the app is in the background. If the Problem Persists Provide: - Your device model and OS version - Whether other apps ring normally - Confirmation that you tested the speaker separately Then contact EVO Support for further assistance.

Last updated on Aug 04, 2025

How Do I Know When a Port Is Complete?

Overview: Porting a number involves transferring it from one carrier to another. Knowing when the port is complete ensures that services like voice and fax work without interruption. Here's how to verify port completion. Steps to Confirm Port Completion: 1. Check Porting Notification Email: - You will receive a confirmation email from the EvoTech porting team or provider (e.g., Twilio) when the port is successful. - Look for subject lines such as “Port Completed” or “Number Successfully Ported.” 2. Test the Number: - Dial the ported number from an external phone (e.g., mobile or landline). - Ensure the call routes to the intended EvoVoice destination (e.g., softphone, desk phone, voicemail). 3. Verify Inbound and Outbound Functionality: - Inbound: Receive calls to the ported number and check if they ring through properly. - Outbound: Place a call using the ported number as the caller ID (if configured). 4. Check EvoVoice Console: - Navigate to the Phone Numbers or Clients section and verify the ported number is listed and active. - Confirm routing rules and call flows are correctly assigned. 5. Monitor for Downtime or Routing Issues: - For the first 24–48 hours, monitor if any calls are failing or routing to the old carrier. - If problems persist, contact support to check propagation delays or carrier-level issues. 6. Update Client or End User: - Notify the client/contact once you've confirmed that both incoming and outgoing calls are working properly. Best Practice Tip: Always test multiple endpoints and document confirmation once the port is complete for audit and troubleshooting purposes.

Last updated on Aug 06, 2025

Troubleshooting: 3CX Desk Phone Shows "No Service" While 3CX Mobile App Works

Overview If a 3CX desk phone displays "No Service", but the 3CX mobile app is working normally, it usually indicates a registration or network connectivity issue specific to the desk phone. This means the 3CX server is reachable and the extension is active, but the desk phone is unable to connect. Possible Causes 1. Network connectivity issues (LAN, switch port, or firewall rules). 2. SIP registration failure on the desk phone. 3. Incorrect extension or provisioning settings. 4. VLAN or PoE configuration problems. 5. Firmware incompatibility or outdated phone firmware. Step-by-Step Troubleshooting 1. Check Network & Cabling - Ensure the phone is properly connected to the network (try a different Ethernet cable or port). - If using PoE, verify the switch port provides enough power. - If using an external power adapter, confirm it’s functional. 2. Verify IP Address - On the phone menu, navigate to Status / Network Settings. - Confirm it has a valid IP address in the correct subnet. - If no IP is assigned, check the DHCP server and switch configurations. 3. Test Network Connectivity - Ping the 3CX server from a PC on the same network as the phone. - If ping fails, check firewall or routing rules. 4. Re-Provision the Phone - In the 3CX Management Console, locate the extension > Phone Provisioning. - Select the phone and click Reprovision. - If that doesn’t work, delete the phone from the extension and re-add it using the correct provisioning method (Plug & Play, DHCP option 66, or manual provisioning file). 5. Check Extension Registration - In the 3CX Management Console > Extensions, confirm the extension is Registered for the desk phone. - If it shows Unregistered for the desk phone but Registered for the mobile app, the issue is isolated to the phone hardware/network. 6. Review VLAN & QoS Configurations - If the network uses VLAN tagging for voice, ensure the desk phone is assigned the correct VLAN ID. - Misconfigured VLANs will prevent the phone from connecting. 7. Update Firmware - Download the latest supported firmware from 3CX or the phone manufacturer. - Apply the update and re-test registration. 8. Factory Reset & Re-Provision - If the issue persists, factory reset the phone: - Power off the phone, hold the reset key, power on, and keep holding until the reset process begins. - After reset, re-provision the phone from the 3CX Management Console. If the Issue Persists - Test the phone on another working network to rule out local network/firewall issues. - Replace the phone to confirm if it’s a hardware fault. Related Articles - 3CX Phone Provisioning Guide - 3CX Supported IP Phones & Firmware - Troubleshooting Extension Registration Issues

Last updated on Aug 08, 2025

Troubleshooting eFax Failures to Specific Fax Numbers Not Recognized by the System

Overview This guide helps resolve issues when sending eFaxes to certain fax numbers that the system does not recognize or rejects. The issue often occurs when the fax number is incorrectly formatted, missing from the system configuration, or incompatible with the eFax service. Steps to Troubleshoot 1. Verify the Fax Number Format - Ensure the fax number is entered in E.164 format: - US Example: +1 555 123 4567 - AU Example: +61 2 9876 5432 - Avoid spaces, parentheses, or dashes when possible. - If the receiving fax requires a specific dialing prefix (e.g., 9 for an outside line), confirm if it should be included. 2. Check if the Fax Number Exists in Evo Voice - Some eFax routes may require the fax number to be set up in the Evo Voice system before sending. - If the fax number is not in the system: - Follow our guide: Setting Up New Fax Lines in Evo Voice 3. Confirm Fax Service Routing - In Evo Voice, ensure the sender's fax line is configured to use the correct fax provider route. - If multiple fax providers are in use, test sending via a different route if available. 4. Test with Another Fax Destination - Send a test fax to a known working number (such as your own or a test line) to confirm your line is functioning. - If other numbers work but one specific number fails, it could be an issue on the receiving fax machine’s side. 5. Contact Evo Support If the issue persists: - Gather: - The problematic fax number - Date/time of the failed attempt - Error message (if displayed) - Open a support ticket so Evo Tech can investigate the logs and verify connectivity. Summary Incorrect fax number formatting or missing fax line setup is the most common cause of eFax failures to specific numbers. Always verify format, ensure the fax number exists in Evo Voice, and test with alternative numbers before escalating.

Last updated on Aug 08, 2025

Ensuring the Correct Caller ID is Displayed When Using Twilio Services

Overview When placing outbound calls using Twilio, the Caller ID displayed to the recipient depends on your Twilio number configuration, verified numbers, and the destination's carrier rules. If the wrong Caller ID appears, it can impact call pickup rates and trust. This guide covers how to configure and verify your Caller ID settings to ensure correct display. 1. Use a Verified Number - If you’re calling from a number you own outside of Twilio, you must verify it in Twilio Console before using it as your Caller ID. - Go to Twilio Console → Verified Caller IDs → Add a New Caller ID. - Enter the number and complete the verification process (Twilio will call or text a code to confirm). 2. Configure the Outbound Caller ID in Your Application - In your Twilio app or API call, set the From parameter to the verified number or Twilio-provided number you want displayed. - Example API request: curl -X POST <https://api.twilio.com/2010-04-01/Accounts/ACxxxxxxx/Calls.json> \\ --data-urlencode "To=+1234567890" \\ --data-urlencode "From=+1987654321" \\ --data-urlencode "Url=https://myapp.com/voice" \\ -u ACxxxxxxx:your_auth_token 3. Check CNAM Registration (For US Numbers) - In the US, Caller ID name (CNAM) is managed by carriers, not Twilio directly. - If you want your business name to display instead of just the number: - Contact Twilio Support to request CNAM registration. - CNAM display is not guaranteed as some carriers may override it. 4. Be Aware of Caller ID Restrictions - Local regulations may require you to use a number that matches the country you’re calling. - Some countries block or replace Caller IDs that do not meet their rules. - Mobile networks may override your Caller ID to show "Unknown" or a generic name. 5. Test Your Caller ID - Make test calls to different carriers (mobile, VoIP, landline) to verify display. - Check from different locations if possible, as Caller ID behavior can vary. 6. Troubleshooting If the wrong Caller ID displays: 1. Verify the number is correctly set in your Twilio application. 2. Confirm the number is verified in Twilio Console. 3. Check if the call is being sent through the correct Twilio subaccount or trunk. 4. Contact Twilio Support with Call SID examples for further investigation. ✅ Tip: For consistent branding in outbound calls, purchase a Twilio number in the target country and register it for CNAM when available.

Last updated on Aug 10, 2025

How to Troubleshoot Call Connection Issues on Polycom Devices Where Calls Connect Instead of Disconnecting When Hanging Up

Sometimes, Polycom desk phones may exhibit unusual behavior where a call connects instead of disconnecting when the handset is placed back in the cradle or the call is ended. This issue can be caused by SIP signaling misconfiguration, firmware issues, or PBX settings not syncing properly. Step-by-Step Troubleshooting Step 1: Verify Physical Setup 1. Ensure the hook switch on the handset is not stuck or obstructed. 2. Disconnect and reconnect the handset cable to confirm there’s no physical hardware fault. 3. If using a headset, unplug it temporarily to see if the behavior persists. Step 2: Restart the Polycom Device 1. Press the Home/Menu button. 2. Navigate to Settings → Basic → Restart Phone. 3. Wait for the phone to reboot and retest the call behavior. Step 3: Check SIP Signaling Settings 1. Log in to the phone’s Web Configuration Utility (enter the phone’s IP address into a browser). 2. Go to Settings → SIP → Call Handling. 3. Ensure that On Hook action is set to terminate calls rather than initiate them. 4. Save and reboot the phone. Step 4: Update Polycom Firmware 1. In the phone’s Web Config, navigate to Utilities → Software Upgrade. 2. Select the latest supported firmware version for EVO Voice. 3. Update and reboot the phone. - If you’re unsure of the recommended version, refer to the Evo Voice KB article: Updating Desk Phone Firmware. Step 5: Reprovision the Phone 1. In the EVO Voice Admin Console, navigate to Endpoints. 2. Locate the Polycom device and click Reprovision. 3. Confirm that the provisioning server URL and SIP account credentials are correct. 4. Reboot the phone to pull the updated configuration. Step 6: Test on Another Device - If possible, test the same extension on another Polycom phone. - If the issue does not occur on the other device, the original phone may require a factory reset. Step 7: Perform a Factory Reset (if needed) 1. On the phone, go to Settings → Advanced → Admin Settings → Reset to Defaults → Reset to Factory. 2. Reprovision the phone from EVO Voice after the reset. Additional Notes - This behavior can also happen if call pickup or intercom features are incorrectly triggered when hanging up. Double-check custom key assignments in the phone configuration. - If the problem persists, open a support ticket with Polycom support or Evo Voice technical support for deeper SIP log analysis.

Last updated on Aug 11, 2025

How to Enable Supervised (Attended) Call Transfer on Desk Phones

By default, many desk phones—especially in Evo Voice setups—use blind transfers, where calls are forwarded without announcing them. Supervised (attended) transfers, however, allow the transferring party to speak with the recipient first before completing the transfer. Here’s how to enable and use supervised transfers on compatible devices. What Are Blind vs. Supervised Transfers? - Blind Transfer (also known as cold or unsupervised): The call is transferred immediately without notifying the recipient. - Supervised Transfer (also known as warm or attended): You hold the caller, ring the recipient, speak to them first, then complete the transfer. (Bicom Systems, onsip.com) Steps to Enable and Perform Supervised Transfers 1. Confirm Your Desk Phone Supports Supervised Transfers - On many Polycom or similar SIP desk phones, both blind and attended transfers are supported. - To perform a supervised transfer: 1. During the call, press the Transfer (or Trans/Trnsfr) soft key. 2. The caller is placed on hold. 3. Dial the target number. 4. Wait for the recipient to answer, announce the call, then press Transfer again to complete. (ws.fusionconnect.com) 2. Configure Button Mode for Supervised Transfer (Where Applicable) - On some models like Yealink, you can alter the behavior of the transfer button via the Web GUI: - Navigate to Features → Transfer - Set the Transfer mode to Attended Transfer or Supervised instead of Blind (Bicom Systems) 3. Enable Supervised Transfers in Evo Voice Settings - Access the Evo Voice Admin Console and go to Endpoints → select the phone/device. - Under Transfer Settings, locate and enable Attended (Supervised) Transfer if the option exists. - Save and apply the settings, then reprovision the device to pull the new configuration. 4. Test the Supervised Transfer - Initiate a call to your phone. - While on the call: 1. Press Transfer 2. Dial another internal extension or external number. 3. Wait for the call to be answered. 4. Press Transfer again to complete the supervised handoff. - Confirm the caller is connected successfully and the calling party is no longer on the line. Troubleshooting Tips Problem Solution No attended option on phone Verify device supports it; check phone firmware. Transfer defaults to blind mode Adjust transfer mode in device GUI or Evo settings. After transfer, caller remains Ensure correct button sequence—dial, wait, then transfer. Device lacks provisioning updates Reprovision the endpoint in Evo Voice console. Related Evo Voice KB Articles - Endpoints Overview - Reprovisioning Devices (Flush Call feature / debug tools) - Call Flow Setup & Dial Plan Configuration

Last updated on Aug 11, 2025

How to Verify the Completion of Phone Number Porting and Ensure Uninterrupted Service During Carrier Transition

Overview Porting a number involves transferring it from one carrier to another. Knowing when the port is complete and ensuring continuous service during the transition are critical to avoid missed calls or service downtime. Steps to Confirm Port Completion 1. Check Porting Notification Email Look for a confirmation email from the EvoTech porting team or provider (like Twilio) with subject lines such as “Port Completed” or “Number Successfully Ported.” 2. Verify in the Evo Voice Console Go to Phone Numbers in the admin portal and confirm the number: - Appears as active - Has correct routing rules and call flows assigned 3. Test Call Routing - Inbound Test: Call the ported number from a different phone or network to ensure it rings the expected endpoint (desk phone, softphone, voicemail, etc.). - Outbound Test: Making a call using the newly ported number and verify that the correct Caller ID appears. 4. Monitor Service for 24–48 Hours During the initial period, monitor for: - Calls still routing to the old carrier - Any dropped or misrouted calls Document testing results and flag any anomalies promptly. 5. Notify Stakeholders Once confirmed working, inform clients or end users that the port is successful and the number is live. Ensure Uninterrupted Service During the Port - Keep the Old Carrier Active Until Port Completes Do not cancel or disconnect the old service before the porting process finishes. - Set Up Temporary Call Forwarding (Optional) To avoid missed calls during transfer, forward calls from the old carrier number to EvoVoice until port confirmation. - Test from Multiple Networks Have different users or devices (landline, mobile, VoIP) dial the number to confirm consistency. Escalation: When to Contact Support If the number isn’t routing correctly within 4 hours after the port completion time, reach out to EvoVoice Support with: - Port completion timestamp - Examples of failed call attempts (timestamps, from/to details) - Your routing setup as shown in the Evo Voice portal Best Practice Tip Always test multiple endpoints and retain documentation once the port completes for auditing and easy troubleshooting. Related Evo Voice KB Article - How Do I Know When a Port Is Complete?

Last updated on Aug 14, 2025

Troubleshooting Calls Marked as Spam or Blocked by Destination Carriers

Overview This article explains how to troubleshoot and resolve issues where outbound calls from Evo Voice numbers are being marked as “Spam” or are rejected by the recipient’s carrier (e.g., AT&T, Verizon, T-Mobile). This issue typically arises due to spam labeling or call blocking systems managed by the recipient’s carrier or their analytics partners. Symptoms - Outbound calls display as “Scam Likely” or “Spam Risk” on the recipient’s phone. - Calls are not connecting or are being immediately rejected. - The Evo Voice app shows a SIP Status 603 (“Declined”) response from the destination carrier. Root Cause Major U.S. carriers such as T-Mobile and Verizon use analytics systems to detect potential spam or fraudulent call patterns. Legitimate business calls may be incorrectly marked as spam due to: - High outbound call volume patterns - Recent number assignment - Mismatch or missing CNAM (Caller Name) data - Inconsistent call routing or caller ID configuration This filtering is controlled by the recipient’s carrier or their analytics partner, not by Evo Voice or Twilio. Resolution Steps Step 1: Register Your Toll-Free Numbers Register your toll-free numbers with carrier analytics registries to verify legitimacy and reduce the likelihood of spam tagging. For example: - T-Mobile: https://callreporting.t-mobile.com/ - First Orion (T-Mobile’s analytics provider): https://portal.firstorion.com - Verizon: https://www.voicespamfeedback.com/vsf - Free Caller Registry: https://freecallerregistry.com/fcr These registries work with major U.S. carriers to verify numbers and improve call delivery accuracy. Step 2: Update or Add CNAM (Caller Name) Ensure your Caller Name (CNAM) is properly registered for all outbound numbers. This helps display accurate information to recipients and may improve answer rates. You can request CNAM updates through Evo Voice Support or by completing the CNAM registration form provided by the support team. Step 3: Validate Call Configuration 1. Confirm that each number is assigned correctly under the intended company or user profile in Evo Voice. 2. Check Endpoints → Numbers to ensure routing is configured properly. 3. Review outbound caller ID settings in Flows → Outbound Rules to confirm that the correct number is being used. Step 4: Test Calls After updates, perform a few test calls to multiple carriers (AT&T, Verizon, T-Mobile). Monitor if the “Spam” or “Scam Likely” label is removed within 24–48 hours after registration and CNAM updates. Additional Notes - Spam labeling removal is not instant. It may take several days for carrier databases to update. - Evo Voice and Twilio cannot directly control or override carrier spam filters. - Ensure your business maintains consistent, legitimate call behavior to avoid future false positives. Related Evo Voice Articles - How to Ensure the Correct Caller ID is Displayed When Using Twilio Services - Configuring Outbound Caller ID Settings - Understanding and Troubleshooting SIP Error Codes

Last updated on Oct 08, 2025