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Update your Caller ID+ notification settings

Turn Caller ID+ call pops on or off and change how they appear in your Steer CRM account.

Caller ID+ displays an incoming call pop in Steer CRM when a call rings the extension assigned to your user. You can turn the feature on or off and choose how the pop appears from your account settings.

Before you start

For Caller ID+ to work, a Steer Phones administrator must:

  1. Connect Steer Phones to Steer CRM with a webhook endpoint and signing secret in Steer CRM Settings > Communications > Calls.
  2. Add the events call.ringing, call.answered, and call.ended, and enable extended data.
  3. Assign your extension in Steer CRM Settings > Users by selecting your user, opening the phone section, choosing Steer Phones, and entering your extension.

Each user who should see call pops must have their own extension entered, even if that extension is part of a ring group.

Open notification settings

  1. In Steer CRM, open your profile menu and select My Account.
  2. Select Notifications.

Change Caller ID+ settings

Find the Caller ID+ section. You can adjust the following:

  • Caller ID+ — turn the feature on or off.
  • In-app notifications — show or hide the Caller ID+ pop inside Steer CRM.
  • Sidebar — choose whether the Caller ID+ panel appears in the sidebar.
  • Compact View — show a smaller, condensed caller card.
  • Auto-Close — automatically close the caller card when the call ends.

Save your changes

Select Save. The updated settings apply to your account on the next incoming call.

Expected result

When Caller ID+ and In-app notifications are on and a call rings your assigned extension, a caller card opens in Steer CRM with the caller’s details. If the caller is a known customer, the card shows the matching customer record.