What each line is for, and what it shows when you dial out

Each number carries a purpose (main, sales, project management, service, office), an overflow choice, and which caller ID it presents on outbound calls.

What it is

Per-line configuration beyond ownership: the line's job, whether unanswered calls overflow to the main line or not at all, and whether outbound calls from that line show its own number or the main one.

Also called: main line vs sales line · line type · which number do customers see · overflow to the main line

See it
What each line is for, and what it shows when you dial out
Area
Operations
Group
Numbers
System
Phone System
Solves
3 named problems
01purpose is whitelisted server-side as well as in the database CHECK, so a bad value fails with a sentence rather than a constraint error
02overflow is 'none' or 'main_line'
03outboundCallerId is 'own_line' or 'main_line'
A number row with a 'Line type' selector open showing Main line / Sales / Project management / Service / Office. PhoneNumbersTab.tsx. Sample data — no customer information appears here.
How it works
  1. 1purpose is whitelisted server-side as well as in the database CHECK, so a bad value fails with a sentence rather than a constraint error
  2. 2overflow is 'none' or 'main_line'
  3. 3outboundCallerId is 'own_line' or 'main_line'
  4. 4Position lives on the LINE, not the person — the person's position is their team role, and it must survive them leaving
Why we built it

Reading phone activity per person breaks the moment someone leaves — their role goes with them and the history stops making sense. What a line is for belongs to the line, not to whoever currently holds it. Each number carries a purpose (main, sales, project management, service, office), an overflow choice and the caller ID it presents on outbound calls, which is what lets number health and callback accountability be read per function instead of per individual.

The problem
  • Undifferentiated numbers with no stated role
  • Inconsistent outbound caller ID
  • Line role lost when the person holding it leaves
Sound familiar?
What you get
A stable published identity for outbound calls
Overflow behaviour decided per line
Roles that survive staff turnover

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