# How To: Caller ID/LCP Settings & Call Interceptor Program ## CallerIDs/LCP & Call Interceptor System: ### A How To Guide for PDs The Realtime CallerID Adjustment System is the single, authoritative source for managing the outbound CallerID numbers used on your studies -- no more dropping or relaunching a job just to update the number list, and no separate Survox or MAXWell setup steps required. When active on a study, this system controls the CallerID used on outbound calls in real time. Changes made here take effect on the very next call -- instantly, with no reload required. Five modes are available per study, switchable any time: - **Use List** -- Rotates through the phone numbers you type in below, one per call, in the order you entered them. - **Use LCP** -- Automatically picks a number that shares the same area code as the number being dialed, from the shared master list. No numbers to type in -- this list is maintained outside the portal. - **Use TF** -- Rotates through the toll-free numbers in the shared master list. This is NOT a brand-new random pick on every call -- one random starting point is chosen, then it moves through the toll-free list in straight round-robin order call after call, the same way List mode does. - **Use Random** -- Rotates through the non-toll-free numbers in the shared master list. Same as TF above -- NOT a brand-new random pick every call, just a random starting point followed by straight round-robin rotation through that list. - **Disable (Use Survox List)** -- Turns rotation off for this study. Warning: this does not simply turn rotation off and leave your old CallerID behavior in place -- it will cause 856-874-9001 to be used as the CallerID for ALL calls in this study, unless a different number or list is set in the study's Dialer Config screen in Survox AND the study is reloaded. *Note: If a job does not exist yet in the Realtime CallerID Adjustment System, it will automatically be created once a call is dialed on it, and defaulted to LCP mode until it is set up with a different mode.* Switching between modes preserves your existing list in the background, so you can flip back and forth without losing your work. ## Using the Realtime CallerID Adjustment System In MAXWell, click on the "Realtime CallerID Adjustment System" menu/box. [![image.png](https://portal.maxresinc.com/kb/uploads/images/gallery/2026-07/scaled-1680-/pkPimage.png)](https://portal.maxresinc.com/kb/uploads/images/gallery/2026-07/pkPimage.png) [![image.png](https://portal.maxresinc.com/kb/uploads/images/gallery/2026-07/scaled-1680-/P2Timage.png)](https://portal.maxresinc.com/kb/uploads/images/gallery/2026-07/P2Timage.png) ### Create New Job / Edit Existing Job Self-explanatory -- choose whichever applies to your situation. If your job does not exist yet in the system, it will be created automatically once a call is dialed on it, and defaulted to LCP mode until you set it up with a different mode. ### Mode Selection Choose the mode for the study: Use List, Use LCP, Use TF, Use Random, or Disable. See the mode descriptions above for details on each. [![image.png](https://portal.maxresinc.com/kb/uploads/images/gallery/2026-07/scaled-1680-/7Nbimage.png)](https://portal.maxresinc.com/kb/uploads/images/gallery/2026-07/7Nbimage.png) ### Study Name This field MUST match the Survox study name letter for letter. Case does not matter. *If the Study Name does not match exactly, the system won't recognize it as the same job. Since the Interceptor auto-creates a job the moment a call is dialed, a mismatch results in TWO jobs existing for the same study -- the one you manually created, and a separate auto-generated one (defaulted to LCP) under the name Survox is actually sending. For example, if you create a job called "oh\_state" but the Survox study name is actually "ohstate," you will end up with two separate jobs listed: your "oh\_state" job, and an auto-generated "ohstate" job.* ### Phone Numbers Paste in the actual numbers you want to use, one per row. This field is only valid if using "Use List" mode. [![image.png](https://portal.maxresinc.com/kb/uploads/images/gallery/2026-07/scaled-1680-/U5simage.png)](https://portal.maxresinc.com/kb/uploads/images/gallery/2026-07/U5simage.png) When you are happy with your selections, click the green "Submit" button at the bottom. Your new Interceptor task will be created and active immediately. ### Edit Existing Job The only real difference here is that the Study Name type-in box becomes a dropdown, letting you select an existing project. All other steps and notes covered above are the same. [![image.png](https://portal.maxresinc.com/kb/uploads/images/gallery/2026-07/scaled-1680-/KsNimage.png)](https://portal.maxresinc.com/kb/uploads/images/gallery/2026-07/KsNimage.png) There are 2 additional options available when editing an existing job: [![image.png](https://portal.maxresinc.com/kb/uploads/images/gallery/2026-07/scaled-1680-/TGJimage.png)](https://portal.maxresinc.com/kb/uploads/images/gallery/2026-07/TGJimage.png) If you plan to remove a study, it's recommended to use Download List right beforehand to save a record of the settings -- though this is completely optional. - **Download List** -- Creates a txt file for you to save when a project is done, so you can store the settings for later reference, should the job come back, or if someone asks how it was set up. - **Remove Study** -- Completely DELETES the project from the Interceptor program. This should ONLY be done after a project has concluded fielding and is billed. Doing so helps keep the database at a minimum and running smoothly. *Note: If a study is removed prematurely, the system will only recreate the job (defaulting it back to LCP mode) once a call is actually dialed on it afterward.* ### Notes - Numbers and Mode changes are INSTANT, starting with the very next call. - All changes are logged and stored for historic reference (Brian access needed to view logs). - Adding a number into a list multiple times "weights" it, so it gets used more frequently. ## Verifying Your Changes To check your changes are working, you can view the Realtime Dashboard from MAXWell's Number Management Portal. You should see the changes reflected within a few minutes. [![image.png](https://portal.maxresinc.com/kb/uploads/images/gallery/2026-07/scaled-1680-/0zmimage.png)](https://portal.maxresinc.com/kb/uploads/images/gallery/2026-07/0zmimage.png) - If you switched modes or added new numbers to a List, you should start seeing new numbers appear with calls from them in the table for the study. - If you removed a number from a List, or switched away from a mode, the numbers no longer in use should stop incrementing shortly (calls still live from before the change can still cause minor increases). [![image.png](https://portal.maxresinc.com/kb/uploads/images/gallery/2026-07/scaled-1680-/bCbimage.png)](https://portal.maxresinc.com/kb/uploads/images/gallery/2026-07/bCbimage.png) ## Common Problems Q&A **Q: I created a job, but the calls are still using the wrong CallerIDs. What happened?** A: This is almost always a Study Name mismatch. Since the system auto-creates a job the moment a call is dialed, a mismatch results in TWO jobs existing for the study -- the one you manually created, and a separate auto-generated one (defaulted to LCP) under the name Survox is actually sending. Double check the dropdown/job list for a similarly-named duplicate job. **Q: What actually happens if I use Disable mode?** A: All calls on that study will use 856-874-9001 as the CallerID -- this is not the same as "leaving CallerID behavior alone." This should be avoided in almost all cases. If you do need to use it intentionally, a list must also be set in the study's Dialer Config screen in Survox, AND the study must be reloaded, or every call will go out on 856-874-9001. **Q: What's the difference between Use TF and Use Random?** A: Use TF rotates through the toll-free numbers in the shared master list; Use Random rotates through the non-toll-free numbers in that same list. Neither one picks a brand-new random number on every call -- each picks one random starting point, then moves through its list in straight round-robin order from there, the same way List mode does. Note: switching modes resets the last number used, so if you switch back to either of these modes later, it could start at a different spot in the list. **Q: When should I use Remove Study?** A: Only after a project has finished fielding and has been billed. It's a good idea to use Download List first to save a copy of the settings before removing. If a study is removed prematurely, the system will simply recreate the job (defaulted back to LCP mode) the next time a call is actually dialed on it. **Q: When should I create my Study?** A: Unlike survox, you can make these projects at anytime, as long as you know what the programmer is using as the studycode.