Customizing line names for IP phones


Account owners and admins can set the default line display on IP phones to show a customized combination of user attributes such as first name, last name, display name, extension, and DID number. They can choose at least three attributes and specify the order in which they will be displayed on the screen. This feature allows for a more personalized experience for users, making it easier for them to identify their extension or share it with others.

When account owners and admins customize the line name, the line name template will be applied to all the devices on their account.

Notes:

This article covers:

Prerequisites for customizing line names for IP phones

How to enable or disable Customize Line Name

Account

To enable or disable Customize Line Name for all users in the account:

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Account Management then Account Settings.
  3. Click the Zoom Phone tab.
  4. Under General, click the Customize Line Name toggle to enable or disable it.
  5. If a verification dialog displays, click Enable or Disable to verify the change.
  6. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
  7. Customize the line name.

Site

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Phone System Management then Company Info.
  3. Click the display name of the site you want to manage.
  4. Click the Policy tab.
  5. Under General, click the Customize Line Name toggle to enable or disable it.
  6. If a verification dialog displays, click Enable or Disable to verify the change.
  7. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
  8. Customize the line name.

Phone user or Common Area

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Phone System Management then Users & Rooms.
  3. Click the Users or Common Areas tab.
  4. Click the name of the phone user or common area you want to manage.
  5. Click the Policy tab.
  6. Under General, click the Customize Line Name toggle to enable or disable it.
  7. If a verification dialog displays, click Enable or Disable to verify the change.
  8. (Optional) To prevent all users in your account from changing this setting, click the lock icon , and then click Lock to confirm the setting.
  9. Customize the line name.

How to customize the line name

  1. Enable the Customize Line Name setting.
  2. Under User Line Name, click the dropdown menu and select from the following options:
    Note: If the phone number is not assigned, the user’s display name will be displayed.
    • Phone Number (default)
    • Extension Number
    • User's Display Name
    • User's Display Name + Extension Number
    • First Name + Extension Number
    • First Name + Last Name + Extension Number
  3. Under Common Area Line Name, click the dropdown menu and select from the following options:
    Note: If the phone number is not assigned, the common area’s display name will be displayed.
    • Phone Number (default)
    • Extension Number
    • Common Area's Display Name
    • Common Area's Display Name + Extension Number
  4. Click Save.
    A confirmation window will appear, informing you that the changes will take effect with the next re-sync or auto-pulling and that you can perform a Restart on the device(s) if change is needed immediately.
  5. In the confirmation window, click Confirm.

The changes will take effect immediately. Your devices will restart when it’s not in a call. This will not disrupt any ongoing calls.