Learn how to enable Caller ID in the Vault App for iOS and Android.

This article covers:

• Set up Caller ID on Android
• Set up Caller ID on iOS
• Populate the Caller ID Database (optional)
• Refresh the Caller ID Database (Optional)

With Caller ID enabled, your Vault contact names will appear when someone from your database calls you—making it easier to recognise who’s calling.

Set up Caller ID on Android

To enable Caller ID on Android, you’ll need to install a companion app and grant a few permissions.

1. Open the Vault App > Tap Settings
2. Tap System & Caller ID
3. Tap Caller ID Companion App
   
4. If you're not taken to the Google Play Store, tap to open it
5. Download and install MRI Vault CRM: Caller ID
6. Once installed, open the Caller ID App
7. If asked to:

• Allow Caller ID to access your contacts > Tap Allow
• Allow Caller ID to send you notifications > Tap Allow
• Allow Caller ID to make and manage phone calls > Tap Allow
• (Optional) Screen Overlay Permission Request > Tap Continue > Tap the toggle to enable
  

8. Tap the Tap Enable Caller ID toggle to enable
9. Toggle the setting to Allow the Caller ID app to appear on top
10. Call screening permission request > Tap Continue
11. Tap Caller ID as your default caller ID and spam app
    
12. Once Caller ID is enabled, tap to open MRI Vault CRM
    

Set up Caller ID on iOS

iOS handles Caller ID through system settings. Here’s how to enable it.

1. Open the iOS Settings app
2. Go to Phone > Caller Blocking & Identification
3. Toggle MRI Vault to On
   

Populate the Caller ID Database (optional)

Populating the database ensures your contact list is up to date for Caller ID.

1. Open the Vault App
2. Tap the Settings icon (top-left corner of the Dashboard)
3. Tap System & Caller ID
   
4. Tap Populate Caller ID Database

This also updates the Caller ID list if it has changed.

Refresh the Caller ID Database (Optional)

Refreshing the database forces an update of your contact list for Caller ID purposes.

• When to use this - Vault automatically updates the Caller ID database nightly. However, if you’ve recently added new contacts and want them to appear immediately, follow these steps

1. Open the Vault App
2. Tap the Settings icon (top-left corner of the Dashboard)
3. Tap System & Caller ID
   
4. Tap Refresh Caller ID Database

This triggers iOS to reprocess and insert new contacts into the Caller ID system.