Contacts Overview
Yeastar Contacts feature allows users to store external contacts outside of your company on PBX, access and call these contacts on endpoints (IP phone and Linkus UC Clients) where their extensions have been registered.
Contacts
Yeastar P-Series PBX System supports two types of contacts:
- Personal Contacts
- Personal Contacts is exclusive to each extension user, allowing extension users to create and store a number of personal contacts (such as direct customers) on their own Linkus UC Clients.
- Company Contacts
- Company Contacts is shared among authorized users, allowing you and the authorized extension users to create and store a number of company-shared contacts (such as company's customers, resellers, or partners) on PBX web portal and Linkus UC Clients.
Phonebook
Phonebook is a value-added service for Company Contacts, allowing for grouping company contacts into organized phonebooks and implement robust control over access to each phonebook.
- Types of phonebooks
- Yeastar P-Series PBX System supports two types of phonebooks:
- Visibility of phonebooks
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By default, phonebook is invisible to extension users, so they are unable to reach out to the external contacts from their IP phones or Linkus UC Clients.
You can assign the view permission of phonebooks to allow specific extension users to connect with external contacts via calls, or assign the management permission to allows for the co-management of phoneboooks.
For more information, see Set up Contact Visibility.
Restrictions
Before you start using the Contacts feature, check against the following tables to fully understand the restrictions.
- Number of contacts
- The table below shows the maximum number of contacts supported on Yeastar P-Series PBX System.
- Available features
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Yeastar P-Series PBX System supports multiple types of plans - Basic Plan, Standard Plan, Enterprise Plan, and Ultimate Plan. Some features are available across all plans, while others are exclusive to specific plans.
The table below shows the features included in each plan.
Key Feature Basic Plan / Standard Plan Enterprise Plan / Ultimate Plan Group company contacts into phonebooks × √ Sync contacts from external sources (CRM, helpdesk, database, etc.) × √ Sync contacts across Linkus UC Clients √ √ Sync contacts on IP phones √ √ Identify incoming calls √ √ Route inbound calls by matching phonebooks × √
- Available operations
- Super administrator and the extension users with Administrator role assigned or phonebook permission assigned can view and manage company contacts from PBX web portal, Linkus UC Clients, and IP phones.