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.

Types of external 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 Linkus UC Clients.
Note: Each user's Personal Contacts is only visible to himself or herself.
For more information, see the following topics:
Company Contacts
Company Contacts is shared among authorized users, allowing you and the authorized users to create and store a number of company shared contacts (such as company's customers, resellers, and partners) on PBX web portal and Linkus UC Clients.
You can add company contacts manually, import company contacts, synchronize contacts from external sources (such as database, CRM, helpdesk, etc.), and the authorized users can add company contacts on Linkus UC Clients.
For more information, see the following topics:

Phonebook

Phonebook is a value-added service for Company Contacts, which allows authorized users to group company contacts into phonebooks, and implement robust control over access to each phonebook.

Yeastar P-Series PBX System supports two types of phonebooks:
  • PBX-native company phonebook: A phonebook that stores company contacts that are created on PBX web portal and Linkus Clients.
  • Third-party company phonebook: A phonebook that stores company contacts that are synced from third parties.

By default, phonebook is invisible to contacts. To allow users to view or manage phonebooks, you need to grant permissions.

For more information, see Set up Contact Visibility.

Requirements

Contacts feature is inherent with PBX, which means that you can use the feature for free. But the features that can be achieved vary depending on your PBX's subscription.

Key Feature Basic 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 × √

Restrictions

Type P520 P550 P560 P570
Personal contacts (per extension) 50 100 200 300
Company contacts (total) 20,000 50,000 200,000 500,000
Company phonebooks 50 100 200 500