Manage Company Phonebooks

This topic describes how to add, edit, and delete company phonebooks.

Prerequisites

You have subscribed Enterprise Plan or Ultimate Plan.

Background information

Yeastar Phonebooks feature allows you to create phonebooks to group company contacts in an organized way and implement robust control over users' access to each phonebook.

Yeastar P-Series PBX System supports two kinds of company phonebook:
  • PBX native company phonebook: A phonebook that stores company contacts that are created on PBX management portal and Linkus Clients.
  • CRM-synchronized company phonebook: A phonebook that stores company contacts that are synced from the integrated CRM. The phonebook will be marked with an identifier 'CRM' ().
    Note: Phonebooks synchronized from CRM can NOT be edited or deleted.

Group company contacts into phonebooks

  1. Log in to PBX management portal.
  2. Go to Contacts > Phonebooks, click Add.
  3. In the Phonebook Name field, enter a name to help you identify it.
  4. In the Members section, select desired company contacts.
    • To define a All Contacts phonebook:
      1. Select All Company Contacts from the drop-down list of Select Contacts.
        Note: Any time you add a company contact, the contact will be automatically added to the phonebook.
    • To group contacts into a phonebook:
      1. Select Specific Company Contacts from the drop-down list of Select Contacts.
      2. Click Add to select the desired company contacts.
      3. Click Confirm.
  5. Click Save.

Edit company phonebooks

  1. Log in to PBX management portal.
  2. Go to Contacts > Phonebooks, click beside the desired phonebook.
  3. Edit phonebook name, add or delete company contacts from the phonebook according to your needs.
  4. Click Save.

    Changes of the phonebook are synchronized to users' Linkus clients.

Delete company phonebooks

  1. Log in to PBX management portal, go to Contacts > Phonebooks.
  2. To delete a phonebook, select the desired phonebook, click and OK.
  3. To delete phonebooks in bulk, select the checkboxes of the desired phonebooks, click Delete and OK.
    The phonebooks are removed from PBX server and users' Linkus clients.
    Note: Company contacts in the phonebook are still kept in the system.