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 Software Edition 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.
Note: Each user's Personal Contacts is only visible to himself or herself.
For more information, see Add Personal Contacts from Linkus Mobile Client / Desktop Client / Web Client.
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.
You can manually add company contacts (add contacts one by one using manual entry or bulk add contacts using a CSV file) or automatically synchronize contacts from third-party system integration (e.g. Database, CRM, Helpdesk, etc.), while the authorized users can add company contacts from their own Linkus UC Clients.
For more information, see the following topics:

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 Software Edition supports two types of phonebooks:
  • PBX-native company phonebook: The phonebooks that store company contacts added from PBX web portal and Linkus UC Clients.

    You can manually create phonebooks to group company contacts. For more information, see Add Phonebooks.

  • Third-party company phonebook: The phonebooks that store company contacts synchronized from the third-party system integration.

    If you schedule the synchronization of contacts from the integrated system, all the synced contacts will be grouped into a phonebook with a unique identifier, and the phonebook can't be modified or deleted unless you disconnect the integration.

Visibility of phonebooks

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 Software Edition.
Maximum Number of Extensions (N) N < 1000 N ≥ 1000
Personal contacts (per extension) 100 500
Company contacts (total) 200,000 500,000
Company phonebooks 200 500
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.
The table below shows the operations available in each endpoint.

Permission PBX Web Portal Linkus UC Clients IP Phone
Web Client Mobile Client Desktop Client
View company contacts ×
Add company contacts × ×
Edit company contacts × ×
Delete company contacts × ×
Import company contacts × × × ×
Export company contacts × × × ×