Identify Callers from Contacts

This topic describes how to configure Caller ID match to help users identify callers whose information is stored in Yeastar Contacts.

Background information

Caller ID match is supported on all kinds of endpoints, including Linkus clients, desk phones, or softphones. Yeastar P-Series Software Edition allows users to identify callers from Company Contacts and Personal Contacts.
Identify callers from Company Contacts
Support for authorized extension users who have permissions to view or manage company contacts.
For more information about how to grant permissions to users, see Set up Contact Visibility.
Identify callers from Personal Contacts
Support for each extension user.

Priority of Caller ID match

If an incoming number is stored in Company Contacts, Personal Contacts, mobile phone directory, and IP phone directory at the same time, the priority of Caller ID match from high to low is as follows:
  • Mobile Phone Directory/IP Phone Directory
  • Personal Contacts
  • Company Contacts

Configure Caller ID match

  1. Log in to PBX web portal, go to Contacts > Company Contacts.
  2. Configure Caller ID match.
    1. On the Company Contacts page, click Options.
    2. Choose how to match incoming Caller ID.
      • Do Not Match: Display original incoming Caller ID.
      • Exact Match: Display contact name when an incoming Caller ID exactly matches existing number.
      • Match the last {number} digits: Display contact name based on the digits of incoming Caller ID.
        • If the digit length of an incoming Caller ID is shorter than or equal to the specified value, contact name will be displayed only when the incoming Caller ID exactly matches existing number.
        • If the digit length of an incoming Caller ID is longer than the specified value, contact name will be displayed when the last few digits of the incoming Caller ID matches that of existing number.
        Note: The default value is 7. To change the value, enter a number between 4 and 31.
    3. Click Save.

Caller ID match example

A contact Dora whose phone number is 12345678 is stored in Company Contacts; the system receives an incoming call from Dora.

  • Do Not Match is selected:
    • When Dora calls in, the contact name "Dora" will not be displayed.
  • Exact Match is selected:
    • If the incoming Caller ID is 12345678, the contact name "Dora" will be displayed.
    • If the incoming Caller ID is +012345678, the contact name "Dora" will NOT be displayed.
  • Match the last 9 digits is configured:
    • If the incoming Caller ID is 12345678, the contact name "Dora" will be displayed.
    • If the incoming Caller ID is 15212345678, the contact name "Dora" will NOT be displayed.