Yeastar Native Contacts Feature: What’s the Benefits and How to Use

Yeastar Native Contacts Feature: What’s the Benefits and How to Use

Yeastar Native Contacts Feature: What’s the Benefits and How to Use

When was the last time you memorized a phone number? Thanks to smartphones and the internet, you can stuff hundreds of numbers and email and mailing addresses into your pocket without a second thought. But these contacts can quickly get disorganized as you rack up duplicate entries and miss up personal & business contacts.

Worse still, initiating business calls to those contacts often require the switching between softphone, IP phone, or other applications – if you don’t have a sophisticated business telephony integration at hands.

Yeastar is here to fill the gaps.

By offering native Contacts management as part of its hugely inclusive business phone system – P-Series PBX System, S-Series VoIP PBX (S50, S100, S300), Yeastar Cloud PBX, and K2 IP-PBX – we make it far easier for SMEs to organize contacts efficiently and unify communications in one platform, freeing you from integration troubles.

How Yeastar Native Contacts Can Help Your Business:

The Contacts feature provides a free phone-system-native phone book in which you can easily keep details of your Company/Personal contacts, organize shared directory, sync to softphone and IP Phone*, benefit from caller ID match, and facilitate speed dial – all in one platform. With it, you will be able to:

1. Create a Central, Company-Shared Contacts List

Many businesses require a shared internal/external contact list that is accessible by all users or certain members of the organization to streamline resources and facilitate business tasks. For example, a manager of a car dealership might require to import and share a list of vendor and manufacturer support numbers to all its sales reps.

Yeastar fulfills the needs with an intuitive Contacts management console on the PBX’s web interface. The administrator can easily create or import a list of Company Contacts and designate privilege for certain extension users to access/manage the list. The details of each contact entries could include Name, Company, Email, Address, and up to 9 numbers for you to efficiently distinguish business/personal/mobile/desk/home/fax number and streamline the management of contact details. Better yet, all the new intakes, whether it be the add, delete or update of the entries, will be automatically synced to the users with permission in real-time, ensuring that your employees are always up-to-date.

In addition to the Contacts management console on PBX’s web interface, individual users with permission could also manage Company Contacts on their own Linkus Desktop/Mobile Client, providing ultimate ease of use especially for those on-the-go.

Yeastar Pbx Phone Book

2. Build Exclusive Personal Directory for Speed Dial

Contacts are a vital business asset and having an extension-exclusive contacts list not only helps individuals to customize their own work bucket, avoid a long list of unneeded entries, facilitate quick dialing – but secure the entire business from contacts leakage in a larger scope. Yeastar native Contacts features grant you with such power.

Apart from the shared Business Contacts, individual extensions are allowed to create and manage Personal Contacts exclusive to themselves. They can easily manage their own list on the PBX web interface or their Linkus Desktop/Mobile Client. The list will be auto-synced across all endpoints of the extension (Linkus Desktop/Mobile Client, IP Phone*, and PBX web interface), so users can search and connect with customers easier and faster, either via direct dialing on Linkus or via the Select & Dial with Hokey feature of Linkus Desktop Client, eliminating the need to switch back and forth between applications.

3. Empower Mobile Workers with Real-time Contact Info Access

In an era of truly mobile and portable data, Yeastar Linkus Desktop/Mobile Client equips you with the ability to effortlessly access and dial both internal and external contacts – in one place and no matter where you are.

On Linkus Mobile Client (iOS & Android), the directory is sub-divided into 3 tabs: Extension for internal company contacts, Phone for local phonebook, and Contacts for the customer contacts entries; The Linkus Desktop Client (Window & MacOS) syncs and shares the same contacts group as the mobile client, expect the mobile phone local phonebook.

With a clear group and visual presentation, mobile workers can swiftly search and reach their clients or their co-workers using the office phone system. When receiving calls on Linkus Desktop/Mobile Client, they will also be able to recognize a known caller and communicate more effectively.

4. Know Who Is Calling Before Answering

Besides allowing easy access and dialing of contacts, the Contacts feature on Yeastar PBX System enables you to match incoming calls to contact names so that callers are shown with their name, rather than their caller ID. This way you will be able to know instantly who is calling before jumping into the conversation. You can be better prepared and decide whether to answer or send the call to voicemail, which is especially helpful for the sales or support sector to make an impeccable impression on a caller and craft personalized greetings that wow.

The incoming Caller ID match of the Contacts is supported on all endpoints, including Linkus UC Softphone and desk phone (IP Phone).

5. Optimize CDR for Better Call Tracking and Analysis

Keep track of all your contact communications with clearer and intuitive call logs. No matter it’s an outgoing or incoming call, as long as the call is associated with one of your Contacts, you can pull CDR with contact name matric to increase the speed and precision of call data analysis. For example, call logs pertinent to a customer can be easily sorted with name – regardless of how many numbers the contact has – and be used to analyze the customer’s behavior, past call history, and preferences.

6. LDAP Phonebook on IP Phone Yet Better

Setting up an LDAP phonebook requires expertise and is not easy. What’s more, the LDAP phonebook is solely for the usage of IP phones. The Yeastar native Contacts, when using with IP phone*, will display a known caller’s name on the screen; it also unifies contacts for Linkus UC Softphone, providing streamlined contacts management.

7. Ease of Use Is Paramount

Providing the right balance between practical functionality, usability, and simplicity, Yeastar native Contacts feature boasts rich features to maximize the ease of use for both PBX admin and extension users. The followings are some highlights.

  • Save Time with Contacts Import & Export

Both PBX admin and extension user can import and export Contacts info to the Contacts via PBX web interface – if they have the permission to manage the Contacts list.

  • Better Security with User Privilege Control

PBX admin can decide who to manage, who to view, and who cannot access the shared Company Contacts with the hierarchical user privilege control. And Personal Contacts are open only to the individual extensions.

  • Quick Search Contacts

Swiftly search Contacts with Name, Email, or Phone number, or group of contacts with Company Name in Linkus Desktop/Mobile Client or PBX Web Interface. Just enter a word or a number in the search field and search.

  • Auto Sync Contacts on Multiple Devices

Every contact update will be automatically synced between the PBX web interface, Linkus Desktop/Mobile Client, and IP Phone*.

  • Reach Contacts Easier the Way You Like

The consolidated directory on Linkus joins the PBX’s robust telephony capacity to enable users to quickly reach Contacts from their computer desktop or mobile phone – within a simple click. For users who prefer a physical desk phone experience, the Yeastar Linkus Desktop Client also supports CTI mode that makes it possible for users to remotely control the calls to/from their desk phone and enable click-to-dial, hold, mute, transfer, and more other remote call control operations on the PC, which simplifies the call operations without sacrificing desk phone calling experience.

*The IP Phone support for Yeastar native Contacts feature now only includes compatible IP phone models from Yealink.

How to Configure Yeastar Native Contact Feature

Configure and manage the Contacts feature on Yeastar PBX system is a piece of cake. Here are step-by-step configuration guides and a common feature FAQ to help you get started in minutes.

  • Guide for P-Series PBX System
  • Guide for S-Series VoIP PBX
  • Guide for Yeastar Cloud PBX
  • Guide for K2 IP-PBX

Experience the Feature Now

Upgrade your Yeastar PBX System and Linkus Mobile Client to the latest version to experience and embrace all the benefits of the native Contacts management!

Not having a Yeastar PBX System yet? Start for free with Yeastar Cloud PBX 14-day free trial. No credit card required. No long-term commitment. You can make full use of the free trial to experience how the feature work in Yeastar PBX System and access Yeastar full Unified Communications Solution in no time!

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User Login

Instantaneously receive user login credentials via email once the extension has been deployed by the adminstrator.

Log in conveniently via any web browser for access to the user portal.

Integrations

Integrate various CRM software for better customer service and satisfaction.

Enable transcription of audio messages into text with integration of third-party transcription service.

Enable API for integration with various third-party integrations for advanced performance such as call center and hotel reception services.

System

Provision email SMTP and template settings for event notifications to be sent out.

Manage storage allocation and duration of various types of data being stored on the PBX.

Determine the types of event notifications to be sent out, and the parties receiving them.

IVR

Add various audio voice prompts to be played according to different call scenarios.

Add voice prompts on multiple levels for more effecient and precise inbound call routing.

Voicemail

Customize default voicemail settings for each user extension.

Add various voicemail messages for allocation to different call scenarios and users.

Provision specific rules to how voicemail messages are played over the PBX system for better caller experience.

Reports and CDR

All call log activities are stored, with the option of having audio conversations recorded by default or for specific extensions.

Use intuitive visual call reports, to check various call statistics over extensions, trunks, queues, ring groups, and more.

Call reports can be viewed and downloaded directly from the PBX, or scheduled to be sent via email to respective parties.

Security

Restrict a general group or specific IP addresses to prevent unauthorized access to your PBX.

Limit the number of otbound calls users are allowed to make within a time period to protect against toll fraud.

Restrict certain country codes for outbound calls either company-wide or on certain extensions.

User Login

Determine extension ranges for different functions.

Define use of different voice prompts depending on call scenarios or intended function.

Provision basic and advanced SIP settings to be used on the PBX.

Recordings

Record all calls made on specified trunks, including inbound and outbound calls.

Recordings

Record all calls made on specified extensions, conferences, or call queues.

Paging and Intercom

Create different types of paging and intercom broadcast groups for selected extensions.

Set a time schedule to automatically start your broadcast.

Maintenance

Check for and download firmware upgrades to ensure that your PBX is always up-to-date.

Perform back-ups to prevent data and settings from getting lost.

Perform troubleshooting on your own to debug.

Conference

Pre-set conference settings and dial-in passwords for security, and allow internal users to send conference invites to external parties.

Speed Dial

Create multiple speed dial numbers to respective external numbers frequently used for outgoing calls.

Speed dial is activated when the set prefix (default or customized) is dialed.

Ring Group

Create multiple ring groups and determine custom ring strategies and failover settings for each.

Call Queue

Create different call queues with specific ring strategies and failover settings.

Static agents permanently answer calls in queue, while dynamic agents can log in and out. Allocate different extensions to each group.

Determine what actions are to be allowed for Mangers or Agents to manage on the Queue Panel.

Call Control

Have calls received on specific SIP trunks routed to designated extensions or destinations within the PBX.

Set-up dial patterns so that outbound calls are routed to their intended destinations.

Determine how calls are routed and received at different times of a day.

Contacts

Store, retrieve, and share company contact details easily on your PBX.

Organize company contacts into dedicated phonebooks and determine accessibility rights to extension groups for each.

Bulk import a list of contacts instead of having to key details in individually.

Role and Client Permission

Pre-defined user roles within the PBX are conveniently available for allocation, or create your own set of permissions.

Restrict users from viewing specific extensions, departments, or extension groups with Extension Visibility.

Allow or resrict specific users from managing or viewing certain company contacts

Auto Provision

Pre-defined setting parameters specific to respective IP phone models are conveniently available for easy set-up.

IP Phones can be quickly provisioned to your Yeastar PBX with just the pre-defined template and device MAC address.

Trunks

Register multiple SIP trunks on a single PBX as needed.

Different types of trunks can be created, Caller ID can be customized.

Extensions

View, deploy, add, and remove user extensions within your PBX system.

Configure default call and user settings for individual extensions.

Customize allocation of user extensions to specific ring groups.

Portal Login Page

Receive your administrator log-in credentials and set-up guide via email.

Log-in on any web-browser to get started with PBX set-up.

Installation Wizard will guide you through basic configurations.

User Login

Access all company contacts made available to you by the administrator.

Create your own personal contacts list for easy reference and dialing.

Bulk import contact details for convenient data entry.

User Login

Access and manage user settings for softphone application and voicemail.

Manage call routing and presence status for your individual extension.

Retrieve or download your personal call logs and recordings.

User Login

Receive your log-in credentials and set-up guide via email, sent by your admin.

Log-in on any web-browser to get started with PBX set-up.

Configure contacts and personal settings from the web portal.

Auto Provision

Add, remove, or modify IP phone settings from your web interface.

Upgrade IP phone firmware conveniently from your PBX.

Upload various default setting parameters specific to respective IP phone models for greater convenience during set-up.

Contacts

Store, retrieve, and share company contact details easily on your PBX.

Have detailed contact information for your vendors and clients conveniently stored .

Bulk add a list of contacts instead of having to key details in individually.

PBX Monitor

Monitor the status extensions, whether they aren idle, in use, or unavailable.

Know whether your SIP Trunk running properly, or experiencing problems.

Monitor the number of call conferences currently running on your PBX, and their individual durations.

Maintenance

Check for and download firmware upgrades to ensure that your PBX is always up-to-date.

Perform back-ups to prevent data and settings from getting lost.

Perform troubleshooting on your own to debug.

Call Detailed Report

All call log activities are stored, with the option of having audio conversations recorded by default or for specific extensions.

Filter by date, time, or extension number to retrieve specific call logs or recordings

Playback call recordings directly from the PBX or download to store externally.

Event Center

Determine what events and logs are to be recorded and/or have notifications sent.

Specify particular notifications to be sent to respective authorized personnel.

User Permission

Set up vaious groups of users for allocation to certain sets of access rules.

Determine what features a certain group of extensions can or cannot access.

Determine if users can access, play-back, or download call logs and recordings from the pbx.

Security

Restrict a general group or specific IP addresses to prevent unauthorized access to your PBX.

Determine specific the range of SIP ports for connection between your PBX and endpoints.

Restrict country codes for outbound calls either company-wide or on certain extensions.

Voice Prompt

Upload and designate customised audio recordings at multiple levels of a call journey.

Upload recorded music to fill the silence that would be heard by callers on hold.

Upload customised voice prompts to create a professional call experience.

General

Customize general call preferences either company-wide or for individual extensions.

Set-up feature dial codes for convenient user navigation to specific call features.

Determine how voicemails are retrieved, and also upload custom voicemail recordings.

Call Features

Add multiple automated responses to be played at different phases of a call journey.

Designate specific extensions to ring concurrently based on an external caller's dial pattern.

Customize messages and waiting times to keep external callers engaged when put on hold.

Call Control

Have calls received on specific SIP trunks routed to designated extensions within the PBX.

Set-up dial patterns so that outbound calls are routed to their intended destinations.

Determine how calls are routed and received at different times of a day.

Trunks

Register multiple SIP trunks on a single PBX as needed.

Provision SIP trunk settings and dedicate them to particular extensions.

Bulk add DDIs on each SIP trunk, for allocation to an individual or groups of extensions.

Extensions

View, deploy, add, and remove user extensions within your PBX system.

Allocate and deploy specific extension numbers to respective users via email.

Set-up default ring and presence status settings for individual users.

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View cases created for a Deal in One View.

Deal One View

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View cases created for a Deal in One View.

View cases created for a Deal in One View.

Deal One View

View cases created for a Deal in One View.

View cases created for a Deal in One View.

View cases created for a Deal in One View.