P-Series
New Update
New Firmware Release / Mar. 26 2025
CONTENTS
1. P-Series New Updates 2. YCM Updates
a. CRM Integration Template a. YCM White Label & Custom Domain
b. Call Note b. Reseller Account
c. External Chat logs & Teams c. Archive (BYOI)
d. Split DNS d. Domain Certificate
01
CRM Integration
Template
& Optimization
What’s New
CRM Integration Template
• Quick Integration with Local CRMs
• Custom Integration Template
• Extended CRM Platform Compatibility
Optimizations for Existing CRM
• Shared CRM Account Access
• Optimized Contact Query & Sync
• Manual Call Popup Control
• Selective Contact Creation
• Optimized Call Journal
CRM Integration Template
Capable of integrating with more CRM platforms
CRM Integration Template
Capable of integrating with more CRM platforms
What’s New
• 10 Custom Templates (10 for CRM and 10 for
Helpdesk separately)
• Support Import/Export
• Easy Template Management
Benefits
• Quickly update an existing Yeastar-integrated CRM
platform
• Quickly import a locally-developed CRM platform
• Quickly import a new CRM platform integrated by
Yeastar
Optimizations
Associate CRM Account with Multiple Extensions
After Optimization:
• Notice: This feature is not available for Zoho Phonebridge integration.
CRM Optimization
Real-time Contact Query & Sync
>
• Available for both inbound and outbound calls
• Double check the contacts information in CRM side
>
CRM Optimization
Real-time Contact Query & Sync – Always Query CRM
The "Always Query CRM/Helpdesk" feature must be enabled or it
won’t double check whether the contacts info had been updated or not.
CRM Optimization
Enhanced Call Popup
Pain Point After Optimization
• Multiple Pop-ups in different • Unified pop-up control via
terminals(when logging into desktop extension-level settings
and web clients at the same time)
• Manual call pop-up NEW
• Unable to pop-up when making
outbound calls
CRM Optimization
Unified pop-up control via extension-level settings
Configuration access:
For administrator:
Extension and Trunk -> Extension -> Linkus
Clients
For extensions:
Preferences -> Features (Linkus PC & Web
Clients)
CRM Optimization
Manual pop-up
After Optimization
• Manual Pop-up if the contact is stored in
CRM
• Available in PC and Web Clients (CTI is
also applicable)
• Covering both Inbound and Outbound
CRM Optimization
Manual contact creation
Pain Point After Optimization
• Automatic pop-up of
• Manual contact
URLs immediately
creation
creates excessive
browser tabs. • Synchronize to
CRM(More contacts
• The inability to
info can be set up in
distinguish between
CRM side)
valuable and non-
valuable unknown
numbers.(e.g.,
potential spam calls)
CRM Optimization
Real-time Dialer Searching
Pain Point After Optimization
• Extension users cannot • Real-time contacts dialer
search for or call searching
contacts in Linkus that
• Synchronize to CRM(More Notice: The "Always Query
have never previously CRM/Helpdesk" feature must
contacts info can be set up
called the PBX system. be enabled as well.
in CRM side)
• Contacts are only
synced to the PBX
Phonebook after
inbound calls
CRM Optimization
Real-time Dialer Searching
[Business]
[Mobile]
For Linkus PC/Web Client For Linkus Mobile Client
CRM Optimization
Call Journal
Administrators can configure the Subject and
Description of Call Journals, with the option
to enable or disable Call Recording.
02
Call Note
Background
Inbound Call Center also needs labeling outcomes--From one of Yeastar Partners
Call notes now support to apply in
multiple scenarios:
• Extensions
• Inbound Queue
• Ring Group
• Voicemail
• Outbound Calls
Business Model
How do we sell
Products Feature Business Model
P-AE Call Notes EP/UP
P-SE Call Notes EP/UP
P-CE Call Notes EP/UP
*Available in all Clients (Web / Desktop / Mobile)
Configuration
How to set up
Step 1 PBX Settings > Preferences > Call
Notes
Step 2 Call Features > Call Disposition
Application Scenarios
In a call
For Extension
Add call notes directly in the call
window.
For agents
Updating call notes in the Wrap-up
time
Call Transfer
Call note is allowed to viewed by
next extension when the call was
transferred
Application Scenarios
After calls: Extensions can also edit call notes within Call Logs and CDR.
Notice: Call Note editing permissions are aligned
with the viewing permissions of Call Logs
CDR
Call Logs
03
External Chat logs &
Teams Presence Sync
External Chats Optimization
Storage location & time & limitation
External Chat Files Before 19.3 After 19.3 Release
• PAE & PSE: Configured by administrator. Can be stored locally
Only stored locally on on PBX or on external devices (default: local).
Storage Location
PBX
• PCE: Only stored locally on PBX.
• Configured by administrator. Supports unlimited storage (default:
Storage Duration Fixed at 72 hours 7 days).
• Configured by administrator.
• PAE & PSE: PAE default: 1 GB, PSE default: 5 GB. Maximum
No limit (only restricted
Storage Capacity (GB) capacity cannot exceed the total storage device capacity.
by storage duration)
• PCE: Default: 1 GB. Maximum default: 2 GB (adjustable via
YCM).
External Chats Optimization
Support images and files
After Optimization
• Images and files are
visible through Chat
logs
• Files name and
Image preview are
displayed
Teams Presence Sync
Status synchronization
Pain Point After Optimization
• One-way sync
• One-Way Sync Only
• Two-way sync
• Fail to synchronize
event-based status • Sync event-triggered
statuses.(In a call/In a
meeting/Presenting)
04
NAT & Split DNS
NAT 3 types of NAT：
Network Address Translation • Port Forwarding
• External Host
• Yeastar Domian (New)
Pain Point Solution
• Data transmission Using NAT converts your
through RAS server PBX’s private network
address to a public IP
• Data privacy and
address so other devices
security
can access it.
NAT
Business model
Products External Domain Yeastar Domain
P-AE Free EP/UP
P-SE Free EP/UP
Notice:
• Self-prepared DNS server
• Support free certificate auto-renew (External domain / Yeastar domain)
NAT Yeastar Domain is NAT-based, with the key
Difference between Yeastar domain and FQDN distinction from FQDN lying in whether call
traffic passes through Yeastar's RAS servers.
Internal Network External Network
FQDN
>
Addressing Server Clients
NAT
>
>
>
Tunnel Server PBX DNS
NAT Configuration Flow
Step 1
Network -> Public IP and Ports
Step 2
Select Yeastar domain and specify the following
configurations
• Custom Domain Prefix (The default domain
suffix is cloudpbx.yeastar.com)
• Select Public IP Type:
- Public Ports.
- NAT mode
NAT Scenario 1: FQDN vs. NAT (Selective)
When turning on NAT and FQDN at the same time
• Webhook URL in Message
channel
• Redirect URL in Email
Server
• Redirect URL & Client SSO
• Redirect URL in
Collaboration -> AAD
• Homepage URL in
CRM/Helpdesk
NAT Scenario 2: FQDN vs. NAT (FQDN prior to NAT)
When turning on NAT and FQDN at the same time
• Welcome Email
• Embed Code in Message
Channel -> Live Chat
• Download link in CDR ->
Scheduled CDR
• Download link in Call Reports
-> Scheduled Reports
• Linkus Mobile QR code
Server address configuration
info
NAT Domian Certificate Auto-refresh
Security -> Security Settings -> Certificates
Split DNS
Use two different DNS servers in internal and external networks to resolve my domain name.
Pain Point Using Split DNS to resolve domain
• Enables intelligent traffic routing between internal
and external networks
• Access PBX using the same
domain name. • Balances user experience, performance
optimization, and security protection.
• Switching between internal and
external networks, Linkus can • Users are unaware of network differences
function properly. (seamless Switching)
• Admins control access paths at the DNS layer for
efficient operations management
Split DNS
How does it work
Internal Network External Network
> >
FQDN
Tunnel Server Addressing Server External DNS
NAT
> >
> >
Clients
Clients Internal DNS PBX
Split DNS
Business model
Products Subscription
P-AE Free
P-SE Free
Notice: Extra cost when DNS server resolving Yeastar domain and FQDN
Split DNS - When Resolving FQDN
Prerequisite: Internal DNS has all set
Key Points
• Add Yeastar FQDN domain
resolution to the internal DNS
server.
• Ensure internal DNS resolves to
the internal IP.
• Configure PBX HTTPS port to
443.
• Keep Linkus service port as
default (8111).
Split DNS - When Resolving FQDN
Prerequisite: Internal DNS has all set
Key Points
• Add Yeastar FQDN domain
resolution to the internal DNS
server.
• PBX HTTPS port must match
the External Web Server Port
in Public Port settings.
• Keep Linkus service port as
default (8111).
05
YCM White Label &
Custom Domain
YCM White Label
Customize YCM with your own brand
Rebrand YCM for resellers:
Customize YCM branding and login URL.
Notice:
• Only Yeastar-hosted Hosting User and
BYOI Super Admins are authorized to
purchase this service and access the
configuration page.
• For BYOI customers, what they are using
is already custom login URL
YCM White Label
Customize YCM with your own brand
Elements support to rebrand
Brand info
• Portal domain
• Brand
• Portal name
Other info
• Logo
• Login page
• …….
YCM White Label
Customize YCM with your own brand
• RM access P-series
devices: white-label
domain rm.uccpbx.com.
• RM access S-series
devices and Gateways:
Yeastar-branded domain
remains in use.
P-series White Label (PSE / PCE)
Import your brand by existing white label
What’s New
• Allow users to import brand information from
other existing white labels
• Enable template transfers between PSE and
PCE in both directions.
Custom Domain (For PCE)
Support purchase by numbers
Custom domain for PCE Before After Updating
Optimized business model allowing domain
purchases. Number of customizable
Domain number Only one domain per region
domains per region depends on owned
domains.
Custom domains not supported.
BYOI Hosting User and Reseller now
BYOI Only use administrator-provided
support custom domains.
domains.
Yeastar-hosted YCM Reseller Custom domains not supported Custom domains supported
Custom Domain
Domain name source
Role Yeastar-hosted YCM BYOI
No purchase required. Unlimited Purchasable via PP. Can allocate owned
Admin
domains by default domains to subordinates.
Purchasable via PP. Can allocate owned Not purchasable. Domain allocation from
Hosting User
domains to subordinates. superiors required.
Not purchasable. Domain allocation from Not purchasable. Domain allocation from
Reseller
superiors required. superiors required.
Custom Domain
Support purchase by numbers
What’s New
• Support purchase by numbers
• The PCE white label plan includes one
domain by default
• Purchasing BYOI also comes with a free
domain.
06
Reseller Account
RM Permission
RM connections can be delivered to Resellers
What’s New
• A Hosting User with RM can assign Connections
to subordinate Resellers.
• The assigned Connections cannot exceed the
available quantity remaining.
• Either a Reseller Package or RM must be
specified during creation (both can be provided).
Device Permission
Devices now are allowed to used by Resellers
By default:
• Resellers have full device/operation
permissions by default.
• Hosting Users can customize
permissions as needed.
Management Permission
Resellers now can view RM subscription.
Hosting User Resellers
Management Permission
Resellers now can manage devices of hosting users.
My Device for Hosting Users/Resellers:
Export Feature Added
Management Permission
Resellers devices passwordless login
Device Passwordless Login
• Enabled on PBX and YCM ends.
• Subordinates can authorize
superiors for password-free login.
• Existing accounts retain password-
free access by default; new
accounts require permissions
under updated rules.
Other Permissions
Resellers Account
Other devices Management Features
for Resellers：
• API Monitoring
• Backup Files
• Firmware Upload
• Scheduled Task
• Track operation Logs
• Alarm Configuration
07
Archive (BYOI)
Remote Archiving
Key Benefits
• Free up PBX local storage space
• Efficiently manage Recordings & System
Backup files
• Long-term data & file retention, avoiding
the pitfall of auto-cleanup when your
PBX storage limit is reached
• External backups of system files
• Offload files to cheaper remote storage
Remote Archiving
Support Multiple Platforms
Amazon S3 Google Cloud Storage FTP SFTP
Archive in YCM (BYOI)
PCE backup file only
>
Task
Scheduled Task >
Archive in YCM (BYOI)
PCE backup file only Execution Logs
• Support delete
backup file after
archiving
• Support Archive
files after backup
08
Domain Certificate
Certificate Auto Application & Renewal
For custom domain/cluster domain / YCM domain
Pain Point
After configuring the custom domain /
cluster domain / YCM domain, it
requires:
• Manual Certificate Uploads
• Repetitive Renewal Work
Solutions
Set up domain auto application &
renewal in YCM
Contact Us
+86-592-5503309
[email protected] [email protected]
www.yeastar.com
www.yeastar.com
THANK YOU
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