Lotus Notes Integration

Lotus Notes integration takes place via an API.

Sending E-mails using Lotus Notes

To send an e-mail using Lotus Notes:

  1. Select the desired record in the Company+Person, Activity or Note etc. level. An e-mail address must be entered for the company, person or rep, otherwise no e-mail address is transferred to your client.
  2. Select File > E-mail from the menu, or click on an e-mail address in the rep, company or person record.

    If the current record is linked to one or more documents a message is displayed. You can determine whether to include the documents as attachments.

    The Domino - Login dialog box is displayed for you to enter the password.

  3. Enter your Lotus Notes password in the Password field.
  4. Enable the Store credentials check box so that you are not prompted to enter your password again in all areas of Aurea.CRM from which you can send e-mails via Lotus Notes. Your password is stored in encrypted form in the domino.cgf file in your user directory.
    Note: Click on the Advanced button to display the Home/Mail server and Mailfile fields. You should not enter anything in these fields as they are automatically entered by Aurea.CRM when the connection with Lotus Notes is established. If you have enabled the Store credentials check box, these fields are saved in addition to your Lotus Notes password.
  5. In case Lotus Notes is not open, the application is started automatically and you are prompted to re-enter your Lotus Notes password.

    The New Memo window is displayed in Lotus Notes.

    The e-mail address of the company/person is copied from Aurea.CRM to the To field. If more than one e-mail address is entered in the company/person record, select the desired address from the dialog.

    If you started sending the e-mail from the Activity info area, the Subject and Text fields as well as any documents entered are added as attachments. The text field is also transferred from the Note info area, see Sending E-mails Directly from an Activity or Note.

  6. Compose the e-mail.
  7. Click on Send.