SuperOffice Lotus Notes Link
The SuperOffice CRM 5 Notes Mail Link will add new functions to the Notes Mail Inbox, making it able to work together with SuperOffice CRM 5 in a very efficient way. The SuperOffice CRM 5 Notes Mail Link makes you able to perform basically the same CRM 5 related functions as in the SuperOffice CRM 5 standard inbox, but now directly by using the CRM 5-customized Notes Mail application.
The Notes Mail Inbox will replace the SuperOffice CRM 5 Inbox. This is convenient for companies with a “Notes Mail Link policy”. In addition to providing a solid and user-friendly integration to Notes Mail, the CRM 5 Notes Mail Link can also be used to integrate data from Lotus Notes/Domino databases. For certain categories of SuperOffice CRM 5 users, the kind of integration this Link offers will provide a very convenient workflow connected to writing, reading and storing of e-mails. By setting options, the user may decide, among other things which e-mails to be stored and when to be deleted.
The Lotus Inbox
You can store e-mails directly from the Notes Mail Inbox into SuperOffice CRM 5 Select one or several e-mail(s) in the Notes Mail Inbox and press the new button “archive in CRM 5”.
The selected email will be sent to CRM 5. The senders e-mail address will be used as the key and the mail will automatically be stored on the corresponding contact card and contact person.
If you are more interested in an attached document than the e-mail itself, you are also able to store the attachment directly as a document in SuperOffice CRM 5.
You may also store an email as a task directly in CRM 5. You can create and send e-mail directly from Notes Mail The e-mail will automatically be stored in SuperOffice CRM 5, provided you are using an e-mail address that is found on a contact person in the CRM 5 database. This function can be turned on and off by the individual user.
Integration of databases
The contact database is the quintessential feature of SuperOffice CRM 5, with its intuitive way of retrieving information linked to a contact, regardless of what type of contact. You can use CRM 5 to create any document you normally use your standard application to create, in this case Lotus SmartSuite. The documents will automatically be saved in Lotus Notes and can be retrieved both from CRM 5 and Notes. When you create a new document, all necessary data will automatically be transferred from CRM 5.
SuperOffice CRM 5 Notes Mail Link is a module to SuperOffice CRM 5 for Windows and is sold separately.
About Lotus Notes
Lotus Notes is the leading document and processing tool within the groupware area (archiving, retrieving and distributing documents). By the fact that a case may be monitored from the beginning until the end, solutions and applications developed with the use of Lotus Notes, Lotus Notes supports the different processes in the organization.
A whole range of useful applications are available for Lotus Notes through third party suppliers all around the globe. These may solve company specific needs, such as contract databases, quality assurance systems, workflow and service systems.
With SuperOffice for Lotus Notes, you combine the ease of use of SuperOffice, with the strong workflow capabilities of Notes.
