/
Notes Tasks

Notes Tasks

Lotus Notes To Do may also be added to iEnterprise CRM and be associated to Accounts and Contacts.

1.  Open a To Do or compose a new one.

2.  Fill-up fields as required.

3.  It is recommended to enter a Start Date (this will enable the tasks to show on the Calendar on iCRM)

4.  To associate to records on iCRM, click the Add to CRM button and select record to link the To Do item to.

5.  Click OK

6.  The tasks can now be seen as a related Activity item of the iCRM record.

7.  All open Tasks or To Do also appears on the Dashboard > Calendar on iCRM.


See for more details:  iEnterprise CRM Calendar




Search this Product                                                                                                       

Related content

Notes Calendar
Notes Calendar
More like this
Notes Email
Notes Email
More like this
iEnterprises Product FAQ
iEnterprises Product FAQ
More like this
Functionality & Known Limitations
Functionality & Known Limitations
More like this
iCRM with Lotus Notes Connector
iCRM with Lotus Notes Connector
More like this
Notes Connector for iEnterprise CRM - Installer
Notes Connector for iEnterprise CRM - Installer
More like this