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.