In a course Registration application (.nsf web application), users register for courses. Upon registration, a LousScript QuerySave agent generates and sends an appointment document to the recipient. Information includes Start Time, End Time, location, Time Zone information ect. All users of the system have MS Exchange email accounts and use the Outlook mail client.
Issue: When a multi-day course is created and users register, the calendar shows the block of time for the course as being from the start time of the first date to the end time of the end dates. I am unable to grammatically generate an appointment in Domino with repeating dates that displays correctly in Outlook.
Creating a repeating date meeting in a Notes Mail Client and including a user with an Outlook client functions correctly. Mimicking all of the fields in the Meeting document in a LotusScript agent does not generate an appointment that displays correctly (repeating appointment).
Question: Has anyone had success in creating multi-day repeating date appointments in LotusScript? I have been heavily testing different ways of approaching this, but have had no success.
Click here to check the Fix List for 9.0.1 - - It seems to have a few C&S fixes and some relating to Outlook.
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I am making a CRM for my business as a Realtor. I currently have the database connected to the site and I can add, remove, and update the contacts. Each contact will be assigned a "type." Like one type of contact may be a FSBO or one may be a buyer.
What I want to do is have a page that tells me if I need to do something like send an email or text to one of them that day. I have a predetermined campaign for each type. The FSBO type needs to be sent certain text messages on certain days depending on when they were added to the database.
So my question is how do I setup reminders to be displayed on the page showing me who needs what sent to them? Just a little confused about how to set up adding the campaign to each contact and then how to query the database to get the reminders due.
I'm building an Outlook Add-in where the user can book a meeting directly from outlook. The add in is basically a shortcut to the website we usually use, but instead we take the data from the outlook meeting (Date, title, etc..). The problem is that once the user has created a meeting and it has been saved in our database (and they close the add-in), the add-in can't detect if they change the meeting date, and therefore it doesn't get updated in the database.
Shortly put: Is there any way that my add-in can communicate with outlook and fire a function without being opened?
I have a class registration set up in SharePoint 2013. Users are emailed when they register for a class. I want to create email notifications when the Start Date, Start Time or Location [fields] of the Session changes. I only want to email the users that have registered for said Session (between 1 and 400 people).
I should be able to handle this with an Alert or an Event, but can't figure it out. My SharePoint team is telling me that this is too difficult because "the columns are in Sessions [list] and not in Registrations [list view].
I've found a lot of information on general SharePoint alerts, but I can't find anything on sending notifications to a select group of users, based on another field.
You could create event receiver for the list and send email by SPUtility.SendEmail with dynamic users.
You could check sample code from here.
Create event receiver in SharePoint 2013.
I have a situation where an office just created a couple of dozen shared meeting room calendars for all of their office meeting rooms. There are about 100 or so employees. The plan right now is to send a document around to all of them explaining how to add all of these shared calendars to their outlooks. We are running a mixed environment with some outlook 2010 and some 2007 clients and the exchange server is 2010. IS there anyway to "push" all those calendars out automatically from exchange or is there a VB script that we could run on each computer to automate the process of all 100 people adding dozens of calendars?
My recommendation is don't!
When you open your copy of Outlook, there is a pause while Outlook synchronises everything. One of the things it has to synchronise is any calendars. This can be a slooooow process particularly with busy calendars which I assume your meeting room calendars will be.
I have experienced slowdowns when utilizing more than 12 calendars in shared mode if the access is higher than reviewer. However, I have created my own workaround. Don't use direct booking. Use an auto-attendant based access.
If you want many people to be able to alter the events, then you can do so by checking out the following:
Situation: When allowing multiple people to access and send the same event, you give them access to one another's account in most cases. This is unacceptable by security standards.
The fix:
Create an equipment calendar that can be used as a Department Calendar. This is essentially the Exchange version of the corkboard calendar. Everybody can add notes and send the updates through from this calendar. How? Follow this paradigm: Everybody is a part of some grouping for security. This security grouping in AD is Universal. In Exchange you tie a Distribution list to the Security Group that's in AD. Now you can email the group. The group is the department.
The calendar you create as an equipment calendar will have some extra functions built in, right out of the box. Using a shared calendar or folder in public listing, you'd have to script it all yourself. Grant the group (not a single user) full access, and send as.
For the delegate, only the managers of the group or calendar (which could be a separate group that you set up to include a receptionist and the manager for scheduling purposes). Allow the boss to auto-book, along with the receptionist. The others do not.
Set the recurring policy and other policy settings. Let nobody book out of policy. This is not a room, it is a cork board. When people don't follow the rules, they can lose access. Grant access to the Distro group to the boss and receptionist. Then, allow them to add anybody on premises that's in the department. Now you have the calendar set up.
When they need to lock an appointment for editing, they go to the receptionist and have them book it, Sending it As their own personal ID, or go to the boss and have that person do it. If it's a team shared meeting that will be noted and continually edited by all, you have anybody book it and send as the cork-board.
Since they all have full access to the cork-board, they can edit the calendar, and since they have send as, they can send the updates to everybody. Now you just add the group as a recipient and they all get an invite. Set them up with sync, and they'll always be able to respond.
Have the responses marked read then autoredirect to the receptionist who can remove those who are busy from the attendees. Now you know who's at the meeting. Anybody can add themselves by clicking Copy to My Calendar, and they'll show up as an attendee, forwarding their response to the receptionist, who can make any other arrangements necessary. And so on.
If you make sure that the Calendar attaches the name of the booking ID to those events that are booked from outside it (receptionist and boss), they'll know which events they shouldn't delete. Want to forgo that ability? Script a change in their access to the calendar, set the Calendar itself to be able to EDIT OWN, DELETE OWN. Set all but manager and reception to Edit OWN, Delete OWN. Set Manager and reception to Owner access.
Now they can all still edit and send using the calendar, but only the manager and Receptionist can actually lock events.
How have people intergrated custom CRM type applications with email?
I have a Access 2003 front-end application with a SQL Server 2005 backend. One CRM
part of the application tracks the activity with the customer in a traffic
log table. Sometimes the salesstaff has communication with their customer
using email instead. What do people do to synch this up with an application?
I was thinking about creating a form to enter the initial message, so I
could save it into a table and then have the system generate a email, of
course, this doesn't handle the email communication after the initial email.
Thanks
What you need to do is setup your domain name with a free google apps account. Your sales staff can still use the clients of their choice, but since they are essentially using custom gmail accounts, every single email that they send and receive will be recorded in a nice and neat transactional format in the gmail interface. Since your sales staff is always online, they will always have access to every message they ever sent. If you want to have access to the emails, you can set it up that every single message that gets sent are automatically blind forwarded to your account. Filters can be set up to automatically tag and archive them, so you will not be overwhelmed, but you will still be able to search them. Google Apps will also give you a central contact directory similar to outlook/exchange.
Here are a few options for you:
Use web forms for all communications. When a message is sent out, the only thing it includes is a link back to the site. Responses are sent the same way.
Setup an email alias that your sales staff Cc's when they want their correspondence to be tracked. Your app would periodically read a POP mailbox, and record the traffic. Customers would have to remember to Cc the same email box for the traffic to be remembered.
Establish a single common email box, such as sales#domain.com. All outgoing mail is marked as being from that account, so all replies will go through it. To send mail, sales staff uses a web form. Messages are tagged with a key that associates them with a particular customer. Putting the key in the subject header usually works OK (that's how many support ticket management systems work, for example). Replies from customers keep the tag. Your app then reads an associated POP mailbox, parses out the keys, and stores the email accordingly.