Contacts list in iNotes Web Access

Contacts list in iNotes Web Access

Document number: 16147

Note: Lotus iNotes (Webmail) is currently in beta testing mode only and is not available to the general PeopleSoft population. The pilot is currently closed and is not being expanded to include additional users. Look for communications via OneVoice regarding iNotes (Webmail) in the future.

The Contacts list in iNotes Web Access is basically the same as the Personal Address Book in the Lotus Notes client. Entries for individual contacts may be created, but personal groups cannot. There are three views in the Contacts list - by Name; by E-mail address; and, by Company name.

Creating a new Contact

Contacts can be synchronized with the Personal Address Book in the Lotus Notes client so that entries created, modified or deleted do not need to be manually duplicated. For information on synchronizing Contacts with the Personal Address Book, see Eureka! document 16145 — How to synchronize the Personal Address Book and Contacts list.

The form to create a new Contact can be accessed two ways:

Place the mouse over Contacts in the main toolbar and select New Contact from the drop down list.
Open the Contact List, click the New button and select Contact from the drop down list.

To create a new Contact in iNotes Web Access:

Select either option as mentioned above to open the new contact form.
Enter the person's first and last name along with a title and/or suffix if needed.
Default E-mail: Enter the preferred e-mail address of the person. This is what will appear in the To: field of a new message.
- Multiple e-mail addresses can be entered for a person. Click the down arrow next to work and select the location for that e-mail address.
- The default e-mail address can be changed by clicking the down arrow next to the current e-mail address label and selecting the one that should be the new default.
Work tab:
- Phones: Enter the contact phone numbers. The label of the type of phone number can be changed by clicking the down arrow next to the current type and selecting the one needed.
- E-mail and Web address:
  - If e-mail addresses were added as the default, the first two will appear. The label and address can be changed by clicking the down arrow and selecting the label desired.
  - Enter the URL of the contact company's website or a personal one. Change the URL label by clicking the down arrow and selecting the label desired.
- Business: Enter the contact's business information.
  - NOTE: If the company name is included, contacts can later be sorted by company.
- Business address: Enter the contact's business address.
Home tab:
- Phones: Enter the contact phone numbers. The label of the type of phone number can be changed by clicking the down arrow next to the current type and selecting the one needed.
- E-mail and Web address: If an e-mail address for Home was entered in the default, it will appear. Enter any other e-mail addresses or URL's in the fields. To change the label of an e-mail address or URL, click the down arrow and select the label desired.
- Address: Enter the contact's home address.
General tab:
- Add personal information about the contact: Nickname; Birthday - click the down arrow to select the date from the calendar; Category; Spouse; Anniversary - click the down arrow to select the date from the calendar; Children - separate names with a comma; and Comments - add any specific comments or notes about the contact.
When all information about the contact has been added, click the Save & Close button.

The contact has been created and will now appear in the Contact List.

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