Lotus Notes - Telephoning with SwyxIt! Dialing from Lotus Notes
 
Dialing from Lotus Notes
For dialing from Lotus Notes, you are provided with a button in the Lotus Notes toolbar. You can thus start the SwyxIt! Phone Dialer in Lotus Notes from any point.
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This feature is not part of SwyxIt! Set-up. The installation pack is available in the knowledge data base.
After activating the SwyxIt! Phone Dialer, you can use a search function to find a contact in the configured databases. The contact's numbers can then be transferred to the Phone Dialer.
If you start the SwyxIt! Phone Dialer in an e-mail, a calendar entry, an allocated task or a Lotus Notes contact, the SwyxIt! Phone Dialer offers the numbers found in each contact.
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If the e-mail is a Voicemail, the caller and not the sender (SwyxServer) will be applied in the SwyxIt! Phone Dialer.
This is how you call a subscriber from Lotus Notes
1. Click on the SwyxIt! symbol in the menu bar.
Or
As applicable, mark with a click the contact, the e-mail, the calendar entry or task of the desired call partner, and click in the menu bar on the SwyxIt! symbol.
The SwyxIt! Phone Dialer will open.
2. If available, enter the name of the desired call partner, and click on "Resolve". The configured databases will be searched. If there are multiple results, these are displayed in a select list. Select the relevant contact and click on "OK" to return to the dialog field "SwyxIt! Phone Dialer".
3. If you would like to assign the call to a project, enter the project number or select the number from the existing dropdown list.
For further information please refer to chapter Project Codes.
4. If the selected contact has more than one number, all available numbers will be displayed.
5. Click on the "Dial" button assigned to the desired number.
The SwyxIt! window displays on top and the number will be dialed by SwyxIt!.
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In order for SwyxIt! to be able to use the numbers entered in Lotus Notes, the numbers must be recorded in the correct format. For further information please refer to chapter Number formats.
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Please pay attention to the country-specific particularities, as in Italy, for example: The preceding zero must be included here in the local area code.