16.6 Displaying and creating Lotus/IBM/HCL Notes Contacts during a call
You can configure the integration in such a way that a Lotus/IBM/HCL Notes contact is automatically displayed or even created for telephone calls, see
Configuration.
If you have disabled this function in general or enabled it for certain databases only, you can display and/or create a Lotus/IBM/HCL Notes contact for the respective caller during a call (or even during the ringing tone). If no contact is present, a new contact is created, but not yet saved directly. You can then process the new contact as necessary in Lotus/IBM/HCL Notes and save it.
To open a Lotus/IBM/HCL Notes contact during a call
You receive a call or have just dialed a subscriber or you are currently on a call, and you want to create or display a Lotus/IBM/HCL Notes for this call.
1 In the "Functions" menu or the context menu of the relevant line button or Speed Dial, select the option "Show contact".
An existing Lotus/IBM/HCL Notes contact is opened, or a new contact is created. A call is correlated to a contact by means of the number.
2 If you have created a new contact, adjust it as necessary and save it in Lotus/IBM/HCL Notes.
Last modified date: 10.19.2023