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Lotus Notes 7 Advanced Messaging and Calendar
Lotus Training Overview

During this course you will learn about the advanced options you can select when you send mail. You will learn new ways to respond to messages you receive and establish Mail Rules to automatically process incoming messages.

Because Mail is a key business application, you will learn how to archive important messages.

You will learn how to configure your Calendar and about the advanced options you can select when scheduling Appointments and creating To Doís.

This course also teaches how to delegate your Mail and Calendar and how to work in another personís Mail if you have been delegated the responsibility of acting on their behalf.

Lotus Training Learning Objectives

In this course, you will learn how to:

  • configure user preferences, Mail preferences, and delivery options
  • create and use stationery to send boilerplate memos
  • define basic Mail Rules to perform operations on incoming messages and to help eliminate spam
  • archive messages into a local Archive database
  • configure Instant Messaging preferences
  • delegate your Calendar and Mail to a colleague when you are unable to respond personally.
Lotus Training Audience

This course is designed for Lotus Notes users who have mastered basic Mail and Calendar operations and who want to understand all the options and preferences related to these features. This course also contains valuable information for administrative assistants who have been delegated responsibility for their manager's mail.

This course is part of a series of training courses for Lotus Notes users. Follow these paths to master all aspects of using Lotus Notes 7:



The Lotus Notes 7 Basic Messaging and Calendar course or commensurate knowledge is a prerequisite to this course. There is no content overlap in the two courses.


Lotus Training Course duration

This course is sold as a 1/2 day course.

Lotus Training Course outline

Mail Preferences and Options

    Always keep a copy of sent messages
    Use Letterhead
    Delivery options
    Spell check every message you send
    Exercise: Mail delivery options
    Advanced delivery options
    Text signature
    Set Notes as your default email program
    Send phone message
Stationery
    Memo stationery
    Personal stationery
Message Reading Options
    New mail notification
    Read next/previous message
    Read next/previous unread message
    Filtering a folder or view to show only unread messages
    Marking messages read or unread
    Preview Pane
    Exercise: Preview Pane
    Embedded mail thread view
    Message Marking: Recipients
Customize Folders and Views
    View sorting preference
    Minor folder and view customization
    Row colors
Mail Rules
    Create QuickRule
    Exercise: Create QuickRule
    Block Mail from Sender Rule
Local Mail Archive
    Why archive mail?
    Configure local Mail archiving
    Routine message archive
    Recover archived message
    Archive Log database
    Schedule the archive
    Remove expired messages from your Mail
    Administrator control over archiving
Instant Messaging Preferences and Options
    User Preferences
    Instant Messaging Contact List display options
    Leave a message
    Save chat transcript
    Paste Notes links into Chat window
Calendar Entry Options
    Option 1: Repeats
    Reschedule a repeated entry
    Option 2: Notify Me
    Alarm configuration
    Missed alarms
    Option 3: Mark Private
    Option 4: Pencil In
    Option 5: Specify a different time zone
    Option 6: Categorize
Calendar Configuration
    Preference 1: International preferences
    Preference 2: Current location
    Display alternate time zone
    Preference 3: Calendar display preferences
    Preference 4: Default Calendar Entry type
    Preference 5: Workday definition
    Preference 6: Scheduling conflict handling
    Enable conflict checking
    Exercise: Conflict checking
    Preference 7: Colors used to help distinguish entries
    Exercise: Color code Calendar Entries
    Preference 8: Holidays
    Import holidays
Contact Actions and Options
    Create contact from message(s)
    Create group from sent messages
    Create contact from a directory lookup
    View actions
    Print labels from contacts
    Contact preferences
To Do List Views, Actions, and Preferences
    By Category view
    Incomplete and Complete views
    Quick To Do
    Copy into New To Do
    To Do Preferences
Mail and Calendar Delegation
    Mail database is private by default
    Delegation and your privacy
    Delegate your Mail database
    Exercise: Calendar delegation
    Calendar delegation and time zones
    Shortcuts to others Mail databases

 
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