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Episode 7: Mail and Calendar Delegation

Julie plays administrative assistant to Amy's Ms. Important CEO, and together they set up Amy's mail file to delegate Amy's mail, calendar, contact, and to do tasks to Julie.

In the Notes help, see the following topics:  

Mail access and delegation

Calendar access and delegation

To Do access and delegation

Contacts access and delegation

IBM SocialBiz UX | 10 August 2012 01:16:27 PM ET | | Comments (4)


 Comments

1) Notes Tips Podcast: Episode 7 - Mail and Calendar Delegation
Stefaan Somers | 9/3/2012 8:07:06 AM

Hi,

we have a lot of shared mailin-boxes that are used by many people. Problem is the fact that it's hard to follow up the different mails, and if they are handled.

We need the following additional functionality :

- add specific tags to mails (f.ex ClientName, VAT-nr, ...)

- be able to assign the mail to a person with a due date (so the mail is handled in time)

Is there any Notes-template, or best practices already existing, which tackles these issues??

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