Conference Notes

Notes on BP102 User Blast by Mat Newman

Mat Newman from the West Island of New Zealand (otherwise known as Australia), is talking about Lotus Notes and users.

Key points:
– If users hate Notes, it’s the organization’s fault. Not IBMs.
– It’s important that users know the name of the different parts of the Notes client – eg., the toolbar, the status bar, the sidebar.
– Every Notes database has a standard layout. Previews are good – and you can show them on the right or the bottom.
– “Advanced menus” are turned off by default. Show users how to turn these on, when that makes sense.
– Teach your users about the Notes client shortcuts. They may usage much easier.
– Bookmarks allow you to access Notes and other applications very easily. Eg., you can drag an Excel spreadsheet to the Notes bookmarks bar, or a Web page.
– … Bookmarks can be added to a Startup folder, so when you start Notes, the tabs are ghosted by default. They aren’t opened until the user clicks on it.
– Allow users to create a full-text index for local replicas.
– Very easy to change the search scope in Notes. Choose the drop-down by search. And you can add more databases into the search list.
– … in Notes 8.5.3, you can also search by Recipient or By Subject. There are some specific version requirements on the server and client.
– Widgets provide easy access to information and applications. Can add Google Gadgets, or a Notes view, (among other things) to the sidebar.
– Using actions, you can wire data from a message or document to the sidebar. Eg., an address in an email message to a map on Google Maps. Have some flexibility about how this is set up.
– Plug-ins provide full applications in the sidebar – eg., for Twitter (TwitNotes), for Connections, and more. If there is no widget or plug-in available, see if the Web site of interest has a mobile version. Eg., m.linkedin.com.