To create a SIMPLE shared contacts application in Lotus Notes/Domino:
File -> Database (Application in Notes 8) -> New
In the New Database dialog box, choose your server, give the application a Friendly Title like "Shared Contacts", then a file name, ensure you choose "Personal Address Book" in the Templates section at the bottom of the screen.
This will create a database on your server that is based on the Personal Address Book template, that can be used as a shared contacts application (While the Application is still open choose "Edit -> Copy as link ->Database link" to help in the next step).
For your users to be able to refer to this list of contacts when addressing email, etc, you will then need to configure a directory assistance record that points to this application. You may also want to change the Shared Contacts database Access Control List to restrict who can create, edit and modify shared contacts.
If you have not set up Directory Assistance yet.
Do the same as above (File -> Database -> New)
Create a Database with the Title "Directory Assistance" on your server.
Use the Filename "da.nsf"
Use the "Directory Assistance" Template (you may need to change the template server to your server and choose "Show advanced templates" to be able to see this template).
When the database has been created, create a directory assistance record by choosing the "Add Directory Assistance" button on the Action Bar.
Complete the Fields as follows:
Basics |
|
Domain type: |
Notes |
Domain name: |
YourDomain |
Company name: |
Shared Contacts |
Search order: |
2 |
Enabled: |
Yes |
Then go to the Replica's Tab, right-hand click in the "replica's" field and choose "Paste" (this will paste the database link created earlier).
Save and close the Directory Assistance record.
Now edit the Server Document in your Domino Directory and add "da.nsf" to the Directory Assistance field on the "Basics" tab of the server document.
Save and close the server document and restart your server.
Now any contact added into your shared contacts Database will be available to your users when addressing email.
Note that the "Personal Address Book" template is not a fully-fledged CRM system, but it will allow you to create and use shared contacts.