Integra Scenarios
Integra for Notes is able to collate data either from single Notes documents, or from multiple Notes documents and pushing this data into one or more Word documents or to an Excel spreadsheet.
Sales Reports – generate sales data from your Notes data to Excel
Quotations – generate an Excel quotation to a client listed in your Notes CRM database by selecting the client and running Integra.
Migrate Notes data – migrate your Notes databases by exporting each Notes document to Word and programmatically detaching any attachments to the file system.
Mail Merge – merge contact details from a Notes database into a printed or e-mail shot in Word.
Import Word documents – upload Word documents from your file system to a Notes document library or quality system.
Upload Production Data – automate daily uploading of data from your production systems into a Lotus Notes database for distribution using a scheduled Integra profile.
Scheduled Reporting – generate a scheduled weekly report of sales by region into an Excel spreadsheet
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