Designing the User Experience for Lotus Notes andSametime
I am working with Chris Majoros and Matt Hatem (Matt and I gavethe "themes" talk at Lotusphere) and Carrie Tracy ( visual designer--she and I gave the "Design Directions" talk together atLotusphere) on a "Mac" visual theme for Lotus Notes 8.5 on the Mac.
In addition to working on the visual part, we are toying with the ideaof reducing the number of toolbar buttons in the toolbars,because, as you Mas users know, the Mac toolbars are generally prettysparse. For example, Mac toolbars do nto generally have things likePrint, Save, etc. Should we pare down the toolbars on the Mac?
We are adding support for large icons to Notes 8.5 (in addition to the small ones that ship with Notes 8 and 801).
We plan to have a context menu item on the open list, and a preference.
Figure: Use large icons in the context menu on the Open list. I'ts a "check mark" menu item, like "Dock the Open List"
Here is the preference. Notice that I put it on the Windows and Themespage. I know that there used to be a preference on the BasicNotes client Configuration page.
However, this new preference applies to Expeditor, Syphony, andLotus Notes, so it does not make sense to have it on the BasicNotes client configuration page any more. For example, if Samantha is using "standalone" Symphony, she needs to be able toset large icons on the Open list for the 3 Symphony editors. TheBasic Notes Client Configuration preference won't be there. Yeah,I am a bit worried that people will not find it there. The other optionis to make a whole page just for that.
Figure: the new "use large icons preference" in the Windows and Themes preference page
On February 18, 2008, I posted several draft dialog boxes concerning the roaming user 'upgrade' experience, which we are trying to improve.
In the comments, you asked for several things, one of which was theability to customize the initial dialog that tells users they are beingupgraded.
The good news is....we actually listened! We changed our plan and atthe moment, we plan to give you not one, but 2 customizable dialogs aspart of that experience. We plan to let you customize the firstone, and then the last one. Here is the revised first one, and you cancustomize the text (well, that is the plan tho I have not yet seen itworking) up to the radio buttons:
IBM Lotus Notes
Your Lotus Notes administrator has made you a "roaming user" so that you can get all of your Notes data on different computers.
You can continue to do your work and monitor the progress on the Replication tab
What do you want to do now?
O Convert to roaming now
O Ask me the next time I start Notes
O Never ask me again, I do not want this computer to roam.
[ OK ]
You can also customize the "roaming finished" dialog. (It is currently so lame that it's funny, in my opinion. It is 100%technically accurate but completely useless to Samantha.
The last dialog currently reads, "You have now completed the roamingprocess. You can now roam to other machines once the "user can roam"field in the person record has a status of Yes."
The problem is that Samantha has no idea what a person record is (isthat like a "hit single' from the olds days of record companies??) andshe has no way of verifying when, if ever, this happens. So werevised the default ROAMING COMPLETED MESSAGE , but the most importantthing is that this message is a customizable one as well! (e.g. you cantell Samantha when roaming should be ready based on how often you runAdmin P. We had a lengthy discussion about whether or not to tellSamantha about Admin P. I managed to persuade the developers thatif we mention "Admin P" then she will think that Fred wet his pants.
Here's the current planned wording:
The roaming setup process is complete on this computer. Your LotusNotes data will be the same on any computer once a scheduledadministration task has run.
[ OK ]
One of the options available to Betty after composing the document is to send an email using Notes. The information that will be provided for the email (To, cc, bcc, subject fields and the attachment) is all provided in a dialog from the context of Symphony (see example below). The only option available in this release will be to send the document as an attachment.
Figure: The Mail merge dialog for filling out who to send the merged documents to
As far as the integration with Notes, Betty will only interact with Symphony, and the email will be sent in the background (Betty will never see an actual email form).
In Notes 8.5 the Sidebar will be easier to manipulate. Specifically, it will be easier to:
So we added the ability to drag a panel down to become an icon at the bottom, or drag it up to be an icon at the top.
In the public beta , you can drag icons DOWN so that the become an "icon bar" at the bottom. As of today's build, you can also drag them up, as shown in the screenshot below: