Syensqo IS - Customer Support

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titleWhen shall I create a visit report?

The visit report should be created after the visit to a customer to make sure you capture relevant information to be shared within the group . Or or send the meeting minutes to the customer.

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titleCan I record a visit report without having had recorded a visit?

Yes, it’s possible to log a visit report without logging a visit. Just click directly on New Visit Report from the Contact page. However, it is strongly recommended to log your visits in Salesforce (directly or through CirrusLightning For Gmail) to keep track of them

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titleHow can I restrict he visibility of the visit report to only those that took part of the visit?

Choose 'Solvay Contacts restricted' in the Visibility drop down list of the vist report page.

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titleDo I have to make two separate reports, one for the customer and another one for internal use?

No. In the visit report, there are two separate fields, section:

  • one called "Internal Report" which will be sent only to those who, from Solvay, participated or are involved in the visit report, 
  • and another one called "Visit Report (shared with customer)" that will be sent to the customer’s participant(s). Note that when sending the report to the customer, you can still edit the email.
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titleWhat is the report wizard?

The report wizard is a Salesforce fuctionality which can be used to report not only the visit itself, but also Competitive Insights and Cross BU Leads, and assign tasks or activities that are linked to the customer you visited.

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titleIf I schedule a meeting using Salesforce, will it be synchronized in my Google calendar?

Yes, it will, through the Cirrus applicationif you have installed the Lightning For Gmail application.

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titleHow can I follow the status of the activities I have created for other users ?

In the Activities tab, there is a view named: "My Delegated Activities".

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titleWhat's the use of the field "Safety visit" ?

This field has been added for Soda Ash and Peroxides.

It's to indicate that the visit report corresponds to a Safety visit. This allow to count and filter on this criteria which is very important for them as they have to do a minimum of visit by year.