Overview
In this section, you can send the visit minutes Visit Minutes to the supplier, to your Manager , or ColleagueColleagues
Table of content
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Guests and Solvay Account team members are by default in copy of the e-mail |
Step-By-Step
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How Add the Guests ?
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Status colour Blue title Step 1
From your visit Visit Minute, Scroll down go to see the "Guests" related list and click in the button “New Guest”
1- In view menu Record Type of new record, select “Contact Guest" or "Other GuestGues"t or "Solvay Guest” "
2- Click on “ContinueNext”
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Do not change User Menu; keep the current selection "User" |
Status colour Blue title Step 2
❑ Visit Minute Detail
Click on "Preview & Send Internally", a preview of the email is generated with all visit minute Visit Minutes fields, including internal notes
Status colour Blue title Step 3
Check that relevant Solvay email adresses are in copy and then click on "Send Email"
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By default, the Account Solvay team members are in the "CC:" field and all Solvay guests are is CCin the "To:" one |
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❑ Visit Minute Detail
Click on "Preview & Send Externally", a preview of the email is generated with all visit minute Visit Minutes fields, excluding internal notes
Status colour Blue title Step 5
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By default, the Account Solvay team members are in the "CC:" field and all Solvay guests are is CCin the "To:" one |
Need help?
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