Syensqo IS - Customer Support

Page tree

Versions Compared

Old Version 4

changes.mady.by.user PEYTRAUD, Josiane

Saved on

compared with

New Version Current

changes.mady.by.user Laurent Champiot-ext

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
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

Expand
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.

...

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

Yes, it will, if you have installed the Cirrus applicationLightning For Gmail application.

Expand
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".

Expand
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.