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Overview

  ExcerptIn this section, you can sent send the visit minutes Visit Minutes to the supplier, it to your Manager , or  our Colleagues

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Tip

Guests and Solvay Account team members are by default in copy of the e-mail

 

Step-By-Step

Panel

How Add the Guests ?

  • Solvay Guest = Solvay user with Convergence license
  • Contact Guest = Account related contact
  • Other Guest = Solvay staff with no Convergence license

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titleStep 1


From your Visit Minute, go to the "Guests" related list and click in the button “New”



1- In view menu Record Type of new record, select “Contact Guest" or "Other Gues"t or "Solvay Guest"  


2- Click on  “Next”
3 – Fill User name you can use the search help by pressing the "Enter" key
 
4 – Click on Save ” if you add only one guest “, if you add more Guests Click on "Save & New"
N.B. : ticking the checkbox "To Be Notified" will allow to automatically populate the "To:" field with the guest email when sending your Visit Minutes

 

 

 

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titleStep 2


❑ Visit Minute Detail

 Click Click on "Preview & Send Internally  (An ", a preview of the email is sent generated with the all Visit Minutes and all its fields, including internal notes)notes 

 

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titleStep 23


Check that all relevant Solvay email adresses are here in copy and then click on "Send ”
 Email"
You can add an Additional to Recipients (Click in the magnifier at the right of the Additional to)

Tip

By default, the Account Solvay team members are in the "CC:" field and all Solvay guests are in the "To:" one

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titleStep 34
 

 ❑ Visit Minute Detail

Click on "Preview & Send Externally (An ",  a preview of the email is sent generated with the all Visit Minutes and all its fields, excluding internal notesnotes 

 

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titleStep 4

❑ Visit Minute Detail Click on "Preview & Send Externally (An email is sent with the Visit Minutes and all its fields, excluding internal notes)

 

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5


Check that relevant Solvay email adresses are in copy and then click on "Send Email"

Tip

By default, the Account Solvay team members are in the "CC:" field and all Solvay guests are in the "To:" one

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