Overview
In this section, you can send the visit minutes to the supplier, to your Manager, or Colleagues
Table of content
Guest and Solvay Account team are by default in copy of the e-mail
Step-By-Step
How Add the Guests ?
- Solvay Guests = Solvay user with licenses Convergence
- Contact Guest = Account related contact
- Other Guests = Solvay staff unlicensed in Convergence
STEP 1
From your visit Minute, Scroll down 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 Guest or Solvay Guest”
2- Click on “Continue”
Do not change User Menu; keep the current selection "User"
STEP 2
❑ Visit Minute Detail
Click on "Preview & Send Internally => A preview of the email is generated with all its fields, including internal notes
STEP 3
Check that relevant Solvay email adresses are in copy and then click on "Send"
By default, the Account Solvay team and all guest are is CC
STEP 3
❑ Visit Minute Detail
Click on "Preview & Send Externally (An email is sent with the Visit Minutes and all its fields, excluding internal notes
STEP 4
Need help?
How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
- I want to mass upload procurement data → Maintain procurement data in CONVERGENCE
- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
The best way to get IT support is to use the new
Service One Platform.