Overview
In this section, you can send the Visit Minutes to the supplier, to your Manager or Colleagues
Table of content
Guests and Solvay Account team members are by default in copy of the e-mail |
Step-By-Step
How Add the Guests ?
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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
❑ Visit Minute Detail
Click on "Send Internally", a preview of the email is generated with all Visit Minutes fields, including internal notes
Check that relevant Solvay email adresses are 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)
By default, the Account Solvay team members are in the "CC:" field and all Solvay guests are in the "To:" one |
❑ Visit Minute Detail
Click on "Send Externally", a preview of the email is generated with all Visit Minutes fields, excluding internal notes
Check that relevant Solvay email adresses are in copy and then click on "Send Email"
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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