Overview

 

 

Table of content


Step-By-Step

 




Visit Minute Detail

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

 

 

 



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

 

 


 New Team Member

 

Account => the buyer name is automatically fill in this square ” X COMPOUND”

1- Type => Put manager in" Chosen “

2- User => fill  the name  “Click on the magnificer at the right of the "User" Field

3- Select the Buyer

4-Save

 

 

 



Visit Minute Detail

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

 

 

 


Step 5 Description

 

 

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Step 6 Description

 

 


Step 8 Description