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 are by default in copy of the e-mail |
Step-By-Step
How Add the Guests ?
|
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”
3 – Fill User name you can use the magnifier at the right of the User
4 – Click on Save ” if you add only one guest “, if you add more Guests Click on "Save & New"
Do not change User Menu; keep the current selection "User" |
❑ Visit Minute Detail
Click on "Preview & Send Internally => A preview of the email is generated with all its fields, including internal notes
Check that relevant Solvay email adresses are in copy and then click on "Send"
You can add an Additional to Recipients (Click in the magnifier at the right of the Additional to)
By default, the Account Solvay team and all guest are is CC |
❑ Visit Minute Detail
Click on "Preview & Send Externally (An email is sent with the Visit Minutes and all its fields, excluding internal notes
Fill in your contact email address in the field "Additional To:". Check that relevant Solvay email adresses are in copy and then click on "Send"
You can add an Additional to Recipients (Click in the magnifier at the right of the Additional to)
Need help?