Step By Step
Share a Visit Report with the customer | |
|---|---|
 David opens the visit report he wants to share first with John and Michael |  |
 He clicks on the button Send Report to Customer |  |
 David can manually enter email addresses if needed |  |
 David has also the choice of the template language and for the attachments to be included or not. |  |
 Finally, David verifies the title and content of the email and adapts the text if needed. He also checks that his signature is well included in the email template.
Don’t panic! As you see, you can fully edit the content of the email before sending to the customer. |  |
The field "Visit Report shared with Customer" is added at the end of the Visit Report email body => New Winter 17' Release |  |
 Once the visit report is ok for him, he clicks on Send Report To Participants |  |
 To update your signature, click on your name on the top right of the screen and click on My Settings. |  |
 Then, in Personal, click on Advanced User Details |  |
 Finally, click on Edit and scroll down to Signature |  |
 In the field Signature, record your signature and click on Save |  |
Need help?
To request any support or if you have identified a bug or incident , please create a Freshdesk ticket using Solvia platform : https://solvia.solvay.com/
you can copy users with email address , default priority is Low , then Submit . We advise you to put keywords in subject to ease dispatching to correct Agent : CRM - Complaint for example
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