Overview
In this section, you can sent the visit minutes to the supplier, to your Manager, or Colleagues
Table of content
Guest and solvay team are by default in copy of the e-mail
Step-By-Step
STEP 1
❑ Visit Minute Detail
Click on "Preview & Send Internally (An email is sent with the Visit Minutes and all its fields, including internal notes)
STEP 2
Fill in your email adress in the field "Additional To:". Check that relevant Solvay email adresses are in copy and then click on "Send"
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
How Add the Guests
- Other Guests = Solvay staff unlicensed in Convergence
- Solvay Guests = Solvay staff with licenses Convergence
- Contact Guest = List of the people recorded in convergence with an e-mail address
STEP 5
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
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.
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