Overview
In this secetion, you can see how to add the New task after sending a Visit Minute
Table of content
Step-By-Step
STEP 1
Open your visit Minute “VM-000142”
Scroll down to the “Action Plans" related list and click in "New Task”
STEP 2
1- In the “Grouping field”, write the name of the Action Plan”
2- Choose for example “Commercial Follow-Up" in the field "Type” View menus
3- Click on the "Status" field and choose "Open“
4- Click on the "Subject" field and write the title of the task
5- Click on the "Description" field and write the description of the task
6- Click on the "Root Cause" field and write the Root Cause of the task
7- Click on the "Comments" field and write some comments about the task
8- Click on the "GPS Axis"magnifier “
9- Create Recurring Series of Tasks” Frequency“
10- Choose the “due date” and End Date in the related field
11- Select Reminder in view menu ‘on occurrence date at time for each occurrence,
12- Click on "Save"
You can use "the grouping Field" to indicate a number QM for example or a sample order number
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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Service One Platform.