Visits and Visit Tasks

Create an Action Plan Template for a Visit
In order to create a Visit with Tasks, you need to define an Action Plan Template that creates the Tasks to associate with a specific Visit.  Please se...
Thu, 13 Jan, 2022 at 12:10 PM
Create a Visit with an Action Plan
When you create a Visit, you will need to associate it with an Action Plan and therefore an Action Plan Template.  Please see this article for instruct...
Thu, 13 Jan, 2022 at 12:15 PM
Configurable Fields for the Visit List
The scope, design and UI for this feature should not be considered final until the feature is made generally available as part of an official release. The s...
Thu, 7 Jul, 2022 at 10:43 PM
Create a Smart Form Task
For more information on Smart Forms, please see the Smart Forms Knowledge Base: Axsy Smart Forms  Create a New Task   1. Create a n...
Tue, 3 Aug, 2021 at 3:55 PM
Signature Task
The Axsy Public Sector Mobile App supports Salesforce's implementation of the Signature Component in a Task.  Please see this Salesforce Page for ...
Thu, 13 Jan, 2022 at 12:18 PM
Signature Task Status
For more information on Salesforce's Signature Task and its setup, please see this article: Signature Task Log In to the Axsy Public Sector Mobi...
Tue, 3 Aug, 2021 at 4:08 PM
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