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...
Fri, 6 Nov, 2020 at 8:02 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...
Mon, 9 Nov, 2020 at 10:25 AM
Create a Smart Form Task
For more information on Smart Forms, please see the Smart Forms Knowledge Base: Axsy Smart Forms  For more information on Salesforce's Task Object a...
Fri, 13 Nov, 2020 at 10:28 PM
Signature Task
The Axsy Public Sector App supports Salesforce's implementation of the Signature Component in a Task.  Please see this Salesforce Page for more in...
Thu, 19 Nov, 2020 at 9:58 AM
Signature Task Status
For more information on Salesforce's Signature Task and its setup, please see this article: Signature Task 1. The Status of the Signature Task wi...
Fri, 13 Nov, 2020 at 10:59 PM
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