Public Sector Portal

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...

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...

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...

For more information on Smart Forms, please see the Smart Forms Knowledge Base: Axsy Smart Forms  Create a New Task   1. Create a n...

The Axsy Public Sector Mobile App supports Salesforce's implementation of the Signature Component in a Task.  Please see this Salesforce Page for m...

For more information on Salesforce's Signature Task and its setup, please see this article: Signature Task Log In to the Axsy Public Sector Mobil...