Visits and Visit Tasks
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
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
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
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
The Axsy Public Sector Mobile App supports Salesforce's implementation of the Signature Component in a Task. Please see this Salesforce Page for m...
Thu, 13 Jan, 2022 at 12:18 PM
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...
Tue, 3 Aug, 2021 at 4:08 PM