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...
Tue, 16 Feb, 2021 at 9:10 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...
Tue, 16 Feb, 2021 at 9:14 PM
Create a Smart Form Task
For more information on Smart Forms, please see the Smart Forms Knowledge Base: Axsy Smart Forms  See More/Less... For more information on Salesforce&#x...
Tue, 16 Feb, 2021 at 9:16 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 ...
Tue, 16 Feb, 2021 at 9:18 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, 16 Feb, 2021 at 9:19 PM
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