Using the Mobile App

Where do you download the Axsy Retail Execution Mobile App?
Please see the following links for the Axsy Retail Execution Mobile App for the respective application store. iOS To download the Axsy Retail Execution...
Mon, 21 Mar, 2022 at 9:31 PM
Logging In to the Mobile App
Logging into the Axsy Retail Execution Mobile App entails logging in to a Salesforce Org. Open the Axsy Retail Execution App 1.  By default, the log...
Mon, 21 Mar, 2022 at 9:33 PM
Accessing the Visit Calendar
The Axsy Retail Execution Mobile App has a calendar that displays, by default, all Visits 18 days before and 27 days ahead of the current day.  Navigate...
Mon, 21 Mar, 2022 at 9:35 PM
Navigating the Mobile App
The Axsy Retail Execution Mobile App has a similar UI to Salesforce Mobile Retail Execution.  For a breakdown of how to navigate the app and informatio...
Mon, 21 Mar, 2022 at 9:37 PM
Refreshing Data using Pull-to-Refresh
To pull-to-refresh data from Salesforce while on a Visit or Visits List, swipe down and then release when you see the spinning animation. If the app has int...
Mon, 21 Mar, 2022 at 9:39 PM
Working Offline
1. When no internet/data connection can be retrieved by the device, the app will switch to offline mode. A blue banner will remain at the top of the display...
Mon, 21 Mar, 2022 at 9:39 PM
Logging Out of the Mobile App
1. To log out of the Axsy Retail Execution Mobile App, navigate to Settings > Manage Account. Please see this article  for more on information on navigat...
Mon, 21 Mar, 2022 at 9:40 PM
Refreshing data using the Sync Now Button
The Axsy Retail Execution Mobile App allows users to receive updated data from Salesforce when an internet/data connection is available with Delta Sync. Thi...
Tue, 3 May, 2022 at 8:01 AM
Viewing Files
Users can view Salesforce File records in the Axsy Retail Execution Mobile App.  Files can be viewed in two main ways in the app:  In the Files tab of...
Mon, 26 Sep, 2022 at 7:27 PM
Internationalisation and Localisation
The Axsy Retail Execution Mobile App accommodates language translation capabilities and currency & date format conversions depending on whether the data...
Mon, 21 Mar, 2022 at 9:57 PM
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