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 Android Windows To download th...
Fri, 30 Jul, 2021 at 8:06 PM
Logging In to the Mobile App
Logging into the Axsy Retail Execution Mobile App entails logging into Salesforce. By default, the login screen is for a Production Org. To login t...
Fri, 30 Jul, 2021 at 7:50 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.  ...
Fri, 30 Jul, 2021 at 7:58 PM
Navigation
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 i...
Fri, 30 Jul, 2021 at 8:28 PM
Refreshing Data using Pull-to-Refresh
To pull-to-refresh and manually refresh data from Salesforce while on a Visit or Visits List, swipe down and then release when you see the spinning animati...
Fri, 30 Jul, 2021 at 8:29 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 displa...
Fri, 30 Jul, 2021 at 8:42 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 inf...
Fri, 30 Jul, 2021 at 8:41 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...
Wed, 14 Apr, 2021 at 12:23 AM
Viewing Files
Users can view Salesforce Files in the Axsy Retail Execution Mobile App via the Related tab of a record, or via the Files tab of the main menu.  For mo...
Fri, 12 Feb, 2021 at 11:27 PM
Internationalisation and Localisation
The Axsy Retail Execution Mobile App accommodates language translation capabilities and currency & date format conversions depending on whether the data...
Wed, 10 Mar, 2021 at 11:38 AM
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