Using the Mobile App

Where do you download the Axsy Retail Execution Mobile App?
iOS Devices To download the Axsy Retail Execution App on an iOS device, please use this link on the App Store: https://apps.apple.com/us/app/axsy-retail...
Wed, 13 Jan, 2021 at 6:45 PM
Logging In to the Mobile App
Logging into the Axsy Retail Execution App entails logging into Salesforce. By default, the login screen is for a Production Org. To login to a Sandbox or c...
Thu, 19 Nov, 2020 at 7:32 PM
Accessing the Visit Calendar
The Axsy Retail Execution App has a calendar that displays, by default, all Visits 18 days before and 27 days ahead of the current day.  Navigate to th...
Thu, 26 Nov, 2020 at 4:51 PM
Navigation
The Axsy Retail Execution App has a similar UI to Salesforce Mobile Retail Execution.  For a breakdown of how to navigate the app and information on fu...
Thu, 26 Nov, 2020 at 4:50 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 animatio...
Wed, 16 Sep, 2020 at 11:00 AM
Working Offline
1. When no internet connection is available, a message will alert the user that the app is operating offline.  2. A grey banner will remain at the ...
Mon, 13 Jul, 2020 at 6:38 PM
Logging Out of the Mobile App
1. To log out of the Axsy Retail Execution App, navigate to Settings and select Manage Account. See here for more on navigating the app: Navigation ...
Tue, 22 Sep, 2020 at 3:22 PM
Refreshing data using the Sync Now Button
The Axsy Retail Execution App allows users to receive updated data from Salesforce when an internet/data connection is available with Delta Sync. This can b...
Thu, 19 Nov, 2020 at 2:25 PM
Viewing Files
Users can view Files in the Axsy Retail Execution App via the Related tab of a record, or via the Files tab of the main menu.  For more on how to confi...
Thu, 26 Nov, 2020 at 4:48 PM
Internationalisation and Localisation
The Axsy Retail Execution App accommodates language translation capabilities and currency & date format conversions depending on whether the data is def...
Tue, 24 Nov, 2020 at 4:46 PM
This website uses cookies to improve your user experience. Please see our Cookie and Privacy Policy Notices for further information.