Events
Events
The Event enhancement is used for scheduling, tracking, and organizing calendar-related activities. Similar to appointments or meetings in a typical calendar. When an event is added in the Scan app, the event will be automatically added to the user's Salesforce calendar once the scan is saved as a Contact or Lead.
The 'Event' enhancement can be found on the 'Continue to OCR' and 'Destination' screens.
Adding An Event
Start by tapping the Event icon to go to the 'Add an Event' screen and then fill in the details of the event along with any comments you have. When you're all done, just hit the 'Save' icon in the top right corner to save the event.
Once the event is saved, you'll see a checkmark above the Event icon, confirming that your task has been successfully recorded.
