Stephan Joubert
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Activity overview
Latest activity by Stephan Joubert-
Stephan Joubert created an article,
Getting your external Emails to display on Skynamo
How is this feature going to help you? - No more copying emails into comments - Better visibility for everyone of customer interactions - Build a more complete customer history What does i...
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Stephan Joubert created an article,
Recommended Reports and how to set them up
We have a wide variety of reports available to Manager users on the Skynamo Web Interface to help reduce the admin for you and your team, and giving you valuable insights into the company. It might...
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Stephan Joubert created an article,
Office Admin User Guide
Download document for a summary of Skynamo Office/Admin components and corresponding actions.
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Stephan Joubert created an article,
How to do a data drop IOS
Sometimes Skynamo is unable to sync due to there being a data conflict (i.e. from a merged customer). In these situations, we recommend that you do a data drop, and restart the syncing process. 1) ...
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Stephan Joubert created an article,
How to edit Stock levels on the Skynamo web interface
If you have previously imported stock levels for products at warehouses on Skynamo, you are able to edit the stock levels one by one, should you prefer to do so. Alternatively, if you do not want t...
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Stephan Joubert created an article,
Converting a Quote to an Order on Android
It is very easy to convert a quote to an order when using Skynamo Field. Simply locate the quote either under the Timeline on the customer profile and click on the word Quote submitted at..., whic...
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Stephan Joubert created an article,
How to Perform Surveys and manage Model Stock Android
Model stock is a useful feature Skynamo offers for those customers that might have an ideal stock level. This is mostly used in the retail industry but can be used in other industries as well. Mode...
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Stephan Joubert created an article,
How to switch over to the “old” or previous order form Android
These 3 easy steps will illustrate how you can switch back to the “old” or previous version of the order page if you find this more convenient. Step 1: Click on the settings tab on the top right: ...
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Stephan Joubert created an article,
How to log out of Skynamo Android
Open Skynamo and select the preferences button - this is found from the top right corner. Next, click on Preferences Click on Log Out Followed by Confirm Log Out And you will be presen...
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Stephan Joubert created an article,
Adding Tasks on Android
Skynamo allows you to add and manage your own To-do list on the same device and program you use every single day whilst working with your customers. Your manager or team leader can also add tas...