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Schalk

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Latest activity by Schalk
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    Schalk created an article,

    Downloading your Reimbursement Claims Report

    Start off by finding the Reimbursement Claims report in your list of reports: After opening the report, remember to set the required filters on the right-hand side of the page.   It is also impor...

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    Schalk created an article,

    Adding or removing users from reports

    If a new user has joined the company or someone has moved on, you as the Management user or Account manager would need to take the responsibility to make the required updates to the reports by addi...

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    Schalk created an article,

    Skynamo Account Manager permissions cheat sheet

    You will be able to add new users, and also set up permissions for your users in the company. The following document will outline these permissions.

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    Schalk created an article,

    Contacts Import / Export - Custom fields to Contacts

    Custom fields are really flexible and allowed us to do some clever categorisations of customers like tiers, grouping and filtering on routes, status, etc. It even helped us to remember the birthday...

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    Schalk created an article,

    Daily Skynamo Process - Android

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    Schalk created an article,

    Daily Skynamo Process - iOS

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    Schalk created an article,

    The Skynamo Order page - iOS

    Step 1: Select the + button in the top right-hand side of the page, once on a customer profile, and then click on Order.   You will be presented with the following screen. Please complete the foll...

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    Schalk created an article,

    Making planning simpler with Visit Frequencies Android

    There are few things more tedious than planning and reporting on something that needs to be the same week in and week out...if only a computer can do this for me... If this is how you feel, then I ...

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    Schalk created an article,

    Making planning simpler with Visit Frequencies - iOS

    There are few things more tedious than planning and reporting on something that needs to be the same week in and week out...if only a computer can do this for me... If this is how you feel, then I ...

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    Schalk created an article,

    How to log into Skynamo for the first time - iOS

    In order to download apps (and of course, Skynamo!) on an iOS device you first need to have an active Apple ID. If you already have one, then you can just use this to log onto your new device. If n...