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Schalk

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Latest activity by Schalk
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    Schalk created an article,

    Using Customer Fields to help scope your forms

    If you have specific forms that are only intended for a certain group of customers, or should only be filled out during certain periods when for example you are running a promotion or campaign it i...

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    Schalk created an article,

    Import templates

    All of our import templates are available for download in this article. Here you will find the following import templates: Comments Template Contacts Template Customer Targets Template Customer...

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    Schalk created an article,

    How to send a Debug email - Android

    To send a debug mail, follow these next steps. 1. Go to your settings from the Overview page   2. Click on the About tab   3. Click on the Debug option   4. Click on Send debug email   5. You w...

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    Schalk created an article,

    How to send a Debug email iOS

    To send a debug mail, follow these next steps: 1) Open your Skynamo settings.   2) Click on Send a debug mail.The email address should generate automatically to support@skynamo.com Make sure that...

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    Schalk created an article,

    How to configure/set-up your instance

    Account Manager users can configure and edit their company's instance. The following steps will guide you on making the necessary changes to configure your instance with your desired permissions an...

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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