Jana du Toit
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Activity overview
Latest activity by Jana du Toit-
Jana du Toit created an article,
Why am I seeing someone else's interactions on my Timeline?
When you are assigned to a customer, you see any interactions or activities happening at that customer in the customers history as well as on your timeline. If one of your colleagues or admin users...
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Jana du Toit created an article,
How to select a different file format for reports
When downloading reports, the default download option is set to PDF. You can follow these next steps to download a report in a different file format. I am going to use a Daily Call Report as an exa...
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Jana du Toit created an article,
Can See option on Insights
When working on Skynamo Insights, you might have users looking after a group of individuals, or a single individual, and not necessarily needing to see all of the other user’s interactions. You mig...
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Jana du Toit created an article,
Installing Skynamo Android
To start using Skynamo you will first need to install and sync the application. Follow these easy steps to get going! Step 1: If you do not have a Google account for your device yet you will nee...
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Jana du Toit created an article,
Downloading Images into Excel from Forms
This can be done from your Forms tab. Once you have clicked on the specific form you should navigate to the results. You will see the download box, and once you click on this you will have 2 opt...
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Jana du Toit created an article,
Devices Page
The devices page can be used to view which devices your users are currently using (IOS or Android), and also the sync status of these devices. You can see the last time the device was completely sy...
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Jana du Toit created an article,
Product fields
Product fields can also be customised in the same way that customer fields can be customised. Click on the settings icon in the top right hand corner of the screen as indicated above. On the left...
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Jana du Toit created an article,
Custom Fields FAQ
1: Can I add customer or company details to an order, quote or credit note? We sometimes wonder how we can add certain company details, for example, banking details or T&C’s to orders, quotes o...
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Jana du Toit created an article,
Customer page overview
By selecting a specific customer from your customer list, you will be able to view a complete customer overview. This includes a timeline of all user activity captured for the customer in chronolog...
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Jana du Toit created an article,
How to bulk edit groups of customer information
With Skynamo you are able to edit your customer information in bulk instead of updating individual customers which can be time consuming. From your Insights navigate to your Customers tab. From her...