Jana du Toit
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Activity overview
Latest activity by Jana du Toit-
Jana du Toit created an article,
Customising User Roles
User Roles provide a way of managing bigger teams easier in terms of adding new users as well as doing custom reporting on different teams. Different User Roles can be set up to give your teams d...
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Jana du Toit created an article,
Troubleshooting your Android device
If you are experiencing issues with Skynamo on your Android device, there are a few things you can check yourself prior to contacting the support team. Start by checking your internet connectivit...
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Jana du Toit created an article,
How to add Visit frequencies in bulk
On Skynamo, visit frequencies can assist with your planning. You can set up how often you want to see your customers, and filter your customer list to see the customers that need to be visited acco...
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Jana du Toit created an article,
How to use Skynamo's No tracking option
When you select to turn off tracking, your location is no longer stored, unless you log a visit. Visit locations are used to report whether visits with your customers are onsite or offsite. This ...
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Jana du Toit created an article,
Setting up Product Availability
As a company, you might have products that are only available at certain customers. You can use Skynamo’s order unit scoping/Product Availability to ensure these are only sold to the correct custom...
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Jana du Toit created an article,
Resetting your password
On Skynamo you can reset your password using the Web interface. If you are logged in, click on your name at the top right of your screen, and click on Settings: You will see your own details, a...
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Jana du Toit created an article,
Manage your database with Customer Fields
Customer fields are a great way to classify parts of your database that might be important to you, and a good way to assist your users in planning and prioritizing when used as filters. Good exampl...
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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,
Reactivating a customer from the Web Interface
This process can be done if a customer has been either deactivated or deleted from your customer database. Keep in mind we remove visibility of the customer but we do not delete the data. Below we ...
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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...