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Jana du Toit

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Latest activity by Jana du Toit
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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...

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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 optio...

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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...