Skynamo Web Interface
Manage your Skynamo instance from your browser. Find guides on customers, products, users, forms, reporting, subscription management, and configuring your account settings.
Web - Troubleshooting and FAQs
Contacts
Customers
- How to merge Customers
- How to manually assign customers on Skynamo in bulk
- How to assign customers from one user to another in bulk
- Download Customer Activities in Skynamo
- How to upload customer images using Postman
- How download your customer list Web
- How to use Customer Filters on Web
- How to activate a previously deactivated customer
- How to bulk edit groups of customer information
- How to add new customers in bulk
- Customers Explained
- Find Duplicate Customers in Excel
- How to deactivate customers in bulk
- How to manually assign a customer to a user on Web
- How to add a Customer on the Web interface
- How to see your Customer Map View
- How to download Customers - Web
- How to assign a customer that is not assigned to you
Timeline
- The Timeline Explained - Web
- Log Activities on Your Timeline | Track and Manage Tasks
- How to Resend Quote/Order Emails in Skynamo | Easy Steps
- How to fill in a form on timeline - Web
- How to create a credit request in timeline - Web
- How to create a new quote on timeline - Web
- Timeline Filters in Skynamo | Efficient Activity Tracking
- How to create a new order on timeline - Web
- Understanding Skynamo Order Statuses | Logged, Failed, N/A
Dashboard
- Skynamo Dashboard: Visual Sales performance Insights Data"
- How to download reports from your Dashboard - Web
- Unlock Customer Insights with Skynamo RADAR - Sales Analysis
- Dashboard Glossary
- How to reload/refresh your Dashboard data - Web
- RFM Analysis explained - Web
- How to use the Dashboard filters - Web
- Tutorial on navigating the Dashboard - Web
Configuration
- Getting your external Emails to display on Skynamo
- How to add Visit frequencies in bulk
- How to edit Product fields
- How to add a customer or product field
- "Multi-currency - Adding additional currencies"
- How to manage tax rates in Skynamo
- Rep Code Assignments with Sage 50 Pastel Partner
- Rep Code Assignment with Intacct integration
- How to log an idea on Skynamo
- How to resolve import failures
- How to bulk import images and product files via Dropbox
- Preventing out of stock Orders and Quotes
- How to download my product / customer database
- How to edit Customer fields
- How to import files?
- Disabling customer fields on an order or quote form
- Rep Code Assignment with Sage Business Cloud Accounting
- Multi-currency - How to enable
- Permissions and Access Control
Products
- How to set-up barcode scanning for orders, quotes & credit requests
- How to add deals
- How to select a minimum or Warning Price List
- How to add product files
- Pricing on Skynamo Explained Web
- Products Tab Explained
- Multi pack denomination explained
- How to add a price list to Skynamo on Web
- How to view and edit your product information on Web
- How to Edit Stock Levels Manually on Web
- How to edit your pricing on Skynamo on Web
- How to view and edit products information in bulk on Web
- How to set up a cost price list to enable Gross Profit margins on Web
- How to add multi-pack denominations Skynamo Web
- How to edit packaging options for Multi-pack denominations
Users
Forms
- How to add an email recipient to a Form
- How to add a user to a form
- How to duplicate a form on your instance
- How to complete a Form on Skynamo insights
- Forms on Skynamo: Data Collection for Smarter Business Decisions
- How to create a Form
- Working with nested drop-down boxes
- The different form field configurations - Explained
- Setup Skynamo Scorecards
- How to configure individual forms
- How to set up approval forms
- Form fields - Explained
- How to download the form results
- How to edit Form questions
Subscription Management
- How to add a new user
- How to give a user Instance administrator access
- Multi-Factor Authentication (MFA) on Skynamo
- How to update the role a user is assigned to
- How to create a Subscription Admin user
- How to give a user Subscription administrator access
- How to change a user's details
- How to deactivate users/revoke a user license
- How to cancel your Skynamo Subscription
- How to remove add-ons from your billing
- How to add additional features to your subscription
- How to add an additional instance
- How to add a license for an additional instance
- How to update your VAT number
- How to add a PO number
- How to access invoices, credit notes, and statements
- How to see your billing history
- How to add payment methods
- How to change your billing address
- How to update your billing contact
- How to update your Authorized Signatory
- How to view or change your account information
- How to add or reduce user licenses
- Creating your Skynamo instance
- How to assign a user to another instance
- Subscription management
- NEW - How to access expanded subscription details
- License change management
- How to delete a Skynamo instance
- Understanding the Roles: Instance Administrator vs. Subscription Administrator
Calendar
- Understanding the Call cycle/Tasks template
- How to view your scheduled visits and tasks in New Outlook - Web
- How to view your scheduled visits and tasks in Old Outlook - Web
- NEW - Web Calendar article guide
- How to import tasks and call cycles/scheduled visits - Web
- How to set pop-up reminders for your user - Web
- How to add a task/scheduled visit - Web
- How to delete tasks/scheduled visits in bulk - Web
- About Tasks, Scheduled Visits, Call Cycles, Visit Frequency
- Explained - Viewing your Skynamo tasks and visits in other calendars
- How to edit a scheduled visit/task - Web
- How to delete a scheduled task/visit - Web
- How to unlink your visits and tasks from Outlook - Web
- How to download your tasks and scheduled visits - Web