Select Settings from Super Admin Settings:

This will take you to the Super Admin Settings page:

On the Super Admin Settings page you can change the Icons:

• Favicon – this is the small icon that shows in the  left corner of browser tabs 
• Company Logo – this is your logo that shows on the top-left of every page
• Login Page Image – this is the image that shows on your login page {yourcompany-name}.app.skypexcrm.com/login/

Select Locations from the left-column menu.

You will go to the Locations page. Here you can Add a New Location or Edit Your Location – you only want to Add a New Location.

Add a New Location – You can add a new location by selecting the new location button in the top-right . You can then add the relevant Location Information:

• Name – the name of your location/company. This is the name that is used in the rest of the system, eg transaction emails, customer form header, etc.
• Address – the address of your location/company. This will be used in the footer of transaction emails.
• Head of Location – name of your staff, used internally only.
• Reply to Email Address – this will be used as the “Reply To” email address in transaction emails.
• Survey Link – this is used in transaction emails when you insert the variable {survey_link}
• Mail Banner – this image is used as the header image in transaction emails.
• Mail Logo – this image is used in the footer image in transaction emails.

Edit Your Location – You can edit the above information by selecting the action button in the Action  Column. 

Select Locations from the left-column menu.

You will go to the Locations page. 

Add/Edit Additional Location Information – you will need to edit the location by selecting the action button in the Action  Column. This will allow you to add additional information via the dropdowns that are available depending on the module that your company has access to.

The following are available for all Modules:

• Location’s Users – this dropdown allows you to add the modules that each User has access to. 
• Locations Social Media – this is the social media icons & accounts that are used in the footer of every email. They can be the same as the company Social Media.

Select Manage Users from the left-column menu.

You will go to the Create/Edit User page. Here you can Add a New User or Edit an Existing User.

a) Add a New User – You can add a new user  by selecting the new user button in the top-right . You can then add the relevant User Information:

• First Name
• Last Name
• Phone Number – you can include country code as +12 or as (12)
• Role – this is the role that you wish to set for the user. Choose Admin or Manager from the drop-down menu.
• Location Access – this is the location that you are giving access to the user.
  • Add location – click inside the field to display the locations that have already been setup.
  • Remove location – click the x to the left of the location name.

The system holds the following core data for all customers, and it is automatically setup when a new  company is created – you do not need to add these fields in a form:

• First Name
• Last Name
• Company Name
• Date of Birth
• Phone number 
• Nationality
• Country of Residence
• Gender
• Marital Status
• Email address

This core data is easily accessed for each customer below their profile  picture on the main Customer Management page.

If you want to add Other Information for your customers and/or information for Family Members then you can do this via Customer Form from the left-column menu.

This will take you to the Form Sections page to setup/edit your form for both Other Information for customers and the data you want to hold for Family Members.

Both the Other Information for customers and Family Member data is easily accessed on the main Customer Management in tabs on the right-hand side.

For further details about Customer Form, please see our two user guides:

1. How to Add a Form for Other Information
2. How to Add a Form for Family Data

Note: Family Data is not automatically enabled for all companies. If you wish to have it enabled then please contact us.

SkypexCRM is unique is that it allows you to hold Family data within the main Customer Management page. 

The obvious example of where this would come in useful are Schools where the main customer is the parent and the Family data is data on each child.

Other examples include:

• Pet Kennels – the owner and the pet,
• Tour Operators – the main booking person and the other members in a party,
• B2B situations where there is one main account (Parent) and many contacts (Family Members) 

Also, any business that has or wants to start a Loyalty Card will benefit since any loyalty points generated by the Family Members will accumulate in the main account.

This Family Data is easily accessed for each customer on the main Customer Management page in the tab on the right-hand side.

The data for each Family Member is contained in expandable sections. In addition to showing the form data of a Family Member, you can also:

• add Notes about the Family Member
• check their status
• print and edit their details

You can add as many Family Members as you want, and you can create the form for Family Data  by following the steps below.

For further details about Family Member Form, please see our user guide How to Add a Form for Family Data.