(Guide Admin)

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Activity overview

Latest activity by (Guide Admin)
  • (Guide Admin) created an article,

    Migrating to New Server-Windows Server

    Server Migration Instructions Below are the instructions for migrating your current Workamajig database and files to a new Windows-based server.   Server and Software Requirements Basic server and ...

  • (Guide Admin) created a post, (Aug 2020)

    Release Detail For EveryoneConversationsChanged the links on the Project Diary Emails to only be clickable if the recipient has a login and/or the rights to view them.Fixed an issue which ...

  • (Guide Admin) created an article,

    Create or Edit Payment

    Typically, a payment would be created using the Select Invoices For Payment method. However, there may be times when a unique payment will need to be created that is not connected to a vendor invoi...

  • (Guide Admin) created a post, (Jul 2020)

    EveryoneConversationsAdded the ability to copy files from Project and Campaign Conversations into an existing Folder in the Project or Campaign Files section instead of just into the root folder.On...

  • (Guide Admin) created an article,

    Mark As ACH

    Workflow | Example Email to Vendor | Resources This process is designed as a way to simplify the payment process in Workamajig for when you are paying your vendors directly from your bank (i.e. A...

  • (Guide Admin) created an article,

    GL Company and Office Setup (Video)

    GL Company and Office Setup

  • (Guide Admin) created an article,

    Merge Leads/Contact/Company Records

    Setup | Merge Lead Records | Merge Contact Records | Merge Company Records Depending on how leads, contacts and company records were created in Workamajig, there could be records that have been d...

  • (Guide Admin) created an article,

    Intercompany Transactions (Video)

    Intercompany Transactions

  • (Guide Admin) created a post, (Jun 2020)

      Google Sync UpdateDue to recent changes done by Google to the use of their API, you are unable to setup a connection to Workamajig. We are working with Google to rectify this situation. Tentative...

  • (Guide Admin) created an article,

    Multi-Currency Overview (Video)

    Multi Currency Overview