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How do I create a Custom Login Page? [FAQ]
Using our sample code, you are able to create a self-branded web page that allows users to log in to Workamajig. Refer to the Custom Login Pageguide for more information. How do I setup HTTPS Acc...
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How do I add a new Workamajig user? [FAQ]
Go to Menu> Admin > Employee > New. When adding a new employee, make sure to fill out their basic information, time zone, and correct email address. Once you hit Save, you will be able to give the ...
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How do I add my company logo to Invoices, Estimates, and other various Printouts/Reports? [FAQ]
Invoice and Estimate Layouts (New WISWIG editor) Go to Menu > Admin > System Setup > Time and Billing > Invoice / Estimate Layouts. Refer to the Invoice/Estimate Layouts guide for more information...
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Can we use our website to intake new leads? [FAQ]
Yes, please refer to the Web To Leads guide on how to do this with the help of your in house webmaster.
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What is a time zone code when importing contact or leads? [FAQ]
You can download a file of the timezone codes here. This is needed when importing contacts and leads into the system. The timezone ensures that calendar event invites will be set to the proper time...
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Calendar prints in Black and White using Chrome [FAQ]
If using chrome, when you click on More > Print from the Calendar, this produces a black and white printout. Then, from the Printer options in Chrome, drop-down the More Settings area and check the...
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How do I print Mailing Labels? [FAQ]
Create a custom report using the Company Contact data set and include fields, i.e., Company Name and Mailing Address fields. Run the custom report and output the results to Excel or CSV. Use Wor...
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What do I do if my printing size/scale is wrong? [FAQ]
Make sure that you do not have any scaling options enabled when printing or have the incorrect paper size selected. Once you bring the report up to print, on the “Print” screen, try the following: ...
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What should I do when I cannot Print? [FAQ]
Please check your browser and computer settings and make sure that you do not have any pop-up blockers enabled. Other applications like McAfee, Norton, or Search Bar applications may also have thei...
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How do we manage the different tiers of our company's infrastructure? [FAQ]
Workamajig can support multiple GL Companies, GL Offices and GL Departments for reporting and financial needs. There is also GL Company Security Access that can also be restricted to the correspond...