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Import Matrix: Credit Card Charges
Technical Documentation Prior to going the route of importing credit card charges in this manner, we suggest you first try using the Credit Card Features that Workamajig offers for this process, or...
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Import Matrix: Contacts
Technical Documentation Please review Importing Companies/Contacts/Leads for more info. Available Fields ActiveAnniversaryAssistantAssistant EmailAssistant PhoneBilling Title IDBirthdayCellChildren...
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Import Matrix: Companies
Technical Documentation NOTE: This guide is for Companies, we have separate imports for Clients and Vendors. Please review Importing Companies/Contacts/Leads for more info. Available Fields Account...
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Import Matrix: Activities (Conversations)
Technical Documentation Conversations Overview Available fields Activity DateActivity TypeAssigned ToCompanyCompletedContactDate CompletedEnd TimeFolderGL Company (Required if GL Company is require...
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Import Overview - Setup Data and Records
Importing Records | Forbidden Characters | Valid Field Names and Key Fields | Time Zones | Example of Importing a Company Record | Importing Custom Fields | Updating Existing Records Via Import | ...
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Project change requests overview [in-depth guide]
Project change requests allow your team & clients to initiate a request for something to be changed on a current project by your team. You can define multiple project change request forms. The form...
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Screen recording [guide]
Mac | WindowsThere are times the Workamajig support team will ask you to demonstrate or provide the steps in your process that led to the problem you are reporting.If you are able to reproduce the ...
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Today Workamajig [guide]
The Workamajig desktop provides a customizable location to access and view assignments, projects, and financial information contained in the system. The desktop contains the menu button, navigation...
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Publications [in-depth guide]
Publications are used to track purchases for traditional print, digital & outdoor media to a specific vendor. The publications allow you to define a number of fields to ease the ordering & tracking...
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Create new security group [in-depth guide]
Guide contents: Create a new security group | Assigning security group to users | If no rights are checked | Resources Workamajig uses security groups to control what employees and contacts can d...