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Credit cards overview [in-depth guide]
The main places where you will see the Credit card connector screen & workflow processes appear is from the Today purchasing & Notifications pages. The credit card workflow allows you to proces...
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Folders [in-depth guide]
System settings | Manage folders | Assign folder | Mass assign folder | ResultsFolders allow you to add another layer of access/restriction to records such as leads, contacts, companies, conversati...
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Task Manager - Test Server Updates
Updating Test Server With Production Server Data In order to update your test instance using production data, you must do the following: Make a back up of your production database (http://www.serv...
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General Errors and Troubleshooting
Browser | Files not uploading when using Chrome | Calendar prints in Black and White using Chrome | Code String Error Message | Grammarly and other browser Plug-insThis guide is for advanced comput...
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Errors: Emails, Project Conversations, Notifications
Not Receiving Emails From Workamajig | Force Email Option | Clients Are Not Receiving Emails For Calendar Invites Or Deliverables To Review | Emails I Reply To Are Not Showing In The Project Conver...
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Errors: Calendar Sync
First Time Connecting When first syncing a calendar, make sure you have gone through our guides thoroughly in regards to the setup of these types of syncs. EXCHANGE Exchange Sync GOOGLE Calendar-Go...
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Errors: Credit Card Download
NOTE: It seems that most all banks have stopped using the old OFX standard connection. However, we have created a new Plaid Connection that works with more banks than the old OFX connector ever did...
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Errors: Print to PDF
This guide will assist you with common to complex issues when trying to print to PDF from inside the Workamajig interface. NOTES: Many of today's browsers come with built-in PDF Readers and even b...
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Errors: Invoice and Accounting
Unable To Post An Invoice NO POST BUTTON VISIBLE This means you do not have rights to post transactions to the GL in Workamajig. RECEIVED AN ERROR MESSAGE DESCRIBING HOW ITEMS/SERVICES NEED TO POS...
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Errors: Delays
If you experience issues with using Workamajig, this guide will guide will offer a few tips and suggestions for you to investigate why your issue is occurring. You can also send us a log of the tra...