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Downgraded opportunities [report]
Shows opportunities that have been downgraded due to a number of different criteria, such as a delay in close date, reduced forecast amounts, and more.How it worksShows opportunities that have been...
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Setup for conversations [in-depth guide]
Security rights | Today pages | System setup | ResourcesSecurity rightsMenu > Admin/Manager > System Setup > Account Information > Project AdministrationThere are several security group rights that...
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Add new campaign [in-depth guide]
Guide contents: Copy an existing campaign | Start a new campaign | Campaign settings | Next steps | ResourcesThere are two ways to create a new campaign. Copy an existing campaign or start a brand ...
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Client setup [in-depth guide]
Guide contents: Create new client | Convert to client | Client details | Billing defaults | Conversations | Connections | Resources Clients in Workamajig refer to the term of a company record tha...
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Custom reports > Datasets [in-depth guide]
The following file will provide a list of the data fields contained in each Custom report. Activity data (conversations) Activity assigned to name Activity completed Activity date Activity date ...
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New employee setup [in-depth guide]
Guide contents: New employee entry form | Employee details | Security controls | Accounting | Projects & time | Default calendar | Notifications | Custom welcome message | ResourcesWhen adding a ne...
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Order header: Define field groups [in-depth guide]
Guide contents: Navigation | Add order header group | Add fields | Example | Resources Navigation Menu > Admin/manager > System setup > Purchasing > Define order header field groups See the Defin...
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Employee fields [guide]
Employee-specific custom fields will appear within the employee record and custom reports. But not in the employee views. Check out the Custom fields overview [in-depth guide] for more info on usi...
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Media: Print items [guide]
Guide contents: Navigation | Add a print item | Additional details | Resources Navigation Admin/manager > System setup > Media > Print items Print Items are used to categorize your purchases of d...
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Billing options: Billing groups [in-depth guide]
Guide contents: Navigation | Project setup | Billing worksheet generation | Resources Navigation Menu > Admin > System setup > Time & billing > Billing groups This feature is used to group togeth...