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Contact management: Opportunity outcomes [in-depth guide]
Guide contents: Navigation | Opportunity outcomes Navigation Menu > Admin > System setup > Contact management > Opportunity outcome When tracking opportunities in the contact management system, y...
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Global lists: Departments [in-depth guide]
Guide contents: System setup | Using departments | Reporting/tracking Departments are used to group your information into different functional areas. Departments can be used on several reports fo...
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Account information: Activation status [in-depth guide]
Guide contents: Navigation | Current users | Deactivated users Navigation Menu > Admin/manager > System setup > Account information > Activation status The activation status screen will display i...
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Admin/Manager > Managers Graphs page [Guide]
Navigation By default, this page will show graphs that a typical agency might use. To add more or customize your graphs further, please refer to the Custom graphs guide.
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Accounting > Accounting graphs page [guide]
Navigation By default, this page will show graphs that a typical agency might use. To add more or customize your graphs further, please refer to the Custom graphs [guide].
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Media > Media graphs page [guide]
Navigation By default, this page will show graphs that a typical agency might use. To add more or customize your graphs further, please refer to the Custom graphs [guide].
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Purchasing > Purchasing graphs page [guide]
Navigation By default, this page will show graphs that a typical agency might use. To add more or customize your graphs further, please refer to the Custom graphs [guide].
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Creatives > Creatives graphs page [guide]
By default, this page will show graphs that a typical agency might use. To add more or customize your graphs further, please refer to the Custom graphs guide.
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GL Company Access Restrictions [in-depth guide]
What is GL company security? Workamajig has always supported multiple GL companies as a way of segregating data into specific GL companies for tracking and reporting purposes. Recently, the abili...
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GL Companies [in-depth guide]
Guide contents: Navigation | Add a GL Company | Turn GL Company On | Turn GL Company Off | GL Company Security | GL Company Mapping | Corporate profit & loss layouts | Check Formats | ACH Notificat...