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Custom Reports Datasets Cheat Sheet: Other
API Activity HTTP Method Is Import Module Number Of Rows Report Name Request Date Time Response Code Source IP User Name Calendar Data Author Name Blocked Out Company Address Company City Company C...
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Conversation fields [guide]
Conversation-specific custom fields will appear within various views and custom reports. Check out the Custom fields overview [in-depth guide] for more info on using custom fields.
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Corporate profit & loss layouts [in-depth guide]
Guide contents: Navigation | Columns Setup | Examples | ResourcesThis gives you control over what date ranges to display in the columns as well as comparing budgets to actuals and includes formulas...
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Contact management: Conversation types [in-depth guide]
Guide contents: Navigation | Conversation type | Resources Navigation Menu > Admin > System setup > Contact management > Conversation types This allows you to create a custom drop-down when using...
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Global lists: Project types [in-depth guide]
Guide contents: System setup | Add a project type | Details System setup Menu > Admin > Global lists > Project types Project types allow you to group your projects into different categories for r...
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System options: Connections [in-depth guide]
Guide contents: Navigation | Emails | File server | API | Single sign on | Banking Navigation Menu > Admin/manager > System setup > Account information > Connections The connections portion of th...
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Everyone > Tracking forms page [guide]
Add new form | Resources Tracking forms are a flexible tool for tracking all kinds of information and transferring documents that used to be paper based into electronic records that can be search...
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Cross-project predecessors [in-depth guide]
Guide contents: System setup | Project schedule | Task detail panel | Example of usage | Resources This feature is for use in campaign-related projects. It is designed to allow the completion of ...
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Connections: Inbound/Outbound Mail Setup
Configure Conversation Mail Settings | Setting up a new POP3 or IMAP Account | Setup M365 POP/IMAP/SMTP I Setup GMail/GSuite POP/IMAP/SMTP| SMTP Connection | Flowchart | ResourcesNOTE: The followin...
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Edenred Pay integration [in-depth guide]
Workamajig is happy to have partnered with Edenred Pay (formerly CSI) to integrate a way to manage payments. Edenred Pay is a leading provider of innovative corporate payment solutions that includ...