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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 | BankingNavigationMenu > Admin/manager > System setup > Account information > ConnectionsThe connections portion of the sys...
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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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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...
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Importing credit card transactions [in-depth guide]
FTDIS's | 1. OFX/QFX/QBO import | 2. CSV import | Resources This guide will assist you in the event that you are not able to auto-download credit card transactions via the OFX connector/Plaid for...
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Review/approve project requests [in-depth guide]
Guide contents: Review a project request | Approve or reject a project request | Next step Project requests allow members of your internal team or your clients to initiate a request for work. A p...
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Server Services
What are the Workamajig Services? The WMJ Services are applications that support specific core functions for your Workamajig instance. Our services operate in the background on the web server host...
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In-House Training: Collaboration
Attendees: Core Workamajig Implementation Team, Project Managers, Account Managers, select Production Staff Scheduled Time: 1 hr Workamajig has a number of features that allows your team to communi...