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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 | 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...