Custom reports are a great tool to utilize when the standard setup for Workamajig doesn’t meet the needs of your agency’s reporting methods. Custom reporting can be used to enhance internal and external reporting methods, or as an alternative billing presentation to overcome any limitations with your invoice templates.
Workamajig vs. Creative Manager Pro
I remember early last Summer when I asked Mike Wang when the new and improved Workamajig would be launched. I had been waiting to see a new and improved interface after all these years of CMP. To my surprise, Mike informed me
Read Workamawiz from your Workamajig Desktop
You can configure your Workamajig desktop to read and automatically update Workamawiz entries. First, add the RSS Reader Desktop widget to your desktop. Click the setup icon in the top right corner of the widget. Finally, add a descriptive name for the feed, and the feed address : http://feeds2.feedburner.com/workamawiz. I have detailed instructions, here, for this feature. Please send a …
Live from Phoenix Airport – Conference Wrap Up
It is hard to write from here knowing that the conference continues without me. I am jealous of the remaining attendees who are still standing by, soaking up fountains of knowledge from the Workamajig team and fellow users. This is my summary of the weekend as a whole
The Workamajig Way – Billing (Mike Wang)
The Workamajig Way – Billing (Mike Wang) You can bill a variety of ways. Workamajig wants you to be able to avoid billing project by project. Workamajig came up with the electronic billing worksheets to address this problem. There is an associated workflow so that the billing process can be carried
Workamajig Desktop RSS widget update
The RSS feed address for this blog is http://feeds.feedburner.com/workamawiz if you would like to post it into your desktop widget for the RSS reader. Ironically, we have a service ticket in support because it is not currently displaying. I will post an update once it is resolved. Alternatively, you can subscribe through a standard RSS reader. This blog won’t die …
The Workamajig Way – Estimating and Quotes
The Workamajig Way – Estimating, Purchasing, Vendor Bid Requests (Ron Ause) Several ways to create an estimate. Workamajig recommends setting up by task and service. Most clients will see a summary output of your Estimate. Estimates are partially built once created (we are doing by task and service). There are two tabs
Pics loaded on Groupamajig.com
Check out groupamajig for further coverage of this event. Steve has posted some great pics of the event. If you have never been to groupamajig.com now is as good a time as any to become a member of this forum!
More on Sales Leads with Blair Enns
More on Win Without Pitching Enchancement Blair Enns – the goal is to make the system simple so that people will use it. A widget screen is being built for this function so that you can view the key metrics of your new business efforts. You can analyze
Workamajig Sales Lead Enchancements
Application of Win Without Pitching to Workamajig – Blair Enns and Greg Geiger How Contact Management is Going to be Organized in future Workamajig enchancements New pieces being added: lead. These are lists you purchase or people you meet at trade shows, etc. This is a new module. Then you can add activities to the lead, which will be the …