Most Popular Articles

• Deleting a staff member from WorkflowMax
• Send and Store Emails Directly Against Jobs in WorkflowMax
• Adding a Staff Member
• Calendar Integration
• Invite Advisor
• Troubleshooting a Parent Folder Access Error
• Reconnecting your XPM/WorkflowMax file to Xero
• Adding a Milestone to a Job
• Scheduling your jobs, tasks and milestones
• Removing a Staff Member from Multiple Jobs