Consultation Manager Helpdesk
consultationmanager.com
Getting Started
Accessing your System
Navigation
The Basics
Creating new records
Searching
Deleting/Restoring Records
Tools & Features
Inbound Email
Using Actions
Templates
Batch Operations
Importing Data
Mapping
Managing duplicate records
Webforms
Annotations
Reporting & Analytics
Tabular Report
Templated Reports
Over Time Reports
Snapshot Report
Statistics report
Report templates
Insight Builder
Communications
Email
SMS
General Information
Enterprise Administration
Users & Permissions
Framework (Classification) Management
Projects
Managing Data
Teams
Enterprise Settings
Mobile Access
Training Resources
Training Videos
Webinars
API & Integrations
API Documentation
Single Sign-On
Services
Training and Professional Development
Consulting
System Administration
Other Services
Security and Billing
Billing
Technical Information
Hello. How can we help you?
Getting Started
These articles will cover all the basics for getting started in Consultation Manager as a new user.
Tools & Features
Are you looking to update or add data in bulk? These step-by-step guides will demonstrate how to simplify this process using our features.
Reporting & Analytics
These articles will teach you how to generate and analyse rich and meaningful reports in seconds.
Communications
These articles will help you learn how to navigate the Communications user interface, build custom lists and understand metrics.
Enterprise Administration
Get a complete understanding of Enterprise Admin system management, from adding projects and users to managing classifications.
Mobile Access
Everything you need to know about using Consultation Manager on your mobile device.
Training Resources
Watch our training and webinar videos to help guide you through the basics. The video demonstrations allow you to understand important skills easily.
API & Integrations
Building a Custom Integration? Our articles provide an extensive guide on accessing the available API calls for your Consultation Manager environment.
Services
Are you aware that Consultation Manager provides professional services? Take a look at our list of available services and pricing options.
Security and Billing
Gain a thorough understanding of our invoicing processes and how your data is stored and secured.