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Consultation Manager Helpdesk
API & Intergrations
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
Reporting & Analytics
Tabular Report
Templated Reports
Over Time Reports
Snapshot Report
Statistics report
Report templates
Comms
Comms: Email
Comms: SMS
Comms V2
Email
SMS
Enterprise Administration
Users & Permissions
Framework (Classification) Management
Projects
Tips on Managing Data
Teams
Enterprise Settings
Mobile Access
Training Resources
Training Videos
Webinars
API & Intergrations
API Documentation
Single Sign-On
Services
Training and Professional Development
Consulting
System Administration
Other Services
Security and Billing
Billing
Technical Information
API & Intergrations
Building a Custom Integration? Our articles provide an extensive guide on accessing the available API calls for your Consultation Manager environment.
API Documentation
API Access
Single Sign-On
Configuring SSO
