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Getting Started with Consultation Manager
Getting Started with Consultation Manager
38 articles in this collection
Written by
Oliver Bates
and
Zoe Chester-Woods
CM Management Guide
Written by
Oliver Bates
Updated over a week ago
CM General User Guide
Written by
Oliver Bates
Updated over a week ago
Accessing your System
How do I reset my password?
Written by
Oliver Bates
Updated over a week ago
How do I unlock my account
Unlock your account after too many unsuccessful login attempts
Written by
Zoe Chester-Woods
Updated over a week ago
How do I find my system URL?
Written by
Oliver Bates
Updated over a week ago
Logging in
Written by
Oliver Bates
Updated over a week ago
The Basics
What are Actions?
Written by
Oliver Bates
Updated over a week ago
Sharing record links
How to easily share a record's direct link with a colleague
Written by
Zoe Chester-Woods
Updated over a week ago
What are Documents?
Written by
Oliver Bates
Updated over a week ago
What are Events?
Written by
Oliver Bates
Updated over a week ago
What are Properties?
Written by
Oliver Bates
Updated over a week ago
What are Stakeholders?
Written by
Oliver Bates
Updated over a week ago
What are Projects?
Written by
Oliver Bates
Updated over a week ago
How Timezones work
Written by
Oliver Bates
Updated over a week ago
Global vs Private Entities
This article will explain the difference between global and private entities and show how to change them
Written by
Oliver Bates
Updated over a week ago
Project Selection
Written by
Oliver Bates
Updated over a week ago
User interface
Written by
Oliver Bates
Updated over a week ago
Dashboard
Written by
Oliver Bates
Updated over a week ago
Key terms / definitions
Written by
Oliver Bates
Updated over a week ago
Searching
Use and Manage your Saved Searches
Written by
Oliver Bates
Updated over a week ago
Saved Searches
Written by
Oliver Bates
Updated over a week ago
Reporting from the Search Grid
Written by
Oliver Bates
Updated over a week ago
Copy and Paste Data from Search Grid
Written by
Oliver Bates
Updated over a week ago
Search Views
Written by
Oliver Bates
Updated over a week ago
Advanced Searching Techniques
This article will build on the main searching article and show you how to further refine your search results
Written by
Oliver Bates
Updated over a week ago
Editing free text fields in the Search Grid
Written by
Oliver Bates
Updated over a week ago
How to Search
Written by
Oliver Bates
Updated over a week ago
Creating new records
How to Add Stakeholders to Events
Written by
Oliver Bates
Updated over a week ago
How to Assign an Existing Event to an Existing Stakeholder
Written by
Oliver Bates
Updated over a week ago
How to Add an Event from a Stakeholder Record
Written by
Oliver Bates
Updated over a week ago
How to Create a New Event Record
Written by
Oliver Bates
Updated over a week ago
How to Create a New Stakeholder Record
Written by
Oliver Bates
Updated over a week ago
Adding Records
Written by
Oliver Bates
Updated over a week ago
Using Actions
Send Action Reminders Automatically
Written by
Oliver Bates
Updated over a week ago
How to CC other Users into Action notifications
Copying in other Users to Action notifications
Written by
Zoe Chester-Woods
Updated over a week ago
Search for Users with Outstanding Actions
Written by
Oliver Bates
Updated over a week ago
How to send and use Action Reminder Emails
Written by
Oliver Bates
Updated over a week ago
What are Actions and how do I create a new one?
Written by
Oliver Bates
Updated over a week ago