Getting Started with Consultation Manager

Finding your Username

Some Users have a legacy username, and others can use their email. Here's how to tell which is yours

Written by Zoe Chester-Woods
Updated over a week ago

Logging in

Written by Oliver Bates
Updated over a week ago

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

Key terms / definitions

Covering some common terminology used in the system and support articles

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

Defining Projects

Identifying what a Project can be, and how they are used

Written by Oliver Bates
Updated over a week ago

Project Selection

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

How to Search

Written by Oliver Bates
Updated over a week ago

Search Views

Written by Oliver Bates
Updated over a week ago

Advanced Searching: Multi-conditional search

How to add multiple layers to your search to get the specific dataset you need

Written by Zoe Chester-Woods
Updated over a week ago

Advanced Searching: Related searches

How to find a subset of data based on information it's related to

Written by Oliver Bates
Updated over a week ago

Advanced Searching: Switching between And/Or

How to layer searches to find information which includes another element vs layering to find information which has multiple options

Written by Zoe Chester-Woods
Updated over a week ago

Creating a Saved Search

How to save a commonly used search so you can refer back to it quickly and easily

Written by Oliver Bates
Updated over a week ago

Use and Manage your Saved Searches

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

Editing free text fields in the Search Grid

Written by Oliver Bates
Updated over a week ago

Adding Records

How to add new records into the system in 2 different ways

Written by Oliver Bates
Updated over a week ago

How to Add Stakeholders to Events

Written by Oliver Bates
Updated over a week ago

How can I clone an existing record?

How to create an exact copy of a record in your CM system

Written by Zoe Chester-Woods
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

Add your interaction straight to the Stakeholder's profile using these steps.

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

The Workspace

An overview of the workspace's uses and functions

Written by Zoe Chester-Woods
Updated over a week ago

Search

An overview of the different components that make up the search function

Written by Zoe Chester-Woods
Updated over a week ago

Main navigation

A quick overview of the different areas of the system

Written by Oliver Bates
Updated over a week ago

The CM Dashboard

Understanding the different elements of your dashboard and how it can help you with your day-to-day responsibilities

Written by Oliver Bates
Updated over a week ago