All Collections
Getting Started with Consultation Manager
Getting Started with Consultation Manager
30 articles in this collection
Written by
Oliver Bates
and
Zoe Chester-Woods
Accessing your System
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
The Basics
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
Searching
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
Creating new records
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
User Interface/System Navigation
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