Consultation Manager

Zoe Chester-Woods

Getting Started with Consultation Manager

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

Finding your Username

Logging in

How do I reset my password?

Unlock your account after too many unsuccessful login attempts

How do I unlock my account

How do I find my system URL?

Accessing your System

Electric Plug - Connection Warning

Covering some common terminology used in the system and support articles

Key terms / definitions

This article will explain the difference between global and private entities and show how to change them

Global vs Private Entities

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

Defining Projects

Project Selection

How to easily share a record's direct link with a colleague

Sharing record links

The Basics

How to Search

Search Views

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

Advanced Searching: Multi-conditional search

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

Advanced Searching: Related searches

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

Advanced Searching: Switching between And/Or

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

Creating a Saved Search

Use and Manage your Saved Searches

Copy and Paste Data from Search Grid

Editing free text fields in the Search Grid

Searching

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

Cloning an existing record

Create a link, or relationship, between any records/profiles in the system

How to link existing records to each other

Creating a new record from another profile and linking them together simultaneously

How to create a new linked record

Creating a new Stakeholder profile, Interaction, or any other type of information in the system

How to create a record

Creating new records

An overview of the workspace's uses and functions

The Workspace

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

Search

A quick overview of the different areas of the system

Main navigation

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

Getting Started with Consultation Manager

Accessing your System

The Basics

Searching

Creating new records

User Interface/System Navigation