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