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 this week

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 this week

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 this week

Main navigation

A quick overview of the different areas of the system

Written by Oliver Bates
Updated this week

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 this week