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Tools & Features
Tools & Features
38 articles in this collection
Written by
Oliver Bates
and
Zoe Chester-Woods
Electric Plug - Connection Warning
Written by
Oliver Bates
Updated today
Deleting Records
Restoring Deleted Records
Written by
Oliver Bates
Updated today
Search for Deleted Records
Written by
Oliver Bates
Updated today
Managing duplicate records
How to Merge Records
Written by
Oliver Bates
Updated today
Conducting a Duplicate Search
Written by
Oliver Bates
Updated today
Email BCC
Why a BCC'd Email may not appear in Consultation Manager
Written by
Oliver Bates
Updated today
Filtering Uncategorised Emails
This article will give you some tips around how to find the emails you've sent into Consultation Manager.
Written by
Oliver Bates
Updated today
Where do I find my Project's BCC Address?
Written by
Oliver Bates
Updated today
How does Email BCC work?
Written by
Oliver Bates
Updated today
Importing Data
How do I import data and link it to a single existing record?
This article show how to import one type of Record in bulk and relate the new data to a single existing Record.
Written by
Oliver Bates
Updated today
How do I bulk import different types of data and link them together?
This article show how to import two different types of data (eg. Stakeholders and Events) and link them together.
Written by
Oliver Bates
Updated today
How do I import data and link them to multiple records that already exist?
This article show how to import one type of Record in bulk and relate the new data to existing Records.
Written by
Oliver Bates
Updated today
How do I bulk import data?
This article show how to import one type of Record in bulk and without relationships.
Written by
Oliver Bates
Updated today
Importing rules and logic
Written by
Oliver Bates
Updated today
Batch Operations
Updating Project relationships using Batch Operations
Written by
Oliver Bates
Updated today
Updating Classifications using Batch Operations
Written by
Oliver Bates
Updated today
Updating free text fields using Batch Operations
Written by
Oliver Bates
Updated today
How to use the Batch Operations Tool
Written by
Oliver Bates
Updated today
What are Batch Operations?
Written by
Oliver Bates
Updated today
Webforms
Embedding a Webform
Written by
Oliver Bates
Updated today
Generating a Basic Webform
Written by
Oliver Bates
Updated today
What is the Webform Builder?
Written by
Oliver Bates
Updated today
Comms: SMS
What do the SMS send statistics mean?
SMS statistics definitions
Written by
Oliver Bates
Updated today
Where do I find my SMS campaign after I've sent it?
Written by
Oliver Bates
Updated today
How to create and send an SMS
Written by
Oliver Bates
Updated today
Preparing your data for SMS
Written by
Oliver Bates
Updated today
Comms: Email
How can I test or preview my email before sending it?
How does a test email differ from the final email?
Written by
Zoe Chester-Woods
Updated today
How to build your email content
This article goes through the different components you can use while building your email
Written by
Zoe Chester-Woods
Updated today
How do I authenticate my email domain?
Written by
Oliver Bates
Updated today
What do the email send statistics mean?
Email statistics definitions
Written by
Oliver Bates
Updated today
Where do I find my email campaign after i've sent it?
Written by
Oliver Bates
Updated today
How to create and send an email
Written by
Oliver Bates
Updated today
Preparing your data to send Emails
Written by
Oliver Bates
Updated today
Mapping
How to Add a System Project Base Map (Team Leader Only)
Written by
Oliver Bates
Updated today
Automatic Address Searching & WKT
Written by
Oliver Bates
Updated today
How to set up mapping layers
Written by
Oliver Bates
Updated today
How to Add and Modify your Project Base Map
Written by
Oliver Bates
Updated today
What is the mapping feature?
Written by
Oliver Bates
Updated today
