Tools & Features

Electric Plug - Connection Warning

Written by Oliver Bates
Updated over a week ago

Restoring Deleted Records

Written by Oliver Bates
Updated over a week ago

Search for Deleted Records

Written by Oliver Bates
Updated over a week ago

How to Merge Records

Written by Oliver Bates
Updated over a week ago

Conducting a Duplicate Search

Written by Oliver Bates
Updated over a week ago

Why a BCC'd Email may not appear in Consultation Manager

Written by Oliver Bates
Updated over a week ago

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 over a week ago

Where do I find my Project's BCC Address?

Written by Oliver Bates
Updated over a week ago

How does Email BCC work?

Written by Oliver Bates
Updated over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

Importing rules and logic

Written by Oliver Bates
Updated over a week ago

Updating Project relationships using Batch Operations

Written by Oliver Bates
Updated over a week ago

Updating Classifications using Batch Operations

Update classifications on multiple records simultaneously using the Batch Operations tool.

Written by Oliver Bates
Updated over a week ago

Updating free text fields using Batch Operations

Written by Oliver Bates
Updated over a week ago

How to use the Batch Operations Tool

Written by Oliver Bates
Updated over a week ago

What are Batch Operations?

Written by Oliver Bates
Updated over a week ago

Embedding a Webform

Written by Oliver Bates
Updated over a week ago

Generating a Basic Webform

Written by Oliver Bates
Updated over a week ago

What is the Webform Builder?

Written by Oliver Bates
Updated over a week ago

What do the SMS send statistics mean?

SMS statistics definitions

Written by Oliver Bates
Updated over a week ago

Where do I find my SMS campaign after I've sent it?

Written by Oliver Bates
Updated over a week ago

How to create and send an SMS

Written by Oliver Bates
Updated over a week ago

Preparing your data for SMS

Written by Oliver Bates
Updated over a week ago

Why didn't I, or a Stakeholder receive an email?

Possible reasons you, or a stakeholder may not have received an email sent from CM

Written by Zoe Chester-Woods
Updated over a week ago

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 over a week ago

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 over a week ago

How do I authenticate my email domain?

Written by Oliver Bates
Updated over a week ago

What do the email send statistics mean?

Email statistics definitions

Written by Oliver Bates
Updated over a week ago

Where do I find my email campaign after i've sent it?

Written by Oliver Bates
Updated over a week ago

How to create and send an email

Written by Oliver Bates
Updated over a week ago

Preparing your data to send Emails

Written by Oliver Bates
Updated over a week ago

How to Add a System Project Base Map (Team Leader Only)

Written by Oliver Bates
Updated over a week ago

Automatic Address Searching & Geocoding

How to best enter your address data for mapping functionality

Written by Oliver Bates
Updated over a week ago

How to set up mapping layers

Written by Oliver Bates
Updated over a week ago

How to Add and Modify your Project Base Map

Written by Oliver Bates
Updated over a week ago

What is the mapping feature?

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

Searching for Outstanding Actions

How to find Actions that need to be completed in the system

Written by Oliver Bates
Updated over a week ago

How to send and use Action Reminder Emails

How to send a reminder to someone about an Action they're assigned to from your CM system

Written by Oliver Bates
Updated over a week ago

How to create a new Action

Discovering what an Action is, and why they're useful as well as how to create one.

Written by Oliver Bates
Updated over a week ago