Consultation Manager Helpdesk
consultationmanager.com
Getting Started
Getting Started
Accessing your System
Navigation
The Basics
Creating new records
Searching
Deleting/Restoring Records
Tools & Features
Inbound Email
Templates
Batch Operations
Importing Data
Mapping
Managing duplicate records
Webforms
Annotations
Actions
Reporting & Analytics
Tabular Report
Templated Reports
Over Time Reports
Snapshot Report
Statistics report
Report templates
Insight Builder
Communications
Email
SMS
General Information
Enterprise Administration
Users & Permissions
Framework (Classification) Management
Projects
Managing Data
Teams
Enterprise Settings
Mobile Access
Training Resources
Training Videos
Webinars
API & Integrations
API Documentation
Single Sign-On
Services
Training and Professional Development
Consulting
System Administration
Other Services
Security and Billing
Billing
Technical Information
Back to home
Consultation Manager Helpdesk
Getting Started
Getting Started
Accessing your System
Navigation
The Basics
Creating new records
Searching
Deleting/Restoring Records
Tools & Features
Inbound Email
Templates
Batch Operations
Importing Data
Mapping
Managing duplicate records
Webforms
Annotations
Actions
Reporting & Analytics
Tabular Report
Templated Reports
Over Time Reports
Snapshot Report
Statistics report
Report templates
Insight Builder
Communications
Email
SMS
General Information
Enterprise Administration
Users & Permissions
Framework (Classification) Management
Projects
Managing Data
Teams
Enterprise Settings
Mobile Access
Training Resources
Training Videos
Webinars
API & Integrations
API Documentation
Single Sign-On
Services
Training and Professional Development
Consulting
System Administration
Other Services
Security and Billing
Billing
Technical Information
Getting Started
These articles will cover all the basics for getting started in Consultation Manager as a new user.
Accessing your System
Logging in
Finding your Username
How do I unlock my account?
How do I reset my password?
What's my system prefix or URL?
See more
Navigation
Main navigation
The CM Dashboard
The Workspace
Search
The Basics
Creating Projects
Key terms: Entity
Sharing record links
Project Selection
Electric Plug - Connection Warning
See more
Creating new records
How to create a record
Cloning an existing record
How to link existing records to each other
How to create a new linked record
Auto Correlate Primary Record
Editing Rich Text Fields
See more
Searching
How to Search
Search Views
Advanced Searching: Multi-conditional search
Advanced Searching: Related searches
Creating a Saved Search
Editing free text fields in the Search Grid
Use and Manage your Saved Searches
Copy and Paste Data from the Search Grid
Advanced Searching: Switching between And/Or
See more
Deleting/Restoring Records
How to delete records
Search for Deleted Records
Restoring Deleted Records
