Getting Started with Consultation Manager

These articles will cover all the basics for getting started in Consultation Manager as a new user.

Deleting/Restoring Records

• How to delete records
• Search for Deleted Records
• Restoring Deleted Records

User Interface/System Navigation

• Main navigation
• The CM Dashboard
• The Workspace
• Search

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

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?

The Basics

• Creating Projects
• Key terms: Entity
• Sharing record links
• Project Selection
• Electric Plug - Connection Warning

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