Skip to content
Open main navigation
Close main navigation
Status
Status
How can we help you?
There are no suggestions because the search field is empty.
Consultation Manager Helpdesk
Getting Started with Consultation Manager
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
Show more
▼
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
Show more
▼
