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
User Interface/System Navigation
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