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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
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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
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