Consultation Manager Helpdesk
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Tools & Features
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Accessing your System
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The Basics
Creating new records
Searching
Deleting/Restoring Records
Tools & Features
Inbound Email
Templates
Batch Operations
Importing Data
Mapping
Managing duplicate records
Webforms
Annotations
Notifications
Actions
Outlook Add-In
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
Tools & Features
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
Notifications
Actions
Outlook Add-In
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
Tools & Features
Are you looking to update or add data in bulk? These step-by-step guides will demonstrate how to simplify this process using our features.
Inbound Email
How does Inbound email work?
Where do I find my Project's Inbound Email Address?
Why an Email may not appear in Consultation Manager
Find Uncategorised emails
Email Inbox
See more
Templates
How to create a new Record Template
Modifying & Deleting User Templates
Modifying & Deleting Team Templates
How to apply a Record Template
How to create a new Record Template from an existing record
Locating your Record Templates
See more
Batch Operations
What are Batch Operations?
How to use the Batch Operations Tool
Updating Project relationships using Batch Operations
Updating Classifications using Batch Operations
Updating free text fields using Batch Operations
Bulk add records to a Distribution List
See more
Importing Data
Importing data with Classifications
Import Overview
Formatting your data for import
Legacy feature - How do I import data and link each record to another that already exists?
Legacy feature - How do I bulk import data of a single record type?
Legacy feature - How do I bulk import two different record types and relate them together?
Legacy feature - How do I import data and link it all to a single existing record?
Single Entity Import
See more
Mapping
How to Add a System Project Base Map
How to set up mapping layers
What is the mapping feature?
Automatic Address Searching & Geocoding +WKT files
How to Add and Modify Your Project Base Map
See more
Managing duplicate records
How to Merge Records
Conducting a Duplicate Search
Webforms
Generating a Basic Webform
What is the Webform Builder?
Embedding a Webform
Annotations
Managing Annotations
Adding Annotations
Reports with included Annotations
Notifications
Event Notifications
Actions
Action Manager - Creating Views
Searching for Outstanding Actions
How to create a new Action
How to send and use Action Reminder Emails
How to CC other Users into Action notifications
Action Manager - Managing Actions
Action Manager Overview
Track Action Notifications
See more
Outlook Add-In
How to use the Consultation Manager Outlook Add-In
Installing the Outlook Add-In
Outlook Add-in FAQs
