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.
Outlook Add-In
- How to use the Consultation Manager Outlook Add-In
- Installing the Outlook Add-In
- Outlook Add-in FAQs
Importing Data
- Importing data with Classifications
- Create Relationships between two records
- Update existing Records
- 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
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
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
Notifications
Managing duplicate records
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
Annotations
Webforms
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