Consultation Manager Helpdesk
consultationmanager.com
Training Resources
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
Actions
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
Training Resources
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
Actions
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
Training Resources
Watch our training and webinar videos to help guide you through the basics. The video demonstrations allow you to understand important skills easily.
CM General User Guide
Training Videos
Logging In - Training Video
Searching Your Database - Training Video
Search Views - Training Video
Adding a Stakeholder - Training Video
General Workflow - Training Video
Inbound Email - Training Video
Actions Overview - Training video
Reporting Overview - Training Video
See more
Webinars
The 'Hidden' Features of Search
Understanding Inbound Email
Utilising the Dynamic Import Tool
Optimising Your Users, Teams, and Projects
Exploring Version 2.0 of eComms
Email Communications V2 Webinar
Reporting Showcase: Insights Builder, Report Templates, Scheduled Reporting and More!
See more
