Accessing your system

• Logging in
• How do I find my system URL?
• How do I reset my password?

The basics

• Key terms / definitions
• User Capabilities and Team Roles
• How to search
• Search Views
• User interface

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User Guides and Training Videos

• CM4 General User Guide
• CM4 Management Guide
• General Workflow - Training Video
• Adding a Stakeholder - Training video
• Adding an Event to a Stakeholder - Training video

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Reporting

• Tabular Report
• Using the Snapshot Report
• Statistics Report

Mobile

• Searching for data on mobile
• Adding data on Mobile
• Accessing Consultation Manager from your Mobile Device

System Integrations

• API Access
• Mailchimp (coming soon)
• Vision 6 (coming soon)
• Social Pinpoint (coming soon)
• TRIM (coming soon)

Email BCC

• How does Email BCC work?
• Where do I find my Project's BCC Address?
• Why a BCC'd Email may not appear in Consultation Manager
• Inbound Email

Managing Projects, Teams and Users

• Teams
• User Capabilities and Team Roles

Product updates

• March Updates - We've had a facelift!
• February Updates - Improved Workflow and Action Reminders!
• January Updates! Open more in your workspace and more
• 12th December - Action notification optimisation and more!
• 18 September 2019 - Settings customisation and bug extermination

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CM4's Roadmap and Development Cycle

• December 2019 Features and roadmap
• How our Development cycle works

Onboarding information

• CM4 Security