CM4 Support
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Accessing your system
Logging in
How do I find my system URL?
How do I reset my password?
The Basics
Key terms / definitions
Dashboard
User interface
Project Selection
Global vs Private Entities
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The Search Grid
How to Search
Advanced Searching Techniques
Editing free text fields in the Search Grid
Search Views
Copy and Paste Data from Search Grid
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Creating new records and relationships
Adding Records
How to Create a New Stakeholder Record
How to Create a New Event Record
How to Add an Event from a Stakeholder Record
How to Assign an Existing Event to an Existing Stakeholder
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Using Actions
What are Actions and how do I create a new one?
How to send and use Action Reminder Emails
Search for Users with Outstanding Actions
Send Action Reminders Automatically
User Guides
CM4 General User Guide
Tools & Features
Deleted Records
Search for Deleted Records
Restoring Deleted Records
Duplicates & Record Merging
Conducting a Duplicate Search
How to Merge Records
Saved Searches
Saved Searches
Use and Manage your Saved Searches
Email BCC
How does Email BCC work?
Where do I find my Project's BCC Address?
Filtering Uncategorised Emails
Why a BCC'd Email may not appear in Consultation Manager
Importing data
Importing rules and logic
Importing Records of a single Record type
Importing Records related to existing Records
Batch Operations
What are Batch Operations?
How to use the Batch Operations Tool
Updating free text fields using Batch Operations
Updating Classifications using Batch Operations
Updating Project relationships using Batch Operations
Webforms
What is the Webform Builder?
Generating a Basic Webform
Embedding a Webform
Comms: SMS
Preparing your data for SMS
How to create and send an SMS
Where do I find my SMS campaign after i've sent it?
What do the SMS send statistics mean?
Comms: Email
Preparing your data to send Emails
How to create and send an email
Where do I find my email campaign after i've sent it?
What do the email send statistics mean?
How do I authenticate my email domain?
Mapping
What is the mapping feature?
How to add a Project base map
How to set up mapping layers
Address search
Reporting & Analytics
Tabular Report
What is a Tabular Report
How do I run a Tabular Report?
Snapshot Report
What is a Snapshot Report?
How do I generate a Snapshot Report?
Run a Snapshot Report from a Record
Statistics Report
What is a Statistics Report?
How to generate a Statistics Report
Templates
Stakeholder Consultation Report
Property Consultation Report
Event Statistics Report
Over Time Reports
Issues Over Time Report
How to generate Issues Over Time
Impressions by Event Type Report
How to generate Impressions by Event Type
Enterprise Administration
Projects
How do I create a New Project?
Manage Projects (the Project Record profile)
Restricting Framework/Classifications to Projects
Teams
What are Teams?
Creating a new Team
Adding Users to Teams
Team Roles
Users & Permissions
How do I create a new User?
User Permissions
Adding a User to Projects (via Teams)
How do I edit a User's details?
How do I remove access from a User?
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Framework (Classification) Management
What are Classifications: Classifications and Classification Groups
Adding Classifications
Editing Classifications
Delete and restore classifications
Reassign classifications
Enterprise Settings
Managing Time Zones
Send Action Reminders Automatically
Managing your Data
Auditing your CM database
Additional Services
Mobile
CM on your Smartphone
Searching for data on mobile
Adding data on Mobile
Accessing Consultation Manager from your Mobile Device
Videos & Webinars
Video Training Series
Logging In - Training Video
Searching Your Database - Training Video
Search Views - Training Video
Adding a Stakeholder - Training Video
Adding Events to Stakeholders - Training Video
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API & Integrations
API Documentation
API Access
Single Sign-on
SAML SSO
Mailchimp Integration
How do I connect my Mailchimp Account with Consultation Manager?
How does the Mailchimp integration work?
Security & Billing
Billing
Billing Information
Technical Information
CM4 Security
Email BCC - Technical Requirements
Whitelisting - Technical information
Security Scan
Updates
Product updates
January 2021 updates - Audit history and more
July updates - It's bug extermination season
June updates! - Not just easier reporting, MORE reporting!
April Updates - Streamline your work!
March Updates - We've had a facelift!
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CM4's Roadmap and Development Cycle
December 2019 Features and roadmap
How our Development cycle works
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