Accessing your platform

• How to log in
• Your Domain

The Basics

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

View all (7)

User Guides

• CM4 General User Guide
• CM4 Management Guide

Reporting

• Tabular Report
• Snapshot Report
• Statistics Report

Data Collection

• Inbound Email

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)

Managing Projects, Teams and Users

• Teams
• User Capabilities and Team Roles

Product updates

• 22 July 2019 - Mobile functionality
• 5 August 2019 - Webforms, Team Management and more
• 18 September 2019 - Settings customisation and bug extermination
• 12th December - Action notification optimisation and more!

CM4's Roadmap and Development Cycle

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

Onboarding information

• CM4 Security

Technical information

• Inbound email - Technical requirements