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

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

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

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

CM on your Smartphone

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

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 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?

Billing

• Billing Information

Technical Information

• CM4 Security
• Email BCC - Technical Requirements
• Whitelisting - Technical information
• Security Scan

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