Accessing your system

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

The Basics

• Key terms / definitions
• My Dashboard
• User interface
• Project Selection
• Global vs Private Entities

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The Search Grid

• How to search
• Search Views
• Copy and Paste Data from Search Grid
• Advanced Searching techniques

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
• CM4 Management Guide

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
• Filtering Uncategorised Emails

SMS

• How to create and send an SMS
• Preparing your data for SMS

Importing data

• Importing rules and logic

Batch Operations

• How to use the Batch Operations Tool
• Updating Classifications using Batch Operations

Webforms

• What is the Webform Builder?
• Embedding a Webform

Duplicates & Record Merging

• How to Merge Records
• Conducting a Duplicate Search

Deleted Records

• Search for Deleted Records
• Restoring Deleted Records

Saved Searches

• Saved Searches
• Use and Manage your Saved Searches

Mobile

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

Tabular Report

• What is a Tabular Report
• How do I run a Tabular Report?

Snapshot Report

• Using the Snapshot Report
• What is a Snapshot Report?
• How do I generate a Snapshot Report?

Statistics Report

• What is a Statistics Report?
• How to generate a Statistics Report

Templates

• Stakeholder Consultation Report
• Property Consultation Report
• Event Statistics Report

Impressions over time

• Impressions by Event Type Report
• How do I use the Impressions by Event Type Report

Teams & Users

• User Capabilities and Team Roles
• How do I create a new User?
• How do I add a User to my Team?
• How do I edit a User's details?
• How do I remove access from a User?

Users & Permissions

• Teams
• User Capabilities and Team Roles

Video Training Series

• General Workflow - Training Video
• Adding a Stakeholder - Training video
• Adding an Event to a Stakeholder - Training video
• Searching Your Database - Training Video
• Adding multiple Stakeholders to a single Event - Training Video

API Documentation

• API Access

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

Product updates

• June updates! - Not just easier reporting, MORE reporting!
• March Updates - We've had a facelift!
• April Updates - Streamline your work!
• February Updates - Improved Workflow and Action Reminders!
• January Updates! Open more in your workspace and more

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CM4's Roadmap and Development Cycle

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