CM4 Support
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Tools & Features
Deleted Records
2
Search for Deleted Records
Restoring Deleted Records
Duplicates & Record Merging
2
Conducting a Duplicate Search
How to Merge Records
Saved Searches
2
Saved Searches
Use and Manage your Saved Searches
Email BCC
4
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
3
Importing rules and logic
Importing Records of a single Record type
Importing Records related to existing Records
Batch Operations
5
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
3
What is the Webform Builder?
Generating a Basic Webform
Embedding a Webform
Comms: SMS
4
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
5
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
5
What is the mapping feature?
How to Add and Modify your Project Base Map
How to set up mapping layers
Automatic Address Searching & WKT
How to Add a System Project Base Map (Team Leader Only)
Electric Plug
1
Electric Plug - Connection Warning