Email BCC 4

• 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 2

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

Importing data 1

• Importing rules and logic

Batch Operations 2

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

Webforms 2

• What is the Webform Builder?
• Embedding a Webform

Duplicates & Record Merging 2

• How to Merge Records
• Conducting a Duplicate Search

Deleted Records 2

• Search for Deleted Records
• Restoring Deleted Records

Saved Searches 2

• Saved Searches
• Use and Manage your Saved Searches

Mobile 3

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