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 4

• 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?

Mapping 4

• What is the mapping feature?
• How to add a Project base map
• How to set up mapping layers
• Address search