Tools & Features
Search for Deleted Records
Restoring Deleted Records
Duplicates & Record Merging
Conducting a Duplicate Search
How to Merge Records
Use and Manage your Saved Searches
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 rules and logic
Importing Records of a single Record type
Importing Records related to existing Records
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
What is the Webform Builder?
Generating a Basic Webform
Embedding a Webform
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?
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?
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)
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