Entity Your data within CM is usually segregated into six (6) major categories, including stakeholders, properties, events, issues, actions, documents and ...

Your Dashboard is the first thing you will see when you log into CM4. It will give you valuable information about your CM system in general, as well as thin...

Once you have logged into Consultation Manager you will see the main navigation bar across the top of your screen and a dashboard below. This will remain i...

Projects Consultation Manager uses Projects to structure and segment data. Projects can be clustered into project groups so that you can report on a segmen...

This article will explain the difference between global and private entities and show how to change them, we have also used a lot of terms from the system t...

Within Consultation Manager, Stakeholders are the individuals you as an Organisation are engaging with. All information relating to your Stakeholders includ...

Within Consultation Manager, Properties are any physical location, often including dwellings and land, associated with an ownership relative to the Stakehol...

Within Consultation Manager, Events are interactions entered into the system between stakeholders and team members. These are configured to suit your indivi...

Within Consultation Manager, Actions are tasks or “to do” items assigned by a User to themselves or another User, usually when a follow-up or action is requ...

Within Consultation Manager, Documents are electronic files (e.g Word, Excel, PDF, etc.) uploaded to CM, or links stored within CM to external document mana...