Welcome to Consultation Manager
Key Terms and Definitions
Accessing your platform
Basic Data Search
Multi-conditional Data Search
Having trouble logging in?
Help, I forgot my password!
I have locked my account...
I forgot my username
I am not receiving the automated email, why?
Are you logging in at the right place?
View all (7)
Rolling back an Import
Consultation Manager Integration
Application Programming Interface (API)
Microsoft Office Add-in
Microsoft Office Add-in: Technical Information
Microsoft Office Add-in: File Download
Microsoft Office Add-in: Installation Guide
Microsoft Office Add-in: How to use in Outlook
Microsoft Office Add-in: What's my domain?
IBM (Lotus) Notes Add-in
IBM (Lotus) Notes Add-in: File Download
IBM (Lotus) Notes Add-in: Installation Guide
IBM (Lotus) Notes Add-in: How to use
IBM (Lotus) Notes Add-in: What is my domain name?
Social Pinpoint Integration
Social Pinpoint Integrations - Implementation
Social Pinpoint use in Consultation Manager
Engagement HQ Integration
How Integration with Engagement HQ Works
Can you choose where EHQ data will go in CM?
How does EHQ data translate into CM?
How to Identify EHQ Records in CM
Implementation Timeline and Cost of EHQ Integration
View all (6)
Webform Integration - Technical Information
Webforms - General Information
Customising Consultation Manager Enterprise
Customisations to your Consultation Manager Enterprise platform
How do I build a multi-criteria search?
Merging Stakeholders or Properties where duplicates exist
Merging Duplicate Team Members
Data Purge, Restoration and Limits
How to purge or restore deleted data
Action KPI Reporting
How to read a statistics report
Entity statistics report
Communicator - Enewsletters and SMS
How to budget for Enewsletters and SMS
Managing eNews Unsubscribe
How does Consultation Manager maximise deliverability of e-newsletters?
How to set up an ENewsletter
Managing your Enterprise
Enterprise - adding, editing or renaming Projects or Project Groups
Managing your Team and Team Roles
Team Member Roles in Consultation Manager (Enterprise)
Adding, deleting or modifying Team Members
Enterprise - Why there should be only one Enterprise Administrator
Team Member Roles in Consultation Manager (Lite)
Working with Groups and Types
Adding and removing stakeholders, issues and events to groups
Creating and editing templates - Event template
Changing billing organisations or contact person
Can I run sub-projects using the Project Version?
How to pay with a credit card
Why do you invoice 3 months in advance?
App - Ipad/Iphone/Android
App information - the cost, how to download it, and trying out the demo
Conversion to Enterprise
Converting Projects to Enterprise
Is your Project ending?
Project Version Clients only - Options you can take at the end of a Project
Backups, Read-only Access, and Cancelling
Enterprise Version - Read-Only plans and Backups
Project Version - getting backups, having read-only access, or cancelling a project