CM3 Support
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Getting Started
Welcome to Consultation Manager
General Information
The Basics
Roles
Key Terms and Definitions
User Interface
Accessing your platform
Your Domain
Logging In
Your Profile
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System Navigation
Dashboard
Project Selection
Basic Data Search
Multi-conditional Data Search
User Guides
Consultation Manager User Guides
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Data Search
How do I build a multi-criteria search?
Reporting
Action KPI Reporting
How to read a statistics report
Snapshot Reports
Managing your Enterprise
Enterprise - adding, editing or renaming Projects or Project Groups
Adding and removing Stakeholders to Groups and Lists
Creating and Deleting Groups and Types
Maintaining data quality
Auditing your data
Merging Stakeholders or Properties where duplicates exist
Merging Duplicate Team Members
How to restore deleted data
Merging Duplicate Event Types
Managing your Team and Team Roles
Team Member Roles in Consultation Manager (Enterprise)
Adding, deleting or modifying Team Members
Team Member Roles in Consultation Manager (Lite)
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?
Importing
Importing Stakeholders
Importing Events
Rolling back an Import
Data Visualization
Mapping
Social Pinpoint Integration
Social Pinpoint Integrations - Implementation
Social Pinpoint use in Consultation Manager
System Integration
Consultation Manager Integration
Application Programming Interface (API)
Communicator - Enewsletters and SMS
Sending eNews/SMS
System Security
CM3 Security Documentation
Sales Questions
Accounts FAQs
Changing billing organisations or contact person
Can I run sub-projects using the Lite Version?
How to pay with a credit card
Why do you invoice 2 months in advance?
Can I finalise my contract early?
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App - Ipad/Iphone/Android
App information - the cost and how to download it
Training
Training information
Conversion to Enterprise
Converting from a Lite Licence to an Enterprise Licence