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?
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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?
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
Cost of EHQ Integration
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Webform Integration - Technical Information
Webforms - General Information
How do I build a multi-criteria search?
Merging Stakeholders or Properties where duplicates exist
Merging Duplicate Team Members
Action KPI Reporting
How to read a statistics report
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
Team Member Roles in Consultation Manager (Lite)
Working with Groups and Types
Adding and removing Stakeholders to Groups and Lists
Creating and Deleting Groups and Types
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
Conversion to Enterprise
Converting from a Lite Licence to an Enterprise Licence