Welcome to Consultation Manager

• General Information

The Basics

• Roles
• Key Terms and Definitions
• User Interface

Accessing your platform

• Your Domain
• Logging In
• Your Profile

System Navigation

• Dashboard
• Project Selection
• 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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Importing

• Importing Stakeholders
• Importing Events
• Rolling back an Import

System Integration

• 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

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Webform Integration

• Webform Integration - Technical Information
• Webforms - General Information

Customising Consultation Manager Enterprise

• Customisations to your Consultation Manager Enterprise platform

Data Search

• How do I build a multi-criteria search?

Data Duplicates

• Merging Stakeholders or Properties where duplicates exist
• Merging Duplicate Team Members

Data Visualization

• Mapping

Reporting

• Action KPI Reporting
• How to read a statistics report
• Snapshot Reports
• 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 to Groups and Lists
• Creating and Deleting Groups and Types

Templates

• Creating and editing templates - Event template

Accounts FAQs

• 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 and how to download it

Training

• Training information

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