Welcome to Consultation Manager
Key Terms and Definitions
Accessing your platform
Can't access your platform?
Basic Data Search
Multi-conditional Data Search
Having trouble logging in?
Are you logging in at the right place?
Help, I forgot my password!
I am not receiving the automated email, why?
I forgot my username
I have locked my account...
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How do I build a multi-criteria search?
Action KPI Reporting
How to read a statistics report
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
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?
Rolling back an Import
Social Pinpoint Integration
Social Pinpoint Integrations - Implementation
Social Pinpoint use in Consultation Manager
Consultation Manager Integration
Application Programming Interface (API)
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