CM3 Support

Welcome to Consultation Manager 1

• General Information

The Basics 3

• Roles
• Key Terms and Definitions
• User Interface

Accessing your platform 4

• Your Domain
• Logging In
• Your Profile
• Can't access your platform?

System Navigation 4

• Dashboard
• Project Selection
• Basic Data Search
• Multi-conditional Data Search

User Guides 1

• Consultation Manager User Guides

Having trouble logging in? 7

• 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

Data Search 1

• How do I build a multi-criteria search?

Reporting 3

• Action KPI Reporting
• How to read a statistics report
• Snapshot Reports

Managing your Enterprise 3

• 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 5

• 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 3

• Team Member Roles in Consultation Manager (Enterprise)
• Adding, deleting or modifying Team Members
• Team Member Roles in Consultation Manager (Lite)

Microsoft Office Add-in 5

• 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 3

• Importing Stakeholders
• Importing Events
• Rolling back an Import

Data Visualization 1

• Mapping

Social Pinpoint Integration 2

• Social Pinpoint Integrations - Implementation
• Social Pinpoint use in Consultation Manager

System Integration 2

• Consultation Manager Integration
• Application Programming Interface (API)

Communicator - Enewsletters and SMS 1

• Sending eNews/SMS

Templates 0

System Security 1

• CM3 Security Documentation

Accounts FAQs 7

• 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?

View all 7

App - Ipad/Iphone/Android 1

• App information - the cost and how to download it

Training 1

• Training information

Conversion to Enterprise 1

• Converting from a Lite Licence to an Enterprise Licence