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Can manage all your information.

Track all services and interactions.

Designed for the Australian Not for Profit, Community and Health sectors.

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Bulk Updating Role Access to Contacts and Notes

nmonds

Nov 5, 20211 min read

Bulk Updating Role Access to Contacts and Notes

The role access is controlled by the sensitivity settings, which are bulk updated by going to the "Contact Categorisation" and "Note...

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nmonds

Nov 5, 20214 min read

Setting up Contact and Note Sensitivity

1 Introduction Via an example set of business requirements, this whitepaper provides guidance on how to use the ChilliDB Sensitivity...

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What does the ... mean on the Note Search?

nmonds

Nov 4, 20211 min read

What does the ... mean on the Note Search?

The Note Search rolls up information to the Note level by default. This means that if a Note is created against more than one...

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nmonds

Nov 4, 20211 min read

Note Locking

Note Locking is where Notes created in ChilliDB can be locked from modification after a period of time. This is done to protect the...

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