nmondsNov 5, 20211 min readGetting Started with ChilliDBIf you are new to ChilliDB please read this post to help you get started. This article lists topics which will be helpful to go over when...
nmondsNov 5, 20211 min readCustomising Data Shown in TabsSome tabs can now be customised to display any base or custom field from the relevant module. Tabs on the following pages can now be...
nmondsNov 5, 20211 min readRenaming and Reordering Tabs with Tab ManagementThe Tab Management window allows you to manage the tabs on certain ChilliDB screens including Organisations, Contacts, Notes and Events....
nmondsNov 5, 20211 min readHow to save your searchesUse Saved Searches to save your frequently used searches for easy use. Each user has their own set of saved searches. 1. Go to a search...
nmondsNov 5, 20214 min readIntroduction to ChilliDB SearchSearching is now easier and more versatile than ever with the updated ChilliDB search pages for various modules, including contacts,...
nmondsNov 5, 20213 min readIntroducing the Custom Fields Grid LayoutChilliDB Custom Fields provide a powerful solution to allowing you to customise the data fields on any screen through ChilliDB, giving...
nmondsNov 5, 20213 min readChilliDB Calculated Custom FieldsThese fields enable you to build a Custom Field which can have its value calculated automatically based on a formula that you build. The...
nmondsNov 5, 20211 min readSetting Default Values for Your FieldsTo speed up the process of entering data, default values can be set for the Contacts, Organisations and Case Management modules. The...
nmondsNov 5, 20211 min readGrid Actions MenuEvery grid has a list of actions that can be performed by mousing over the arrow button located at the top right of the grid and...
nmondsNov 5, 20211 min readCreating Grouped Filters in ChilliDB SearchTo create more complex filters that include grouped conditions, you can use the 'Make Filter Group' checkbox, which becomes available...
nmondsNov 5, 20212 min readUsing FlagsFlags in ChilliDB ChilliDB has the ability to use a system of Flags for Contacts and Organisations. This can be a quick, visual guide...
operations16Jul 13, 20212 min readWork More Efficiently By Personalising ChilliDBChilliDB offers a number of ways to personalise your system so you can work more effectively. Most of these are located in "Preferences"...
operations16May 6, 20211 min readOutlook Add-InSave time by taking advantage of ChilliDB’s Outlook Add-In. The ChilliDB Outlook Add-In helps keep your communication records up to date...
