nmondsNov 4, 20211 min readHow to Export your ContactsContacts can be exported from any contact listing such as search results or the Organisation page Contacts tab. To perform an action you...
nmondsNov 4, 20213 min readWhat is Case Management?Case Management allows you to formulate a process which is made up of one or more steps and apply that process to a given situation to...
nmondsNov 4, 20212 min readCreating a process configurationProcess Configurations provide a way of grouping together Process Definitions. They define the Process Type, Case Workers, Case Manager,...
nmondsNov 4, 20215 min readCase Process DefinitionsCase Process Definitions map a process to be followed and are applied to Cases by: A Case Worker who has been allocated a Case. A Case...
nmondsNov 4, 20213 min readCreating and Allocating CasesCreating cases can behave differently based on the type of user you are logged in as. Each user type’s available roles are explained in...
nmondsNov 4, 20211 min readAssigning the process definitionTo give a case a set of activities, you must assign a process definition to it. 1. As a Case Worker, to assign a process definition click...
nmondsNov 4, 20211 min readCompleting ActivitiesViewing the Activity From the Case Display screen under the Case Progress Summary tab, right mouse click over an activity. Click on View....
nmondsNov 4, 20211 min readSearching CasesStandard Search From the main menu go to Case Management > Case > Search. In the Reference No. field, type in the case name or reference...
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"...
operations16Jun 17, 20212 min readCommunicate Easily Using ChilliDB SMSGet in front of your clients by utilising ChilliDB's SMS feature. ChilliDB allows you to easily send SMS messages to your contacts by...
operations16May 20, 20212 min readKeep Your Data SecureChilliDB takes security very seriously to ensure our client’s data is safe and secure. We do this through several initiatives which are...
operations16May 19, 20211 min readRural Workforce Agency Victoria - Case StudyRural Workforce Agency Victoria (RWAV) is a not-for-profit organisation working with communities that have under-serviced health needs....
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...
operations16Mar 5, 20210 min read7 Features to Help You Save TimeFind out 7 features which can help you save time.
operations16Oct 29, 20200 min read5 Features For Suicide Prevention CharitiesChilliDB understands the important work suicide prevention services do to create awareness and provide support to those struggling.
operations16Oct 16, 20200 min read5 Ways to Grow Your Donor RelationshipsChilliDB can help improve donor relationships and help track and measure your fundraising efforts
