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Track all services and interactions.

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

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Creating a user and allocating users to roles

nmonds

Jan 27, 20222 min read

Creating a user and allocating users to roles

Creating A User The next step after allocating tickets to users: https://www.chillidb.com/post/allocate-users-to-roles is to create some...

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nmonds

Jan 27, 20222 min read

Allocate Tickets to Roles

Setting up users in ChilliDB so they are able to be allocated roles and permissions (tickets) associated with those roles is a 3 step...

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Copying and Creating Duplicates of Surveys

nmonds

Jan 24, 20221 min read

Copying and Creating Duplicates of Surveys

To quickly copy a survey that is already in ChilliDB, users should use the Create Like link from the Actions menu on the original survey...

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jwilson983

Jan 21, 20221 min read

Using the Events Calendar/Events List

The Events Calendar and Events List options in the Events drop-down menu both allow users to locate events they have created within...

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Creating and Maintaining Events in ChilliDB

jwilson983

Jan 21, 20226 min read

Creating and Maintaining Events in ChilliDB

ChilliDB’s Events module enables users to create events for staff and clients. It features multiple functions that allow users to manage...

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Finding a Particular Response Amongst Your Survey Results

nmonds

Jan 18, 20222 min read

Finding a Particular Response Amongst Your Survey Results

Responses Users can choose to search for and view responses entered in their surveys at any time by navigating to the Surveys main menu...

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View Survey Responses/Analysis/Visualisations

nmonds

Jan 18, 20223 min read

View Survey Responses/Analysis/Visualisations

Responses Users can choose to search and view responses entered in surveys at any time by navigating to Surveys and then choosing 'Search...

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nmonds

Jan 18, 20223 min read

Sending Reminders

Once a survey invitation has been sent to a contact, organisation and/ or distribution lists in ChilliDB, users may wish to send a...

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nmonds

Jan 17, 20224 min read

Sending Invitations

ChilliDB surveys can be implemented in several ways - they can be sent to a contact or organisation to fill out; they can be filled out...

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nmonds

Jan 17, 20220 min read

Publishing and Un-Publishing Surveys

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nmonds

Jan 17, 20221 min read

Previewing Surveys

Whilst building the survey layout and questions, it is possible to preview a survey before sending it to respondents. Users can preview...

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nmonds

Jan 17, 202212 min read

Adding Sections and Questions

Creating Headings and Text Content To start adding structure to a survey, users first have to navigate to the Questions tab on the Survey...

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nmonds

Jan 17, 20221 min read

Invitation Options

These options allow users to choose how their survey will be performed. They can choose to make their survey publicly accessible; secured...

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nmonds

Jan 17, 20221 min read

Responder Notification Options

These options allow users to use ChilliDB Message Templates to send notifications to their Survey respondents: Notify Responder On...

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nmonds

Jan 17, 20221 min read

Staff Notification Options

These options allow users to define notifications for their staff so these staff can be notified of any completed surveys. When the box...

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nmonds

Jan 17, 20221 min read

Notification – Sender Options

The sender options in the ChilliDB Surveys module allow users to define how Notifications will be sent to their survey responders....

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nmonds

Jan 17, 20221 min read

Submission, Save & Review Options

This collection of options controls how your Survey will operated and how it will be submitted: Allow Survey to be Saved & Continued –...

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nmonds

Jan 17, 20221 min read

Survey Options

This collection of options controls optional features for your Survey: Show Survey Navigation Tree – This option will show a Tree View...

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nmonds

Jan 17, 20222 min read

Using Survey Templates

Survey templates allow users to customise the appearance of their surveys for program activities or business groups, or even just for...

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nmonds

Jan 17, 20221 min read

Creating and Managing Surveys

In this example, we are going to create a Survey which will ask our services for information which will be shown on our Service...

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