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Track all services and interactions.

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

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nmonds

Jan 17, 20222 min read

Security and Sensitivity - Surveys

Restricting User Access to Survey To configure the Survey Security in ChilliDB: Navigate to the Surveys main menu item and select 'Survey...

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nmonds

Jan 17, 20221 min read

Configuring the Module/Feature

To Configure the Module/Feature: 1. User Roles- User roles define what staff can and cannot access in the ChilliDB system. To configure a...

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jwilson983

Jan 17, 20221 min read

Setting Up Password Recovery

ChilliDB users are able to enter a number of secret questions via their User Profile to aid them in recovering their password should they...

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jwilson983

Jan 15, 20221 min read

Setting Up a New Password

If users need to set up a new password, this can be done via their User Profile and the Preferences screen. After clicking on...

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jwilson983

Jan 15, 20221 min read

Managing Email Preferences

Users are offered a number of options when it comes to managing their email preferences within ChilliDB. To access these options, first...

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Creating and Maintaining Distribution Lists

jwilson983

Jan 13, 20224 min read

Creating and Maintaining Distribution Lists

ChilliDB users are able to utilise the Distribution Lists module to manage their communications with contacts/organisations with regards...

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Creating News for Your Organisation's ChilliDB Home Page

jwilson983

Jan 4, 20222 min read

Creating News for Your Organisation's ChilliDB Home Page

ChilliDB users who are in an administrative position, as well as any user who has the required permissions, are able to create news items...

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nmonds

Jan 4, 20220 min read

World Braille Day

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jwilson983

Dec 15, 20212 min read

Creating and Searching for Notes

The Notes module in ChilliDB allows a user to create and save a note against a contact or organisation’s name. As well as basic details,...

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nmonds

Dec 13, 20210 min read

How to plan for 2022

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nmonds

Dec 9, 20210 min read

Merry Christmas From ChilliDB

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Force Outlook 2013 to Enable the ChilliDB Outlook Plug-in When There Are Connection Speed Issues

jwilson983

Dec 2, 20211 min read

Force Outlook 2013 to Enable the ChilliDB Outlook Plug-in When There Are Connection Speed Issues

Introduction Microsoft added a new feature in Outlook 2013 to help you manage add-ins that cause performance or crashing problems. When...

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Using Message Profiles to Send Messages from Different Email Accounts

jwilson983

Dec 2, 20212 min read

Using Message Profiles to Send Messages from Different Email Accounts

If users need to send emails with a different email address or display name, ChilliDB Message Profiles allow this activity to be...

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Working with ChilliDB Integrated Reports

jwilson983

Dec 2, 20213 min read

Working with ChilliDB Integrated Reports

Overview From 2.7.1 of ChilliDB, you are able to integrate reports into many screens throughout ChilliDB and then access those reports...

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Tri-State Read-Only Option for Survey (Linked Question on Repeated Section)

jwilson983

Dec 2, 20211 min read

Tri-State Read-Only Option for Survey (Linked Question on Repeated Section)

ChilliDB now supports Tri-state read-only option for survey questions. The states are Namely, "Yes (only when linked to existing ChilliDB...

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Data Destruction Process After Cancellation of ChilliDB Subscription

jwilson983

Dec 1, 20211 min read

Data Destruction Process After Cancellation of ChilliDB Subscription

If your organisation cancels your ChilliDB subscription, your system will be disabled at the end of your final billing period. Your...

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Managing Support Hours Through Help Desk

jwilson983

Dec 1, 20211 min read

Managing Support Hours Through Help Desk

The ChilliDB Help Desk allows you to manage your Support Hours with the ability to view your balance of hours, view your usage, and...

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Restricting Event Access By Role (Event Restriction Federated System Setting)

jwilson983

Dec 1, 20212 min read

Restricting Event Access By Role (Event Restriction Federated System Setting)

Summary Events created in ChilliDB can be restricted based on User roles. By turning the “Event Restriction Federated System Setting” on...

36 views0 comments

jwilson983

Dec 1, 20211 min read

Image Size Guide for Contacts Photo

While creating or editing a Contact, you can choose to upload image against their contact card. The sizes supported by ChilliDB are: 1....

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Thinking about ChilliDB - Need a cheaper alternative price?

nmonds

Dec 1, 20210 min read

Thinking about ChilliDB - Need a cheaper alternative price?

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