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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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nmonds

Nov 5, 20211 min read

Setting Default Values for Your Fields

To speed up the process of entering data, default values can be set for the Contacts, Organisations and Case Management modules. The...

18 views0 comments

nmonds

Nov 5, 20211 min read

Grid Actions Menu

Every 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...

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Creating Grouped Filters in ChilliDB Search

nmonds

Nov 5, 20211 min read

Creating Grouped Filters in ChilliDB Search

To create more complex filters that include grouped conditions, you can use the 'Make Filter Group' checkbox, which becomes available...

19 views0 comments

Contract Management Module - Getting Started

nmonds

Nov 5, 20216 min read

Contract Management Module - Getting Started

Contract Management Module – Getting Started Written below are a few simple steps and considerations that we can follow in order to start...

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nmonds

Nov 5, 20212 min read

Using Flags

Flags in ChilliDB ChilliDB has the ability to use a system of Flags for Contacts and Organisations. This can be a quick, visual guide...

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nmonds

Nov 5, 20212 min read

Customising Reference Data

Customising reference data is an important step when setting up ChilliDB as it controls what values appear in the 'Categorisation' field,...

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Adjusting idle timeout and the length of time ChilliDB holds your login open

nmonds

Nov 5, 20211 min read

Adjusting idle timeout and the length of time ChilliDB holds your login open

ChilliDB holds login sessions open for 240 minutes, 4 hours, by default. This is to ensure that if you are called away from your desk or...

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nmonds

Nov 5, 20212 min read

Adding and reducing licenses

To adjust the amount of users who can access your system, you must add or reduce your ChilliDB licenses. There are two types of licenses:...

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nmonds

Nov 5, 20211 min read

How to backup and restore your data

Backups of your system are automatically created nightly, and stored on ChilliDB's secure servers. If you would like to request a new...

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Managing and monitoring ChilliDB License Usage

nmonds

Nov 5, 20214 min read

Managing and monitoring ChilliDB License Usage

The aim of this guide is to help you understand ChilliDB licensing, viewing your licensing entitlements, managing your usage and best...

28 views0 comments

nmonds

Nov 5, 20212 min read

Re-Categorising Data

From time to time it is necessary to re-categorise data in your database. While ChilliDB makes this easy to do, it can create issues for...

30 views0 comments

nmonds

Nov 5, 20212 min read

Detect and merge duplicate records

To help ensure data integrity, ChilliDB has features that prevent, identify, and eliminate duplicate records. Preventing Duplicates...

83 views0 comments

nmonds

Nov 5, 20217 min read

Data Loader Guide

The purpose of this utility is to allow ChilliDB users to import multiple records retrieved from a list of values stored in an external...

200 views0 comments

nmonds

Nov 5, 20211 min read

Data Loader Tips

Some tips / Notes concerning the files used for data import: When uploading excel files you don’t need to use special column delimiters...

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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...

14 views0 comments

nmonds

Nov 5, 20211 min read

Address Validation

Address validation is available to Hosted clients through System -> Data Management -> Address Validation menu. Note, the user should...

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How does the Data Loader handle Multi-Select Lookup Custom Fields?

nmonds

Nov 5, 20211 min read

How does the Data Loader handle Multi-Select Lookup Custom Fields?

The Data Loader can handle Multi-Select Lookup Custom Fields by processing them as a list of values separated by Comma - e.g. CSV. Your...

23 views0 comments

How do I know what version of ChilliDB I am running?

nmonds

Nov 5, 20211 min read

How do I know what version of ChilliDB I am running?

The version of ChilliDB that your system is running can be found at the footer of each and every screen in ChilliDB if you are using...

7 views0 comments

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...

31 views0 comments

nmonds

Nov 5, 20213 min read

Password Management

ChilliDB has a number of password management features which adhere to industry standards which make it a safe and secure system to hold...

35 views0 comments

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