nmondsNov 5, 20213 min readRoles, Tickets, and UsersSetting up users in ChilliDB so they are able to be allocated roles and permissions (tickets) associated with those roles is a 3 step...
nmondsNov 5, 20211 min readAltering the Home Screen LayoutThe ChilliDB home screen can be configured with several "panels" which can perform basic functions related to the rest of the system and...
nmondsNov 5, 20212 min readHow to Add and Configure Custom FieldsUsers with the appropriate permissions are able to add fields to certain modules in ChilliDB to ensure they are able to gather the...
nmondsNov 5, 20219 min readDetailed Guide to SensitivityThe Sensitivity feature allows the user to restrict access to certain information within the ChilliDB system based on Types (Categories)...
nmondsNov 5, 20211 min readExpiring Vs Deleting DataIn many areas of ChilliDB such as custom fields, contacts, organisations, and most other modules, we provide the expire concept. Expiring...
nmondsNov 5, 20211 min readExpiry Frequently Asked QuestionsQ: When contacts are expired, does it automatically remove them from a distribution list? A: When a contact is expired all records...
nmondsNov 5, 20211 min readPersonalising ChilliDB Main Menu Items (Order/Visibility)When setting up ChilliDB, one of the options available when it comes to personalisation is the reordering of the menu items that appear...
nmondsNov 4, 20211 min readAutomatic Membership CancelationMaintaining memberships can be difficult, especially if they contain lots of members. To make it easier to keep track of current members...
nmondsNov 4, 20215 min readMembership Module User GuideThis article will explain how to setup and use the Membership Module. We will create a non-paying Membership package and then step...
nmondsNov 4, 20211 min readClient Administration Set upBefore you begin using the Client Administration Module it is important to know the following: New client types are added using the...
nmondsNov 4, 20212 min readClient Administration FeaturesThe client administration module has a number of features that can help you run and support your program as well as providing a high...
nmondsNov 4, 20212 min readHow to Email Event CertificatesTo make it easier to send event certificates to each attendee, we have added an ‘Email Certificates’ option to the actions menu of all...
nmondsNov 4, 20211 min readWhat does the ... mean on the Note Search?The Note Search rolls up information to the Note level by default. This means that if a Note is created against more than one...
nmondsNov 4, 20211 min readNote LockingNote Locking is where Notes created in ChilliDB can be locked from modification after a period of time. This is done to protect the...
nmondsNov 4, 20211 min readNote TemplatesTo speed up the note creation process, users with the note manager ticket can create note templates. When creating a note with the note...
nmondsNov 4, 20211 min readCreating Contacts Without an OrganisationIn ChilliDB each contact that is added must be associated with at least one organisation. As a result, it is not possible to have...
nmondsNov 4, 20211 min readContacts and Organisations User GuideThis post will provide a basic guide to creating and viewing contacts and organisations. Since creating and viewing contacts and...
nmondsNov 4, 20211 min readContact RolesContact Roles allow you to specify information about a Contact at and Organisation at a point in time. The information held in there may...
nmondsNov 4, 20211 min readOrganisation ABN ValidationThe ABN field on the organisation page is now validated against the Australian Business Register. This means the ABN field will now...
nmondsNov 4, 20212 min readInformation displayed in tooltips for Staff Tracking and LastAccessed links Tooltips accessed via the last accessed and staff tracking panel provide a quick way to view key information and create...
