Search Results

Azure Active Directory (Azure AD), Microsoft’s cloud-based identity and access Management service, ensures users can securely sign in and access relevant resources. ChilliDB integration with Azure AD now makes it easy for administrators to manage ChilliDB user accounts directly from Azure AD and prevents users from having to keep track of multiple passwords. Registering ChilliDB with your Azure AD Account To enable ChilliDB to authenticate users again Azure AD you need to first register the ChilliDB Application in your Azure Active Directory. The steps to register ChilliDB with an Azure AD account are outlined below: Under Azure Active Directory choose 'App Registrations' . Then select 'Create New Registrations'. On the New Registration page, fill out the form as per below, changing the MyOrg in the Redirect URI to your own ChilliDB System Identifier (normally your organization's initials). Once completed click 'Register' to register the app. After registration is completed, click 'Authentication' on the left-hand side of the screen. On the next screen that is shown, select 'ID Tokens (used for implicit and hybrid flows)' as shown below: Make a copy of the following items as they will be needed to configure ChilliDB. Application (client) ID. (from the Overview page for the app) Directory (tenant) ID. (from the Overview page for the app) Redirect URIs. (from the Authentication page for the app) Recording the Azure AD App Registration Details in ChilliDB Login into your ChilliDB System. Navigate to the System main menu and then choose System Management . From here select the Manage System Configuration link to enter your Azure AD App details. Enter 'Azure' in the search field and click on 'Filter' to return the Azure configuration items. For each item enter the details from the Azure AD App registration page as follows: Azure App Registration ChilliDB configuration Application (client) ID Azure Ad Client Id Directory (tenant) ID Azure Ad Tenant Redirect URIs https://ais.chillidb.com/MyOrg/CORE/System/login.asp Once the configuration changes have been applied, you can log out and close the browser. Note: It wont occur until the server is refreshed that night. As a result, it will be operational the day after activation. Logging into ChilliDB Using Azure AD for the First Time Start a browser session and visit your ChilliDB site using its normal web address. If you have not already been authenticated by Microsoft Azure, you will be prompted at this point for your login details. Once successfully authenticated, you will be redirected back to the ChilliDB login page. If your Azure AD username (User Principal Name) is not found in your ChilliDB user's list, you will be presented with the login message below. At this point, you should request your ChilliDB administrator creates or updates your user account to have the same name as your Microsoft Azure AD username. If your Azure AD username is found, you will be automatically logged into ChilliDB. Synchronizing Contacts' Details After a user logs into ChilliDB using their Microsoft Azure AD details, the following ChilliDB information will be automatically updated if it differs from the information recorded in Microsoft Azure AD: - Contacts' first name. - Contacts' last name. - Contacts' business email. If changes are made, the contact modification details will be updated with the date they occurred and the system user as the modifier. Automatic Creation of ChilliDB User for Azure AD When using Microsoft Azure AD for authentication, the ChilliDB user and their related contact details can be automatically created if they do not exist in ChilliDB. This prevents the administrator from needing to create the user in both Microsoft Azure AD and ChilliDB. To achieve this, the default role and contact type must be defined in addition to the contact's name in Microsoft Azure AD. To enable this feature, the following settings are required. Within Microsoft Azure AD ensure that the following optional claims are exposed: 1. User Given Name 2. User Family Name To expose these claims view the ChilliDB App Registration in Azure Active Directory you made previously and select ' Token configuration' from the options in the column on the left-hand side. Click ' Add optional claim' and select ' ID' for the Token type . Then check the ' family_name' and ' given_name' claims: As these fields are not mandatory in Azure, if they are not completed the 'Name' field will be used to create the ChilliDB contact name by using the first word from this field, and the remaining words will be part of the contact last name. If the 'Name' field has only 1 word, then that will be the contact's first name, and the contact’s last name will be set to Not Specified. After making the configuration changes in Azure, login into your ChilliDB system. Navigate to the System main menu and select System Management . From here select the Manage System Configuration link to set the following configuration values: Default Organisation for Contact Ensure the ' System Owner' item is set to the correct organization. This will be the organization that the contact is associated with when created. Default Type for Contact Set the type that will be used for the contact when they are created by associating a type with the ' Contact Add Default Type' item. Default Role for User Set the role that will be used for the user when they are created by associating a role with the ' User Add Default Role' item. Enable Automatic User Creation Enable automatic user creation by setting the ' Azure Automatic ChilliDB User Creation Enabled' item to 'True'.

The landscape of event management is continually evolving, and the Q-Code App marks our latest advancement in this area. QR codes have taken the efficacy of event management to the next level, offering convenience and efficiency in tracking attendees; making check-ins a breeze; and even allowing the collection of valuable data. This app is set to make it even easier to intelligently sync data to our event management module, ensuring seamless integration and easily allowing users to track data within ChilliDB. Improving Event Registration and the Check-In Experience: More Efficient Check-In Process: Rapid Check-Ins:    A swift QR code scan with a mobile device translates to a faster check-in process, reducing long lines and wait times. Smoother Transition for Events:  With quicker check-ins, events can start on time and with minimal disruption, enhancing the overall experience for attendees. More Accurate Data Collection: Reliable Attendance Tracking:  Utilising Q-codes for check-ins ensures precise recording of attendance figures. Engagement Insights:  The Q-code app aids in gathering detailed data on participant interaction, which is crucial for post-event analysis and planning future events. Enhanced Participant Experience: Streamlined Entry:  A simple and efficient check-in process leaves a positive first impression and boosts overall attendee satisfaction. Increased Likelihood of Repeat Attendance:  A pleasant check-in experience can encourage attendees to return for future events. More Eco-Friendly Approach: Reduced Paperwork:  The digital nature of the Q-Code app lessens the need for printed tickets or physical lists. Sustainable Practices:  By decreasing paper usage, the app supports more sustainable event management. Better Security QR codes can be used to prevent unauthorised access to certain areas and also to verify the age of participants for specific events or activities. QR Code App: Currently available is the option to sync all events from ChilliDB to the app, including details such as images, locations, and event descriptions, ensuring users have all the necessary information readily available. Additionally, the app displays session times and enables attendees to register directly through the platform. A key feature is the ability to check in upon arrival, crucial for accurate attendance record-keeping and streamlining operations.   How to Access the App: To access this app, click on the following link on your phone, tablet, or PC: https://services.chillidb.com/eventcheckin/ For optimal experience, we recommend using a phone or tablet equipped with a camera for QR code scanning. Once you click on this link, you will be directed to the following page. The fields should be filled out as follows: ChilliDB URL:  The value should be the same address that you would go to when you want to log into ChilliDB using your web browser. An example of the URL would be: https://ais.chillidb.com/video_com/ or ais.chillidb.com/video_com/ ChilliDB Username:  This is the username you use to log in to your ChilliDB system. ChilliDB Password:  This is the password associated with your ChilliDB username. This is the same password you use to log into ChilliDB using your web browser.   After connecting with Event app, the following screen will show a list of all future events, including details such as images, locations, and descriptions of each event, ensuring that users have all the necessary information at their fingertips. Once you select the event from the list, you will be taken to the following screen with the list of all the registrations for the event.  If users want to manually check-in attendees, they can do so by clicking on the green 'Check' button. Once the user clicks on this button, it will change into a tick, and the status will be changed to 'Attended.'  Note: If you accidentally change the status to ‘Attended’ by mistake, you can change it back to 'Registered' by clicking on the green circle containing the tick.   Signing in with a QR Code The QR code scan is a pivotal feature in this app, facilitating a seamless check-in process upon arrival at the event. This function is essential for recording attendees' presence, streamlining operations, and ensuring accurate record-keeping. Step 1: Generate QR code for attendees and send it to them: To generate a QR code for events, we have introduced a new QR Code Event mail merge token (see example below) within the Event module for email communication with event attendees. To generate this token, you need to compose an email from the event module to any contact who is registered for an event. In this email, be sure to include the new QR Code Event mail merge token. Each QR code is unique to its respective event, and you can scan it to mark the attendance of attendees. Users can compose one fixed message template in their system that includes the QR code token. They can use this template for sending emails to all registrations. Example of a Message Template including a QR code token. Step 2: At Event - Check-in by QR code: To mark attendees present at an event using QR codes, click on the QR Scan logo. Once you do this, you will be prompted to grant camera permissions. After granting the necessary permissions, you can proceed to scan the QR codes of attendees using your phone or iPad to mark their attendance at the event. Download App: Users can download this site as an app to their devices rather than entering the URL every time to log in to this page. iPhone or iPad 1.      Open Safari. 2.      Navigate to the: https://services.chillidb.com/eventcheckin/  . Tap ‘Go’. 3.      Tap the ‘Share’ button at the bottom of the page. It looks like a square with an arrow pointing out of the top. 4.      In the list of options that appear, scroll down until you see ‘ Add to Home Screen’ . Tap this. The ‘Add to Home Screen’ dialog box will appear. 5.      Choose a name for the app on your home screen. You'll see the link so you can confirm it, as well as the site's favicon that will appear as the "app" icon on your home screen. Click ‘Add’ when you're done. Safari will close automatically, and you will be taken to where the icon is located on your iPhone’s or iPad's home screen.   Android devices: 1.      Open chrome or any browser. 2.      Navigate to the: https://services.chillidb.com/eventcheckin/ . Tap “Go.” 3.      Tap the menu icon (3 dots in the upper right-hand corner) and select ‘ Install App’ . 4.      Tap ‘Install App’  to install app to your home screen.

The year 2023 was a key turning point in the field of Artificial Intelligence (AI), Notably, ChatGPT, a leading AI tool, expanded rapidly demonstrating the growing public interest in AI technologies. Microsoft's strategic partnership with OpenAI, marked by a $10 billion investment, set the stage for this expansion. 2023 was also a year of intense competition among tech giants. Google unveiled Bard, its answer to ChatGPT, while Microsoft enhanced Bing with AI capabilities. Amazon wasn't far behind, introducing Bedrock for AWS, enabling customers to leverage generative AI models and more. These new possibilities for AI have begun within ChillIDB which will be coming in the future to better advance our Client Management system for our not-for-profit, community and health organisations. ChilliDB's Beginning with AI in Client Management ChilliDB has started its journey to integrate AI into client management. Realising the potential of AI, ChilliDB initiated plans to incorporate AI into its services. This initiative aimed to improve sectors such as not-for-profits, healthcare, and community organisations, enhancing tasks from managing volunteers to healthcare processes. Building Trust in the Age of AI An important part of ChilliDB's AI initiative is focusing on trust. In today's world, where handling sensitive data is crucial, ChilliDB is committed to creating secure and ethical AI solutions. By seeking user feedback and improving security measures, ChilliDB aims to ensure its AI solutions are not just advanced but also trustworthy. Creating a Framework for AI in Client Management AI integration is on the horizon for ChilliDB. We are looking at integrating features such as Predictive Analytics, Automated Data Entry, Personalised Recommendations, Automated Reporting, Assistance in Case/Event/Membership Management and more. These tools can help us produce high-quality solutions tailored to specific audiences. 1. Not-for-Profit Organisations: Volunteer Management: Match volunteers with suitable opportunities based on their skills and interests. Event Forecasting: Predict attendance and required resources for future events based on past data. Stakeholder Engagement: Gauge and enhance engagement levels of donors, volunteers, and beneficiaries. Resource Allocation: Optimise the use of available resources based on predicted demand or community feedback. Tailored Communication: Customise communication for different audience segments. Automated Reporting: Streamline the generation of stakeholder updates. 2. Health Client Management Systems: Medication Management: Track and manage patient medications, ensuring no drug interactions. Appointment Scheduling: Optimise and manage patient appointments based on their history and preferences. Billing Automation: Streamline the billing process and detect fraudulent claims. Resource Allocation: Predict patient inflow and allocate resources like beds and medical equipment accordingly. Telemedicine Enhancement: Improve virtual consultations with AI tools like real-time transcription. 3. Community Organisations: Community Engagement Analysis: Measure and enhance community interactions and feedback. Event and Workshop Planning: Efficiently plan community events based on past attendance and feedback. Skill Matching: Connect volunteers with relevant opportunities based on their skills and interests. Safety and Risk Assessment: Ensure the safety of community events by predicting potential risks. Community Trend Analysis: Stay updated with emerging community trends by analysing social media and news sources. Future Outlook: AI and Client Management Evolution ChilliDB is not just adopting AI but actively shaping it to meet the practical needs of users and communities. ChilliDB is dedicated to pioneering practical, trust-based AI solutions. The progress made in 2023 has established a basis for future developments, where AI is seen as a key tool in providing efficient, ethical, and personalised client management experiences. ChilliDB is at the forefront of this development, focusing on excellence and trust. References: Ai in health care: Applications, benefits, and examples. Coursera. (n.d.). https://www.coursera.org/articles/ai-in-health-care De Saulles, M. (2023, March 30). 5 ways ai will transform CRM. CIO. https://www.cio.com/article/465624/5-ways-ai-will-transform-crm.html Fine, A., & Kanter, B. (2021, December 9). How smart tech is transforming nonprofits. Harvard Business Review. https://hbr.org/2021/12/how-smart-tech-is-transforming-nonprofits NCBI. “The potential for artificial intelligence in healthcare, https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6616181/.” Why machine learning is the best segmentation. Dataro. (n.d.). https://dataro.io/2021/02/01/why-machine-learning-is-the-best-segmentation/

In 2024 ChillIDB is heading towards gearing up for a big year ahead with some exciting new product features. From our monthly generalised improvements to Gmail add-in, newly created Dashboard Presets, Q-Code App and AI are all underway. This month within the upcoming update, we have concentrated on practical enhancements that directly benefit your daily operations in the NFP, Community, and Health sectors as we focus on a February launch on our highly requested Gmail Add-in. These updates can be utilised to streamline your workflow, enhance efficiency, and improve client engagement. Pre-Release Updates Coming Soon: Q-Code App for Event Management - Launching Soon: The anticipation is building for the release of the Q-code app, an addition to ChilliDB's event management tools. QR codes have taken event management to the next level, offering convenience and efficiency in tracking attendees, making check-ins a breeze, and even collecting valuable data. This app is set to make our event management module even smarter and easier to keep all data in one place with ChiliDB. Check-In Efficiency: Prepare to experience a seamless start to your events as the Q-code app dramatically accelerates the check-in process Unparalleled Accuracy and Data Insights: The Q-code app isn't just about speed; it's a powerful tool for precise attendance tracking and rich data collection on participant engagement. These insights are invaluable for refining your event strategies and enhancing future planning. And more, for a more detailed look into our up-and-coming qcode app, click here Introducing the ChilliDB Q-Code App. Pre-Release Teaser For Q-CODE App Pre-Release Updates Coming Next Month: New Added Dashboard/ Visualisation Presets Real-Time Insights: With the addition of 'News' and 'My Client' panels, your dashboard becomes a hub of real-time information. This feature enables you to stay updated with the latest developments and client information, ensuring you're always a step ahead in planning and response. Personalised Data Visualisation: Our new visualisation tools, including customisable colour palettes, empower you to present data in a way that's both informative and visually appealing. This feature is particularly useful for reports and presentations, where data needs to be both accurate and engaging. Pre-Release Teaser For My Clients Generalised Updates New Notification Centre Update: The revamped search notification centre in ChilliDB now prevents duplicate queries, saving you valuable time and reducing frustration. This means you can focus more on analysis and decision-making, rather than sifting through redundant data. Enhanced Search Functionality: The improved search functionality, with dynamic URL updates and Quick Link creation, makes finding specific data faster and more user-friendly. This enhancement means less time spent searching for information and more time utilising it for strategic planning. Sensitive and Accurate Contact Management: The new 'Deceased' custom field addresses the need for sensitive data handling. This feature allows for respectful and accurate record-keeping, ensuring your client data reflects real-world changes with empathy and precision. Simplified Event Management: The 'Select All' option for event registrations and the improved session selection tools are designed to make event management more efficient. These tools help you save time on administrative tasks, allowing you to focus on creating more engaging and successful events. Flexible Case Management: The updates in case management offer greater flexibility, allowing for a more tailored approach to each case. This means you can adapt the system to better fit the unique requirements of each situation, leading to more effective case handling.

Every day, organisations strive to uplift communities, improve health outcomes, and drive positive change. But how can they ensure that their initiatives are creating the desired results? The key lies in leveraging data effectively. Understanding the Power of Data in Nonprofit Management The key to unlocking the potential of data lies in evaluating how effectively a nonprofit or community organisation is achieving its mission and objectives. By delving into both quantitative and qualitative data, organisations can unearth invaluable insights into the impact and effectiveness of their programmes and initiatives. This is where ChilliDB, a premier Australian client management solution, plays a vital role. Why is Data-Driven Decision Making Crucial? Funding and Grants: Regular and thorough reporting can significantly influence future funding decisions. Demonstrating the tangible impact and efficacy of programmes can be a critical determinant for grantors in the allocation of funds. Building Trust with Stakeholders: Platforms such as Charity Navigator and GuideStar significantly sway donor decisions. By presenting data-driven outcomes, nonprofits can establish trust and credibility, ensuring sustained support from donors and the broader community. Operational Efficiency: Consistent evaluation and feedback mechanisms ensure optimal utilisation of resources. Through meticulous data analysis, organisations can refine their strategies to better align with their mission. ChilliDB: Your Partner in Data-Driven Impact ChilliDB offers an extensive array of tools specifically designed for nonprofits, health organisations, and community services. From membership management to event coordination, ChilliDB ensures that all data is centralised, accessible, and actionable. Key Features of ChilliDB: Membership Management Web Forms and Messaging Custom Fields and Case Management Event and Contract Management Client Administration and Email Marketing / Newsletters Staying Ahead with ChilliDB In the pursuit of making a significant difference, data emerges as a formidable ally. By forging a partnership with ChilliDB, nonprofits and community organisations can ensure that their efforts are strategically directed where they are most needed, thereby amplifying their impact and driving substantial, meaningful change. Conclusion In the quest to make a difference, data is a powerful ally. By partnering with ChilliDB, nonprofits and community organizations can ensure that their efforts are directed where they matter the most, amplifying their impact and driving meaningful change. References: The Importance of Nonprofit Data - Montana Nonprofit Association 13 Ways Data Is Changing How Nonprofit Leaders Conduct Business - Forbes The Importance of Data Analysis for Nonprofit Organizations - LinkedIn

Introduction Securing funding is a pivotal aspect for many organisations, especially those in the not-for-profit.  2024 heralds a landscape replete with grant opportunities. Navigating these opportunities necessitates a thorough understanding of the available grants, their application processes, and effective management strategies. ChilliDB emerges as a crucial tool in this journey, offering robust CRM solutions to streamline grant management. In this guide, we'll walk you through some noteworthy grants of 2024, share resources to keep you updated and offer tips to enhance your grant application process. Key Grants for 2024: The year 2024 offers a diverse array of grants for Australian not-for-profits, each characterised by distinct goals, requirements, and deadlines. Some notable opportunities include: Generalised Grants Community Grants Program by Yarra Ranges Council: Supporting local community groups and creatives, with a deadline in mid-2023 for 2024 projects. Various Grants from Volunteering Australia: Offering five different grants tailored to various organisational needs and objectives. National Justice Reinvestment Program: An open, non-competitive funding opportunity for Aboriginal and Torres Strait Islander-led justice reinvestment initiatives. Open until Tuesday, 10 September. Saluting Their Service Commemorative Grants Program: Eligible organisations can apply for funding for projects that promote appreciation and understanding of Australia’s wartime heritage. Open until Tuesday, 6 February. Community Services Inclusive Communities Grants: Funding for projects that support the social and economic participation of vulnerable communities. Open until Tuesday, 20 February. Healthy Masculinities Trial and Evaluation: $2.95 million over three years is available to foster healthy masculinities in school-aged boys. Open until Tuesday, 20 February. Strengthening Rural Communities – Small and Vital: Grants of up to $10,000 available for grassroots, community-led initiatives. Open until Monday, 26 February. Each of these grants demands a detailed application, adherence to specific guidelines, and rigorous reporting post-award, which can be challenging for many organisations. Resources for Staying Updated Grants.gov.au: Regularly check this site for the latest grant listings. You can also subscribe to their newsletter for timely updates. Community Grants Hub: Another excellent resource that offers a variety of grants, especially for community-based projects. Philanthropy Australia: For those looking beyond government grants, this platform connects philanthropic organizations with projects in need. Streamlining Grant Management: Tips Stay Ahead of Deadlines: Utilise ChilliDBs calendar system to track application and reporting deadlines. Understand Grant Requirements: Comprehending each grant's unique requirements is crucial for a successful application. Maintain Accurate Records: Keep detailed records of expenditures and project progress for reporting purposes. ChilliDB: Your Partner in Grant Management ChilliDB, as a CRM solution, plays an integral role in managing these complex processes. Here's how it can assist: Centralised Information: Store all grant-related data, from application details to reporting deadlines, in one accessible location. Streamlined Reporting: Generate and manage detailed reports easily, aligning with grantors' requirements. Excel Spreadsheet Integration: Looking for a program that can import all your spreadsheet information? ChilliDB can do that also, making it easy to get organised quickly! Custom Fields, Form Building: A powerful feature within ChilliDB is the ability to easily create your own forms and add fields into those forms without the need for application development. More Information on ChilliDB for Not for Profits:A CRM for Australian Not for Profits (chillidb.com) Conclusion The year 2024 offers exciting grant opportunities for Australian not-for-profits. By leveraging the capabilities of ChilliDB, organisations can navigate the grant application process more efficiently, stay on top of reporting obligations, and ultimately, focus more on their core mission References: Our Community. (n.d.). Winning Grants Funding in Australia - The Step by Step Guide. Retrieved from https://www.ourcommunity.com.au/marketplace/marketplace_article.jsp?articleId=1186 Philanthropy Australia. (n.d.). How to seek funding. Retrieved from https://www.philanthropy.org.au/seeking-funding/how-to-seek-funding/ The Grants Hub. (n.d.). How to Write a Grant Application: Our Top 10 Tips for Success. Retrieved from https://www.thegrantshub.com.au/blog/articles/top-10-tips-for-successful-grant-writing The Grants Hub. (n.d.). Tips To Successful Government Grant Applications. Retrieved from https://www.thegrantshub.com.au/blog/articles/tips-amp-tricks-to-successful-government-grant-applications

The ChilliDB Gmail Add-on is a powerful tool designed to enhance email management within Gmail. It allows users to categorise, store, and transform emails into Notes in ChilliDB, linking them to relevant contacts. This integration fosters a more organised and efficient approach to customer relationship data management. This Add-on had the ability to automatically recognise contacts and organisations. This intuitive feature streamlines the process of managing communications, as it effortlessly identifies the sender and associates them with the relevant contact or organisation within ChilliDB. This simplifies the task of saving emails, allowing users to effortlessly archive important communications. This seamless integration not only saves time but also makes it easier for users to access and manage their email communications within the ChiliDB. 1. How to Get Started · Install the ChilliDB Add-on in your Gmail account. · Once installed, the Chilli icon will appear in the right corner of your Gmail screen. 2. Configuring the ChilliDB Gmail Add-on Open your Gmail and click on the ChilliDB icon. Click "Login" to access the Configuration screen. Fill out the fields: ChilliDB URL: Enter the URL you use to access ChilliDB in your browser. System: Select the ChilliDB instance (Production or Training) you wish to connect to. ChilliDB Username: Your ChilliDB login username. ChilliDB Password: Your ChilliDB login password. Note: Email storage is available only if you have 'Add/Modify Note' rights and either 'CONTACT VIEW' or 'ORGANISATION VIEW'. 3. Store Emails into ChilliDB: After connectng with Add-on, users can store emails to system by follow these simple steps: Open the email in Gmail and click the ChilliDB icon. Click 'Store Email' to save the email as a note in ChilliDB. A confirmation message "Your email was successfully saved to ChilliDB" will appear. Users can further enhance their experience by viewing the stored note directly in the system. Simply click on the 'View Note' button for instant access. 4. Including Attachments and Embedded Images: In addition to saving emails, you have the option to store file attachments and embedded images directly in ChilliDB. If you wish to include these in your notes, simply check the appropriate boxes provided. Check 'Save Attachments' to store file attachments with the email. Check 'Include Embedded Images' to retain images in the stored note. By following these steps, users can not only archive important emails but also ensure that associated file attachments and embedded images are securely stored in the ChilliDB system. 5. Find Organisations and Contacts Effortlessly users locate organisations and contacts by using the Gmail Add-on's intuitive features. Use 'Find/Create' to match email senders or recipients with ChilliDB entries. Enter the name in the search query to find and match with ChilliDB contacts or organisations. The search query allows you to quickly identify and match the sender's name with the relevant contact or organisation entries in ChilliDB, streamlining the process of connecting with the right entities. 6. Create Contacts and Organisations Click 'Create' to add a new contact or organisation if not found in ChilliDB. Provide necessary details and click 'Save' to add them to ChilliDB. Note: Creation rights depend on having 'Add/Modify Contact' and 'Add/Modify Organisation' permissions. 7. Selecting Preferences ·         Click the three dots on the add-on and select "Settings". ·         Set default note type, category, and sub-category. By following these steps, users can effectively utilise the ChilliDB Gmail Add-on to streamline email management and enhance their customer relationship management capabilities.

As we look towards 2024, effective planning and client management are more important than ever for organisations. ChilliDB, with its new dashboard and array of features, stands out as a comprehensive solution. This post will delve into how ChilliDB's latest offerings can be pivotal in planning your activities and client management strategies for 2024. Leveraging CRM Data for Strategic Planning: Data-Driven Decision Making: Utilise ChilliDB's robust data analytics to inform your strategic decisions, understanding client trends and preferences. Targeted Client Interactions: Learn to use CRM data to customise your communications and services, enhancing client satisfaction and loyalty. Enhancing Client Engagement: Personalised Communication: Discover how ChilliDB can facilitate personalised interactions with clients, fostering stronger relationships. Feedback and Responsiveness: Implement strategies to collect and act on client feedback, using CRM tools to adapt your services and improve client experiences. ChilliDB's Powerful New Dashboard: Seamless Data Management: The new dashboard offers a modern interface with intuitive visualisations and revamped panels, making data-driven decision-making faster and more efficient. Customised Visualisations: Tailor your dashboard to show the data that matters most to your organisation, from client interactions to financial metrics. User-Friendly Design: With its intuitive layout and responsive design, the dashboard caters to all proficiency levels, ensuring ease of use and enhanced productivity. Q-Code App for Event Management: Efficient Check-In Process: Streamline attendee check-ins at events, reducing queues and enhancing the overall experience. Accurate Data Collection: Utilise Q-codes for precise attendance tracking and gather valuable data on participant engagement. Eco-Friendly Solution: Minimise the need for physical tickets, aligning with sustainable practices. Quoting and Invoicing Module: Streamlined Financial Processes: Create, send, and manage quotes and invoices directly within ChilliDB, simplifying your financial workflow. Time-Saving Automation: Automated templates integrated with client data reduce the time spent on financial documentation. Enhanced Tracking and Reporting: Easily monitor outstanding invoices and financial performance, aiding in better decision-making. Streamlining Operations with ChilliDB: Efficient Workflow Management: Explore how ChilliDB can help organise and streamline your operational workflows, increasing efficiency and reducing errors. Integration with Essential Tools: Understand the benefits of integrating ChilliDB with other software such as Gmail, xero, MYOB and more to create a cohesive operational ecosystem. As we approach 2024, the strategic use of CRM systems like ChilliDB is crucial for planning and achieving organisational goals. By harnessing the power of CRM data, enhancing client engagement, streamlining operations, and staying adaptable to market changes, your organisation can set a strong course for the year ahead. Embrace these strategies to ensure a successful and prosperous 2024.

Ready to enhance your skills with ChilliDB? Here are 12 insightful blog posts to set you up for success, perfect for some productive reading over the Christmas break. Harnessing Data to Amplify Impact: Are Your Nonprofit Programs Effective? Learn how to leverage data to assess and amplify the impact of your nonprofit programs. This post guides you through effective data utilization strategies, ensuring your efforts are making the desired impact. Getting ChilliDB Organised Using Notification Rules to Schedule Emails for Memberships and Events Master the art of automated communication with ChilliDB. Learn how to set up notification rules to schedule emails for memberships and events, enhancing engagement and efficiency. 10 Features to Help You Save Time Navigating the World of Grants: Not-for-Profit, Community, and Health Organisations Data Loader Tips Online Fundraising Tips for Nonprofits 5 Helpful ChilliDB Tips to Boost Productivity How to Improve Customer Relationship with a Client Management System Discover strategies to enhance customer relationships using ChilliDB’s client management system. This post guides you through techniques to foster stronger connections with your clients. Creating and Using Message Templates Quick Links User Guide 4 Simple Ways of Effective Fundraising for Nonprofits

Modernising ChilliDB Event management The landscape of event management is continually evolving, and the Q-Code App marks our latest stride in this journey. QR codes have taken event management to the next level, offering convenience and efficiency in tracking attendees, making check-ins a breeze, and even collecting valuable data. This app is set to make our event management module even smarter and easier to keep all data in one place with ChiliDB. Improving Event Registration and the Check-In Experience: Efficient Check-In Process: Rapid Check-Ins: : A swift QR code scan with a mobile device translates to a faster check-in process, reducing long lines and wait times. Smooth Start to Events: With quicker check-ins, events can start on time and with minimal disruption, enhancing the initial experience for attendees. Accurate Data Collection: Reliable Attendance Tracking: Utilising Q-codes for check-ins ensures precise recording of attendance figures. Engagement Insights: The app aids in gathering detailed data on participant interaction, crucial for post-event analysis and planning future events. Enhanced Participant Experience: Streamlined Entry: A simple and efficient check-in process leaves a positive first impression and boosts overall attendee satisfaction. Increased Likelihood of Repeat Attendance: A pleasant check-in experience can encourage attendees to return for future events. Eco-Friendly Approach: Reduced Paperwork: The digital nature of the Q-Code app lessens the need for printed tickets or physical lists. Sustainable Practices: By decreasing paper usage, the app supports more sustainable event management. Better Security QR codes can be used to prevent unauthorised access to certain areas and also verify the age of participants for specific events or activities. Current State of Development Sneakpeak Please note this is in VERY early stages of development - Huge design changes are coming Currently available is the option to have all of your events from ChilliDB synced to the app, including details such as images, locations, and descriptions of each event, ensuring that users have all the necessary information at their fingertips. Additionally, the app displays session times and provides the functionality for attendees to register for events directly through the platform. A key feature currently available is the ability to check in upon arrival at the event. This check-in function is crucial for marking the attendance of event attendees, streamlining the process and ensuring accurate record-keeping. This integration not only enhances the user experience but also significantly improves the efficiency of managing event attendance. Future Features and Enhancements: AI Integration for Advanced Analytics: We are planning to integrate Artificial Intelligence (AI) to offer more sophisticated analytics and automate certain processes, enhancing the efficiency of event management. Design Changes to modernise - Currently in the development stage The Q-Code App is poised to redefine ChilliDB event management. Designed to simplify the organisation of events, enhance accuracy, and provide a more enjoyable experience for both organisers and attendees. Stay tuned for further updates by subscribing to ChilliDBs Newsletter