Help Centre

Custom Fields can be used to create industry specific fields to ensure you collect the right data. 1. Go to the top menu and under “System” select “Custom Fields” and then “Create and Maintain”. 2. Select the relevant Module (e.g. Member or Contact). You can also create your own module for e.g. boats and add custom fields to it. 3. Click “Add New Section” on the right-hand side and give the new section a name e.g. Boat Details. 4. Click on the new “Section” and click “Add New Field” button on the right-hand side. 5. Give the field a name (e.g. boat width) and select the field type (e.g. Whole Number). Scroll down and click “Save”. 6. To add a PDF or Photo add another field and change the field type to “File”. 8. Scroll to the bottom and you can see the new section and fields have been added to the module.

The progress bar is a new field type that can be added when creating custom fields for a module created using Module Builder. It can be used to give a visual representation of progress when tracking through several stages. To Create a Progress Bar: Firstly, create a new module by going to the main menu under “System” and select “Custom Fields” and then select “Module Builder”. Create a new module by clicking the “Create” button on the right-hand side. Enter the name for your new module (e.g. Event Tracker). Then enter the primary field name such as the Description and click “Save” at the bottom. Then on the top menu select “System” and then “Custom Fields” and click “Create and Maintain”. Select the Module you created from the drop down list and select the section you wish to add the field to. Select “Add New Field” on the right-hand side and in the field type select “Progress Bar”. You can choose from two progress bar styles. To change the style, use the “Progress Bar Style” dropdown list. Then add the stages for by clicking “Create” under “Lookup Values” and add them in the text boxes that appear. To ensure you can edit the stages and record the progress, tick the “Allow changes to stage” checkbox field. Then click “Save”. Changes to status can also be done automatically as part of automated workflow processes. For more details on workflow options, log a request in the ChilliDB helpdesk. View the new Progress Bars Go to the “More” menu and select the module you first created. Then click “Create”. Enter in the description and in the “Progress Bar” dropdown, select the stage you are up to. Click “Save”. After saving you will see the progress bars displayed. The progress bar provides a visual representation of what stage has been reached. Create a Hierarchy When several stages need to be tracked, you can create a hierarchy by adding another progress bar field and pairing it to the original. This will allow you to track each stage in more detail. To create the second level of the hierarchy, create another field for the second progress bar and repeat the steps from before. Then, select the parent field and ensure you have selected the first progress bar. Then add the required detailed stages for each parent field value. Click “Save” when completed. Access the module you created and select the description through the “Search” button. You will now see both progress bars displayed.

Flags in ChilliDB ChilliDB has the ability to use a system of Flags on Contacts and Organisations. This can be a quick, visual guide that can be used to indicate certain points or that something needs to be done when a record is viewed by the User. These Flags can be used to represent anything depending on a business’ internal rules. To help with this, Flags can be created in a variety of different colours and with specific text that can be displayed within the Flag . For example, a red flag could be used to indicate that the Contact needs reviewing or to be updated and a green flag could be used to show that the review of Contact has been completed. Accessing Flags To access and apply a Flag on either a Contact or Organisation , we simply need to go to the Actions menu in the top right corner of the screen and navigate to Flag where we can select the type of Flag we are going to use. Once selected, a coloured strip will be displayed across the top of the Contact/Organisation with the text also visible within the strip. Customising Flags To customise our Flags , we need to first go to System > Reference Data > Create and Maintain. From here, we need to select Flag from the dropdown menu and click on Display . Here, we can either right click where it says Flag in the top left corner of the box and select Add New Item to create a new Flag or alternatively, we can right click on one of the existing Flag s and select Maintain Item to edit it. Once we have clicked on either Add or Maintain Item , we can edit the new Flag on the right hand side of the screen. The Description field is where we can enter the text that will be displayed. Description Help Text can be used for further explanation on the Flag and its intended use, Expired gives us the option to remove the Flag from the system but still keep available for future use if needed and finally, we can select the Colour that will be used by the Flag . Click Save once it is ready. Now, if we go back to a Contact/Organisation and access the Flags from the Actions menu, we can see the newly created Flag is available for use. Once selected, the new Flag will be displayed across the top of the Contact/Organisation screen.