Note Templates

Note Locking is where Notes created in ChilliDB can be locked from modification after a period of time and it has been done to protect the content of Notes from changes. ChilliDB holds a configuration setting to capture the number of days after which a Note should be locked. A Note will be locked based on the calculation of Note Creation Date + [The Configured Number of Days]. Locked Notes can only be edited once they are locked by users who have the Security Ticket NOTE MANAGER in their User Role. By default this setting is turned off in most systems. You can request to have this feature turned on in your system through lodging a request in ChilliDB HelpDesk. You just need to state how many days you would like the Notes to remain editable for, e.g. 1 day Was this article helpful?

The Notes Search by default will roll up information to the Note level. This means, that is a Note is created against more than one Organisation, the search results will show "..." under the "Note for Organisation" column. Likewise, if the Note was created against more than one Contact, then the "Note for Contact" column will also show "...". There is an option in Advanced search criteria on the Note search called "Search Result Behaviour" which has options of "Show one row per Note" and "Show one row per Contact/Organisation Association". Selecting the second option will return all Note - Contact - Organisation associations, so you will see all Notes and each Contact / Organisation it is linked to. Was this article helpful?