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Oct 26, 2018

Introduction & Getting Started

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Edited: Feb 27

The following videos will assist with using ChilliDB and setting up your system for use. For more information, please read the articles here

Getting Started with ChilliDB

Logging in for the first time and basic familiarity with ChilliDB

 

 

Creating Users and Roles

Identify the types of users in your organisation, and then create user toles to define what they can and cannot do

 

 

User Preferences

Configure ChilliDB to match your style and meet your needs

 

 

Categorisation

Categorisation is the most important step to get right. It will define how you work and how information will be reported

 

 

Custom Fields

ChilliDB's best feature, allows you to build your own forms and capture information specific to your Organisation needs

 

New Posts
  • Watch these videos to see examples of what ChilliDB is capable of Contacts Add and manage contacts and track and record interactions with individuals Organisations Add and manage organisations and track interactions and contacts within the organisations Notes Add and manage all interactions that you have with contacts, organisations and clients Communications Use ChilliDB messaging to communicate, with all communications recorded for you.  Use Merge Tokens to personalise messages, Alerts to implement workflow, and Templates to style your messages Timesaving Tips Tips and tricks to save you time Colour Flagging Using colour flags to highlight and find clients easily Staff tracking How to track internal staff movements, like a In / Out board.  also useful for Fire and Emergency evacuations Staff Timesheets Easy logging of timesheets, leave applications and approval process. Your Dashboard Customise your dashboard to have the information most important always available Geocode mapping Map you client locations using geocoding Visualisation Fast visualisation of your data in graph form ChilliDB Data to Intelligence Reporting A step by step approach to reporting with ChilliDB with plenty of example reports for clients to take away.