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Polymorphic Solutions

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ChilliDB is a Registered Trademark of Polymorphic Solutions © 2019

Oct 26, 2018

Modules and Features

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Edited: Oct 30, 2018

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.

 

 

 

New Posts
  • 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