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Can manage all your information.

Track all services and interactions.

Designed for the Australian Not for Profit, Community and Health sectors.

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Creating and Maintaining Distribution Lists

jwilson983

Jan 13
4 min

Creating and Maintaining Distribution Lists

ChilliDB users are able to utilise the Distribution Lists module to manage their communications with contacts/organisations with regards...

30 views0 comments

jwilson983

Dec 1, 2021
1 min

Image Size Guide for Contacts Photo

While creating or editing a Contact, you can choose to upload image against their contact card. The sizes supported by ChilliDB are: 1....

2 views0 comments

nmonds

Nov 5, 2021
1 min

Grid Actions Menu

Every grid has a list of actions that can be performed by mousing over the arrow button located at the top right of the grid and...

11 views0 comments

Bulk Updating Role Access to Contacts and Notes

nmonds

Nov 5, 2021
1 min

Bulk Updating Role Access to Contacts and Notes

The role access is controlled by the sensitivity settings, which are bulk updated by going to the "Contact Categorisation" and "Note...

9 views0 comments

nmonds

Nov 5, 2021
4 min

Setting up Contact and Note Sensitivity

1 Introduction Via an example set of business requirements, this whitepaper provides guidance on how to use the ChilliDB Sensitivity...

17 views0 comments

Creating Contacts Without an Organisation

nmonds

Nov 4, 2021
1 min

Creating Contacts Without an Organisation

In ChilliDB each contact that is added must be associated with at least one organisation. As a result, it is not possible to have...

23 views0 comments

nmonds

Nov 4, 2021
1 min

Contact Roles

Contact Roles allow you to specify information about a Contact at and Organisation at a point in time. The information held in there may...

10 views0 comments

Information displayed in tooltips for Staff Tracking and Last

nmonds

Nov 4, 2021
2 min

Information displayed in tooltips for Staff Tracking and Last

Accessed links Tooltips accessed via the last accessed and staff tracking panel provide a quick way to view key information and create...

5 views0 comments

nmonds

Nov 4, 2021
1 min

How to Export your Contacts

Contacts can be exported from any contact listing such as search results or the Organisation page Contacts tab. To perform an action you...

8 views0 comments

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