jwilson983Jan 13, 20224 minCreating and Maintaining Distribution ListsChilliDB users are able to utilise the Distribution Lists module to manage their communications with contacts/organisations with regards...
jwilson983Dec 1, 20211 minImage Size Guide for Contacts PhotoWhile creating or editing a Contact, you can choose to upload image against their contact card. The sizes supported by ChilliDB are: 1....
nmondsNov 5, 20211 minGrid Actions MenuEvery 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...
nmondsNov 5, 20211 minBulk Updating Role Access to Contacts and NotesThe role access is controlled by the sensitivity settings, which are bulk updated by going to the "Contact Categorisation" and "Note...
nmondsNov 5, 20214 minSetting up Contact and Note Sensitivity1 Introduction Via an example set of business requirements, this whitepaper provides guidance on how to use the ChilliDB Sensitivity...
nmondsNov 4, 20211 minCreating Contacts Without an OrganisationIn ChilliDB each contact that is added must be associated with at least one organisation. As a result, it is not possible to have...
nmondsNov 4, 20211 minContact RolesContact Roles allow you to specify information about a Contact at and Organisation at a point in time. The information held in there may...
nmondsNov 4, 20212 minInformation displayed in tooltips for Staff Tracking and LastAccessed links Tooltips accessed via the last accessed and staff tracking panel provide a quick way to view key information and create...
nmondsNov 4, 20211 minHow to Export your ContactsContacts can be exported from any contact listing such as search results or the Organisation page Contacts tab. To perform an action you...
