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 minContacts and Organisations User GuideThis post will provide a basic guide to creating and viewing contacts and organisations. Since creating and viewing contacts and...
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, 20211 minOrganisation ABN ValidationThe ABN field on the organisation page is now validated against the Australian Business Register. This means the ABN field will now...
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...