jwilson983Dec 15, 20212 minCreating and Searching for NotesThe Notes module in ChilliDB allows a user to create and save a note against a contact or organisation’s name. As well as basic details,...
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 minWhat does the ... mean on the Note Search?The Note Search rolls up information to the Note level by default. This means that if a Note is created against more than one...