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...
nmondsNov 4, 20211 minNote LockingNote Locking is where Notes created in ChilliDB can be locked from modification after a period of time. This is done to protect the...
nmondsNov 4, 20211 minNote TemplatesTo speed up the note creation process, users with the note manager ticket can create note templates. When creating a note with the note...
