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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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Force Outlook 2013 to Enable the ChilliDB Outlook Plug-in When There Are Connection Speed Issues
Introduction Microsoft added a new feature in Outlook 2013 to help you manage add-ins that cause performance or crashing problems. When...
jwilson983
Dec 2, 20211 min read
15 views
0 comments
Data Destruction Process After Cancellation of ChilliDB Subscription
If your organisation cancels your ChilliDB subscription, your system will be disabled at the end of your final billing period. Your...
jwilson983
Dec 1, 20211 min read
22 views
0 comments
Disable Autocomplete in Your Web Browser
Web Browsers have a feature called Autocomplete, where it will try and remember data you type into fields and automatically fill similar...
jwilson983
Dec 1, 20212 min read
20 views
0 comments
Customising Reference Data
Customising reference data is an important step when setting up ChilliDB as it controls what values appear in the 'Categorisation' field,...
nmonds
Nov 5, 20212 min read
112 views
0 comments
Adjusting idle timeout and the length of time ChilliDB holds your login open
ChilliDB holds login sessions open for 240 minutes, 4 hours, by default. This is to ensure that if you are called away from your desk or...
nmonds
Nov 5, 20211 min read
18 views
0 comments
Adding and reducing licenses
To adjust the amount of users who can access your system, you must add or reduce your ChilliDB licenses. There are two types of licenses:...
nmonds
Nov 5, 20212 min read
26 views
0 comments
How to backup and restore your data
Backups of your system are automatically created nightly, and stored on ChilliDB's secure servers. If you would like to request a new...
nmonds
Nov 5, 20211 min read
15 views
0 comments
Managing and monitoring ChilliDB License Usage
The aim of this guide is to help you understand ChilliDB licensing, viewing your licensing entitlements, managing your usage and best...
nmonds
Nov 5, 20214 min read
39 views
0 comments
Re-Categorising Data
From time to time it is necessary to re-categorise data in your database. While ChilliDB makes this easy to do, it can create issues for...
nmonds
Nov 5, 20212 min read
31 views
0 comments
Detect and merge duplicate records
To help ensure data integrity, ChilliDB has features that prevent, identify, and eliminate duplicate records. Preventing Duplicates...
nmonds
Nov 5, 20212 min read
94 views
0 comments
Data Loader Guide
The purpose of this utility is to allow ChilliDB users to import multiple records retrieved from a list of values stored in an external...
nmonds
Nov 5, 20217 min read
225 views
0 comments
Data Loader Tips
Some tips / Notes concerning the files used for data import: When uploading excel files you don’t need to use special column delimiters...
nmonds
Nov 5, 20211 min read
44 views
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Address Validation
Address validation is available to Hosted clients through System -> Data Management -> Address Validation menu. Note, the user should...
nmonds
Nov 5, 20211 min read
21 views
0 comments
How does the Data Loader handle Multi-Select Lookup Custom Fields?
The Data Loader can handle Multi-Select Lookup Custom Fields by processing them as a list of values separated by Comma - e.g. CSV. Your...
nmonds
Nov 5, 20211 min read
23 views
0 comments
How do I know what version of ChilliDB I am running?
The version of ChilliDB that your system is running can be found at the footer of each and every screen in ChilliDB if you are using...
nmonds
Nov 5, 20211 min read
7 views
0 comments
Password Management
ChilliDB has a number of password management features which adhere to industry standards which make it a safe and secure system to hold...
nmonds
Nov 5, 20213 min read
38 views
0 comments
Roles, Tickets, and Users
Setting up users in ChilliDB so they are able to be allocated roles and permissions (tickets) associated with those roles is a 3 step...
nmonds
Nov 5, 20213 min read
78 views
0 comments
Altering the Home Screen Layout
The ChilliDB home screen can be configured with several "panels" which can perform basic functions related to the rest of the system and...
nmonds
Nov 5, 20211 min read
33 views
0 comments
How to Add and Configure Custom Fields
Users with the appropriate permissions are able to add fields to certain modules in ChilliDB to ensure they are able to gather the...
nmonds
Nov 5, 20212 min read
115 views
0 comments
Detailed Guide to Sensitivity
The Sensitivity feature allows the user to restrict access to certain information within the ChilliDB system based on Types (Categories)...
nmonds
Nov 5, 20219 min read
23 views
0 comments
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