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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

jwilson983

Dec 2, 20211 min read

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...

15 views0 comments

Data Destruction Process After Cancellation of ChilliDB Subscription

jwilson983

Dec 1, 20211 min read

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...

21 views0 comments

Disable Autocomplete in Your Web Browser

jwilson983

Dec 1, 20212 min read

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...

20 views0 comments

nmonds

Nov 5, 20212 min read

Customising Reference Data

Customising reference data is an important step when setting up ChilliDB as it controls what values appear in the 'Categorisation' field,...

102 views0 comments

Adjusting idle timeout and the length of time ChilliDB holds your login open

nmonds

Nov 5, 20211 min read

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...

18 views0 comments

nmonds

Nov 5, 20212 min read

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:...

24 views0 comments

nmonds

Nov 5, 20211 min read

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...

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Managing and monitoring ChilliDB License Usage

nmonds

Nov 5, 20214 min read

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...

28 views0 comments

nmonds

Nov 5, 20212 min read

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...

30 views0 comments

nmonds

Nov 5, 20212 min read

Detect and merge duplicate records

To help ensure data integrity, ChilliDB has features that prevent, identify, and eliminate duplicate records. Preventing Duplicates...

84 views0 comments

nmonds

Nov 5, 20217 min read

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...

206 views0 comments

nmonds

Nov 5, 20211 min read

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...

42 views0 comments

nmonds

Nov 5, 20211 min read

Address Validation

Address validation is available to Hosted clients through System -> Data Management -> Address Validation menu. Note, the user should...

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How does the Data Loader handle Multi-Select Lookup Custom Fields?

nmonds

Nov 5, 20211 min read

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...

23 views0 comments

How do I know what version of ChilliDB I am running?

nmonds

Nov 5, 20211 min read

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...

7 views0 comments

nmonds

Nov 5, 20213 min read

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...

35 views0 comments

nmonds

Nov 5, 20213 min read

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...

75 views0 comments

nmonds

Nov 5, 20211 min read

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...

32 views0 comments

nmonds

Nov 5, 20212 min read

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...

107 views0 comments

nmonds

Nov 5, 20219 min read

Detailed Guide to Sensitivity

The Sensitivity feature allows the user to restrict access to certain information within the ChilliDB system based on Types (Categories)...

23 views0 comments

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