nmondsNov 5, 20211 minGrid Actions MenuEvery grid has a list of actions that can be performed by mousing over the arrow button located at the top right of the grid and...
nmondsNov 5, 20211 minCreating Grouped Filters in ChilliDB SearchTo create more complex filters that include grouped conditions, you can use the 'Make Filter Group' checkbox, which becomes available...
nmondsNov 5, 20216 minContract Management Module - Getting StartedContract Management Module – Getting Started Written below are a few simple steps and considerations that we can follow in order to start...
nmondsNov 5, 20212 minUsing FlagsFlags in ChilliDB ChilliDB has the ability to use a system of Flags for Contacts and Organisations. This can be a quick, visual guide...
nmondsNov 5, 20212 minCustomising Reference DataCustomising reference data is an important step when setting up ChilliDB as it controls what values appear in the 'Categorisation' field,...
nmondsNov 5, 20211 minAdjusting idle timeout and the length of time ChilliDB holds your login openChilliDB 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...
nmondsNov 5, 20212 minAdding and reducing licensesTo adjust the amount of users who can access your system, you must add or reduce your ChilliDB licenses. There are two types of licenses:...
nmondsNov 5, 20211 minHow to backup and restore your dataBackups of your system are automatically created nightly, and stored on ChilliDB's secure servers. If you would like to request a new...
nmondsNov 5, 20214 minManaging and monitoring ChilliDB License UsageThe aim of this guide is to help you understand ChilliDB licensing, viewing your licensing entitlements, managing your usage and best...
nmondsNov 5, 20212 minRe-Categorising DataFrom 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...
nmondsNov 5, 20212 minDetect and merge duplicate recordsTo help ensure data integrity, ChilliDB has features that prevent, identify, and eliminate duplicate records. Preventing Duplicates...
nmondsNov 5, 20217 minData Loader GuideThe purpose of this utility is to allow ChilliDB users to import multiple records retrieved from a list of values stored in an external...
nmondsNov 5, 20211 minData Loader TipsSome tips / Notes concerning the files used for data import: When uploading excel files you don’t need to use special column delimiters...
nmondsNov 5, 20211 minBulk Updating Role Access to Contacts and NotesThe role access is controlled by the sensitivity settings, which are bulk updated by going to the "Contact Categorisation" and "Note...
nmondsNov 5, 20211 minAddress ValidationAddress validation is available to Hosted clients through System -> Data Management -> Address Validation menu. Note, the user should...
nmondsNov 5, 20211 minHow 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...
nmondsNov 5, 20211 minHow 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...
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 5, 20213 minPassword ManagementChilliDB has a number of password management features which adhere to industry standards which make it a safe and secure system to hold...
nmondsNov 5, 20213 minRoles, Tickets, and UsersSetting up users in ChilliDB so they are able to be allocated roles and permissions (tickets) associated with those roles is a 3 step...