In today's fast-paced and result-oriented environment, efficiency is key. ChilliDb, a powerful Client Management System, offers a range of features designed to streamline your workflow and boost productivity. Let's explore five essential ChilliDb tips you can use to get the most out of this platform.
1. Simplify Your ChilliDB Search with Email
Forget about remembering exact names or organisations. With ChilliDB, all you need is an email address to quickly pull up the associated contact details. Simply enter the email in the search bar and hit search, and voila! The required contact information is at your fingertips. This feature not only simplifies your workflow but also significantly increases efficiency, saving you valuable time that can be used on other tasks.
2. Maximise Your View with F11 in ChilliDB
Did you know ChilliDb offers a full-screen mode for email drafting? By simply pressing F11, your email expands to fill the entire screen. This feature gives you a more comprehensive view, especially useful for lengthy emails and intricate HTML designs. It allows you to focus on your content without any distractions, ensuring that your emails are crafted to perfection.
3. Boost Your Email Designs with HTML
ChilliDb allows you to take your email designs to the next level with HTML. You can copy your favourite email template code by pressing F12 on the template webpage, copying the body code and simply paste it into ChilliDb's HTML section. This easy trick works with any HTML code, transforming your communications with a touch of professional design. It's a simple yet effective way to enhance the visual appeal of your emails and engage your audience.
4. Perfect Your Web Forms with ChilliDB
ChilliDB gives you the power to preview your design effortlessly. Simply copy the direct URL of your web form and paste it into your browser's search bar. This allows you to view and fine-tune your form before it's published, ensuring a seamless user experience for your website visitors. It's a great way to ensure that your forms are user-friendly and effective, leading to higher conversion rates.
5. Customise Your Fields
Design your own Client Management System by creating custom fields tailored to your unique needs. With ChilliDb, you can access the Custom Field, choose a module (e.g., "Contact", "Organisation"), and then create a section. This feature allows you to customise your ChilliDb to perfectly fit your business needs, making it a truly personalised tool.
For Detailed How to set up customised fields click here
Using ChilliDb means getting access to a range of options to streamline your operations and increase productivity. We hope the above-mentioned ChilliDb tips will help you get the most out of your ChilliDb experience.