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nmonds
Dec 15, 2021
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nmonds
Dec 15, 2021
In Releases
ChilliDB 3.3.16.2 - 17/11/21 General improvements and bug fixes New Features: Client Administration - The consent feature has been updated to support multiple consents, consent scripts to read to the client and ability to record withdrawal of consent. Events - Added ability when registering Organisations to indicate how many registrations are required. Corrected issues: Event - Fixed issue where "No of places" field was hidden while registering multiple places for an Organisation. Membership - Fixed issue where Contact Representative were not being populated from selected organisation while trying to add an Organisation as a Member.
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nmonds
Dec 15, 2021
In Releases
Outlook Plugin 2.6.2 New Features: Corrected issues: Fix issue to support communication to ChilliDB hosted in a server that do not support TLS 1.0 and 1.1
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nmonds
Dec 15, 2021
In Releases
ChilliDB 3.3.16.028/06/21 Features, performance improvements and bug fixes New Features: General - Default values for custom fields can now be created from script. - Business hours start and end for all calendars can now be defined in the system settings. SMS - Unsubscribe feature (stop) on mobile phones using a reply SMS is now available Events - Links to event module in custom field manager now includes filter to show open events (not expired or closed) - Notes can now be created against events. The notes are also visible in a contact/organisation page if they are referenced. Module Builder - Now allows links to event type to show module in event page. - Grids columns can now be configured using the cog icon. - Improved printing options for module builder calendar option. - Added drop down lists for created by and modified by in advance search page. Surveys - Invitation to surveys can be set to expire after a number of days. Document Register - The Lead Staff member can now be changed for multiple documents using the search page. Corrected issues: - Progress bar label removed from display page as not required. - Data Loader now processes currency field correctly. - Fixed issue where Contact Full Name system setting not always showing correct format. - Corrected issue where sometimes tabs were not removed when a module builder module customs fields was expired. - Corrected issue where deleting items in surveys repeated section could sometimes cause an error. - A number of common database procedures were reviewed as part of performance optimisation process. - Corrected issue where recipients of advanced search filters that were scheduled were not all receiving the results. - Corrected issue where module builder modules created with the same name as the first custom field generated an error.
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nmonds
Dec 15, 2021
In Releases
Outlook Plugin 2.6.1 - 30/04/21 Support for 64 bit Outlook 365 New Features: Corrected issues: Fix issue where Store Email is showing blank page in 64bit Outlook 365
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nmonds
Dec 15, 2021
In Releases
ChilliDB 3.3.15.5 - 13/04/21 -Hosted only Minor fixes and changes New Features: Module builder - Added create link on advance search pages for modules - To support more stages progress bar field can now be linked to a parent progress bar. - To enabling grouping of fields you can group your fields into one of four panels, top left, top right, bottom left and bottom right. Survey - Added option to enable hiding of Add/Delete buttons for repeated sections - Surveys can now include the contacts relationships Timesheet module - General improvements to navigation Custom fields - The system setting CUSTOM_FIELDS_SHOW_FIELD_LABEL_WITH_NO_VALUE_ON_DISPLAY_PAGES can now be used to show custom field labels even when no value has been entered. - A link custom field can be now be created in a contact to link to fields in their primary organisation. In addition the link fields can be used in advance searches. - Calculated custom fields using dates will show the length as a string when the custom field is a text type and the number of days as an integer when the field is number type. Document register - You can now create quick links to the document/policy and also create links to any files uploaded to the policy. Corrected issues: General fixes to menus Advance Searches - Fixed issue where deleting a display column that was used in the sort tab would generate an error. - Fixed issue when clicking on a column header in the results did not change the order. Survey module - Fixed issue when read-only question sometimes had its content cut-off. - Fixed issue when the section is in a tabular format, the question arrangement doesn't matched the actual arrangement of questions. - Resolved issue when section is in a tabular format, questions marked as not visible were also shown on the table. - Fixed issue when setting a field to default to Contact Sub Category was returning validation error, - Fixed general issues around merging of data when using repeating sections. Event module - Fixed issue where the Is Member field did not always reflect the true value of the attendee Is Member field when adding the attendee from the Event Bulk Registration page. - Corrected issue where you could not email certificates to a contact that had moved organisations since they attended the event. Contract module - Fixed issue when the contracts responsible and accounting officers contained multiple entries. Sending Messages - Corrected issue found when clicking on a draft message Data loader - Correct issue where the Preferred Mailing Address was being changed to Business Mail Address when no address was supplied for a contact.
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nmonds
Dec 15, 2021
In Releases
ChilliDB 3.3.15.4 - 11/01/21 - ChilliDB_3.3.15.0.14.zip Enhancements and bug fixes New Features: General - The Advance Search feature for each module now includes a create button. - The FULL_ADDRESS_LOOKUP_MAKE_SUBURB_UPPERCASE system setting was added to allow users to choose if they want the Suburb uppercase when addresses are looked up. Sensitivity - Organisations can now be marked as sensitive at the organisation level or for types of organisations. In addition the Organisation Advanced Search Show Sensitive Records system setting can be used to completely hide the sensitive organisations from search results. - Sensitive Contacts can also be completely hidden the from search results by using the Contact Advanced Search Show Sensitive Records system setting. Events - Expire and Un-Expire ability for events has been added. Expired events will be excluded from the list of events and registration processes. Data Mining - The expire details has been added to the views. Timesheet - When creating a new timesheet period you can now specify the required period rather than be given the the next one following the last one entered. - You can now navigate periods using forward and previous icons when viewing the timesheet page. SMS Functionality - You can now select which roles are allowed to send SMS in the SMS configuration page. Contract Management - Expired details now added to Contract View Data Loader - Field name for data migration has been increased from 60 characters to 120 characters. Module Builder - A new custom field type called progress bar has been added which shows a graphic version of a set of status values. Up to 6 statuses are allowed. The status value can be changed manually or during automation in scripts. Two predefined options for the style of the progress bar has been provided. Survey - A new setting has been added to hide the Add/Delete option for repeating section. Membership - End date added to Membership member view. Timesheet - A navigation button has been provided when creating timesheet from Search screen. - A navigation arrow has been created to select the timesheet from Timesheet Report menu. Corrected issues: Advance Searches - Corrected issued where the order was not always changed when a column in the grid was selected. - Fixed issue where sometimes the existing conditions were changed from OR to AND. Module Builder -The issue has been corrected where module builder's create screen was just refreshing the whole page if cancel button is selected, instead of returning to module builder screen. Event Attendee Listing - The issue has been fixed where Event's session tab was presenting double entries for attendees. - Fixed the issue where booking date default time was not showing correctly. Survey - Corrected issue where auto merge did not work when survey performed from other modules such as contacts. - Corrected the issue when read only questions text value was being truncated. - Corrected issue regarding tabular format alignment and showing non-visible questions. - Corrected the validation error where setting a field to default to Contact Sub Category. SMS - Fixed the issue where selection box for SMS role maintenance was not aligned with description. Timesheet - Corrected issue when valuation error "lunch Break must be smaller than working hours" was being shown incorrectly. General - A number of alignment issues were fixed on small screens - Azure SSO feature now only updates user details if they are different from Azure's and changes are logged as super user rather than the user.
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nmonds
Dec 15, 2021
In Releases
Outlook Plugin 2.6.0 - 02/01/21 Minor bug update New Features: Longer user names now supported @ symbol now supported in user names
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nmonds
Dec 15, 2021
In Releases
ChilliDB 3.3.15.3 - 29/10/20 Minor bug fixes and enhancements New Features: Generic Module builder -Now supports Post Save procedures -Expired records now excluded and reporting views now included is expired field General -Two different size logos are now supported for the login page and dashboard page -Advance search now shows custom fields that support multiselect values as a comma separated list. Notes -Rule for choosing if Note status is automatically changed to Open when follow up dates set can now be done using NOTE_AUTOMATICALLY_CHANGE_STATUS_WHEN_FOLLOW_UP_FIELD_IS_UPDATED system setting. Corrected issues: General -Corrected issue where yes/no fields and time fields were not showing the content fully Events -Fixed issue where survey results were not showing for events that had one session. Data Loader -Fixed issue where similar category values were not loading correctly -Fixed issue where in some situations the screen became blank when a module was selected Help Pages -Fixed issue where help pages were not formatted correctly. Reporting -Fixed issue where checkboxes were not aligned correctly for parameters -Corrected view button to not move when report layout is wide Alerts -Fixed issue where alerts were not dismissing when a popup style was used Visualisations -Corrected issue where visualisations were using datasets they were not marked as available -Series labels are now rounded to whole numbers -Change chart header to support wrapping -Fixed issue stopping new pages being shown when more than one page of visualisations occurred Survey -Corrected issue stopping auto merging occuring in some situations
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nmonds
Dec 15, 2021
In Releases
ChilliDB 3.3.15.1 - 23/09/20 Feature release New Features: Client Administration -My clients panel updated to show clients allocated to this user when that feature is enabled -You can now choose which address types are available for each type of client in the client configuration page Notes -Extra note statuses can be added in the reference manager Survey -Formulas supported for date types -Various improvements to text questions Case Management -Cases can be accepted from the alert to save time -Case reference number expanded to 50 characters Membership -You can now email a selection of members from the search page Events -Ability to set default calendar view (day, week or month) Data Loader -Date time fields are now support -Custom modules now supported -Data containing links (keys) to other entities such as contacts can now be loaded. -Supports automapping where the column title in the excel file is the same as the field name in ChilliDB -Now supports user defined address types -Now supports generating unique values for identification number type custom fields when loading entities. Module Builder -Advance search now available -Fields in grids can now be chosen by user -Client Admin clients can now be linked to custom modules -Calendar interface now available for modules that are used for scheduling -Address type custom field now available for storing addresses which support auto lookup Security -Windows Azure AD authentication now available -An unexpire ticket is now available to control which roles can unexpire data -User names can now be 100 characters -New or existing users can now have their menus and page tabs settings copied from another user -New setting to disable export menu option -Ability to force a set of users to reset their passwords Advance Search feature -Support for searching identification type fields -Now available in Client Administration and User Modules -Setting now available to remove all clients search option for a role -Notification Service now supported allowing a search to be scheduled and the results emailed to contacts -Other improvements Grids -Now include custom field live data types such as contacts using the cog wheel setting -Exports now support current office formats of .xlsx and .docx type files and pdf formats. General -A third address line can now be enabled for large address requirements -Views now include keys for linked entities like contacts -You can now enable a preferred email and phone number setting for a contact -Additional options for managing how custom fields look and work -New reporting views and additions to existing report views -Bulk register to an event from a contact search now available -Some improvements to Contract management Corrected issues: Interface fixes Survey Module -Preview of files in Survey response now works correctly -various other fixes Alert panel -Export/print now working correctly Various other fixes
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nmonds
Dec 15, 2021
In Releases
ChilliDB Web Controls 2.3.40 - 03/06/20 Various enhancements New Features: Layouts - Each field can now be placed in one or two columns. Member fields - Custom fields for the member module are now available in the Members web control File types - Custom field of file types can be used in web controls allowing file uploads. In this version only one file can be uploaded. Contract fields - Custom fields of Contract type are now available in the web controls Local fields can now be created in Web controls. For example if you want to prompt the user do you agree yes/no can now be done and doesn't need to be mapped to a field in ChilliDB. Corrected issues: Captcha now aligned correctly on all web controls
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nmonds
Dec 15, 2021
In Releases
ChilliDB 3.3.14.2 - 19/02/20 - Hosted only More support for Time custom fields and date calculations New Features: Core Calculated custom fields now support date calculations such as current date + 3 months Data Loader Time fields can now be imported Corrected issues: Core Custom time fields now correctly appear when added as a column in Advance Searches.
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nmonds
Dec 15, 2021
In Releases
ChilliDB 3.3.14.1 - 11/02/20 - Hosted only Increase text field sizes and other improvements and bug fixes New Features: Core Contact picture can now be expired and size changed from small to medium. To support larger text content, the maximum size of text type custom fields has been increased from 600 to 1600 characters. The gender drop down list can now be extended using the custom field manager for a contact. Note When choosing a note template, they are now grouped under the note template type when more than one template has been created for a type. Module Builder Modules created using the module builder can now be created directly in a contact/organisation page when they are linked to the module. Corrected issues: Data Loading When updating a contacts email address using the data loader, the existing value for "Available in distribution list" is maintained.
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nmonds
Dec 15, 2021
In Releases
ChilliDB 3.3.14 - 28/11/19 - Hosted only Bug fixes and features New Features: Core 'Manage' link removed from system management sub menu to simplify navigation Full address lookup now returns suburb in all caps In order to show large labels, the character limit for label fields has been increased to 2000 characters. To avoid them using too much space on the screen, only the first 350 characters of labels are shown until they are expanded using 'click for more' button. Enabled filtering of lookup field values based on the selection of separate lookup. When editing a lookup custom field, you can choose a parent field, and for each lookup value, you can choose what parent value must be selected for this lookup value to appear Contacts To enable faster contact creation, the following fields can now be set with default values: Department, Division, Preferred Name, Surname, Middle Name, First Name, Job title. Default values are set using custom fields editor Advanced search The required order of searches can now be specified, we have added a sort columns tab to the filter create screen. In this tab you can create a sort order based on any of the display columns in that filter Cases Reason for case closure field is now available in the 'rpt_case_management_case' database view to make it easier to report on this field Events Event advanced search now updated with new search interface and ability to create shared filters Attendees imported from the event session import function are now imported with a booking date that is the current date rather than no booking date Notes A Detail filter is now available when viewing the note grid for contact and organisation which enables the entire note text of each note to be viewed. This view includes note title, date, interaction method, type and the note details Membership Membership advanced search updated with new interface and ability to create shared filters Surveys We have added an expire option for questions on the question edit screen so questions can be hidden without unpublishing the survey Survey responses can now be printed. This is done by previewing a response from the survey responses tab, then clicking the printer button located at the top right of the survey preview Corrected issues: Core Job title field is now hidden from screens when it is expired Advanced search Fixed an issue that caused some fields to not be available in the advanced search Data Mining Renaming a data set no longer has an effect on data searches using that data set. Previously you would need to edit the data search and select the data set again Fixed an issue where entering the same display name for multiple columns would give an error message instead of a validation message Surveys Fixed order of question group questions in the analysis tab Fixed a bug where an error would occur if you tried viewing a question linked to a yes/no custom field Events Fixed an error causing 'Subscribe to group' option to sometimes not work on the event attendee list
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nmonds
Dec 15, 2021
In Releases
ChilliDB 3.3.12.2 - 03/09/19 - ChilliDB_3.3.12.2.zip Major release for onsite clients which includes new features, enhancements, and bug fixes New Features: Core To simplify data entry, system wide defaults can now be set for Contact, Organisation, and Note categorisations. This is done by viewing the field in the custom fields manager and setting a Type for the 'Default Value' field. Users can also set their own Type preference for contacts and organisations which will override the system defaults. Various usability improvements Quick search moved from right hand bar to top of page for ease of access. The search field now autocompletes to save time. Home, Alert, Send message and user menu text changed to icons. If you want to use the text you can change the 'Header Menu Style' system configuration setting. The message folder is now found under the send message menu. To easily create new data from any page in ChilliDB, a '+' button has been added to the menu next to the home button. This can be used to add contacts, organisations, or notes. To make expiring records easier, we have added the ability to expire Contacts and organisations from contact/organisation search results. This option is only available for users with the appropriate tickets. Printed grids now show a more detailed header instead of a generic one. Added Create link to all file attachment tabs. Previously files could only be uploaded via notes Appointments As the creator of an appointment is likely the organiser, the currently logged in user is automatically added as an attendee when creating an appointment to save time. This can be turned off via the 'Contact Add User When Creating Appointment' configuration setting. Case Management To give you more control and flexibility over the data displayed, Case tabs located on contact, organisation, client admin and note display pages can now be edited to change the fields being displayed. This is done by clicking on the cog icon located on the top right of the grid Where case management doesn't require steps and activities to be tracked you can now choose to not use a process definition for a case type. To do this, select 'no' to 'Does this case type have process definitions?' when managing the case process configuration. Case note types can now be restricted to only those relevant to that case type by choosing the required note types in the case process configuration page. By default only notes for a case are shown but this default can be changed to show all notes for a client when looking at the case by choosing the default in the case process configuration page. Clients of multiple client administration types can now be added to a single case type. Ability to prevent closure of Cases when they are still in progress with new system setting. Client Administration The Interaction method field for client notes can now be made mandatory by enabling the 'Client Notes Interaction Method Mandatory' value in the system configuration settings Views for each client type are now available for searching in Data mining Contacts To allow longer surnames to fit into the surname field, the character limit for the surname field has been increased from 25 to 50 To save time when creating the same type of contact or organisations, default values for contact and organisation types can now be set from the user preferences screen The Is Member field which is set to Yes when a contact is an active member of any membership can now be used in the contact search to find contacts who are members. Simplified contact creation page option available for staff who don't need other features. Fax field can now be expired if faxes don't need to entered for contacts Organisation live data fields now have an additional Data Source option named 'Contact's Organisations'. When this option is used the field only returns organisations that the contact belongs to. Contract Module Create Like added to deliverables page to enable fast duplication of deliverables Data Mining Speed of Data Set Query screen improved Data sets, searches and batches can now be described using the new free text description field. Expired records are now clearly indicated Events Event Advanced search now added which allows the user to choose their display columns and search using more advanced filters. This feature will also allow the event session and registration fields to be selected. Contacts can now be registered to events from their display page, for quick and easy event registration. Just click the create button inside the 'Events' tab Contacts from distribution lists or memberships can now be imported into an event session. This is done through the event add multiple registrations screen. Personal email has been added to the list of fields available for export from the full attendee list screen Payments can now be recorded for registrations when the event is a chargeable event Membership Membership Advanced search has been added which allows the user to choose their display columns and search using more advanced filters Membership mail tokens such as member join date now available when sending email from the membership page. To offer more personalised communication, membership mail merge tokens are now available when creating message templates. These message templates can be used in the membership notification rules when sending automated emails such as renewal reminders. Module Builder This module builder is a new optional feature available from the manage optional features screen. When enabled this tool enables you to easily create new modules that are fully integrated into ChilliDB. The module can be used to store your required information by adding custom fields and offers built in searches and control over access. Modules created by the module builder can run independently of other ChilliDB modules or the information can be linked as required. Notes To improve note creation, notes can now be created based on note templates. If the user has the note manager ticket they can save a note as a template. Once saved then this template is available for other users to use from the note create menu item. Please see the 'Note Templates' article for more information. Note Templates Templates allow you to set common values for your notes to maintain consistency and save time. Note templates menu added underneath Utilities to create, delete and modify note templates. Note create links will now give the option to create from a note template or new note. Organisations The Is Member field which is set to Yes when a Organisation is an active member of any membership can now be used in the Organisation search to find organisations who are members. Searches Fields located in grid sections can now be used in the advanced search screens Speed of contact and organisation standard searches has been improved Search panel You can now quickly search for expired/current/both contacts and organisations by enabling the 'Contact Org Search Show Expired Option At The Top' configuration setting. If you require further details please lodge a ticket in the helpdesk Contact and Organisation tooltips now appear when hovering over the icon instead of the link Surveys The survey module has been significantly improved with better visibility of survey responses and presentation of group questions. Analysis tab added which provides a view of individual responses and a summary of responses. Responses view shows the answer to each question per response and Summary view shows the count of each answer for questions with fixed answers (e.g. lookup fields) Anonymous responses can now be linked to existing Contacts or Organisations or the new Contact/Organisation can be created at that point and then linked Answers from each responses can now be searched in Data Mining DSS Upload DSS have depreciated the IsHomless field and added the new one HomelessIndicator Xero Integration Once enabled, invoices can now be generated through Xero in the Membership and Event modules. When a Membership or Event is set to be chargeable the product table is used to set the price of the service. ChilliDB products are linked to Xero by entering the required Xero Account codes for each product. Once configured during an event or membership registration you can indicate the client should be invoiced and an invoice will be generated automatically in Xero and the client details transferred to Xero. To enable this free feature lodge a job in the ChilliDB Helpdesk and we will provide the setup instructions. Invoice payments in Xero are now reflected back in ChilliDB automatically. Corrected issues: Core Section tooltips have been fixed, so if you mouseover a section name it will display the tooltip text if there is any. You can set tooltips for a section by editing the section from the custom fields manager Fixed an issue where the correct Tab name would not always display on the Tab Management screen. Resolved issue where email changes were not being reflected in Mailchimp linked distribution list in some circumstances. Data Mining When making filters based on Date and time fields, the time portion is now shown. Search Inherited business phone numbers are now displayed in the contact advanced search. Grid fields now work correctly when used in the advanced search pages.
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nmonds
Dec 15, 2021
In Questions
Got a question ? Cant seem to find the relevant video or tutorial available. Don't worry we are here to help. Connect with fellow ChilliDB users. Ask and answer questions to build your skills and network. Our ChilliDB experts can quickly answer your questions here also. To ask a question simply create an account with us to ask any question or access to features such as suggesting enchantments you would like to see within ChilliDB.
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