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Azure Active Directory (Azure AD), Microsoft’s cloud-based identity and access Management service, ensures users can securely sign in and access relevant resources. ChilliDB integration with Azure AD now makes it easy for administrators to manage ChilliDB user accounts directly from Azure AD and prevents users from having to keep track of multiple passwords. Registering ChilliDB with your Azure AD Account To enable ChilliDB to authenticate users again Azure AD you need to first register the ChilliDB Application in your Azure Active Directory. The steps to register ChilliDB with an Azure AD account are outlined below: Under Azure Active Directory choose 'App Registrations' . Then select 'Create New Registrations'. On the New Registration page, fill out the form as per below, changing the MyOrg in the Redirect URI to your own ChilliDB System Identifier (normally your organization's initials). Once completed click 'Register' to register the app. After registration is completed, click 'Authentication' on the left-hand side of the screen. On the next screen that is shown, select 'ID Tokens (used for implicit and hybrid flows)' as shown below: Make a copy of the following items as they will be needed to configure ChilliDB. Application (client) ID. (from the Overview page for the app) Directory (tenant) ID. (from the Overview page for the app) Redirect URIs. (from the Authentication page for the app) Recording the Azure AD App Registration Details in ChilliDB Login into your ChilliDB System. Navigate to the System main menu and then choose System Management . From here select the Manage System Configuration link to enter your Azure AD App details. Enter 'Azure' in the search field and click on 'Filter' to return the Azure configuration items. For each item enter the details from the Azure AD App registration page as follows: Azure App Registration ChilliDB configuration Application (client) ID Azure Ad Client Id Directory (tenant) ID Azure Ad Tenant Redirect URIs https://ais.chillidb.com/MyOrg/CORE/System/login.asp Once the configuration changes have been applied, you can log out and close the browser. Note: It wont occur until the server is refreshed that night. As a result, it will be operational the day after activation. Logging into ChilliDB Using Azure AD for the First Time Start a browser session and visit your ChilliDB site using its normal web address. If you have not already been authenticated by Microsoft Azure, you will be prompted at this point for your login details. Once successfully authenticated, you will be redirected back to the ChilliDB login page. If your Azure AD username (User Principal Name) is not found in your ChilliDB user's list, you will be presented with the login message below. At this point, you should request your ChilliDB administrator creates or updates your user account to have the same name as your Microsoft Azure AD username. If your Azure AD username is found, you will be automatically logged into ChilliDB. Synchronizing Contacts' Details After a user logs into ChilliDB using their Microsoft Azure AD details, the following ChilliDB information will be automatically updated if it differs from the information recorded in Microsoft Azure AD: - Contacts' first name. - Contacts' last name. - Contacts' business email. If changes are made, the contact modification details will be updated with the date they occurred and the system user as the modifier. Automatic Creation of ChilliDB User for Azure AD When using Microsoft Azure AD for authentication, the ChilliDB user and their related contact details can be automatically created if they do not exist in ChilliDB. This prevents the administrator from needing to create the user in both Microsoft Azure AD and ChilliDB. To achieve this, the default role and contact type must be defined in addition to the contact's name in Microsoft Azure AD. To enable this feature, the following settings are required. Within Microsoft Azure AD ensure that the following optional claims are exposed: 1. User Given Name 2. User Family Name To expose these claims view the ChilliDB App Registration in Azure Active Directory you made previously and select ' Token configuration' from the options in the column on the left-hand side. Click ' Add optional claim' and select ' ID' for the Token type . Then check the ' family_name' and ' given_name' claims: As these fields are not mandatory in Azure, if they are not completed the 'Name' field will be used to create the ChilliDB contact name by using the first word from this field, and the remaining words will be part of the contact last name. If the 'Name' field has only 1 word, then that will be the contact's first name, and the contact’s last name will be set to Not Specified. After making the configuration changes in Azure, login into your ChilliDB system. Navigate to the System main menu and select System Management . From here select the Manage System Configuration link to set the following configuration values: Default Organisation for Contact Ensure the ' System Owner' item is set to the correct organization. This will be the organization that the contact is associated with when created. Default Type for Contact Set the type that will be used for the contact when they are created by associating a type with the ' Contact Add Default Type' item. Default Role for User Set the role that will be used for the user when they are created by associating a role with the ' User Add Default Role' item. Enable Automatic User Creation Enable automatic user creation by setting the ' Azure Automatic ChilliDB User Creation Enabled' item to 'True'.

The landscape of event management is continually evolving, and the Q-Code App marks our latest advancement in this area. QR codes have taken the efficacy of event management to the next level, offering convenience and efficiency in tracking attendees; making check-ins a breeze; and even allowing the collection of valuable data. This app is set to make it even easier to intelligently sync data to our event management module, ensuring seamless integration and easily allowing users to track data within ChilliDB. Improving Event Registration and the Check-In Experience: More Efficient Check-In Process: Rapid Check-Ins:    A swift QR code scan with a mobile device translates to a faster check-in process, reducing long lines and wait times. Smoother Transition for Events:  With quicker check-ins, events can start on time and with minimal disruption, enhancing the overall experience for attendees. More Accurate Data Collection: Reliable Attendance Tracking:  Utilising Q-codes for check-ins ensures precise recording of attendance figures. Engagement Insights:  The Q-code app aids in gathering detailed data on participant interaction, which is crucial for post-event analysis and planning future events. Enhanced Participant Experience: Streamlined Entry:  A simple and efficient check-in process leaves a positive first impression and boosts overall attendee satisfaction. Increased Likelihood of Repeat Attendance:  A pleasant check-in experience can encourage attendees to return for future events. More Eco-Friendly Approach: Reduced Paperwork:  The digital nature of the Q-Code app lessens the need for printed tickets or physical lists. Sustainable Practices:  By decreasing paper usage, the app supports more sustainable event management. Better Security QR codes can be used to prevent unauthorised access to certain areas and also to verify the age of participants for specific events or activities. QR Code App: Currently available is the option to sync all events from ChilliDB to the app, including details such as images, locations, and event descriptions, ensuring users have all the necessary information readily available. Additionally, the app displays session times and enables attendees to register directly through the platform. A key feature is the ability to check in upon arrival, crucial for accurate attendance record-keeping and streamlining operations.   How to Access the App: To access this app, click on the following link on your phone, tablet, or PC: https://services.chillidb.com/eventcheckin/ For optimal experience, we recommend using a phone or tablet equipped with a camera for QR code scanning. Once you click on this link, you will be directed to the following page. The fields should be filled out as follows: ChilliDB URL:  The value should be the same address that you would go to when you want to log into ChilliDB using your web browser. An example of the URL would be: https://ais.chillidb.com/video_com/ or ais.chillidb.com/video_com/ ChilliDB Username:  This is the username you use to log in to your ChilliDB system. ChilliDB Password:  This is the password associated with your ChilliDB username. This is the same password you use to log into ChilliDB using your web browser.   After connecting with Event app, the following screen will show a list of all future events, including details such as images, locations, and descriptions of each event, ensuring that users have all the necessary information at their fingertips. Once you select the event from the list, you will be taken to the following screen with the list of all the registrations for the event.  If users want to manually check-in attendees, they can do so by clicking on the green 'Check' button. Once the user clicks on this button, it will change into a tick, and the status will be changed to 'Attended.'  Note: If you accidentally change the status to ‘Attended’ by mistake, you can change it back to 'Registered' by clicking on the green circle containing the tick.   Signing in with a QR Code The QR code scan is a pivotal feature in this app, facilitating a seamless check-in process upon arrival at the event. This function is essential for recording attendees' presence, streamlining operations, and ensuring accurate record-keeping. Step 1: Generate QR code for attendees and send it to them: To generate a QR code for events, we have introduced a new QR Code Event mail merge token (see example below) within the Event module for email communication with event attendees. To generate this token, you need to compose an email from the event module to any contact who is registered for an event. In this email, be sure to include the new QR Code Event mail merge token. Each QR code is unique to its respective event, and you can scan it to mark the attendance of attendees. Users can compose one fixed message template in their system that includes the QR code token. They can use this template for sending emails to all registrations. Example of a Message Template including a QR code token. Step 2: At Event - Check-in by QR code: To mark attendees present at an event using QR codes, click on the QR Scan logo. Once you do this, you will be prompted to grant camera permissions. After granting the necessary permissions, you can proceed to scan the QR codes of attendees using your phone or iPad to mark their attendance at the event. Download App: Users can download this site as an app to their devices rather than entering the URL every time to log in to this page. iPhone or iPad 1.      Open Safari. 2.      Navigate to the: https://services.chillidb.com/eventcheckin/  . Tap ‘Go’. 3.      Tap the ‘Share’ button at the bottom of the page. It looks like a square with an arrow pointing out of the top. 4.      In the list of options that appear, scroll down until you see ‘ Add to Home Screen’ . Tap this. The ‘Add to Home Screen’ dialog box will appear. 5.      Choose a name for the app on your home screen. You'll see the link so you can confirm it, as well as the site's favicon that will appear as the "app" icon on your home screen. Click ‘Add’ when you're done. Safari will close automatically, and you will be taken to where the icon is located on your iPhone’s or iPad's home screen.   Android devices: 1.      Open chrome or any browser. 2.      Navigate to the: https://services.chillidb.com/eventcheckin/ . Tap “Go.” 3.      Tap the menu icon (3 dots in the upper right-hand corner) and select ‘ Install App’ . 4.      Tap ‘Install App’  to install app to your home screen.

The year 2023 was a key turning point in the field of Artificial Intelligence (AI), Notably, ChatGPT, a leading AI tool, expanded rapidly demonstrating the growing public interest in AI technologies. Microsoft's strategic partnership with OpenAI, marked by a $10 billion investment, set the stage for this expansion. 2023 was also a year of intense competition among tech giants. Google unveiled Bard, its answer to ChatGPT, while Microsoft enhanced Bing with AI capabilities. Amazon wasn't far behind, introducing Bedrock for AWS, enabling customers to leverage generative AI models and more. These new possibilities for AI have begun within ChillIDB which will be coming in the future to better advance our Client Management system for our not-for-profit, community and health organisations. ChilliDB's Beginning with AI in Client Management ChilliDB has started its journey to integrate AI into client management. Realising the potential of AI, ChilliDB initiated plans to incorporate AI into its services. This initiative aimed to improve sectors such as not-for-profits, healthcare, and community organisations, enhancing tasks from managing volunteers to healthcare processes. Building Trust in the Age of AI An important part of ChilliDB's AI initiative is focusing on trust. In today's world, where handling sensitive data is crucial, ChilliDB is committed to creating secure and ethical AI solutions. By seeking user feedback and improving security measures, ChilliDB aims to ensure its AI solutions are not just advanced but also trustworthy. Creating a Framework for AI in Client Management AI integration is on the horizon for ChilliDB. We are looking at integrating features such as Predictive Analytics, Automated Data Entry, Personalised Recommendations, Automated Reporting, Assistance in Case/Event/Membership Management and more. These tools can help us produce high-quality solutions tailored to specific audiences. 1. Not-for-Profit Organisations: Volunteer Management: Match volunteers with suitable opportunities based on their skills and interests. Event Forecasting: Predict attendance and required resources for future events based on past data. Stakeholder Engagement: Gauge and enhance engagement levels of donors, volunteers, and beneficiaries. Resource Allocation: Optimise the use of available resources based on predicted demand or community feedback. Tailored Communication: Customise communication for different audience segments. Automated Reporting: Streamline the generation of stakeholder updates. 2. Health Client Management Systems: Medication Management: Track and manage patient medications, ensuring no drug interactions. Appointment Scheduling: Optimise and manage patient appointments based on their history and preferences. Billing Automation: Streamline the billing process and detect fraudulent claims. Resource Allocation: Predict patient inflow and allocate resources like beds and medical equipment accordingly. Telemedicine Enhancement: Improve virtual consultations with AI tools like real-time transcription. 3. Community Organisations: Community Engagement Analysis: Measure and enhance community interactions and feedback. Event and Workshop Planning: Efficiently plan community events based on past attendance and feedback. Skill Matching: Connect volunteers with relevant opportunities based on their skills and interests. Safety and Risk Assessment: Ensure the safety of community events by predicting potential risks. Community Trend Analysis: Stay updated with emerging community trends by analysing social media and news sources. Future Outlook: AI and Client Management Evolution ChilliDB is not just adopting AI but actively shaping it to meet the practical needs of users and communities. ChilliDB is dedicated to pioneering practical, trust-based AI solutions. The progress made in 2023 has established a basis for future developments, where AI is seen as a key tool in providing efficient, ethical, and personalised client management experiences. ChilliDB is at the forefront of this development, focusing on excellence and trust. References: Ai in health care: Applications, benefits, and examples. Coursera. (n.d.). https://www.coursera.org/articles/ai-in-health-care De Saulles, M. (2023, March 30). 5 ways ai will transform CRM. CIO. https://www.cio.com/article/465624/5-ways-ai-will-transform-crm.html Fine, A., & Kanter, B. (2021, December 9). How smart tech is transforming nonprofits. Harvard Business Review. https://hbr.org/2021/12/how-smart-tech-is-transforming-nonprofits NCBI. “The potential for artificial intelligence in healthcare, https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6616181/.” Why machine learning is the best segmentation. Dataro. (n.d.). https://dataro.io/2021/02/01/why-machine-learning-is-the-best-segmentation/

CONTACT US Discover How ChilliDB Can Help Your Organisation Find out more about ChilliDB and how we can fit your CRM requirements by speaking to someone from our sales team. After we receive your request, we will contact you shortly to organise a time and day for you consultation call. Contract Management ​ Web Controls ​ Membership Management ​ Event Management Client Management ​ And More... ​ Polymorphic Solutions Address: Level 13, 97 Creek St Brisbane, QLD, 4000 Email: info@chillidb.com Telephone: 1300 65 72 43 KEEP UP TO DATE Subscribe to ChilliDB News and keep up to date with our latest releases and new features. EXPLORE CHILLIDB NEWS NEED SUPPORT? Help Desk and Help Centre are available through the Support menu. You can also email the Help Desk at: helpdesk@chillidb.com VISIT THE HELP DESK

Event Management with ChilliDB ​ ChilliDB Events are ideal for managing your training, workshops and events. As many events don't require sessions you can now create events without sessions, keeping the interface clearer and easier to use! ​ ​ ​ By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages Event Management has become even easier! ​ ChilliDB will also facilitate your event registration, planning and delivery processes by managing event preparation, venue information and scheduling, logistics, speakers and program content preparation, and keep on top of event day activities with custom name tags, sign in sheets and certificates. ​ FREE DEMO TRY FOR FREE Supports Continuing Professional Development (CPD) ​ChilliDB Events supports Continuing Professional Development (CPD) by allowing you to track point entitlements per session identifying who attended, cancelled, or didn't attend on the day. Maintaining accurate data and allowing you to report that information to the participants or their professional bodies. Receive Reporting Extracts ​ChilliDB provides report extracts enabling direct uploads into the National Prescribing Services (NPS) reporting system. Integrate With ChilliDB Web Controls Publish your Events listing and calendars onto your website using ChilliDB Web Controls enabling Event Registrations directly into ChilliDB. ​ Set-up Web Controls in minutes ​ Automate data entry and back office administration ​ Customise data captured ​ Send LIVE updates to the ChilliDB database Match the style and formatting of the Web Controls to your website. ​ Explore each of the Web Controls and bring the power of ChilliDB to your Website simply and efficiently. ​ If you would like to access the other Web Controls or find out more, contact sales@chillidb.com . ​ VIEW OUR DEMO SITE Benefits Create Events Create events and add your own custom fields to ensure you collect the right data for your events. Advanced Search Use Advance Search to create filters and save previous searches. Events List View events in a list format. Each list item includes the venue, description and a link to register and for more information. Certificates Create certificates for events participation and completion in our report module. Name Tags Create custom name tags for your event attendees through our report module. Search Events Search Events to quickly find the correct one. Search by fields or through the full list. Events Calendar View your Events visually through the event calendar. Configuration Save event certificate message templates and event certificate reports through the configuration feature. Event Surveys Create surveys for your events to receive feedback or collect relevant information about event attendees Attendee Signatory Sheet Create a sign-in sheet for attendees for an event session through the report module. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

Tailored to Football community programs ​ Used by Brisbane Broncos to create two modules. One for holding student attendance details and the other for their academic records. GET STARTED WATCH DEMOS Community programs ChilliDB for Community Services drives better service delivery. ​ ChilliDB understands Community Service organisations face challenges delivering services effectively with few resources to many clients with little time, and being in a position to efficiently record and report of all of the activities undertaken to the many separate and different reporting bodies. ChilliDB for Community Services comes bundled with features which will allow you to better engage your stakeholders and clients, achieve greater outcomes for your clients and simplify reporting with support for data extraction to many reporting systems available. “I was impressed by their continuous support post live and I would highly recommend them for organisations delivering government-supported programs. ChilliDB helped our team have greater visibility across our operations, provided greater security in our data collection and management; and helped our reporting in making informed decisions quicker.” Thelma Dzwowa- Community & Government Programs Operations manager, Brisbane Broncos Community Football community programs includes a number of pre-defined features out of the box including support for: ​ Case Management Student attendance details Academic records Notifications and Alerts Reporting And Data Mining Notes and Role Based Security Financial Expenditure Case Template Tailored to Football community programs At ChilliDB we have tailored our system specifically for football community programs ​ The Broncos use the generic Module Builder to create two modules. One for holding student attendance details and the other for their academic records. They have staff assigned to one or more schools to collect this data and enter it into the modules using a bulk form so many entries can be made at one time. To provide this solution we added bulk entry functions to the module builder and created some management reports Case Study FREE DEMO TRY FOR FREE Custom Fields, Form Building A powerful feature within ChilliDB is the ability to easily create your own forms and add fields into those forms without the need for application development. Find out how this module could work for your organisation. Survey, Data Collection and Cleansing, Needs Assessments ​ The ChilliDB Survey module provides a powerful built in Survey tool to streamline your data collection and maintenance and inform your business activities. Read more about our Surveys module here. ​​ Define any number of types of Clients ​ This module enables a user to define any number of types of Clients (such as a Patient or Participant on a Coordinated Trial), and build data capture forms quickly with pre-built features commonly used in care coordination programs. Forms can then be easily customised to meet specific program needs. Once a client is defined and forms are built, the user can then control the security access. ​​ Searching, Reporting, Data Mining, Visualisations ​ ChilliDB includes a number of options to view and find information to meet any users needs, including: Search Screens Data Mining module, and specialised Reporting tools. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! FREE DEMO Stay up to date