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In the ever-evolving landscape of technology, ChilliDB is excited to announce our plans to integrate Artificial Intelligence (AI) into our platform. But here's the twist - we want you, our valued customers, to be at the helm of this journey. We've created a survey for you to share your thoughts. Your input will be the driving force behind our AI development process. We encourage you to take a few minutes to fill it out. Your voice matters, and we want to hear it now. Click here to start the survey. We understand that privacy and security is of high importance to our clients. In our survey, we've included questions about security to better understand your concerns and expectations. Your feedback will guide us in enhancing our security measures alongside our AI integration. 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. However, we want to ensure that our AI solutions are not just technologically advanced, but also tailored to the specific needs and preferences of our users. This is where your ideas, suggestions, and expectations for our AI integration come in. We are committed to creating an AI-powered platform that is not just innovative, but also user-centric and community-driven. This is an exciting opportunity for our customers to have a direct impact on the future of ChilliDB. Let's make AI work for you. Fill out the survey today!

See how Brisbane Broncos Community creates greater visibility across their operations "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 - Manager, Brisbane Broncos Community Business Needs: Brisbane Broncos community’s department manages multiple Federal, State, and private funded programs across QLD and northern NSW. They were looking for a product that would provide excellent integration, reporting, case and contract management, communication, and marketing across their programs. Why did ChilliDB stand out to Broncos? "References spoke highly of them, and we received a high level of support we received during the initial set-up period. ChilliDB does everything that we need it to do and more." Thelma - Manager, Brisbane Broncos Community. Solution In addition to the ChilliDB client, case and contact management features, the Brisbane Broncos took advantage of the module builder to quickly create new client specific modules. One module was created to hold student attendance details and the other for their academic records. Their staff are assigned to one or more schools to regularly collect the students’ academic and attendance data and enter it into ChilliDB. To save staff time bulk data load forms are used to allow many entries to be loaded at one time. The solution also included the creation of several management reports to provide data insights. Benefits ChilliDB has provided the Brisbane Broncos with greater visibility across their community operations with secure data collection and efficient reporting capability.

LATEST NEWS New Dashboard Coming Get ready to view your data like never before with the all-new ChilliDB Dashboard, currently finalising in our final stages of development! We've reimagined the way you interact with your data and given ChilliDB a fresh, modern makeover, enhancing the look and feel of your dashboard. The result? A visually upgraded homepage that ensures what’s important to you can be seen with ease. Get ready to dive into your data, discover new insights, and make data-driven decisions with ease. Stay tuned for more updates on this exciting development!

ChilliDB's latest update is designed with a focus on enhancing user experience and improving operational efficiency. This update brings a range of improvements and new features, all aimed at making the platform more intuitive, responsive, and user-friendly. From streamlining database management to improving web responsiveness, every change is made with the user in mind. As always, ChilliDB remains committed to continuous improvement and eagerly anticipates user feedback on these updates. ChilliDB Latest Updates: A More Personalised User Experience A new user preference option, 'Categorisation Field Render Mode', has been added, offering users the choice between Hierarchical Tree or Dropdown Lists for navigating categories.This allows users to choose the mode that best suits their workflow, enhancing efficiency and ease of use. Additionally, a new filter has been added to the Contact tab of the Organisations module, allowing users to display a list of expired contacts. This feature will be particularly useful for organisations that need to manage and track expired contacts. Custom Fields: More Control and Flexibility The custom fields module has been enhanced with several new features. Label custom fields now have two style options: Basic and Advanced. The Basic option allows users to add label content with font size and colour options, while the Advanced option supports HTML content, enabling users to add font styles and hyperlinks to the labels. Events: Enhanced Configuration and Control The events module now includes a new option that allows users to send event certificates from an email address other than the default sender one. This provides organisations with greater flexibility in managing their event communications. Improved Search Functionality The search module now includes a new column 'Organisation(s)' in the advanced search for the contact module. This feature allows users to view a list of the organisations associated with a contact, enhancing the search functionality and providing users with more comprehensive contact information. For the release note click here Latest Web Control Update: Customisable Event Stages Every event has unique aspects that set it apart. With our new update, you can now tailor each stage of your event with unique titles, making your event even more engaging and memorable for attendees. It's not just a change of words, it's about shaping the journey, adding a personal touch that resonates with your audience. Expanded Donation Form Fields Building strong relationships with donors is crucial for any organisation. We've made this easier by adding contact address and organisation fields to the donation forms. These new fields not only allow for personalized interactions but also provide you with a deeper understanding of your donors, leading to stronger relationships and more effective fundraising strategies. Automated Organisation Categorisation We understand the importance of efficient and accurate database management. To help with this, our new update includes a setting for automatic organisation type assignment. This feature reduces the time spent on manual categorization, allowing you to focus on your mission while trusting in the accuracy of your data. Instant Donation Alerts Staying updated on your fundraising efforts is key to success. With our new instant donation alerts, you'll get real-time updates when a donation is made, allowing for quick donor acknowledgment and agile strategy adaptation. This is more than a notification; it offers immediate insight for faster recognition and strategy tweaks. Intelligent Data Linking Trust your database more with our feature that links new data to existing contacts or organisations, avoiding duplicate entries. With the added benefit of manual review, you maintain control over your data, ensuring its accuracy and completeness. Enhanced Wix Support In our continued efforts to improve the user experience, we've enhanced our support for Wix. With automatic resizing of web controls, your web pages are now more responsive and user-friendly, providing an optimal experience on any device. At ChilliDB, we're always striving to provide the best user experience possible. We're excited about these new features and believe they will fuel your success. As always, we value your feedback and can't wait to hear your thoughts on these updates! For the release note click here

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.

The aim of this guide is to help you understand ChilliDB licensing, viewing your licensing entitlements, managing your usage and best practices for getting the most out of your ChilliDB licensing investment. License Allocation and Locking Named licenses For Named licenses, each license is dedicated to the one user so no allocation of locking takes place. Concurrent licenses For Concurrent Licenses, ChilliDB holds onto those licenses for 240 minutes (4 hours) from the moment the user stops being active within ChilliDB (i.e. inactivity, so not actually using the software to create, edit or view records). This number is a balance based on analysis of usage patterns of many users over a long period of time and user feedback. Consider if the timeout was small like 15 minutes. If your users were interrupted by a phone call while creating or editing records, they could lose their work in ChilliDB and this would cause frustration and concerns amongst your users. The result would be the data quality would be adversely affected and valuable information from your users about your clients will be lost as it is not being recorded. In systems which operate near their license limit, this 4 hour timeout can cause those licenses to be held for longer periods of time and meets your users ChilliDB access patterns. The optimal setting for a user system is a trade-off and is subjective based on the way our users use ChilliDB. For example, it is important to realise that if your users use the Logout link in ChilliDB when they are finished using ChilliDB, then doing so will remove their license immediately returning it to the pool to be used by other users. Conversely, walking away from your PC or just closing your web browser, means those users will remain logged into ChilliDB until the timeout passes and it may impact on other users (depending on how many licenses you have). Because we realise that not all clients utilise ChilliDB in the same way, this timeout is a configuration setting. We can re-configured your ChilliDB to some other timeout if you find you are having issues with users accessing your ChilliDB. The timeout can be set to any number of minutes. How to Monitor and Manage your Licensing ChilliDB has management screens which help you manage your licensing. They are available from the System menu > System Management > Manage. From here you can select Display Licensing Details to display the Licensing Details screen The Licensing Details screen shows how many user licenses are currently in use and how many you own. Depending on your entitlements, some columns may be 0, some may have actual numbers. Clicking on the numbers in the Concurrent column can show you who exactly is logged in at that point in time The License Limit Exception Reporting is available at the bottom of the Licensing Details screen. When clicked brings the License Limit Exception screen which shows you any situations where users attempted to login, and ChilliDB either blocked them completely from logging into ChilliDB due to licensing exceptions, or took an inactive license. Using these screens will help you monitor your license usage and determine if you need additional licenses or not. Best Practices Use the Logout - It is good practice to have your users use the Logout links. If you have low numbers of ChilliDB licenses, this will immediately release a Concurrent license back into the license pool making it free for another user to utilise Have sufficient licenses for your Organisations’ needs - Ensuring your system has sufficient licenses to meet your users’ demand ensures that your users have a license available to them when they need it most. Having too few licenses leads to information not being entered and updates being lost because a user is not able to login. Do not share logins – remember, sharing of user logins (not licenses, the actual ChilliDB login and password) amongst your staff if against our User License Agreement. It also means that your record auditing is affected as you do not truly know who is creating or modifying your records. You can view the License Agreement from the Licensing Details screen which is shown earlier in this document. Frequently Asked Questions 1. Is it possible to have both Named and Concurrent Licenses? Yes, it is possible to have a mix of licenses in your system. This is common practice and recommended when you have some integration between your ChilliDB and services like when you connect your website which requires a license to be available whenever your website needs to retrieve information from ChilliDB. 2. Does the Outlook Plug-in Use Additional Licenses? Our ChilliDB Plug-in shares licenses with the Web Application. In other words, a single user license is needed for each user to access ChilliDB through both the Web Application and Outlook Plug-in. 3. Does ChilliDB Web Controls Require a License? Yes, the ChilliDB Web Controls requires a license with sufficient permissions to access the sections of the ChilliDB system that you access through ChilliDB – e.g. Membership, Events, and Distribution Lists etc. It is recommend that you purchase a Named License to ensure that your ChilliDB Web Controls will always have access to your ChilliDB and your website visitors will not see errors related to no license being available. 4. How does Keep Me Logged In work with Licensing When logging into ChilliDB, there is an option to keep yourself logged into ChilliDB for longer period of times. This is only giving your web browser the ability to store information in a cookie so you don’t need to enter your credentials when logging into ChilliDB. Browsers these days also include additional password management features, some built in and some through plug-ins. This setting does not impact on your licensing at all. Further Help? If you require further help with your licensing or would like to request additional licenses, please read this article. ChilliDB Support is also accessible through our Help Desk which is available from here: https://helpdesk.chillidb.com. You will be asked to register and your login will then be approved. Once you have logged in you can lodge questions through the HelpDesk or by sending to helpdesk@chillidb.com and they will be picked up by HelpDesk and tickets created in there.

If you are new to ChilliDB please read this post to help you get started. This article lists topics which will be helpful to go over when setting up your system, and how to achieve basic operations in ChilliDB. Clicking on a topic will take you to an article describing it. System Setup Roles, Tickets, and Users Altering the Home Screen Layout Reference Data - the data in drop down lists Custom Fields Using ChilliDB Entering Organisations Entering Contacts Frequently Asked Questions Q: Most of my contacts are not associated with an organisation. Is it possible to create contacts without specifying an organisation? A: Yes. This can be set up via a system-wide setting. Please read this article for details

ChilliDB is an Australian, tailor-made CRM software specialising in the areas of: Not-For-Profits (NFPs), Healthcare, and Community Services. ChilliDB is built from scratch, with personalised features to suit your specific business requirements. If you are the CEO of an organisation in any of the above sectors, you are likely to be aware of how time-consuming it can be to stay on top of managing your client/customer database. You may have heard the term CRM, or Customer Relationship Management, mentioned before, but you have been unsure about whether this type of system is the right one for you. If you are aiming to make it a bit easier to manage your work and you want to be able to communicate with your clients and customers at ease, then a CRM database might just be the right solution for you. We guarantee to make it easier for you to manage your extensive contact list and we are here to help you with every step of the training process. A couple of reasons why you may be interested in investing in a CRM system like ours is: You will find it much easier to connect with your customers When you choose a CRM system, you will almost instantly understand how important it is to be connected with your customers and to know what they are looking for when they make contact with your organisation. This does not only apply to your customers who are purchasing your product or service, it also applies to the clients, associates, members and donors of your organisation. It will enable you to centralise your customer database With a CRM database such as ChilliDB, you will be able to keep track of your customer database. All your relationship and process data will become available in one easy to manage program. This allows for your client and customer information to be stored on one platform. Whether you are recording metrics, following up on queries, or simply just searching for an email address, all of your communication is kept in one place. You will have a secure cloud storage system Everything becomes a little bit more secure with the assistance of a CRM system. With ChilliDB’s product, you will have full controlled access to all of your customer information, as well as the advantage of storing any business information in the cloud. Any data which is held in the cloud guarantees maximum protection, meaning that your customer and client data is protected. Your business will become remote With our CRM system, ChilliDB will enable you to conduct business from absolutely anywhere. Our Customer Relationship Management system enables you and your employees to manage your work load and your customers through our mobile-optimised web interfaces, mobile apps and offline access. This not only allows you the freedom to work on your reports on the go, but it also means that you can connect with your clients or customers instantaneously. With our CRM database, ChilliDB provides you with a fantastic set of productivity tools so that you can create, edit or collaborate quickly and efficiently on a secure and easy to manage system. If you wish to learn more about ChilliDB or to request a free demonstration, don't hesitate to contact us here.

Enabling User Allocations in a Custom Module: In module builder, users can assign staff to entries and restrict access to entries based upon choices made in the user allocation field. We will be using a custom module called Enquiry to demonstrate this function. In this example, we want to allocate staff to different enquiries and restrict access based upon these allocations. Users can do so by following the steps below: • Create a new custom field (for example: ‘Allocate Manager’) with ‘Contact’ chosen for the ‘Field Type’ field and choose the appropriate option in the ‘Data Source’ field according to your requirements. Here, we are only going to allocate staff that have user accounts to the Enquiry module. • Go to the module builder Maintain page by navigating to System - Custom Fields - Module Builder and select the Enquiry custom module. Then, tick the ‘Allow User Allocation’ field. In the ‘User Allocation Field’, choose the field we created above - Allocate Manager - from the drop-down menu to support this user allocation for the custom module. • Create a new entry for the Enquiry module and assign a user to handle this enquiry. • When an entry is made in the Enquiry module screen, and a user is added to the ‘Allocate Manager’ field, an alert will be sent to the user who is in this field. Note: This will occur the first time the user is added or when a user is changed. The alert will not be sent if the person allocated is the same person who is creating the entry. • Users can see only those enquiries that are allocated to them. For example: Jason Wilson can only see those enquiries which are allocated to him. Setting Administrator Permissions to Enable Them to View All Entries Administrators can view all enquiries in their system by adding the ‘ENQUIRY MANAGER’ ticket to their user role. When set, this overrides the user allocation restriction so that they can see all client enquiries. Note: Your ChilliDB system only shows this ticket if the User Allocation feature was added as above.

Showing/Hiding Sections in a Custom Module The module builder can show/hide sections based upon the values in a drop-down field in the user module. Users can achieve this by stating a drop-down list (required field) is needed in the base section of the custom module. Then, in the module builder interface, users can select Enable Visible for Types support field to control the visibility of sections related to this field. Let us take the example of an Accommodation custom module that has been created to understand the concept of show/hide sections based on the values in a drop-down list. Note: A lookup list can be a list by itself, a parent list to another child list in the module or a child list. Follow these steps to support section visibility by type: • Go to the System main menu item and select ‘Custom Fields’. Choose the Accommodation module from the drop-down list. In the Base section of this module, create a field called ‘Accommodation Type’ with a drop-down list that has the options ‘House’; ‘Unit’; and ‘Room’. • Next, go to the System main menu item and choose ‘Custom Fields - Module Builder’. On the next page, select the Accommodation custom module. Then, on the module details page, tick the ‘Enable Visible for Types Support’ field and choose ‘Accommodation Type’ in the ‘Lookup list field’ to control the visibility of certain sections based on this lookup field. • Once this has been done, go back to the System menu and select Custom Fields. Choose the Accommodation module from the drop-down list, and create a new section called ‘House requirements’ for this module. While creating this section, make sure to uncheck the ‘All Types’ option. After doing so, you should see a list of the lookup items entered when creating the Accommodation Type field. In the example above, the ‘Enable Visible for Types support Lookup list field’ should contain items from Accommodation Type, from where you can select whether the section is visible to the ‘House’; ‘Unit’; or ‘Room’ type. • To limit the visibility of this section to the ‘House’ type, choose ‘House’ in ‘Visible for Types’. Then, click ‘Save.’ • After doing this, when creating a new record for the Accommodation custom module, none of the individual sections will be visible to users until they select an Accommodation Type from the drop-down menu. Once a type is chosen, the relevant fields will be visible. • Now, if users choose the ‘House’ value from the drop-down list, the House Requirements section will become visible. By following these steps, users can hide/show sections of custom module builder based on the item types available, and the sections created in custom fields.