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ChilliDB’s Events module enables users to create events for staff and clients. It features multiple functions that allow users to manage the many aspects involved in setting up and staging events their organisation holds, including the creation of the event; management of upcoming events; and the mailing out of event certificates upon completion. Creating an Event To create a new event in ChilliDB, navigate to the Events main menu item and select ‘Create’ from the drop-down menu. On the next screen, enter the details of your upcoming event in the fields provided. Note: Remember, if the event categorisation you require is not available in the drop-down list, you are able to create your own categorisation(s). To see how to do this, click on this link. When entering the details of an upcoming event, users will be prompted to select a product in the ‘Price’ field if they have answered ‘Yes’ to the question ‘Do you charge for this event’ . If this is the first time they have run an event of this kind, and they need to create a new product that reflects the correct pricing structure, they can do so by following the steps below: 1.Click on ‘Select Product’ . 2.If the product/pricing structure you’re looking for does not already exist, click on ‘Create’ in the top-right corner. 3.Enter the details for the new product you wish to use for this event, and then click ‘Save’ If a user selects the ‘Use Sessions’ option to allow them to create multiple sessions for the one event, they will be prompted to add these sessions once the event details are completed and the event is saved. When all the details are as you wish on the event creation page, click on ‘Save Event’ . This takes you to the Event Details Overview page. If you have chosen to create sessions, this is where the 'Sessions' tab will be visible. To add the sessions for this event, click on ‘Create’ in the right-hand corner of the sessions window. This reveals a pop-up window where users can enter the details of the first session and then click ‘Save’ to list that session under the ‘Sessions’ tab. The easiest way to create more sessions for the same event is to click on the session you have just created, choose ‘Create Like’ from the Actions menu, and then modify the date and time to reflect the details of the new session. This can be done as many times as necessary until you have all of the desired sessions listed for your event. At the bottom of the Event Details Overview page are 11 tabs that allow you to work with the event you have just created in a number of ways. The first of these is the ‘Registered’ tab: Registered: Under this tab, users can create entries for people who have registered for this event and paid. To make an entry, first click on the ‘Create’ link on the right-side of the page just below the tabs. On the next screen, users will be prompted to add the relevant information for the attendee they are registering. Once done, click ‘Save’. If users have checked the ‘Send Event Invitations’ box, the next screen will prompt them to confirm the attendee’s email address in preparation for them to compose an invite message to be sent. If this box is left unchecked, users will be taken back to the Event Details Overview page. If these details look correct, clicking ‘Continue’ takes users to the next screen where they can compose and send their invitation. The Send Message screen in Events also features options to work with the message you are creating in different ways. These options can be accessed by clicking on ‘Actions’ and choosing the appropriate option. Once an invitation has been composed and sent, users are returned the Event Details Overview page where any changes are reflected under the corresponding tab - in this case ‘Registered’ . Of the other tabs available to place attendees in in the Event Details Overview section, ‘Registered - Not Paid’; ‘Attendances’; ‘All Registrations/Attendances’; ‘Cancellations’; ‘No Show’ and ‘Waitlist’ all function in much the same way as the ‘Registered’ tab. Users can switch an attendee’s status between these tabs by hovering over the ‘Actions’ link on the top right-hand side of the Event Details Overview section and choosing ‘Manage Registrations’ - ‘Change Registration Status’ . The next screen prompts users to make the necessary changes to attendees. The first step is to find the attendee(s) whose status you wish to change by choosing their current status from the drop-down menu. Next, users choose the appropriate attendee(s) from the list presented. The final step is to choose the status you would like to change them to from the drop-down menu at the bottom of the screen. Once you are satisfied with the changes you have made, click ‘Update’ . Any changes made to attendee’s status will be reflected under the appropriate tabs in the Event Detail Overview section. The last four tabs on the Event Details Overview screen allow users to collate feedback for particular aspects of an event (Statistics) ; view event survey results (Surveys) ; gain an overview of payments made for an event thus far (Payments) ; and create notes for the event (Notes) . Event Details Overview Page: Actions Menu Options In addition to the aforementioned ‘Change Registration Status’ option presented under the ‘Actions’ menu that allows users to change an attendee’s status (and thus move them between the tabs at the bottom of the Event Details Overview page), there are other options available to users from this menu that present them with a number of alternatives for working with the event and its attendees. These options are as follows: 1. ‘Create Like’ : creates a duplicate of the event details displayed so a similar event can be run in the future - all that is required is a change of the dates to reflect the date of the new event. 2. ‘Manage Registrations’ - ‘Add Multiple Registrations’ : allows users to add more than one person at a time to an event and to choose the relevant status for those people as they are added. Once you have selected the appropriate ‘Status’ from the drop-down menu and chosen the contact(s)/organisation(s) you wish to add, click ‘Save’ . 3. ‘Manage Registrations’ - ‘Full Attendee List’ : by selecting this option, users can gain an overview of those currently registered to attend and their status. They can also print/export the list if required. 4. ‘Email Attendees’ - ‘ Email Certificates’ : allows users to send certificates to attendees after the event is complete. The first step is to choose the status of the attendees you wish to send the certificate to and the type of certificate you are sending. You also have the option to store this message as a note against each attendee’s name under their contact/organisation details page. Then click ‘Continue’ . On the next screen confirm the recipient(s) details are correct and click ‘Send’ . 5. ‘Email Attendees’ - ‘Email Online Survey’ : provides the option of sending out post-event surveys to attendees if desired. Simply select the status of the attendees you wish to send your survey to and then search for the survey by typing its title (or part thereof) in the ‘Survey’ search box and selecting the survey category from the drop-down box. Then confirm the attendee’s details are correct and click ‘Send’ . 6. ‘Email Attendees’ - ‘ Send Message’ : using this option, users can send messages out to all attendees/attendees of a certain status. As with the ‘Send Event Invitations’ option when adding attendees to an event, users will then be asked to confirm the attendees’ details they are sending the message to. Once they have done this and hit ‘Continue’ , they are able to compose and send their message on the next screen. 7.' Customise'-'Event Status': This allows users to edit the labels of existing registration statuses in your system. Instead of being stuck with default terms (like "Registered - Non-member", "Attended" ), users can change them to better fit with their needs—such as "Registered - VIP" , "Approved Attendee" , or "Pending Approval." 8. 'Customise'-'Tabs': This action allows users to Hide a tab, Re-order the tabs, Restore the default settings and change the name of a tab (allocate an alias to the Tab). 9. ‘Reports’ : This action allows users to generate Event Certificates; Attendee Signatory Sheets; and Name Tags for an event. i) Example Event Certificate: ii) Example Signatory Sheet: iii) Example Name Tags: Event Search Function Once an event has been created, it can be easily located again for editing/maintenance purposes by navigating to the Events main menu item and selecting 'Search' from the drop-down menu. On the next screen, users are presented with a number of filters to aid them in their search for specific events. These filters are as follows: i) By Title : with this option, users are provided with a search bar to type the title of the event they are looking for. ii) All : this options results in all events entered in the user's organisation's ChilliDB system being revealed. iii) My Events : reveals the events the user has created in the system. iv) New Filter : allows a user to create their own search parameters by selecting filters associated with the various fields related to events.

ChilliDB provides an integrated SMS service that allows organisations to send text messages directly from the system. Before using this feature, administrators must enable SMS within the system settings. Steps to Enable SMS in ChilliDB Log in to ChilliDB Access the system using your administrator credentials. Go to System Management Navigate to System > System Management  from the top menu. Locate SMS Settings Click on the Manage   ChilliDB SMS link. Enable SMS Select the “Enabled”  option from the dropdown menu to activate SMS services. Once enabled, users with the necessary permissions can start sending SMS messages from within ChilliDB. By following these steps, you will be able to activate SMS functionality within ChilliDB and allow authorized users to send text messages directly from the system. Contact Requirements for Sending SMS Before sending an SMS, it's crucial to ensure that the contact numbers are correctly set up in the system. The system only supports sending SMS messages to mobile-type  numbers. This includes: Personal Mobile Business Mobile Custom Mobile Types Note:  Contact numbers saved under phone types such as "Personal Phone" or "Business Phone" will not work for sending SMS messages. To successfully send SMS messages, ensure that each contact or organisation has at least one valid mobile-type contact number listed in their profile. This ensures they can receive SMS messages sent from the system. Sending an SMS from ChilliDB. 1. Sending SMS via the Email Icon One of the easiest ways to send an SMS is by using the Email Icon in the top interface. Here's how to do it: Steps: Locate the Email Icon: At the top of the system interface, click on the Email Icon  to access the messaging options. Select the SMS Option: From the dropdown menu, choose SMS  to proceed with sending a text message. Open the SMS Interface: After selecting the SMS option, a new screen will open where you can compose and send your message. Choose Recipients: In the SMS interface, you can search for recipients using multiple filtering options: Any : Search for any contact in the system. Contact : Select an individual contact. Contact by Organisation : Find contacts based on their associated organization. Organisation : Send messages directly to an organization. Distribution List (DL) : Choose from predefined groups of recipients. Search for Contacts: Enter a name or relevant details in the search box to find the correct recipient. Add Recipients: Once you've found the contacts, click the Add To  button to include them in the message. Compose the SMS: After selecting your recipients, type the content of your SMS message. Send the SMS: Click the Send  button to dispatch the message to the selected mobile numbers. Sending SMS via Advanced Search To send an SMS to a specific group of contacts using advanced search, follow these steps: Steps: Go to the Contact Module and Search for Contacts Navigate to the Contact Module  in the system. Open the Advanced Search  feature. Create a new filter based on your search requirements or search contact By Name . Apply the filter to display the relevant contacts. Select the Contacts After applying the filter, a list of relevant contacts will appear. Check the boxes next to the contacts you want to message. You can select multiple contacts at once if necessary. Choose the SMS Option Once the contacts are selected, click the Chevron Arrow  at the top corner of the search results. From the dropdown menu, select Send Message . Choose SMS  from the list of options. Compose Your SMS A new window will open for composing your SMS message. Write the message content, ensuring it is clear and appropriate for the recipients. Send the SMS Once the message is ready, click the Send  button to dispatch the SMS to the selected contacts. For the Organisation Module , the steps are similar. Navigate to the Organisation Module, apply advanced search, select the organisations, and follow the same process to send an SMS. Sending SMS Using a Distribution List (DL) A Distribution List (DL) allows you to send SMS messages to a predefined group of contacts. Here's how to send SMS using a DL: Steps: Create or Use an Existing DL: Create a new Distribution List (DL)  or use an existing one. Refer to this guide for creating and managing a DL in ChilliDB: Creating and Maintaining Distribution Lists . Ensure the DL type is set to SMS  to allow SMS communication. Add Contacts to the DL: Click on the Create Link in the "Member" tab. Search for the contacts you want to add to the DL. Select the mobile number you wish to use for communication and click Done . Send SMS to the Entire List: Once the DL is complete with valid mobile numbers, you can send SMS messages to the entire list by clicking the Chevron Arrow From the dropdown menu, select Send Message or selecting Email Icon  > SMS option  > Distribution List . Note: Ensure only mobile numbers are used for the DL. Mark the mobile number as "Available for DL"  in the contact details. If this box is unchecked, the number cannot be used for SMS communication in the DL. Configure Rules in Distribution List Settings: If you want to make all existing contact numbers available to the Distribution List (DL)without manually updating each contact or organisation, you can do this by using the configuration settings in the DL. To do this, follow these steps: Go to Utilities → Distribution Lists  → Configure . Select the Mobile Phone Type: On the Distribution List Configuration screen, you see the Allow the following 'mobile' phone types to be available for DL section. Check the box(es) for the mobile phone type(s) you want to make available in the DL. Choose the Action: Update Contact mobile phone types that are 'selected' above to be 'available in DL' : This will add all contact mobile numbers of the selected type(s) to the DL. Update Organisation mobile phone types that are 'selected' above to be 'available in DL' : This will add all organisation mobile numbers of the selected type(s) to the DL. If you want to remove mobile numbers, use the "not selected" options. Save Changes: You click the "Save"  button to apply the changes.

At ChilliDB, we implement a structured and secure backup strategy to ensure business continuity and data integrity. Our backup system is designed to provide both short-term and long-term recovery options, safeguarding critical information. Backup Frequency Nightly Backups  – A complete backup of the CRM database is performed every night, ensuring an up-to-date restore point. Retention Policy  – Daily backups are retained for 30 days, while a single backup is stored for each month over the past 12 months. Backup Retention Strategy Daily Backups  – Maintained for the last 30 days, allowing restoration from any of the previous 30 nights. Monthly Backups  – Retained for the past 12 months, ensuring historical data recovery when required. Customer Access to Backups Customers cannot export or manually back up the database. However, in the event of a request, we will restore the necessary data from our backup system and make it available. Key Benefits of Our Backup Approach Consistent Data Protection  – Regular automated backups mitigate the risk of data loss. Reliable Recovery Options  – Daily and monthly backups ensure flexibility in data restoration. Business Continuity Assurance  – A structured retention policy supports both immediate and long-term recovery needs. Our robust backup infrastructure ensures that essential business information remains protected and readily accessible in case of unforeseen events.

ChilliDB takes security very seriously to ensure our client’s data is safe and secure. We do this through several initiatives which are continually optimised. They include broad policies such as only allowing trained internal staff access to client’s environments and data to system designs such as providing clients with their own dedicated applications and encrypted databases. You can further protect your data by implementing our additional security options offered through ChilliDB. Read below to find out more. Two Factor Verification Add an extra layer of security to your login by setting up two-factor authentication. Once enabled in addition to your password you will also be asked to enter a unique code generated by an authentication app on your smartphone. For full instructions on how to set up Two Factor Authentication, refer to our article here ! Authenticating using Azure If your passwords are managed using Azure Active Directory (Azure AD) you can now manage ChilliDB user accounts directly from Azure AD avoiding users having to keep track of multiple passwords. Further details on Azure integration is here . Use Password Policies to ensure your passwords are secure ChilliDB reduces attempts to guess your password by pausing logins after 5 failed attempts. But this does not stop attacks using easily guessed passwords. Set up password rules to ensure you have strong passwords which are changed regularly to prevent security breaches. ChilliDB offers different types of password rules which you can help. To find out more about click here . Forgetting your password? Add up to three secret questions to protect your account. You can set these up easily in the Preferences” under the top right login icon. Further Details Have a look at our security policy here ( https://www.chillidb.com/security ) to learn more about what we do to protect your data.

Two-Factor Authentication (2FA) adds an extra layer of security to user accounts. This guide will walk you through enabling 2FA for a user and the login process after activation. Steps to Enable 2FA for a User: Access User Settings: Go to System > Users > Maintain Users . Select the username  for whom you want to enable 2FA. Enable 2FA: Scroll to the bottom of the page. Find the "Two-Factor Authentication"  setting. By default, it is Off . Change the setting to Yes  to enable it. Save the changes. User Login Process After Enabling 2FA: Once 2FA is enabled, the user needs to log in again. The login process will include additional authentication steps: User logs in to the system  (Login.aspx). A popup appears to activate 2FA . A QR code is displayed , which the user needs to scan using an authentication app (e.g., Google Authenticator or Microsoft Authenticator). The user enters the authentication code  from the app. Security questions popup appears  (if applicable). Once completed, the system confirms 2FA is enabled .   After this setup, every time the user logs in, they will be required to enter a verification code from the authenticator app to access their account. This ensures enhanced security and protects the account from unauthorized access.

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/

In 2024 ChillIDB is heading towards gearing up for a big year ahead with some exciting new product features. From our monthly generalised improvements to Gmail add-in, newly created Dashboard Presets, Q-Code App and AI are all underway. This month within the upcoming update, we have concentrated on practical enhancements that directly benefit your daily operations in the NFP, Community, and Health sectors as we focus on a February launch on our highly requested Gmail Add-in. These updates can be utilised to streamline your workflow, enhance efficiency, and improve client engagement. Pre-Release Updates Coming Soon: Q-Code App for Event Management - Launching Soon: The anticipation is building for the release of the Q-code app, an addition to ChilliDB's event management tools. QR codes have taken event management to the next level, offering convenience and efficiency in tracking attendees, making check-ins a breeze, and even collecting valuable data. This app is set to make our event management module even smarter and easier to keep all data in one place with ChiliDB. Check-In Efficiency: Prepare to experience a seamless start to your events as the Q-code app dramatically accelerates the check-in process Unparalleled Accuracy and Data Insights: The Q-code app isn't just about speed; it's a powerful tool for precise attendance tracking and rich data collection on participant engagement. These insights are invaluable for refining your event strategies and enhancing future planning. And more, for a more detailed look into our up-and-coming qcode app, click here Introducing the ChilliDB Q-Code App. Pre-Release Teaser For Q-CODE App Pre-Release Updates Coming Next Month: New Added Dashboard/ Visualisation Presets Real-Time Insights: With the addition of 'News' and 'My Client' panels, your dashboard becomes a hub of real-time information. This feature enables you to stay updated with the latest developments and client information, ensuring you're always a step ahead in planning and response. Personalised Data Visualisation: Our new visualisation tools, including customisable colour palettes, empower you to present data in a way that's both informative and visually appealing. This feature is particularly useful for reports and presentations, where data needs to be both accurate and engaging. Pre-Release Teaser For My Clients Generalised Updates New Notification Centre Update: The revamped search notification centre in ChilliDB now prevents duplicate queries, saving you valuable time and reducing frustration. This means you can focus more on analysis and decision-making, rather than sifting through redundant data. Enhanced Search Functionality: The improved search functionality, with dynamic URL updates and Quick Link creation, makes finding specific data faster and more user-friendly. This enhancement means less time spent searching for information and more time utilising it for strategic planning. Sensitive and Accurate Contact Management: The new 'Deceased' custom field addresses the need for sensitive data handling. This feature allows for respectful and accurate record-keeping, ensuring your client data reflects real-world changes with empathy and precision. Simplified Event Management: The 'Select All' option for event registrations and the improved session selection tools are designed to make event management more efficient. These tools help you save time on administrative tasks, allowing you to focus on creating more engaging and successful events. Flexible Case Management: The updates in case management offer greater flexibility, allowing for a more tailored approach to each case. This means you can adapt the system to better fit the unique requirements of each situation, leading to more effective case handling.

Every day, organisations strive to uplift communities, improve health outcomes, and drive positive change. But how can they ensure that their initiatives are creating the desired results? The key lies in leveraging data effectively. Understanding the Power of Data in Nonprofit Management The key to unlocking the potential of data lies in evaluating how effectively a nonprofit or community organisation is achieving its mission and objectives. By delving into both quantitative and qualitative data, organisations can unearth invaluable insights into the impact and effectiveness of their programmes and initiatives. This is where ChilliDB, a premier Australian client management solution, plays a vital role. Why is Data-Driven Decision Making Crucial? Funding and Grants: Regular and thorough reporting can significantly influence future funding decisions. Demonstrating the tangible impact and efficacy of programmes can be a critical determinant for grantors in the allocation of funds. Building Trust with Stakeholders: Platforms such as Charity Navigator and GuideStar significantly sway donor decisions. By presenting data-driven outcomes, nonprofits can establish trust and credibility, ensuring sustained support from donors and the broader community. Operational Efficiency: Consistent evaluation and feedback mechanisms ensure optimal utilisation of resources. Through meticulous data analysis, organisations can refine their strategies to better align with their mission. ChilliDB: Your Partner in Data-Driven Impact ChilliDB offers an extensive array of tools specifically designed for nonprofits, health organisations, and community services. From membership management to event coordination, ChilliDB ensures that all data is centralised, accessible, and actionable. Key Features of ChilliDB: Membership Management Web Forms and Messaging Custom Fields and Case Management Event and Contract Management Client Administration and Email Marketing / Newsletters Staying Ahead with ChilliDB In the pursuit of making a significant difference, data emerges as a formidable ally. By forging a partnership with ChilliDB, nonprofits and community organisations can ensure that their efforts are strategically directed where they are most needed, thereby amplifying their impact and driving substantial, meaningful change. Conclusion In the quest to make a difference, data is a powerful ally. By partnering with ChilliDB, nonprofits and community organizations can ensure that their efforts are directed where they matter the most, amplifying their impact and driving meaningful change. References: The Importance of Nonprofit Data - Montana Nonprofit Association 13 Ways Data Is Changing How Nonprofit Leaders Conduct Business - Forbes The Importance of Data Analysis for Nonprofit Organizations - LinkedIn

Introduction Securing funding is a pivotal aspect for many organisations, especially those in the not-for-profit.  2024 heralds a landscape replete with grant opportunities. Navigating these opportunities necessitates a thorough understanding of the available grants, their application processes, and effective management strategies. ChilliDB emerges as a crucial tool in this journey, offering robust CRM solutions to streamline grant management. In this guide, we'll walk you through some noteworthy grants of 2024, share resources to keep you updated and offer tips to enhance your grant application process. Key Grants for 2024: The year 2024 offers a diverse array of grants for Australian not-for-profits, each characterised by distinct goals, requirements, and deadlines. Some notable opportunities include: Generalised Grants Community Grants Program by Yarra Ranges Council: Supporting local community groups and creatives, with a deadline in mid-2023 for 2024 projects. Various Grants from Volunteering Australia: Offering five different grants tailored to various organisational needs and objectives. National Justice Reinvestment Program: An open, non-competitive funding opportunity for Aboriginal and Torres Strait Islander-led justice reinvestment initiatives. Open until Tuesday, 10 September. Saluting Their Service Commemorative Grants Program: Eligible organisations can apply for funding for projects that promote appreciation and understanding of Australia’s wartime heritage. Open until Tuesday, 6 February. Community Services Inclusive Communities Grants: Funding for projects that support the social and economic participation of vulnerable communities. Open until Tuesday, 20 February. Healthy Masculinities Trial and Evaluation: $2.95 million over three years is available to foster healthy masculinities in school-aged boys. Open until Tuesday, 20 February. Strengthening Rural Communities – Small and Vital: Grants of up to $10,000 available for grassroots, community-led initiatives. Open until Monday, 26 February. Each of these grants demands a detailed application, adherence to specific guidelines, and rigorous reporting post-award, which can be challenging for many organisations. Resources for Staying Updated Grants.gov.au: Regularly check this site for the latest grant listings. You can also subscribe to their newsletter for timely updates. Community Grants Hub: Another excellent resource that offers a variety of grants, especially for community-based projects. Philanthropy Australia: For those looking beyond government grants, this platform connects philanthropic organizations with projects in need. Streamlining Grant Management: Tips Stay Ahead of Deadlines: Utilise ChilliDBs calendar system to track application and reporting deadlines. Understand Grant Requirements: Comprehending each grant's unique requirements is crucial for a successful application. Maintain Accurate Records: Keep detailed records of expenditures and project progress for reporting purposes. ChilliDB: Your Partner in Grant Management ChilliDB, as a CRM solution, plays an integral role in managing these complex processes. Here's how it can assist: Centralised Information: Store all grant-related data, from application details to reporting deadlines, in one accessible location. Streamlined Reporting: Generate and manage detailed reports easily, aligning with grantors' requirements. Excel Spreadsheet Integration: Looking for a program that can import all your spreadsheet information? ChilliDB can do that also, making it easy to get organised quickly! 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. More Information on ChilliDB for Not for Profits:A CRM for Australian Not for Profits (chillidb.com) Conclusion The year 2024 offers exciting grant opportunities for Australian not-for-profits. By leveraging the capabilities of ChilliDB, organisations can navigate the grant application process more efficiently, stay on top of reporting obligations, and ultimately, focus more on their core mission References: Our Community. (n.d.). Winning Grants Funding in Australia - The Step by Step Guide. Retrieved from https://www.ourcommunity.com.au/marketplace/marketplace_article.jsp?articleId=1186 Philanthropy Australia. (n.d.). How to seek funding. Retrieved from https://www.philanthropy.org.au/seeking-funding/how-to-seek-funding/ The Grants Hub. (n.d.). How to Write a Grant Application: Our Top 10 Tips for Success. Retrieved from https://www.thegrantshub.com.au/blog/articles/top-10-tips-for-successful-grant-writing The Grants Hub. (n.d.). Tips To Successful Government Grant Applications. Retrieved from https://www.thegrantshub.com.au/blog/articles/tips-amp-tricks-to-successful-government-grant-applications

The ChilliDB Gmail Add-on is a powerful tool designed to enhance email management within Gmail. It allows users to categorise, store, and transform emails into Notes in ChilliDB, linking them to relevant contacts. This integration fosters a more organised and efficient approach to customer relationship data management. This Add-on had the ability to automatically recognise contacts and organisations. This intuitive feature streamlines the process of managing communications, as it effortlessly identifies the sender and associates them with the relevant contact or organisation within ChilliDB. This simplifies the task of saving emails, allowing users to effortlessly archive important communications. This seamless integration not only saves time but also makes it easier for users to access and manage their email communications within the ChiliDB. 1. How to Get Started · Install the ChilliDB Add-on in your Gmail account. · Once installed, the Chilli icon will appear in the right corner of your Gmail screen. 2. Configuring the ChilliDB Gmail Add-on Open your Gmail and click on the ChilliDB icon. Click "Login" to access the Configuration screen. Fill out the fields: ChilliDB URL: Enter the URL you use to access ChilliDB in your browser. System: Select the ChilliDB instance (Production or Training) you wish to connect to. ChilliDB Username: Your ChilliDB login username. ChilliDB Password: Your ChilliDB login password. Note: Email storage is available only if you have 'Add/Modify Note' rights and either 'CONTACT VIEW' or 'ORGANISATION VIEW'. 3. Store Emails into ChilliDB: After connectng with Add-on, users can store emails to system by follow these simple steps: Open the email in Gmail and click the ChilliDB icon. Click 'Store Email' to save the email as a note in ChilliDB. A confirmation message "Your email was successfully saved to ChilliDB" will appear. Users can further enhance their experience by viewing the stored note directly in the system. Simply click on the 'View Note' button for instant access. 4. Including Attachments and Embedded Images: In addition to saving emails, you have the option to store file attachments and embedded images directly in ChilliDB. If you wish to include these in your notes, simply check the appropriate boxes provided. Check 'Save Attachments' to store file attachments with the email. Check 'Include Embedded Images' to retain images in the stored note. By following these steps, users can not only archive important emails but also ensure that associated file attachments and embedded images are securely stored in the ChilliDB system. 5. Find Organisations and Contacts Effortlessly users locate organisations and contacts by using the Gmail Add-on's intuitive features. Use 'Find/Create' to match email senders or recipients with ChilliDB entries. Enter the name in the search query to find and match with ChilliDB contacts or organisations. The search query allows you to quickly identify and match the sender's name with the relevant contact or organisation entries in ChilliDB, streamlining the process of connecting with the right entities. 6. Create Contacts and Organisations Click 'Create' to add a new contact or organisation if not found in ChilliDB. Provide necessary details and click 'Save' to add them to ChilliDB. Note: Creation rights depend on having 'Add/Modify Contact' and 'Add/Modify Organisation' permissions. 7. Selecting Preferences ·         Click the three dots on the add-on and select "Settings". ·         Set default note type, category, and sub-category. By following these steps, users can effectively utilise the ChilliDB Gmail Add-on to streamline email management and enhance their customer relationship management capabilities.