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ChilliDB Essentials: Member Portal - Member Account Functions
Any ChilliDB users in your system who are responsible for managing memberships and Member Portal access should be aware of the following...
Jason Wilson
May 123 min read
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ChilliDB Essentials: Member Portal - Certificates Page Member View
The certificate page member view shows members any certificates that have been linked to them from your ChilliDB system. Typically, these...
Jason Wilson
May 101 min read
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ChilliDB Essentials: Member Portal - Custom Page Member View
When a member clicks on a custom page in their member portal, it will display whatever content the ChilliDB user has set up for their...
Jason Wilson
May 101 min read
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ChilliDB Essentials: Member Portal - Events Page Member View
The Member's Events page lists any events the member can register for. Users display events on this page in the portal by ensuring the '...
Jason Wilson
May 101 min read
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ChilliDB Essentials: Member Portal - Document Page Member View
The documents page in the Member Portal lists all of the documents relevant to the memberships available in your ChilliDB system. Once...
Jason Wilson
May 101 min read
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ChilliDB Essentials: Member Portal - Membership Page Member View
The Membership Page displays the details of any memberships the member is currently a part of. As mentioned in the configuration article,...
Jason Wilson
May 71 min read
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ChilliDB Essentials: Member Portal - Contact Form Member View
After logging in to the member portal, members will be able to view any of the pages that have been made available to them during the...
Jason Wilson
May 71 min read
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ChilliDB Essentials: Member Portal Configuration - Branding Setup
Configuring the branding of your member portal is an essential step in providing a personalised solution to your member's needs that...
Jason Wilson
Apr 303 min read
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ChilliDB Essentials: Member Portal Configuration - Contact Form Page Setup
The Contact Form page section of the Member Portal configuration allows ChilliDB users to toggle on/off certain functionalities related...
Jason Wilson
Apr 303 min read
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ChilliDB Essentials: Member Portal Configuration - Document Page Setup
The Documents page allows users to give their members access to any documentation that is related to their memberships. It is important...
Jason Wilson
Apr 302 min read
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ChilliDB Essentials: Member Portal Configuration - Event Page Setup
While the Events member portal page looks fairly simplistic at first glance, this is because, as with the Documents page, settings in...
Jason Wilson
Apr 301 min read
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ChilliDB Essentials: Member Portal Configuration Quick Start
Looking for information regarding sending invitations to members once the member portal is configured or the assisting with the member...
Jason Wilson
Apr 308 min read
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ChilliDB Admin: Preparing Data for Upload into ChilliDB
Perhaps the key task when getting a ChilliDB system set up is the transferring of data from the previous methods used to track it (i.e.:...
Jason Wilson
Feb 197 min read
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ChilliDB Basics: Search - Filter Operator Glossary
This article gives an overview of the operators available to users when they are creating a filter in ChilliDB. Note: the operators in...
Jason Wilson
Jan 316 min read
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ChilliDB Basics Quick Start: Search
Looking to find a record in ChilliDB that meets search criteria based on data/fields you have in your system? Want to set up a recurring...
Jason Wilson
Jan 245 min read
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ChilliDB Basics: Search - Interacting with Search Results
Once the results of a search have been revealed, ChilliDB users are given a number of options as to how they can interact with these...
Jason Wilson
Jan 225 min read
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ChilliDB Basics: Search - Creating Custom Filters
A key feature of ChilliDB's search function is that it allows users to create their own filters to produce data collections that match...
Jason Wilson
Jan 209 min read
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ChilliDB Basics Quick Start: Notes
ChilliDB's notes function allows users to add notes to many of the modules in the system, including Contacts. Organisations; Events; and...
Jason Wilson
Jan 106 min read
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ChilliDB Basics: Notes - Actions Menu
Each module in ChilliDB features an 'Actions' menu that provides module-specific choices in terms of different ways a user can interact...
Jason Wilson
Jan 103 min read
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ChilliDB Basics: Editing / Deleting Notes
When looking to edit and/or expire a note record in ChilliDB, there are a couple of options available to a user. The steps related to...
Jason Wilson
Jan 102 min read
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