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Jason Wilson
18 hours ago7 min read
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.:...
2 views0 comments

Jason Wilson
Jan 316 min read
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...
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Jason Wilson
Jan 244 min read
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...
10 views0 comments

Jason Wilson
Jan 225 min read
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...
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Jason Wilson
Jan 209 min read
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...
4 views0 comments

Jason Wilson
Jan 105 min read
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...
20 views0 comments


Jason Wilson
Jan 103 min read
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...
4 views0 comments

Jason Wilson
Jan 102 min read
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...
4 views0 comments

Jason Wilson
Jan 102 min read
ChilliDB Basics: Notes - Working With Tabs
The tabs available on the Notes Details page after a contact has been created allow a user to create multiple instances of the same type...
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Jason Wilson
Jan 63 min read
ChilliDB Basics: Notes - System Field Type Glossary
When adding notes to ChilliDB, there are a number of system fields available to the user to add data to. Some of these fields are...
3 views0 comments


Jason Wilson
Jan 22 min read
ChilliDB Admin Quick Start: Reference Data
Customising reference data is an important step when setting up ChilliDB as this dictates what values appear in the 'Categorisation' ...
18 views0 comments

Jason Wilson
Jan 25 min read
ChilliDB Admin Essentials - Reference Data: Categorisation Bulk Updates
If you have been working with your data for a little while, and you come to the realisation that perhaps the categorisations you started...
8 views0 comments


Jason Wilson
Jan 22 min read
ChilliDB Admin Essentials - Reference Data: Viewing / Editing / Deleting / Expiring Categories
Once categories have been added to your ChilliDB system, it is a relatively straightforward process to maintain them via the Reference...
4 views0 comments

Jason Wilson
Dec 30, 20241 min read
ChilliDB Admin Essentials - Reference Data: Adding Further Levels of Categorisation
If users wish to add further levels of categorisation to their records in ChilliDB beyond that of the main category (Type), they can do...
9 views0 comments

Jason Wilson
Dec 30, 20245 min read
ChilliDB Basics Quick Start: Organisations
Alongside contacts, adding organisations to your system is another important process related to the tracking of data you require. As...
23 views0 comments


Jason Wilson
Dec 30, 20242 min read
ChilliDB Basics: Organisations - Actions Menu
Each module in ChilliDB features an 'Actions' menu that provides module-specific choices in terms of different ways a user can interact...
3 views0 comments

Jason Wilson
Dec 17, 20243 min read
ChilliDB Basics: Editing / Expiring Organisations
When looking to edit and/or expire an organisation record in ChilliDB, there are a couple of options available to a user. The steps...
5 views0 comments

Jason Wilson
Dec 17, 20244 min read
ChilliDB Basics: Organisations - Working With Tabs
The tabs available on the Organisation Details page after a contact has been created allow a user to create multiple instances of the...
5 views0 comments

Jason Wilson
Dec 13, 20243 min read
ChilliDB Basics: Organisations - System Field Type Glossary
When adding organisations to ChilliDB, there are a number of system fields available to the user to add data to. Some of these fields are...
5 views0 comments

Jason Wilson
Dec 2, 20245 min read
ChilliDB Basics Quick Start: Contacts
Adding contacts to your system is an integral part of tracking the data you require. As Contacts and Organisations are intrinsically...
21 views0 comments
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