ChilliDB Basics: Contacts - Actions Menu
Each module in ChilliDB features an 'Actions' menu that provides module-specific choices in terms of different ways a user can interact...
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Jason Wilson
6 days ago3 min read
ChilliDB Basics: Editing / Expiring Contacts
When looking to edit and/or expire a contact record in ChilliDB, there are a couple of options available to a user. The steps related to...
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Jason Wilson
6 days ago3 min read
ChilliDB Basics: Contacts - System Field Type Glossary
When adding contacts to ChilliDB, there are a number of system fields available to the user to add data to. Some of these fields are...
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Jason Wilson
6 days ago4 min read
ChilliDB Basics: Contacts - Working With Tabs
The tabs available on the Contact Details page after a contact has been created allow a user to create multiple instances of the same...
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operations16
Mar 11 min read
Creating Contacts without an Organisation
If most of your clients are individuals, it is possible to speed up the contact creation process by making the 'Organisation(s):' field...
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operations16
Feb 271 min read
Contact Search Results Grid Actions Menu
Every grid has a list of actions that can be performed by mousing over the arrow button located at the top right of the grid and...
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operations16
Feb 241 min read
How to Export your Contacts
Contacts can be exported from any contact listing such as search results or the Organisation page Contacts tab. To perform an action you...
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operations16
Feb 211 min read
Contact Roles
Contact Roles allow you to specify information about a Contact at and Organisation at a point in time. The information held in there may...
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operations16
Feb 181 min read
Bulk Updating Role Access to Contacts and Notes
The role access is controlled by the sensitivity settings, which are bulk updated by going to the "Contact Categorisation" and "Note...
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operations16
Feb 152 min read
Information displayed in tooltips for Staff Tracking and Last
Accessed links Tooltips accessed via the last accessed and staff tracking panel provide a quick way to view key information and create...
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operations16
Feb 8, 20221 min read
Image Size Guide for Contacts Photo
While creating or editing a Contact, you can choose to upload image against their contact card. The sizes supported by ChilliDB are: 1....
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operations16
Feb 8, 20224 min read
Creating and Maintaining Distribution Lists
ChilliDB users are able to utilise the Distribution Lists module to manage their communications with contacts/organisations with regards...
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