operations16Mar 12 minCreating and Searching for NotesThe Notes module in ChilliDB allows a user to create and save a note against a contact or organisation’s name. As well as basic details,...
operations16Feb 271 minNote TemplatesTo speed up the note creation process, users with the note manager ticket can create note templates. When creating a note with the note...
operations16Feb 211 minWhat does the ... mean on the Note Search?The Note Search rolls up information to the Note level by default. This means that if a Note is created against more than one...
operations16Feb 8, 20221 minNote LockingNote Locking is where Notes created in ChilliDB can be locked from modification after a period of time. This is done to protect the...