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...

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...

Customising reference data is an important step when setting up ChilliDB as this dictates what values appear in the 'Categorisation' ...

If you have been working with your data for a little while, and you come to the realisation that perhaps the categorisations you started...

Once categories have been added to your ChilliDB system, it is a relatively straightforward process to maintain them via the Reference...

If users wish to add further levels of categorisation to their records in ChilliDB beyond that of the main category (Type), they can do...

Alongside contacts, adding organisations to your system is another important process related to the tracking of data you require. As...

Each module in ChilliDB features an 'Actions' menu that provides module-specific choices in terms of different ways a user can interact...

When looking to edit and/or expire an organisation record in ChilliDB, there are a couple of options available to a user. The steps...

The tabs available on the Organisation Details page after a contact has been created allow a user to create multiple instances of the...

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...

Adding contacts to your system is an integral part of tracking the data you require. As Contacts and Organisations are intrinsically...

Each module in ChilliDB features an 'Actions' menu that provides module-specific choices in terms of different ways a user can interact...

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...

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...

The tabs available on the Contact Details page after a contact has been created allow a user to create multiple instances of the same...

A key aspect of setting ChilliDB up initially is ensuring you have the fields in place to collect that data you require. The Custom...

When adding custom fields to ChilliDB, there are a number of different options available to the user in terms of field types. The...

This article walks users through the steps necessary to allocate permissions to access custom fields. If you are looking for a general...

This article focuses on the functionality of the various fields and options available when creating a new section in the Custom Fields...