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

The best way to keep your database up to date is to have your clients update their own details through a ChilliDB Survey. With ChilliDB...

This article will explain how to setup and use the Membership Module. We will create a non-paying Membership package and then step...

Before you begin using the Client Administration Module it is important to know the following: New client types are added using the...

Setting up users in ChilliDB is a 3 step process: 1) Create a role/roles to link to the user, and allocate the relevant permissions to...

ChilliDB users are able to utilise the Distribution Lists module to manage their communications with contacts/organisations with regards...

ChilliDB allows you to save an existing Report File as a template which you can then either edit in Crystal Reports yourself, or attach...

This guide will cover how you can quickly send emails to your contacts in ChilliDB. The first thing you need to is make sure your contact...

The 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,...

If most of your clients are individuals, it is possible to speed up the contact creation process by making the 'Organisation(s):' field...

ChilliDB’s Events module enables users to create events for staff and clients. It features multiple functions that allow users to manage...

This collection of options controls how a survey will operated and how it will be submitted: Allow Survey to be Saved & Continued: This...

All distribution lists that are not system managed have access to a subscription rules tab, this tab allows you to set up some conditions...

1. Navigate to the Add Membership screen, available from the Membership menu, and select Create 2. We will enter full for...

Once an event has been created, it can be easily located again for editing/maintenance purposes by navigating to the Events main menu...

ChilliDB allows you to easily send SMS messages to your contacts by either clicking on their mobile phones numbers or adding their mobile...

These options allow users to define how notifications will be sent to their survey respondents. Notifications can be manual or automatic...

Q: When contacts are expired, does it automatically remove them from a distribution list? A: When a contact is expired all records...

We have known for some time, and in fact it was admitted by the US government this year that data stored on servers in that country can...

Contacts can be exported from any contact listing such as search results or the Organisation page Contacts tab. To perform an action you...