1 Introduction Via an example set of business requirements, this whitepaper provides guidance on how to use the ChilliDB Sensitivity...

These options allow users to define notifications for their staff so they can be notified of any completed surveys. When the box is...

With Mailchimp integration you can create distribution lists that are synced between ChilliDB and Mailchimp. You can even turn...

You are now ready to add members to your membership package. You will arrive here after creating a membership package or from selecting...

The Note Search rolls up information to the Note level by default. This means that if a Note is created against more than one...

Contact Roles allow you to specify information about a Contact at and Organisation at a point in time. The information held in there may...

These options allow the use of ChilliDB message templates to send notifications to survey responders: Notify Responder On Save/Completion:...

For your convenience, It is possible to set a default value for the 'available in distribution list' checkbox when adding a communication...

The role access is controlled by the sensitivity settings, which are bulk updated by going to the "Contact Categorisation" and "Note...

The role access is controlled by the sensitivity settings, which are bulk updated by going to the "Contact Categorisation" and "Note...

Creating Headings and Text Content After setting up the basics of a survey in 'Create Survey' , the next step is to design the layout and...

What is the difference between Groups and Distribution Lists? Distribution lists allow the management of sets of email addresses for...

Once a membership package has been created, it can be accessed by navigating to the Memberships main menu item and selecting 'Maintain'...

Accessed links Tooltips accessed via the last accessed and staff tracking panel provide a quick way to view key information and create...

Maintaining memberships can be difficult, especially if they contain lots of members. To make it easier to keep track of current members...

Whilst building the survey layout and questions, it is possible to preview a survey before publishing it/sending invitations to...

If you chose to automatically generate Distribution Lists for your Membership Package you can then send electronic communications such as...

Some Distribution Lists are system managed and not able to be managed by users to protect their integrity. This is the case for those...

ChilliDB surveys can be implemented in several ways - they can be sent to a contact or organisation to fill out; they can be filled out...