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

Responses You can choose to search, and view responses entered in Surveys at any time by navigating to More menu > Surveys > Search...

To copy a survey that is already in ChilliDB, access the Create Like link from the Action menu on the top right-hand side of the screen...

Using the Notification rules feature, you can configure emails to be sent at a scheduled time, or relative to a time in the membership or...

Survey templates allow users to customise the appearance of their surveys for program activities or business groups, or even just for...

Restricting User Access to Survey To configure Survey Security in ChilliDB: Navigate to the Surveys main menu item and then select...

A Guide to Standard and Advanced Data Loader

ChilliDB now supports Tri-state read-only option for survey questions. The states are Namely, "Yes (only when linked to existing ChilliDB...

ChilliDB provides users with the ability to seamlessly link data across different modules. Besides being able to link fields from the...

ChilliDB features built-in assistance options to provide new users with access to help while they are getting used to their new system....

Creating a Donation To lodge a record of a new donation within ChilliDB, users navigate to the Donations main menu item and then select...

Once a case has been created, it can be easily located again for editing/maintenance purposes by navigating to the Case Management main...

Searching is now easier and more versatile than ever with the updated ChilliDB search pages for various modules, including Contacts,...

To practice creating a case as a Case Worker, log-in as such and then follow these steps: - Navigate to Case Management - Case - Create....

The new referred Case Worker will receive an Alert regarding this case referral. They will have to Accept or Decline this Case. - Log-in...

After Accepting the case (as a case worker) then you process to referring the case as the caseworker. To do so: - From the Case Details...

Once you have Allocate the case to a case worker - Log-in as the allocated case worker. - Click on the ‘Alert’ bell on the top right-hand...

After you have Add the case details the next step is to allocate that case to a case worker. - From the Case Details screen, click on the...

Creating cases can behave differently based on the type of user you are logged in as. Each user type’s available roles are explained in...

After you Add the details for your Process Definition, the next step is to create your process structure - Insert the required Phases and...