Once the process has been configured, the next step is to define the process - this is where we add the phases and activities that make...

Process Configurations provide a way of grouping together Process Definitions. They define the Process Type, Case Workers, Case Manager,...

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...

5 Ways ChilliDB Can Benefit Health Workers Keep your patient data accurate by investing in a Client Management System such as ChilliDB....

Improve your donor relationships and help track and measure your fundraising efforts. ChilliDB will revolutionise the way you interact...

Although ChilliDB focuses on Client Management features we also offer some Marketing Automation features for organisations that regularly...

ChilliDB understands the struggles of effectively communicating with clients, keeping data organised and contact details up to date....

ChilliDB takes security very seriously to ensure our client’s data is safe and secure. We do this through several initiatives which are...

Save time by taking advantage of ChilliDB’s Outlook Add-In. The ChilliDB Outlook Add-In helps keep your communication records up to date...

The Sensitivity feature allows the user to restrict access to certain information within the ChilliDB system based on Types (Categories)...

Creating A User The next step after allocating tickets to roles: https://www.chillidb.com/post/allocate-users-to-roles is to create some...

Setting up users in ChilliDB so they are able to be allocated roles and permissions (tickets) associated with those roles is a 3 step...

The ChilliDB Custom Fields section allows users to customise the data fields available for any kind of record in ChilliDB. This provides...

These fields enable you to build a Custom Field which can have its value calculated automatically based on a formula that you build. The...

Summary We can Hide/Expire Custom Field lookup items for any Lookup field under any module by going to: System -> Custom Fields -> Create...

Custom Fields ChilliDB lets user to decide whether they want to display or hide empty custom fields on their display page. Both...

Acquiring the Correct System Permissions to Edit Custom Fields Users with the appropriate permissions are able to add fields to certain...

Purpose of the Document Register Module The purpose of the module is to be able to store all your organisation’s key documents in one...

Lodge a helpdesk ticket to have this module enabled in your system. Once enabled, this can be found under Timesheets>Staff Time. This...

The Data Mining Module provides an advanced interface for querying and returning data from ChilliDB. It utilises the Reporting View...