In this example, we are going to create a survey which will ask our services for information which will be shown on our service...

To configure the Survey Module for users of ChilliDB: 1. User Roles- User roles define what staff can and cannot access in the ChilliDB...

Each year you should create your Membership Packages for the year ahead. You can then Import your members (Prospects, Members, and...

Contract Management Module – Getting Started Written below are a few simple steps and considerations that we can follow in order to start...

The client administration module has a number of features that can help you run and support your program as well as providing a high...

Case Management allows you to formulate a process which is made up of one or more steps and apply that process to a given situation to...

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

Case Process Definitions map a process to be followed and are applied to Cases by: A Case Worker who has been allocated a Case. A Case...

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...

Standard Search From the main menu go to Case Management > Case > Search. In the Reference No. field, type in the case name or reference...

The ChilliDB Help Desk allows you to manage your Support Hours with the ability to view your balance of hours, view your usage, and...

Web Browsers have a feature called Autocomplete, where it will try and remember data you type into fields and automatically fill similar...

If your organisation cancels your ChilliDB subscription, your system will be disabled at the end of your final billing period. Your...

Introduction Microsoft added a new feature in Outlook 2013 to help you manage add-ins that cause performance or crashing problems. When...

The purpose of this utility is to allow ChilliDB users to import multiple records retrieved from a list of values stored in an external...

This article presents some tips/things users should be aware of when they are preparing their files to have data uploaded into ChilliDB....

The Data Loader can handle Multi-Select Lookup Custom Fields by processing them as a list of values separated by Comma - e.g. CSV. Your...

Address validation is available to Hosted clients through System -> Data Management -> Address Validation menu. Note, the user should...

To help ensure data integrity, ChilliDB has features that prevent, identify, and eliminate duplicate records. Preventing Duplicates...

Updated: Dec 8, 2021 Quick links - What type of website do you have? Self Hosted Website WIX ...