Contacts and Organisations User GuideThis post will provide a basic guide to creating and viewing contacts and organisations. Since creating and viewing contacts and...
Information displayed in tooltips for Staff Tracking and LastAccessed links Tooltips accessed via the last accessed and staff tracking panel provide a quick way to view key information and create...
How to Export your ContactsContacts can be exported from any contact listing such as search results or the Organisation page Contacts tab. To perform an action you...
Contact RolesContact Roles allow you to specify information about a Contact at and Organisation at a point in time. The information held in there may...
Creating Contacts without an OrganisationIf most of your clients are individuals, it is possible to speed up the contact creation process by making the 'Organisation(s):' field...
Setting up Contact and Note Sensitivity1 Introduction Via an example set of business requirements, this whitepaper provides guidance on how to use the ChilliDB Sensitivity...
Bulk Updating Role Access to Contacts and NotesThe role access is controlled by the sensitivity settings, which are bulk updated by going to the "Contact Categorisation" and "Note...
Grid Actions MenuEvery grid has a list of actions that can be performed by mousing over the arrow button located at the top right of the grid and...
Image Size Guide for Contacts PhotoWhile creating or editing a Contact, you can choose to upload image against their contact card. The sizes supported by ChilliDB are: 1....
Creating and Maintaining Distribution ListsChilliDB users are able to utilise the Distribution Lists module to manage their communications with contacts/organisations with regards...
