Creating and Searching for NotesThe Notes module in ChilliDB allows a user to create and save a note against a contact or organisation’s name. As well as basic details,...
Note TemplatesTo speed up the note creation process, users with the note manager ticket can create note templates. When creating a note with the note...
What does the ... mean on the Note Search?The Note Search rolls up information to the Note level by default. This means that if a Note is created against more than one...
Note LockingNote Locking is where Notes created in ChilliDB can be locked from modification after a period of time. This is done to protect the...
Creating and using Message TemplatesMessage templates are used to quickly reuse common emails and maintain consistency with your email structure. Email tokens across...
