Notes

Basic

ChilliDB's notes function allows users to add notes to many of the modules in the system, including Contacts. Organisations; Events; and...

To speed up the note creation process, users with the note manager ticket can create note templates. When creating a note with the note...

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 Locking is where Notes created in ChilliDB can be locked from modification after a period of time. This is done to protect the...

Notes

Welcome to ChilliDB support articles. This section is a walkthrough of everything under the ChilliDB notes module.

Each module in ChilliDB features an 'Actions' menu that provides module-specific choices in terms of different ways a user can interact...

When looking to edit and/or expire a note record in ChilliDB, there are a couple of options available to a user. The steps related to...

The tabs available on the Notes Details page after a contact has been created allow a user to create multiple instances of the same type...

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