Contacts - Advanced

Mar 11 min read

Creating Contacts without an Organisation

If most of your clients are individuals, it is possible to speed up the contact creation process by making the 'Organisation(s):' field...

Feb 271 min read

Grid Actions Menu

Every 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...

Feb 241 min read

How to Export your Contacts

Contacts can be exported from any contact listing such as search results or the Organisation page Contacts tab. To perform an action you...

Feb 211 min read

Contact Roles

Contact Roles allow you to specify information about a Contact at and Organisation at a point in time. The information held in there may...

Feb 181 min read

Bulk Updating Role Access to Contacts and Notes

The role access is controlled by the sensitivity settings, which are bulk updated by going to the "Contact Categorisation" and "Note...

Feb 152 min read

Information displayed in tooltips for Staff Tracking and Last

Accessed links Tooltips accessed via the last accessed and staff tracking panel provide a quick way to view key information and create...

Feb 8, 20221 min read

Image Size Guide for Contacts Photo

While creating or editing a Contact, you can choose to upload image against their contact card. The sizes supported by ChilliDB are: 1....

Feb 8, 20224 min read

Creating and Maintaining Distribution Lists

ChilliDB users are able to utilise the Distribution Lists module to manage their communications with contacts/organisations with regards...