Simon Solutions

Introducing CharityTracker Pro + Oasis Insight Pro

Steps to set-up a new Assessment field using the [Assessments] feature.

How do we determine what other agencies/foundations/orgs use Charity Tracker?

What is CharityTracker?

Are there any report examples I could see?

Is there a Spanish version of the  Release of Information (ROI) form?

What if we don't want to use the provided release client consent form, can I upload my own form?

Can We Create Our Own Release of Information (ROI) Form?

We can provide a webinar-style demonstration for a community.

How would you suggest we promote to other community agencies and churches to partner together?

We are concerned about training our volunteers to use this program in the field. Most of our volunteers are over 70 and some are not computer savvy.

What steps can I take to get other agencies in my community connected on my collaborative network?

How Can an Agency Join My Network?

Is it possible to use/enable keyboard shortcuts to navigate through the system, especially when adding a case?

What are the available keyboard shortcuts?

Kyle Minckler

Isaac Simon

New to CharityTracker / Oasis Insight? Click here to get started.

Getting Started

Phone Support  (M-F 8-5 Central) - 888.764.0633

support@charitytracker.net

support@oasisinsight.net

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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