Simon Solutions

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

support@charitytracker.net

support@oasisinsight.net

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

Try using different keywords or checking for typos.

No tickets found

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

English

This video teaches you how to set up and use Client ID Cards as well as set up assistance 

 to greatly reduce data processing times… Barcode Scanners – To Scan client ID Card and assistance 

:… Zebra Symbol LI4278 Wireless Barcode Scanner (Will Scan 

 mode when scanning ID Cards?… Within the manual will be many types of special 

 that can be scanned to configure the settings

 used to auto-populate a custom signature on the signature capture screen of CharityTracker/Oasis Insight… You can download the 

COVID-19" below.… For more information about using Client ID cards and 

Client ID’s (Printing Multiple ID Cards) 48:21 
Barcode Scanning and Client ID’s (Third-party 

… 49:01 
Barcode Scanning and Client ID’s (Assistance 

) 50:04 
[My Agency] Tab 54… “Assistance” Sub-tab 55:18 
[My Agency] >> “Categories” Sub-tab 55:37 
[My Agency] >> “

Watch Now: Oasis Insight Training Video (~90 mins)

creating a barcode called "Daily Check-In" to be used with a barcode scanner ([My Agency] tab >> [

Is it possible to create a virtual queue for in-person visits?

connection for scanner-iPad connection, you will still not have a pleasant experience with our 

Can we use Apple iPads to access the system?

” Sub-tab (53:13) ​ 
[My Agency] Tab (56… Mode (49:17) 
Client ID Cards (50:01) 
Avery Multiple ID Cards (50:46) 
Third-party 

… Cases” Sub-tab (57:23) 
“Assistance” Sub-tab (57:44) 
“Categories” Sub-tab (58:03) 
“

Watch Now: CharityTracker Pro Training Video (~2 hr)

PDF https://simon.d.pr/i/XH4f0k 
Cases w/ 

) 
Excel… the CharityTracker or Oasis Insight support: 
Multiple ID Card (Avery 8371) 
Cases Report (

Luckily, most issues are solved by scanning a special 

resets your scanner, so let's start there:… The Symbol LI-4278 is a wireless 

consider implementing ID cards or try out our most recent barcode scanning feature: third-party 

What can I do about duplicate cases in the database?