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FAQs & Troubleshooting
FAQs & Troubleshooting
Forgot your password? Need to give someone access? Find answers in this collection
+2
193 articles in this collection
Written by
Isaac Simon,
Kyle Minckler,
Greg Hammond
and 2 others
Is it possible to create a virtual queue for in-person visits?
Process for creating a daily check-in list and working from that queue to clients for a first-come-first-serve organization.
Written by
Kyle Minckler
Updated over a week ago
How do I re-enable an Agent whose access was disabled?
Steps to reactivate a user/agent that has previously been disabled.
Written by
Kyle Minckler
Updated over a week ago
Can we e-sign within the system?
How can digital signature from clients be collected within the system?
Written by
Kyle Minckler
Updated over a week ago
How does the "Poverty Guidelines" feature work?
Can the system compare a household with the U.S. Federal Poverty Guidelines to determine eligibility?
Written by
Kyle Minckler
Updated over a week ago
Kiosk - Testing Remote Link
Written by
Greg Hammond
Updated over a week ago
Steps To Build Services Directory & Mock Referrals
Written by
Kyle Minckler
Updated over a week ago
Not Receiving Email Notifications
Are you not receiving email notifications from us?
Written by
Greg Hammond
Updated over a week ago
SMS and Email Notifications for Appointment Reminders
What do the notifications look like that clients receive?
Written by
Kyle Minckler
Updated over a week ago
Agent Audit - Activity for a Particular Staff Member
I would like to run a weekly report filtered by "Agent" so that I can see the activity separated out by each team member. Is this possible?
Written by
Kyle Minckler
Updated over a week ago
How are Counties added?
I would like to add/remove counties on the [Add New Case] intake screen.
Written by
Kyle Minckler
Updated over a week ago
Printing Labels
How to use the "Multiple ID Card" report to print sticker labels.
Written by
Greg Hammond
Updated over a week ago
REPORTING ON NOTES
How to run a report on information in the [Notes] tab.
Written by
Greg Hammond
Updated over a week ago
[HMIS] Current Living Situation Ver. 2
There's a new way to record current living situation in CT HMIS.
Written by
Isaac Simon
Updated over a week ago
Release of Information Case Lockout
Is there a setting that forces cases to have a verified ROI in order for users to view/edit the Case?
Written by
Greg Hammond
Updated over a week ago
Client Broadcasts - Text Replies
What happens when a client replies to a mass text?
Written by
Greg Hammond
Updated over a week ago
OUTCOMES EMAIL NOTIFICATIONS
How to set email notifications for "Outcomes" goals
Written by
Greg Hammond
Updated over a week ago
How do I change an agency-specific category to "global" so that all agencies can use the category?
There is an assistance category that was added by an agency in my network but I would like that agency-specific category to be made global.
Written by
Kyle Minckler
Updated over a week ago
How do I move an agent to another agency?
There is an agent/user that was added under one agency but needs to be moved over to another agency in my network. How is this done?
Written by
Kyle Minckler
Updated over a week ago
ADVANCED PASSWORDS
The details of using "Advanced Passwords"
Written by
Greg Hammond
Updated over a week ago
Mobile Hot Spot + Device Recommendation for Use "Out in the Field"
What are the recommendations for use in the field without WiFi connectivity? Mobile hot spot? Recommended device?
Written by
Kyle Minckler
Updated over a week ago
Using Bed Management
Steps to successfully use the "Bed Management" feature.
Written by
Kyle Minckler
Updated over a week ago
How to use the Auto-Signature Barcode
Use a special barcode used to auto-populate a custom signature on the signature capture screen of CharityTracker/Oasis Insight
Written by
Isaac Simon
Updated over a week ago
Duplicate Case Search
What determines a possible duplicate case?
Written by
Greg Hammond
Updated over a week ago
Can it be used on a Chromebook?
Written by
Kyle Minckler
Updated over a week ago
Deceased Clients
Written by
Greg Hammond
Updated over a week ago
How do I mark a client as Deceased?
A client's case file can be marked to show that the person has died.
Written by
Joey Yarber
Updated over a week ago
ROI Expiration Date Report
How do I get a list of clients and their ROI expiration date?
Written by
Greg Hammond
Updated over a week ago
How can I Upload A Scanned Copy of the Paper Release of Information Form?
If you have been capturing client consents on a paper copy of the ROI, you can upload a copy of the document with the PLUS level of service.
Written by
Kyle Minckler
Updated over a week ago
Kiosk/Remote Intake Frequently Asked Questions (FAQ)
Written by
Kyle Minckler
Updated over a week ago
How to use Kiosk Mode
[BETA FEATURE] Let your clients securely perform their own intake on-site on an iPad, Desktop, or Laptop computer.
Written by
Isaac Simon
Updated over a week ago
How to send out a Client Broadcast
Client Broadcasts lets send SMS (Text) and Voice (Text-to-Speech) messages to your clients
Written by
Isaac Simon
Updated over a week ago
I keep getting booted out of my session.
When I log in and try to add a case, why do I get booted out?
Written by
Greg Hammond
Updated over a week ago
Birthday Report
How to run a report with a list of clients to include their birthday.
Written by
Greg Hammond
Updated over a week ago
Assistance Category: Archiving
What exactly happens when I archive an assistance category?
Written by
Greg Hammond
Updated over a week ago
Funding Sources
How do I add funding sources?
Written by
Greg Hammond
Updated over a week ago
How do I add new assistance categories? Part 2
Understanding the available functionality when adding assistance categories.
Written by
Greg Hammond
Updated over a week ago
Internet Browser - clearing the cache
Sometimes, clearing the cache will clear up performance issues.
Written by
Greg Hammond
Updated over a week ago
Agent Permissions
Can an agent's permissions be adjusted?
Written by
Greg Hammond
Updated over a week ago
How do I Add/Edit the “Funding Sources”?
Written by
Kyle Minckler
Updated over a week ago
Huion Signature Pad - 420
Proper set-up for Model #420
Written by
Greg Hammond
Updated over a week ago
Offline Tool Error
My Excel file is uploading only part of the assistance records.
Written by
Greg Hammond
Updated over a week ago
Merging cases
What happens to relationships when a 2 cases are merged?
Written by
Greg Hammond
Updated over a week ago
When I try to log in, the screen resets.
Login Issues
Written by
Greg Hammond
Updated over a week ago
Is there a way to track donors and donations?
We would like to be able to record and report the donors and the donations we've received.
Written by
Kyle Minckler
Updated over a week ago
Is there a way to track volunteer hours?
We would like to be able to record and report the hours that our volunteers have worked.
Written by
Kyle Minckler
Updated over a week ago
How are feature requests handled by the development team?
Written by
Kyle Minckler
Updated over a week ago
Regarding multiple adults in the household. Does only the head of household sign an ROI or should we get one for all adult members?
Written by
Kyle Minckler
Updated over a week ago
Is there a mobile app available?
Written by
Kyle Minckler
Updated over a week ago
Is your solution HIPAA Compliant?
Written by
Greg Hammond
Updated over a week ago
Is there an ID card printer that is compatible for printing client IDs?
Written by
Greg Hammond
Updated over a week ago
We have a problem with parents claiming others people’s kids as their own. What can we do to work through this challenge?
Written by
Kyle Minckler
Updated over a week ago
Can Kiosk Mode display in different languages other than English?
We have clients that speak other languages and it'd be helpful for kiosk mode to be translated from English to their language.
Written by
Kyle Minckler
Updated over a week ago
What is the procedure to recover data if needed? How soon after a request could we get the data?
Written by
Kyle Minckler
Updated over a week ago
If we ever needed to recover our data how long do you keep backups, i.e. how far back could we go?
Written by
Kyle Minckler
Updated over a week ago
When creating a demographic, what does "household demographic" check-box do?
Written by
Greg Hammond
Updated over a week ago
Symbol LI-4278 Barcode Scanner Issue
Scanner not scanning. No green light on base. Won't scan ID card.
Written by
Isaac Simon
Updated over a week ago
Can A Report be created for an individual Case?
Written by
Kyle Minckler
Updated over a week ago
What do the email notifications that are sent look like?
Provided screenshots for the notification emails that are generated and sent from CharityTracker/Oasis Insight.
Written by
Kyle Minckler
Updated over a week ago
Barcode Details for Ordering ID Cards/Labels
Interested in ordering your own barcode ID cards from another company? Here are some details you might need:
Written by
Greg Hammond
Updated over a week ago
Is information shared in real time?
Written by
Kyle Minckler
Updated over a week ago
What does the term "dependent" means when adding a Relationship?
Is it a legal term (like in tax law where "dependents" can be claimed?) or is it just the word that the developers opted for.
Written by
Kyle Minckler
Updated over a week ago
Printing Client List/Roster
Here's how to run a report and print out a list of your clients.
Written by
Greg Hammond
Updated over a week ago
Has there been any questions about adults signing releases on behalf of other adults in the household?
Written by
Kyle Minckler
Updated over a week ago
Can we see total number of assistance visits and total $ of assistance by category for each case/client?
Example, total # of times we've helped with rent and total amount of rent
Written by
Kyle Minckler
Updated over a week ago
Touchscreen Signature Issue
Google Chrome - Touchscreen not capturing signatures
Written by
Isaac Simon
Updated over a week ago
Can we set a default for the assistance unit?
Written by
Kyle Minckler
Updated over a week ago
If we have a client that leaves our service, how do we make their Case reflect that?
Written by
Kyle Minckler
Updated over a week ago
Is there an option to select Same as Street Address for Mailing Address?
Can Street Address be copied over to Mailing Address?
Written by
Kyle Minckler
Updated over a week ago
Demographics (Custom Case Fields)
Adding Demographics to Cases
Written by
Greg Hammond
Updated over a week ago
REPORTING ON ALERTS
How to set up a report that shows cases with "Alerts"
Written by
Greg Hammond
Updated over a week ago
How do I print notes?
Does Charity Tracker allow for printing of notes in a record? If so can you give me a written tutorial of how to go about doing that?
Written by
Greg Hammond
Updated over a week ago
ADMIN REPORT: Agencies and Categories Used
How can I run a report that gives me a list of agencies and the categories they have used?
Written by
Greg Hammond
Updated over a week ago
What is the average response time for customer support?
Average response time.
Written by
Kyle Minckler
Updated over a week ago
How do we move an agent (user) from one agency to another?
I have an agent at one agency that is moving to another agency. How can I get this person moved?
Written by
Kyle Minckler
Updated over a week ago
Can your system be used to generate mailing labels?
We would like to print mailing labels with client names and addresses from the system. Is this possible?
Written by
Kyle Minckler
Updated over a week ago
What is the required password length?
Password length is currently set at 6 characters, can that be changed if we opt to do so?
Written by
Kyle Minckler
Updated over a week ago
Importing with Offline Tool
Here's how to use the Offline Tool to import assistance records into CharityTracker or Oasis Insight:
Written by
Greg Hammond
Updated over a week ago
Do we have a speed baseline/time estimate for entering a case and recording an assistance record for a client?
Written by
Kyle Minckler
Updated over a week ago
What is the promised customer support after we launch?
Written by
Kyle Minckler
Updated over a week ago
Adding/Editing/Deleting Units
How to add a new unit, or edit/delete an existing unit.
Written by
Greg Hammond
Updated over a week ago
Can we add in any custom branding or logo?
Written by
Kyle Minckler
Updated over a week ago
Editing Relationships
How do you change a relationship in a household?
Written by
Greg Hammond
Updated over a week ago
Is the data from the reports exportable? If a community discontinues using this system in the future, what happens to the data?
Written by
Kyle Minckler
Updated over a week ago
Is the system legal?
Written by
Kyle Minckler
Updated over a week ago
Release form (ROI): What happens when children turn 21 or there are custody changes? - Divorce etc...
Written by
Kyle Minckler
Updated over a week ago
Is the system SOC II approved?
Written by
Kyle Minckler
Updated over a week ago
If a data breach happen, do you have a notification protocol for the people affected?
Written by
Kyle Minckler
Updated over a week ago
CharityTracker Brochure
Link to download or print electronic version of the CharityTracker brochure.
Written by
Kyle Minckler
Updated over a week ago
What is the difference between Charity Tracker and Oasis Insight?
Written by
Kyle Minckler
Updated over a week ago
If there is a staff turnover, say I left or was promoted, and someone filled my position, does that new person have to obtain a new license/account?
Would my account be terminated and a new account would be created for the new employee?
Written by
Kyle Minckler
Updated over a week ago
What is the difference between an assistance category and a service?
Written by
Kyle Minckler
Updated over a week ago
We have a concern about client confidentiality - Do we need consent or authorization to share client information with other agencies?
Written by
Kyle Minckler
Updated over a week ago
How are the community dashboard numbers calculated on the home tab?
Written by
Kyle Minckler
Updated over a week ago
How much flexibility/customization is there in creating the intake application?
Can the program be customized to fit our intake and program needs?
Written by
Kyle Minckler
Updated over a week ago
I am leaving my position - How do I change the primary contact on my account?
Here are the steps to replace yourself with another person who will need access to the system in your place.
Written by
Kyle Minckler
Updated over a week ago
How do I verify an release form (ROI) on a new case?
Written by
Kyle Minckler
Updated over a week ago
Can you create graphic reports like circle charts?
Can the reports generate graphs, pie charts?
Written by
Kyle Minckler
Updated over a week ago
How Do I Update My Billing Information?
How can I change or update my credit card on file?
Written by
Kyle Minckler
Updated over a week ago
I have a fixed value per item I distribute. If I change the fixed value per item will it change all assistance under that category both past and future?
I have a question about changing the dollar value of assistance.
Written by
Kyle Minckler
Updated over a week ago
Where can I access all Case Studies?
How are other organizations using the system?
Written by
Kyle Minckler
Updated over a week ago
I noticed you periodically host webinars that might be useful to non-profits. Is there an archive we can access to view the older sessions?
Written by
Kyle Minckler
Updated over a week ago
As part of our required reporting, we track new and returning clients? Would like to be able to pull reports specifically new clients.
Written by
Kyle Minckler
Updated over a week ago
Can you extract data points in to Excel?
Am I able to pull raw data into an Excel spreadsheet (ie. CSV format)?
Written by
Kyle Minckler
Updated over a week ago
Can the program be customized to fit our intake and program needs?
Written by
Kyle Minckler
Updated over a week ago
How much customization is possible for reports?
Written by
Kyle Minckler
Updated over a week ago
Are You FERPA Compliant?
Written by
Kyle Minckler
Updated over a week ago
How often do you roll out updates to the system?
When are upgrades and updates made?
Written by
Kyle Minckler
Updated over a week ago
If someone does NOT have the Plus, will they be able to see the documents you have uploaded?
Written by
Kyle Minckler
Updated over a week ago
Does the database record somehow which agency added the client?
Written by
Kyle Minckler
Updated over a week ago
Using the Add Multiple Assistance Feature
If you see a high volume of clients, you may wish to print a paper client roster and then enter the assistance records after a distribution
Written by
Kyle Minckler
Updated over a week ago
What can I do about duplicate cases in the database?
Written by
Kyle Minckler
Updated over a week ago
Is your system maintained in the cloud and we are able to login and access it, its not actual software that we download/PC driven?
Written by
Kyle Minckler
Updated over a week ago
What is the difference between an "Assistance Requests" Report and a "Referrals" report?
Written by
Kyle Minckler
Updated over a week ago
Report Summary Fields Explained
I am having trouble with definitions for the terms on the report summary section.
Written by
Kyle Minckler
Updated over a week ago
Can we summarize or include a brief statement in lieu of the Release of Information from (ROI)?
We have an existing client application that we'd like to amend to include a release statement.
Written by
Kyle Minckler
Updated over a week ago
Is there a blank version of the Release of Information (ROI) form I can access?
Looking to edit the existing ROI to create my own custom release to upload to my network.
Written by
Kyle Minckler
Updated over a week ago
What information is required for us to collect from the client in order to meet your terms of service?
What are the required fields on the intake form?
Written by
Kyle Minckler
Updated over a week ago
How do I add new assistance categories? Part 1
What to do if there are additional types of assistance that you wish to collect.
Written by
Kyle Minckler
Updated over a week ago
Performance check-list
Here are some things that will impact the performance of CharityTracker and Oasis Insight:
Written by
Greg Hammond
Updated over a week ago
Can users be designated with differing levels of administrative abilities?
Are there difference levels of access or access roles?
Written by
Kyle Minckler
Updated over a week ago
What is the promised confidentiality?
Written by
Kyle Minckler
Updated over a week ago
What happens to the data we enter during a trial period?
What happens to data after a free trial period?
Written by
Kyle Minckler
Updated over a week ago
Migrating Data From One Network To Another
Can I export or move my existing data and have it migrated into the new network?
Written by
Kyle Minckler
Updated over a week ago
Can "Relationships" be made a drop-down menu of set options instead of a text box to type in?
Written by
Kyle Minckler
Updated over a week ago
Can the age ranges on report summaries be adjusted to fit my needs?
In all reports totals are tallied by age groups -- typically 0-17, 18-59, 60+ -- and these can be adjusted by network administrators.
Written by
Kyle Minckler
Updated over a week ago
What does the “household member” count represent?
Written by
Kyle Minckler
Updated over a week ago
What hardware is compatible for scanning barcodes and capturing digital signatures?
Working with Client ID Cards, assistance barcodes, and capturing digital signatures requires some additional hardware.
Written by
Isaac Simon
Updated over a week ago
Can we use ipads to access the system?
Written by
Kyle Minckler
Updated over a week ago
Is it necessary to have wifi access during the distributions? We only have one distribution building with wifi.
Written by
Kyle Minckler
Updated over a week ago
What are the default data sets found in the system at the start?
Do we start from scratch with a new account or are their fields there at the start?
Written by
Kyle Minckler
Updated over a week ago
What would be the best way to archive the current data and start fresh? Is that even possible?
Can all my Cases be cleared out to start fresh?
Written by
Kyle Minckler
Updated over a week ago
Can Additional Tabs or "Sections" be Added to the Add New Case Screen?
I'm looking to add more tabs under the [Add New Case] intake screen in addition to Identification, Income & Expenses, and Demographics.
Written by
Kyle Minckler
Updated over a week ago
What is the recommended Internet connection speed?
Written by
Kyle Minckler
Updated over a week ago
What is your projected system availability (up-time) in % based on 24 hr/day, 365 day/yr access?
What stats do you have on the average downtime?
Written by
Kyle Minckler
Updated over a week ago
Is the Release of Information (ROI) signed by head of household or each member of household?
For the ROI, is this just signed by the HH or does it have to be for each person in the house?
Written by
Kyle Minckler
Updated over a week ago
Is there a way to alphabetize the clients (by last name) who are listed in a report I create?
Written by
Kyle Minckler
Updated over a week ago
How Can I See All Cases Without or With Expired Release of Information Forms?
I would like to see a list of all client Cases that either do not have an ROI or their ROI is expired.
Written by
Kyle Minckler
Updated over a week ago
How Do I Make a Client's Case Private?
I don't want to share certain clients with other agencies, but would rather make visible only to my agency.
Written by
Kyle Minckler
Updated over a week ago
How Do I Pay My Invoice with a Credit Card?
If you are an agency administrator your can pay your invoices with a credit card or debit card. Simply follow these steps:
Written by
Kyle Minckler
Updated over a week ago
How Do I Change The Name of My Network?
Steps for a Network Admin to Edit Network Name
Written by
Kyle Minckler
Updated over a week ago
How Can I See All My Cases In Alphabetical Order?
Sorting client Case files by name alphabetically
Written by
Kyle Minckler
Updated over a week ago
How To Articles
Release of Information Workflows during the COVID-19 pandemic.
Options for capturing permission for Release of Information during the COVID-19 pandemic.
Written by
Isaac Simon
Updated over a week ago
API Beta Program
Custom integrations with other software platforms. Connecting to another database.
Written by
Isaac Simon
Updated over a week ago
How to Include Specific Demographics in Reports
How to choose specific demographics to include in reports instead of having to include all demographics.
Written by
Isaac Simon
Updated over a week ago
Adding a New Agent (User) and Disabling a Current Agent (User)
Written by
Greg Hammond
Updated over a week ago
Changing Password
Follow these steps to change your password.
Written by
Kyle Minckler
Updated over a week ago
Updating or Changing Email Address
How do I change or update the email address I use to log in?
Written by
Kyle Minckler
Updated over a week ago
How do I upload documents to a Case file?
Where can I upload files? .doc, .img, .pdf, .xls, etc.?
Written by
Kyle Minckler
Updated over a week ago
How To Add A New Agency
Network administrators can add new agencies in one of two ways (see below)
Written by
Kyle Minckler
Updated over a week ago
How to export client email addresses to CSV format?
If you're collecting "email address" as a demographic field, you can include this information in an CSV report.
Written by
Kyle Minckler
Updated over a week ago
Deleting a Case
How do I Delete a Case I entered by mistake?
Written by
Kyle Minckler
Updated over a week ago
Barcode Scanning + Client IDs
You can print photo ID cards for clients you serve and use a barcode scanner to quickly open/serve a client's Case.
Written by
Kyle Minckler
Updated over a week ago
How do I reset my password?
If you have forgot your password, it's easy to reset it
Written by
Isaac Simon
Updated over a week ago
Is there an API available?
Custom integrations with other software platforms. Connecting to another database.
Written by
Kyle Minckler
Updated over a week ago
What if I lose my password or can't remember it?
Written by
Greg Hammond
Updated over a week ago
Printing a Blank Copy of the Release of Information Form (ROI)
How do I access a blank copy of the client consent form (ROI)?
Written by
Kyle Minckler
Updated over a week ago
Merging Duplicate Cases
How do I merge two Cases I see that are duplicates?
Written by
Kyle Minckler
Updated over a week ago
Deactivating An Agency
How do I disable/deactivate an agency that no longer needs access?
Written by
Kyle Minckler
Updated over a week ago
Reactivating A Deactivated Agency
How can I enable/reactivate an agency that I have deactivated in the past?
Written by
Kyle Minckler
Updated over a week ago
Can I Upload My Own Release of Information Form?
Uploading Custom Release of Information ROI form.
Written by
Kyle Minckler
Updated over a week ago
How to Change an Agent's Role
Do you need to make an agent an "Agency Administrator" or "Network Administrator"? Follow these steps.
Written by
Kyle Minckler
Updated over a week ago
Duplicate Agencies
There are duplicate agencies listed under the [Agencies] tab. What do I do?
Written by
Kyle Minckler
Updated over a week ago
Using Hardware with CharityTracker / Oasis Insight
Barcode Scanner Issues (ex. Case Not Found)
Seeing "Case Not Found" in barcode mode when scanning ID Cards?
Written by
Isaac Simon
Updated over a week ago
Recommended Digital Signature Pads
List of All Compatible Digital Signature Pad Models
Written by
Kyle Minckler
Updated over a week ago
Recommended Compatible Devices
List of All Barcode Scanners, ID Card Templates, Laminators, ID Card Printers, etc.
Written by
Kyle Minckler
Updated over a week ago
How do I add a picture on a client's Case?
The PLUS version includes client photos.
Written by
Kyle Minckler
Updated over a week ago
Troubleshooting Topaz Signature Pads
Here are some things to check if your Topaz pad isn't working
Written by
Greg Hammond
Updated over a week ago
How to use a barcode to confirm assistance in Barcode Mode
In barcode mode, rather than clicking the [Confirm Assistance] button, can there be a barcode that is scanned to confirm assistance? YES!
Written by
Isaac Simon
Updated over a week ago
General FAQ
[HMIS] FY 2022 Updates
Revised Demographics and New Data Collection Fields
J
Written by
Jason Gabriel
Updated over a week ago
Are there signup, termination, or hidden fees we should know about?
Written by
Greg Hammond
Updated over a week ago
Do you provide phone support?
Written by
Greg Hammond
Updated over a week ago
Can I import my database?
Need us to import or migrate existing data from another system?
Written by
Isaac Simon
Updated over a week ago
My Invoice Needs To Be Revised - How Do I Go About Adjusting?
What do I do when my invoice is incorrect or needs to be adjusted?
Written by
Kyle Minckler
Updated over a week ago
Can we install CharityTracker on our own server?
Written by
Greg Hammond
Updated over a week ago
Can we export our data if we don't want to use CharityTracker anymore? What format is the export in?
Written by
Greg Hammond
Updated over a week ago
Where is our data hosted?
Written by
Greg Hammond
Updated over a week ago
Who owns the data we record in CharityTracker?
Written by
Greg Hammond
Updated over a week ago
Is our data backed up in case of an emergency?
Written by
Greg Hammond
Updated over a week ago
What database engine does CharityTracker use?
Written by
Greg Hammond
Updated over a week ago
Is CharityTracker available in a language other than English?
Written by
Greg Hammond
Updated over a week ago
How does your refund policy work?
Written by
Greg Hammond
Updated over a week ago
What if I don't see the network in my area that I want to join?
Written by
Greg Hammond
Updated over a week ago
Does Simon Solutions provide training for CharityTracker?
Written by
Greg Hammond
Updated over a week ago
What is the charge for custom reports or other customizations? (outside of current functionality)
Our development team is available for custom reports and other customizations -- let us know what you need and we can provide a quote.
Written by
Kyle Minckler
Updated over a week ago
Who has access to my data?
Written by
Greg Hammond
Updated over a week ago
What are the Terms of Service?
Written by
Greg Hammond
Updated over a week ago
How long until my agency/organization can use CharityTracker?
Written by
Greg Hammond
Updated over a week ago
Database Backups
Are there database back and restore procedures?
Written by
Kyle Minckler
Updated over a week ago
Who can subscribe to CharityTracker?
Written by
Greg Hammond
Updated over a week ago
What are the system requirements for CharityTracker?
Written by
Greg Hammond
Updated over a week ago
What do I need to use CharityTracker?
Written by
Greg Hammond
Updated over a week ago
How secure is CharityTracker?
Written by
Greg Hammond
Updated over a week ago
Which browsers can run CharityTracker / Oasis Insight?
Written by
Greg Hammond
Updated over a week ago