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Getting Started
Getting Started
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11 articles in this collection
Written by
Isaac Simon
and
Kyle Minckler
Introducing CharityTracker Pro + Oasis Insight Pro
Written by
Isaac Simon
Updated over a week ago
Steps to set-up a new Assessment field using the [Assessments] feature.
Written by
Kyle Minckler
Updated over a week ago
How do we determine what other agencies/foundations/orgs use Charity Tracker?
Written by
Kyle Minckler
Updated over a week ago
What is CharityTracker?
Written by
Kyle Minckler
Updated over a week ago
Are there any report examples I could see?
Written by
Kyle Minckler
Updated over a week ago
Is there a Spanish version of the Release of Information (ROI) form?
Written by
Kyle Minckler
Updated over a week ago
Can We Create Our Own 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?
Written by
Kyle Minckler
Updated over a week ago
How would you suggest we promote to other community agencies and churches to partner together?
We can provide a webinar-style demonstration for a community.
Written by
Kyle Minckler
Updated over a week ago
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.
Written by
Kyle Minckler
Updated over a week ago
How Can an Agency Join My Network?
What steps can I take to get other agencies in my community connected on my collaborative network?
Written by
Kyle Minckler
Updated over a week ago
What are the available keyboard shortcuts?
Is it possible to use/enable keyboard shortcuts to navigate through the system, especially when adding a case?
Written by
Kyle Minckler
Updated over a week ago