Getting Started

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

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 this week

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 this week