Getting Started

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

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11 articles in this collection
Written by Isaac Simon and Kyle Minckler

Introducing CharityTracker Pro + Oasis Insight Pro

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Written by Isaac Simon
Updated over a week ago

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

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Written by Kyle Minckler
Updated over a week ago

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

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Written by Kyle Minckler
Updated over a week ago

What is CharityTracker?

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Written by Kyle Minckler
Updated over a week ago

Are there any report examples I could see?

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Written by Kyle Minckler
Updated over a week ago

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

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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?
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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.
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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.

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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?
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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?
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Written by Kyle Minckler
Updated this week