All Collections
Getting Started

Getting Started

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

Isaac Simon avatar Kyle Minckler avatar
9 articles in this collection
Written by Isaac Simon and Kyle Minckler

Introducing CharityTracker Pro + Oasis Insight Pro

Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

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

Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago

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

Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago

What is CharityTracker?

Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago

Are there any report examples I could see?

Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago

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

Kyle Minckler avatar
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?
Kyle Minckler avatar
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.
Kyle Minckler avatar
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.

Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago