Video Tutorials

Step-by-step video tutorials

Kyle Minckler avatar Isaac Simon avatar Joey Yarber avatar
17 articles in this collection
Written by Kyle Minckler, Isaac Simon, and Joey Yarber

Add Multiple Assistance Feature

A demonstration video of printing a client roster and using the "Add Multiple Assistance" feature
Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago

How to log in for the first time

This video will show you the steps involved in logging into CharityTracker / Oasis Insight for the very first time
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

How to recover your password

If you have forgotten your password, this video will show you how to create a new password
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

How to add a Bulletin

Adding a bulletin is a simple way to instantly to communicate with your entire CharityTracker / Oasis Insight community
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

Working with Cases

This video with show you the different aspects of working with cases in CharityTracker / Oasis Insight
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

About the My Agency tab

Learn about the different sections of the My Agency tab, including creating reports
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

About the Agencies tab

Learn how to find other Agencies and Agents in CharityTracker
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

How to change your password

This video will walk you through the steps to change your password
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

Send a CharityTracker invitation

It's easy to send an automatic email inviting an organization to join your CharityTracker network
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

About the Admin tab

This video covers each section of the Admin tab.
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago