CharityTracker Reviews - Page 2

Charity Tracker is easy to use, regardless of your computer skills. Someone who has very little knowledge of computers and data entry can easily be trained on this software. This is very handy as a non-profit, because many times an unpaid team member is using the system, and they are not always well trained. Charity Tracker makes tracking of services for clients very easy as well. It is great...

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Although Charity Tracker can run reports, the reports are not as sophisticated as I would like to see them be. We use the data collected by Charity Tracker to assist in grant writing, and there are times that I can not manipulate the data in the manner needed to get exactly what I need. Also, the data is only as good as the quality that is entered. I would like to see a feature that tells you...

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Charity Tracker is valued asset to any community willing to put forth the effort into making the program work in their community. As a case manager for 10 years - Charity Tracker has been a part of our community for the past 4 or 5 years, paid for through our local United Way office and it is money well spent! I was fortunate to be on board when Charity Tracker was implemented in our community and...

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Limited to service areas - all communities should have this program - would be helpful to be tied in with other Charity Tracker communities across the state.

I like how easy it is to use. We utilize a lot of volunteers at our organization, many of which are with us one day a week or even a month. The straight forward nature of the software helps to ensure these volunteers have little difficulty using the software even if they have not accessed it recently. I also like that it is a shared case management software so members of our organization can not only see assistance and notes entered by our organization but other local organizations as well.

I wish there were more layers and higher capabilities related to the report pulling functions. I do most of the reporting for our organization and very often I have to pull multiple reports, export them to excel, merge them into one document, and edit them to get the report I need. More detailed and higher level reporting options would make this task less cumbersome. I also wish it was HIPPA compliant. We provide some medical services at our organization and because Charity Tracker is not appropriate for health related information we are required to do double entry. Also very often if a medical clients is accessing outreach services or vice versa you do not get the full history since some information is in Charity Tracker and some is in our medical software.

We have used CharityTracker for several years. I love that we are able to share information about how we have helped people in our community as well as see how other organizations have helped too. The alerts and notes are great tools. I can't imagine running a ministry that assists approximately 40 families per week without CharityTracker.

Nothing. We love CharityTracker and would recommend it to any organization or church that is doing benevolent ministries in their community.

I like that all of the buttons are easily identified and large enough to see to access different parts of a client's file. I like that you can link profiles together so we can keep track of multiple people who use our services who are connected or identify potential problem people linked to a client. I like how the client's identifying information is easy to read as soon as you look at their profile.

I don't like the way the Release of Information feature is set up. I wish it was a fill in form that we could input who the ROI is filled out to, so that if someone calls into the front desk they know whether they can confidentially speak with that person or not versus having to pull the physical file and call back. It would be nice to be able to either fill out a form format or scan in our ROI form....

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Previously, we were keeping all our assistance applications in notebooks and carting them around in a big cart from place to place so we could refer to them when clients applied for assistance. They were big and bulky and not always dependable. With Charity Tracker, everything is accessible with the touch of a finger and all involved can access it from various places at the same time. The ease and dependability of this program has revolutionized our Caring and Sharing program. I value the Notes section greatly because we can include information that we could never pull from memory down the road and it has saved us from being taken advantage of many times.

Actually, I can honestly say there is nothing that I dislike about this software. It fulfills all our needs and more. People from various organizations have visited my office to check it out.

Ability to view and cancel gives new users confidence to 'look' through the system. For folks that only have to input new and/or update data, the users feel confident because the software is not written in 'computerese'. Although I cannot get all the reports that I want as an administrator, the system has a large a variety of reporting options.

The lack of auto-population affords more opportunities for mistakes/keystroke errors. There are nuances to every software and because we did not have adequate training there has been too much 'learning on the job' when we are dealing with reports and data that impact grant requirements. There is verbiage that is confusing and used in different ways i.e. 'Show Assessments' in Projects versus 'Assessments' and Services/Assistance/Categories (with all three overlapping/conflicting when using). There are categories that have to be reflected under and agency's services which are (either one or both) used when you want to request or input an Assistance.

I like the functionality of what we can track, reports, and client data. This program tracks names, DOBs, household members, visits, amounts given, income and expenses, relationships, and services received. We use this data to collect demographic information on what our needs are, how we are serving these needs, and comparison to other organizations, comparison from year to year, and reconciliation with our financials. This also allows us to keep notes on clients and repeat visits to see if our programs are making a difference long-term, or if we are seeing the same people repeatedly.

Sometimes the server crashes. I would also like to see the addition of a feature that would bring up potential matches of data when things are misspelled. Right now, typos mean that a case might not come up even if there is already one created.

CharityTracker is very user friendly. Most people can use the software. The HELP desk and customer service are amazing and provide everything you need. It has an excellent reporting feature and the flexibility of customized reports is very helpful. The data it can provide has helped our community make many program decisions. The Bulletin Feature provides a very efficient and effective way for us to communicate community information. It can be used during a disaster to get information out to the community about where services are available. It has an incredible capacity!!!

I believe there is much more we could do with CharityTracker. It would be great to see how other communities use it and what features have been created for them.

The ease to customize to our agency needs and ease to use. Extremely supportive staff and tech people. Knowledgable. Able to adapt and make changes as our agency needs and services have grown. Affordable. Ability to network with other local service providers has strengthened our partnerships and ability to recognize clients with multiple needs.

The reports are not as adaptable, changeable, or as flexible as needed when making statistical reports for multiple funders all requesting different information. Not all networked agencies are as professional as others and not always confident they are confidential or nonjudgemental with clients. Would be nice to select which members in a network see all of our information, while limit what some others can see. Feel the need to protect those seeking help from judgement .

Charity tracker enables our department to safeguard the effective use of our resources to meet the needs of our community because we can easily accessthe information regarding how we have assisted a client in the past as well as important information on the resources which have already been provided by other local agencies.

The search process is not as effecient presently as it has been in the past making it necessary to sometimes search through 15-20 pages of names to find a name which should have popped up when the name was typed into the search box.

Everything! Couldn't ask for better quality service from Simon Solutions.

Over the past several years we have suggested small changes and the changes were made. So I don't have any complaints. But I wish we could get everyone in Transylvania County on board. If all agencies were also inputting data into Charity Tracker we could get better statistics about gaps in services. I think the price is a barrier for some of the smaller non profits.

There isn't much I don't like about Charity Tracker, I wish the outcomes tab was more user friendly because I would love to track my client's outcomes. Also, we should be able to change the date of assessments to reflect the date the assessment was completed. Case Managers don't always have the time to submit the assessments the same day they were completed.

Assessments. Please allow for us to enter the same date the assessment was completed, sometimes that means back dating the system

Charity tracker is easy to use and easy to teach to our volunteers who have limited computer experience. We have not only used it as our in-house client data base but are administrating a Network in our community with several other non-profits. It has made it so much easier to share information with other agencies about clients and immediate needs.

We would like for other agencies in our area to join our network and use this software, however, the current software some are using for this purpose is either written or endorsed by a parent company for their use. Using Charity Tracker would require them to double enter their records.

Because CharityTracker is an online platform, it was the perfect fit for our business model. The ease of use, and ability to allow our remote staff to work from anywhere was our first priority for we were remote prior to the pandemic. Also, when their "pro" features were launched, that made it even better. The pro version includes a text feature that allows us to communicate with all of our clients with just a push of a button. We simply type the message that we need to send, or reminders, etc.. and send it out. For our clients who have landlines, the message will be read to them. lt's really amazing.

In the future, I'd love to see a cleaner layout and maybe just a little bit more intuitive, but this doesn't take away from how great it is.

Charity Tracker is a great communication tool with other non-profits & benevolence programs in the community. We have volunteers and seniors that work in office and program is easy to navigate and use for our part-timers. The reports we can generate have helped tremendously with grants and board reports. We do have outages sometimes but the support and time down has been amazing.

The signature pad that is compatible with software is not good. Very hard for me to sign and our senior citizens really struggle with it to sign. You can't see when signing pad and the pen is easy to push button at bottom of pen (right where you hold it) and messes up. Not user friendly at all. I have small fund set aside to purchase new one as soon as available!

User friendly! Customer service is awesome-quick response. Multiple users is a must for our area. We don't have to worry about back up or maintenance.

Some applications do not apply to us - may not ever use some of those features.

We like that it is easy to use and is pretty straight forward on entering information. It is very user friendly and as a non-profit it is very affordable. The Outcomes section is a great easy way for us to track our clients success. We love that we are able to print it out so that they can have a reminder at home of what goals they are working on. We also love that we can choose what information we can keep private to our agency. We also love that we could personalize assistance records to fit our needs.

Reports are sometimes inconsistent which is difficult when you are trying to get accurate information to use when applying for grants.

I like being able to see a clearer picture of client info- such as who helped, for what, and when (for instance - the client received assistance 6 months ago on rental, now back for assistance with electric - Charity Tracker provides a visual as to what other agencies have assisted, and also when assistance was not given. This is a positive snapshot that I can use to help determine where to go next. The versatility provides opportunities for better client assistance.

The Charity Tracker software for "SEARCH ENGINE' is cumbersome to actually search for clients with common names and is prone to allow duplicates to be added constantly. Sometimes confidentiality can become a concern when it come to clients personal info.

How easy it is to use and how easy it is to teach someone to use. It is a forgiving program, but the best part is that the only person who can delete anything is the Network Admin. Also it help non-profits be better steward with the funding they receive.

Sometimes we don't get all the information that we are needing from a report. It might be user error or the system is not giving us the information we tell it we need.

The ability to track clients relationships, services received, and dates of visits with a quick and simple search is extremely helpful. Also, creating reports is simple yet comprehensive. These features allow us to work with our clients efficiently as well as to work with other agencies to help solve more complicated problems.

1. Sometimes when you search a persons name they are not the first (or even among the first) people to show up. Even if their name is spelled correctly, for some reason other names come up, its weird. 2. When you enter the name, date, ss#, etc. in a search, then use that information to start a new account, some of the information you inputted into the search doesn't automatically populate on the fields for making a new account.

Navigation of the software is as easy as navagating a common webpage. History of modifications eliminates the chance that another agency might update (and loose) an address or phone number that you need. The Alert system is very helpful for quickly communicationg to other agencies.

That every agency in the whole community isnt using it!

Outcomes allows us to track goals and next steps of the people we serve. Everything is easy to access and fast. It is succinct. Having a photograph is very helpful. We appreciate that it is password protected. The email five days before a next step is due is very helpful. We like being able to limit some Notes just to our organization. It is free because Trident United Way pays for us to use Charity Tracker Plus. We have about 100 users.

The reports section is very complicated and we don't think it helps us measure progress in Outcomes and relate Outcomes variables to other variables such as those in personal Data.