CharityTracker Reviews & Product Details - Page 3

I use Charity Tracker five days out of the week. I work for a non-profit and it requires all of our data base to be completely confidential. I love how easy it is to use. In the beginning, it did take getting used to our old system. However, I feel it is a really reliable system. Also, our grants change, meaning, new information needs plugged in. Our director contacted Simon Solution and they quickly added the needed data. Charity Tracker isn't a one-size-fits-all. It is very customizable to your specific needs. Customer support is always good. Anytime we have had an issue Simon Solutions were always willing to help. Review collected by and hosted on G2.com.

I don't have any dislikes per se. Sometimes the system does seem to lag and it doesn't load as fast as it should. I wish the time-out option was a little different. I have lost several notes because when I hit the button, it wouldn't allow me save my case note. Review collected by and hosted on G2.com.

Allows as much documentation you find needful to include and what agencies can view it. It allows for this type of documentation to be kept safe. Most clients don't like asking for assistance the last thing we want for them to experience ashamed if informtion got in to unauthorized hands. It also allows documenting those who may be abusing the system. Review collected by and hosted on G2.com.

Better report formatting for printing puposes. Such as, to have the capacity to print our notes and the client name, documentation only, for another agency.

We have used Charity Tracker for some years now, and I would have to consider what upgrades would be needful. I like it, and it serves a great purpose. Only other thing that comes to mind, I wish there were more agencies serving the homeless included on the listed agencies. Review collected by and hosted on G2.com.

Categories are super clear and naturally progressive for data entry. Lots of options for capturing accurate profile information: example: race: (black) and (white), partial ss number.

I love that there is a community message board for members to post resource information, needs, openings, etc. The recent cases/recent searches are also helpful. Review collected by and hosted on G2.com.

I've used other HMIS systems, and maybe some kind of a "double check" feature to safeguard against duplication. I've typed in a name that already existed, but different birthdate, so I'm trying to check both the name and birthdate now before finalizing a new entry. Review collected by and hosted on G2.com.

I like that it is user friendly. The tabs are clear and easy to find. Client information is very easy to update, add and edit. Review collected by and hosted on G2.com.

I'm not sure I dislike anything, however, something that may be a good addition to CT is while adding someone new with their name and info, if there is already a client with that info, having their information pop up (and verify or deny that is the client being added) to avoid duplicate accounts. Review collected by and hosted on G2.com.

It is pretty fast & easy to locate clients. This helps us work together & be able to quickly communicate with other agencies who may also be assisting w/ needs. It also helps prevent abuse of the charitable organizations. Review collected by and hosted on G2.com.

While I have checked into the FAQ section & the videos it would be handy for some users to have a "cheat sheet" to have on hand to look at quickly rather than getting out of the screen & changing to another to look for the answer. Review collected by and hosted on G2.com.

CharityTracker provides the framework for any volunteer, organization, and/or business to have access to real people who are in real need. The reports, profile information and onboarding process are simple, easy to implement and have various functionalities. As a volunteer, I need to use it frequently, and it is the perfect guide to supporting and checking in residents. Review collected by and hosted on G2.com.

CharityTracker the pros far out way the cons, but one con is that it can be slow to load and the search functionality can be difficult. Review collected by and hosted on G2.com.

The program is customizable and automated. I love that all documentation can be stored, along with notes, appointments, etc in one place. We used to make copies, have file cabinets filled with documents. I like all the opportuity for assessment, alerts, notes, documents, appointments. Greg Hammond has be extremely helpful whenever I have asked a question or inquired of customization. Very pleased and thankful for this program. I also enjoy that I can access it anywhere: work and home. Review collected by and hosted on G2.com.

There really isn't much I don't like. I liked the Kiosk, documents didn't always upload when a client filled out the form. We tweaked our way of doing things so that resulted in this not being an issue. We are currently NOT using the kiosk on our website. I am meeting face to face with clients and gathering their information on CT so that I am getting exactly what I need. With the Kiosk they weren't always providing what I needed, and I spent much time chasing them down seeking documentation to back up what they were seeking assistance for. We just made this change a few weeks ago. Review collected by and hosted on G2.com.

I am an advocate at a Habitat branch in the northeast where I work with the immigrant community. I've had a positive experience with Charity Tracker, though there is some room for improvement.

I use it everyday for client management. I found it easy to learn, but that's also because I'm a digital native. Older colleagues haven't all been that succesful.

I have never contacted customer support so I wouldn't be able to comment on how good it is or not. Review collected by and hosted on G2.com.

My older colleagues are finding it harder to use and learn. Maybe adding a "guided tour" that shows step by step how to do things like adding new people to the tracker would be useful.

Personally, I've had trouble avoiding creating duplicate accounts. The system only looks for exact matches so sometimes when a name is misspelled the system doesn't warn us about duplicate accounts. I also wish the system would merge duplicate profiles with more ease. As far as I'm aware it hasn't been doing this. Maybe a function where it would suggest which accounts to merge would be a good idea.

Another thing that would be nice would be the option to search people by the service they've received. Review collected by and hosted on G2.com.

Charity tracker has the most useful information. There is nothing that I have searched for on behalf of my clients that I haven't fuond in their system. The people I have dealt with have all been super nice and accomodating. I've also been able to help other agencies fulfill their needs. Review collected by and hosted on G2.com.

It took me a while to get used to all nof the features. Now that I haave, there isn't anything I dislike. Review collected by and hosted on G2.com.

The tracking and reports of how we have helped, the ability to look up past cases across all 8 of our locations, how it integrates with other organizations across the city to see who has helped and how so we can better aid people, and the legal features for Release of Information. It has been something we used for many years. It is easy to use and teh customer support has been great. Review collected by and hosted on G2.com.

If more people in the city used Charity Tracker, we could help people more, have more accurate information about what organizations do what, catch peole who are trying to abuse the system sooner. The entrace cost and starting up can be very intimidating for new businesses. Review collected by and hosted on G2.com.