Our Blog from Simon Solutions

We are continually upgrading CharityTracker to be a powerful, easy to use application. We love listening to our customers and are excited to announce the following features have been added:

• Reports in .CSV Format — This allows you to export your records in a file that can be opened in Excel. In Excel, you can make whatever report you need to.
• Pre-Filled ROI Form: In the “Add New Case” dialog, fill in the case information. Before you click “Add”, press the “Release of Information Form” link to print out an ROI that is automatically filled with the case information.
• My Agency’s Cases and Assistance: New to the “My Agency” tab is the option to view a list of all the cases you’ve helped and assistance you’ve provided.
• Auto-Tabbing: Now you don’t have to use the “Tab” key when typing date of birth, social security number, phone number, etc. We will continue to improve the tabbing in CharityTracker.

Have a great idea that could improve CharityTracker? Shoot us an email letting us know your idea. We can’t guarantee that all feature requests will make it into CharityTracker because what works for you might not be beneficial for the rest of the CharityTracker community. However, we can assure you that we will thoroughly review your idea.

You can learn how organizations all over the country are working together to reduce duplication of services in their area at http://www.charitytracker.net