TIP ARCHIVE

We all forget from time to time. That's why we have added an "EXTRAS" link for our subscribers. Once you login, choose the "EXTRAS" link from the top menu to discover our User Guide, Reporting Tool and a series of videos that explain how to use Charity Check. As always, if you still have a question, feel free to email us at support@charityck.com or give us a call at 423-647-5618.

**********************

After searching for a client, it is possilbe that your results produce a long list of individuals. To help you find your particular client faster, use the headers to sort the information. For instance, click on NAME to sort the list by the last name. Click on ZIP to sort the list by zip code, putting all of those results in geographic groups.

**********************

If you feel that your login information for Charity Check has ever been compromised, we encourage you to reset your password. This can easily be accomplished by choosing the "My Account" link once you login in to your Charity Check account. Simply edit the "password" and "verify password" sections and then click "Update User." Your new login information will now be requirred the next time you login.

**********************

Since changing over to our new system at the beginning of 2009 and allowing a search by last name, some users have noticed what appear duplicate clients. This can occur for a few reasons, but it mainly boils down to users adding a client before thoroughly searching for them. In any event, if you believe you have found a duplicate client, we have the ability to merge the records and delete the duplicate record. When this issue arises, simply email us with a brief description of the client along with the last five digits of their SS#. We will take a look into the situation and merge the records for you if that seems to be the appropriate action to take.

***********************

If you have forgotten your username and password, the quickest way to retreive that information is by using the "Forgot Usnerame or Password" link directly above the login box. Once the new page opens enter your registered email address in the box provided and the information will be emailed to you. While we are always glad to assist you via email or phone call, this is the quickest way to retrieve the information. NOTE: You need to make sure that your email address is always current by checking the MY ACCOUNT information once you have logged into the system and updating whenever your email address changes.

***********************

If you are searching for a client by the last five of their Social Security number, try searching by their last name as well. Some clients have been known to try and "cheat" the system by giving a different number at every agency. Since not all agencies verify the Social Security number as they should, some clients can have multiple records. Searching by the last name and comparing addresses among other information can help you detect those who are being deceptive.

***********************

With the new design updates the full Social Security number is no longer needed to add clients, simply the last five digits. It is imperative, that you gather this information from the client and do not simply "create" numbers for them. Any records that have been created with "bogus" social security numbers risk being deleted by the network administrator.

Also, be sure to update clients to the new format as they return for assistance.

***********************

When trying to search by last name for a client, a rather long list may be returned. Instead of scrolling down through the entire list, try to shorten the search by using the ct+alt+f keys. This will display another search box which will allow you to enter more search criteria, such as a first name. Simply click on "next" until you have found the record you want or eliminated all other possibilities.