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The Advanced Search Screen allows users to specify parameters such as location, list id, contribution amount, and contribution date to find specific contacts. Usesr may filter through their contributions, contributions to other campaigns, or both. Once a parameter has been selected, click The Add Button in the middle of the screen. This adds the results from the parameter to a temporary results page. The results page is automatically brought up after clicking Add or New. The New Button clears the temporary results page and only adds the results from the currently selected parameter. The View Button shows the contacts that have already been added, and does not reset the temporary results page. Users may continue to stack parameters by selecting and Adding them to the results page. Users may also filter out results from with Sub button. By doing so Users may continually refine their parameters until they reach their desired contact set.

By defualt this page is set to Specify Search Limits; this allows filtering of contacts. The All Contacts option removes the possibility of adding any parameters except those under Location and Options. The All Recipients Together option combines your contributions with the contributions on file from other campaigns.

Use this function to specify the contribution type as either an individual, PAC or entity. Here, users may also exclude dates from the search.

Specify a geographical area to filter results from your contacts. Only the selected parameter bubble will have an effect on the advanced search. Selecting one of the bubbled parameters in this section will bring up a screen immediately to the right. Within this new screen specify which values to incorporate by issuing "check marks". Additionally, issuing a check mark on the Primary Address Only value will limit results to the primary address of the contacts.

Every List you have created lies here. You may select any amount of lists to narrow your search by clicking the check mark(s). Click Set All to select every List, and Clear All to unselect every List. Match Any will retrieve every contact that is connected to atleast one of the selected Lists. Match All will retrieve every contact that is connected to each of the selected Lists. Contacts may be further specified with date ranges.

Our Contributions

This set of parameters filter the results based on contribution values in your database. You may filter by Event Codes. You may filter contributions within a date or amount range. Contributions can be searched by cumulative amount or by largest contribution.

Other Recipients

The Other Recipients section is essentially a combination of the Lists section and Contributions section. However, it consists of contributions that were made to other politcal campaigns other than yours. This search is performed based on which you records you have incorporated within your database.

ctSnap houses a mobile-ready snapshot view of your database. A snapshot is not a live a copy and changes cannot be made to your database. Once a week we update your snapshot and all changes made in Camtrack will be seen in ctSnap.

You may search by name or by organization. When searching by name enter "lastname, firstname". There must be a comma followed by a space and lastname must precede firstname. The search is not case sensitive. The more specific the search is, the faster the results will display. However, any search using four or more characters will be very fast.

There are two results sections. This first section shows you how many records were found and identifies the record by name. The second section details the variables for each record. The records are alphabetically ordered.

We're in the process of significantly upgrading ctSnap. In the near future you'll be able to perform many of the functions your currently enjoy in Camtrack while in ctSnap.

This screen allows the user to modify a Contact entry. A Contact can be one of three types: Individual (IND), Entity (ENT), or Committee (PAC). An ENT type also requires selecting one of the sub-types. A PAC type should be supplied with a state or federal PAC ID number if one exists.

The Contact screen shows one complete Contact at a time. If there are multiple contacts to view there are two ways to select a contact: 1) use the dropdown box at the top of the screen to pick a contact or 2) click on the record selector arrows at the lower left-hand corner of the screen move through the contacts records. The dropdown box can sorted by organization name of individual name by selection the radio button Name or Entity.

Most of the fields in the Contact Information section should be filled out for an IND type contact. For an ENT and PAC type contact the Organization field should be filled out.

The Household section can be used to link one contact to another. The most common use is for an person to be a member of another person’s household and mail lists can be generated that use the household mailing information. Another less common example is for a PAC to be a “member” of the PAC’s representative’s “household” which is useful for mailings and just general information.

There are sections for unlimited mailing addresses, email addresses, and phone numbers. A record can be selected by clicking the square on the far left side of the record. Delete Record – delete the selected record by typing the Delete button on the keyboard Add New Record – enter a new record by typing the blank record at the bottom of the list Change Record – a pencil symbol will appear to the left of a record that is being added or changed. To cancel the change simply type the ESC button on the keyboard. See figure 1.

In the address section users can enter a zip code and leave the city and state fields blank. Use the Validate Address button to format the address and fill in city and state fields. An address can have one of 5 statuses:

Unattempted – has not been validated with Validate Address button.
Valid – has been validate with the Validate Address button of selected by the user.
Invalid – did not pass a validation attempt.
NDA – marked by the user as Not Deliverable a Addressed.
Do Not Use – marked by the use as an address to not use.

Users can suppress a contact without actually deleting the record from the database. This allows users maintain historically data while still keeping the suppressed contact out of Advance Search mail lists and reports.

Each Contact has a unique ID number within the database. This number is shown in a box, with a yellow background, in the top right hand portion of the screen.

Leaving the mouse pointer over any of the buttons on the screen, for a second or two, will cause a help note for that button to appear.

This screen allows users to input contact specific contributions. The Contribution Information box will automaticlly populate with the appropriate contact info upon entering the Contributions Screen. User's need to enter the contribution amount. Users may also review and modify existing contributions from the associated contact. To modify a contribution users must select the contribution in the top left box and then click Modify to the right. To get out of View Only mode, click Modify. As always, hovering the cursor over a button presents a description.

Use this function if the contribution is associated with the incorrect contact. Click Modify and then select the desired contribution on the left. Clicking the Select button will take users to a contact list in a seperate window where users can select the desired contact. Choose the new contact and click Select on this page to be taken back to the Contribution Screen. Click Move to complete the transfer.

Camtrack automatically generates Thank You Letters based on the contact information the user provided. Preview shows how the letter will be addressed. Reset HH resets the Thank You information in accordance with the Head of Household. Change salutation, address, and other contact information on this screen (in this box or to the left) or on the Contact Screen.

Users may review your contributions by revisiting the Contribution Screen or by viewing the Deposits Screen. Users can access the Deposits Screen from the Main Screen.

Camtrack keeps records of all deposits by date and deposit number. By defualt, the first deposit for each date is deposit #1. Additional deposits within a date are subsequently numbered.

There are two methods to view a printable deposit summary. Users can view the entire all of the deposits in the current reporting period by clicking Report Period. Secondly, users may view all deposits made after a specified date. To do this a user will select a date on the left side of the screen under Pick a Deposit Date. Afterwards, click Since Selected.

The Change button does not change individual contributions. Rather, it changes an entire deposit date or deposit number. Select a deposit via the Pick a Deposit Date box. Click Change, this brings up a new screen. Here you may alter the specifics of the deposit.

Here, users' compliance reports are created and exported in the appropriate format. This screen allows federal clients to export a .csv file directly to the FEC. The bottom of this screen is split into two categories: Contributions and Expenditures. The explanations for one section are to be applied to the other - the underlying logic is the same.

The first two fields in this section are static and uneditable. Filer authority and filer type are specific to your entity/organization. We permanently set these values at installation. The three subsequent fields should be altered before exporting. Until altered, your filer id will remain the same for each report.

These sections can be confusing. The Your adjective refers the period that this specific user is working under. It may be different than the Default period, which is the period that the database network as a whole is working under. By keeping these values seperate, a user may retroactively alter reports without effecting the rest of the database. This function is useful for a network with a high number of users. Single user clients should not bother with it.

Each of these buttons runs a query that checks for and pulls a list of ethical errors.

• Invalid Data: Incomplete address or PAC information.
• Warnings: Issues related to incorrect contribution details, such as dates or periods.
• Inv emp/occ: Employer and Occupation errors.

The Totals button takes you to the Ethics Totals Screen

These two buttons - Export View and Export - are akin to the conventional Print Preview and Print functions, respectively. This file will be exported as a .csv in the format required by the Federal Ethics Commission.

If the report you're in has not been filed yet, you'll see that the Rebuild option will be available. Enter the rebuild and click continue to see the FEC filing screen. This screen is integrated with the FECs Java filing program. Here you can print out your FEC report, check for errors, upload your report. etc.. If you have already filed your FEC report, the Rebuild option will be greyed out and not available. Any changes made to contributions, expenditures, etc. will not affect the selected report period. To make amendments, click Reenter. This will reopen the report and allow changes to be made. Clicking Amend will begin a new amended report for the selected period and will include all the changes made since clicking Reenter. The Unamend button will revert all changes made to the amended report.

At the bottom of the screen you'll see the summaries of Your report. This will include the originally filing, and all amendments made to the report.

Here, users' compliance reports are created and exported in the appropriate format. This screen allows federal clients to export a .csv file directly to the FEC. The TEC does not provide this capability. Instead, Texas clients must save a .csv file to be manually filed by Keel Systems, or any other compliance firm. The bottom of this screen is split into two categories: Contributions and Expenditures. The explanations for one section are to be applied to the other - the underlying logic is the same.

The first two fields in this section are static and uneditable. Filer authority and filer type are specific to your entity/organization. We permanently set these values at installation. The three subsequent fields should be altered before exporting. Until altered, your filer id will remain the same for each report.

These sections can be confusing. The Your adjective refers the period that this specific user is working under. It may be different than the Default period, which is the period that the database network as a whole is working under. By keeping these values seperate, a user may retroactively alter reports without effecting the rest of the database. This function is useful for a network with a high number of users. Single user clients should not bother with it.

Each of these buttons runs a query that checks for and pulls a list of ethical errors.

• Invalid Data: Incomplete address or PAC information.
• Warnings: Issues related to incorrect contribution details, such as dates or periods.
• Inv emp/occ: Employer and Occupation errors. TEC Judges are also responsible for Job Title information.

The Totals button takes you to the Ethics Totals Screen

These two buttons - Export View and Export - are akin to the conventional Print Preview and Print functions, respectively. This file will be exported as a .csv in the format required by the Texas Ethics Commission.

The Ethics Totals Screen breaks down contributions for the selected report period. Users may specify the report period on the Ethics Screen in the "your report" field.

Each contributor is only counted once in the Unique Donor field. Even if John Smith gave 16 contributions during this report period, he'll only be considered once in this field. This is important when interpreting the Avg Amount value. This value is calculated by dividing the total amount of contributions by the number of Unique Donors. This means it is not an overall ratio of contributions to contributors. Users may also view contributions according to county by clicking the Counties button. The other fields in this section are self-explanatory.

There are three types on contributions: IND (individual), ENT (entity), and PAC (political action committee). If there isn't a contribution from one of the types, the type will not be shown.

The Donor Sum for the selected period ranges from $0 to $100,000,000 by default, but within this range we can further breakdown the totals. There are three input fields marked with green text. Change these values to specify three additional amount parameters. This allows users to see the number of contributors that gave within each specified range.

Contacts may be tied to an Event before an Event has taken place. Access the Event Manager at the Event Screen or at the Contact Screen. Preemptively tying a Contact to an Event has a number of benefits. The Event Manager allows users to specify if a contact will be attending an event, as well as the target contribution amount. This data can be compiled and maniplated for better event preparation. Additionally, Name Tag preferences and Sponsor IDs can be recorded.

The Event Manager is a useful place to store notes on particular Contacts. This same screen can be accessed on the Contact Screen. But the Event Manager more easily sorts and displays notes based on Event.

Similar to the Lists Screen, the Events Screen allows users to organize contributions within specific groups. Events are referenced by their Event Code and Description. As an example, users may choose to organize all of the contribitions from a fundraising event under a common Event. To create a new Event or modify an existing Event click Add/Mod. This brings up a new window. Edit the text fields to modify the Event. To create a new List click "new blank record" on the bottom of the screen. See figure 2. Contributions may be added to an Event on their Contribution Screen by changing the Event Code in the Contact Information box.

Users may filter results within an Event. Select the desired Events, specify the date range and click export. This brings up a screen containing a query of accepted contributions within the specified Event and date range. This screen is able to be exported to an Excel Spreadsheat via the "Export to Excel spreadsheat button" at the top left window in Access. As always, Details takes the user to the specified Contact.

The Import Manager brings contributions from online credit card processors or any other xlsx file into Camtrack. Rather that bring in the raw data, the Import Manager allows the users to alter and assign contributions for a seamless integration into the database. The Import Manager has API connections with the online processers Anedot and Stripe. In the future the Import Manager will be integrated with additional firms.

If there is only one contact that matches one of the below criteria, then it is unique. For each of the criteria, it must match all of the components. If there are between 2 and 30 contacts that match one of the below criteria, then it’s partial and you must choose the contact. If there are greater than 30 contacts that match one of the below criteria, then no match.

• Last Name + First Name (first 4 characters) + Zip5 + Address (first 23 characters)
• Last Name + First Name (first 2 characters) + Zip5 + Address (first 11 characters)
• Last Name + First Name (first 2 characters) + Email

Afterwards, we try to match an individual by only name and Zip5. For these criteria, if there are 1-30 matches it is a partial and you must choose. If greater than 30, no match. Even if only one contact matches, it is not unique and you must choose the contact from the list.

• Last Name + First Name (first 4 characters) + Zip5

The same contact match range applies to PACs. 1 is unique, 2 to 30 is partial, and greater than 30 is no match. Only two criteria are used to find matches.

• FEC ID
• TEC ID

The same contact match range applies to Entities. 1 is unique, 2 to 30 is partial, and greater than 30 is no match. Only two criteria are used to find matches.

• Organization Name (first 30 characters) + Zip5 + Address (first 23 characters)
• Organization Name (first 16 characters) + Zip5 + Address (first 11 characters)

Similar to the Events Screen, the Lists Screen allows users to organize contacts within specific groups. Lists are referenced by their List Code and Description. As an example, users may choose to organize all of the doctors in their database under a common List. To create a new List or modify an existing List click Add/Mod; this brings up a new window. Edit the text fields to modify the List. To create a new List click "new blank record" on the bottom of the screen. See figure 2. Contacts may be added to a List on their Contact Screen by clicking the List button at the top of the screen.

Users may filter results within a List. Select the desired List, specify the date range and click Accepted List. This brings up a screen containing a query of accepted contributions within the specified List and date range. This screen is able to be exported to an Excel Spreadsheat via the Spreadsheat button. As always, Details takes the user to the specified contact.

Clicking Find Contact without any search criteria entered will present user's with their entire contact list. The fields on the left and middle of the screen narrow this list.

Users can create new contacts from this screen. Enter the desired contact information in the fields. User's may validate the address before contact creation via the Validate Address button. Click New Contact, rather than Find Contact to create the contact.

Three ID fields are generated by the state and federal governments and are independent of your database:
1. TEC
2. FEC
3. VUID

Three fields are specific to your database and are automatically generated upon new contact creation:
1. Contrib Trans ID
2. Expend Trans ID
3. Contact ID

These dates can be changed before entering contribution data to reflect their date of acceptance and future deposit. This is not necessary as dates can still be changed on the Deposit and Contribution Screens; this simply saves a step. This is true of Event Codes as well.