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v 2.1 ; 8/22/2023

 

 

Data entry basics

 

introduction

 

This guide will cover the basics of creating most records in akoyaGO.

searching for records

 

Utilizing the Dataverse search bar will pull in any possible results from across multiple tables in your CRM. We recommend starting any search with this option.

 

Before creating a new record, confirm that one has not already been created by performing a Dataverse Search. 

 

 

 

To look for a specific record, you can utilize the Quick Search. The Quick search box can be found in each specific Entity. 

 

 

There is also an option to use a wildcard asterisk for a more broad search. For instance, if you were to search “John Smith,” your results would filter to that exact search term. If you were to search “ *John Smith,” your results would include records that contained aspects of the terms, ex. John Grant, Jack Smith, Robert Johnson.

 

adding new records

 

Click on +New in the Command Bar.

 

This will open a form for the entity you are in.

  • Fields with a red asterisk (*) are required.  Field with a blue plus sign (+) are recommended
  • Fields with a lock icon ( ) cannot be edited by a user.  Lookup fields with this icon are still clickable (to view the lookup record) but cannot be edited.
  • Click in a date field to reveal the calendar icon, which can be used to select a date.
  • For two-option fields, click once to select a value. Click again to change the value.
  • Hover your mouse over the field label for a description of that data field.
  • Double-click on a web address to open the website, or an e-mail address to compose a new message.

Selecting a Lookup value

 

Some fields on a form are what is called a lookup. This means they will look-up to another record in akoyaGO.

To select a lookup value, click on the field, then click on the magnifying glass icon. This will populate a list of the most recently visited records. To further define your search, you can:

  1. Enter a search term in the field before clicking the magnifying glass to see a filtered list.
  2. Change your View to search another view for directly in the search box.
  3. If you don’t see your record with either of the above method, you can create a new record.

 

 

If you select a lookup value and decide to change it, you need to delete the current value in the field. Click the x next to value you want to replace to delete it. If you click the value itself, you will navigate to that entity.
 

 

Business Process Flows

 

Some forms have process flows to aide in entering data. They control the order data is entered and ensure data integrity.

  • A process flow stage with a check mark ( ) is complete
  • A stage with a dot in the middle ( ) is the current stage. You need to complete that stage and press Next Stage to validate the data entered and move onto the next stage
  • Stages that are grey circles ( ) are not ready and should not be used until the steps before them are complete

 

 

creating constituent and contact records

 

The Constituent record is home to all the vital information about any organizations or vendors that interact with your foundation. An easy way to remember this is that Constituents are buildings. They are places, not people. 

 

The Contact record is where all information about a specific contact (person) resides.

 

Each Constituent is required to have a Primary Contact. A Primary Contact is the person that you would consider the most essential contact to that Constituent.

On each Contact Record, there is a field for Primary Constituent. While not required, filling this in will link the Contact record to the Constituent record.

 

Note: Adding a Primary Contact to a Constituent Record does not assign that Constituent as the Primary Constituent on that Contact Record.

 

 

 

 

 

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