-
akoyaGO User Guide
Detailed overview and instructions for the use and functionality of the akoyaGO CRM.
-
Annual Giving - Donor
This document will walk through the Annual Giving section of Donor records in akoyaGO CRM.
- Campaigns and Quick Campaigns
-
Changing Colors on Fields
A brief guide on changing colors for options/choices within fields
-
Creating Dashboards
Information about customizing dashboards within akoyaGO to match personalized needs.
-
Disabling Colors on all Fields
Dynamics 365 offers a feature that allows color-coding option sets within fields/columns. This guide gives instructions on how to disable this feature.
-
Editing System Views
An overview for the process of editing System Views within akoyaGO
-
Email Templates: Creation & Use in Workflows
This guide walks through steps to take when creating or modifying an email template, and how to utilize them in workflows.
- Entities Cheat Sheet
-
Foundation Matching Gifts
This document describes how to use the Foundation Matching Gifts entity.
-
Fund Fees Assessment
A comprehensive look at fund fees
- Gift Fees
-
Gift Quick-Create
An all-inclusive guide for utilizing the Gift Quick-Create Process
-
GOfund Admin Guide
A comprehensive guide about GOfund
-
Importing Gift Records
Outlines the process of importing gifts into akoyaGO using the GOdonate Transaction table.
- Mail Merge
-
Managing Views
How to manage Views in the newest format change by Microsoft Dynamics.
-
Marketing Lists
A guide on this method of grouping contacts into one list, for convenient bulk communications
- November 2023 User Group - Donor Relations in the GOsuite
-
Pledge Gifts and Payments
This guide covers Pledge commitments, multiple Pledge (gift) payment records, and troubleshooting changes to Pledges.
-
Recurring Gifts
Steps for creating recurring gifts for donors who often give the same amount on a timed basis.
- Seasonal / Alternative Addresses (Video)
- Send to Accounting Error- Line: 20000 IND or ORG cannot be found (Video)
-
Send to Accounting Error: Contact No. IND -or- ORG cannot be found
A guide to resolving the error message: “Business Central Exception; Line 20000: Contact No.,” followed by ORG -or- IND
- September 2023 User Group - Donor Relations - Meeting Recording