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
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
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
How to manage Views in the newest format change by Microsoft Dynamics.
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.
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