Donor Management

Detailed overview and instructions for the use and functionality of the akoyaGO CRM.

This document will walk through the Annual Giving section of Donor records in akoyaGO CRM.

A brief guide on changing colors for options/choices within fields

Information about customizing dashboards within akoyaGO to match personalized needs.

Dynamics 365 offers a feature that allows color-coding option sets within fields/columns. This guide gives instructions on how to disable this feature.

An overview for the process of editing System Views within akoyaGO

This guide walks through steps to take when creating or modifying an email template, and how to utilize them in workflows.

This document describes how to use the Foundation Matching Gifts entity.

A comprehensive look at fund fees

An all-inclusive guide for utilizing the Gift Quick-Create Process

A comprehensive guide about GOfund

Outlines the process of importing gifts into akoyaGO using the GOdonate Transaction table.

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

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.

A guide to resolving the error message: “Business Central Exception; Line 20000: Contact No.,” followed by ORG -or- IND