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akoyaGO User Guide
Detailed overview and instructions for the use and functionality of the akoyaGO CRM.
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Annual Giving - Donor
This document will walk through the Annual Giving section of Donor records in akoyaGO CRM.
- Campaigns and Quick Campaigns
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Changing Colors on Fields
A brief guide on changing colors for options/choices within fields
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Creating Dashboards
Information about customizing dashboards within akoyaGO to match personalized needs.
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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.
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Editing System Views
An overview for the process of editing System Views within akoyaGO
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Entering an In-Kind Gift
Entering an In-Kind Gift
- Entities Cheat Sheet
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Foundation Matching Gifts
This document describes how to use the Foundation Matching Gifts entity.
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Fund Fees Assessment
A comprehensive look at fund fees
- Gift Fees
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Gift Quick-Create
An all-inclusive guide for utilizing the Gift Quick-Create Process
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GOfund Admin Guide
A comprehensive guide about GOfund
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Importing Gift Records
Outlines the process of importing gifts into akoyaGO using the GOdonate Transaction table.
- Mail Merge
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Managing Views
How to manage Views in the newest format change by Microsoft Dynamics.
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Marketing Lists
A guide on this method of grouping contacts into one list, for convenient bulk communications
- Merging Duplicates for Donor Records
- November 2023 User Group - Donor Relations in the GOsuite
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Pledge Gifts and Payments
This guide covers Pledge commitments, multiple Pledge (gift) payment records, and troubleshooting changes to Pledges.
- Seasonal / Alternative Addresses (Video)
- Send to Accounting Error- Line: 20000 IND or ORG cannot be found (Video)
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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
- Support Webinar - Donor Opportunities