- "Try the new look" Microsoft Feature
- Adding Connections for GOfund Users
- Adding Hidden System Views
- Adding Non-Portal Connections
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akoyaGO User Guide
Detailed overview and instructions for the use and functionality of the akoyaGO CRM.
- Allow Microsoft to Send Emails on My Behalf
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Anonymous Fund on Payments
A short guide on how to have a Fund show as "Anonymous" on a payment (check)
- Automating Workflows and Business Rules
- Building Email Templates and Automated Notifications (Webinar)
- Business Central Errors
- Campaigns and Quick Campaigns
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Changing Colors on Fields
A brief guide on changing colors for options/choices within fields
- Committees and Committee Members
- Converting Dynamic Mail Merge Templates to Traditional Mail Merge Templates (Video)
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CRA Search
This document describes how to use CRA Search.
- Creating a Sandbox Environment
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Creating Dashboards
Information about customizing dashboards within akoyaGO to match personalized needs.
- Creating Fiscal Years and Program Budgets
- CRM Standard User Roles
- Customizing Views in Forms
- Data Entry Basics
- Demystifying DTs
- Demystifying DTs (Video)
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Dimensions
An overview of Dimension Values: Fund, Department, and Function.
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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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Duplicate Detection Rules and Merging Duplicates
This guide walks through the Process of enabling Duplicate Detection Rules, as well as instructions for Merging Duplicates.
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Editing System Views
An overview for the process of editing System Views within akoyaGO
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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.
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Email tracking in akoyaGO and Outlook
A guide to inform about available email tracking options.
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Enabling Outlook Integration
Guide for the process of setting up and enabling a user's mailbox to connect akoyaGO to Outlook.
- Entering Constituents
- Entering Contacts
- 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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Frequently asked Business Central Questions
This guide is to help better understand the basics within Business Central. Below are some of the most commonly asked questions, and recommended practices
- Gift Fees
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Gift Quick-Create
An all-inclusive guide for utilizing the Gift Quick-Create Process
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GOverify
A guide describing the GOverify functions
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Impact Investments
An overview of the Impact Investments entity
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Importing Gift Records
Outlines the process of importing gifts into akoyaGO using the GOdonate Transaction table.
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Leveraging MS Teams in akoyaGO
Enable Teams chat to help users effectively collaborate without having to leave akoyaGO CRM.
- Leveraging SMS Text Messaging in akoyaGO
- Mail Merge
- Major Components and Navigating akoyaGO
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Managing Views
How to manage Views in the newest format change by Microsoft Dynamics.
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Manually upload documents to Request records and share with Reviewers
Instructions on how to upload documents to a request and sharing with the files with GOapply reviewers
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Marketing Lists
A guide on this method of grouping contacts into one list, for convenient bulk communications
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Merging and Closing Funds
Steps to transfer the balances of a fund to another, with the intention of closing a fund.
- Net Asset Clear
- October 2023 User Group - Private Foundations in akoyaGO - Meeting Recording
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Onboarding and Offboarding Users (Admin Guide)
Detailing the steps to take when setting up new users in akoyaGO.
- Parent Constituent vs Primary Contact
- Payment Status (Folio) Errors
- Personalization Settings
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Pledge Gifts and Payments
This guide covers Pledge commitments, multiple Pledge (gift) payment records, and troubleshooting changes to Pledges.
- Power BI FAQs
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Recurring Gifts
Steps for creating recurring gifts for donors who often give the same amount on a timed basis.
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Requirement Quick Create
This whitepaper will go over how to use the requirement quick create feature
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Reversing Request Payments and Purchase Invoices
This guide provides detailed instructions on the reversal process for Request payments and Invoice payment, depending on what stage the payments are at.
- 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 - Private Foundations in akoyaGO - Meeting Recording
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Setting a Default Homepage
A quick guide showing steps on setting your default home page.
- Setting Up a Bank Account
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Spendable Allotment
A guide on allocating spendable net assets to endowed funds
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Utilizing the GOsupport Portal
An overview of the GOsupport portal, with focus on the steps of submitting and managing Support cases
- Utilizing the Outcomes Entity
- Views, Search, Command Bar, and Forms
- Word Templates