- "Try the new look" Microsoft Feature
- Adding Connections for GOfund Users
- Adding Hidden System Views
- Adding Non-Portal Connections
akoyaGO User Guide
Detailed overview and instructions for the use and functionality of the akoyaGO CRM.
- Allow Microsoft to Send Emails on My Behalf
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
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)
This document describes how to use CRA Search.
- Creating a Sandbox Environment
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)
An overview of Dimension Values: Fund, Department, and Function.
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.
Duplicate Detection Rules and Merging Duplicates
This guide walks through the Process of enabling Duplicate Detection Rules, as well as instructions for Merging Duplicates.
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.
Email tracking in akoyaGO and Outlook
A guide to inform about available email tracking options.
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
Foundation Matching Gifts
This document describes how to use the Foundation Matching Gifts entity.
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
An all-inclusive guide for utilizing the Gift Quick-Create Process
A guide describing the GOverify functions
An overview of the Impact Investments entity
Importing Gift Records
Outlines the process of importing gifts into akoyaGO using the GOdonate Transaction table.
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
How to manage Views in the newest format change by Microsoft Dynamics.
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
A guide on this method of grouping contacts into one list, for convenient bulk communications
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
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
Pledge Gifts and Payments
This guide covers Pledge commitments, multiple Pledge (gift) payment records, and troubleshooting changes to Pledges.
- Power BI FAQs
Steps for creating recurring gifts for donors who often give the same amount on a timed basis.
Requirement Quick Create
This whitepaper will go over how to use the requirement quick create feature
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)
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
Setting a Default Homepage
A quick guide showing steps on setting your default home page.
- Setting Up a Bank Account
A guide on allocating spendable net assets to endowed funds
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