Definitions
Constituents are organizations or vendors that interact with your foundation.
A Primary Contact listed on a Constituent is the person that you would contact if you had a question about the constituent.
start with a dataverse search
Begin with a Dataverse search to check if the Constituent already exists in akoyaGO.
If you do not see your Constituent listed, move on to the next step.
create new constituent record
Go to the Constituent table.
Click new in the Command Bar.
Enter all required information and any optional information that you have. All data entered on a Constituent record is truly about the organization.
Enter the Constituent Name as it should appear in publications
Use AKA for acronyms and “formerly known as” data
akoyaGO will automatically add “https://” to the beginning of the Website field data
Zip Code will populate the City and State fields when entering an address
Primary Contact is a required field. A Primary Contact is the person that you would contact if you had a question about the constituent, typically an Executive Director or President.
The Primary Contact field is a lookup field, meaning that you’ll use it like a Quick Search to find the record you want to link here. If you do not see the correct record after searching, you can choose +New Contact to quickly enter a Contact record.
Default Payee is an optional field where you can designate another Constituent that Request Payments should be made to. If this organization has multiple constituent records (such as different chapters or departments) or if they always use a Fiscal Sponsor, you can designate the Constituent that should receive payment as the Default Payee. If you leave this field blank, the Constituent itself will be the Payee.
Description can be used to enter information such as a Mission Description or excerpt from the organization's website. Note that this data is shown to GOapply Users as their mission!
Parent Constituent can be used to create a hierarchal relationship with another Constituent record. For example, different schools within a University could each have their own unique Constituent record, but the University could be listed as the Parent Constituent for each school.
After you’ve entered as much data as you can about the Constituent, click save in the Command Bar to create and save your record.
You’ll know your record has been saved because the name of the Constituent will replace the words “New Constituent” at the top of the record.
Handling Notes can be entered on the Internal Information tab of a Constituent record. For more information on Handling Notes, see this Knowledge Article.