definitions
Contact records are home to all of the information about people who interact with your foundation.
The Parent Constituent field is used to signify which constituent the contact is most associated with. Most times this is where the contact is employed.
start with a dataverse search
Complete a dataverse search to be sure the Contact isn’t already entered in akoyaGO. If you do you not see your Contact listed, move on to the next step.
create new contact record
Go to the Contacts entity
Click new in the Command Bar.
Enter all required information, and any optional information that you have.
Enter the Salutation as you would like it to appear in correspondence (e.g. “Mr. Bromelkamp” or “Henry”)
Assigning a Parent Constituent links the Contact record to that Constituent. The contact’s name will show in the list of Contacts for that Constituent on the Constituent form.
The Parent Constituent 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 correct record after searching, you can add a new record right there.
After you’ve entered as much data as you can, click save in the Command Bar to save your record.
You’ll know your record has saved because that name of the Contact will replace the words “New Contact” at the top of the record.
Need assistance? We’re here for you!
Send any questions to support@akoyago.com or 1-877-767-6703