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akoyaGO User Guide
Detailed overview and instructions for the use and functionality of the akoyaGO CRM.
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Anonymous Fund on Payments
A short guide on how to have a Fund show as "Anonymous" on a payment (check)
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Begin GOapply Opportunity at Later Phase for Existing Request
Allow an applicant to begin GOapply Opportunity from a later Phase for an existing Request
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Changing Colors on Fields
A brief guide on changing colors for options/choices within fields
- Creating and Editing a Table in GOmanager
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Creating and Processing a Request Payment
This article walks you through creating a request payment and sending it to accounting.
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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
- GOapply for Third Party Responses - Admin Guide
- GOapply Pre-Work Checklist
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GOapply Reviewer Guide
An Administrator's guide to using GOapply Reviewer
- GOapply State Code List for Dropdown Field
- Grant Request Quick-Create
- How to Change the "Thank You For Submitting" Message After Applicant Submits Application
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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
- Outcomes
- Payment Status (Folio) Errors
- Removing Application From Review Group
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Requirement Quick Create
This whitepaper will go over how to use the requirement quick create feature
- 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
- Set Calculated Question Using an Expression Question Type
- Support Webinar - Concepts
- Support Webinar - New process for Request Payments, Adjustments and Reversals
- Tables of akoyaGO
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