Donor Management

This document will walk through the Annual Giving section of Donor records in akoyaGO CRM.

A brief guide on changing colors for options/choices within fields

Information about creating custom Personal Dashboards within akoyaGO.

Dynamics 365 offers a feature that allows color-coding option sets within fields/columns. This guide gives instructions on how to disable this feature.

The donor merge tool merges two duplicate donors of the same type.

This document will walk you through how to create and utilize Donor Opportunities.

Entering and Understanding Donors & Prospects in akoyaGO

An overview for the process of editing System Views within akoyaGO

Entering an In-Kind Gift

This document describes how to use the Foundation Matching Gifts feature.

A comprehensive look at fund fees

This knowledge article will walk you through creating, managing and recommending grants to Funding Opportunities in GOfund.

An all-inclusive guide for utilizing the Gift Quick-Create Process

This article guides you through receiving and processing recurring gifts from GOdonate.

A comprehensive guide about GOfund

Outlines the process of importing gifts into akoyaGO using the GOdonate Transaction table.

How to manage Views in the newest format change by Microsoft Dynamics.

A guide on this method of grouping contacts into one list, for convenient bulk communications

This guide covers Pledge commitments, a pledge split into multiple installments (gift payment) records, and troubleshooting changes to Pledges.

A guide to resolving the error message: “Business Central Exception; Line 20000: Contact No.,” followed by ORG -or- IND