Donor Management

Detailed overview and instructions for the use and functionality of the akoyaGO CRM.

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 customizing dashboards within akoyaGO to match personalized needs.

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

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

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, multiple Pledge (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