General CRM

The following is a list of akoyaGO entities that have auditing (audit history) turned on out-of-the-box.

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

A short guide on how to have a Fund show as "Anonymous" on a payment (check)

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

This document describes how to use CRA Search.

This Knowledge Article will walk you through creating a CRM workflow process.

Instructions on how to create your own solution to keep your customizations in PowerApps

Information about customizing dashboards within akoyaGO to match personalized needs.

An overview for the process of creating System Views within akoyaGO.

An overview of Dimension Values: Fund, Department, and Function.

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 guide walks through the Process of enabling Duplicate Detection Rules, as well as instructions for Merging Duplicates.

An overview for the process of editing System Views within akoyaGO

A guide to inform about available email tracking options.

Guide for the process of setting up and enabling a user's mailbox to connect akoyaGO to Outlook.

Entering an In-Kind Gift

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

A guide on setting up a new Letter Template and generating letters in akoyaGO CRM

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

A guide describing the GOverify functions

A basic overview of how to access, build, and customize charts by PowerApps tables.

An overview of the Impact Investments entity

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

Enable Teams chat to help users effectively collaborate without having to leave akoyaGO CRM.

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

Instructions on how to upload documents to a request and sharing with the files with GOapply reviewers

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

Steps to transfer the balances of a fund to another, with the intention of closing a fund.

Detailing the steps to take when setting up new users in akoyaGO.

Perhaps we can split old KA into: Onboarding New Users Checklist Managing Roles and Permissions for Users (renaming old KA) Offboarding Checklist

This guide covers Pledge commitments, multiple Pledge (gift) payment records, and troubleshooting changes to Pledges.

By default, akoyaGO is configured to process grants and scholarships where the payees are organizations, stored in the database as constituents. To make pa

This whitepaper will go over how to use the requirement quick create feature

If a Gift Payment is sent to accounting with incorrect information (account, fund, posting date, payor, etc) it should be reversed from akoyaGO CRM.

This guide provides detailed instructions on the reversal process for Request payments and Invoice payment, depending on what stage the payments are at.

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

A quick guide showing steps on setting your default home page.

A guide on allocating spendable net assets to endowed funds