-
akoyaGO General CRM - Learning Course
Consisting of 5 videos, this Learning Course covers introductory information on the standard functions of akoyaGO.
-
Bank Account Reconciliation - Suggested Learning Course
This series of videos will walk you through completing a Bank Account Reconciliation in Business Central.
-
Fund Fees Assessment - Suggested Learning Course
This series of videos will walk you through running the Fund Fees Assessment process in Business Central.
-
GOapply Basic Admin Video Series
Video series walk-through for GOapply Admin user to set up GOapply Area in akoyaGO
-
GOapply Reviewer Admin Training - Suggested Learning Course
This Suggested Learning Course will cover topics such as: Review Groups, Review Responses, Reviewer Reports, and more.
-
GOdonate Implementation - Suggested Learning Course
This Learning Course covers the GOdonate Implementation and Testing Process.
-
GOfund Session One: Intro to GOfund - Suggested Learning Course
Learn how to set up the GOfund portal for external users. Design the portal, invite GOfund users, and manage communications.
-
GOfund Session Two: Processing GOfund Recommendations and Change Requests - Suggested Learning Course
This course includes grant recommendations in the GOfund UI and optional features such as Change Requests, Funding Opportunities, and GOfund Charts
- Grants Management - Learning Course
- Joint Investment Allocation - Suggested Learning Course
-
Mailing Lists, Marketing Lists, Campaigns & Events - Suggested Learning Course
Learn about communicating with stakeholders in bulk via mailing, marketing, and hosting in akoyaGO.
-
Spendable Allotment - Suggested Learning Course
This series of videos will walk you through running the Spendable Allotment process in Business Central to calculate Spendable Amounts for funds.
-
System Customizer One: Fields, Forms, Views, Dashboards - Suggested Learning Course
Learn about best practices for customizations, Power Apps basics, and creating custom columns, System Views, and System Dashboards.
-
System Customizer Two: Automations - Suggested Learning Course
Learn best practices and basics for automating processes and workflows to maximize efficiencies.
