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akoyaGO General CRM - Learning Course
Consisting of 5 videos, this Learning Course covers introductory information on the standard functions of akoyaGO.
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Bank Reconciliation Video Series
This series of videos will walk you through completing a Bank Account Reconciliation in Business Central.
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Fund Fees Assessment Video Series
This series of videos will walk you through running the Fund Fees Assessment process in Business Central.
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GOapply Basic Admin Video Series
Video series walk-through for GOapply Admin user to set up GOapply Area in akoyaGO
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GOapply Reviewer - Suggested Learning Course
Comprised of 7 videos, this Learning Course will cover topics such as: Review Groups, Review Responses, Reviewer Reports, and more.
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GOapply UI - Applicant Demo Videos
Video series demonstration of the GOapply User Interface (Applicant portal) from an applicant's point of view
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GOdonate Implementation - Suggested Learning Course
This Learning Course covers the GOdonate Implementation and Testing Process.
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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.
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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
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GOmarket -Suggested Learning Course
Comprised of 5 videos, this Learning Course will cover topics such as: Marketing Lists, Mailings, Campaigns, and more.
- Grants Management - Learning Course
- Joint Investment Allocation Video Series
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Spendable Allotment Video Series
This series of videos will walk you through running the Spendable Allotment process in Business Central to calculate Spendable Amounts for funds.
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System Customizer Session 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.
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System Customizer Two: Automations - Suggested Learning Course
Learn best practices and basics for automating processes and workflows to maximize efficiencies.
