Login Accounts

1. To configure Login Accounts, go to Settings:

2. Under the General Configuration tab, you can add new accounts and also set user access privilege.

Creating Custom Fields

1. To update custom fields, go to Settings:

2. Under the General Configuration Tab, go to Custom Fields and click Edit Fields.

3. You will then be shown 8 tabs in the Custom Fields page: Status, Details, Transactions, Activity Logs, List, Task/Cases, Products, Household Members, and Opportunity.

With the Products feature, you can set custom text fields and the number of pricing options per product

The Household Members tab contains field specific for household members of a contact record

With our Opportunity feature, you can create your own status and sub status

Auto-Forms

Akubo provides you with predefined forms for collecting information to your database. You can use these auto-forms as registration forms for event guests or email list subscribers.

Enabling Auto Forms

1. Go to the Settings page.

2. Under the Auto Forms section, click the Enabled button.

Using Different Auto Forms

Choose from the 3 pre-made Forms.

Selecting an Auto Forms

Account Summary

Home Preference

1. To configure Home Preference, go to Settings:

2. Under the Home Preference tab, you can select the feature that you frequently used for easy access.

Groups

Transactions & Campaigns

1. To view Transactions & Campaigns predefined data, go to Settings:

2. Under the Transactions & Campaigns you can see your predefined data

Online payments

1. To setup Online Payment Notification, go to Settings:

2. Under the Online Payments tab, follow the steps.

Access History

1. To view Access History or Action Logs, go to Settings:

2. Under the Access History tab, you can see who accessed your akubo account, as well as what the user did.

Email Alerts for Task & Cases

1. To update email alerts, go to Settings:

2. Under the Email Alerts tab, you can toggle if you want to receive alerts every time there is an update or new task/case has been created.

3. Toggle if you prefer to receive alerts for Tasks & Cases that in-progress, overdue and about to be due. You can select which day you want to receive alerts.

Configuring Security

1. To update security, go to Settings:

2. Under the Security Tab tab, toggle Security and Options to be notified every failed attempt.

3. If you prefer to limit Akubo usage to company premises only, put the your company’s IP Address in Allowed IP Addresses