57 results found
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Reminder Emails to Students
Add the ability to send reminder emails to students who have open applications to submit them before the deadline. Ideally - include an option for a 2-week and 1-week reminder to be sent.
3 votesWith our February 2024 release you can created automated emails for applications in draft.
This current implementation only allows for one reminder but we are continue to iterate on this functionality, and encourage that if you would like to be able to set multiple reminders please like this idea to keep up todate: https://idealab.foundant.com/forums/339786/suggestions/42009139
The Foundant Team
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Set up an alert when deactivating a user that still has follow-ups due
I was trying to reassign a submission and the follow-up to a different user - I was able to reassign the submission, but kept getting an error message when trying to reassign the follow-up. As I was about to send a "Help" email, it occurred to me that the user might be deactivated, so I checked. Sure enough, that was the case. I had to reactivate the user to reassign the follow-up and then go back and deactivate the user again. So, my suggestions are:
1) An alert when a user is being deactivated if that user has any submissions…
3 votes -
Chronological Log of Communications with Grantees
We would love to have a log of our communications with our Grantee Organizations. This could be a list with clickable entries that would take us to a description field. If it could have a date field & a field for the name of the person we communicated with - that would be stellar. Keeping the emails would also be great. Thanks for asking.
Idea posted June 27, 2011 by Kathryn Treanor, Dietel Partners, LLC
3 votes -
new organization
When an organization is created, it would be helpful if there is a way to set up a notification to specified administrators so we know to verify and check that the information entered matches what the IRS shows. This could be accomplished either by adding a BCC field on the system email templates or it could be accomplished by adding the option to the admin notification options.
2 votes -
Follow Up Automated Email
It would be really helpful if we had the option for automated emails to be sent to the Administrators 1 day after a follow up is do, rather than just the Assignee. It would make for keeping track of follow ups so much easier, especially when you have a lot grantees on different follow up schedules.
1 vote -
New Questions
When you register, you have to enter all contact information. I think that this group of fields should be a question that we can include in our forms. Some of us request more than two contacts. Also, it would be nice to choose which fields of the contact question that we want to use. For example, I may only want their name and email address for the Dean and want the name, email, and phone for the financial officer.
1 vote -
Limit initial responses on Email History so it loads quicker
When navigating through the Communications dropdown to Email History, the page takes an inordinate amount of time to load since it loads all email history within our site before allowing a search to be performed. Oftentimes my web browser times out prior to the page finishing loading, then I have to close the window, log back in, and attempt to wait out the loading of our entire email history once again. We've been using the system for almost two years now, so I can't imagine the time this will take as our email history grows.
If this page could load…
1 vote -
Update Top Level Domains (TLDs)
An applicant informed me that there are new Top Level Domain (TLD) names - other than just .com, .org, .info, etc. He had an email address that is uncommon but is now included among the TLDs (I believe it ended in .solutions). However, when he tried to input it in Foundant, it was not accepted. So, he suggested I ask if you can update your list of TLDs that the Foundant system accepts.
1 vote -
Customize the number of days used for the Follow-up Reminder. (Updated in 3.2.0)
I would like to be able to customize the number of days used for the Follow-up Reminder that is currently sent 2 weeks prior to the Due Date of the Follow-Up Form. Specifically, this would apply to using this form to receive Grant Agreements. We send the Grant Agreement in hardcopy form, and would like to have it signed, uploaded into GLM and submitted to us within 10 days of the grantee's receipt. Under the current protocol, the reminder email will be sent 2 weeks in advance of the Form Due Date. Since the Grantee can actually see the Due…
1 vote -
Grant Status updates adding to administrative workload
I know this has come up before, but I wonder if there's been any progress on making the grant status not immediately available to applicants.
Recently, I updated grant decisions for one of our clients and within an hour or so an applicant had emailed the program officer to ask if the new "Final Report Due" status meant there had been news. The applicant hadn't even been checking on that particular application, but had logged in to apply to another of our clients and, reaching the Status page, noticed the change.
Had we been able to keep the status under…
1 vote -
Email notification application details to applicant
In the training call yesterday we learned that we have the option to attach email notifications to processses and that in the emails to administrators regarding submitted applications we could choose the option of including application details.
It would be great to have that "details" option for the emails to applicants. Sometimes we have grant writers writing for multiple orgs and it would be good if the submission email they receive would have application details.
Angie Boecker
Central MN Arts Board
posted July 11, 2013 by Angie Boecker, Central Minnesota Arts Board
1 vote -
We Need the Correct Dates
My initial question to Support: "One of our processes closed last night at midnight. A number of applicants successfully submitted their applications before the deadline, but their dashboard page says the submitted date was today, which, technically means they submitted late, and which caused me to receive a number of panicky emails. Can this be fixed?"
The response I got: "The date on the applicant dashboard currently uses GMT. There is no way for us to change this but switching to Central has been suggested to our developers. You can also post the idea to the Idea lab to see…
1 vote -
Help/Support site login page remember my username and password
Hi --
When I log into your support site, I always have to completely type my username and password. I thought maybe this was just a setting on my PC, but doesn't seem to be. (I checked my settings, and also most other sites, incdluing our regular login to GLM, DO suto-complete my username & password.
Would it be possible to have a "remember me" box we can check at login, or have the site attempt to auto-complete once we start typing?
Thanks,
Meredith
posted July 18, 2012 by Meredith Huffman, Genuardi Family Foundation
1 vote -
The Red X
Hello:
The "red X" that is showing up in the file upload section is causing much confusion among our applicants. They think this means that the file has not been uploaded, or there is an error. I understand that it is to delete the uploaded file. Perhaps a different icon could be used? Or a Delete icon? We are now receiving the attachments via fax, email etc as so many applicants are stating they cannot upload documents...when in fact they have been uploaded.
Thanks!
Emily Bronson
Program Coordinator
Berkshire Taconic Community Foundation
1 vote -
Copy email templates
We use the same basic set of email templates each year. I would like the ability to copy each template, so I can edit it with the correct dates for each year. I thought I was doing this when I opened an email template and changed the name to 2015 LOI Invitation. Unfortunately, all that did was delete the template for 2014 and change the template name in the email history for the Organization.
Helen
1 vote -
New administrator automatically added to all administrator email notifications
When I added our new CEO as an administrator to our site, he was automatically added to all email notifications that go to administrators. With the 5.0 release, it requires a lot of work to go into each folllow up form and each step of each process to remove him from the notifications. It would be great if there were either a way at the start to indicate whether you want a new administrator to be added to all or none of the notifications (and then they can be added specifically where applicable) or a way to see which notifications…
1 vote -
Control for notifications in profiles
Email notifications for both administrators and evaluators should be controllable from the profile. Currently, you can control which notifications administrators receive from their profile, which is much easier and faster than clicking through all the forms and processes to turn them on or off. The same control (in the profile) should be possible in evaluators' profiles too.
1 vote -
Make "Organization Information Updated" email more clear
Excited about the chance for applicants to edit their organization info!
I realize that the release notes say the standard email to the applicant "Organization Information Updated" cannot be
edited by individual foundations. But it's so tech-speak and doesn't include any instructions for what to do next.
From: "United Arts Grants" administrator@grantinterface.comDate: November 18, 2015 at 6:25:17 PM EST
Subject: Organization Information UpdatedReply-To: noreply@grantinterface.com
Changes for United Arts-TW TEST made by Mary G :
/ Old Values /
State : FL
/ New Values /
State : FloridaCan Foundant make the standard email a
little more clear? Something…1 vote -
Email Templates for Each Grant Process
It would be incredibly helpful for me to be able to have an email template set up to auto-send for each separate grant process. As a community foundation, our various grant processes are vastly different, and the applicants are too. So, it would be monumentally useful for me to be able to have a different email template set up to auto-send to applicants in each unique process.
Idea posted May 21, 2012 by Carolynn Sween, Community Foundation of Northeast Iowa
0 votes -
Expand all Batch Options to include a "Write Email" option
There have been several occasions when I’ve wanted to send a batch email. For example, when an application deadline is approaching, I like to remind all potential applicants about the deadline for submitting their applications. The only way I’ve been able to do so is in the “user” tab, where I “check” the box next the name of each user to whom I want to send the email. I’d like to be able to send emails directly from Application – Draft and from other tabs.
Idea posted April 3, 2013 by Jan Elston, East Tennessee Foundation
0 votes
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