83 results found
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Two contacts assigned to grant applications.
Having the choice to assign two contacts to a grant application and followups. Small organizations or volunteer-based organizations have turnover, and we've had instances where the contact assigned has left the organization, and reminder notifications about grant reporting are never seen. This could be fixed by having a backup email automatically assigned.
148 votes -
Tasks and Reminders
Please add the "task" feature like in CSuite to GLM and SLM! It is so handy when the workload is shared between people!
87 votes -
Folders for Communications Templates
It would be great if we could put email templates in folders by grant opportunity. We have so many on our CF and have to scroll down to find each one because they are so different. Please make folders to make it easier to find the templates we need.
81 votes -
Delete users
DELETE USERS
It would be most helpful to be able to DELETE (not just deactivate) Users. We don't want to keep a bunch of outdated/not relevant /even deceased contacts under "inactive" if we don't have to. We have to keep some Users as "inactive" with dummy emails in order to show concurrent affiliations - so it's already a busy place for us.79 votes -
Evaluating Follow-up submissions
The ability to have an optional Evaluation stage to Follow-up forms would be helpful for some clients. The genesis for this idea came from an earlier discussion area post. Please use this post for any further comments.
Let the conversation begin! Thank you,
-raymond
Here is the original post:
I am a new Foundant user. Prior to using the Foundant system, when a grantee mailed us a grant report, our two staff members would review it (especially the employee who was "in charge" of a particular grant), then we would copy it and enclose it in the (snail-mailed) docket for…
79 votes -
Due date for evaluations
Would you consider adding a hard due date for evaluations like there is for applications? This would allow us to use due date as a merge field in our email communications to evaluators to notify them when they are due. It would nice to have an auto-reminder 2 weeks in advance etc.
69 votes -
Scholarship communication with applicants via text
Many students do not check their emails or voicemails on a regular basis. Some do not even set up their voicemail boxes. Texting is their primary mode of communication. Having the capability of texting messages to the applicant might speed up their response to our requests.
69 votes -
multiple reminder emails
Increase the number or make customizeable the number of reminders that can be sent. Our leadership prefers 2 reminders BEFORE the due date rather than 1 before and 1 after. :-)
45 votes -
sort email templates
It would would be very handy if we could have the sorting feature added to the header on the email templates list.
43 votes -
Primary Org Contact to view follow up reports and due dates
Can you add the follow up report view to the primary contact of an organization? I am getting requests from ED's asking if they can please be able to view all of their following reports from various applicants within the organization.
34 votes -
Use the merge fields in email templates
I am trying very hard to outsmart the system. I am trying to use some of the non-standard merge fields that I generated out of one of our processes in an email template. I got it to work in one, but am having trouble with the second...If I can get it to work, I'll be able to pull data from the installments and one of my follow up forms into an automatic email for our Admin Assistant, so she can then generate a payment request in PeopleSoft. I did notice in the email template that I got to work, that…
33 votes -
Include email responses in Contact email history
The contact email history would be a much better tool if it included all correspondence with the applicants. Only being able to view emails sent to the applicant and not seeing responses makes it an incomplete history.
28 votes -
Allow e-mails to be delayed or scheduled in advance
We use manual e-mails for our responses to various requests and we sometimes process these outside office hours. We would like to be able to schedule manual e-mails for a later time or date.
27 votes -
Collaborator Receive Emails
I love the collaborator feature! Here come the but. But it would be great if the collaborator could receive emails as well as the applicant. I have several executive directors that submit and application but then want someone else to complete the follow ups.
27 votes -
Communication Tracking
Please consider adding a feature to document within the system a communications and activity log for organizations. All staff could access this log to monitor our engagement and verify information. It could be used for phone calls, emails, site visits, etc.
24 votes -
Batch Emailing Committee Members
Add the ability to batch email all members of a particular committee.
23 votes -
Set up an administrator notification for when evaluations are completed
We have our evals set up to get management approval of submitted grants before we proceed with processing them. I'd love to get a notification that the evals were completed to serve as a prompt for me to log in and move the application forward.
21 votes -
Timing of Automated Emails
Hi there. I notice that some of the automated emails I have set up in my processes are sent out by the Foundant system at odd hours of the night. Recently I had a batch of reminder emails that were sent through the Foundant system at 2:00 AM. It would be wonderful if I could set a time for those emails to go out, or at the very least to have the system send automated emails at a more reasonable hour. My concern is that if grantees have email and notifications set up on their phone, my reminder email might…
20 votes -
Forward emails from outside of Foundant into the System
Allow "forwarding" emails to each organization file within Foundant. Our lives would be so much easier if we could forward emails from several places into an organization's "file" to keep the history all in one place.
In Evernote, they give an email address, customized to me, that allows me to forward any email/file into Evernote and then tag it within Evernote. Years ago, in Basecamp, they had an email address for each "project" we would set up. If you all could figure this one out and add it as an option, we would truly be able to have EVERYTHING in…14 votes -
Reminder texts
We are a scholarship organization and fund students for four years of undergraduate study. We contact them at least three times per year via your email system, and the students don't respond very well to emails anymore. Local high schools have said, "Why don't you use REMIND.COM or the like - just text your scholarship recipients instead of email reminders." We collect our students mobile phone numbers - can you incorporate a text reminder program into your software processes? Thanks, Jim K. - keep up your good work!
14 votes
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