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GLM & SLM Idea Lab: Email

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Email merge from Foundant

It would be great to have the capability to execute an email merge for our decision notifications from within Foundant. Currently we have to generate a data set from Foundant and use that data set externally in Word to do an email merge.

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deirdre shared this idea  ·   ·  Report…  ·  Admin →
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  • Chris Dahl commented  ·   ·  Report

    Hi all,

    Thanks for your feedback on how you feel we should prioritize this feature. It really is moving up the list - but it will take a fair bit of work to spec out to the point I feel we can develop it. I would still like to hear from others regarding what kind of priority they feel we should give this feature, but currently, as I mentioned previously, it's something that has been discussed quite a bit internally.

    As we get closer to making a decision on implementing this, I will keep you all posted and try to get some feedback from you around our proposed implementation.

    Thanks again!

    -chris

    posted September 3, 2013 by Chris Dahl, Foundant Technologies

  • Ideas commented  ·   ·  Report

    Hi Chris,

    I agree with Daniel and Lynn on this. I would also like to see this feature implemented as email is our main mode of communication.

    Thanks for your consideration.

    ~kristen

    posted August 28, 2013 by Kristen Cullen, Carolyn Foundation

  • Ideas commented  ·   ·  Report

    Chris,

    I agree with Daniel as this would be quite helpful. We also do almost all correspondence via email. We look forward to this making it higher on the priority list.

    Thanks!

    -Lynn Larson

    posted August 7, 2013 by Lynn Larson, Fred and Jean Allegretti Foundation

  • Chris Dahl commented  ·   ·  Report

    Hi Daniel,

    Thanks for taking the time to submit your suggestion. Email merge is something we have discussed internally for some time. We are still balancing it against other priorities, but we've also taken a number of steps in recent releases that we've felt were prerequisites for email merge (i.e. process/stage-specific notificiations and better non-email merge functionality).

    While we continue to have some higher-priority work we need to tackle in the short-term, I'm looking forward to hearing from other users where they think this feature should be prioritized. Even if folks don't comment much here, I anticipate I'll get some feedback at the upcoming Summit this fall, and will be in a better position to establish time frames for this functionality at that point.

    Thanks again for you comment,

    -chris

    posted July 28, 2013 by Chris Dahl, Foundant Technologies

  • Ideas commented  ·   ·  Report

    We suggest a mail merge feature that can be used for email. We conduct all of our business with applicants and grantees through email. Thus, being able to merge award or denial notifications and other routine correspondence to our email recipients would be quite useful and a big time saver.

    Idea posted July 16, 2013 by Daniel Komansky, The Slomo and Cindy Silvian Foundation, Inc.

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