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Integrating Email & Phone Notes

Thank you for being willing to receive suggestions in this forum. You are brave folks and unique.

Increasingly most grantee correspondence takes place via email or telephone. Might it be possible to have email more strongly integrated into the Foundant GLM? It would be especially helpful if emails that we generate in the system could be saved with each specific grant - along with the grantee's email responses back to us. Maybe there could be a way the grantee can initiate an email to us - through Foundant? Copying and pasting Subject lines and message texts into the "Comments" section is not working well for us (because it is so time consuming for our limited staff).

We could use "Comments" sections for audit tracking of phone calls, if they could be attached to individual grants.

We might even stop using Outlook - which would make our Apple users very happy Smile

Kathryn

posted March 19, 2012 by Kathryn Treanor, Dietel Partners, LLC

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  • Chris Dahl commented  ·   ·  Report

    Hi Kathryn,

    With the improvements we've made to handling comments and archiving emails from within this system, I'm going to mark this Idea as "Implemented".

    If you have suggestions for additional improvements, please let us know - and thanks much for the feedback and suggestions! They've definitely played a role in shaping the direction of the product and our efforts.
    -chris

  • Chris Dahl commented  ·   ·  Report

    Hi Jen and Kathryn,

    Thanks for the suggestions. First, there are a number of posts with Email archiving and Better Comment Handling references. It's a bit tough trying to track the different threads, but here is a link to an email-specific one: tracking email correspondence sent to organizations and to a comment-specific one: Add comment field and list on overview page.

    That said, in regard to saving email responses from users ... I understand the request. At this point, though, it's really not on the product roadmap. Adding functionality to archive emails that originate from the system is on the roadmap though.

    In regard to the comments on each grant, I think you'll see under the Add comment field thread I linked to that we have considered ways to improve this and have a specification ready. I'm not sure when it will be implemented, but I think the implementation will address a lot of the concerns people have around managing application-specific comments.

    Thanks,

    -chris

    posted September 27, 2012 by Chris Dahl, Foundant Technologies

  • Ideas commented  ·   ·  Report

    we use comments in the organization tab; it certainly would be helpful to have comments in each grant, too. flexible for different functionality. one flag though is that I could see this 'clogging the system'. It depends on how many communications we're talking about, too. would information get buried/lost? could it be searched for?

    posted September 6, 2012 by Jen Bokoff, Laurie M Tisch Illumination Fund