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GLM & SLM Idea Lab: Email

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Send Batch Emails from Payments Tracking Page

We send out confirmation emails with our grant payments each month. These emails vary based on the payment schedule of the grant, but not drastically so. It would be wonderful if I could select a group of payments from the tracking page and email them all the same template.

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MV Banks shared this idea  ·   ·  Report…  ·  Admin →
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  • Lacey Matney Sortman commented  ·   ·  Report

    This would be life changing for my workflow!! Please please :)
    Please add the ability to "Email Applicants" (like the Batch Options feature has on other pages in Foundant).

  • Lacey Sortman commented  ·   ·  Report

    We also need the ability to pull the Installment Amount field into correspondence template (not the full grand total of the Grant Amount.. just the amount of that one check/installment.)

  • Lacey Sortman commented  ·   ·  Report

    this would be A HUGE workflow improvement for me too :)

  • Linsey Sauer commented  ·   ·  Report

    This is an old item but I am voting on it now as I would love to be able to send e-mails from this page. It doubles my workflow when sending out payment notifications to then click in to the organization.