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Email to Grants Manager when follow-up is complete

We have matching grants as part of a Foundant process, and we send the match payment after we receive the final report Follow-up. It would be nice to have the system automatically generate a notification to our grants manager when the Program Officers have marked the follow-up as complete.

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Christine shared this idea  ·   ·  Report…  ·  Admin →
Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded  · 

Hello,


Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.


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  • Conner Peckham commented  ·   ·  Report

    We would like this additional email option, as well. Currently we are emailing between ourselves internally letting each other know when a grant report is approved and marked "complete" which can then trigger a payment. It would be so helpful to be able to set an automated email trigger to admins when a follow up is marked "complete" which could streamline our workflow to process payment.

    In general, we would love more open email options to be able to select an automated email to trigger based on a status change.

  • Christa Fish commented  ·   ·  Report

    We would like a similar concept but would like the recipient to be emailed that the Follow-Up Packet is complete. We would like an email template to be attached to that action.

  • Kathleen Pomerantz commented  ·   ·  Report

    Absolutely agree that there should be an option to create an automatic e-mail
    to send to Assignees after a form is marked Complete. I came to the Idea Lab to see if this had been requested.

  • Karli Moore commented  ·   ·  Report

    Totally agree. I'd like an auto option for complete to applicant and complete to administrator.

  • Anonymous commented  ·   ·  Report

    The follow-up forms have an automatic email option for:
    When form is assigned
    When form is submitted
    When form was received
    When form was is almost due
    When form is past due

    There should be an automatic e-mail for, "when the form is marked complete" which is the final stage of the life cycle for follow-up forms.

    Often times we receive questions like, "Did I answer all the questions correctly?", "Is it complete", etc.