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.
Christine
shared this idea
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Conner Peckham
commented
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.
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Christa Fish commented
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.
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Kathleen Pomerantz
commented
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
Totally agree. I'd like an auto option for complete to applicant and complete to administrator.
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Anonymous
commented
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 dueThere 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.