Assign follow-ups and notify grantees later
Could there be a way to assign follow-ups to grantees and notify them at a later date? Right now, when assigning follow-ups, the grantee is notified on their dashboard right away that they have a follow-up and therefore they will know that they have a grant. I would like to assign follow-ups during our Foundation's approval process time in November; however, the grantees are not notified of their grant until December with an award letter and payment then.Therefore, the surprise of being awarded a grant would be ruined if the grantees received notification of a follow-up prior to their award letter/payment. I would like to assign follow-ups for our grantees with a postponed notification date.
Rosa King
shared this idea
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Kevin Lugo
commented
For those working with GLM and C-suite, this is a needed feature. We must approve in GLM in order to push the request into C-suite, where it obtains final approval. Our options are 1) assign a follow-up on approval and notify the applicant before final approval, 2) assign a follow-up but do not notify the grantee (we will later need to send a manual email), or 3) do not assign a follow-up but then go back and manually assign it once final approval is obtained. All three ways lead to their own challenges.
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Dina Pereira
commented
Great suggestion! I've had to just hold off approving in Foundant to not ruin the surprise of receiving their "Congratulations" letter.
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Priti Mehta
commented
I agree with this recommendation. When a grant is "approved" we can delay when they will see the updated status in their application , however when we assign a follow up they immediately are able to see the award decision.