Ability to link incoming e-mails directly to a request/organization
In order to facilitate the archival of correspondance linked to an organization or a request, we try to always send e-mails directrly from Foundant (using the "Send (no template)" option.
However, the responses come to our Outlook inbox and we have to save them somewhere in order to upload them in the Document section of the organization or request. It takes time and it does not allow us to view all correspondance in one place (e-mail history).
There is a lot of back and forth with applicants and grantees, so that would be very useful!
Ode Belzile
shared this idea
We are continuing to understand the needs and workflows for emails that need to come back into the system.
What providers are people using?
Are there emails other than responses to system messages that need to live in the system?
If an email was sent in relation to a request, example for submitted, where would you want to view that email from?
Any thoughts are very helpful
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Ode Belzile
commented
We would like to be able to link responses to automatic messages, but especially answers to inquiries that we make to applicants, so that we can keep track of ALL correspondance in foundant.
Seing them in applicant and request e-mail history would be great, with the ability to be notified when we receive such e-mails.
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Molly Gelinas commented
We use Gmail and also would really love it if it was possible to integrate that with Foundant. Our grantees often ask detailed questions about their specific grant throughout the grant cycle, and it would be so helpful to be able to have those saved to Foundant in an easier way.
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Lorna Sandberg
commented
Ideally it would be great if CSuite integrated with Microsoft Outlook, so we could send from Outlook and attach to a profile as we were sending it. (no uploading or notes needed). At a previous position we had Salesforce, and this worked great. From what I remember, we didn't have to send from the system (while we could). And we could then use the system to triage emails as "cases" and assigned to the respective staff person to address and resolve.