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129 results found

  1. Tasks and Reminders

    Please add the "task" feature like in CSuite to GLM and SLM! It is so handy when the workload is shared between people!

    66 votes

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    Feedback Needed  ·  8 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Email reminder of deadline for applicants in draft stage

    Hear me out.... an automatic email message that is sent out to all applicants who are in the draft stage, as a reminder to complete their application for the grant cycle that is ending. "Dear applicant, you currently have an application for the (insert grant cycle name) grant cycle in draft. Don't forget that the application deadline is tomorrow (insert date). We look forward to receiving your application."

    52 votes

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    Proposed Idea  ·  5 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Notification of Administrator when User Makes Profile Changes (address, phone, email, etc.)

    It would be helpful for administrators to receive a notification when a user makes a change, such as address, phone, etc. in both GLM and SLM, but especially SLM. Sometimes different systems are used for communications, etc. and we can't make those updates if we aren't aware of changes made by users.

    9 votes

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    Planned  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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  4. process summary

    It would be so helpful for the Process Summary to easily convert to a pdf, for sharing purposes, just like the Question List for the application. Unless I'm missing some training, the only way I can share/get feedback from my colleagues on that is to copy and paste it into a Word document or email. When I've finalized an application process and want to circulate it for input/approval, the Process Summary should be able to go with it.

    7 votes

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  5. Allow the same email address listed as a contact in one organization to be included as a contact on other organizational records

    Hello! Please allow the same email address to be used across different organizations. The system shouldn't dictate that limitation. This is for someone who is president of an association with its own record and is also a contact for her organization, which has its own record. The association does not have its own email addresses - members use their own organization's email. And grant writers should be able to use their own email and login to different accounts - the collaborate function is an inconvenient workaround. Thank you for considering.

    76 votes

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  6. Email Draft Outbox

    It would be amazing if there was a draft email box, that you could stage emails in until sending. I.e. Save a draft of the preview of the email.

    Our Director does a final approval of the notification letters prior to sending, which we send via Email Templates in GLM. Ideally, there would be a way for the draft to be created by one user then reviewed by another, so the first user can send the email.

    2 votes

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  7. Two contacts assigned to grant applications.

    Having the choice to assign two contacts to a grant application and followups. Small organizations or volunteer-based organizations have turnover, and we've had instances where the contact assigned has left the organization, and reminder notifications about grant reporting are never seen. This could be fixed by having a backup email automatically assigned.

    135 votes

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    Proposed Idea  ·  20 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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  8. Reminder Emails to Students

    Add the ability to send reminder emails to students who have open applications to submit them before the deadline. Ideally - include an option for a 2-week and 1-week reminder to be sent.

    1 vote

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  9. Archiving Follow-up Forms

    It would be nice to be able to archive follow-up forms that we no longer use for various reasons as we can now archive processes and email templates.

    5 votes

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  10. Option to use organization's domain name in auto-email communications

    It would be great if there was a way for use to use our own email domain and address for emails sent from GLM and SLM (rather than @grantinterface.com as it is today) for emails sent from the system, both automated and user generated.

    We believe this would improve the professionalism of the email to have all communications come from our own domain, and allow us to standardize our communications with email recipients, and take advantage of their already having our domain identified as a safe sender.

    This approach may not be for everyone, so having this as an optional…

    2 votes

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  11. Add a BCC field to system generated email "{{Funder.Name}}: Registration for Online Application".

    It would be nice to be BCC'd every time a new user create a profile in Foundant. This seems like a ripe opportunity to create a connection with someone new to our world. Thanks,

    3 votes

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  12. Automated Reporting

    Having a feature to automatically run a report for x amount of time (e.g. monthly) and emailed to x people (e.g. way to insert email addresses)

    4 votes

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  13. Email history

    It would be great if email history could be filtered by automated vs. sent out from an Admin.

    2 votes

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  14. Email template frequently used language "chunks"

    I have many email templates that are only slight variations of each other; they contain substantially the same language, with a few differences specific to the circumstances. Whenever the basic language needs an update, I have to access each template individually and make the update. I would like the ability to set up a "library" of phrases, or language "chunks", that I can insert references to in my emails, similar to how I can insert merge fields. For example the paragraph that I've included in every template related to reports that provides instructions on accessing and submitting reports could be…

    1 vote

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  15. Salutations for Email Templates

    It would be helpful in the Update User section if there was a field for the individual's preferred greeting that could be pulled into email templates. We have had quite a few comments that the traditional salutation prefix greeting is restrictive to one's identity - as not everyone is a fan of Mx.

    Additionally, many of our applicants prefer to be addressed by their first names, while others prefer the more formal Dr. Smith or Pastor Smith for example. Adding a field for a preferred greeting would allow us to use the batch email feature while still respecting individual preferences.

    3 votes

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  16. Control when scholarship details are viewable on student dashboards

    It would great if we could control when the application status on students' dashboards are updated so they won't see their approved or denied scholarships until high school students have their awards presentations at their high schools and our notification emails have been sent (in relation to the date they are notified by their school). Currenlty, we have to decide whether to keep students in the dark well after they've been notified by their school or spilling the beans early for those students who haven't yet had their awards presentation event. It would be wonderful if the status update was…

    5 votes

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  17. new application email notification

    It is possible to set up an email template to send when someone starts a new application?

    Basically, we want to be able to send a welcome email to someone who starts a new application, encouraging them to contact a friendly grants staffer for coaching if needed, and to have our grants outreach specialist notified when a new application is started.

    2 votes

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  18. Mass Upload and Delete Email Attachments

    It would be very helpful if we had the ability to mass upload documents from file to the email attachments in GLM. It would also be great if we had the ability, with a checkbox, to mass delete the email attachments once we are done with them.

    3 votes

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  19. Make Administrator Comments a Merge Field in Email Templates

    This would be helpful when we are communicating with applicants who need to make changes or updates to a submitted application/form. Thank you!

    3 votes

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  20. Batch Emailing Committee Members

    Add the ability to batch email all members of a particular committee.

    20 votes

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