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  1. We use manual e-mails for our responses to various requests and we sometimes process these outside office hours. We would like to be able to schedule manual e-mails for a later time or date.

    31 votes

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  2. It would be great if we could put email templates in folders by grant opportunity. We have so many on our CF and have to scroll down to find each one because they are so different. Please make folders to make it easier to find the templates we need.

    87 votes

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    3 comments  ·  Email  ·  Admin →
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  3. It would be nice if we could have a notification to administrators when an evaluator has completed their evaluations so you know to move to the next step.

    5 votes

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  4. Would you consider adding a hard due date for evaluations like there is for applications? This would allow us to use due date as a merge field in our email communications to evaluators to notify them when they are due. It would nice to have an auto-reminder 2 weeks in advance etc.

    70 votes

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  5. 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!

    4 votes

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    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

  6. Emailing Vendors when paying a voucher. We notify our payables manually, but it would be great to send them the check details when the voucher is paid.

    2 votes

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  7. I had a partner organization reach out to ask if it was possible for their organization to receive email notification to multiple people from the system. From the sounds of it, in the GLM only the applicant of the request (or assignee of follow-ups) can receive the automatic emails generated from the system.

    If it would be possible to have an option to select multiple recipients for an email to be sent from the system that would be great!

    3 votes

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  8. can we have a way to un send emails when we mess up?

    3 votes

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  9. It would be great if we could either save a draft of an email to an individual or schedule emails to go out at a certain time.

    12 votes

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  10. Right now, administrators do not know when an applicant registers/creates an account until they begin a draft form. In the same way administrators can receive notifications for new forms received, it would be supportive to receive notifications for new registrations so we can better communicate and support folks in that stage of the process.

    1 vote

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  11. 'Installment' should be a field option that can auto-populate in GLM - email templates. We fund multi-year grants and it would be helpful to include both the total amount awarded as well as the installment amount.

    5 votes

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  12. An idea! Currently, there is no way to batch email only users who are actively assigned to a scholarship committee. There is only a way to email all users who have scholarship committee as their role. This would be helpful with sending pre evaluation updates before evaluations are assigned. Currently, you have to manually send out emails to those assigned to committees.

    2 votes

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  13. It would be helpful to be able to build a report that demonstrates the status of an application based on email. For example, an application that has been denied, whether they have been emailed and the status of the email (ie whether they have opened it). Right now we are tracking that outside of GLM. Thanks!

    1 vote

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  14. It would be really helpful to be able to remove/add individual emails when using a batch email to applicants/evaluators. It is so tedious to manually type each email when you only need to exclude a handful.

    1 vote

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  15. Option to send auto emails at the midpoint of the grant period. No need for any reporting at that point, but we want to remind grantees to contact us if they have questions or anything has changed.

    3 votes

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

    87 votes

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    Feedback Needed  ·  13 comments  ·  Email  ·  Admin →
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  17. It would be helpful to have different font options when creating or modifying email templates. We have noticed that when our templates are exported (or sent to applicants), the font type changes inconsistently. Some sections will be Ariel and others Segoe. It's hard to tell if the different fonts are present in GLM, but we would like the ability to highlight/ select all and then choose one font type.

    5 votes

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  18. It is as simple as, we would like to have the option to schedule send emails in SLM.

    5 votes

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  19. We often have to turn off automatic e-mails for short period of times when we work on individual requests and do not want the applicant to receive a notification.

    Sometimes, we forget to turn the automatic e-mail back on in the tool manager and it creates confusion.

    It would be great to be able to toggle off (an on) automatic e-mails for an individual request, directly in the request.

    3 votes

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  20. I'm hoping there is a way our foundation can copy collaborators in email communications and send them auto-generated emails for a request within GLM. Just as there is the option to CC/Copy a primary contact, It would be GREAT to have that same checkbox for CC/Copy collaborators. So many of our organizations use grant writers who are not affiliated with their organization to submit proposals and we need our communications to go to them!

    10 votes

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