102 results found
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Auto email exception
I would like the ability to override which auto email templates to use at the Request record level. I have a follow up form, "Interim report", that I assign primarily for multi-year grants, but also for the occasional expenditure responsibility (ER) grant and maybe in a few other circumstances. For ER grants, the IRS requires the grantee to submit a report to us as of the end of their fiscal year, and to do so every year until all funds are expended. When we make an ER grant near the end of a grantee's fiscal year, I know they won't…
2 votes -
reneamuellerleile@rosenaufoundation.org
Additional standard merge fields available in email templates and the ability to customize / add your own to the forms. We have information that must legally be included in our approval and denial letters which are not available to be merged into the email, so we need to stop and fill in each manually, reducing the efficiency of automation within GLM.
7 votes -
ability to add multiple emails to transfer requests
it would be helpful to have the ability to add multiple email addresses to the transfer request email function. We have to notify the custodian, investment manager and investment advisor - and sometimes there are multiple people at each location.
1 vote -
Autopopulate Emails Addresses
It would be great if emails sent from Foundant would autopopulate as you typed the email addresses from the Users stored in Foundant
4 votes -
Email to Admin in Evaluation Stage
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.
20 votes -
Email Formatting
Emails generated through Foundant have grey boarder margins that cut off sentences on some email platforms. Can Foundant fix this formatting issue so email formatting will look the same on multiple email providers?
3 votes -
User Email History
Could the user email history tab, for a user that is not admin, show up when they log in? Having it easier for them to locate would be wonderful.
2 votes -
Sender Merge field SLM Email Templates
Email templates now offer the "Sender" merge field, it would be great if we could have the "Business Tittle" field in the users settings (optional) and maybe only internal so students to have access to it, but this would allow us to easily communicate foundation staff information without having to manually input. This would also allow us to track the evaluator's tittle at the schools involved in our nominating committees. Bonus if we can sync it with C-suite!
1 vote -
Please, please, please add "Fund Names" into the available merge fields for email templates!
When notifying someone of a grant award, we have always referenced the fund name in a check letter. As we move notifications to email, we need to be able to include the Fund Names. In CommunitySuite-integrated processes, the field exists already in the Installment form. It would be great if that field were both shared to other forms and as a merge field for email templates!
3 votes -
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!
15 votesWe 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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date based third party reminder
Someone else requested it, but it was archived, so I would like to bring back into consideration third party reminders based on a due date (the application due date, if not a separate third party due date), instead of the date when the third party response was requested. Our application process opens several months before the application due date, and some requests are made right away. Not only will those recommenders forget by the actual due date, but it has historically seriously annoyed our recommenders to receive a reminder before the actual due date. We love having an automatic reminder,…
2 votes -
SLM be able to get the Process Summary as a merged field in an email template
It would be useful to be able to have the Process Summary as a merged field in an email template. Every year before opening the scholarships, I send the donors a copy of their criteria using word merge. It would be easier to just send them an email from SLM.
1 vote -
Automatic Emails Editable
Can there be an automatic email for the "LOI Declination?" Or better yet, can it be determined by the administrators which emails are automatic or not?
3 votes -
Donation email body content
Allow for merge fields to be used in Donation email body - currently only name & salutation are available, however more merge fields are allowed in Donation notify email body
https://support.foundant.com/hc/en-us/articles/5626818564375-Donations-Content
3 votes -
Report Complete Automation
It would be helpful for our grantees to receive a message when a previous report was accepted (completed on our end) so they can move onto the next report that’s due. The only notification they receive is if the reports are sent back as incomplete.
3 votes -
Allow e-mails to be delayed or scheduled in advance
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.
48 votes -
Toggle between friendly names
I'd like to be able to have different friendly names on outgoing emails for different programs. Ideally, it would be another choice on an email template/message.
1 vote -
Folders for Communications Templates
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.
115 votesHey All,
Would you need multiple levels of folders or would one level be enough?
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Automatic email triggered by question in application
I'd like to see an automatic email be sent based on a question answered on the application. For example, "Would you like information on the other financial aid assistance we offer?" And if they click "Yes" then an email with more information is sent.
1 vote -
SLM Merge Field
I'd like to suggest adding a merge field in the email templates that pulls in the email address of the student's parent or guidance counselor.
1 vote
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