93 results found
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installment
'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.
8 votes -
Draft Emails
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.
15 votes -
Batch emails to users assigned to committees (UA)
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.
3 votes -
Manually Add/Remove Email Address in Batch Email
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.
2 votes -
email history
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 -
auto email at grant period midpoint
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 -
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!
91 votes -
schedule emails
It is as simple as, we would like to have the option to schedule send emails in SLM.
7 votes -
font
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.
7 votes -
Copy Collaborators in Email Communications
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!
11 votes -
Ability turn off automatic e-mails for individual requests
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 -
Third-Party batch email options
We frequently follow-up with third-party respondents in applications. It's time-consuming to click into each application, process, email history to make those connections. We'd like "email third-party respondents" as one of the bulk option for selected applications.
9 votes -
third party link
The email the system sends to a third party is editable except for the link to the request. Would it be possible to make that link much more visible? Like a button or header size or something?
7 votes -
bulk email to evaluators
It would be really nice for Grant Managers to have the option in Tools to be able to create and send group emails to their Reviewers on specific application processes. I do recognize there are areas that you can send emails to all of them but it's buried within the dashboard/application and if you picked more than one application it would send multiple emails to the reviewers. It would be nice to do it on a higher level.
5 votes -
Give the choice to cc secondary contact in emails
In sending out emails to applicants, in most cases they are already going to the primary contact (grant writer, Dev Director, program mgr. etc.) And the ED or CEO is almost always the secondary contact. It seems silly for the drop-down option to be "cc primary contact"...when it should include the option of "cc secondary contact". We just completed our entire first GLM process, and have only now realized that we've not been cc'ing the ED of most organizations!! This puts the onus on the primary to share. And yes, I guess we should have been adding a cc to…
2 votes -
merge fields from request
It would be great if all fields were available for email merges. Specifically, we schedule in person meetings as part of our review process, and those times are loaded into the application and evaluation so that I can display them for evaluators. I'd love to pull that field into the applicant emails. This is currently the only process email that I have to send outside of Foundant.
4 votes -
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.
7 votes -
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,
6 votes -
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.
5 votes -
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.
9 votes
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