53 results found
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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.
3 votes -
schedule emails
It is as simple as, we would like to have the option to schedule send emails in SLM.
8 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.
9 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!
15 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.
10 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 -
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,
7 votes -
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.
7 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 -
Include email responses in Contact email history
The contact email history would be a much better tool if it included all correspondence with the applicants. Only being able to view emails sent to the applicant and not seeing responses makes it an incomplete history.
37 votes -
Forward emails from outside of Foundant into the System
Allow "forwarding" emails to each organization file within Foundant. Our lives would be so much easier if we could forward emails from several places into an organization's "file" to keep the history all in one place.
In Evernote, they give an email address, customized to me, that allows me to forward any email/file into Evernote and then tag it within Evernote. Years ago, in Basecamp, they had an email address for each "project" we would set up. If you all could figure this one out and add it as an option, we would truly be able to have EVERYTHING in…17 votes -
add to calendar
Create an "add to calendar?" option for any due date (app/follow up forms, etc) whether from the dashboard or within an automatic email. This would be really helpful for applicants who are managing multiple grant processes that are in several stages.
16 votes -
Use the merge fields in email templates
I am trying very hard to outsmart the system. I am trying to use some of the non-standard merge fields that I generated out of one of our processes in an email template. I got it to work in one, but am having trouble with the second...If I can get it to work, I'll be able to pull data from the installments and one of my follow up forms into an automatic email for our Admin Assistant, so she can then generate a payment request in PeopleSoft. I did notice in the email template that I got to work, that…
41 votes -
sort email templates
It would would be very handy if we could have the sorting feature added to the header on the email templates list.
51 votes -
Email History by Process
Be able to filter email history by Process.
16 votes -
Collaborator Receive Emails
I love the collaborator feature! Here come the but. But it would be great if the collaborator could receive emails as well as the applicant. I have several executive directors that submit and application but then want someone else to complete the follow ups.
32 votes -
Delete users
DELETE USERS
It would be most helpful to be able to DELETE (not just deactivate) Users. We don't want to keep a bunch of outdated/not relevant /even deceased contacts under "inactive" if we don't have to. We have to keep some Users as "inactive" with dummy emails in order to show concurrent affiliations - so it's already a busy place for us.90 votes -
Reminder texts
We are a scholarship organization and fund students for four years of undergraduate study. We contact them at least three times per year via your email system, and the students don't respond very well to emails anymore. Local high schools have said, "Why don't you use REMIND.COM or the like - just text your scholarship recipients instead of email reminders." We collect our students mobile phone numbers - can you incorporate a text reminder program into your software processes? Thanks, Jim K. - keep up your good work!
22 votes -
popup reminder to view print packet when submitting application
As mentioned previously by Angie in this suggestion (http://idealab.foundant.com/forums/339786-glm-idea-lab/suggestions/12344550-print-packet-option-by-save-and-submit-buttons), applicants aren't really using the print packet option to check for file upload errors or for changes in the text (which sometimes occur after pasting in and saving the application). I like Angie's idea of a button, or possibly a popup reminder ("Are you ready to submit - have you looked at the print packet to see if there were any errors in text or uploads?"). Either way, maybe "Preview" or "Preview Application" would make more sense than "Print Packet" to the applicant.
18 votes -
Show applicants when administrators have uploaded third-party document
Right now if I (admin) upload a third-party document (say a scholarship recommendation) on behalf of a recommender--because s/he can't figure it out or it doesn't work for some reason--it doesn't display to the applicant that it has been uploaded. They can't see it in the "count" summary (0/2 or whatever in their application summary) and they can't see it if they look in the application itself. It looks like I haven't uploaded anything - so then they're concerned it hasn't been uploaded and have to call or email me for reassurance. Please change this so that it shows up…
10 votes
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