174 results found
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email reports
It would be great if we could schedule reports to automatically email whenever we wanted - mostly for recurring reports we use on a regular basis, whether it's daily, weekly, monthly, bi-annually, etc...
For instance if we had a report we wanted to schedule for every Monday with new date parameters we could set it up so the system would automatically email it to ourselves, and/or others in our org or board members, without having to come into the system to run the report every time.
6 votes -
collaborator role
When an individual is added as a collaborator, they seem to skip the registration process? They are not tied to an organization and don't have a role assigned. I'm getting emails from people that have been collaborators and think they have access to the system but don't. I'd also like to assign follow ups to a collaborator without having to add them as a user first. Can they automatically be granted applicant status?
4 votesThis request was last updated in 2023 or earlier and received fewer than 5 community votes, so it has been archived as part of our Idea Lab cleanup.
If this idea is still relevant to your organization's needs, please feel free to submit a new request with any updated context or use cases. We encourage you to share the new submission with colleagues who might also benefit from this feature to help us gauge community interest.
Thank you for your continued engagement with our product development process.
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3rd party emails
It would be nice in SLM to be able to email everyone (at one time) that has received a 3rd party email a reminder that they have outstanding requests from an applicant.
7 votes -
SLM - save new batch email as a new template
Can't always know that you want something you write to be a template - but when I write a note that would be good to keep and use again, would be great to have a "save as new template" option. This exists in other software I used at a prior job and it's great.
3 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Letters of recommendations from third parties being marked as complete
When third parties are assigned letters of recommendations for scholarship applications, sometimes they are not able to upload the letter themselves. Instead, a member of the scholarship administration team will upload the letter (which was emailed to us) on their behalf. Even when we upload the letter for them, it is still marked as incomplete from the applicants view of the application. It would be helpful if it was marked as complete if the letter was uploaded, whether or not it was uploaded by a third party.
3 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Assign "reply to" email to the process so it can be a merge field.
For our "special handling" funds that have a dedicated "reply to" email (vs. our generic grants@), we have to create a full set of template emails for each fund. If a "reply to" email could be attached to a process and serve as a merge field, we could use one set of templates for all of our funds.
3 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Hide Student Contact Info (not student name) in SLM
We would like to be able to show students' names to evaluators but have their contact information (mailing address, email address, phone number, etc.) hidden from evaluators.
4 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Committee members report
I should like a report that lists the first and last name of committee member, email address, added, last edited AND THE COMMITTEE NAME, PROCESS, PROGRAM, SCHOLARSHIP NAME on one page.
It would be used for updating committee members per scholarship etc.6 votes -
Batch Upload Shared Documents to student's profile
It would be extremely helpful to batch uploaded documents to the student's shared document tab for each scholarship process. Once we upload a document- an automatically triggered email is sent to the student to review the form. For example- we need to send a form for the students in the process to complete. Once we give access to students to view the form- an automatic email or Text Message is sent to the student to review and complete the form.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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SLM communicating to students
New to SLM and very happy with it. Any chance that while we email to students (who now don't check emails anymore) do we have the technology to email and/or text. I know some other software has this ability and I hope Foundant has too?
8 votes -
Allow email to be sent to a specific person regarding a request, not just the applicant
I've created an internal process for contributions that are not initiated by an external applicant (used for discretionary grants, employee matching, and ad hoc Foundation contributions). I need to alert our internal financial person, as well as our CEO, whenever one of these contribution records is entered in GLM. I had intended to use the automatic email "To Administrators (when Submitted)", but because it is only ever created internally, it is never actually "submitted" and so my auto email never gets triggered. I'd like to at least be able to use the email template I've created to manually alert these…
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Fix Quick Export to Export Fields Reflected in Each Bucket - Not Basic Unrelated Fields
When viewing any bucket, for example, the Draft Follow Ups, the fields presented on the page are Form, Organization, Assignee, Project Name, Due Date, Staff Person, and Amount Awarded. When I select records and choose Quick Export at the bottom to export to Excel, the fields I get returned are Process Name, Project Name, Organization Name, Applicant First Name, Applicant Last Name, Applicant Email, and Submission Modified On. This is not helpful. It would be MOST helpful if the Quick Export function exported the fields displayed on the screen. If it worked that way, it could save so much time.…
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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SLM - When sending email with no template, could we have a drop down for admins in the "reply to" box?
Such a pain to have to type my email in every time I send a non template email!!
If not a drop down choice of the admin and director, perhaps a default to the person who is signed in?
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Resources examples
Is there a way to create a central location for shared files, examples, templates, etc.? Sometimes, you can find what you are looking for by spending time going through all the Q&As. It would be helpful to have a "Resources" folder, with subfolders for GLM, SLM, CSuite, then further broken down into email templates, examples, follow-up forms. It would be a great place to share and compare!
If this already exists please point me in the right direction.
EDITED TO ADD...This would also be a great place for all of the Foundant staff to share all of their great templates,…
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Registration Email Options (system default)
We have multiple processes for different applicants. A registration email option to address these groups would be helpful with instructions and information pertinent to their process/funding program.
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Email not template Saved Signature
While we can design an email template with an automatic signature, could we do the same for emails that are not a Template, maybe saving the complete signature in some other fashion
11 votes -
Have a Saved images option instead of typing in a url every time
Would be great to have at least a handful of oft used logos saved to insert rather than pulling up a url every time you send a non template email from the system.
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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increase the spacing in the cc field beyond 50 characters to 150 characters, when sending an email to multiple users.
When sending to multiple users, my company alone has over 20 characters after our names. I have tried using the bcc field and some of the users think I neglected to cc others because the bcc field is a blink copy. Once I add in 5 staff members we have already exceeded 100 characters.
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Messages
Can we have reply's from emails we've sent from Foundant return to the Administrator (or user) that sent it in a "Messages" portal in our account?
As a company administrator, it's hard for us to track communications if the only message tracked in Foundant is the initial email that we sent. All replies (from the grantee) and staff responses are in their personal email accounts and this can be troublesome for maintaining proper file retention policies.
4 votes -
In SLM, please offer a two DIFFERENT email templates for these two situations: eligibility complete & application submitted
In SLM, please offer a two DIFFERENT email templates for these two situations: eligibility completed & application submitted. Currently, only one email to students is offered and needs to be used for BOTH situations. This is very confusing to students, causes frustration and likely prevents some students from finishing their application.
3 votes
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