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  1. I would love it if, when sending an email that's in a template, there was a way to choose a pre-uploaded signature (even if it was plain text). Right now whichever progam officer is sending the email has to go into their outlook email and copy/paste their signature into the email. Is there a way there could be a dropdown menu (or something similar) so that users with admin status could choose a their signature?

    14 votes

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    0 comments  ·  Email  ·  Admin →
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  2. We had a thought that the system should be able to automatically send emails at the approval and denial stages in granting. My thoughts are that we could setup a template that uses merged fields to email applicants whether they are approved or denied. Thoughts?

    10 votes

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    Proposed Idea  ·  5 comments  ·  Email  ·  Admin →
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  3. It would be helpful to be able to include a Foundation logo and signature in Foundant e-mail templates. Sending e-mails to grantees through Foundant is certainly easier than having to individually contact each grantee, but Foundant e-mail templates allow no formatting/images which makes our e-mails feel unprofessional and unofficial.

    8 votes

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    1 comment  ·  Email  ·  Admin →
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  4. We would really like to have the rich text editor also available for the email templates. We would like to be able to underline/bold/italics/bullet points/etc for emails that are automated from the system.

    We will often bypass sending an auto email to instead spend the work doing them individually specifically because we cannot add emphasis in the text. Please consider adding this functionality!

    6 votes

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    1 comment  ·  Email  ·  Admin →
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  5. It's hard to tell which follows ups we have reviewed and which ones we haven't. It would be nice if the follow ups had a read/unread status- like emails- or if there was an additional bucket on the dashboard (additional status) for follow ups that have been reviewed. Note that we don't send follow ups back to the applicants because we don't want to have to review it twice. Adding the missing document is much easier. This applies to applications as well.

    9 votes

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    6 comments  ·  Email  ·  Admin →
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  6. The ability to have an optional Evaluation stage to Follow-up forms would be helpful for some clients. The genesis for this idea came from an earlier discussion area post. Please use this post for any further comments.

    Let the conversation begin! Thank you,

    -raymond

    Here is the original post:

    I am a new Foundant user. Prior to using the Foundant system, when a grantee mailed us a grant report, our two staff members would review it (especially the employee who was "in charge" of a particular grant), then we would copy it and enclose it in the (snail-mailed) docket for…

    96 votes

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    Proposed Idea  ·  61 comments  ·  Email  ·  Admin →
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  7. I recently went into an organization's email history to look at an award notification, the original of which included an attachment, but the historical copy made no reference to an attachment. It would be helpful if historical emails referenced document(s) that may have been attached.

    9 votes

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    4 comments  ·  Email  ·  Admin →
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  8. It would be really handy if we could insert a hyperlink in an email to allow an applicant to be taken directly to their sign on page from the email. Example, if an automatic email goes out that an LOI has been approved and they can now go in to complete an application, it would be nice if they could access that link to the sign on page directly from the email.

    Thanks.

    Lynn Larson - Allegretti Foundation

    posted February 1, 2012 by Lynn Larson, Fred and Jean Allegretti Foundation

    10 votes

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    6 comments  ·  Email  ·  Admin →
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  9. We give grants to non-profits and international organizations. . . . .many of whom have email addresses ending in ".org", or other international designations.

    PLEASE don't restrict my email address format to " mailto:name@domain.com "

    Idea posted January 4, 2013 by Karen Wallace, First Fruit Incorporated

    3 votes

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    2 comments  ·  Email  ·  Admin →
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