108 results found
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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.
116 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 -
Email template logic
It would be so useful to be able to incorporate logic into email templates. If I could have one sentence if a certain condition is true, and another if it's not, would save me from having to create (and maintain!) a multitude of templates.
3 votes -
Due date for evaluations
Would you consider adding a hard due date for evaluations like there is for applications? This would allow us to use due date as a merge field in our email communications to evaluators to notify them when they are due. It would nice to have an auto-reminder 2 weeks in advance etc.
89 votes -
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.
9 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.
17 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!
18 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!
96 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…
5 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.
4 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.
12 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?
8 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.
8 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.
8 votes -
Two contacts assigned to grant applications.
Having the choice to assign two contacts to a grant application and followups. Small organizations or volunteer-based organizations have turnover, and we've had instances where the contact assigned has left the organization, and reminder notifications about grant reporting are never seen. This could be fixed by having a backup email automatically assigned.
175 votes -
Automatic Emails for Grant Managers
To avoid sending all automatic emails to every grants manager in a process. It would be helpful to be able to have emails attached to a specific requests be automatically directed to the grants manager assigned to the request?
6 votes
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