93 results found
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Automatic emails at Approval and Denial stage
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?
8 votes -
E-Mail Templates with Logos/Signatures
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.
7 votes -
Email Templates - ability to bold/underline/italics
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!
5 votes -
extra bucket for follow ups
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.
8 votes -
Evaluating Follow-up submissions
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…
92 votes -
Historical Emails should reference attachments.
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.
8 votes -
Hyperlink to log-in page in email
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
9 votes -
Email format in Organization View
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
2 votes -
Dear Foundant:
Can we add to the Greeting page language to add “Administrator administrator@grantinterface.com” to their address book so that our emails will be sure to land in their inbox! Put it in a different color font so that it will be noticed when they open this software.
We continue to have problems delivering emails to our grantees and creates duplicate work for us. Thank you.
4 votes -
2 votes
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Allow us to determine which fields in a User account should be required
It used to be that the only required fields for a new user was the name, email and password. Now, when I create a new user (for example, as an evaluator), I have to include their title, phone, address, city, etc. It's a pain, and I don't usually have those details. Can I change those fields so they're not required? Or change at least some of them? Thanks!
Tom3 votes -
Email records
http://null When using the email function / templates to contact applicants, is there any way the messages could be saved to the applicant's profile or tracked? It would be most helpful to have a log created of all communication sent to an applicant within their organization profile. Failing that, it would be useful to at least have a general "sent messages" folder. Does this exist now or is it possible in the future?
posted October 19, 2011 by Alison King, The Ron Joyce Foundation
0 votes -
Integrating Email & Phone Notes
Thank you for being willing to receive suggestions in this forum. You are brave folks and unique.
Increasingly most grantee correspondence takes place via email or telephone. Might it be possible to have email more strongly integrated into the Foundant GLM? It would be especially helpful if emails that we generate in the system could be saved with each specific grant - along with the grantee's email responses back to us. Maybe there could be a way the grantee can initiate an email to us - through Foundant? Copying and pasting Subject lines and message texts into the "Comments" section…
0 votes
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