160 results found
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3rd Party Request:
email applicant that 3rd party has responded. And have a reminder email sent to 3rd party if not responded to in X days
4 votes -
change the system so you can email more than 100 applicants at one time.
We have over 300 scholarship applicants and it would be nice to email them all at one time.
4 votes -
evaluator's email field in the report dataset
We want to pull a report of all evaluation forms (a copy of each evaluation for each evaluator) and we want the email of the evaluator to be on that report (we can only get first and last name)... this way we can use excel to filter the email of the evaluators that haven't completed or started the evaluations... has anyone else figured out a way to do this with one data set?
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Alert for repeat applicants with overdue requirements
I would love it if repeat applicants who have an overdue requirement (aka Follow-Up) would get a message when they try to start a new proposal. . . like "Hey! You still owe us a Final Report from 2013. Please contact us." Perhaps this mechanism could be similar to the email that pops up if they try to create a duplicate organization? We'd hate for them to spend the time and energy to prepare and submit a proposal that is VERY likely to be screened out due to their delinquent Follow-up. Thank you for considering!
2 votesMoved to Archive during a clean up effort in April 2024.
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It would be helpful when sending batch emails to have a choice to send it to the primary contact, the applicant or both.
We want to send decision notifications to the primary contact for an organization, usually the organization top executive, but also want to notify the applicant, either by a copy of the email or by sending it to both. That is not currently possible with batch email because it defaults to the applicant, so in instances where the primary contact and applicant are different, batch emails cannot be used for these notifications.
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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decision comments when approving an LOI (vs. application)
We just figured out that one can use "decision comments" as a merge field in customized email templates, and we love it! It's so convenient when sending out a batch email to be able to just merge these comments! We've successfully used it for one of our pocesses that only has an application (no LOI). Now we're working on a process WITH an LOI, and when we approved the LOIs it simply moved them over into the "draft application" category, and the comments we entered did not get classified as "decision comments". I can guess why they are treated differently:…
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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Support Log Page
A place to see your requests to support, both open and closed, and their status. Sometimes you have multiple tickets open and if someone in my organization wants/needs an update, I cannot provide one without emailing support again.
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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Is there a way to pull up closed grants within a process on our dashboard?
For example, trying to easily sort for this on my main dashboard, without creating a report. Want to easily email all previous grantees within a process about a new opportunity. I've already created the email template using Foundant.
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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Move Email applicant button to the page after application is approved/denied.
When approving or declining an application the email applicant box appears at the bottom of the application next to the Save Approval & Approval button, but not after you've either saved or approved it.
Doesn't it make sense to email your recipient AFTER the approval, then if you are using a template with the Approval amt. fields in it, they will actually contain the approval data? If I email before approval it doesn't work and those fields come up with a zero. So my point is, can you add the email applicant button on the screen after the approval or…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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Follow-up review and approval
The current follow-up could benefit from a review and approval section. I agree we can insert an administrative comment and in short let the grantee know this has been approved but for organizations where there is a bit of a review and approval process it would be helpful to have something built into the flow to show the approval details to the grantee, along with any suggestions/feedback to include with next deliverable. Right now the system allows for all follow-up from grantee with no shared feedback to them outside of an email. So someone not familiar with the project and…
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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formatting date in email
Please allow for editing the date format in email templates. Our organization would never ordinarily send letters with a date of 05/02/2018, but instead with May 2, 2018. Would like the option to format dates more formally, as exists in Excel.
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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Submit or follow link in third party email is difficult to find
The email to third parties from an applicant has the link button at the very bottom of the page and "here" is highlighted. I seem to have a lot of international people that completely miss that little statement under the signature block. (Even when I state the location in the email) Can it be located more visible on the email or worded differently?
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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Please remove case-sensitivity when entering data into email and website fields in organization records. I spend a lot of time editing these fields because of error messages prompted by uppercase letters when actual functionality isn't impacted by case in either emails or websites.
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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Easily send batch email to all users
We would like to send a batch email to all users. We have over 1500 users and the system allows only 200 at a time. So, we have to manually check 200 boxes eight times to send the email. Is there an easier way?
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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applicant tutorials
It is difficult to find the current version of the Applicant Tutorial on the Help page or "Base Camp" page for us to put into our emails to potential grantees. As this is something that all Foundations need to instruct all their grantees on basic help, it should really be the first thing people see, not hidden three or four steps deep into the BaseCamp page. Please put the most frequently used instructions at the top.
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 button decision
It would be very helpful to have an "Email to" button on the Decision page for grants that were previously awarded. It's currently available only when the Decision form is being completed.
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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Add Warning to Evaluators Saved Message
After selecting evaluators and clicking Save, a message pops up saying "Evaluators have been saved." There is a button to Send Email or Close. If you have an automatic email sent when assigning evaluations, this pop-up is confusing and many times our admin has clicked on the Send Email button, sending a second email to the evaluators. It would help if the message was expanded to say "If you have set up automatic notifications to evaluators, the notification has been sent. Click Close to continue."
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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I would be great if an automatic email would be sent out if I create a new user
I would be great if an automatic email would be sent out if I create a new user-- this way the person would know right away instead of having to manually reach out to them. Maybe a checkbox if you would like to notify them you have created a new account.
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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Add Scholarship Name to Third Party Recommender Email
I have students who apply for multiple scholarships and use the same recommender for each scholarship. The recommender does a recommendation for one scholarship but not the others. I would like to see the scholarship name added to the automatic email sent to the recommenders. Currently the email has the students name, but not the scholarship name. If possible I would like to see the name of the scholarship on that email as well so that the recommender understands that they are writing a recommendation for a different scholarship.
I would also like to see the student's name and scholarship…
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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Encouraging application
I would propose to add a status, which comes before Application Draft in the timeline, called "Encouraging Application." This would not be anything the applicant submitted - it would be like the Decision Form, entered by the grants manager, but it would have to be optional. This would allow me to get organizations in the queue that I have been talking to about applying, and make notes about our conversations and my efforts/encouragements to date, and then to stop worrying about them once they moved into the Application Draft status. So often I lose sight of an organization that we'd…
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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