56 results found
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date history
Please update the Contact Email History text to include the date the message was sent. The date of the email shows in the dashboard but is not included in the text of the message itself. This would be really helpful when dealing with issues that arise with applicants about being awarded/declined etc.
4 votesThe request to have current date within the email can be completed by adding Current date merge tag to the email communication in the place you feel best of the body of the email.
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Automatic email to admins when new organization is created in GLM
Our team would like to be alerted when a new organization is created in GLM. This would give us a heads up on organizations that may apply in the future.
30 votesThis was released as part of our January 2024 Release.
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Email reminder of deadline for applicants in draft stage
Hear me out.... an automatic email message that is sent out to all applicants who are in the draft stage, as a reminder to complete their application for the grant cycle that is ending. "Dear applicant, you currently have an application for the (insert grant cycle name) grant cycle in draft. Don't forget that the application deadline is tomorrow (insert date). We look forward to receiving your application."
112 votesAs of our February 2024 Release you can now create an automated deadline reminder email for all form types.
We thank you for feedback and partnership as we continue to evolve GLM/SLM. If you have feedback on this functionality please reach out or create a new idea.
The Foundant Team
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Notification of Administrator when User Makes Profile Changes (address, phone, email, etc.)
It would be helpful for administrators to receive a notification when a user makes a change, such as address, phone, etc. in both GLM and SLM, but especially SLM. Sometimes different systems are used for communications, etc. and we can't make those updates if we aren't aware of changes made by users.
10 votes -
Reminder Emails to Students
Add the ability to send reminder emails to students who have open applications to submit them before the deadline. Ideally - include an option for a 2-week and 1-week reminder to be sent.
3 votesWith our February 2024 release you can created automated emails for applications in draft.
This current implementation only allows for one reminder but we are continue to iterate on this functionality, and encourage that if you would like to be able to set multiple reminders please like this idea to keep up todate: https://idealab.foundant.com/forums/339786/suggestions/42009139
The Foundant Team
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Allow the same email address listed as a contact in one organization to be included as a contact on other organizational records
Hello! Please allow the same email address to be used across different organizations. The system shouldn't dictate that limitation. This is for someone who is president of an association with its own record and is also a contact for her organization, which has its own record. The association does not have its own email addresses - members use their own organization's email. And grant writers should be able to use their own email and login to different accounts - the collaborate function is an inconvenient workaround. Thank you for considering.
79 votesWith our February 2024 Release we have implemented an admin workflow to associated users with multiple organization. You can learn more about this release here: https://support.foundant.com/hc/en-us/articles/20894342820759
In a spirit of continuous improvement we will continue to evolve this feature and thank you for partnership. To provide feedback on this implementation and suggest next steps please reach out to our product team or post a new idea.
-The Foundant Team
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new organization
When an organization is created, it would be helpful if there is a way to set up a notification to specified administrators so we know to verify and check that the information entered matches what the IRS shows. This could be accomplished either by adding a BCC field on the system email templates or it could be accomplished by adding the option to the admin notification options.
2 votes -
Allowing a user to be a contact on more than one organization profile.
Allow a user to be a contact on more than one organization profile without having the need for a different or unique email for each account.
128 votesWith our February 2024 Release we have implemented an admin workflow to associated users with multiple organization. You can learn more about this release here: https://support.foundant.com/hc/en-us/articles/20894342820759
In a spirit of continuous improvement we will continue to evolve this feature and thank you for partnership. To provide feedback on this implementation and suggest next steps please reach out to our product team or post a new idea.
-The Foundant Team
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Exporting all contacts for organizations with option to filter the organizations
I would like to be able to export/run a report all contacts associated with a group of organizations (e.g. active grantees). Currently you can only export the primary contact and contacts associated with a request, but we frequently have more than 2 contacts per org. It would be great to be able to run a report that includes all these contacts (name, email, and title). Then we only need to make sure contacts are up to date in Foundant and run reports when we want to send email merges.
11 votes -
Please let people know that if they assign follow up forms, applicants can see this info even if they haven't been notified of their award.
I asked tech support about submitting approvals and denials ahead of sending letters out to applicants. They said that I should go ahead and assign follow up forms after submitting installments. I did this, and now I've had two applicants who haven't been notified about their awards email me asking about the forms and why they haven't received a letter. The reason is b/c the letters haven't gone out. We don't want applicants to know about their awards until the letters have gone out because we don't want them announcing their awards until a later date. This has been rather…
8 votes -
Expand batch options for downloading PDF copies and assigning follow-up forms
Would help quite a lot. Have 200 applications for review and some folks requested PDF copies. Having to download each individually takes a long time.
Also assigning a follow up form for project modification, extensions, etc. Having to send 1 form to 200 people could be sped up if batch options were present for more functions disassociated from email.
13 votes -
Delay Access to 1st Assigned Follow Up until Grant Status is APPROVED.
We need to assign reporting dates/payment dates in the system at least two weeks prior to our board approval in order to generate our grant letters. Currently, when we do this, we have the option to set a time period in settings to say, 14 days later before the grantee sees the grant as approved - it shows as UNDECIDED until those 14 days are up, even though the grantee can see the follow ups. That's great, but grantees are now logging in and completing the 1st follow up (for us the grant terms acceptance), even though the grant is…
23 votes -
one user needs to have access to multiple organizations
We have 1 user who needs access to multiple organizations. Our archdiocese has one person who is now going to monitor multiple departments. We have the departments set up as individual organizations because they run independently. This has also been an issue with grant writers that write for multiple applicants. I know you have talked about this but now we have an immediate need for it!
Thank you!22 votesWith our February 2024 Release we have implemented an admin workflow to associated users with multiple organization. You can learn more about this release here: https://support.foundant.com/hc/en-us/articles/20894342820759
In a spirit of continuous improvement we will continue to evolve this feature and thank you for partnership. To provide feedback on this implementation and suggest next steps please reach out to our product team or post a new idea.
-The Foundant Team
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Follow Up Automated Email
It would be really helpful if we had the option for automated emails to be sent to the Administrators 1 day after a follow up is do, rather than just the Assignee. It would make for keeping track of follow ups so much easier, especially when you have a lot grantees on different follow up schedules.
1 vote -
Scholarships: Email template event type
It would be great to have an event type of reminder to applicant for incomplete applications similar to Third Party Reminder
5 votesWith our February 2024 release you can created automated emails for applications in draft.
This current implementation only allows for one reminder but we are continue to iterate on this functionality, and encourage that if you would like to be able to set multiple reminders please like this idea to keep up todate: https://idealab.foundant.com/forums/339786/suggestions/42009139
The Foundant Team
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Automatic Reminder Emails for Follow-up Reports and Applications
I would also love to be able to customize the 14 day submission reminder, or at least add another reminder 2 or 3 days prior to due date. And it would be fantastic if I could also do this with applications as well as follow-up forms.
16 votesWith our February 2024 release you can created automated emails for applications in draft. To edit the timeframe for this email and follow up you may do this through settings.
This current implementation only allows for one reminder but we are continue to iterate on this functionality, and encourage that if you would like to be able to set multiple reminders please like this idea to keep up todate: https://idealab.foundant.com/forums/339786/suggestions/42009139
The Foundant Team
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Email merge from Foundant
It would be great to have the capability to execute an email merge for our decision notifications from within Foundant. Currently we have to generate a data set from Foundant and use that data set externally in Word to do an email merge.
7 votes -
Batch assign follow ups?
How about batch assigning follow ups? Otherwise I have go into each approved grant and assign follow ups on an individual basis, when all of the follow ups for that cycle are due the same date.
98 votesHi All,
Exciting news, our first version of batch follow up assignment has been released today, 4/6/2022. You can learn about this functionality Here.
As always here a Foundant we do iterative development. If you get in and use these features and have additional ideas around how it can support your workflows please create a new idea lab item or reach out to me directly.
Best
Sammie
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Grantee Application Access
Hi Foundant,
Is there anyway to make all forms assigned to an applicant availble to them immediately once they have been assigned? It seems we have had numerous grantees emailing us lately because they need access to a follow up, but can't get to it because our office needs to go in and mark any previous forms complete. I am sure there is a 'method behind the madness' here, but it sure would help our efficiency as well as the grantees to know exactly when each follow up is due rather than only being able to see one form at…
31 votes -
Including an attachment with an email template
It would be really nice to have the capability to add an attachment to an email template. We have set up a "Follow Up Reminder" email template to be used when final reports are due. We request that budget summaries are presented in a specific format. I think it would help our grantees if they had an example to follow.
posted February 6, 2013 by Dee Ann Harris, Leightman Maxey Foundation
7 votes
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