984 results found

1. 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 is not working well for us (because it is so time consuming for our limited staff).

   We could use "Comments" sections for audit tracking of phone calls, if they could be attached to individual grants.

   We might even stop using Outlook - which would make our Apple users very happy Smile

   Kathryn

   posted March 19, 2012 by Kathryn Treanor, Dietel Partners, LLC

   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… more

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   Feedback Needed  ·  3 comments  ·  Email  ·  Delete…  ·  Admin →
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2. 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

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   2 comments  ·  Email  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

3. Add a link to Organization Summary from Request Summary

   Since the contact information was moved to a tab, when you click into the request you are defaulted to the "request" tab, and have to click to the "contact" tab in order to get back to the organization summary (or tell what organization you are looking at). I am generally back and forth to different things and it is frustrating to not be able to look at the request summary screen and a) know what organization I am looking at a request for without clicking the "contact" tab and b) be able to navigate back to the Organization summary without clicking the "contact" tab.

   It would be helpful to have, at the top of the request summary screen, the organization listed and a link to the organization summary.

   My suggestion for the header on the top left is:
   Request Summary
   Organization name (link to Org. summary)
   Project Name
   Process Name

   Since the contact information was moved to a tab, when you click into the request you are defaulted to the "request" tab, and have to click to the "contact" tab in order to get back to the organization summary (or tell what organization you are looking at). I am generally back and forth to different things and it is frustrating to not be able to look at the request summary screen and a) know what organization I am looking at a request for without clicking the "contact" tab and b) be able to navigate back to the Organization summary without… more

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   Under Consideration  ·  1 comment  ·  Delete…  ·  Admin →
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4. is there budgeting for forward years available or planned in the application?
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   Feedback Needed  ·  2 comments  ·  Delete…  ·  Admin →
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