Grant Letter emails should be included in an organization's email history!
Grant Letter emails should be included in an organization's email history!
Dana Perry
shared this idea
8/8/2025Grants: Updated the Grant Document process to record the email history. This will allow users to see if emails were successful or bounced within the Profile Email History. When adding an email in the cc: field for the grant letter, the system will look for that email as primary on a profile record, and log it to the profile email history. If the there is no primary email found, no history will be recorded.
-
Michelle Schneider
commented
This functionality existed in 2022 but appears to have changed in early 2023. Did it move somewhere else?
-
Julie
commented
We really need a way to track email bounces for grant letters. There is currently no way to know if the grantee received the information which is essential to ensure any grant requirements were communicated to them.
-
Julie
commented
This is even more important for us now that we've switched to almost all electronic funds transfers.
-
Sally Weldon
commented
we have Fund Advisor emails tracked for Fund Statements, Grant and Donation Notifications. Tax Receipts for Donations emails. We would like to include emails to Grantees with these other emails that are already logged.”…
-
Madison Mussell
commented
Super important, as it's hard to tell if letters were actually delivered after processing (especially if an organization says they didn't receive it!)