Improve Bulk Grant Emails by Defaulting to Payee Address
When using the bulk email feature to send grant letters, the payee email address does not automatically populate - instead it defaults to the primary email address. This is problematic because the payee email is the one that needs to receive the notification.
Manually changing each individual email address is extremely time consuming, given our high volume of 50-100 grants per week. I suggest updating the bulk email tool so that it pulls the payee email address by default, rather than or in addition to the primary email. Automating this would save our team substantial time and effort each week when sending grant communications in bulk. Please consider this change to make the bulk email process more efficient.
Christina Agapito
shared this idea
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Julie
commented
There's also this similar idea lab post: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/47397263-pay-email-address-for-eft-grant-notifications
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Julie
commented
Love the idea of having a CC to the payee address. Would want it to go to both the primary and the payee. https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/47402840-grant-notification-to-grantees-have-two-default
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Oletha Mays
commented
Time saving