Settings and activity
6 results found
-
2 votes
Betty
supported this idea
·
An error occurred while saving the comment An error occurred while saving the comment Betty
commented
Hi Karen,
Please let me know where you came across this reference to the email address format because we have not added any restrictions.
Thank you
posted January 4, 2013 by Betty Bloomer, Foundant Technologies
-
3 votesBetty
supported this idea
·
An error occurred while saving the comment Betty
commented
Hi Karen,
You bring up an interesting point. We do have comments that are stamped with the administrator's name, the date and time in the request summary page and the organization summary page. Either of those areas would be the best place to track that type of information currently but I will also bring this up to the Product Team for discussion.
Thank you,
Betty
posted July 18, 2013 by Betty Bloomer, Foundant Technologies
-
1 vote
An error occurred while saving the comment Betty
commented
Hi Greg,
You bring up some great questions. Regarding the submission date you are correct and that there is not currently a field in export data for the submitted date. In talking with one of our developers it is a difficult date to isolate based on the fact that there can be multiple submitted dates for a single request. For example, if an application is submitted by an applicant and then an administrator marks that application as not complete and therefore, the applicant needs to then correct or clarify something on the application and then resubmit there would be at least two submitted dates associated with the request.
In doing some further testing on this I confirmed that if you sort the Application Submitted or Application Completed page, as you noted, by the Submitted date by clicking on the Submitted header this will sort the applications in order of their last submission by date and time. You can then copy and paste the list into excel and update your file numbers.
As far as the default sort. If the organization name is displayed on the page then the default sort is alphabetical order by the organization sort name.
I hope this information helps but please fee free to add another comment for further discussions.
Thank you,
Betty Bloomer
Foundant Technologies Client Services
posted March 22, 2012 by Betty Bloomer, Foundant Technologies
-
0 votes
An error occurred while saving the comment Betty
commented
Thank you all for posting to this discussion and I have some great news!! We have email archive capability slated for the next release into GLM which is 3.8.0. You will be receiving updates on the timing of this release but I anticipate this going into the demo environment no later than the beginning of August.
Please stay tuned for additional updates regarding this release.
Thank you,
Betty
posted July 16, 2013 by Betty Bloomer, Foundant Technologies
An error occurred while saving the comment Betty
commented
Patricia and Emily,
Thank you for posting your messages to the Discussion Forum. We do have plans to incorporate email audit or archive capabilities most likely this year and we will keep you all updated as we get closer to having this available.
Regarding the spam problems that some of you are experiencing. Over the past few months we have made some configuration changes to the email settings to help alleviate this issue. The problem is that we have no control over the spam filters that are set up by email hosting services. During our research we have come across a few tips to try and help avoid having emails appear as spam. Here is a short list of possible issues:
1. Having URL's or web site links included in the body of an email.
2. Having one email message going to several email addresses can cause emails to go to junk mail.
3. Starting an email with "Dear" can also cause emails to go to junk mail.
We will continue to research this.
Thank you,
Betty
posted April 12, 2013 by Betty Bloomer, Foundant Technologies
An error occurred while saving the comment Betty
commented
Thank you, everyone, for sending us your input on this important matter. It is definitely on our list of future enhancements.
In the meantime, in one of our more recent releases we included the Bcc field on all email templates. Therefore, until we are able to attach correspondence to a specific request you can at least keep a record of your outgoing emails.
Please keep the suggestions coming.
Thank you,
Betty Bloomer
Foundation Technologies Client Services
posted June 28, 2012 by Betty Bloomer, Foundant Technologies
-
19 votes
An error occurred while saving the comment Betty
commented
Hi Laura,
Thank you for your Discussion post. I am going to add this to the Idea Lab as an reqeusted enhancement.
Thank you,
Betty
posted July 16, 2013 by Betty Bloomer, Foundant Technologies
An error occurred while saving the comment Betty
commented
I'm posting this requested enhancement on behalf of Laura Kurzrok.
Hi All,
It would be so helpful if I were able to choose the data that appears on the Organization Summary Page. For example, it provides the date of the grant, but we don't use that date and would much prefer to use a date we have as a custom field.
Additionally, before the request is decisioned, it would be very helpful to see the amount requested field.
By bottom line, it would be great to make this section "customizeable"!
posted July 16, 2013 by Betty Bloomer, Foundant Technologies
-
92 votes
An error occurred while saving the comment Betty
commented
Hi Sally,
This is in response to your post on February 1st.
You can assign as many follow ups as you would like to a grant. You can assign them when you are approving a grant or you can go back into your granted list and add additional follow ups as necessary.
Any active follow ups that you have built in your site will be available to you once you have approved a grant.
Thank you,
Betty Bloomer
Foundant Technologies Client Support
posted February 9, 2012 by Betty Bloomer, Foundant Technologies
Hi Karen,
I wanted to follow up on this as I just realized where that is showing up. I can see how this might be confusing how we reference the example format as mailto:name@domain.com . However, we do allow all different types of extensions like .net, .org, .edu, .gov etc., and I will check into having that clarified.
Thank you
posted January 4, 2013 by Betty Bloomer, Foundant Technologies