Settings and activity
131 results found
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4 votes
Hello,
You are correct in that all branch groups are displayed in the question list; we follow this as best practice for projects like project streamlining so that applicants don't become surprised by the amount of time the application will take them. We also encourage as a best practice that you add instructions to the branch groups for that visibility and communication explain when they will see that group.
However, Internal Questions should not be displayed to applicants. Please report this to our support team so that we can review it.
- The Foudnant Team
Ode Belzile
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5 votesOde Belzile
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11 votes
An error occurred while saving the comment Ode Belzile
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6 votes
Confirming you are referencing the general forms tab with in the page.
Please not that can be sorted by the column header, today.
Ode Belzile
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5 votesOde Belzile
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25 votesOde Belzile
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12 votesOde Belzile
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12 votes
We are continuing to understand the needs and workflows for emails that need to come back into the system.
What providers are people using?
Are there emails other than responses to system messages that need to live in the system?
If an email was sent in relation to a request, example for submitted, where would you want to view that email from?
Any thoughts are very helpful
An error occurred while saving the comment Ode Belzile
commented
We would like to be able to link responses to automatic messages, but especially answers to inquiries that we make to applicants, so that we can keep track of ALL correspondance in foundant.
Seing them in applicant and request e-mail history would be great, with the ability to be notified when we receive such e-mails.
Ode Belzile
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8 votesOde Belzile
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7 votesOde Belzile
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11 votesOde Belzile
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12 votesOde Belzile
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8 votes
Hello,
This can be added to the user form today. One piece we have heard is that this should be more visible in other areas of the software, if you could please call out where you would expect to see this information
Ode Belzile
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10 votes
An error occurred while saving the comment Ode Belzile
commented
It would be very interesting to be able to access custom fields in the communication templates!
Ode Belzile
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26 votesOde Belzile
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44 votes
Thank you for the idea.
Would you hope this is implemented across all processes?
Ode Belzile
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6 votes
An error occurred while saving the comment Ode Belzile
commented
It could also be interesting to have that feature when making payments through wire transfer, to notice grantees of the upcoming transfer.
Ode Belzile
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4 votesOde Belzile
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3 votesOde Belzile
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3 votesOde Belzile
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We would also like to have a denied category on the dashboard.