Idea: Users can input data directly via the workspace without opening records. Current: Records must be opened before data entry can occur. Reason: We have a number of periods in our grantmaking calendar with users are required to update multiple ...

Client wants to be able to add multiple documents to To-Do activities such as Site Visit. Current functionality allows for emails and correspondence to be generated, (and hence create document activities attached to the To-Do activity) but does no...

Would be useful to have ability to make request approval contingent on specific requirements being completed . . . just like payments can be contingent on requirements being completed. I use a lot of grant requirements, but have no way to guard ag...

It would be useful if we were able to see a report from a previous request appear as a link on a new request that comes in. As part of a reviewing process the Grants Managers and Trustees review a previous report whilst assessing an application fo...

Thank you for updating how we select records from a list (reference now being able to select 100 on a page) However, Can I suggest we have a couple of extra select option buttons? Now when we pull up a search of records (an example I have 513 requ...

It would be great to have these two BB systems speak to each other so that contacts can be shared with both systems.

When looking at a Request, it would be ideal to have the Organization subdivision field below the organization name instead of having to click on the on the organization name to see it in the 'fly out' screen.

Adding the Alert icon to the Organization line in the Request and Payment record headers will allow us to be "alerted" that an Alert exists for the Organization without the need to "Find Related" records.

Documents should be in the same order when you open a request to view documents and when you click the box for a request to view documents.