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.

When updating the primary contact on a request record, if there are open requirements/activities and/or payments for the previous contact - we get a pop-up box asking us if we also want to update those records. Currently it is defaulted to No - bu...

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.

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 ...

Our foundation does not use decimal points in any currency. I have some fields that apparently are outside of the standard and don't show the decimal points and others that are standard fields that do. Messy reporting, irritating to trustees when ...

Introduce Red, Amber and Green (perhaps in pastel shades) to highlight actions/statuses throughout BBG records. E.g. for overdue requirements highlight them in red. For approved requests highlight them in green.

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

Please add schools and colleges to the Tax Status Verify. Their EINs are not currently included in this feature.