When adding an attachment to an email template, it would be great to have the option to name the attachment. Otherwise, the guest receives it and the attachment has a computer generated name of a [very long] series of numbers and letters. To the g...

Allow for single payments to be put on hold or to be paid without having to go into the payment/click the hold or pay button and then save. You can choose multiple payments and click the hold or pay button - there is no reason why a single payment...

I've noticed that when you try and sort from newest to oldest date in the audit column, the signal is incorrect. The inverted triangle should indicate this kind of sort, yet it's only when there is "no" triangle that it's correctly sorted newest t...

When generating a view for a request search there are cetain fields available from the grantee organization, such as "Primary Contact Name", but these usually contain Prefix/first/last name. Some clients would like to see more options here. For ex...

This seems like a flaw. Two contacts are selected at the same time, when I am only trying to select one to be copied on the email. Subsequent to that, when I try to delete the unwanted contact, the wrong contact is deleted. I one I did not want is...

Currently, when creating Dashboard charts there is an option to group by year. Example: Column: Disposition date, Group by Year.However, this year is for the Calendar year. Please also add in an option to group by the Fiscal year, which is useful ...

When working in the BB Grantmaking if the user comes across a question or issue they can click a link right there in the program and create a case. This will save them a lot of time and is much more efficient when logging new issues. Currently th...

When you click on a number field it automatically starts at 0 but then you have to back space and enter the field, this slows things down when you want to tab enter multiple numbers. Essentially - highlight the number so it can easily be written o...

Previously you used to be able to create a View (and often, that would be adding or removing columns from an existing view) and then have the opportunity to save it. Now the only way to save a new view seems to be to create it from scratch (theref...

The Payment Schedule Table’ merges information as intended, however not the ‘Payment Scheduled’ field (without the table). This is also the case for Views – the ‘Payment Schedule’ doesn’t pull any information.