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Anyone who texts client from Bright Manager, it is currently too easy to overlook a client reply

It would be nice to view or have access to the client portal in order to assist them.

I would like to be able to search on the individual client timeline by a date filter.

Using AM on mobile browsers just doesn't work, an app that would allow: Access to client info View tasks Add tasks Add notes For when I'm not at the laptop but I want to add something.

Similar to the current email template feature, there should be a letter template feature which allows us to create letters for clients, individually or in bulk, using pre-created or custom templates. For Bright to be our sole client database, havi...

It would be very useful to have a variable in the template email section that automatically populates either good morning or good afternoon.

When exporting filtered client lists to check statuses for VAT or Accounts, it currently just shows the 'Latest action Date' but not what the latest action relates to - can we have this detail added so that is is visible on the exported excel sheet.

Be able to group staff; e.g. Tax team / accounts team/ managers / or whatever you like. The ability then to allocate sub-tasks to a group rather than individual staff members.

Timeline is a fantastic tool, albeit missing a few features to make it even more inclusive. Users have commented on Timeline standard view being flag format, not being easy to scan read. Could an option be added to provide switching to single colu...

To support Prospect Follow Up notification, add (or replace with) a Prospect Follow Up email that uses a standard template like other AM emails - this could be automated to save time in following up manually.