Administration

It would benefit everyone who uses BM and Informdirect as you'd only have to input the data once.

When you download a task list, it gives you a client ID column but this doesn't appear when y ou download a client list - would be helpful to have it as a column option

At the moment you can have 10 clients all with the same identical Internal Reference IDs. These internal references should be unique, treated as if they are Client ID's ,

To be able to customise the Risk tab with our own set of questions. We use ICAEW guidance and have a very specific risk assessment for our clients especially international clients. The risk assessment in BM is not useful to us and we cannot amend ...

select who would be on the BCC as you cannot currently CC anyone on the automated emails. The sender of the email is the only option for the BCC.

We have an AML review every 2 years by ACCA, it would be useful for me to be able to run a report that shows me, when the risk assessment was completed and next review dates are for all clients, at the moment i have to do this manually for over 70...

As I need to be the manager for all clients I receive far too many notifications. The facility should be there to be able to turn some off. I do not need to know if a staff member has amended the status of a task etc.

Currently, the notification system can become quite full very quickly. It would be useful if there could be an option to have more visible notifications - either linked through our emails or an section that indicates more urgency, with a pop up fe...

If multiple clients have same email address that BM puts these emails into email manager so you can save email to correct client instead of the email being saved to all the clients with the same email address