Would it be possible under the column’s options on the task list to add a slider for partner that sits next to the assignee?

I would ideally like to add a option to put the client on HOLD or STOP. Basically when our finance team put a hold on the account we shouldn't be working on the tasks this would be another check to stop that.

Can a general note section/tab be added to the client account

At the moment when you filter by staff it will include tasks where the assignee is someone else, but keeps on the task list because of who the client manger is, the task list should be able to filter by assignee if thats the case we need to be abl...

Directors/Trustees Reports can only be entered as plain text, resulting in large blocks of text that are difficult to read. For many organisations, especially charities, these reports are an important part of the financial statements and are often...

The ability to add new client types, for example setting up club clients, rather than just other

It would be incredibly helpful to have a bulk import option for timesheets, similar to the existing bulk export functionality. I don’t always have the time to keep on top of entering timesheets as I work. I know what work I’ve completed, but I oft...

As an admin staff member when I upload a document for e-signing I don't get a notification when the document is signed, at present only the client manager does. Can it be implemented that the person who uploads the document is notified as well as ...

We would like to submit the following idea for consideration as a future enhancement to BrightManager. For automatically generated tasks, such as annual accounts preparation, it would be helpful to have: An Allocated Time field showing the estim...

It would be helpful if, when posting time on timesheet, you have the option to toggle on the full description to become a progress note. I am finding myself posting time, then having to post a matching progress note. So just a simple toggle of 'po...