Please consider adding a dark mode to the website.

I would like to see a Previous Email Feild below the current field. When a client updates their email address, as soon as you change the email address, the history of previous emails are lost from the timeline. If we put their previous/old email a...

Problem: You know what needs to be done but don't know when to do it based on availability or what to prioritise. Solution: Like with the deadline calendar and target date calendar, an option to link a task to a 'Diary/calendar' selecting start da...

It is not possible to differentiate between a Director Self Assessment Client and an Individual/Sole Trader Client when sending a bulk email to self assessment only clients as they all use the Self Assessment Service which is the only field you ca...

We can see in the address bar that each client has a unique ID in the BrightManager system. We export data and manipulate, report and track client journeys. Having access to the only unique per-client ID in the system would make life easier, not j...

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.

when you clear wip it just automatically disappears, would be useful to have a box where you can write notes on why you've cleared, who has done it etc

We have several clients who have the same first name and last name. When using the search function, we cannot search by middle name and also the middle name doesn't appear when we search for the client. Can you enable this functionality in the qui...

The timeline view has too much detail and is hard to find a specific item you want. An option for single line view, and additional filters, to highlight emails with attachments, task changes, and automatic emails, would make it easier to navigate.

On the screen https://manager.brightsg.com/staff we see the staff displayed on nice cards with their details. This is good if you have a few staff. If there are 100 staff members it's a bit of a faff scrolling. It would be nice to have a table/lis...