Clients

Be great for automated chases on Letter of Engagement not signed. sometimes clients sign the T&Cs and not the LoE or portal sign in

It would be very useful if a task was auto generated to remind us to follow up on expired ID's (POA and Photo ID's) once AML is done for a client.

Add PEP/Sanctions check to AML checks for Irish Clients. Function does not currently work for Irish clients as confirmed by Ayman in Bright Manager Support.

Would it be possible to have the manager name next to the client name when the search bar brings up suggestions when searching for a client

It would be useful if the staff associated to the client in staff tasks were notified of clients uploading documents not just the manager of the client as it is more relevant to them.

Add a function to highlight when an AML check is due

It would be useful to be able to change fields directly from the Client listing, so that it isn't necessary to go into the full client record. I'm specifically referring to fields which have are in a drop-down format, such as the assigned manager/...

Add letter code field as a freeform field(re auto enrolment) in PAYE section

Keeping track of clients ID expiries would b very useful to ensure compliance with AML regulations. I have been able to set up a new field on the clients file to allow me to put the date in but it doesn't covert to a task so there are no reminders...

Hiding sensitive clients from certain users, we have some very sensitive clients that we do not want all users on BM to be able to access their data. We can do this in our other systems but this feature is missing in Bright Manager.