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PINNED BrightManager Public API — Read-Only (Clients & Tasks)
We're exploring a read-only public API for BrightManager, and want to hear from interested practices. Clients Tasks Custom fields Workflow status Read-only — no write/update actions Who this is for: Practices keeping data current in ...
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    Partner Notifications - Inadequate

    For a client she added driving licence documents today, but I received no notification, even though I set up the client and am partner. So I could be on the phone to her, or e-mailing her, asking for her driving licence details, when she has alrea...
    Guest about 3 years ago in Reporting 0

    Integration of LLP data

    Whilst checking the tasks I noticed that AM does not include tasks for CS01 for LLPs. These are for LLP clients that were imported from Digita. On further investigation I found that the LLP Companies House numbers had not been imported. I guess it...
    Guest about 3 years ago in Reporting 0

    A dashboard where clients can see overdue tasks

    Can this information be viewed on a widget as soon as users login to AM on the overview page.
    Guest about 3 years ago in Reporting 0 Already exists