Administration

There's currently no option to receive an email notification when a client completes a custom form, which makes more admin time checking, where as if we had an email we can save the form and jobs done!

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

Can we enable an option so that we can see the Time spent ( with chargeable and also non-chargeable) on a client by individual staff member.

Any changes made to existing Resource documents require you to save down on your desktop, delete the existing file, and then re-upload the new one. Can we save changes to existing documents?

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.

I would like to send an email to directors but BM does not have the functionality to do this.

Have a Date Box for change of address

Would like to suggest Bright manager to be integrated with ability to send secure link through which Professional Clearance could be requested when clients are moving from one practice to another. Secure, cloud base link could be sent with one tim...

For NON VAT clients there is a section for VAT, and its set to Bi Monthly and has a VAT registration number in. But they arent a VAT client so this is incorrect Also it would create tasks which are not needed