It would be great to see the tasks each client has, the ability to click on them and mark them as completed from within the client screen rather than going into tasks.

Currently it's not possible to flag an email as 'High Importance' and it definitely should be there as an option.

When you've made changes to a task, it can create a new tasks but keep the old task with a red 'delete' option in the middle of the task. It would be good to search all tasks available for deletion to review and delete these in bulk as they still ...

Example, client A has referred 10 clients this year who have onboarded. It would be useful to click on a section where we can see who has referred who instead of having to click on each client to see who referred them.

In addition to the failure of Bright Manager to enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...

We added some services under the "services required" section that recur every three years. its related to the Limited companies. We are looking to see the task for that service to be renewed every three years. The maximum available frequency perio...

I want the ability to create custom workflow group titles to help keep my practice more organised.

Adding in default lunch / break slots for all staff instead of manually inputting lunch breaks each day

It would be useful to be able to track staff members remaining holiday entitlement. They are already posting time to a holiday 'time type' whenever they take holiday so having a holiday entitlement field for each staff member that is automatically...

If time is logged to a task, Task Progress should automatically move to "In Progress" rather than having to manually update the task.