Being able to send out an NPS (net promoter score) survey every time a task is completed will allow a company to work out their NPS and compare this against all other firms and use it to benchmark their own customer satisfaction internally. It wil...

Allow documents to be uploaded as part of a workflow step/subtask

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/...

Someone did say to me today that it would be good if you could move directly from a client's main dashboard/page directly to the list of tasks on the Tasks page, where all the jobs are listed for this client only. I agree with them. Currently, you...

As documents are readable on PDF, it will be great if we can open the documents on Jpeg without downloading that will give great strong positivity to the product. Secondly if we can move the documents that will take lots of work load from our shou...

We would like to see the Internal client ref number appear next to the Client name at the top of each client record. Currently when you search for a client this does appear in brackets (see attached) next to the client name at the point of search ...

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...

If a task has been completed, staff are unable to post time to that task. This makes sense in theory, but does not work if staff are posting time entries late. If staff are catching up with time at the end of the day, the task will not be in the d...

We had numerous clients who, when registering for the portal, would not complete the process. They would approve the terms then stop or approve the LoE. We had to amend our emails to ask that they kept going until they had set up a password. Could...

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.