Anyone who texts client from Bright Manager, it is currently too easy to overlook a client reply

Hi there, It is great that when users want to create a new task for several clients, they can do that from the task screen and add all the clients they need in the client field of the task. It would be also very useful to start selecting all the c...

Improve WIP export function to include advance filters (including time periods and current/invoiced/cleared) to allow external analysis more easily

when you clear wip it just automatically disappears, would be useful to have a box where you can write notes on why you've cleared, who has done it etc

By having the ability to add recurring notes on a task this helps set important notes for the next upcoming tasks but also important one. For Example if a client submits their own confirmation statement but you want to send an email to remind them...

At the moment only the client manager receives an email on the signing of a document, it would be really helpful if more than one person did so that if someone is away there is always a backup.

It would be better if when the client lands into the portal from the email link, that they can see straight away what we have just uploaded for them, either by them clicking on a notifications bell/button, that has a number of 'unread' notificatio...

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