Pinned ideas

PINNED AI-Assisted Prospect Qualification & Onboarding (Charlie)

Problem: Qualifying new prospects and getting them through AML and ID checks is one of the most time-consuming parts of taking on a client — chasing documents, verifying identities, repeating the same intake questions, and keeping everything compl...

PINNED Intelligent Email Management

Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...

All ideas

9 VOTE

Option to set font for all emails and templates to our standard style and size

We’ve tried changing templates to Arial 10 but when the email goes out it isn’t in Arial 10. We seem to be spending far too much time fiddling with the font of an email before it goes out to make sure it looks professional. Clients are already ver...

Guest about 2 years ago in Emailing 1

6 VOTE

Second client email

Clints often have a work and personal email. There should be an option for a second email address for the client . This was a requts for a second email address for one of teh contacts, not another contact. I donlt think this facility exists curren...

Guest over 1 year ago in Clients 0 Already exists

6 VOTE

Referral counter

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.

Guest over 1 year ago in Reporting 1 Planned

4 VOTE

Ability to change when BrightManager notifies you of upcoming task deadlines

It would be very helpful if, instead of the standard notification system that is in place (which seems to notify you around 1 day before a task becomes due, you could set up when you want to be notified by the system of upcoming tasks. For example...

Guest about 1 year ago in Tasks & Workflow 0

2 VOTE

Widen the scope of the 'Bulk Action' tool

Currently the Bulk Action button only offers either to 'Complete' or 'Reassign' tasks. It would be useful to extend these options to include more of the common status types, e.g. 'Records Requested', 'Ready to file', 'Awaiting approval' etc. For j...

Neil Reddin 6 months ago in Tasks & Workflow 2

3 VOTE

Unpause global email queue

Please would you move the function to pause or unpause the email queue for all staff from the Queue window to somewhere else, possibly the Accounts Settings window. If this button is accidently clicked emails will be sent to clients that were not ...

Jenny Dinnage 9 months ago in Emailing 1

7 VOTE

Notification when docuemnt uploaded

When we receive the notification that a client has uploaded a document it would be useful if we could click on the notification, and it takes us to the document. When a client creates several folders but doesn’t necessarily put new documents in th...

Guest almost 2 years ago in Documents 0

8 VOTE

To be able to set office hours so automated emails don't go out after hours

Our office hours are 8:30am-5pm. We ask our staff not to send emails out of hours but then we have automated emails going out at 18:09 which goes against our policies. We were told the only way to do this would be to manually pause and unpause the...