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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...
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PINNED Default Document Folder Structure
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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...
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All ideas

    Prospect follow up email

    To support Prospect Follow Up notification, add (or replace with) a Prospect Follow Up email that uses a standard template like other AM emails - this could be automated to save time in following up manually.
    Miriam Sackie-Mensah about 3 years ago in Clients / Other 1 Need more feedback

    Add the ability to view cc/bcc email addresses in the outgoing email queue

    Currently, if an email has cc or bcc while in the Outgoing Queue, they are only visible by going into individual emails, only the "To" email addresses are displayed on the full outgoing queue page. There is space within the "Client" box to include...
    Guest 10 months ago in Emailing 1 Planned

    Allow multiple contacts & some signatories on each client

    Some companies/partnerships have a number of directors/partners, all of whom may need to approve, or sometimes just one or two. Other clients have internal accountants/bookkeepers who they want to be able to view, but not approve documents (or may...
    Guest almost 3 years ago in Clients 1

    Report completed/incomplete risk assessments

    Currently there is no way to report if risk assessments have been completed. We are able to determine the level of risk using the field "Client Risk Level", however this filed can be manually updated by staff and doesn't guarantee that a risk asse...
    Guest over 1 year ago in Reporting 0

    Client with multiple companies

    Will there be an option added to allow an email address be added to more than one client? We would have several clients who have multiple businesses / companies but would use one contact email address for convenience. The portal registration is no...
    Guest 10 months ago in Client Portal 0

    Zapier - make all data fields available

    The data fields that are currently available to Zapier are fairly limited. There is quite a lot of information collected in our CRM that I want to push into AM when a prospect becomes a client that I still have to do manually, and similarly data w...
    Guest almost 3 years ago in Integrations 2

    Additional filters for WIP

    Currently there are no filters for WIP, so we cannot search by years, but have to download the full report.
    Guest about 2 years ago in Invoicing & Finance 0

    Important notifications available as pop ups + notifications into email

    All notifications are created equal, but some are more equal than others. When sending a notification to a colleague, it's important that it stands out. Additionally, notifications from specific clients or urgent tasks could be highlighted. Consid...
    Guest over 1 year ago in Dashboard 2

    I want my employee to be "notified" when I reassign a task.

    No description provided
    Guest about 1 year ago in Tasks & Workflow 0

    List out the deadlines for the upcoming month(s) for VAT and Accounts (and other options), not a bar chart.

    The existing Task Deadline overview on the dashboard provides an odd looking bar chart but doesn't give any useful information at a glance I'd like to see an option to add a section to the dashboard where you can view a detailed list of client nam...
    Guest almost 3 years ago in Dashboard 2 Already exists