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PINNED BrightManager Public API — Read-Only (Clients & Tasks)
We're exploring a read-only public API for BrightManager, and want to hear from interested practices. Clients Tasks Custom fields Workflow status Read-only — no write/update actions Who this is for: Practices keeping data current in ...
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

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 about 1 year ago in Emailing 2 Planned

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 about 1 year ago in Client Portal 0

To be able to set staff working hours on timesheets

On timesheets, the total hours for the week should be able to be set to staff working hours rather than a 24 hour clock.
Guest over 1 year ago in Time 0

Track staff holiday entitlement

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...
Guest over 2 years ago in Time 0

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

Timeline View

Timeline is a fantastic tool, albeit missing a few features to make it even more inclusive. Users have commented on Timeline standard view being flag format, not being easy to scan read. Could an option be added to provide switching to single colu...
Guest almost 2 years ago in Other 0

New tasks list - timesheets tab

On the new tasks list, on the side panel, it would be great and useful to have a 'Timesheet' tab added so controllers can check how much time has been spent on the task, by whom and the last time when time was logged on a task
David Martinelli about 1 year ago in Tasks & Workflow 3

Attach Document when Creating a Task

Being able to attach a document whilst creating a task instead of having to go back in and add it afterwards would be really useful.
Miriam Sackie-Mensah over 3 years ago in Tasks & Workflow 0 Will not implement

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 11 months ago in Emailing 1