Bright Manager could do with a compact view option, where empty spaces and gaps are kept to the minimum. The idea is to have the maximum volume of useful data on a single screen without the need for extra scrolling/searching. The current layout ma...

Ability to edit manually entered notes would be helpfull. :)

AM being able to carry out mass AML checks periodically for clients. AM to have the passport and driving licence details safely stored to enable this.

Hi there, I am starting to like the task deadline overview on the Overview page and use it more and more. Thank you. :-) This request would be for improvements to it. I would love to see more date filter options/ Currently there are only four. But...

The invoicing method via Bright Manager is too restrictive, so we download the Work In Progress and bill via Xero separately - providing the hours, narrative and multiple billing rates. We then have to Archive each client separately perhaps 200 a ...

Clients want to see the number of hours on a project so they see value for money. The transparency is huge and this prevents queries and questions

Email summary of upcoming deadlines and/or reminders of work to be completed.

Allow conditional logic in workflows so steps/groups can be skipped or auto completed based on the outcome of another step/task

Manual Emails can currently be sent from a Client File or Task List with the recipient prepopulated which is a great time-saving feature of AM. However, additional recipients must be manually typed - let us know how important adding recipients by ...

Please could it be considered to provide an API to allow programatic updates via external sources, such as Zapier. Whilst it is understood a Zapier intergration is available, this is somewhat limited in functionality and fails to provide many need...