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...

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...

I feel it would be a good idea to allow editing of the 'latest progress note' and previous progress notes . Simple things like wrong spelled words currently can't be updated .

It would be extremely beneficial if Bright Manager integrated with Ignition. Many practices use Ignition for proposals, engagement letters and recurring fee collection. Currently, this requires duplicate data entry between systems. An integration ...

It would be extremely helpful to have a Global Document Library within Bright Manager. At the moment, if we want to share a standard document (for example payroll forms, brochures, guidance notes, etc.), we have to upload the same document individ...

Being able to send out an NPS (net promoter score) survey every time a task is completed will allow a company to work out their NPS and compare this against all other firms and use it to benchmark their own customer satisfaction internally. It wil...

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...

Can currently only link one email to a single task Would be better to be able to link multiple to show history of a job

We would like the ability to rename tasks that are automatically generated by a service. For example, we currently have the Accounts service activated. We do not want separate tasks for accounts preparation and accounts submission, so we have disa...

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...