Would like to suggest Bright manager to be integrated with ability to send secure link through which Professional Clearance could be requested when clients are moving from one practice to another. Secure, cloud base link could be sent with one tim...

filter for a workflow step on the task list

Currently there is no way to see whether a queued email has an attachment without opening the individual email. Users would like an attachment indicator (either a standard attachment symbol or the filename) visible directly in the queue view, to h...

It would benefit everyone who uses BM and Informdirect as you'd only have to input the data once.

We have staff with the same initials, so it is confusing when looking at the task list which member of staff the task belongs to. Being able to customise this would make it easier to differentiate.

To be able to customise the Risk tab with our own set of questions. We use ICAEW guidance and have a very specific risk assessment for our clients especially international clients. The risk assessment in BM is not useful to us and we cannot amend ...

To mis-quote the Beastie Boys...What I'd like is a report builder that I can use, that just works. Now wouldn't that be great?! Here's what I mean... You go to client list, and... Start building a report, but a column's in the wrong place - amend ...

Bright would automatically work out how much time to allocate to a task by reference to either a fixed table broken down by service or ideally for that table to be able to receive a formula so the hours can be calculated

The report would help to identify low/high value clients.

Problem: You know what needs to be done but don't know when to do it based on availability or what to prioritise. Solution: Like with the deadline calendar and target date calendar, an option to link a task to a 'Diary/calendar' selecting start da...