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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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...
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    Showing 557 of 557

    Document Management

    To be able to move folders and group them within another folder. I have a client where monthly payroll folders have been created and I have a list of 12 monthly folders that I would like to group in one as an annual folder - Can't move them :(
    Guest almost 2 years ago in Documents 0

    Written user guide

    While the click through interactive help is good, a concise written user/reference guide would be helpful so user can skip to the part that they need
    Miriam Sackie-Mensah almost 3 years ago in Other 1 Already exists

    WIP - report showing current v cleared

    Rather than having to download an export for the current and cleared WIP it would be very useful to have an option to select both onto one download or have an export comparison download.
    Guest 9 months ago in Reporting 0

    Tasks- Progress note

    Would it be possible in relation to adding a progress note in a Tasks I can add additional text to the latest progress note, as currently a new progress note must be added . Whereas I can add additional text to a progress note in the service Detai...
    Guest 9 months ago in Tasks & Workflow 0

    Ability to select which user is the sender of record request emails

    Currently the only option for the sender of automated record requests is the client manager or task owner, change this to allow users to select which user email the reminders are sent from
    Guest almost 2 years ago in Emailing 1

    Extract data from BrightManager

    Extract all the information is in the portal in one spreadshet
    Guest 9 months ago in Reporting 2 Need more feedback

    Freeze organisation name on the client file when scrolling down

    No description provided
    Miriam Sackie-Mensah over 1 year ago in Clients 0

    Workflows - subtasks groups mass update

    Such as mass updating tasks which is now available in BM, it would be very useful to be able to mass update groups of subtasks with one or two clicks, and so without having to complete/mark them N/A each and every one of them.
    David Martinelli 9 months ago in Tasks & Workflow 1

    Clients has signed notifications

    Some thing that I have been meaning to ask, and something that can cause us issues, is that when a member of staff sends a document to a client for e-signing, they might not necessarily be the person that is named as the manager on the system, so ...
    Guest almost 2 years ago in Emailing 3

    Workflow Group Titles on the task list

    I want the ability to create custom workflow group titles to help keep my practice more organised.
    Miriam Sackie-Mensah 5 months ago in Tasks & Workflow 0