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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 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 ...
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All ideas

    Hide folders from clients

    Could we have a feature to hide folders from clients as well as specific documents.
    Guest 9 months ago in Documents 0

    Portal Registration

    We are in the process of inviting our existing clients to register for the portal, however the list of clients is not searchable - can this function be added to save us scrolling through every unregistered client?
    Guest about 3 years ago in Administration 0

    Payroll additional Automatic tasks such as send P60, send end of year reports and different payslip periods

    Currently Payroll setup create tasks monthly. It would be good to also auto create tasks yearly for sending P60 and End of year submissions Also have a different option for Weekly, 4 Weekly and monthly payslips
    Guest about 3 years ago in Tasks & Workflow 0 Planned

    client type - Soletrader

    To have sole trader as a selectable client type
    Guest almost 2 years ago in Clients 0

    DD/MM/YYYY for when a subtask is done

    Some of my tasks will take weeks until completed due to awaiting client info etc. And i believe it would be useful if when marking a subtask as complete, that there be an option where we can insert a date. This date would be the date that we under...
    Guest about 1 year ago in Tasks & Workflow 4

    Risk Assessment - Date last completed filter

    it would be great if we could add a filter to bookmarks that allows us to see the date in which the risk assessment was last completed for a client. for example, i would like a bookmark with the following columns: Client Manager Risk Assessment Le...
    Guest about 1 year ago in Reporting 0

    Custome charge out rates for sevices. Not just by staff member

    It would be great for small businesses to have the ability to use one member of staff for different tasks. So bookkeepping set at one rate, and accountacy service another. Small businesses may have limited staff, but lots of work.
    Guest almost 2 years ago in Invoicing & Finance 1

    Edit notes

    Ability to edit manually entered notes would be helpfull. :)
    Guest almost 2 years ago in Clients 6 Need more feedback

    API

    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...
    Guest almost 2 years ago in Integrations 1

    I want my employee to be "notified" when I reassign a task.

    No description provided
    Guest over 1 year ago in Tasks & Workflow 0