ADD A NEW IDEA

Pinned ideas

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 ...
Share feedback 2
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...
Share feedback 1

All ideas

    Important notifications available as pop ups + notifications into email

    All notifications are created equal, but some are more equal than others. When sending a notification to a colleague, it's important that it stands out. Additionally, notifications from specific clients or urgent tasks could be highlighted. Consid...
    Guest about 2 years ago in Dashboard 2

    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 over 3 years ago in Administration 0

    Calendar Upgrade

    Currently to access the calendar we need to go into tools, and 'sms meeting reminders' which is a bit backwards. I'd like to see a calendar tab, with an option to have the calendar in full view on the home page as a pin. The calendar isn't very ef...
    Guest over 1 year ago in Administration 0 Need more feedback

    Enhanced reporting features and ability to export from various screens

    it would be useful to be able to run reports on lists of clients who are not/are portal registered, unsigned/signed documents etc with option to add in columns so it can be exported to filter by manager/office location (we use client code to diffe...
    Guest over 2 years ago in Administration 0

    Global resources available to all clients

    Make it possible to upload documents, so all of the clients of certain client types (e.g. limited company, self-assessment, sole trader) can access guides (or this type of document) without us having to upload them individually. Custom forms can b...
    Guest about 2 years ago in Other 0

    Weeklly Summary Email

    Email summary of upcoming deadlines and/or reminders of work to be completed.
    Miriam Sackie-Mensah over 3 years ago in Reporting 0

    Create Document From Email Attachment

    When an email is received within AM it is automatically linked to the Client and appears on the Client timeline. There is a manual process to add the attachments to your Client's document library. Suggest automatically creating the document within...
    Jon Ellis over 3 years ago in Documents / Emailing 0 Planned

    Clients can't see notes on the portal

    Our clients are missing notes that we upload. When they click on the View All Documents button the notes don't appear unless they go through the folders, this is especially true on mobiles but also the case on desktop computers too.
    Guest 5 months ago in Client Portal 0 Already exists

    client type - Soletrader

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