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Pinned ideas

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...
PINNED AI-Assisted Prospect Qualification & Onboarding (Charlie)
Problem: Qualifying new prospects and getting them through AML and ID checks is one of the most time-consuming parts of taking on a client — chasing documents, verifying identities, repeating the same intake questions, and keeping everything compl...

All ideas

2FA options

I have just spent 4.5 hours trying to get into any bright product because the 2FA emails stopped sending. Please can we have the option to pick the 2FA method when we sign in, so if we can;t get the email we an shoe app / phone instead? This is ho...
Guest 5 months ago in Administration 0

LLP Link to Companies House

LLP companies do not show a "View On Companies House" link at the top of the Contact card. Please could it be considered to include the link on LLP clients where the company number has been set.
Guest over 1 year ago in Administration 2 Will not implement

Improve Xero Integration re payments

In Xero a sales invoice can be 'paid' either by entering a Payment, allocating to a Credit Note or by allocating a prior Overpayment. The current integration does not cater for all of these possibilities so invoices remain outstanding in Bright Ma...
Jenny Dinnage 9 months ago in Integrations 0

bulk delete please on documents

No description provided
Guest over 2 years ago in Documents 1 Already exists

Compact layout option for Bright Manager

Bright Manager could do with a compact view option, where empty spaces and gaps are kept to the minimum. The idea is to have the maximum volume of useful data on a single screen without the need for extra scrolling/searching. The current layout ma...
Guest almost 2 years ago in Dashboard 0

Task Status on WIP Page

The individuals raising invoices are rarely the ones who do the majority of work. Therefore, it would be useful to display a list of the current active tasks and their status when reviewing WIP. For example, if the task is a self assessment tax re...
Guest 5 months ago in Invoicing & Finance 0 Need more feedback

Company Registrations Office - Ireland

BrightManger integrates with the Irish Company Registrations Office (CRO) where it pulls in Annual return date, Incorporation date & Registered Office. The system should also be able to pull in 'Company Secretary' and names of Directors as thi...
Guest over 1 year ago in Other 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 about 3 years ago in Documents / Emailing 0 Planned

Kanban board for workflow/tasks

It would be useful to have a kanban board to show the tasks that need user input or ones that are with the client
Guest over 1 year ago in Tasks & Workflow 1

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 about 3 years ago in Other 1 Already exists