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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...
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 ...

All ideas

Workflows - filtering staff subtasks

The following idea would be very useful especially for long workflows, when several staff members need to complete subtasks on a workflow, and when there is not necessarily a chronological order of subtasks groups to be completed. For instance, fo...
David Martinelli about 1 year ago in Tasks & Workflow 2

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 about 1 year ago in Tasks & Workflow 1

function to delete notifications

we have currently 25,000 notifications and are only able to achive, it would be nice to have a delete option so that they can be referred to and kept on top of with ease. currently there are just too many for us to sift through and manager as they...
Guest about 2 years ago in Administration 0 Will not implement

Outstanding WIP Report

Ability to add Partner and Manager fields for sending out to teams.
Angela Pauley 5 months ago in Reporting 1 Already exists

Add ADMIN role in addition to Partner & Manager

I was wondering if at extra internal role could be added - Partner, Manager and new role of ADMIN. Then a member of the admin team could receive all the notifications as well rather than it all being on the client manager. Currently for admin team...
Guest about 2 years ago in Administration 2 Planned

bulk delete please on documents

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

Email Signature Template

We have started using the Email Signature Template for staff email sign off and Automated records request emails, however when you type up a basic email you cannot see the template details at the bottom just the name of the template - I think it s...
Mairéad Swanton over 1 year ago in Emailing 0

Additional contacts on company record from drop down list

When adding additional contacts on a client file i.e additional directors / PSCs there is currently no way of linking them to the client unless they are signed up to other individual services. It would be helpful if under the contacts tab this giv...
Guest 10 months ago in Clients 0

Email notification after clients e-sign documents in their portal. I believe this feature is quite basic and should have been included from the very beginning.

No description provided
Guest over 1 year ago in Client Portal 0

Drag and Drop items on the deadline calendar like outlook

It would be great if you could drag and drop tasks on the deadline calendar like in outlook. This would help with moving tasks if needed and for planning your month.
Guest 5 months ago in Tasks & Workflow 0