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...

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

Add the option to allow multiple tasks to be created for a service (per client). Example use case: Task is overdue (or not completed) in time prevents the trigger of the next automation email. A simple workaround could be to include an option on t...

Add PEP/Sanctions check to AML checks for Irish Clients. Function does not currently work for Irish clients as confirmed by Ayman in Bright Manager Support.

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...

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.

Hi there, I would like to suggest an improvement idea in order to be able to quickly find the information and data users are after. Could you please add a 'Task Assignee' field in task filters, for all users and also in the Insights module? Indeed...

In order to replace a document signing platform we need the functionality of them such as adding in a signature box, a checkbox etc

We would like to change the email field to call it Primary Email and then have another email field underneath called other emails which we can enter email addresses into and they also capture on the clients timeline.

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...