Hi, could the time logged (hours) be a new column in the Task export . The idea would be by having these extra columns it would allow me to compare the time logged to the time estimated time for each task. It would highlight tasks that are running...

Currently, the Prospect List columns that show up by default and cannot be toggled off are Terms Signed/ Registration Fee Paid Welcome email Tel number Mobile number Email Proposal email sent Last call Photo ID verified Address verified It would b...

I suffer from task overwhelm and despite the recent introduction of workflow, feel the tasks screen can be further improved instead of constantly filtering the tasks list, to see quickly what I need to do for the day. And so it would be great to h...

When setting up a ne client, have an option to Auto generate an reference. Have a couple of option, First 4 letters the 3 numbers, or Partner initials and a 3 digit number.

Feature request: 'New Note' button always visible on client landing page. Save time (and page-loads) by adding a feature to enable 'New Note' on the client landing page, instead of having to navigate to Timeline to post a note.

In the BrightManager/BrightPropose lists it defaults to 10 items - it's infuriating. Whether it's Custom Fields, notification manager, etc. Such a waste of time to keep changing the drop down to show more. Either make it a setting for a user to ch...

Problem: Manually tracking and logging time is often forgotten or done in a rush, leading to inaccuracies and missed billable hours. Proposed Solution: We’re exploring an AI feature that tracks user activity across BrightManager and suggests time ...

Problem: Staying on top of task priorities, status updates, and workflow changes can be hard - especially during busy periods or when multiple team members are involved. Proposed Solution: We’re exploring AI functionality that helps prioritise tas...

Problem: Uploading, categorising, and assigning documents to the correct client or job is a repetitive task that takes up valuable admin time and can lead to misfiled documents or inefficiencies in locating the right files later. Proposed Solution...