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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 ...
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...

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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 over 1 year ago in Tasks & Workflow 1

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.

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Guest almost 2 years ago in Client Portal 0

Allow multiple open tasks per client service

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...
Guest almost 2 years ago in Tasks & Workflow 1

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 almost 2 years ago in Administration 2 Will not implement

Insights permissions to be provided to managers

The insights tools - allowing for easy filtering of WIP and chargeable time - can only be provided to people if they have full access. It would be great if this could be provided as a module that can be toggled on/off to certain individuals in the...
Guest 6 months ago in Reporting 0

Add in signature box to document

In order to replace a document signing platform we need the functionality of them such as adding in a signature box, a checkbox etc
Guest over 2 years ago in Documents 0

Sort WIP highest value to lowest value

when billing clients its helpful to see which clients haev the most time on them and you cannot do this without going through every page.
Guest over 2 years ago in Invoicing & Finance 0

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 almost 2 years ago in Other 0

More than one user to receive eSign notifications

Allow more than one user other than the Client Manager to receive eSign notifications i.e. if the Client Manager is holiday/sick leave, someone else should be able to receive the eSign notification emails
Guest almost 2 years ago in Documents 0

Document Management

To be able to move folders and group them within another folder. I have a client where monthly payroll folders have been created and I have a list of 12 monthly folders that I would like to group in one as an annual folder - Can't move them :(
Guest over 2 years ago in Documents 0