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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 ...
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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...
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All ideas

    BCC/CC replies from timeline as well as other manual emails

    Currently we can select to be automatically BCC into manual emails but this does happen when the manual email is sent as a reply from the client’s timeline
    Guest over 1 year ago in Emailing 1 Already exists

    Change Target Date Without Opening Task

    Being able to change the Target Date from the task list would be great and save time especially when changing multiple target dates.
    Miriam Sackie-Mensah over 3 years ago in Tasks & Workflow 0 Will not implement

    Drag and Drop Tasks

    If there is a possible option to create a to-do list within AM based on the jobs i.e. list tasks in a custom order rather than based on deadline date that would be very useful
    Miriam Sackie-Mensah over 3 years ago in Tasks & Workflow 0

    Staff members screen as list

    On the screen https://manager.brightsg.com/staff we see the staff displayed on nice cards with their details. This is good if you have a few staff. If there are 100 staff members it's a bit of a faff scrolling. It would be nice to have a table/lis...
    Guest 6 months ago in Other 0 Planned

    Include services from sales invoices within the export file

    Allows us to import these into our accounting software by service to allocate to correct sales category Allows for better reporting based upon sales invoices raised by service category
    Wilfred Rhodes 6 months ago in Invoicing & Finance 0

    WIP

    Currently you can only search by client name on WIP, it would be really helpful to search by client internal reference
    Guest 6 months ago in Time 0 Already exists

    ID expiry date box position

    Please can it be possible for the ID expiry date boxes to have an option to be positioned with the ID verified 'sliders' in the Main and Secondary Contact sections so that they are much easier to work with.
    Guest 12 months ago in Clients 0

    chargeable time spent on a client

    Each year we need to work out whether we are charging clients correctly. We need to be able to filter chargeable time spent on a client to price the service agreement correctly and for better management reporting of our practice. Without having to...
    Guest 12 months ago in Time 1 Already exists

    Zapier Integration - Additional Fields

    Allow more specific fields such as VAT Number and UTR to be able to be synced via the Zapier Integration.
    Jay Wilson 12 months ago in Integrations 0

    Remove deactivated staff

    Ability to premanently remove staff. BM say they rmeian incase you wish to reactivate them however its is unlikley if the staff meember left several years ago
    Guest over 1 year ago in Administration 1