It would be incredibly useful to be able to bulk change target dates. If i schedule work in then fall behind a day, i currently have to go in and change all target dates in schedule.

When sending an email thro' Bright you can sent to 1 email address, cc various email address and bcc other email address. After the email is sent and you review this email in timeline, you can only see the email address of person sent the email an...

Anyone who texts client from Bright Manager, it is currently too easy to overlook a client reply

Hi there, It is great that when users want to create a new task for several clients, they can do that from the task screen and add all the clients they need in the client field of the task. It would be also very useful to start selecting all the c...

At the moment when you create a task from your notifications, that task stays in your notifications and you have to manually archive it. I think it would be a good idea for that Task to automatically be archived once the Task has been created. Thi...

At the moment you can have 10 clients all with the same identical Internal Reference IDs. These internal references should be unique, treated as if they are Client ID's ,

We have an AML review every 2 years by ACCA, it would be useful for me to be able to run a report that shows me, when the risk assessment was completed and next review dates are for all clients, at the moment i have to do this manually for over 70...