Adding custom field columns to clients list.

This idea is from a controllers point of view .Would it be possible to have the ability to bulk select clients and update deadline date rather than having to update the deadline field by Client. If this was possible other fields like progress note...

Be able to quickly edit the target Date on a task in cases where there maybe a client dealt (missing docs etc) without having to open and edit the entire task - too many clicks.

When allocating a staff member as client's manager, they receive notifications for everything to do with the clients they manage (accounts, bookkeeping, payroll, companies house changes, etc.). As a lot of staff members work on different aspects o...

Time can be saved on administration if it were possible to recieve automated emails from BrightPortal when a new invoice is generated. It is understood from investigating by the BM support team, this it is currently not possible to set the invoice...

Have the ability to format the invoice style within settings in perticular remove discount

We never use the timer so it is a pain to have it pop up on the screen. When travelling it takes up a disproportionate amount of a small screen. Just a X to get rid of it would be a great efficiency saving

Could you add a tick button under staff permissions so that we have the option to allow certain team members only to be able to add clients?

Currently, before you click "send" if a new email is closed by clicking on the cross it is immediately lost forever with no warning or backup. It would be good to have this safety net in place as in other areas of BM or when drafting emails in Out...

Timeline is a fantastic feature of BrightManager yet somewhat limited in function for a multi-tech stack enviornment. Could it be considered to provide functionality to allow updates to a client Timeline (adding a note), by the use of an API. This...