I want to be able to request a document/s from a single client only

Create custom emails from more fields within a client file. For example where a companies year end is approaching, allowing ane automated email to the customer informing them and possibly arranging a meeting etc. At current, capacity for custom au...

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...

Timesheet - create Time log - in the Advanced section could the tasks ' Latest action' dropdown be included as an option for each log. I feel this would save duplication between updating tasks and time log . thks

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'd like to be able to copy an existing recurring task to simply add it for a new client rather than having to create a new one from scratch each time. Inevitably I do something slightly different time.

Overview page - we nee an option to analyse 'last month' We need a drop down stating ‘last month’ as we are tracking income Tax returns at are due on 31/10/2024 for hard copy returns and 14/11/2024 for online returns but the deadline on the system...

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...

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

Currently you can only search by client name on WIP, it would be really helpful to search by client internal reference