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Pinned ideas

PINNED AI-Assisted Prospect Qualification & Onboarding (Charlie)
Problem: Qualifying new prospects and getting them through AML and ID checks is one of the most time-consuming parts of taking on a client — chasing documents, verifying identities, repeating the same intake questions, and keeping everything compl...
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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

    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 about 3 years ago in Tasks & Workflow 0 Will not implement

    Add Page Breaks to LOE's so when downloaded to PDF formatting is unchanged

    This would be useful because at the moment when the LOE is downloaded to PDF by a client, the formatting, spacing and overall look of the LOE is poor.
    Guest almost 2 years ago in Documents 0

    Report to Show Unviewed Emails

    No description provided
    Miriam Sackie-Mensah about 3 years ago in Emailing  / Reporting 0 Need more feedback

    Allow Sole Trader details to be Viewed on Client Summary, like Address, Phone Nos and Nature on Business

    No description provided
    Guest almost 2 years ago in Client Portal 0

    Enable a Column to add WIP to Clients Listing Summary Overview

    No description provided
    Guest almost 2 years ago in Clients 0

    Remove the automatic sending of canned emails

    Currently, if you're using a canned email, you not only need to pause the email while you're amending it, but then you need to update the "pause" and go back in to edit. If you don't do that, after about 10 minutes, Bright will automatically send ...
    Guest over 1 year ago in Emailing 0

    VAT reminder days

    The way that reminder days are set up for VAT and accounts information requests, currently one has to manually enter the days, alternatively can we have an option to tick weekly /fortnightly/monthly reminders? as I find this very cumbersome, an ex...
    Mairéad Swanton over 1 year ago in Emailing 0

    Risk Notifications

    I try my best to keep my notifications current, IE The Notifications on the left pop up menu. It can be quite time consuming to manage this, but that is on me I guess as I must be doing too much. The issue I have is when I upload and add comments ...
    Guest almost 2 years ago in Administration 1

    Workflow - Notify when Subtask is actionable

    would be useful to be able to notify a subtask assignee/ team (see team idea) when a subtask is ready for completion (ie all pre-requisite tasks are complete)
    James Reilly about 3 years ago in Tasks & Workflow 0

    SIMPLE ONE: Change task generated VAT item name to use "quarter end" rather than "quarterly end" (which sounds a bit weird as it currently is)

    VAT Return Quarterly End 28/02/2025 doesn't read right to me :-)
    Oli Thomas over 1 year ago in Tasks & Workflow 0