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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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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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All ideas

    Target dates for sub-tasks on workflows as well as the main task

    No description provided
    Guest over 1 year ago in Tasks & Workflow 0

    Min required fields mandatory to add a new client on BM

    To help with data quality and capture basic essential details before saving. Could we have a small number of mandatory fields when creating a new client - Name, Address, email, phone number, Client Type and Nature of business ?
    Guest over 1 year ago in Clients 0

    Set default ‘Staff Task Allocation’ for custom created services

    Please consider extending the 'Staff Task Default Allocation' settings to include custom created services.
    Guest over 1 year ago in Tasks & Workflow 3

    Workflow Group Titles on the task list

    I want the ability to create custom workflow group titles to help keep my practice more organised.
    Miriam Sackie-Mensah 8 months ago in Tasks & Workflow 0

    Automated Reminders for canned email messages

    To be able to set up automated reminders for specific emails not related to accounts records requests.
    Mairéad Swanton over 1 year ago in Emailing 1

    Can we have the facility to download one WIP report sorted by Manager instead of having to produce say 10 individual manager reports which is currently the case. We just want it all on one single report by manager.

    No description provided
    Guest 8 months ago in Reporting 0

    Client payments

    I'd like BrightManager to be able to collect payments directly from clients in the same way that Ignition does. This would offer a revenue stream for Bright and would remove another link in the chain from engagement to payment.
    Guest about 2 years ago in Invoicing & Finance 0

    Custom views / hiding fields

    I like the ability to capture a lot of information about each client - but we find ourselves searching through lots of completely blank fields that are irrelevant / unused in our practice to get to the data we want. I would like to be able to cust...
    Guest about 2 years ago in Clients 0

    Deadline calendar

    Deadline calendar on the overview page as a widget, then one is able to have an overview of clients that have deadlines. currently the task deadline overview only provides generic information related to the task it would be great to be able to ide...
    Guest about 2 years ago in Clients 0

    A "today" button on the calendar when entering a date

    It would be useful to have a "today" button on the calendar that can be used when entering dates on eg Accounts Latest Action box, just like you get on the Outlook calendar when inputting an appointment.
    Liz Coleman over 1 year ago in Tasks & Workflow 0