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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...
PINNED BrightManager Public API — Read-Only (Clients & Tasks)
We're exploring a read-only public API for BrightManager, and want to hear from interested practices. Clients Tasks Custom fields Workflow status Read-only — no write/update actions Who this is for: Practices keeping data current in ...

All ideas

Add date column to chargeable vs non chargeable time report export

When I am looking at time spent on a client the export doesn't have the date next to the time entries, which would be very useful when I'm checking per client
Guest 9 months ago in Reporting 0

Marking Invoices paid and it takes you back to the invoice list where you left off

When you are in the invoicing lists and you go into mark the invoice paid on a specific date it would be helpful that when you save that information it brings you back to the invoicing list exactly where you were, as if you were searching a partic...
Vanessa Ennis 9 months ago in Invoicing & Finance 0

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

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

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

Bulk Deletion of Times logs

It would be useful to delete of time sheets in bulk, as in I merged two databases together including Timesheets from 2023 that was not needed on the merged Database so it would be nice to have the option to go in and delete them in Bulk instead of...
Vanessa Ennis 9 months ago in Administration 0 Planned

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 over 2 years ago in Clients 0

Archiving custom forms

Currently in order to tidy up custom forms you can only delete them. This then deletes any associated and completed client forms. I would like to be able to tidy up the forms page so it's easier to identify the form I need to enable.
Guest over 2 years ago in  0