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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

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

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 over 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 over 2 years ago in Clients 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

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

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

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

Add marriage dates for clients

A place to store the date someone's marital status changed
Harry Walker FMAAT over 2 years ago in Clients 0 Planned

Improve integrations with FreeAgent

It would be more useful if invoicing functions were available with FreeAgent, there is no point in integrating with FreeAgent at the moment as it doesn't appear to have any functionality.
Guest over 2 years ago in Invoicing & Finance 0