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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 AI-Assisted Task Prioritisation
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...

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Showing 557 of 557

All WiP amounts reported in pounds and pence

Some larger amounts of WiP do not stand out if they have no pence shown; it would be useful for all figures to be uniformly shown with pounds and pence
Guest over 1 year ago in Time 0

Able to mark tasks as private

Can you add a a facility to mark new tasks as private for your own personal use
Guest over 1 year ago in Tasks & Workflow 0

Option to reset client automation back to global automation settings

On the client’s automation tab there should be an indication of which automation is using custom days, and an option for the user to reset this client back to global settings.
Miriam Sackie-Mensah over 1 year ago in Clients 0

Default time types per staff member

Hi there, could it be possible to be able to add a 'default time type' for users so that when they use timesheets, their default time types doesn't have to be typed? Many thanks! :-D
David Martinelli over 2 years ago in Time 0

Email recipients display and reply all feature for email response

When clients copy in their colleagues/spouses the email feature in BM doesn't show this so I always have to check in Outlook to see who is included in a conversation. If it's more than one person I can't easily reply to all in BM (the solution is ...
Mark Dorrill over 1 year ago in Emailing 0

Email signature under last email when replying to an email

At the moment the email signature is added at the end of all of the emails including those you are replying to, it would be neater if it was added just under the email which is being sent to the client
Guest over 1 year ago in Emailing 0

Upload Multiple Documents At The Same Time

Maybe there is a function for this that i just haven't found yet but every time i try to upload multiple documents to a single folder the second upload will just replace the first upload. It would save a lot of time if we could drag multiple docum...
Guest 11 months ago in Documents 0

Have a RESEND button for e-mails and signature requests, etc

Our old system had a re-send button , it would be good to have this feature on AM because clients are always losing or deleting e-mails.
Guest over 2 years ago in Emailing 0

Search issue in documents

In documents you cannot search on the home page for documents that are saved in a sub-folder. If clients are using sub-folders and saving a lot of documents this would be incredibly useful
Guest over 1 year ago in Documents 0

Multiple File Downloads

I must say that I find AM notifications not very user friendly - why not just have the notification pop up when the download is ready? The initial ‘please wait’ message pops up, so it is counter intuitive to have to look elsewhere for the subseque...
Guest over 2 years ago in Other 0