Currently there is no way to see whether a queued email has an attachment without opening the individual email. Users would like an attachment indicator (either a standard attachment symbol or the filename) visible directly in the queue view, to h...

At the moment you can have 10 clients all with the same identical Internal Reference IDs. These internal references should be unique, treated as if they are Client ID's ,

For us it is important to know what a user has done on the Bright Manager system - the timeline is client specific but we want to know they have done as a user

We have an AML review every 2 years by ACCA, it would be useful for me to be able to run a report that shows me, when the risk assessment was completed and next review dates are for all clients, at the moment i have to do this manually for over 70...

When I record tax liabilities for a client (e.g. income tax, corporation tax, VAT), once the client confirms that the tax has been paid, there is currently no easy way to mark this amount as “paid”. At the moment, I have to manually go back into t...

If a client is on stop/hold as they owe money, If there was a way to notify all staff members that a client is on hold BEFORE they do any more work for them that would be ideal, At the moment I am adding this info to Urgent notes but unless you ph...

We recently signed up a ltd company with two directors, both want to be treated as equals, no buts or ifs, both should get the same email at the same time, same document uploaded at the same time, call it what you will, all in equal measures, alwa...

Be great for automated chases on Letter of Engagement not signed. sometimes clients sign the T&Cs and not the LoE or portal sign in

As I need to be the manager for all clients I receive far too many notifications. The facility should be there to be able to turn some off. I do not need to know if a staff member has amended the status of a task etc.

Allow the Client File to have more than 2 Contacts who can then have access to the Portal.