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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 ...
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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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All ideas

    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 about 3 years ago in Emailing 0

    See target dates in calendar format, but change the view from daily, weekly, monthly. Currently only monthly view.

    No description provided
    Guest about 2 years ago in Tasks & Workflow 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 3 years ago in Other 0

    Part Records Received

    When you record part records received, it would be helpful if you could see on task page what records were requested, instead of having to re-type this into progress note.
    Guest about 2 years ago in Tasks & Workflow 0

    Templates : Add a Variable Can we have Variable for this year (2023) Last year (2022) and next year (2024).

    I am preparing a Canned E-mail for the Self Assessment to pay, it would be good to be abler to put in the year so that it changes every year going forward.
    Guest over 3 years ago in Other 0

    2 way Intergration with FreeAgent

    With Xero and Sage, we can AM to track our companies Invoices but FreeAgent integration don't allow that. I been told that there is an 1 way integration. Can you make this 2 ways as I can take an Advantage of free app that FreeAgent offers for cus...
    Guest over 3 years ago in Integrations 0

    Allow Work in Progress to be imported from DRIVE

    No description provided
    Guest about 2 years ago in Time 0

    Staff Holidays, Staff Overtime, Staff Time in Lieu and Public Holidays to be enabled like in DRIVE

    No description provided
    Guest about 2 years ago in Other 0

    Contact details show the age of the individual

    Helpful to have the age automatically shown in the client record directly calulated from the date of birth.
    Guest about 1 year ago in Clients 0

    Part LoE send option

    When an Accountant adds a new Service to a Client File mid year they would like to have the option of sending out the LoE for only the Service added rather than sending the entire LoE again.
    Guest over 3 years ago in Administration 0