Our firm has 600+ clients recently input on BM and we are successfully using task function. We now would like to begin to use email automation on a test basis. We have been advised by BM that we would have to turn ON email automation globally (s...

Currently you can view Last Call value while applying filters. Can the field be visible under the client record (Internal?) as well?

can it please not have data reminding just the date - when there are too many reminders left let’s say 100 weeks cannot go through them on the same date with let’s say 20 days reminding left - then if we do it 2 days later - we need to change all ...

You can carry out an AML check on a client without going to the AML Page - there is a button on the client page as a shortcut. Instead of searching for the client in the People page, there should be a button on the client page which invites them i...

Add a column in the Invoices tab for notes to be made against invoices (i know you can have notes in timeline but these would be spefically for invoice chasing) Potentially an option to send an email / statement from bright manager chasing those i...

FreeAgent and BrightManager have an integration, BM should be able to pull through a liability balance for the PAYE to then send automated payment reminders to clients.

It would be useful to add to the tasks filter a worfklow calendar filter. For accounts preparation tasks, we use workflows and some worfklow deadline dates are sometimes 4 to 5 months before the actual clients' accounts filing deadlines. So having...

Clients are not punctual. Letters of Engagement are generally designed to last only one year. I suggest that in addition to the option of automatically resign letters of engagement so many days after they were originally sign, it would be nice to ...

We can complete tasks in bulk and we can reassign tasks in bulk - could we not amend status of tasks in bulk too please? (or add bulk progress notes)