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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

new tasks get generated with a default workflow template

A new task is created, let's say VAT return submission, it comes up with a default workflow template, set up either globally or as per client
Guest about 2 years ago in Tasks & Workflow 3 Already exists

Ability to access timesheets entries from tasks

At the moment, it is possible to see 'Logged Time' from tasks, so the amount of time spent on a task. I find it would be useful if you could then click on a button to see all the timesheets entries logged on tasks. This would be a useful tool for ...
David Martinelli about 2 years ago in Time 0

Remove (X days until deadline) from automated reminders

Please add the option to exclude the (X days until deadline) from the subject line of automated reminders. Clients are ignoring the content of the reminders which may have an earlier deadline, and only see that they have X number of days to action...
Guest over 3 years ago in Emailing 0

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
Liz Coleman over 2 years 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 2 years 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 2 years ago in Clients 0

Permanently Favorite Recurring Tasks

To have the option to generate star recurring task would be helpful.
Miriam Sackie-Mensah over 3 years ago in Tasks & Workflow 0

Search Task List Using Internal Reference Number

The system only recognises the names of clients, not their internal reference number, which creates confusion because the wrong task can be attributed to the wrong person, due to not being able to search for the internal reference number/unique re...
Miriam Sackie-Mensah over 3 years ago in Tasks & Workflow 0 Already exists

Abilities to link Tasks if they have mutual dependencies

No description provided
Miriam Sackie-Mensah over 3 years ago in Tasks & Workflow 0 Will not implement

Add a Period Start Date for Tasks

Would it be possible for the team to add in the period *start* date as a variable so we can communicate with our clients more clearly? Example:“Please provide us with bank statements for the period between 1st January 2020_(period start)_ – 31st D...
Miriam Sackie-Mensah over 3 years ago in Emailing  / Tasks & Workflow 0 Will not implement