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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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PINNED Default Document Folder Structure
In addition to the failure of Bright Manager to enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...
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    Showing 557 of 557

    Under combined pricing on service menu. Add a switch for Weekly Charge

    As per Weekly Charge and Monthly Charge under the service option. Have a tab for weekly charge. This can be turn on or off by the Accounts setting like monthly and Annual
    Guest almost 2 years ago in Other 0

    Onboarding Workflow - Overall View

    We are looking at using BM Workflow to deal with our onboarding processes.It is currently controlled by an unwieldly spreadsheet. For this to work we need the ability to report on all clients within the onboarding workflow and to see at what stage...
    Guest almost 2 years ago in Tasks & Workflow 0

    Templates - hide/unhide default templates + add tags and/or a search field

    There are too many default templates users do not need after they have selected the ones they want to use. It would be useful to have the possibility to hide the default templates not needed to find your way around them more quickly. Or, just like...
    David Martinelli almost 2 years ago in Other 0

    Login cursor to default to password Field

    When logging in, you first select your email address and then on the second screen the cursor should automatically be on the password field ready to enter the password,
    Guest almost 2 years ago in Other 1 Already exists

    Custom service tasks deadlines date change

    For tasks linked to custom created services, so which are not linked to a Companies House or HMRC official deadlines, it would be very useful to be able to change the deadline date of the task. As the system works now, the 'next due' date can only...
    David Martinelli almost 2 years ago in Tasks & Workflow 0

    Don't send reminder emails over the weekend for some clients

    Majority of the clients are okay with receiving email reminders over the weekend. For those who prefer not to be contacted over the weekend it would be nice to opt them out in automation settings.
    Miriam Sackie-Mensah almost 2 years ago in Emailing 0

    Timesheet be able to add time by selecting internal refrence

    Add additional ways to select client such as internal reference on time log.
    Guest almost 2 years ago in Time 0

    Permanent Client Notes - The ability to save a note against a certain task permanently

    When adding notes to tasks, the progress notes disappear once a task is complete. This suggestion is to add a new note type that can be added from the client record which remains in place after the task has been completed. I think this needs to be...
    Guest almost 2 years ago in Clients 0

    Remove "Hide Task Progress" from "My Settings" if Workflow is turned on

    If the Workflow is turned on then the hide/remove the Hide Task Progress option from Settings.
    Guest almost 2 years ago in Other 0

    Batched timesheet

    Assigning multiple clients to the same task, when updating timesheet. Currently it it quite time consuming to put individual clients, for the same task that I have completed for multiple clients.
    Guest almost 2 years ago in Time 0