Is there a way that tasks don’t appear for clients that are prospects? Seems to clog up the list when we can’t work on them yet.

In the home dashboard there is current month invoice and it compares to this time last month. I think it should compare to this time last year.

Could a link to the Notifications Manager be added to the Tools tab dropdown (or other relevant area)?

Import documents per client in bulk.

Set automated custom VAT start date. Would also be nice if there's a way to inform the clients exact period for which a VAT return or accounts are being prepared when sending a records request.

Only client managers get notified when clients upload documents however the admin (users with the right permission) would also like to know when clients upload documents via reporting.

BTC lists "British" in a dropdown of nationalities in a way I do not have to search for it - I have it already there; it is a nice touch on BTC's side. Can Bright Manager do the same, please? It is not a huge tweak to be made, I imagine, but it co...

The ability to provide for additional custom fields is welcomed. However, these fieldtypes lack the option to include hotlink URL for external sources. Whilst URL data can be saved as Text only, this does not provide for linking within the GUI its...

At the moment, if a deadline on a task, for instance on an accounts preparation task, gets extended, the system creates another task with the new deadline and marks the current task with a banner 'To Delete'. Users are supposed to delete the old t...

I would like to send a recurring monthly email to all clients requesting that they must inform me immediatley of any changes to their ID. Is this possible and if so could you explain how please.