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PINNED Improved notification system
Currently, the notification system can become quite full very quickly. It would be useful if there could be an option to have more visible notifications - either linked through our emails or an section that indicates more urgency, with a pop up fe...
PINNED AI-Assisted Task Prioritisation
Problem: Staying on top of task priorities, status updates, and workflow changes can be hard - especially during busy periods or when multiple team members are involved. Proposed Solution: We’re exploring AI functionality that helps prioritise tas...

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Showing 545 of 545

NPS Questionnaire on completing a task

Being able to send out an NPS (net promoter score) survey every time a task is completed will allow a company to work out their NPS and compare this against all other firms and use it to benchmark their own customer satisfaction internally. It wil...
Guest about 2 months ago in Clients 0

Client Debtor Receipt Allocation

Currently you can only mark client Invoice as paid or not. Allow payment on account and/or part payment of client invoices
Guest 3 months ago in Invoicing & Finance 3

Client Aged Debtor List Reporting

Add debtor list export function
Guest 3 months ago in Reporting 2

When uploading document take you straight to the email that is produced so that it can be amended.

When uploading documents I usually want to be able to amend the email that is to be sent notifying the client of the document. It would be useful to go straight that email.
Guest 3 months ago in Documents 2 Already exists

Automation of the task updated to "awaiting approval" when a document is uploaded for a client to sign.

Just wondering if I’m missing something in Bright Manager as I’m uploading documents for clients to sign and then manually marking the task as “awaiting for approval”. Is there any way that this can be automated?
Guest about 2 months ago in Tasks & Workflow 0

The option to add variables into the subject line on a custom automated email

When creating a custom email for VAT reminders it is not showing how many days till deadline like it does with the readymade templates. If this option can be added to the custom emails it will be a great help.
Guest 7 months ago in Emailing 0

Allow multiple contacts on Client File

Allow the Client File to have more than 2 Contacts who can then have access to the Portal.
Guest over 2 years ago in Client Portal 2

Customise Task Progress Options

I would suggest that you should be able to customise the task progress options, for example add manager review, partner review, etc rather than just to be reviewed and reviewed.
Guest over 1 year ago in Tasks & Workflow 1

Automated Client Onboarding

Problem: Onboarding a new client involves repetitive and manual tasks: entering client information, conducting AML checks, and setting up records in BrightManager. This process is time-consuming, error-prone, and often delayed due to data collecti...
James Reilly 5 months ago in Artificial Intelligence 0

Create a custom workflow when creating a one-off task

When creating a one-off task, have the ability to create a single workflow that is specific to that one task and doesn't get added to the workflow templates.
Guest about 1 month ago in Tasks & Workflow 1