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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...
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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...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

Allow Christian name only to be picked up in automated letters

To make automated letters feel more personal
Guest almost 2 years ago in Emailing 0

New field to allow Manager & Partner email addresses to be used in automated letters

New field to allow Manager & Partner email addresses to be used in automated letters. This help make the feel of automated letters more personal.
Guest almost 2 years ago in Emailing 0

Staff colours on deadline calendar

Please add staff colours to the staff deadlines drop-down list on the dealine calendar so that there is a visual representation of who has deadlines coming up.
Guest almost 2 years ago in Tasks & Workflow 0

Task report export to show the client manager

It would be useful for the task report, when exported, to show the manager of the client as well as the assignee so that managers can plan their upcoming work
Guest almost 2 years ago in Reporting 0

Full Email Integration, that you do not need to Bcc the Bright Manager system when using external email apps (ie Gmail)

Other practice management systems have a fully integrated email system that allows you to reply to emails outside of Bright Manager, without having to Bcc the email for Bright manager in to the receipt list. Instead a fully integrated email system...
Guest almost 2 years ago in Emailing 0

Description field in Recurring Tasks made available to users

Hi there. We would very much like and would find it very useful to be able to use the 'Description Field' in the Recurring Tasks program. At the moment, when you click on recurring tasks, the list of all the tasks appear and a 'description field' ...
David Martinelli almost 2 years ago in Tasks & Workflow 0

Multiple staff can 'monitor' a task

It should be possible to have more than 1 person assigned as a 'Staff Task Monitor'. For example, I would like to assign the 'Staff Task Monitor' to 1 of my employees, so that the tasks show up on their task list, but also would still like to have...
Guest about 2 years ago in Tasks & Workflow 0

Differentiate between prospects and clients

It would be useful if BM could differentiate prospects from clients. At the moment, when setting up a prospect, users have to select 'New Client'. If you can have a list of prospects on BM, when you archive them, the prospects appear along with th...
David Martinelli about 2 years ago in Clients 0

invoicing 1 entry for total fee instead for each entry

Currently we detail all the work carried out for a project and only include at the bottom of the page the total price plus Vat. ie we do not include a price in each line of work. We need to have the option not to include an amount on each line; Ca...
Guest about 2 years ago in Invoicing & Finance 0

Create a Tool to allow Time Logs to be set to Chargeable all in one go or for a set time range

The tool would be helpful in cases when it needs to be done in one go and would be one less ticket we would have to log with developers to do.
Guest about 2 years ago in Time 0