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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 AI-Assisted Prospect Qualification & Onboarding (Charlie)
Problem: Qualifying new prospects and getting them through AML and ID checks is one of the most time-consuming parts of taking on a client — chasing documents, verifying identities, repeating the same intake questions, and keeping everything compl...
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All ideas

    Filter to Hide Prospect and Onboarding Tasks

    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.
    Miriam Sackie-Mensah about 3 years ago in Tasks & Workflow 0 Already exists

    Comapre Invoiving Totals to Last Year

    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.
    Miriam Sackie-Mensah about 3 years ago in Dashboard 0 Need more feedback

    Scheduling

    BrightManager is not great for Scheduling across a whole year as the next Task is only created when the last one is completed. E.g if a client has a VAT Task for Q1 25 we only have 1 Task for that year. BrightManager should be able to provide a re...
    Guest over 1 year ago in Tasks & Workflow 0

    Import client documents in bulk

    Import documents per client in bulk.
    Miriam Sackie-Mensah about 3 years ago in Documents 0 Already exists

    Custom Client VAT Start Date

    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.
    Miriam Sackie-Mensah about 3 years ago in Clients 0 Will not implement

    Report to show when clients have uploaded documents based on permission level

    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.
    Miriam Sackie-Mensah about 3 years ago in Reporting 0 Will not implement

    Enable "preffered name" as a merge field for emails

    No description provided
    Guest over 1 year ago in Emailing 3 Already exists

    Highlight 2FA on admin screen

    It would be useful (in the absence of forced 2FA) to provide a visual clue to those member account holders whom do not have 2FA enabled.
    Guest over 1 year ago in Administration 2 Already exists

    Add link to Notifications Manager

    Could a link to the Notifications Manager be added to the Tools tab dropdown (or other relevant area)?
    Guest over 1 year ago in Other 0

    First Nationality in the dropdown to be set to "British"

    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...
    Guest over 1 year ago in Clients 0