We have noticed that when you update automation settings for the days chasing emails, these settings are only applied to new clients, not to existing clients When the global settings are updated all clients linked to the global settings should upd...

We have learnt that once you put clients on bespoke automation for a task there is no way to switch back to the global automation settings for that client - this needs ot be available

Currently the Task list shows the client, task, progress and deadline. Being able to add the main contact name to the list gives the advantage that when reviewing the list of outstanding tasks to be completed you may not recognise the company's na...

I'm aware the frequency of prospect emails are initially sent based on the timescale set in our settings, however from then on I'm receiving them too often and would like to be able to change the frequency. Therefore I would like to be able to con...

Currently a bulk upload can only be done via the resources section for AM to upload new information and with no particular time-scale. I would like to be able to bulk import new or revised data from a spreadsheet when I need to.

To make automated letters feel more personal

New field to allow Manager & Partner email addresses to be used in automated letters. This help make the feel of automated letters more personal.

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.

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

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...