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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

    Set a default jurisdiction

    To be able to set a default jurisdiction for new clients. Currently defaults to Companies House and you have to scroll for Irish Self Assessment Would like to set my BM to be for Irish Clients as i have no UK clients It easy to miss that you need ...
    Guest almost 2 years ago in Administration 0

    when sending invoices from accountancy manager, it would be useful if there is an alternative copy email address so i can copy the invoice email to my accountancy software.,

    Instead of any invoices generated by accountancy manager and copied to my email address, i woud like the copy to be sent to a different email address (my software)A great deal of clients would also like invoices to be sent to a different email add...
    Guest almost 2 years ago in Emailing 0

    Move client from custom automation setting to global automation setting via the overview page

    If possible on the overview page it should be possible to move the client back to the global settings here on an individual basis, and multi select too.
    Miriam Sackie-Mensah almost 2 years ago in Clients 0

    List of clients on custom and global automation settings

    Under Settings > Automation Settings a list should be available (maybe on a tab) to show which client is currently on Custom Automation days and what service of theirs is affected.
    Miriam Sackie-Mensah almost 2 years ago in Clients 0

    Add client's automation updates on the timeline

    When any change is made to the client’s automation days the change details, time, date and staff users name should be captured on the Timeline.
    Miriam Sackie-Mensah almost 2 years ago in Clients 0

    Don't use trans clients' deadname in email subjects or recipient names

    I'm trans and most of my clients are trans, and many have huge sensitivity around seeing their deadname. Legal names must be used on legal documents but legal name is NOT required for communications. Instead a Preferred name is present for a clien...
    Guest about 2 years ago in Emailing 0

    Workflow template updates & dissociated tasks

    Currently, all workflows attached to current tasks are linked to their respective template updates. If users amend the workflows on current tasks, the workflows automatically become dissociated with the workflow templates. This can make sense for ...
    David Martinelli about 2 years ago in Tasks & Workflow 0

    Under Profitability in client file. Have % of Profit/loss

    % will be helpful in the client profitability. That information is already included Tools/Profitability
    Guest about 2 years ago in Clients 0

    Under combined pricing on service menu. Add a switch for Weekly Charge

    As per Weekly Charge and Monthly Charge under the service option. Have a tab for weekly charge. This can be turn on or off by the Accounts setting like monthly and Annual
    Guest about 2 years ago in Other 0

    Onboarding Workflow - Overall View

    We are looking at using BM Workflow to deal with our onboarding processes.It is currently controlled by an unwieldly spreadsheet. For this to work we need the ability to report on all clients within the onboarding workflow and to see at what stage...
    Guest about 2 years ago in Tasks & Workflow 0