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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...
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...

All ideas

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.
Liz Coleman about 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
Liz Coleman about 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 over 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 over 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 over 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 over 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 over 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 over 2 years ago in Time 0

New Timer - widget position on the screen

I had some feedback from a colleague regarding the new timer widget. All is great but for a small niggle, which is the position of the widget on the screen. It sits exactly where the number of tasks is indicated on the screen. Therefore, would it ...
David Martinelli over 2 years ago in Time 1 Already exists

Filtering tasks improvements - service frequency field added in advanced search

Hello there. Would it be possible to add fields to the tasks advanced search? Our practice would benefit from having a frequency field in the advanced search. For instance, we would like to be able to filter bookkeeping tasks which are monthly, qu...
David Martinelli over 2 years ago in Tasks & Workflow 0