We have several clients who have the same first name and last name. When using the search function, we cannot search by middle name and also the middle name doesn't appear when we search for the client. Can you enable this functionality in the qui...

I'm getting notifications for clients CS01's being overdue yet it was submitted 16 days earlier and the information against the record has updated and rolled forward with the new date for next year but the notification still says overdue. Using In...

Esign reminders are currently prepared and polled 24 hours in advance before sending. If a client signs a document within this time, the reminder is still sent unless manually cancelled. An easy change would be to be able to set a custom creation ...

For monthly bookkeeping tasks, the manager might have finished them and now needs partner or user approval. This should be handled through the workflow interface rather than notifications. Imagine 300 clients with staff completing work and manager...

Our clients are missing notes that we upload. When they click on the View All Documents button the notes don't appear unless they go through the folders, this is especially true on mobiles but also the case on desktop computers too.

If there is a change to the engagement letters, a bulk resign facility will make things easier and quicker then going into each client specifically.

select who would be on the BCC as you cannot currently CC anyone on the automated emails. The sender of the email is the only option for the BCC.

Detailed idea / proposal for the BrightManager development team At present, BrightManager tasks allow only a single target date, which works well for short, single‑day activities but becomes limiting for larger pieces of work that realistically sp...

I wanted to raise a broader system improvement suggestion, as the current setup presents some practical challenges for us. At the moment, having emails sent from whoever enables or sends the form does not align with how client relationships are ma...

Currently, the notification system can become quite full very quickly. It would be useful if there could be an option to have more visible notifications - either linked through our emails or an section that indicates more urgency, with a pop up fe...