Pinned ideas

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...

PINNED BrightManager Public API — Read-Only (Clients & Tasks)

We're exploring a read-only public API for BrightManager, and want to hear from interested practices. Clients Tasks Custom fields Workflow status Read-only — no write/update actions Who this is for: Practices keeping data current in ...

All ideas

1 VOTE

Field Showing Who Created Task

Seeing who created the task in your task list would be useful.

Miriam Sackie-Mensah over 3 years ago in Tasks & Workflow 0

1 VOTE

Use Client Variables in Task Breakdowns

Currently it is not possible to use Client Variables in Tasks Breakdown templates to populate information such as addresses and period ends in manually generated tasks.

Miriam Sackie-Mensah over 3 years ago in Tasks & Workflow 0 Will not implement

1 VOTE

See Invoicing by Chosen Period

The integration with Xero has picked up some old invoices which were paid very late, so our graph runs from September 2018 to date but all the meaningful information is only for recent months.

Miriam Sackie-Mensah over 3 years ago in Dashboard 0 Will not implement

1 VOTE

Display Favourite Clients on Overview

Can a “Last 10”, “Favourites” or custom option of accessed clients be added to the Overview screen?

Miriam Sackie-Mensah over 3 years ago in Dashboard 0 Will not implement

1 VOTE

A Section that Show Market Prices for Comparison

A system that shows market prices for fees so you can compare what you're charging with the market.

Miriam Sackie-Mensah over 3 years ago in Other 0 Will not implement

1 VOTE

Option to create daily frequency for custom services

No description provided

Miriam Sackie-Mensah over 3 years ago in Clients 0 Already exists

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