It would be great if you could drag and drop tasks on the deadline calendar like in outlook. This would help with moving tasks if needed and for planning your month.

Add PEP/Sanctions check to AML checks for Irish Clients. Function does not currently work for Irish clients as confirmed by Ayman in Bright Manager Support.

When creating a custom email for VAT reminders it is not showing how many days till deadline like it does with the readymade templates. If this option can be added to the custom emails it will be a great help.

Hi there, I would like to suggest an improvement idea in order to be able to quickly find the information and data users are after. Could you please add a 'Task Assignee' field in task filters, for all users and also in the Insights module? Indeed...

It would be very useful if a task was auto generated to remind us to follow up on expired ID's (POA and Photo ID's) once AML is done for a client.

Hi there, I would like to suggest an improvement idea in order to be able to quickly find the information and data users are after. Could you please add a 'client name' field in task filters? Many thanks, David M

Would it be possible to have the manager name next to the client name when the search bar brings up suggestions when searching for a client

Either into the timeline or under its own tab. Much more useful than SMS integration. Used by 75% of clients (no matter how much I continue to use email!)

We incur 3rd party fees/invoices/costs on behalf of our clients. We require Bright Manager to be able to allocate these costs to clients in the wip ledger, to enable these costs to be included in invoices when issuing client invoice/fee

We would like to change the email field to call it Primary Email and then have another email field underneath called other emails which we can enter email addresses into and they also capture on the clients timeline.