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...

it would be useful to add to the list of filtering along with deadline or alphabetical order, a latest action date

Similar to the current email template feature, there should be a letter template feature which allows us to create letters for clients, individually or in bulk, using pre-created or custom templates. For Bright to be our sole client database, havi...

You can Bulk move tasks but the work flow remains allocated to the original staff member. so now 2 staff members are showing the task Ideally an option to bulk move the Workflows at the same time

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.

It is great that CC has been added when one sends emails to contacts. However, this option is not available yet in automated emails. It would be great to have this added too as it would be a very useful addition to the emails automation program. T...

Make it simple for all directors to sign the letter of engagement for the company.

Any changes made to existing Resource documents require you to save down on your desktop, delete the existing file, and then re-upload the new one. Can we save changes to existing documents?

We need to be able to have our logo on the LoE centered at the top of the page. Currently using the Header function on the LoE template only allows the logo to be left or right-aligned. When we bypass using the Header function and put our logo in ...