RELATED IDEAS
Merged idea
This idea has been merged into another idea.
To comment or vote on this idea, please visit BM-I-683 Adding Client ID as a column field on client list.
clientID field
Merged
We can see in the address bar that each client has a unique ID in the BrightManager system. We export data and manipulate, report and track client journeys. Having access to the only unique per-client ID in the system would make life easier, not just for the data reporting but for users e.g. we can create useful links in our systems that take the users back to BM and directly to the right client screen. We have many thousands of clients, manually managing things is not really an option.
We released this at the end of last week. At a high level, you can now display, filter, sort, and export the system-generated client.
A new System Client ID column option is available in the Columns function on your Clients, Prospects, and No Longer A Client pages. Once toggled on, the column shows the unique ID assigned to each record by the system — the same ID that appears in the client file URL.
The column supports a full set of filter operators — including Equals, Contains, Begins with, and more — matching the flexibility of the existing Client column. When the column is visible, client ID data is automatically included in any export, making it straightforward to use these IDs in reports, integrations, or external systems.
Thanks for your feedback and raising this idea, we have raised for future consideration and will keep you posted.