Administration

I would ideally like to add a option to put the client on HOLD or STOP. Basically when our finance team put a hold on the account we shouldn't be working on the tasks this would be another check to stop that.

Can a general note section/tab be added to the client account

The ability to add new client types, for example setting up club clients, rather than just other

It would benefit everyone who uses BM and Informdirect as you'd only have to input the data once.

To be able to customise the Risk tab with our own set of questions. We use ICAEW guidance and have a very specific risk assessment for our clients especially international clients. The risk assessment in BM is not useful to us and we cannot amend ...

At the moment you can have 10 clients all with the same identical Internal Reference IDs. These internal references should be unique, treated as if they are Client ID's ,

For us it is important to know what a user has done on the Bright Manager system - the timeline is client specific but we want to know they have done as a user

We have an AML review every 2 years by ACCA, it would be useful for me to be able to run a report that shows me, when the risk assessment was completed and next review dates are for all clients, at the moment i have to do this manually for over 70...

As I need to be the manager for all clients I receive far too many notifications. The facility should be there to be able to turn some off. I do not need to know if a staff member has amended the status of a task etc.

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...