Overview
When you update a client's details in one Bright product, BrightClient automatically shares those changes with all other connected Bright products. You do not need to update each product separately.
This article explains how data synchronisation works, what types of changes are tracked, and what to expect when you edit a client, address, or contact record.
How updates work
When you save a change to a client record, the following happens:
- You make a change to a client, contact, or address in your Bright product.
- The change is sent to BrightClient and saved there first.
- Once BrightClient confirms the change has been saved successfully, it is also saved in your current product.
- BrightClient automatically notifies all other connected Bright products, which update their own records accordingly.
| Important |
| Do not navigate away or assume a change has been saved if you see an error message. Wait for the confirmation that the save was successful. If an error occurs, try again before contacting support. |
Two types of change
Some fields in BrightClient such as names and addresses, keep a history of changes over time. When updating these fields, you will be asked whether you are making a new entry or correcting an existing one.
| Type of change | When to use it | What happens |
| New entry (e.g. client has moved, or legally changed name) | The information has genuinely changed and you want to keep a record of the previous value | Both the old and new values are stored, each with the date they were active. The history is preserved. |
| Correction (e.g. fixing a typo or input error) | The information was entered incorrectly and you want to fix it without creating a history entry | The existing value is overwritten. No history record is created for the incorrect value. |
| Examples |
| New entry: A client moves office from one city to another. BrightClient stores both the old and new address, each with the dates they were active. |
| Correction: You spot a typo in a client's registered name. Correcting it overwrites the incorrect version — no history entry is needed. |
What data is synchronised
The following types of information are kept in sync across all connected Bright products when changes are made:
- Business and individual client details
- Person records (names, contact details)
- Contact records and roles
- Addresses (current and historical)
Deleting client records
Deleting a client from one Bright product does not delete it from BrightClient or from other products that are using the same record. Here is what to expect:
- When you remove a client from your product, your product's link to that client record is removed from BrightClient.
- The client record remains in BrightClient until all products that are using it have removed their link.
- Once no products are linked to a record, it will be automatically removed from BrightClient after a short period.
| Note |
| This means you can safely remove a client from one product without affecting how that client appears in other products your practice uses. |
Troubleshooting
A change I made in one product has not appeared in another
Updates typically happen automatically and quickly. If a change does not appear after a short time, try refreshing the other product. If the issue continues, contact support with the client name and details of the change you made.
I received an error when saving a change
Do not attempt to save locally or make a duplicate change. Wait a moment and try again. If the error persists, contact support - do not attempt workarounds, as this can cause data to become out of sync.
I deleted a client but they are still showing in another product
This is expected. Removing a client from one product only removes your product's link to that record. The client will still appear in other products that are actively using the same record. If you believe the record should be fully removed, check whether it is still in use elsewhere first.
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