When BrightClient is enabled on your account, you can search for and import existing contact profiles directly from your organisation's BrightClient database when adding a Main Contact or Secondary Contact to a client file. This article explains how the search works, how to assign contact roles, and what happens to role fields once a contact is synchronised with BrightClient.
Before you start
- BrightClient must be enabled on your account.
- You must have a client file open with either the Main Contact or Secondary Contact accordion visible.
Searching for a contact
- Open the relevant client file in BrightManager.
- Expand the Main Contact or Secondary Contact accordion.
- In the Person field, type at least three characters of the contact's name.
- BrightManager will search your organisation's BrightClient database and display matching results in a dropdown.
- Select the contact you want to add.
Understanding the search results
The dropdown is organised into three sections:
- Create New — create a brand-new contact profile from scratch.
- Associated Contacts — contacts already linked to the BrightClient profile for this client.
- Suggested People — other people profiles within your organisation's BrightClient database.
Each result shows the contact's name, role, email address, and phone number to help you identify the right person.
What happens when you select a contact
When you select an existing BrightClient contact, the accordion automatically populates with the contact's data from BrightClient. You can review and update any of this information before saving. When you save, the data synchronises with BrightClient and propagates to other connected Bright products.
Contact roles
Assigning a role
A Role field is available for all contact types — Main Contact, Secondary Contact, and non-acting contacts on the Contacts tab. Selecting the correct role helps ensure accurate data across your Bright products.
The available roles are:
- Director
- Secretary
- Member
- Designated Member
- Partner
- PSC
- RLE
- Beneficial Owner
- Proprietor
- Other
- Unassigned
Existing contacts that do not have a role assigned will default to Unassigned. You can update these at any time.
| Note: Roles assigned to Main Contact and Secondary Contact synchronise with BrightClient. Roles on non-acting contacts on the Contacts tab do not currently synchronise with BrightClient. |
How role fields lock after synchronisation
Once a contact has been saved and synchronised with BrightClient, the Role field for Main Contact and Secondary Contact becomes read-only in BrightManager. This prevents accidental changes to established contact roles.
| Important: Important — read-only role behaviour • If a role is set to Unassigned, the field remains editable even after synchronisation. You can assign a role at any time. • Once you change a role from Unassigned to any other value and the contact syncs to BrightClient, the field becomes permanently read-only in BrightManager. • BrightClient can still update the role in BrightManager if a change is made via another connected Bright product. These updates will be accepted even when the field appears locked. • Contacts created before BrightClient was enabled that have never been synchronised remain fully editable until they sync with a role other than Unassigned. |
Troubleshooting
The Role field is greyed out and I cannot edit it
This means the contact has already been synchronised with BrightClient with a role other than Unassigned. The field is locked in BrightManager to prevent accidental changes. If you need to update the role, this must be done through BrightClient or another connected Bright product.
The contact I am looking for does not appear in the search results
The contact may not yet exist in your organisation's BrightClient database. Select Create New from the dropdown to add them as a new contact profile.
The contact's details are not populating after I select them
Try refreshing the page and searching again. If the issue continues, check that your BrightClient connection is active by navigating to Settings.
Comments
0 comments
Article is closed for comments.