Michaela Greene
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Activity overview
Latest activity by Michaela Greene-
Michaela Greene created an article,
Why is BrightClient being rolled out in phases?
The phased rollout allows us to make sure BrightClient works reliably for every customer before we expand access further. We are bringing customers in as quickly as we can do that confidently.
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Michaela Greene created an article,
Does BrightClient work with BrightPay, BrightPropose, or other Bright products?
Not at this time. BrightClient currently integrates with BrightManager, BrightAP, BrightBooks only. If this changes, we will communicate that to you directly.
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Michaela Greene created an article,
What does BrightClient not sync?
BrightClient syncs core client data only. It does not sync transactions or tasks.
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Michaela Greene created an article,
What client information does BrightClient sync?
BrightClient syncs the following:Business names and trading namesCompany registration numbersVAT numbersRegistered office addressesContact names, email addresses, and phone numbers
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Michaela Greene created an article,
Changes to address fields in BrightManager
Address fields in BrightManager have been restructured from free-text blocks into separate, dedicated fields to meet BrightClient's data requirements. This article explains the new structure, how t...
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Michaela Greene created an article,
How to search for and add contacts in BrightManager
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...
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Michaela Greene created an article,
How to search for and select a client in BrightManager
When BrightClient is enabled on your account, BrightManager automatically searches your organisation's BrightClient database as you create or open a client file. This article explains how the searc...
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Michaela Greene created an article,
Changes to email address fields in BrightManager
Email fields in BrightManager have been restructured to improve data quality and ensure compatibility with BrightClient. This article explains what has changed, how to add and manage email addresse...
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Michaela Greene created an article,
Self-Assessment clients and BrightClient in BrightManager
BrightClient integration for Self-Assessment and Irish Self-Assessment client types is not available in the current release. This article explains what this means for your practice, how Self-Assess...
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Michaela Greene created an article,
Managing client portal change requests in BrightManager
When a client submits updates through their client portal, those changes are held for review before being applied to their record. This article explains how to find, review, and process client port...