Michaela Greene
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Activity overview
Latest activity by Michaela Greene-
Michaela Greene created an article,
How to Import Client Data into BrightClient
OverviewWhen your practice first activates BrightClient, your existing client and contact records need to be moved into the central BrightClient repository. Rather than creating these records one a...
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Michaela Greene created an article,
How to Search for and Select Clients in BrightClient
OverviewWhen working across Bright products, you will need to search for and select existing clients, or create new ones. BrightClient stores all client, person, and contact records in one central ...
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Michaela Greene created an article,
Getting Started with BrightClient
OverviewBrightClient is the central hub for managing all your client records across the Bright product suite. It stores client details, contacts, addresses, and related information in one place so ...
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Michaela Greene created an article,
How client data stays up to date across your Bright products
OverviewWhen 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 se...
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Michaela Greene created an article,
How addresses work in BrightClient
OverviewBrightClient stores multiple address types for each client and contact — such as a registered office address, trading address, home address, and correspondence address. It also keeps a hist...
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Michaela Greene created an article,
How to manage contacts in BrightClient
OverviewContacts in BrightClient represent the relationship between a person and a client. For example, a director, shareholder, or company secretary linked to a business would each be recorded as ...
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Michaela Greene created an article,
How to create a new individual client in BrightClient
OverviewIndividual clients in BrightClient are used for personal tax work, such as self-assessment returns. Unlike business clients, individual clients are always linked to a person record.When you...
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Michaela Greene created an article,
How to create a new business client in BrightClient
OverviewWhen adding a business client, such as a limited company, partnership, or other entity, BrightClient will first search for an existing record. This prevents duplicate client records from be...
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Michaela Greene created an article,
What is BrightClient and how does it work with your Bright products?
OverviewBrightClient is the central place where all your client information is stored across the Bright product suite. Rather than entering the same client details separately in each product you us...