Michaela Greene
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Articles
Recent activity by Michaela Greene-
What does BrightClient not sync?
BrightClient syncs core client data only. It does not sync transactions or tasks.
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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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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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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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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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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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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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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...
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Deleting a person record under GDPR in BrightManager
When you need to delete a person's data from BrightManager under a GDPR request, and that person is linked to more than one client file, BrightManager requires you to nominate a replacement person ...
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How to bulk import clients into BrightClient from BrightManager
The bulk import lets you migrate your existing client database from BrightManager into BrightClient in one go. This is the recommended approach for practices enabling BrightClient for the first tim...