BrightManager is pleased to announce the following updates made on our platform.
 

Release Summary

New Feature: Bulk Client Editing

We're excited to introduce Bulk Client Management, a powerful new feature that streamlines the process of updating multiple clients at once.

What's New

You can now efficiently manage multiple clients simultaneously from the Client List and Prospects page. This feature is particularly useful for client segmentation and mass updates across your client portfolio.

Key Capabilities

Update Multiple Fields at Once:

•    Assign Client Partners and Client Managers across multiple clients
•    Set MTD Qualifying Year (2026/27, 2027/28, or 2028/29) for UK Self-Assessment clients
•    Toggle services on or off for all selected clients
•    Apply predefined fee structures in bulk
•    Assign default task preparers, filers, and monitors

How It Works

1.    Select clients from your Client List using the checkboxes (or select all visible clients at once)
2.    Make your changes to client details, services, or task assignees
3.    Preview changes before applying to ensure accuracy
4.    Review results to see which clients were successfully updated

Access Requirements

This feature is available to:

•    Users with full permissions (admins and owners)
•    Users with the 'Hide Client Bulk Edit' toggle disabled in Settings > Staff > Edit Details and Permissions

Smart Update Logic

The bulk edit tool is designed to be safe and intuitive. Only the fields you modify will be updated, with all dropdowns defaulting to "No change." 

Please note, task assignments will only apply to clients with the relevant services enabled.

This feature is now available to all eligible users. Visit the Client List page to get started.