Customer Wishlist

I suggest you...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. We would like a 'recalculate' type button that updates ALL product information (Accessories,components,weight, price) on existing orders

    We would like a "recalculate all" style button that essentially recalculates/re embeds all the latest product information (with all the updated component/accessories/weights/prices) at that point in time for an existing quote/order.

    Background: We are currently adding on all components and accessories onto existing products already on the system.

    However if a quote/order has been created prior to the component/accessory being added on, then it does not include them/allow them to be scanned onto the system when preparing/booking out without physically being reentered onto the quote/order....

    We think it would also be useful when cloning a previous opportunity (say a repeat…

    12 votes
    vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
    • Edit multiple service start/end dates at once

      Here is the issue.

      An opportunity has been created with multiple services; lots of different technicians or local crew etc. At some point after the opportunity has been created the timings change and each service needs to be changed to reflect this, this can also happen due to simply not knowing the final times at the point of quoting. At the moment you have to edit each individual service to change the dates. Often this can be incredibly time consuming.

      It would be massively helpful if there was a way to change the dates on multiple services at once, either…

      42 votes
      vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
      • Color highlight for opportunities

        It would be great to be able to assign a highlight colour to an opportunity which is assigned to that opportunity on the planner as well as the opportunity tab. This would help us keep track of the types of jobs in addition to what stage they are in. See attached for an example

        9 votes
        vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
        • 3 votes
          vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)

            Thanks for your suggestion, this would be a great addition. The Xero developer tools don’t allow us to do this in a reliable way right now, but we’re keeping an eye on developments around them and we’ll take a look if it’s something that changes.

            Remember you can always check the status of an invoice in Xero by clicking into it. See: Post an invoice to Xero

          • Read-Only New Opportunity Templates

            I would like to be able to create a template which is to be cloned when creating new opportunities. The template will have Item Groups already set-up ensuring all quotes issued by my team have the same format.

            I would also like 'Costs' to be able to be cloned. I would like to add regular project costs (examples for my business include CAD plans, warehouse prep, install / dismantle labour, freight, forklift rental, sigage).

            16 votes
            vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
            • Deposits

              A nice idea would be adding a deposit option to certain invoices so it would show up at the bottom of the invoice near the balance total! At the moment I am sending invoices over to clients then having to email them separatley to notify them of their deposit total.

              61 votes
              vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
              • Deal Pricing

                The new feature for deal pricing is very much appreciated making quotes fit the client budget much easier. We sometimes add expenses and sales in addition after the completion of the job. it would be great to be able to add these on top of the agreed deal price.

                1 vote
                vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                • Zero Price Free Scan

                  When free scanning onto jobs, items should be zero priced as these are usually last minute or forgoten items that you would not charge the client for

                  1 vote
                  vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                  • Russian language

                    Please add Russian language.

                    55 votes
                    vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      7 comments  ·  General  ·  Admin →
                    • Previous Versions

                      Hey All.
                      Here is the problem.

                      You put together a quotation for a client and send it out to them via the discussions.

                      They come back to you and tell you the event isnt selling well and they need to scale things back a little.
                      You re quote the job.
                      They then come back to you and say they have sold a bunch of tickets and they want to go with the original quotation with the larger production.

                      At the moment you would need to look up the old approval document and go through manually changing everything back.

                      What I''m…

                      4 votes
                      vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                      • Assign a cost to bookable resources.

                        Bookable resources can be allocated to a booked service. In many cases these resources cost the company money, whether it be labor or fuel.

                        I would like for the bookable resources to have a cost associated with them so that way when I allocate them it can count against the job as an opportunity cost. Say I have 2 techs, tech A costs me $20/hr and tech B costs me $30/hr. If I was to allocate tech A in the services view, I would like his $20/hr to be deducted as a cost to the opportunity or project.

                        When it…

                        57 votes
                        vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                        • Service as Accessory

                          We offer package deals to clients that include kit and crew as part of an all in price. It would simplify this if a Service could be added as an Accessory to a Product, such as adding an Audio Engineer to a PA hire package.

                          Thanks!

                          16 votes
                          vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                          • Bulk Edit Feature

                            It would be great to be able to bulk edit opportunities and resources by using checkboxes. Some potential uses would be
                            -Merging contacts by editing the organization assigned to an opportunity
                            -Re-assigning resource categories without exporting/importing
                            -Adding participants or contacts to pre-existing opportunities (for instance, a new project manager is to take over multiple events)
                            -"Mark as Invoiced" - as Quickbooks does not live update the status/balance of opportunities, everything currently has to be double entered
                            -Mark multiple opportunities as "dead" during accounts meetings

                            I am sure there are plenty of more uses, but it would be a great feature…

                            16 votes
                            vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                            • Allow adding stock level when creating new product

                              When you create a product it would be much more efficient to add stock levels in the same window than having to save the product, then open a new menu to add stock levels. It makes adding lots of inventory difficult and time consuming.

                              23 votes
                              vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                              • Find Asset button on the main Navbar

                                Add a Find Asset button on the main Navbar So if you are searching for multiple Assets you don't have to navigate back to the resources page everytime...

                                0 votes
                                vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                • We would like link Project / Opportunity costs with Xero

                                  All our Invoices and Reciepts are photographed and entered into Xero using reciept bank and apportioned to jobs within Xero. What I would love to happen is a copy of that cost (including the attachement) to be linked from Xero to the Opportunity or Project in Current so that costs can be managed more easily

                                  1 vote
                                  vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                  • Put the customer's telephone number on the front page of each opportunity

                                    Every day we have to click through to customer's records maybe dozens of times to see their phone number. It seems to me the only piece of blindingly obvious piece of information that's missing from the front page of an opportunity. I feel like it could easily be right next to the customers name under the title of the opportunity (see attached pic) and it would save us time every day:
                                    - In the planning of a job, we often have to call a client multiple times to arrange details.
                                    - A few days before the job, we plan our…

                                    7 votes
                                    vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                    • Can we create a Cubic Metre calculator (From the existing dimensions in Products)

                                      Can we create a Cubic Metre calculator (From the existing dimensions in Products- ) that would assist in knowing how many trucks to assign/quote for the Job.
                                      Currently you have a category for weight, could we add a Cubic Weight

                                      0 votes
                                      vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                      • Confirm/delete multiple crew bookings from booking sheet

                                        Afternoon, it would be useful to be able to book crew from their booking sheets rather than have to go into each individual job.

                                        1 vote
                                        vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                        • Temporary Serialised Containers

                                          It would be good if there were a way set a serialized container on the way back in from a job then that container goes back into stock and can just be rolled out the door and booked out

                                          For exmaple:

                                          We have double cases for large format screens, if we send
                                          Asset 1 and 2 in Case 1
                                          Asset 3 and 4 in Case 2

                                          But when it comes back off a job
                                          Asset 1 and 3 in Case 1
                                          Asset 2 and 4 in Case 2

                                          If I could tell current that those screens have moved cases, easily,…

                                          2 votes
                                          vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                          ← Previous 1 3 4 5 31 32
                                          • Don't see your idea?

                                          Feedback and Knowledge Base