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  1. Confirm resources from the resource planner

    The resource planner is great. It would be twice as good, if you could also confirm the allocated resources by perhaps right clicking fromt he same screen.
    When confirming freelancers for a few jobs at a time, it takes a while to go into each opportunity, go to services, go to confirm, select the right person to confirm....

    34 votes
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    • Highlight changes on a kit list

      We would like to be able to high light changes on a kit list. We find that jobs change right up to the time they leave the yard. When we change items on a previous kit list we would like to high light the changes on the new list. Currently the warehouse staff have to compare both lists side by side to see the changes. If the changes were high lighted in a different colour they would be easier to spot and save time

      22 votes
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      • Sub-rentals for multiple opportunities

        We often organise sub-rents from suppliers with equipment that gets split onto multiple jobs.

        For example, if I need 10 decks for 3 jobs over similar dates I would organise a sub-hire of 30 decks and not 3 subhires for 10 decks each.

        To aid understanding of how cross-hired kit is allocated to jobs it would be good for sub-rentals to be numbered. I could then create a kit list for a sub-rental and then allocate the kit to various jobs which would cover the shortfalls
        ....or....
        I could work the other way: When choosing a sub-rent supplier, I could…

        12 votes
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        • Create quarantines instantly within a returned opportunity

          I think it would be a great feature if current created a quarantine for an item instantly within an opportunity and not wait until you finalise the job to create the quarantine.

          We sometimes have jobs come back and have a few people checking equipment in and have a repair team that repair equipment so there are occasions where things are repaired before the opportunity has been finalised. The quarantine is then logged to a repaired bit of equipment.

          We could go into the job and check the item in as OK but we would still like the log of…

          22 votes
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          • Integration with delivery planning software (ie Routific)

            We would love it if delivery (and collection) info could automatically be passed to the cloud-based route-planning software we use (https://routific.com/).

            Any chance of this please??

            12 votes
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              1 comment  ·  Integrations  ·  Admin →
            • Reoccurring Opportunities

              Our business has weekly gigs on Wednesday and Thursday. Same time, same place, once a week. I personally think it would be a neat feature if during the creation of the opportunity, next to the time and date you were able to select "Weekly, Bi-Weekly, Monthly, etc. " I understand you can copy opportunities, yet you need to make 52 individual ones for the entire year, and change the date each time. Not sure if other businesses can benefit from such features but definitely would save 30 minutes a week. Thank you.

              7 votes
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              • Allow store transfers to be checked out and checked in

                We operate several offices and the current stock transfer situation is not so helpful as we need to be able to do the following. (suggestions are welcome)

                1. We need to be able to print a prep sheet for the transfer being a list of what is being transferred to the other store. We then need to be able to check that out as a whole not as lots of little bits and pieces.

                2. We need some manner of checking it in at the other end (assuming the freight company doesn't lose it along the way) which also creates…

                8 votes
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                • Containers as a resource

                  Is it possible to setup containers as a resource?

                  It would be great if you could do this and have weight, replacement charge etc... as for any other resource.

                  Could it also then mean that when you allocate kit to a container the system can then give you a complete container weight not just the contents.

                  I know that I could setup containers as a product and allocate them to a job, but this would only work if you know exactly which containers you are going to use and what kit you're going to put in it.

                  15 votes
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                  • Delete a product in the detail view

                    Possible to delete a Product in the detail view instead of going to order view and delete the Product from there and then go back to detail for compleeting the booking

                    29 votes
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                    • Sales tax integration with Avalara

                      There needs to be a better way to handle sales tax rates which vary over city or state lines. Native Avalara integration is the best available solution, both for ease of use and flexibility.

                      For countries such as the US, it is unfeasible to manually enter and keep track of individual city and county tax rates. In California alone there are 1,784 separate tax rates, each of which change at will. As it stands, if you do business in even a few counties in California, you have to manually enter and update dozens of tax rates. This is made more…

                      2 votes
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                      • Is it possible to see the day of the week in the quotations?

                        Is it possible to show the day of the week in the quotations? It would make it easier to see what day of the week an activity takes place. As an example;

                        2017/10/13 15:45 Could also show as 2017/10/13 15:45 Fri

                        Thank you

                        1 vote
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                        • Print / Send attachments (certificates) connected to assets on an Opportunity

                          It would be useful to attached certificates to an asset, such as LOLER, PAT, Test results, and be able to print them all from an opportunity - so that when a client needs these to go along with their hire, we can easily provide using CURRENT. Would help to align with regulations.

                          4 votes
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                            1 comment  ·  General  ·  Admin →
                          • Adding items to picking list

                            I would like a service where I can add items to a picking list and not have them appear in or affect my quote. I would like to use the picking list as a list for my warehouse crew which would include all cable being used, rigging equipment etc etc without it also appearing on the quote to my client.

                            5 votes
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                              It sounds like this is something that we could achieve with a document layout change.

                              Items on a document layouts can be hidden if they’re included in a particular group or based on other criteria, e.g. a custom field against the product as Jack mentions in the comments.

                              If you’re familiar with HTML & CSS, check out our document layouts guides to get started. If not, we can make these document layout changes for you. Contact us at help@current-rms.com and we’ll be happy to help.

                            • Multiple venues/dates for quoting tours

                              Hey guys,

                              I quote a lot of tours which obviously have multiple venues around the country. Sometimes these tours may go out for a week but then the truck may return for 2 weeks making the gear available for other shows.

                              For example we have a tour out at the moment that goes for 3 months but there is only about 28 shows, now to correctly manage the gear and when it is and isn't available I need to clone each show multiple times and add it to a project. This also make it difficult to show the price that…

                              5 votes
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                              • Allow the ability to 'Clone' and 'Copy' individual products/line items

                                Alongside cloning and copying 'groups', it would be very handy to be able to so the same with individual products in opportunities.

                                12 votes
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                                • Set an overal accessory limit when adding similar products from the same group

                                  I would like to limit accessories so that when I add a few products from the same product group it would put a cap. For example have 2 sledge hammers assigned as an accessory to a marquee. The problem is if I add multiple marquee products to a booking the system books about lots of hammers! This is mainly for site tools. We did use to have a site tool kit product setup but staff kept forgetting to add it to the opportunity! Also tool kits change depending on what’s in them. Whilst we are on the subject too, is…

                                  1 vote
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                                  • Approval links at Project Level

                                    Add ability to send approval link at the project level for documents that contain multiple opportunities.

                                    2 votes
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                                      0 comments  ·  Projects  ·  Admin →
                                    • First booking, first reserved

                                      I'd like the system to only highlight an equipment shortage on any order that is processed after all kit has already been allocated on previous orders; the shortage should only show on that (or any subsequent orders where more more equipment may be short). We don't want all orders showing a shortage . We'd rather have an internal discussion to decide if we could use alternative equipment or where the equipment should go to to make the best revenue. Hope that this makes sense. VOTE HERE!! :)

                                      1 vote
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                                      • Prepped colours

                                        Have job planner also display different colours for a prepped order, and a half/unfinished prepped order

                                        3 votes
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                                        • Automatic and Scheduled activities or tasks for orders

                                          There has been a few different alternatives suggested for this. However we would love to set up automated activities which you could set up in system settings. Filters and criteria's are built into Current already so you can set them for all orders or with a certain default group. To be able to follow up, set payment reminder, or rental agreement reminders or even a simple thank you email are all equally as important.

                                          26 votes
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