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  1. 24 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

      39 votes
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      • Easy document layout modification

        It would be great to have an interface to modify the layout of documents, not just coding. I'd love to be able to see the modification LIVE to the document. Right now you have to change a line, go check if it good, then correct it. I'm talking about a split screen mode where the code is on the left side and the result is on the right side. You know like those HTML program there was before.

        1 vote
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        • Sign Out Sheet

          We have always, as a courtesy, given our clients a "sign out sheet" for them to manage their process of checking out and checking in certain items, say radios. All thats needed is a few more fields to the same layout as the something like the packing or delivery lists (Item, Asset Number, Name, Check Out, Check In). It gives them one less item to prepare/manage and can easily be done based on existing documents.

          1 vote
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          • A consolidated picking list that groups all of the items from all of the jobs of that day. (or week, or month)

            A consolidated picking list that groups all of the items from all of the jobs of that day. (or week, or month). We can then filter it by product group, which we as a company are looking at specific departments who manage products groups. This will give them a snapshot of whats coming up.

            2 votes
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            • 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.

              6 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.

              • Group Description formatting & template like the new discussions

                Love the new formatting and template for discussions.

                Is it possible to incorporate this same formatting tools and templates for group descriptions in opportunities. (That can be found under edit opportunity Item)

                This would enable us to create well presented quotations and proposals with formatted text and also be able to select pre defined descriptions.

                3 votes
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                • Customizable user views

                  I'd like to be able to create customized displays for my desktop, orders and other reports so that I can limit the amount sensitive information that is available on screen, such as pricing and order totals. I'd prefer to do this without having to create a new user or globally edit my user settings.

                  1 vote
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                  • Create a document showing all crew are booked for all jobs

                    Hi - it would be really useful to see (all at once) which crew are booked on all jobs? I'm using the attached at the moment but need to simplify thanks.

                    1 vote
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                    • Exclude accessories in final Invoices

                      We produce allot of Kits that would contain anything from 2 - 15 accessory items as part of the main product/service being rented and possibly over 30 non costs accessory items on one invoice.

                      For us It is not a requirement for these accessories to be shown on the final invoice as they carry no cost and our customers dont need to see the full breakdown.

                      Could an action be included in the Invoices to exclude accessory items?

                      5 votes
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                        Thanks for posting this idea! We’ll keep an eye on the votes on this.

                        It’s worth noting that if you’ve set up assets as serialized components in a serialized container (rather than as accessories), then these aren’t added to the itemized invoice view and won’t be posted as line items to Xero or QuickBooks Online.

                      • Add opportunity attachments to document layouts

                        It would be fantastic to have the option to attachment images to an opportunity that could then be added to a document layout such a quotation or run sheet. This way we could put site photos or event CAD designs into the quote rather than send them as an attachment.

                        From a sales point this would enchance our proposals and from a logistics point the run sheets we send our suppliers would be much more detailed with site photos.

                        14 votes
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                        • Allow selected opportunity groups to be ommited from documents

                          We always book out products etc that are not necessarily going to be left at the job (spares, cables etc) and therefore do not want these shown on the hire agreement/quote. I can remove single items from the documents using a custom field however for large jobs, clicking this option for each item is very time consuming! Would be great if I could put all spares/cables in on group and select "Omit from documents" on this group.

                          Would also be handy if these omitted groups didn't follow through to the invoice as this always results in very long invoices or…

                          27 votes
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                          • Different layout views for pick lists / jobs

                            I have been creating opportunities for festival jobs this summer, where we have for example 5 stages. i have been making groups within the order for each stage: Stage 1, Stage 2....etc. all the kit of all categories is then listed under that heading, so the client can see what kit is for which stage easily. it would be great to have some kind of toggle button to change the layout automatically to ignore the groups i have put in and snap back to listing by the category the equipment e.g Moving Heads, Control, Cable. that way the pick list…

                            1 vote
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                            • Printing off barcode labels for all products at once

                              It would be useful to have a way of printing off all barcode labels at once, maybe a 'report' which amalgamates all records and can be used to print them using the template. When using sheets of labels, the template alway puts them top left, which is very wasteful when printing labels for an asset with only a few in stock

                              55 votes
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                              • Print all the delivery notes for a day

                                Rather than having to go into each job individually to print delivery notes, we'd like an option to print them all for a particular day please

                                17 votes
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                                  You can’t bulk print documents in Current at the moment, but the team will keep an eye on the number of supporters this idea has.

                                  To get a handy view of all deliveries going out to the day, click or tap on the numbers on the blue tiles to get a list:

                                  You could also create a custom view to get a list of deliveries going out today, this week, this month, or any time period you choose. See: See and sort your data using custom views

                                • Picking list for remainder of items not yet prepped.

                                  Sometimes we have gear turning over from another show so we are only able to pick part of an order and are forced to save the remainder of the prep for the next day or right before we load a truck. Would be nice to mark items prepped and be able to print off a list of the remaining items that still need to be prepped.

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

                                    You can access the status of an asset in your document layouts using {{ asset.status_name }}, which makes it possible to determine whether an item is allocated, prepared, issued etc. This means that you could use a bit of logic to pull through only assets with a particular status, so a picking list could be created that shows only assets that are Reserved (i.e. not prepared).

                                    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.

                                  • Group description - text formatting and pictures

                                    It would be useful to have text formatting options and the ability to add pictures to group descriptions (under edit opportunity group)

                                    Also the ability to save and recall frequently used descriptions.

                                    This would help with putting together quotes and proposals.

                                    9 votes
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                                      You can use the Markdown filter on any output liquid syntax in your document layouts to format your text. Markdown lets you format things using easy-to-read plain text. For example, if you put a markdown filter on your item description, e.g. {{ item.description | markdown }}, you can type in bold, italics, and even add images hosted on the internet.

                                      This page runs through how to use Markdown in a little more detail: https://daringfireball.net/projects/markdown/syntax

                                      If you’d like a hand modifying your layouts to incorporate Markdown, just let us know and we’ll be happy to help.

                                    • Allow customers to view and share customized document layouts and barcodes

                                      Give Current customers a place where they can share customized document layouts and barcode templates in addition to the basics provided.

                                      1 vote
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                                      • Online approval link into PDF documents

                                        Ability to add approval link into a downloaded PDF quote, for when emailing a quote in direct reply to customers

                                        3 votes
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                                        • Colate surcharges at the end of quote

                                          Display a breakdown of the surcharges at the end of the quotation, rather than line by line. We use surcharges for damage waivers, but lots of customers are confused what it is on the quote. It would be much better just to show one line at the end of the quotation to show the Damage Waiver Total

                                          6 votes
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                                            Depending on your requirements, this is something that could be resolved with a modification to your doucment layouts

                                            The item.surcharge object contains information about the surcharges applied to an opportunity item. The different surcharges for each item can be collated and stored in a variable which could then be displayed at the bottom of the document.

                                            If you’re familiar with HTML and our Liquid syntax, head to the Opportunity Item Surcharge Object guide to learn more. If not, drop me a message at help@current-rms.com and I’ll be happy to help implement this for you.

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