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  1. Able to pick font for the output files (quotes, orders,Invoices)

    Able to choose a font in the layout (invoices, orders, quotes-PDF)

    1 vote
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      1 comment  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
    • Link a discussion to an opportunity

      Each discussion will be for a specific subject and more likely than not it will be for an opportunity - as a current running and future project.

      At the moment we can add to the discussion: users, contacts, organisation, vehicle and venue; my suggestion is to be able to add an opportunity (*which to create a link, an interactive notification on the opportunity tab itself - when you open the opportunity to see that there is a discussion for it).

      If we use the opportunity number as a subject for the discussion; while working on an opportunity and we have…

      3 votes
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        0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
      • 1 vote
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          0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
        • Have Discussions show the full email chain

          I can see all the correspondence just fine but when our clients get an email from Current, they can only see the most recent message. Would be good to show the full correspondence of that conversation to our clients.

          2 votes
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            0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
          • Choose which contacts email address you want to send a discussion to

            If a person as a home and work email have the ability to choose which one it is sent too

            13 votes
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              2 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
            • Out of the office message

              Hi all,

              the holiday season is getting closer and I was looking for an out of the office option or direct message to clients but couldn't find one.
              It would be great to have it, to notify the clients.

              Regards

              11 votes
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                3 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
              • Automated emails

                I would be good if we could have auto emails in current so my clients could get an update say 1 month before the event just with a confirmation document the same again 1 week before etc.

                Would love to see a custom email section where we can input what ever we want & have a setting on there to send it automatically so many days before the event etc?

                106 votes
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                  17 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
                • Instantly add an opportunities 'participants' to a new discussion

                  A simple one really. It would be handy if I was able to start a new discussion in an opportunity and all the 'participants' in that opportunity were instantly added to the list of participants to be included in the new discussion (similar i suppose to the 'reply all' option offered by most email providers). It would be much quicker to delete those you wish not to involve than it would be to manually add each individually, especially if there are to be many recipients. This would also encourage users to add new contacts, etc, to the opportunity's list of…

                  12 votes
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                    1 comment  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
                  • Edit the sender name in discussions

                    When I send an e-mail to an Organisation thru Disussions my e-mail is shown in this format: FirstName LastName (Current). I would like the possibillity to change this to: FirstName LastName (MyOraganisation) in order to make it clear for the receiver that the e-mail is comming from MyOrganisation and not from Current. They expect e-mail form MyOrganisation and may never have heard of Current,

                    14 votes
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                      2 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
                    • Send discussion emails through own email server

                      Ability To Email PDF Quote Through Own Email Servers

                      271 votes
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                        14 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →

                        Just a quick update on this one to say thanks for all the votes and comments – we’re watching this one closely.

                        Keep in mind that you can use the “Discussion email address” on an opportunity to CC or BCC messages into the Discussions section of an opportunity. This is great if you’d like to send correspondence from your existing email app but wish to record a copy in Current for your reference. You’ll find a link to the email address under Actions.

                      • Populate discussions by adding a CC email address.

                        For times when the Discussion module isn't appropriate, It would be great to be able to CC my opportunity into my standard email so that the crew can still see my correspondence.

                        3 votes
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                          0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
                        • Discussion templates able to be ordered in the list

                          Discussion templates are ordered by default from the date they are adding, would be good to be able to change this order or select the ones you want to be able to see per user

                          1 vote
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                            0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
                          • Add an urgent/high priority flag to discussions

                            Add an urgent/high priority flag to discussions, and/or posts in discussions

                            1 vote
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                              0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add an "Attachment" button to Discussion Templates

                              It would be great to have the option to add attachments to discussion templates.

                              Personally, I usually need to send new clients multiple forms to fill out in order to proceed with a rental order. It would be handy to have the option of attaching the forms to the template so that I can simply click on the appropriate template and send the forms in the rental quote discussion.

                              :]

                              4 votes
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                                0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
                              • Simplify the discussion email template

                                Getting a few unhappy customers with the discussion template looking quite over complicated and repetitive, cluttering up the dialogue. Ive attached a screenshot and I have to agree with them. Keen to hear if this can be super simplified.

                                [Admin note: Screenshot removed to protect customer privacy]

                                1 vote
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                                  0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →

                                  Interesting feedback here – keen to hear what folks would like to change in particular.

                                  The Current RMS application sends thousands of discussion emails per day on behalf of all of our customers. We’ve a really good reputation as a trusted sender, which makes sure that emails sent from us hit your customers’ inboxes.

                                  To protect our trusted sender reputation, we must provide tools in emails sent from Current to let people know where the email came from and how they can stop receiving further emails. We include some text at the bottom of the email in gray to do just this.

                                  You can customize the rest of the message in System Setup > Discussion Templates to add your own branding, like your signature or standard text.

                                  See: Customize and brand email templates used for discussions

                                  You can even get advanced with HTML & CSS to create highly bespoke templates…

                                • Link document layouts to discussion templates

                                  It would be very useful to link a document layout to a discussion template.

                                  For example, when I print a quotation report, I then click “create discussion” I would then be taken straight to the quotation discussion template

                                  1 vote
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                                    0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Schedule discussions

                                    I'm often working at stupid hours (10mins past midnight right now!) I'd like to be able to schedule a new discussion or a reply so it sends at a set time - e.g. if I raise an invoice or a quote now then my customer would receive it at 8.30 in the morning.

                                    3 votes
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                                      1 comment  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Give us a back button in 'View all discussions'

                                      In 'view all discussion' in both projects and opportunities there is no easy way out of the page without choosing a menu item or using the browser back button. A back arrow up to the project/opportunity would be helpful.

                                      3 votes
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                                        0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Make a cue list for low importance discussions so that they are not lost once the conversation is read

                                        We are constantly getting jobs coming across from the sales people and the way we deal with it is one conversation at a time. The issue with this is that once you click into a conversation then you have to do it there and then otherwise it disappears from the 'Unread conversations' list.
                                        We were thinking it would be good to have a kind of cue bar where you could put jobs that weren't of massive importance and urgency to be dealt with later without them being forgotten about. Is this possible?

                                        1 vote
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                                          0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Discussions on a stock level page

                                          Resources have a discussions module, but not a specific asset of a resource. in the photo attached i feel there should be a discussion module added.

                                          reason being, I have a moving head that has damages to be noted but is still functional and rentable until repaired. making a quarantaine to note the specific unit takes it out of available resources.

                                          so easiest would be having a discussion module added in the photo attached, or a category of quarantine that makes a quarantaine report but still lets us rent the fixture.

                                          3 votes
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                                            0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
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