Customer Wishlist

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  1. Opportunity Costs Template

    As most times the subjects and suppliers and descriptions are always the same with slight variations in the actual costs, it would be great to have a button next to the Add a new opportunity costs button called Create from costs template. Having these templates will save tons of time rather than inputting each cost manually.

    32 votes
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    • Bulk Editing Services Within an Opportunity

      It would be very useful to be able to bulk edit the dates and chargeable days on services after they have been added to an opportunity.

      Currently, if the dates a service is needed change, the only options are to edit each line item separately or delete the line items and re-add them with the new dates.

      A great feature would be tick-boxes to select a number of services and set new start dates, end dates and chargeable days. On opportunities with multiple services, this would save a lot of editing time.

      I have attached a file for how I…

      24 votes
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      • 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…

        24 votes
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        • Customise the Sales Pipeline

          Customise the Sales Pipeline information on the main Dashboard.

          I have a slight issue with all employees being able to see the Order Value Total on the main dashboard.

          We had tech from another firm open up on the main dashboard where we could see the total value for that company for that month.

          I would like the option to have the toggle switch so that the total order value can be hidden for employees that don't require this information.

          7 votes
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            1 comment  ·  Dashboard  ·  Admin →
          • Number order in Products List

            The number order appears in the products list a little confusing to us, for example our inventory would have the below and we would want it to appear in length order as shown;

            1m 16a Cable
            2m 16a Cable
            3m 16a Cable
            5m 16a Cable
            10m 16a Cable
            15m 16a Cable
            20m 16a Cable
            30m 16a Cable

            However is reality it lists as

            10m 16a Cable
            1m 16a Cable
            20m 16a Cable
            2m 16a Cable
            30m 16a Cable
            3m 16a Cable
            5m 16a Cable

            Can it be changed to order by length correctly?
            Thanks!

            2 votes
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            • See only products that have stock levels in the chosen store

              when i change my store, i would love to see just the items in this sore. not all items in my company. it would makes it easy to see quickly whats in the store.
              My background for this is that i use the stores like storage places for my different bands to see whats in their equipment storage for a tour/longterm use (even if its not booked at the moment but stays there for having it available if needed)

              4 votes
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              • 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…

                52 votes
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                • Create quarantine invoices when checking-in

                  When you check a job back in with missing or broken items you have the option of current automatically charging the replacement value of the missing and broken items and reducing stock levels.

                  7 votes
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                  • Integrate with Signable

                    Rather than just Adobe (expensive) would it be possible to integrate with Signable?
                    The new signature function is great for delivery notes etc. and much appreciated. Legally binding signatures for Ts&Cs are fundamental.
                    A couple of comments in the completed wishlist post re Adobe have also requested an integration with Signable.

                    6 votes
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                    • 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

                      16 votes
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                      • Add "Sub-Rent" to stock type when creating a new product.

                        This would allow an item that is always rented through an outside vendor to have a place in your own inventory without messing up your current stock levels or showing that you have that in the system when you don't. This would really just remove the step of having to go into the item within your opportunity and change it to sub-rent.

                        7 votes
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                        • Show kit availability without having to click "View Accessories"

                          Please can you make it so that when an item has a mandatory accessory that it shows the "kit availability" (i.e. the number in purple) by default, without having to click "show accessories".

                          It's a small but very necessary extension of this: http://wishlist.current-rms.com/forums/257191-customer-wishlist/suggestions/17417008-availability-of-a-parent-item-in-picker-reflects-c

                          9 votes
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                          • Set hours of operations

                            is there a way to set operational hours and individual hours for bookable resources without making a new activity every single day? Like setting operational hours for the store so you only see 9-5 or whatever those hours are. Or setting individual availability for bookable resources like student employees? this would be very helpful.

                            6 votes
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                            • 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

                              11 votes
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                              • PayPal Credit Card Processing

                                I would love to be able to process payment within the Current RMS when an invoice has been sent to a customer. Our old system allowed for PayPal integration, we would love to continue using our existing process without having to create a payment button everytime we send an invoice for customers that wish to pay with Credit cards.

                                9 votes
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                                • Set special rates for services

                                  We have set prices for Delivery & Collection charges based on miles from the warehouse, however we also have some clients who are on special rates for these Services. It would be very handy and a lot easier to manage if you could set a special price against an Organisation for any Service in the same way you can against Items so that as soon as the Service is selected their special rate is brought in.
                                  At the moment any special rates have to be as another Service and Users then have to remember who is entitled to the special…

                                  10 votes
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                                  • Check items back into a different store

                                    It would be great if we could Check items out of one store, and then Check them back into another store, on Mass.

                                    If you have Multiple warehouses, and stock moving out on jobs and then returning to different warehouses, this would make life easier.

                                    8 votes
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                                    • 5 votes
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                                        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

                                      • 4 votes
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                                        • Auto summarize the rental charge packages and containers

                                          Wouldn't it be very handy if i create a container or a package/kit i just need to hit a button to summarize all the single items if they set to charge for getting an overall packageprice?
                                          And very important: an update button for this funktion, if i change/expand the package to recalculate this.
                                          I need to calculate every created package by hand from scratch, by now.

                                          1 vote
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