Customer Wishlist

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  1. Add a toggle that allows auto costs to follow chargeable days.

    We often use the 'chargeable days' feature to adjust the number of day rates clients are charged for equipment, but auto costing follows the opportunity dates, so we are constantly having to adjust cost days by hand. I'd love the ability to have the costs module follow the chargeable days by default.

    3 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for taking the time to post this. This is feedback we’ve received pretty consistently since we launched automatic costing, so we’re pleased to let you know we’ve made some changes:

    • When an opportunity has chargeable days turned on, we now set sub-rent cost chargeable days using the corresponding opportunity item chargeable days.
    • We’ll only change sub-rent cost chargeable days when the cost chargeable days matches the original item chargeable days, so that manually adjusted days are preserved.
    • When an opportunity has chargeable days turned off and pricing is locked, if you change the opportunity start or end dates then we won’t update the sub-rent cost chargeable days.
    • When an opportunity has chargeable days turned off and you’ve made changes to a sub-rent cost chargeable days, if you change the opportunity start and end date then we won’t update the sub-rent cost chargeable days.

    When sub-rent cost chargeable days are…

  2. 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  ·  Document layouts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Product Nick Names

    In the area we service we have many competing companies and many clients will take our quotes and pass them along to competing companies seeing if they can use the exact gear we quoted them and underbid us.

    I’d love an option for all our rental products to have a “nick name” section so when we send quotes out it doesn’t give exact equipment model details. For example we have “JBL PRX 612” but if we had a nick name section for that product we could put “powered speaker” and that would be what shows on the quote to our…

    0 votes
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    3 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →

    Alex is exactly right here – a custom field is a great way to display an alternative name for a product or service. It’s handy in cases like Dax mentions, but also for companies that operate in multiple languages.

    Check out our guide on adding custom fields to documents: Use custom fields in document layouts

    Don’t know HTML? Don’t worry! We’re here to help, email us at help@current-rms.com and we’ll get your custom fields plumbed-in to your docs.

  4. Do a deal % discount

    Loving the do a deal button but it would even more useful to have a percentage discount as well, instead of having to do it per group

    0 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Search organisations by postcode

    It would be useful to be able to search organisations by postcode. We have a lot of organisations with long or similar names, so when they phone up it would be a lot easier to enter their postcode into the search box

    0 votes
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    0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
  6. Highlight shortages on a job at quote stage

    A button, maybe opens up a smaller window like show picker which lists all the availability of the kit on the quote - this would be much quicker than going via the drop down on each individual item.

    Basically something that highlights potential shortages whilst the job is still at quote stage, avoiding problems later on when the kit is converted.

    3 votes
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    0 comments  ·  Availability  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

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

    Great news – this is something that you can do today! Use the discussion email address under Actions to CC or BCC correspondence into the Discussions section of an opportunity.

    Discussion email addresses are available on lots of screens, including opportunities, products, and organizations.

  8. Add Ease files as a file type option for attachments.

    Ease lets you map out what a room will sound like before you ever set foot in the room. I would like to share the .fc3 files that are generated by Ease so the techs know where speakers need to go and how the room is going to sound before they ever get on site.

    3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  9. Be able to have a negative line item

    I want to be able to capture discounts to my customers. I currently do this in quickbooks with an item called "customer discount" that is just a normal item. Quickbooks allows for items to be negative. So I'd like current to allow for a "revenue group" to be a negative number. Right now it has to be above 0. If a negative number was allowed. I create multiple discount items in a revenue group, that would then transfer over to a mapped item in quickbooks. I'm not sure how hard it is to just allow for negative numbers?

    1 vote
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    0 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →

    Fantastic news – this is something that you can do in Current RMS now.

    You can enter negative prices for sales items, great for deducting fixed amounts. Post your invoice to QuickBooks Online as normal.

    Remember to select a sale item or set your text item type to “sale”.

  10. Allow attachments created when building the job to still be attached to the job when invoices are issued

    Can you allow attachments created when building the job to still be attached to the job when Invoices are issued

    1 vote
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    0 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
  11. Organisations registration and VAT number

    It would be great if we will be able to put to the CURRENT registration and VAT numbers for our customers.

    In my opinion this data is necessary to put to the Contract Agreement and so one

    1 vote
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    0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →

    Across customer conversations, adding a tax number field is a really popular idea so we’ve added it as a standard field to Current.

    If you enter a tax number against an organization, it automatically pulls through to our default invoice documents.

    We’re not often asked about adding an organization registration number, so we’ve not acted on this just yet. If this is something that’s important to you, create another idea on our wishlist. Remember you could use the “Account Number” field here.

  12. 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
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Provide an option to show/hide individual items and groups from quotes & invoices

    Please can you add an option to show or hide individual items and groups on a quote or invoice which is being sent to a customer or downloaded as a PDF.

    e.g. I often want to show the LED Group and its contents but not the Power Group and its contents.

    OR

    On another quote I might want to show the LED Group and it's contents and only the Power Distro from the Cable Group rather than each individual power cable.

    Other rental software has an option to hide any item which is priced at £0.

    5 votes
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    2 comments  ·  Document layouts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Split services and crew transaction types on quotations

    Could we please have an option to split apart Services and Crew as separate transaction types.

    Currently on the quotes all crew and transport (as a service) are put together into one sub total, it would be great if this could be split to transport and crew separately as often it 'appears' that crew are very expensive as transport is included with this.

    It would be useful for the sub totals box to be able to have;
    Rental
    Sales
    Services
    Labour

    3 votes
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    0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →

    Sounds like this is something that could be done with a document layout change 🎉

    We could look to split totals by “service type”, so you could have subtotals for crew and transport on your customer-facing documents.

    Delve into the HTML in System Setup > Document Layouts or contact us at help@current-rms.com if you’d rather we took care of it!

  15. GDPR tools

    On the 25th May this year new EU rules will dictate how we keep peoples data.
    As we keep customer and supplier data in Current RMS are there any GDPR tools that can be added to Current RMS to help us manage these new rules?.

    2 votes
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  16. Show quarantine history on item page

    Show within an items page if the unit has been in quarantine, and provide a link to view the details.

    9 votes
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    2 comments  ·  Quarantine and servicing  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add tags to multiple items

    Often, we decide to add a new tag to the tag pool for various reasons. Currently, we have to open each product manually to do this, which not only takes quite some time, but leads to errors in entering the tags, which defeats the purpose. It would be great if we could have the ability to select a group of items, or select multiple items from different groups, and add the same tag to each one in one go.

    0 votes
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    0 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow 'cash customer' to be set to Yes by default.

    It would be useful to be able to set a default value on this field so that new customers are treated as cash or payment in advance until such time as a credit account has been setup.

    4 votes
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    0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
  19. Have a recent tab that shows the most recent worked on opportunities

    It would then display that most recent job drafts/quotes/orders that have been worked on and provide a quick way to navigate to them.

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  20. QR code per job

    It would be so super super helpful if we could be assigned a QR code per job on a returns label along with our address.

    123 lane
    town
    city
    postcode

    QR CODE

    it would be super helpful to have this available so that when customers send back small items in the post they could print out the label attach it to the parcel and then when it arrives back to us all we would need to do is scan the code and it will bring up straight away the job it is related too!

    - there is a similar function…

    5 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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