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  1. Allow for planned transfers between opportunities

    For example.

    We own twenty lights

    Ten lights are on job A. Job A ends on Monday, de-rigs on Tuesday and is back to the warehouse on Wednesday.

    All twenty lights are needed for Job B. Job B rigs on Tuesday...

    What we do in real life is this, the warehouse preps the ten remaining lights and sends them to site on Tuesday. We also get a courier or technician to transport the ten lights from Job A to the New Job at B...

    Current shows this as a BIG CLASH and for the whole of tuesday and wednesday we…

    670 votes
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    90 comments  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →

    Planned transfers between opportunities would be a great addition to Current. Your comments here are fantastic and really help us understand why you’d like to see this added to Current and how it could work – thanks!

    Across all of our customer channels, building a purchasing module is the most popular feature request so we prioritized this. Now we’ve got the first phase of purchasing released in beta, planned transfers is next up from the wishlist.

    Sorry to keep everyone waiting for so long – we’ve not forgotten that so many of you find this important. We’ll be back as soon as we’ve got more information to share.

  2. Providing the alternatives products as an option

    When you have confirmed an order you may not have a specific product available you may actually have a alternative product EG i dont have a 325kva but i can send a 500kva instead. i wish to be able to "select alterative product" and have a choice of keeping it the same rate.
    This is a critical asset for an equipment rental company

    498 votes
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    38 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    We’re investigating this for future development, thanks for the votes and comments!

    It’d be really interesting to hear everyone’s thoughts on how you’d envisage this feature working, as well as any common scenarios where you’d like to be able to select alternative products.

    Let us know in the comments – your feedback is really useful.

  3. Custom Reports

    A reporting framework that could have a series of pre made reports such as:

    - item history
    - revenue/profit per item
    - top performing customers
    - average hire values

    And then some form of syntax/sql to allow for us to create our own custom reports from the data available. Sirportly (www.sirportly.com) does this really nicely.

    475 votes
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    49 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for taking the time to comment and vote on this idea. Hearing about the kind of reports you’d like to be able to pull is really useful; we’ve been able to add a few popular reports, like the stock transactions report and the opportunity sub-rents report, based on your feedback.

    Right now lots of you are using custom views for reporting. They’re a great way of seeing and sorting the data in Current, and we’re working on some improvements to them that should address this idea directly.

    At the moment, custom views can be created in one module and can display and filter data that’s within that module. We’re strengthening custom views so that in future you’ll be able to access data from related modules.

    For example, from an opportunity custom view you’ll be able to access organization or opportunity item attributes. This should allow you to build some…

  4. Testing/Maintenance

    I am not sure if I have missed a component here that is already in the software however I would like to see integration (maybe linked into the Quarantine section) for testing and maintenance of equipment. Currently, I add custom fields for PAT/LOLER testing to each stock level which works up to a point. However, what would be advantageous, would be a maintenance area - similar to quarantine - where all this is logged alongside each stock asset, and you get popup notifications via the Dashboard and email notifications 1 week prior to a test due date or similar. And…

    430 votes
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    45 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →

    Testing and maintenance has been on our roadmap for some time and we know how important it is to rental businesses.

    As well as being popular on our wishlist, it’s really popular across our customer channels so it’s something that we’re making a priority this year.

    We’d love to hear your thoughts on what you’d like from a testing module and how you’d like it to work. Please do keep commenting – it’s really useful for us!

    I’ll post back as soon as I’ve any news to share. We’re excited to start work on this in due time.

    Remember you can use custom fields to store testing information against your stock levels in Current and even pull through this information to opportunity documents. We’ve put together a guide that runs through how this works, check out: Record PAT or other equipment test results

  5. Services Module addon that allows contractors to accept or deny work

    The services module is great. Using it for all jobs now. Only thing that would be nice is a electronic way to confirm contractors on jobs. Similar to the online quote accept. You send them a link, they click yes or no and then it gets the appropriate status after that. Also the iCal feeds for each contractor/employee show up the events even if they aren't confirmed. Would be good if it didn't go in there iCal feed till they are confirmed onto the job.

    392 votes
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    27 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks everyone for taking the time to comment here, there’s so much useful feedback.

    Extending the services module in Current is something that we’re keen on for the future. We’re continuing with our planning for this feature and we’ll post back as soon as we have more to share.

  6. G Suite integration

    Integration with Google Apps. Contacts Sync, documents in Drive, calendar sync and email widget.

    372 votes
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    27 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    This idea has really started picking up votes lately – thanks all. We’re not ready to act on this just yet, but we are watching it closely 👀

    In the meantime, it’d be great to get your thoughts on how this should work. How would you envisage the integration working? Which G Suite apps would be the most useful to integrate with?

  7. Version numbers on quotes and revert to previous version

    I’d really like to see version numbers appear on updated quotes. This helps the customer when they’ve amended several times. When discussing they can state the version number such as quote #123 version 2. Or quote #123.2, #123.3 etc.
    This is standard on a lot of other platforms and is very helpful during negotiation prior to confirmation.
    It would also be useful to revert an order to a quote. As people change their minds a lot.
    :)

    371 votes
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    22 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the suggestion, we’ll keep an eye on the number of votes on this one.

    One thing that might help in the meantime is customizing your document layouts to include a date stamp. You can use this as a point of reference when dealing with different revisions.

    To add a date stamp, the Liquid you’ll need is {% 'now' %}. Use date filters to change how the date is formatted.

    We provide a free service to make changes to documents, so if you need help with this then just let us know at help@current-rms.com.

  8. Checking in/out on iPhone with an app

    iPad or iPhone application for checking in and out equipment on the road.

    356 votes
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    37 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  9. Customisable Dashboard

    Custom Dashboard

    356 votes
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    60 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →

    We don’t have any update to share just yet, but we’ve not forgotten about this. Thank you to everyone for taking the time to chime in here.

    Hearing the kinds of ways that you’d like to customize the dashboard is really helpful. Please keep letting us know in the comments. We always review the comments when looking to start work on an idea.

    We recently added last month’s order value to the dashboard so you can see how you’re doing compared to last month.

    It’s also worth remembering that you can turn off the sales pipeline, along with other order values, by setting “Can see order values” to NO against a particular role. Check out: Restrict access to parts of the system using roles

  10. Online STORE - Rental Shopping Cart - for customers to initiate orders

    We are desperate to see development of a way for our customers to initiate their gear hire orders and requests online.

    This could be on our own web site or perhaps more easily managed as a subdomain of our site hosted via current RMS.

    It would seem crazy to have to develop this via an external system like Magento via the newly available API when 90% of it would be reinventing the wheel with data etc already in current.

    We spend a lot of time on the phone and back and forth via email entering clients rental orders in to…

    339 votes
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    15 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    An online store based out of Current RMS would be really cool!

    As folk have mentioned, the API is a fantastic way to develop integrations between Current and your website, or even other third-party solutions. We’ve had a few customers let us know they’ve done this and we’ve showcased some on our blog

    Learn more about the API: What is the Current RMS API?

    We’re not ready to start work on our own webshop integration just yet, but it’d be useful to know more about how you’d like it to work. Would people prefer an integration with a third party solution like Shopify or Squarespace or something standalone? Let us know your thoughts in the comments.

  11. Zapier integration

    Zapier integration, so Current-RMS can communicate with thousands of other web apps like Gmail, Google Contacts, many CRMs and much much more

    327 votes
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    24 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks all for taking the time to vote and comment on this, much appreciated.

    We’re now testing webhooks for our API, which should excite our developer community! Webhooks are a way of pushing data out of our API, so that it can let you know that something has changed in Current.

    Zapier lets you create zaps using webhooks as triggers, so if you’re a developer or technically minded then you could set up an integration with Zapier right now.

    If you’d like to use webhooks with Current, contact us at help@current-rms.com and we’ll be happy to give you further information.

    Once webhooks are ready for primetime, we can investigate a more formal integration with Zapier. In the meantime, we’d be really keen to hear what kind of workflows you have in mind for Zapier. What kind of triggers and actions would be useful to your business?

  12. Purchasing/supplier Module that issues PO’s for sub-rentals

    OK....

    This isn't too easy to explain but I shall give it ago!

    This would be in Opportunity window, in the same way Invoices, Attachments and Discussions area.

    To each Opportunity, you would enter any suppliers. The supplier could either be a Contact or Organisation.

    In a similar way to the way you add additional telephone numbers/emails under Contacts, you would enter the price, which may have different classes. For example a Trucking company may be "Services as Quoted", where as a Crew member may be "Per day", "Travel", "Per Diems" etc.

    You would also have start/finish time etc as…

    310 votes
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    51 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

    Work on purchasing is going really well and we’ve launched a beta program that gives you the ability to create and manage purchase orders in Current RMS today.

    “Beta” means that we’re actively working on new features and we’ll be enhancing it over the coming months. Rest assured – it’s been through the same rigorous testing as all of our other features, so it’s stable and ready to rely on.

    When you join our beta program, you’ll have access to some key purchasing functionality ahead of general release. In exchange, we’d like to hear your thoughts on how it works and what we’re planning in future.

    Ready to join the purchasing beta program? Get stated with our guide: Purchasing beta

  13. Send discussion emails through own email server

    Ability To Email PDF Quote Through Own Email Servers

    280 votes
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    15 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.

  14. Stock check

    Usually we have 2 weeks in August where the majority of our stock is back. We want to do a stock check, literally by going to each shelf or area, area scan each item's bar code and print a report of all items that have not been scanned so we can try and find them or update our actual stock accordingly.

    245 votes
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    21 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  15. Process credit cards within Current

    Would be convenient to run credit card payments in Current so the payment details are automated.

    237 votes
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    33 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    Lots of folk are mentioning Stripe in the comments here. If we were to look at payment processing, would this be the preferred integration solution? Are there any others that haven’t been mentioned that we should check out?

    Remember that if you integrate with Xero or QuickBooks Online, these solutions integrate with a bunch of payment providers so you can post invoices across and process payments there.

    If you’re a developer or happy to work with a third party developer, we have an open API that’s included as part of your subscription. You can use the API to integrate Current with third party solutions, so may be able to develop an integration with a payment processor. Check out: What is the Current RMS API?

  16. Complete By Item rather than by Job

    At the moment Current requires we scan a product into the building ("Check-In")

    Then everything gets de-prepped and tested on the bench before having to be returned to stock altogether ("Completed")

    Check In ---> Complete

    Our issue is that jobs are often de-prepped piecemeal rather than altogether, usually for reasons of demand and Prep really needs to know exactly where a piece of kit is and how far through the system it is.

    I would like to see a system that meant we could complete each item individually rather than being forced to do it by job.

    Check In Item…

    211 votes
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    13 comments  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the suggestion, we’re keeping an eye on the number of votes :)

    I understand that this idea is about allowing you to complete (finalize check-in) items individually once they’ve been checked-in, but just to clarify for anyone who might not know:

    When you finalize check-in, everything with the status ‘Checked in’ is marked as ‘Completed’ and will be returned to availability or moved to the quarantine based on the “Return at” date you specify on the finalize check-in screen (plus any post-rent unavailability on the product).

    To have some items return to availability before others, you can check-in just the items you want to return and then finalize check-in. Choose the date you’d like them to return at on the finalize check-in screen. Any items that are still reserved, allocated, prepped, or booked out will remain on rent on that opportunity.

  17. Warehouse mode

    We have a busy office, and a busy warehouse. It would be great for the warehouse team to be "sent" jobs that can be marked within the system as "ready to prep". Ideally they would see a full screen version of the detailed resource view, this would enable them to prep items quickly by glancing at the screen to see what needed prepping, the scanning items directly into the system.
    The warehouse doesn't need to be picking their way through lists of activities and discussions to find their way to the "kit list".

    186 votes
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    5 comments  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks to everyone for taking the time to vote and comment here, we appreciate the feedback :)

    Just a quick update: we’ve added some new role options that you might find useful. You can now choose which functions on the opportunity detail view your team members can access, meaning your warehouse team won’t need permission to edit an opportunity to prep kit.

    Creating a custom view in Opportunities is a great way of getting a list of jobs for the warehouse team. Use the “waiting for prep” filter to include jobs that need your team’s attention.

    To get started, see: Custom views. Need a hand setting this up? Contact us at help@current-rms.com and we’ll be happy to help.

  18. One company, multiple storage locations stock on the same opportunity

    Essentially as a business we have multiple locations set up for our multiple stores around London. Specific items are stored in specific stores, meaning when we create a job the equipment count is never accurate as it only references the equipment from the store we make the job in. Id like a way of making current tell me a total stock (across all the stores) let me book and allocate from all the stores but tell me I need to move things around.

    175 votes
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    26 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  19. Customer portal

    An online portal where your customers can log in, check availability then book items. For example client A who hires a small speaker and radio mic regularly would like to book it in on the 28th. They log in, check availability, book it then we get a job generated?

    164 votes
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    under consideration  ·  17 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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…

    157 votes
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    18 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
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