Set custom alerts to pop up
Alert notes or prompts to pop up when entering different modules of Current. When opening an opportunity, if an important note or a FYI is required for techs, a prompt/pop up alert will appear. Should be able to specify what can trigger the prompts. such as attaching a prompt to people clicking on detail view or when clicking on a specific product.
Whilst prepping a job, the owner has added more items to the list, without the guys prepping realising. would it be possible for the system to notify anyone prepping kit that a job has been updated, if the items list has been updated once items have started being prepped/allocated etc.
I wish for an alert tone when using Current-RMS within the browser. Whenever a customer replies to a quote.
Nick Macfie commented
The ability to setup email or message notifications to certain users within an organisation when an opportunity changes status would be very useful - that way different departments would know when a job has confirmed / cancelled etc.
EG. Operations or Warehouse receiving an email notification once a job has been confirmed or cancelled, or accounts dept once a job is complete and ready for invoice...
Its be really great if when booking out equipment via the opportunity tab, if when selecting the organisation, it flagged up if they have previously returned late, or not paid on time etc. Due to the nature of our rentals, this would be extremely helpful.
N. Taylor commented
It would be nice to have a column on the side of the screen or a pop-up alert that notifies the user of a contact's birthday or special anniversary listed in a custom field.
Maddie Toole commented
Similar to how the notifications of low stock levels appear on the right hand side of the screen when allocating an item to an opportunity - it would be most useful if we could make our own custom reminders / notifications that pop up when allocating certain products.
i.e When allocating product 'Lamp' to an Opportunity, a notification pops up saying 'Do not forget to allocate suitable Light Bulb.' Or when allocating product '8M Wire' to an Opportunity, a notification pops up saying 'Double check correct length selected'.
Notifications / Reminders could also be implemented for other things; such as when creating a new Opportunity, amending a Product and so on.