I suggest you ...

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?

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Ryan shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

17 comments

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  • Sean D commented  ·   ·  Flag as inappropriate

    This is a brilliant idea and would just make Current-RMS even more better than it already is..

    The advantages are:

    1. Incorporating a link from website to the custom (company logo branded system) for clients to log in

    - see all current hires at all projects. (Can have settings if different sites and different personnel) / set access limits

    - access invoices

    - contact detsils

    - Order number references

    - duration reports

    2. Request quotes

    3. Access to Delivery / Collection notes and POD signatures

    4. Upload PO, on-hire / Off-hire Request (notification sent to system and emails to let office team know),

    5. Custom pick everything / adjust equipment - they want and request lead-ins

    Submit the order to us/you

    6. If need be we make adjustments (and update client if needed)

    I see that in 2017 it was “planned” but nothing seems to happen and it’s quite high up on the votes and requests.

  • Marcus Wimmer commented  ·   ·  Flag as inappropriate

    also an idea, and maybe it works already…
    can i be a user of a different company they using current-rms too. so i could set them up as restricted user in my system or vis versa and both companys could work together without the need to pay an additional user, ause they are already paying admin user

  • Tom Lambert commented  ·   ·  Flag as inappropriate

    Or be able to put an order in regardless of stock, by creating an opportunity with delivery addresses, inputting products via a show picker just as we would input an order or opportunity.
    Then they can submit it to us as an order request and we can deal with shortages.

    We would then have the option of swapping products, turning equipment from other jobs over or buying more to solve any potential availability problems. It need to be as easy and straight forward as possible for the customer to use.

  • Marcus Wimmer commented  ·   ·  Flag as inappropriate

    yes it would be great.
    i got a lot of small "partner" companies and it would be amazing to see the stock availability for sub-rent items in my system, like a crosslink.
    no idea if it could be realized, but in a ideal world i type in an item and i see my stock and the stock and availability of the other "partner-companies" too...
    i know its written easy, but iam sure its hard to realize...

  • Robert Ott commented  ·   ·  Flag as inappropriate

    We would be looking for an "Add-on" or app where the renter could type in their information, reserve equipment and pay by charge card all online. In doing so the the organization and opportunity would automatically be created in RMS. It may or may not be possible but we are exploring options to streamline our rental service.

    Thank you.

  • Sound man Anonymous commented  ·   ·  Flag as inappropriate

    There are now several different subjects for this or very similar. Why don't these get merged into the one along with the votes as this is a very popular item.

  • AdminMichael McGovern (Product Specialist, Current RMS) commented  ·   ·  Flag as inappropriate

    Hey Matthew,

    Thanks for your comment. We work on all ideas on the wishlist based on how popular they are, so I don’t have an ETA for this idea just yet. You might be interested to learn that we have an open API that you can use to integrate Current RMS with your website. The API is a developer tool that provides read/write access to the information in your system, so you could hire a developer to help you create a customer portal if this is key functionality for you.

    To get started with the API, from your Current RMS system head to System Setup > Integrations > API. You can generate API keys and access documentation from thi screen.

    – Michael

  • Matthew Powell commented  ·   ·  Flag as inappropriate

    Really keen to find out when or if this may be started. This is probably the only thing holding us back from switching to current. We have a lot of clients that have packages with us and we would like to give them access to a client portal where they can book in those packages (bundles) and then have that come through to current. There are other companies already offering similar things like EzRentOut but they aren't as functional as Current appears to be now. I know for us, we would be happy to pay an additionally monthly fee just for the portal feature. We also have sister businesses that already use current and are keen to see this feature come about.

  • Dan Smith commented  ·   ·  Flag as inappropriate

    Love this idea,

    Personally I think a good way of having a customer portal would be:
    1. They pick everything they want
    2. Submit the order to us/you
    3. Current checks stock level for us and shows us availabilities
    4. If need be we make adjustments (and update client if needed)
    5. We/you then confirm the order with the client
    6. Order booked

    This way nothing get's double booked and us as suppliers still have full control over our products and services....
    Thoughts?

  • AdminMichael McGovern (Product Specialist, Current RMS) commented  ·   ·  Flag as inappropriate

    Hey all,

    Thanks for your comments. This is something we marked as planned just after Current RMS launched and it's something that we've got on the roadmap for Current in the long term.

    Right now we're prioritising ideas with the highest number of votes in order to make sure that we're delivering the best value for our customer base and treating all ideas fairly. You can see what we're working on by checking out our started ideas: http://help.current-rms.com/forums/257191-general/status/1296967

    We'd love to hear your thoughts on how a customer portal should work -- keep all comments coming and the team can take this feedback on board when looking to build this functionality in future.

    Best wishes,
    Michael

  • Shawn commented  ·   ·  Flag as inappropriate

    If there is an option for clients to see availability but not book there own stuff out would work great for us.

  • sean commented  ·   ·  Flag as inappropriate

    Also, the ability for a customer to log in and change their personal information (Address, phone, etc..) would be very useful.

    Thanks!

  • alex commented  ·   ·  Flag as inappropriate

    Can't wait for this feature - such a value adder and will surely make Current stand apart from the rest!

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