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  1. tags search calendar

    I'd really like to be able to search for tags in the calendar screen as well as the activities screen. it would be incredibly helpful.
    thanks

    1 vote
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      0 comments  ·  Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →
    • Automatic and Scheduled activities or tasks for orders

      There has been a few different alternatives suggested for this. However we would love to set up automated activities which you could set up in system settings. Filters and criteria's are built into Current already so you can set them for all orders or with a certain default group. To be able to follow up, set payment reminder, or rental agreement reminders or even a simple thank you email are all equally as important.

      55 votes
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        6 comments  ·  Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →
      • Calendar Improvements

        The integration of the Resource Planner and Activities Calendar is great and being able to add more than one person to an Activity and have the ability to show it in the Resource Planner is very handy for us. However there are a few improvements that I think would be welcomed:
        1: Ability to schedule reoccurring appointments - e.g. we have a weekly managers meeting and have to put each one in separately but it always happens at the same time/day every week. Having the ability to auto schedule this forever/until specified date would be great. Keeping all Participants in…

        90 votes
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          16 comments  ·  Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →
        • Clone an activity, or make a recurring activity

          I'd find it helpful to be able to schedule a weekly meeting without having to enter a whole lot of the same details each time.

          126 votes
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            19 comments  ·  Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →
          • Improve the calendars so that there is one calendar in the dashboard that defaults to a traditional month view

            It would be nice to have a "Current Calendar" as a central base in the Dashboard or somewhere that shows everything, with filters as needed. It should also look more like a traditional wall calendar. The Job Planner is very awkward in that it defaults to looking forward only, and shows only Orders. We are constantly re-setting it. Also appointments should be in the same calendar.

            14 votes
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              0 comments  ·  Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →
            • Complete or “check off” an activity with one click from the main activities screen

              I would use the activities if it were possible to complete or "Check off" an activity with one click from the main activities and Calendar pages without having to open each task. It would also be EXTREMELY HELPFUL to see activities/tasks via iPhone/android app. Integration with a 3rd party task manager like "asana" may be another solution.

              22 votes
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                3 comments  ·  Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →
              • Emails for activity reminders

                Maybe it's already implemented, but email notifications if a task needs completing.

                62 votes
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                  4 comments  ·  Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →

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

                  Don’t forget the daily summary email contains a handy reminder of any activities due today. Turn it on by heading to your user profile and toggling daily summary email to YES.

                • Add activities to multiple organisations at the same time

                  I feel it would be really useful to be able to add activities to multiple organisations/ contacts at the same time.

                  For example I have filtered my people and organisations section to include just organisations (we send all our discussions through the organisation) then filtered further by select tags.

                  It would be really useful to be able to add an activity to all these organisations to follow up on a mail shot i have sent them, rather than going into each one individually and adding the activity

                  3 votes
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                    0 comments  ·  Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →
                  • Allow us to select just delivery dates and collection dates to the ical link, rather than the entire opportunity (or as well as)

                    Having an option to just see delivery and collection dates added to ical rather than having to have the entire opportunity would be a great help for me. When on my computer i like to see it all on the current system, but when on my phone having a quick look at whats coming up in the next week would be great to only see deliveries booked and collections booked.

                    6 votes
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                      0 comments  ·  Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add iCal notification for new activities

                      It would be great when you create a new activity that anyone who is subscribed to the iCal for activities that they get a notification of a new activity being added. Presently you have to refresh your calendar and you could possibly miss an activity that’s been created for that day

                      12 votes
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                        1 comment  ·  Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →
                      • Create a checklist within an Activity

                        We would like the ability to create a checklist of sub-tasks within an activity that can be ticked off as they are completed. Something similar to what Trello does, but we want to keep all our activities consolidated within Current.

                        3 votes
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                          1 comment  ·  Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →
                        • Make calendars start on Sunday

                          Hi there,
                          Could you please include the option to make the calendar start the week on a Sunday as well?
                          Thanks.

                          3 votes
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                            0 comments  ·  Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →
                          • Free/busy per participant when creating activities

                            It would be helpful to be able to set 'record time as free / busy' per participant on Activities, particularly for meetings. We would like to add some people so that the meeting shows on their activity calendar, making them aware it's taking place, but without affecting their availability for jobs, and add others who are set as busy as they're required to attend the meeting.

                            1 vote
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                              0 comments  ·  Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →
                            • Fix the iCal feed: all day events

                              The ical feed doesn't play nicely with the two major calendars: Google and Apple.

                              In google calendar, URLS linking through to Current opportunities don't show up.

                              In apples calendar, everything overlaps horribly because the opportunities aren't flagged as "all-day" events. This results in the entries being completely unreadable as per the picture.

                              25 votes
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                                13 comments  ·  Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →
                              • Real time activity start and completion logging

                                I would like to see a Real Time Activity log with start and completion times with the ability to login and logout. It is one thing for me to assign a task to someone between 1 and 2pm but without fail every single task gets started at a different time and is completed at a different time. If I am not in the office and would like to see what got done and what didn't and how long things take, I currently will get the time that I scheduled the task to start and a completion notice time. I know…

                                1 vote
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                                  0 comments  ·  Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →
                                • Edit activities in iCal feeds in calendar application

                                  Please include full .ics compatibility so that one can edit calendar tasks directly from a calendar, say on your phone, tablet or PC without having to go through a browser/Current.

                                  6 votes
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                                    1 comment  ·  Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →
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