Customer Wishlist

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  1. 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 →
  2. Easier search of participants

    when entering participants, i wish the name you entered stays in the field when you toggle from user to contact

    8 votes
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    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  3. Assign standard rental discount to organisation

    Assign a default discount percentage for rental or sales rates to organisations which is automatically used when creating opportunities.

    114 votes
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    completed  ·  14 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  4. Admin Security Features like restricting access by IP, Time of Day and Password Force Change or Azure AD Single Sign On Integration

    It would be good to have more options for system administrators to be able to lock down the system. At the moment there is a bit of logging for users but the system needs more functionality on this side of things. Such as logs for X amount of days that can be run off as reports.

    Being able to specify IP addresses etc for access to a specific account would help unauthorised access. Also unauthorised access attempts at the system.

    To add to this setting working hours that an account is able to login much the same as Windows Servers…

    25 votes
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    3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

    Following on from Single Sign On (SSO) with Google and Microsoft, we added a bunch of additional features to help you bolster security at your business:

    • Two Factor Authentication (2FA)
    • Admins can reset other user passwords
    • Owner users can reset everyone’s passwords
    • Comprehensive action log
    • See recent active sessions
    • Reset user iCal feed links

    To learn more, see: Secure your Current RMS system

    We’ve not implemented restrictions based on IP addresses or time of day. Anytime, anywhere access is a core component of Current RMS and we’ve not seen much demand for these. If these are important to you, create a separate idea and we’ll keep an eye on how it’s tracking.

  5. Warehouse staff should not require full edit permissions for every opportunity in the system

    To allow warehouse staff to use an order's 'Detail View' to allocate/book-out/check-in items they have to be assigned full edit permissions for every opportunity in the system.

    It would be much better if there was a separate 'Order Item Status' permissions set that could be set to 'edit' for warehouse staff, with 'Opportunity' permissions set to 'view' only.

    The current permissions system forces us to either have no control over opportunity edits, or no warehouse control of item status on orders.

    Thank you.

    33 votes
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    5 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  6. Translations / Extra language

    Dear, Is there any possibility to make the products in two or three languages? I have client in French or Dutch, but they don't understand the second language.
    Same question for the templates (offer/invoices) : is there any possibility to easily choose between a French offer template and a Dutch one for example.
    I read you were considering the translations in 2015.
    Thanks

    1 vote
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

    All of the document layouts that come with Current RMS are fully customizable, including the wording. Clone a document layout in System Setup > Document Layouts to get access to the HTML for it – translate any labels here.

    We offer a free service to modify layouts if you’re not comfortable editing HTML. Simply provide us with translations and we’ll can look to modify your documents.

    For products names in different languages, custom fields would work perfectly. With custom fields, you could create additional product name fields on your product page. We can then pull these through to your document layouts.

    We’re happy to help with any of this. Contact us at help@current-rms.com with any questions.

  7. 1 vote
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  8. Recall the location hash for the current tab within opportunity detail views when multiple users scanning

    We have several users scanning products onto an opportunity. To ensure that they aren't conflicting with items they need to refresh the page every so often. When doing this they then need to re-select the "Quick Allocate" tab and set the focus back to the Asset text box.

    It would be amazing if Current could use the location hash from the URL, e.g.: /opportunities/7?view=d#quick_allocate to automatically place them back on the correct tab.

    Many thanks!

    4 votes
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    completed  ·  1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  9. add weekday to data format

    in the opportunity module a lot a dates are displayed, to make planning en understanding of those dates easier it would be nice if a short indication of the weekday can be displayed in front like MO, FR, etc.

    1 vote
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    completed  ·  0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  10. Calendar feeds include custom descriptions and venue locations

    It would be very helpful for us to be able to send out calendar feeds to our freelancers with information such as an equipment list and a "description" section where we can write in an event timeline and venue location for them. Right now we're still tied to using our existing company google calendar for event timelines, but would love to be able to keep everything within Current.

    1 vote
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  11. 'Smart date picker'

    When creating a custom view, I'd like to be able to choose to see opportunities relative to a date, ideally a 'smart date' such as used in the Activity page.

    In context, a custom display could be created to show 'Un-invoiced' 'Orders' 'this week' (or 'next week' etc.). It would mean that it would be easy for orders to be confirmed but only invoiced the week before the event.

    6 votes
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  12. Non-financial Opportunity access

    There are circumstances where we don't want the guys pulling a job off the shelf to see the financial details of the job, but there is currently no way to allow a user to access the Opportunity so they can get a kit list, but not see the charging details of the the job. Any comments welcome...

    4 votes
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    3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  13. Product Detail sub headings

    When you add or edit a Stock Level, the Product that you are adding is shown as a sub heading under "…Stock Level". It would be really useful if the same were true for all the task under the product detail screen, i.e. rates, accessories and attachments , for that moment when you're halfway through creating a rate and phone rings...

    1 vote
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  14. Show job number alongside the job name on calendar feed

    When reviewing jobs in iCal in only shows job name. it would be useful if the job number showed alongside in order to make it more obvious that these are jobs, and to more easily search for that job within current.

    0 votes
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    completed  ·  0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
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