Customer Wishlist

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  1. Have the ability to discount or make a deal price on a project

    Similar to the "deal pricing" for an opportunity but on the project jobs. Inclusive of any discounts within the opportunities.
    For example; project for conference with 10 opportunities comes to $128,000, client has a budget of $120,000. Instead of repricing multiple opportunities deal price on the project.

    38 votes
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    0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  2. Re arrange opportunities on quotes within a project

    the ability to re arrange opportunities at quote level like you can at invoice level

    3 votes
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    0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  3. Advanced opportunities within projects

    So, I think it would be fantastic to have a greater element of control over how Opportunities are managed within Projects.

    Firstly, enable a checkbox system to be able select multiple/all Opportunities within a Project. From here the ability to:

    -convert multiple Opportunities forwards or backwards
    -delete multiple Opportunities at once
    -mark multiple Opportunities as live or dead
    -generate a quote based on selected Opportunities
    -move an Opportunity up or down in the order, that is then reflected in its positioning on quotes, etc.

    And with this, the ability for a Project to act as an Opportunity. That is to…

    13 votes
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    0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  4. Approval links at Project Level

    Add ability to send approval link at the project level for documents that contain multiple opportunities.

    31 votes
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    4 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  5. Would like to have the ability to print the shortages for the entire project

    Currently you can only print shortages from within each opportunity.
    We would like the ability print all the shortages for the overall project.

    Additionally have the option of pulling the shortage from an available store.

    1 vote
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    0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  6. Open ended projects / folders for projects

    Projects for clients that isn't just for one event, so almost a folder where you can find all your opportunities within one place. For example: Having a Bestival project, which will contain the opportunities from each year. So the project isn't just for a specific window of dates.

    5 votes
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    1 comment  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the suggestion. Tags would work perfectly here. You can tag all opportunities relating to a particular project for a particular year, e.g. “Bestival 2018" and then use the tag cloud to see all opportunities that match that tag.

  7. Sort opportunities within a project

    I'd like to be able to sort the opportunities within a project so that they present an a more user friendly way. Some options like:

    - Show start date
    - Show finish date
    - Alphabeticaly

    Would be a great start

    This sort order should also carry over to any layouts where you are printing multiple opportunities in the one document.

    2 votes
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    3 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  8. Projects numbered as default, opportunities to have sub identifiers

    It would be useful if projects were numbered as default and the opportunities created within the project had sub identifiers. It becomes confusing for accounts and logistics when there are multiple different job numbers within a project due to a variety of opportunities created all being allocated their own unique identifiers. It would be useful if the project carried the "parent" identifier and all the opportunities carried the "parent" plus a unique suffix.

    The system could work in the following way - Quote Created (Job number allocated - JB0666). Quote Accepted. Quote Confirmed as Order and converted to project. (JB0666).…

    19 votes
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    7 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for posting, we’ll monitor the number of votes here.

    In the meantime, using an auto-number custom field against your project might help here.

    An auto-number counts up each time you create a new record. You could set up a custom field called “Project Number” or something similar as an auto-number and Current RMS will count up each time you create a new project. As with most custom fields, we can display this custom field on any project documents generated.

    Happy to help you get set up with this or modify your docs — just email us at help@current-rms.com or use the green help bubble in-app.

  9. Total weight of a project

    When planning transport for a Multiple room event (project) it would be good to see the total weight of the whole project in the right hand info pane. rather than opening each individual opportunity and manually calculating the weight for the whole project

    28 votes
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    1 comment  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  10. Log costs against a project

    I really like the opportunities cost section. However if you have a project with several opportunities within it, it would be great to add a cost to the entire project so not to distort the cost on a individual opportunity, if you have a cost that is split over all the separate opportunities.

    25 votes
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    2 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  11. Duplicate projects

    It would be useful to duplicate projects; a lot of the large events we supply to are annual and change very little year on year. So being able to duplicate the project and increase the price by a percentage eg. inflation would save a lot of time.

    38 votes
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    1 comment  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the suggestion, we’ll keep our eyes on this one!

    In the meantime, create a new project and then clone opportunities in your old project. Edit each cloned opportunity and enter the new project in the “Project” field to move them to the new one.

  12. Project Item List

    It would be good if we can download a list of items in a entire project. Similar to how you can download a item list from a opportunity but instead it will be for all the opportunities in a project. The list will consolidate all the items for the entire project showing the items and the total number of a particular item for that project. So if there are 10 opportunities in a project, and each opportunity had the same item (for example a table), the list would add all the tables together from the 10 opportunities to give the…

    24 votes
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    0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  13. Copy or merge items from one opportunity to others in a project

    Two Ideas within one here; sorry.

    We currently have a situation where we have one hire; that is going out multiple dates over the summer. We have made a project and inside that cloned opportunities for the current hire dates. It would be really cool if say we added extra items to the first opportunity to be able to merge the future opportunities inside the project to match the updated hire list. Meaning we don't have to manually go in and add the data to each opportunity.

    We are also in a situation where one of the dates has been…

    3 votes
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    0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →

    Interesting idea, thanks. Good to hear about the use case here – it’d be for when opportunities in a project have the same kit list.

    One thing that might help in the meantime: you can copy and paste groups from one opportunity to another using the options in the menu.

  14. Show drafts and quotes in revenue total for Projects

    Currently the projects revenue only shows revenue from orders in a project. However if you're working to get a total project in budget, we need to have revenue from drafts and quotes in the revenue total for project. Or maybe show the total for quotes in draft/quoting vs orders.

    3 votes
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    1 comment  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  15. Opportunity search within a project

    It would be really useful to add a Search bar within a Project. Often our Projects can have up to 100+ Opportunities. If you don't know the Opportunity Number, it’s a slow process looking through the list of Opportunities to find the one you are looking for.

    Secondly it would be useful to be able to apply a filter in the header bar at the top of the page and filter by: Subject or Organisation or Status etc.

    Both of these feature are available on the main Opportunities and Projects Pages but aren’t options inside a Project.

    3 votes
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    0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add options to the project screen for applying actions to all opportunities within it

    Sometimes you send a quote for a project, which has multiple opportunities within it, and it doesn't go ahead. It would be nice to have controls on the project page to "Convert all Opportunities to Orders" and to "Cancel all Opportunities / Project"

    This would save time having to go into each individual opportunity to update it.

    2 votes
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    1 comment  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add opportunity charge total to invoice project box

    In the pop up window for invoicing a project where opportunities are ticked to add to the invoice, could we get the opportunity price alongside the name?

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