Customer Wishlist

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  1. Group description - text formatting and pictures

    It would be useful to have text formatting options and the ability to add pictures to group descriptions (under edit opportunity group)

    Also the ability to save and recall frequently used descriptions.

    This would help with putting together quotes and proposals.

    12 votes
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    2 comments  ·  Document layouts  ·  Flag idea as inappropriate…  ·  Admin →

    You can use the Markdown filter on any output liquid syntax in your document layouts to format your text. Markdown lets you format things using easy-to-read plain text. For example, if you put a markdown filter on your item description, e.g. {{ item.description | markdown }}, you can type in bold, italics, and even add images hosted on the internet.

    This page runs through how to use Markdown in a little more detail: https://daringfireball.net/projects/markdown/syntax

    If you’d like a hand modifying your layouts to incorporate Markdown, just let us know and we’ll be happy to help.

  2. Save customised page views for each user

    Ability to personalise the page layout to your own preference i.e. I like to view all of the opportunities on one page but my colleague prefers to view them in 6 per page. This should be able to be saved in a settings tab rather than having to change it manually every time page is opened.

    16 votes
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    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

    For those of you looking to save a custom view as the default, this morning we updated the servers so you can do just that :)

    When you select a custom view, choose “Set this view as my default” from the View menu to save it as your default.

  3. Sales product quotation report

    Can we add a report that shows me how many of a specific products have been quoted? Helps when ordering stock...

    6 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Generate new iCal feed URL

    In the unfortunate event an account is compromised, it would be nice if the iCal feed URL could be refreshed to a new URL to eliminate the possibility of others having access to it.

    4 votes
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    0 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
  5. Popular product database

    Have a generic list of products with pictures already available on the server, saving a lot of server space and time.

    2 votes
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    0 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
  6. Report to show all bookings containing free text items

    Would it be possible to have a report that returns a list of fee text opportunity items on active quotes/bookings and a link to the booking?

    We quite often add products onto opportunities as free text for certain reasons but then find it difficult to find these later one

    7 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Insurance Details for Organisations

    The ability to assign an Insurance Amount and Date Range to an Organisation.

    If they are looking to hire equipment which goes over their Insurance Limit, it will trigger a warning and if their Insurance is out of date it will issue a reminder/warning.

    14 votes
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    1 comment  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
  8. Opportunity Item Description -> Invoice -> Xero

    I would be great if the descriptions we add onto opportunity items flowed through to the invoice and then to xero

    8 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow customers to view and share customized document layouts and barcodes

    Give Current customers a place where they can share customized document layouts and barcode templates in addition to the basics provided.

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

    Thanks for taking the time to post. You’re free to share your layouts with any other Current user – head to System Setup > Document Layouts and export any of your documents. Use the Upload document button on this screen to upload exported layouts.

    We often find that our customers’ bespoke layouts are very important to their business, so we’re not too sure how many folk would want a place to share their documents. We’re interested to hear your thoughts!

  10. Online approval link into PDF documents

    Ability to add approval link into a downloaded PDF quote, for when emailing a quote in direct reply to customers

    3 votes
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    0 comments  ·  Document layouts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Bulk edit contacts and other entities without exporting and importing

    It would be nice to choose from a large list of things, with a say check box, and perform a bulk edit on that list. Or drag contacts from a list into a "bucket" or category. For example, say you want to choose which contacts you wish to add to a newsletter list. Even with exporting, the export from the Contacts and Organizations section doesn't allow for re-importing because their is no contact ID. I even tied using the favorites to accomplish this, but that attribute doesn't go through to the system export.

    3 votes
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  12. Rental Asset Listing Report - include rental price

    It would be great if we could see the rental price on the Rental Asset Listing report rather than just the replacement value.

    9 votes
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    2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Make approval URL expire

    Once you send an approval URL there should be a way of making it unavailable to the customer to see. Ie once the quote has reached it's expiration date or indeed once you have marked it dead.

    Currently customers can approve quotes once they have expired or the equipment is no longer available which leads to some disappointment when it is explained that the quote was no longer valid.

    1 vote
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to delete any opportunity, even those that are canceled

    Ability to remove opportunities from the system if they have been canceled, completed, or are otherwise not deletable.

    As it stands, items linked to canceled opportunities cannot themselves be deleted, which is highly frustrating.

    28 votes
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    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Wave Accounts integration

    integration with Wave Accounts

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 →
  17. Quotation follow up report

    When we send the quotation URL you can see the view count, last viewed etc.
    It would be really handy to have a report that shows all this data for all quotations so we can follow up quotations that have not been viewed at all (gone into spam) or make contact with clients that have recently viewed a quotation.

    6 votes
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    4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Assign Revenue Groups to Product Groups

    We often post invoices to Xero by product groups rather than a long list of equipment. However it always defaults these groups in Xero as Sales. I then have to go through and change this in Xero.
    IT would be great if we could be able to assign Revenue groups to product groups in Current. This can be set up under "Edit Product Group" in Settings and also under edit product group in "list of items" in opportunities. That would be esp useful where you have a custom product group.

    3 votes
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    0 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
  19. Quarantine assets allocated to an opportunity

    I don't seem to be able to quarantine a product if it's been added to a opportunity. Could this feature be added please so that we can immediately quarantine a product without having to remove the product from every opportunity that it's referenced in.

    1 vote
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    0 comments  ·  Quarantine and servicing  ·  Flag idea as inappropriate…  ·  Admin →
  20. Edit transaction type on edit opportunity item screen

    On the Create Opportunity Item page, can the Rental or Sale tab be made editable. Many times we enter a sales item and forget to change it, and then have to delete everything and start again.

    7 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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