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  1. Picker should be integrated into the opportunity page

    Picker should be integrated into the event page to allow much quicker access. (Seems silly to be clicking every time you want to add an item to the quote)

    3 votes
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      0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
    • Shortcut to opportunity actions on the default opportunity view

      Action Buttons Accessible Just on the Side of each Opportunity Lists

      Rather than opening one by one each of the Opps, this would be very convenient especially if we only need to update the status of an Opportunity. Hope this can also be implemented

      5 votes
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        1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
      • Collate Accesories

        When having multiple items that use the same accessories make it possible to Collate the accessory such as power leads to one total rather than having power leads appear under the line item under every single light for example. This could be a tick box so you have the option not to collate, would be good if the system could also remember to keep the box ticked as well.

        33 votes
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          5 comments  ·  Document layouts  ·  Flag idea as inappropriate…  ·  Admin →

          You can collate items on your document layouts using our consolidated items code. This brings together all of the same products on an opportunity into one line, useful if accessories are listed more than once under different products.

          An example Consolidated Picking List is attached to this idea. To add to your Current RMS system, save the .txt file from this suggestion and then go to System Setup > Document Layouts in Current. Click the green ‘upload document’ button and browse for the .txt file you saved.

          If you need help with this, contact us at help@current-rms.com and we’ll be happy to assist.

        • "Asset number already taken" message to display the product it's assigned to already

          When adding assets, the message could be more useful. Instead of saying 'asset number already taken' it could be more descriptive. 'Asset number registered to LeMatre Hazer'.

          5 votes
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            0 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
          • 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 →
            • Create a document library for use with Opportunities / multiple attachments automatically added

              so I can upload standard documents (T&C's, instruction manuals, for examples) and either insert them into the Opportunity as an item (no values, just Name, and Description text) that contains a hyperlink, or Add to a Discussion thread.

              37 votes
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                8 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
              • Data audit function

                An audit function in the settings menu where you can display your data as an editable table on one screen. Think of it as downloading the following:

                Contact data
                Organisation data
                Product group data
                Product data
                Accessory data
                ......

                updating it on excel and re uploading it.
                But so you don't have to download open excel etc it is displayed within current.

                This is useful so you can quickly check any fields that are missing (such as weight) any grouping that is incorrect and for updating qtys.

                This will for example make things easier in a warehouse and doing a…

                24 votes
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                  3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                • 23 votes
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                    3 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                  • A send quotation button to send instantly

                    Send the quote or order to the email provided at the touch of a button.

                    12 votes
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                      2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                    • Use LinkedIn social media site API's to pull information and keep it up to date automatically.

                      If an organisation or person record email address matches LinkedIn then it would be good for it to pull information into the record to keep it up to date. This could be things like the person image etc.

                      Microsoft Outlook does this using it's social media connector add in that is now standard with Office 365 version of Outlook.

                      It would also be good to be able to pull information from the Organisation news feed on LinkedIn (and to that end from any specified RSS feed) so that when you open an organisation record you can see the latest things…

                      15 votes
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                        2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                      • Sales only opportunities

                        We deal with a lot of sales orientated jobs as well as hires and so the sales section do not need to have items checked back in to complete the job. It would be good to be able to state that an opportunity is sales only at point of creation and therefore does not have any form of check in or similar.

                        14 votes
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                          3 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

                          Current RMS is primarily a rental management solution, so our default documents do include information about the rental period.

                          All of the documents that come with Current are fully customizable using HTML & CSS so they can be adjusted to remove references to rental for opportunities that only contain sales items.

                          Drop us a quick message at help@current-rms.com and we’ll be happy to help modify your documents.

                        • Integration with shipping facility

                          Be able to add shipping details, overall weight, Dimensions and tracking details to each order. to track information of your shipment

                          12 votes
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                            1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                          • Show orders on dashboard even when delivery and collection fields are empty

                            At this moment orders without specific delivery and collection periods are not show at the dashboard, maybe the rental period can be used when this fields are empty to prevent orders from not showing.

                            6 votes
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                              1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add a 'Rehearsals' option between the 'Setup' and 'In Use' in the scheduling section

                              It would be helpful to include in the Scheduling section when creating a new opportunity, a 'Rehersals' option, between the 'Setup' and 'In Use' options. This would enable creating a more accurate description/schedule in quotes and better event/staff management.

                              As an example, my Setup is 7am - 12pm, my rehearsals are 1pm - 5pm and my show is 6pm - 11pm. If i could have identified rehearsals here, it would indicate 1hr window (12 - 1 and 5 - 6) for lunch/dinner break, etc. It would also be clear for the client to see on the quote/proposal and any other…

                              17 votes
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                                3 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

                                Custom fields are a great way to add additional fields to your Current RMS system. For rehearsals, you can add a date picker custom field to your opportunities screen so it’s available to fill in when you’re putting together opportunities.

                                Custom fields can be pulled through to document layouts, too.

                                Happy to help you set up custom fields, get in touch at help@current-rms.com

                              • Free agent integration.

                                Auto export invoices to reagent accounts package.

                                15 votes
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                                  4 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                • In availability day view could be set to 10 min increments

                                  I need a more detailed view to see when my equipment leaves and comes back. In the day view change from 1 hour to at least 10 min blocks.

                                  15 votes
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                                    1 comment  ·  Availability  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Pricing individually or in bulk

                                    I'd like to have a total stock of, say smoke fluid by 2.5l bottle and be able to sell that stock singly or in a box of at a cheaper rate;

                                    One item, several prices

                                    2 votes
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                                      0 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Custom domain name mapping

                                      It would be good to be able to be able to cname map a sub domain or custom domain name to our own *.current-rms.com portal address.

                                      This would then facilitate for easier remembrance of the web address and logging in as well as a good starting point for when the customer portal is rolled out at a later stage so the customer sees a more integrated version.

                                      16 votes
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                                        0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Multiple Locations for Bulk Stock

                                        We have multiple locations for bulk stock in one store.

                                        20 units on Rack 1 Shelf 1
                                        20 units on Rack 1 Shelf 2

                                        At the moment Current cannot allow for this.

                                        4 votes
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                                          1 comment  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Clearbooks Invoice Integration

                                          We use Clearbooks as our accounts package, which we're very happy with. This allows our accountant access when required, and is easy for us to gain access wherever we may be.

                                          I'd like to avoid using Current RMS for invoicing, as this will effectively be duplicating our existing way of issuing invoices to our clients.
                                          However, with that said, being able to issue invoice information via Current RMS and into Clearbooks would be very handy indeed.

                                          13 votes
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                                            3 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
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