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  1. Auto updated invoice

    Adding a button to auto update the invoice with any items or deleted items from the order.

    3 votes
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      0 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
    • Automatically log off if you leave the computer unattended allowing user to set period in 5 minute increments

      Automatically log off if you leave the computer unattended allowing user to set period in 10 minute increments. Increases security.

      1 vote
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        0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
      • Show group weights in the group heading

        It would be useful to show total group weights in the group headings.

        ie Job X has 7 different areas booked as groups. Van A is delivering 4 areas, Van B is delivering 3. I want to be sure that areas 1 - 4 and 5 - 7 are not overweight for the vans. Currently I can see that the whole job is heavy, but not what the groups individually total.

        1 vote
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          0 comments  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
        • REPLACE a product inside an opertunity

          Currently on a item you can

          -Add
          -Edit
          -Delete
          -Show picker

          If you could select replace and it displayed the picker to choose what to replace with. On selevting it would remove the item previously there and replae the item or items in the same location on in the oppertunity

          1 vote
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            0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
          • Notification when quote is viewed

            Having the opportunity to be notified and take action when a customer looks at a quote is pretty invaluable in helping to close a deal.

            We currently get notified by quotient every time someone views their quote and is one of the main reasons our sales team won't let us move over to current for quoting.

            4 votes
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              0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
            • order amendment on dashboard

              An amended order button would be perfect showing QTEs which have had changed items/delivery times etc since original confirmation of order?

              1 vote
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                0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
              • Thumbnail in opportunity item list

                Show thumbnail photos of products on the quoting page. At the moment you need to click on each item individually to see the product photo

                0 votes
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                  0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                • Search organisations by postcode

                  It would be useful to be able to search organisations by postcode. We have a lot of organisations with long or similar names, so when they phone up it would be a lot easier to enter their postcode into the search box

                  0 votes
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                    0 comments  ·  People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
                  • More user-friendly opportunity contacting

                    Here I have a big list of opportunities and I have to toggle between two different Current pages to contact them. How about making a pop-up where I can email the contact from, above the opportunity page?

                    You can further test out what I'm saying by doing the following: make a bunch of templates (like 30-40), and set to "opportunity" as module. (I'd set to contact and opportunity, but you can't do both. Maybe we should be able to do more than one or none.)

                    Then make a bunch of opportunities with orgs and contacts attached.

                    Then see how tricky…

                    1 vote
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                      0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                    • Disallow Addition Of Text Items For Certain Users

                      Disallowing certain users' access to adding in text items.

                      1 vote
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                        0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                      • Mass link organizations from Quickbooks

                        I have almost 600 organizations and I have to go in and individually link each one in Current so they don’t duplicate? How about you do some reconciliation and bring up mapping like we do for other imports. UNLESS someone else has an idea of how to do this! Help!

                        1 vote
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                          0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                        • Post Rent availability weekends

                          It would be ideal if I could set the days when our warehouse is closed and have Current RMS take this into account when dealing with post rent availability. For example, if the post rent availability is set to one day, and we have a show returning Saturday, then the item can not be booked out early Monday morning, because our shop would not have the opportunity to prep the equipment due to being closed on the weekend.

                          2 votes
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                            0 comments  ·  Availability  ·  Flag idea as inappropriate…  ·  Admin →
                          • Breadcrumbs at the top of the page

                            Breadcrumbs at the top of every page would be fantastic. I seem to always have to go back to the nav buttons at the top. Built in back button sometimes takes me random places.

                            3 votes
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                              0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                            • stock transaction approval document

                              approval for transfering item from a store to another store

                              1 vote
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                                0 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
                              • Partially book out

                                I would like to be able to “Partially book out” Items, similar to checking in. There are many times when an order might partially go out ahead of the remaining items. Currently, you have to make two different line items for the same item, which doesn’t make sense.

                                6 votes
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                                  0 comments  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add date range to filter selection for opportunities

                                  Add a filter selection to view opportunities within a specific date range, i.e. January 1, 2018 to January 31, 2018; or on a specific date.

                                  3 votes
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                                    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                  • When click on action, always reload page at same place

                                    In detail view when you click action, currently it always goes to top of page so you then have to scroll back to where you were. So would be good if it could reload the page in the same place from where you were before.

                                    1 vote
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                                      0 comments  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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…

                                      7 votes
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                                        0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Set a completed or ‘checked in’ type of step for services so they don’t stay ‘booked out’ until finalized.

                                        I usually don't finalize and complete opportunities until after billing has gone through, but since there's no 'checked in' type of status for services like for products, all of those services are still active and booked out for a long time after the opportunity has passed and obviously those services are not currently still active.

                                        3 votes
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                                          0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Hidden items

                                          I'd like the ability to hide groups, items and accessories from the client quote/invoice. For example - a quote might have a laptop, which includes a serialized power supply, and a non-serialized USB mouse. I'd like those to be on the pull list, but the client doesn't need to see them.

                                          Also, for groups or packages, I'd like to be able to hide child items. So I can quote the client a "2 speaker sound system" and they can see it includes 2 speakers, a mixer, and a wireless mic, but the cables, adapters, etc are hidden. Or I might…

                                          1 vote
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                                            0 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
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