Rowan Brandreth

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  1. 9 votes
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    0 comments  ·  Customer Wishlist » Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
    Rowan Brandreth supported this idea  · 
  2. 17 votes
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    2 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  3. 157 votes
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    18 comments  ·  Customer Wishlist » Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
    Rowan Brandreth supported this idea  · 
    Rowan Brandreth commented  · 

    It would be very useful to be able to bulk edit the dates and chargeable days on services after they have been added to an opportunity.

    Currently, if the dates a service is needed change, the only options are to edit each line item separately or delete the line items and re-add them with the new dates.

    A great feature would be tick-boxes to select a number of services and set new start dates, end dates and chargeable days. On opportunities with multiple services, this would save a lot of editing time.

    I have attached a file for how I imagine it will look ;)

  4. 53 votes
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    3 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
    Rowan Brandreth supported this idea  · 
    Rowan Brandreth commented  · 

    Having a built-in security deposit feature would be really good for us too.
    At the moment it's quite messy as it required issuing and crediting invoices, or just charging it and then refunding without really issuing paperwork

  5. 4 votes
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    4 comments  ·  Customer Wishlist » Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
    Rowan Brandreth commented  · 

    Not sure how you have your non-stock items set up, but Current will show shortages of all bulk and serialised stock items, as well as a shortage of the non-stock item which cannot be made up due to shortages.

  6. 70 votes
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    7 comments  ·  Customer Wishlist » Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
    Rowan Brandreth commented  · 

    Do you mean a security deposit or a part payment?

  7. 9 votes
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    2 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
    Rowan Brandreth supported this idea  · 
    Rowan Brandreth commented  · 

    This idea is to allow for the fact some products do not permanently live in a flight case, but are assigned one when booked on an opportunity, depending on how many of the item are booked.

    Examples:

    1. We have a number of video wall panels, but we have two types of cases 6 panels per case or 8 panels per case, therefore assigning a decimal of 0.125 to assign 1 case per 8 panels selected does not work if we decided to use a 6 panel case.

    2. IP65 Parcans - we have cases to fit 4, 6 or 8 - again, we cannot assign the correct accessory count as there are 3 possibilities.

  8. 498 votes
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    38 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    We’re investigating this for future development, thanks for the votes and comments!

    It’d be really interesting to hear everyone’s thoughts on how you’d envisage this feature working, as well as any common scenarios where you’d like to be able to select alternative products.

    Let us know in the comments – your feedback is really useful.

    Rowan Brandreth commented  · 

    It would be good to get an update on this one from Current. It seems like this feature is really lacking from the software. There are a lot of situations where the warehouse need to make a basic substitution (e.g. 2 x 5m cables instead of a 10m, 2 x 4x4ft litedeck instead of an 8x4). Workarounds are messy and as it's not possible to hide warehouse additions from client documents, it's difficult to make quick changes and retain stock accuracy.

  9. 37 votes
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    8 comments  ·  Customer Wishlist » People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
    Rowan Brandreth commented  · 

    Invoice to a contact instead of organisation. Often customers are just an individual, not a company. Only way currently is to duplicate the contact as an organisation.

  10. 60 votes
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    6 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    Projects might be a good way to handle this. With a project , you can group together opportunities and generate project quotations or project invoices, allowing you to quote or bill for multiple jobs at once.

    In this case, you could have an opportunity for the ‘main’ option, and then other opportunities for the other options.

    On project quotations, this would show up underneath the first quotation, and we could customize the layout to make it clear that it’s an alternative. If the alternative were not needed, just mark as dead it to avoid invoicing it.

    Email us at help@current-rms.com if you need a hand with this – happy to help!

  11. 147 votes
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    17 comments  ·  Customer Wishlist » Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    We just launched our API in beta testing, which you can use to explore integrations between Current RMS and your website if you have development knowledge. To get started with the API, head to System Setup > Integrations > API to generate an API key and access our comprehensive developer documentation.

    As a developer tool, we provide limited high level developer support for the API meaning that we can’t advise you on how to use our API or how to build an integration. If you’ve got any developer feedback on the API, we’d love to hear — drop us a message at help@current-rms.com to let us know.

    If this idea gains further traction, in future the developers could look to investigate more formal integrations with websites and web platforms.

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