Harry Butcher

My feedback

  1. 372 votes
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    27 comments  ·  Customer Wishlist » Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    This idea has really started picking up votes lately – thanks all. We’re not ready to act on this just yet, but we are watching it closely 👀

    In the meantime, it’d be great to get your thoughts on how this should work. How would you envisage the integration working? Which G Suite apps would be the most useful to integrate with?

    Harry Butcher commented  · 

    Surely this can also offload some of your hosting space requirements? if all the documents were stored on the drive?

    I dream of the day I can sync google to current..

    Harry Butcher commented  · 

    Hi Michael.

    Is this something still in Current's long term vision or should I round up the voters?

    Message me.

    Harry Butcher commented  · 

    Ima keep voting this till it happens! Intriguing to see if a Zapier integration would fit my needs here..

    Harry Butcher supported this idea  · 
  2. 11 votes
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    1 comment  ·  Customer Wishlist » People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
    Harry Butcher commented  · 

    I actually had quite a heated meeting yesterday on this subject. because Current is very close to being a great combined CRM & RMS tool and it makes perfect sense for the tasks to live on one system. But there's lots of pressure to use other systems as current just doesn't have an easy enough workflow for the sales teams needs.

  3. UI

    14 votes
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    13 comments  ·  Customer Wishlist » General  ·  Flag idea as inappropriate…  ·  Admin →
    Harry Butcher commented  · 

    I would like a better forum that promotes discussions with the team rather than one way, statement communication. Ideally a Discourse forum.

    Harry Butcher commented  · 

    It would be great to have mathematical input in product prices.. or anywhere with a number input.

    For example product a is priced at £10, if I type +5 in the box, it would return £15. it's something I'm used to now with other software like vectorworks and AutoCAD.

    Harry Butcher commented  · 

    Thank Drew.. I will check out using HTML formatting, it would still be a dream being able to use a kinder interface. Knowing now that it already accepts HTML formatting I'm sure it wouldn't be difficult to place a discussion style formatting box to these other text input locations.

    Harry Butcher commented  · 

    An easier way to make invoices as paid. We don't connect to the accounting software so it would be great to have a quicker way to mark the years of invoices we have to be marked as paid.

    Harry Butcher commented  · 

    Ability for different stores to have unique invoice identifiers.

    Harry Butcher commented  · 

    It would be useful if we could have customisable ITTT triggers.

    For example, I have our standard tool kit on the job under the 'production' group. But if I add some set it would add a specific tool kit for that equipment.

    Or I have 2 lights on the job and no need for a spare, but then the client adds several more of those lights and so I require a space unit or bulb. this can be automatically added once a threshold is reached.

    Harry Butcher commented  · 

    Ability to see a summary of the costs in the cost view, for example if I arrange by supplier, I'd like to clost the group and see the total costs for that supplier. A little like how group summery works.

    Harry Butcher commented  · 

    I've started using the services booking tools for allocating in contractors. It would be great to have additional views that flow easier on the eye. At the moment it's tricky to allocate someone to a job over multiple days with different call times and its really difficult to see an overview of who is booked in for what role on what day.

    Harry Butcher commented  · 

    A feature that allows you to set a commission rate on certain contacts / opportunities. or allow the discount to be a negative number as a work around.

    I tried to do a work around with surcharges.. It didn't work..

    Harry Butcher commented  · 

    It would also be great to have rich text formatting in the description section. I want to use this to produce advance document information but currently I cant format it how I'd like.

    Harry Butcher supported this idea  · 
    Harry Butcher shared this idea  · 
  4. 70 votes
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    20 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    We updated the servers today so that now you can grab the latest product and service costs and prices 🔄

    As mentioned previously, refreshing accessory configuration and is a much larger task so we’ll keep monitoring feedback on this here and in our other customer channels. If it’s proving popular, we can look to put some dev resource behind it.

    Harry Butcher commented  · 

    Thanks for the update Michael. I can see how it might be quite a challenge to have certain accessories updated.

    Can I ask how it works when cloning a job?
    For instance year one we notice a mandatory accessory is missing from the list, which we attached to the product after that job. Next year when we clone the job, will the mandatory accessory be pulled in to the new list?

    If it's easy enough for the Dev team it might be worth making it so that all mandatory accessories, components and safety items are pulled in automatically.

    Then later down the line creating a feature that allows you to re select the default and optional accessories, components and safety items (which I guess is a separate feature in it's own right).

  5. 670 votes
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    90 comments  ·  Customer Wishlist » Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →

    Planned transfers between opportunities would be a great addition to Current. Your comments here are fantastic and really help us understand why you’d like to see this added to Current and how it could work – thanks!

    Across all of our customer channels, building a purchasing module is the most popular feature request so we prioritized this. Now we’ve got the first phase of purchasing released in beta, planned transfers is next up from the wishlist.

    Sorry to keep everyone waiting for so long – we’ve not forgotten that so many of you find this important. We’ll be back as soon as we’ve got more information to share.

    Harry Butcher commented  · 

    It's also not ideal as the product will show as a shortage until it has been moved across.. I like your work around though!

    Harry Butcher supported this idea  · 
  6. 392 votes
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    27 comments  ·  Customer Wishlist » Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks everyone for taking the time to comment here, there’s so much useful feedback.

    Extending the services module in Current is something that we’re keen on for the future. We’re continuing with our planning for this feature and we’ll post back as soon as we have more to share.

    Harry Butcher commented  · 

    How about the ability for contractors to have current wide 'accounts'.

    How this would work:

    'Ben' creates an account on Current on which he can adjust his profile which includes cost rate, contact details, PLI details etc. He can see his calendar with job details, with access through to packing lists and job documents. he can find his PO there which is pulled directly from that companies' account. he can accept jobs from here.

    This would be global so he can see his job details of any business on the current system.
    - He can also sync his google / ical / calendar with Current. for ease of use. -

    It would also mean, that we the businesses can see when ben is available. we might be able to see his calendar, much like we can create a calendar for bookable assets now. this could be restricted to busy / free.

    Obviously someone needs to pay for these accounts or money should be made somewhere.. Imagine if current had bought freeagent instead of RBS...

    What is clear is with things like challenger banks and tech startups. People are very receptive to having all the related services linked in to one hub. Current could be the hub for all these services. They could be offering contractors PLI services, accounting linked with sage.

    Imagine, Ben could be using current as much as we all do. he could get temp acess to picking lists when he's bought on a 3 month contract. He could submit his expenses through current which would go on the job.

    Big thinking here, but I mean we're all awaiting the current revolution to a formidable service.

  7. 6 votes
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    1 comment  ·  Customer Wishlist » Document layouts  ·  Flag idea as inappropriate…  ·  Admin →
    Harry Butcher commented  · 

    I like this idea, I just have no more votes to use! (which is terribly irritating)

    I want to use the description box to add information on the job which is then pulled in to an advance breifing document for crew but without rich formatting it will look pretty rubbish.

  8. 13 votes
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    3 comments  ·  Customer Wishlist » Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
    Harry Butcher commented  · 

    Agree with the user who said about 01, 02. that's the correct functionality.

  9. 1 vote
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    1 comment  ·  Customer Wishlist » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
    Harry Butcher commented  · 

    Doesn't everyone use a RMS tool? I quite like the fact people know, we already support the brand financially so might as well endorse it too!

  10. 36 votes
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    10 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the suggestion. One thing that might help in the meantime are Default Service Dates on opportunity groups.

    You can set up default service dates on opportunity groups – including copying the dates from the scheduler. Once you’ve set these dates, any services that you add the group automatically default to those start & end dates.

    To do this, add an opportunity group and then edit it. On the next screen, you’ll see a section for the default service dates. Fill these in using the date fields, or click the green “copy from schedule” button to fill them in using dates from the scheduler.

    Harry Butcher commented  · 

    This would be great - We add separate lines for delivery and collection, much easier if these could take the information I've already inputted to the opportunity.

  11. 95 votes
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    16 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
    Harry Butcher commented  · 

    Yes and the dates too. Services work badly when cloning. One pop up could save heaps of hassle

  12. 175 votes
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    26 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
    Harry Butcher commented  · 

    Good feature, fairly essential to a CRM.

  13. 371 votes
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    22 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the suggestion, we’ll keep an eye on the number of votes on this one.

    One thing that might help in the meantime is customizing your document layouts to include a date stamp. You can use this as a point of reference when dealing with different revisions.

    To add a date stamp, the Liquid you’ll need is {% 'now' %}. Use date filters to change how the date is formatted.

    We provide a free service to make changes to documents, so if you need help with this then just let us know at help@current-rms.com.

    Harry Butcher commented  · 

    Job versioning would be great, client get confused as to what version they printed, even if I name the file. I have to use discussions to track equipment on each version which makes going back tricky and time consuming. I could clone the job, but I don’t want loads more dead quotes on the system to come up if I search all jobs.

  14. 46 votes
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    1 comment  ·  Customer Wishlist » Document layouts  ·  Flag idea as inappropriate…  ·  Admin →
    Harry Butcher commented  · 

    What would happen when things change and change? I guess the user could say okay I’ve read these changes, clear the colour till the next changes.

    It would be a useful thing!

  15. 18 votes
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    2 comments  ·  Customer Wishlist » Document layouts  ·  Flag idea as inappropriate…  ·  Admin →
    Harry Butcher commented  · 

    Can you create full production briefs with the html customisations? Would save hours of copying.

    Typically that includes start time of each staff, delivery tome, job information, description and plans.

  16. 31 votes
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    4 comments  ·  Customer Wishlist » Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
    Harry Butcher commented  · 

    It’s a fair point, not man people need to see the total. Or some need to see different. We have dry hire and production targets, but there’s no way to filter that!

  17. 475 votes
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    49 comments  ·  Customer Wishlist » Reports  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for taking the time to comment and vote on this idea. Hearing about the kind of reports you’d like to be able to pull is really useful; we’ve been able to add a few popular reports, like the stock transactions report and the opportunity sub-rents report, based on your feedback.

    Right now lots of you are using custom views for reporting. They’re a great way of seeing and sorting the data in Current, and we’re working on some improvements to them that should address this idea directly.

    At the moment, custom views can be created in one module and can display and filter data that’s within that module. We’re strengthening custom views so that in future you’ll be able to access data from related modules.

    For example, from an opportunity custom view you’ll be able to access organization or opportunity item attributes. This should allow you to build some…

    Harry Butcher commented  · 

    I concur with the anon below, there is massively valuable data in the system which I cannot access not least without time spent with raw data. I need this to be easy.. say I am always short of cable in the summer and want to know what i'm most short of in previous years.

    Please think about implementing this after purchases!

  18. 310 votes
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    51 comments  ·  Customer Wishlist » General  ·  Flag idea as inappropriate…  ·  Admin →

    Work on purchasing is going really well and we’ve launched a beta program that gives you the ability to create and manage purchase orders in Current RMS today.

    “Beta” means that we’re actively working on new features and we’ll be enhancing it over the coming months. Rest assured – it’s been through the same rigorous testing as all of our other features, so it’s stable and ready to rely on.

    When you join our beta program, you’ll have access to some key purchasing functionality ahead of general release. In exchange, we’d like to hear your thoughts on how it works and what we’re planning in future.

    Ready to join the purchasing beta program? Get stated with our guide: Purchasing beta

    Harry Butcher commented  · 

    Saw this demo at the showman's show and looks like the basic function is being developed nicely. look forward to seeing it live before the new year!

    Harry Butcher commented  · 

    How many months are ‘the coming month?’

    Harry Butcher commented  · 

    Gosh, Finally!

    Please do keep us updated on the progress so we can all feed back to you during development rather than releasing something that may or may not work for the majority.

    Harry Butcher commented  · 

    I'm sure we would all like to know the progress on this, we're a couple year on now and still this is not a feature..

  19. 64 votes
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    10 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
    Harry Butcher commented  · 

    How come I have to check sale items back in, that does not seem logical as the item doesn't ever get checked back in to the warehouse.

  20. 157 votes
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    18 comments  ·  Customer Wishlist » Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
    Harry Butcher commented  · 

    Currently we don’t utilise any of the services features because it’s too time consuming over spreadsheets. But we wish it wasn’t that way!

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