Christie

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  1. 373 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.

    Christie supported this idea  · 
  2. 30 votes
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    9 comments  ·  Customer Wishlist » Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
    Christie commented  · 

    This would be great to have a parent item of Technician and then default accessories of mileage, congestion charge, parking etc

    Christie supported this idea  · 
  3. 3 votes
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    1 comment  ·  Customer Wishlist » General  ·  Flag idea as inappropriate…  ·  Admin →
    Christie commented  · 

    Hi Dan,

    If it's for Documents, you can change this yourself within the document layouts feature. If you wish it to display (MM/DD/YYYY) with your example above, then put this in it's place

    {{ order.starts_at | date: "%m/%d/%Y" }} - {{ order.ends_at | date: "%m/%d/%Y" }}

    Or if you prefer to have it as Dec. 11, 2018 you'd replace it with ..... date: "%b. %-d, %Y" }}

    Hope it helps,

  4. 673 votes
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    92 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.

    Christie commented  · 

    Do we have an update on schedule for this please?

  5. 131 votes
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    23 comments  ·  Customer Wishlist » Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →
    Christie supported this idea  · 
    Christie commented  · 

    Please can we have a recurring activity? So a meeting can be scheduled for every week etc.

  6. 19 votes
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    3 comments  ·  Customer Wishlist » Document layouts  ·  Flag idea as inappropriate…  ·  Admin →
    Christie commented  · 

    I was surprised this wasn't an option. Having an overall doc which can show and includes linked documents would be ideal.

    Christie supported this idea  · 

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