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.
Please make this happen soon! We have equipment moving between sites over weekends and Current stats the obvious we have no stock when it just needs moving and its not really a shortage - please implement this ASAP.
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?
We don’t have any update to share just yet, but we’ve not forgotten about this. Thank you to everyone for taking the time to chime in here.
Hearing the kinds of ways that you’d like to customize the dashboard is really helpful. Please keep letting us know in the comments. We always review the comments when looking to start work on an idea.
We recently added last month’s order value to the dashboard so you can see how you’re doing compared to last month.
It’s also worth remembering that you can turn off the sales pipeline, along with other order values, by setting “Can see order values” to NO against a particular role. Check out: Restrict access to parts of the system using roles
You can use your browser’s find feature to find something within a large opportunity. Hit ⌘ + F on a Mac or CTRL + F on a PC to search in the opportunity page.
This would be a really useful function, particularly for finding that last cable you need to change on a larger order with multiple groups. Perhaps putting a search button next to the picker button that would allow you to search for words or products based on your keywords that have set up.
Hopefully this would be a relatively easy implementation from a design point of view... The result could be that it highlights the product or entry line, or it collapses everything not to do with it...?
Whilst command and F work on a Mac you have to rely on the groups to be open and it's not so streamlined or easy to use, particularly on mobile devices.
Fingers crossed this might get some support for what seems hopefully an easy implementation.
We started this previously, but weren’t too happy with it in testing. We’re focusing on the top ideas on our wishlist right now, but we’re monitoring this idea and we’ll look to investigate further if it gains some traction.
Did this get released as a updated? It’s been developed since 2015!
When cloning a opportunity it doesn't carry over the costs. Enable the clone function to copy the job costs too, its easier to delete than to re-add!