alex

My feedback

  1. 156 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    35 comments  ·  Customer Wishlist » Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the votes and comments on this idea, all. There’s no definite ETA on this right now, we’re working on ideas at the top of the wishlist and we’ll look to review in future. If this is something you’d been keen to see implemented, please do vote for this idea!

    In the meantime, we’ve put together a quick guide on how you can use a Current RMS export to create a product catalog in Google Sheets – including pictures. Check out: Create a product catalog document using Google Sheets

    alex supported this idea  · 
    alex commented  · 

    hi guys - any updated ETA on this as it's been started for about 10 months now?
    thanks

  2. 56 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under consideration  ·  7 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
    alex commented  · 

    the current price locking feature was never quite what I expected it to be - be good to hear what's planned and whether an update will be going ahead or not

  3. 165 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under consideration  ·  17 comments  ·  Customer Wishlist » General  ·  Flag idea as inappropriate…  ·  Admin →
    alex commented  · 

    any update on when this is likely to be started?

    alex commented  · 

    Can't wait for this feature - such a value adder and will surely make Current stand apart from the rest!

  4. 33 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Customer Wishlist » Document layouts  ·  Flag idea as inappropriate…  ·  Admin →

    You can collate items on your document layouts using our consolidated items code. This brings together all of the same products on an opportunity into one line, useful if accessories are listed more than once under different products.

    An example Consolidated Picking List is attached to this idea. To add to your Current RMS system, save the .txt file from this suggestion and then go to System Setup > Document Layouts in Current. Click the green ‘upload document’ button and browse for the .txt file you saved.

    If you need help with this, contact us at help@current-rms.com and we’ll be happy to assist.

  5. 16 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Customer Wishlist » General  ·  Flag idea as inappropriate…  ·  Admin →

    For those of you looking to save a custom view as the default, this morning we updated the servers so you can do just that :)

    When you select a custom view, choose “Set this view as my default” from the View menu to save it as your default.

  6. 8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  7. 14 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Customer Wishlist » Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
  8. 175 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    26 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  9. 15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Customer Wishlist » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  10. 376 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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?

    alex supported this idea  · 
  11. 471 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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…

  12. 12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  13. 373 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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.

  14. 71 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    12 comments  ·  Customer Wishlist » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  15. 53 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  16. 17 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    Custom fields are a great way to add additional fields to your Current RMS system. For rehearsals, you can add a date picker custom field to your opportunities screen so it’s available to fill in when you’re putting together opportunities.

    Custom fields can be pulled through to document layouts, too.

    Happy to help you set up custom fields, get in touch at help@current-rms.com

    alex commented  · 

    or maybe it's better to allow users to customise their own scheduling as I think different companies have different requirements as well as different preferred names even

  17. 59 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Customer Wishlist » Activities and calendars  ·  Flag idea as inappropriate…  ·  Admin →

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

    Don’t forget the daily summary email contains a handy reminder of any activities due today. Turn it on by heading to your user profile and toggling daily summary email to YES.

  18. 372 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    62 comments  ·  Customer Wishlist » Dashboard  ·  Flag idea as inappropriate…  ·  Admin →

    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

Feedback and Knowledge Base