Andy Collins

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  1. 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…

    Andy Collins commented  · 

    Currently the reports pull from invoiced jobs, i really need them to be able to pull from opportunities as we run our own events as well as supply for other people, so on my own events i do not invoice myself for the job but i need to know how much the equipment is being used.

    I would like to see a way of creating and saving our own custom report templates, so you can run the same report whenever you want and just change the dates on them.

    Andy Collins supported this idea  · 
  2. 430 votes
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    45 comments  ·  Customer Wishlist » Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →

    Testing and maintenance has been on our roadmap for some time and we know how important it is to rental businesses.

    As well as being popular on our wishlist, it’s really popular across our customer channels so it’s something that we’re making a priority this year.

    We’d love to hear your thoughts on what you’d like from a testing module and how you’d like it to work. Please do keep commenting – it’s really useful for us!

    I’ll post back as soon as I’ve any news to share. We’re excited to start work on this in due time.

    Remember you can use custom fields to store testing information against your stock levels in Current and even pull through this information to opportunity documents. We’ve put together a guide that runs through how this works, check out: Record PAT or other equipment test results

    Andy Collins supported this idea  · 
    Andy Collins commented  · 

    We are constantly being asked by hotels and local authorities for test certs for equipment being used on jobs, we have thousands of products and everytime we get asked it takes forever for us to get every test cert for each of the products together.

    I was wondering if there was a possibility of being able to have a section for PAT test certs and other certs that would be needed for each product, so that when you compile a quote you can click a different button and it would produce a table of each product on that job with the dates and details of the relevant test certs. We currently have been uploading the certs as an attachment but everytime we do a job we need to download each document and send them, where as this would allow you to do this with a click of a button.

    As an add on to this if you could put test dates on each item which then gave you notifications of when it is about to run out of test then that would also be a massive help.

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