Josh B

My feedback

  1. 116 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    9 comments  ·  Customer Wishlist » General  ·  Flag idea as inappropriate…  ·  Admin →
    Josh B commented  · 

    Agree completely, I would love to restrict service allocation and asset allocation per role.

  2. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Customer Wishlist » Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    Interesting idea – thanks for taking the time to post.

    Opportunity data is very complex; there’s attributes against the opportunity itself, but also related product, service, asset, bookable resource, cost, and invoice records to think about too. 😓

    It’d be a fair amount of work to implement, so it’d be really interesting to hear people’s thoughts.

    Josh B supported this idea  · 
  3. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Wishlist » Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
    Josh B shared this idea  · 
  4. 474 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…

    Josh B commented  · 

    I want to be able to run a report that will show me what asset, the serial number if it is serialized, and what order it is checked out for, or if it is still available. This would be for doing inventory and making sure that everything is accurate with what the system claims we have.

    EX:

    50 laptops with x serials are out on order 123456 and due back on december 10th, we have 100 laptops total.

    The report would show a breakdown of the serial numbers and where they are/what order and what project they are part of.

    It would be nice to also be able to use a date range to see where serials were x days or months ago as well.

    Josh B supported this idea  · 
  5. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customer Wishlist » Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
    Josh B supported this idea  · 
    Josh B shared this idea  · 

Feedback and Knowledge Base