116 votesJosh B commented
Agree completely, I would love to restrict service allocation and asset allocation per role.
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.
Our latest update to Current enhances the Reporting functionality so that now you can filter by date. Simply use the “Date Range” box at the top of the reports.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.
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.