Current RMS Guides & Customer Wishlist

Hello! Welcome to our Guides & Customer Wishlist. If your question isn't answered here, contact a friendly Product Specialist by emailing help@current-rms.com. Don't forget, you can always click the green help bubble at the bottom-right of each page of your Current RMS system to start a conversation with us.

Knowledge Base

  1. Getting Started 

    1. Welcome to Current RMS
    2. Getting started
    3. Dashboard
    4. Tag Cloud
    5. Discussions
  2. People & Organisations 

    1. People & Organisations
    2. View a contact or organisation
    3. Create a contact or organisation
    4. Set up venues
    5. Make a contact, user, or venue a bookable resource
  3. Opportunities 

    1. Opportunities
    2. Create or amend an opportunity
    3. Use the shopping cart to quickly create a draft
    4. Add products to an opportunity
    5. Add services like crew or transport to an opportunity
  4. Projects 

    1. Projects
    2. Creating and Amending a Project
    3. Invoice a project
    4. Project Actions
  5. Invoices & Credits 

    1. Invoices & Credits
    2. Get an overview of your invoices & credits
    3. View an invoice or credit
    4. Create an invoice from an opportunity or project
    5. Create part or percentage invoices for deposits or other part payments
  6. Products 

    1. Products
    2. Create or amend a product
    3. Product Actions
    4. How to Tag Your Products
    5. Stock Levels
  7. Services & Vehicles 

    1. Services
    2. View a service
    3. View a vehicle
    4. Create services for crew, transport, room bookings, and other charges
    5. Add vehicles
  8. Availability & Resource Planner 

    1. Availability
    2. Resource Planner
    3. Change your availability period
    4. Allocate crew members, vehicles, or venues using the Resource Planner
  9. Quarantine 

    1. Quarantine
    2. Creating a Quarantine Job
    3. Quarantine Actions
    4. Sub Rent Products in Quarantine
  10. Activities 

    1. Activities
    2. Create & amend an activity
    3. Record a period of unavailability for your bookable resources
    4. Activity Actions
    5. Calendars
  11. Reports 

    1. Reports
  12. Favourites 

    1. Favourites
  13. System Setup 

    1. Preferences
    2. Users
    3. Roles & Role Membership
    4. Custom Fields
    5. List of Values
  14. Rental Charging 

    1. Daily Multiplier and Factor Rate Engine
    2. Daily Rate Engine
    3. Fixed Rate and Subs Days Engine
    4. Fixed Rate Engine
    5. Hourly Multiplier and Factor Rate Engine
  15. Importing & Exporting Data 

    1. Getting Ready for Data Import
    2. Importing Data
    3. Exporting Data
    4. Example Import Files
    5. Product Import File
  16. Document Layouts 

    1. How does the document layout modification service work?
    2. Document Layouts
    3. Liquid Syntax
    4. Company Object
    5. Organisation Object
  17. Integrations 

    1. Configuring the Xero Integration
    2. Linking an organisation to a Xero contact
    3. Add a link in Xero from a Contact to a Current Organisation
    4. Posting an Invoice or Credit to Xero
    5. Take payment (Xero)
  18. FAQs 

    1. What is the difference between Organisations and Contacts?
    2. Can I add discounts to my products/opportunities?
    3. Can I use Current when I'm out of the office?
    4. What are tags used for?
    5. Can I set up sub-product groups in Current?
  19. Troubleshooting 

    1. Why won't my tags save?
    2. Why does my product show as having zero (or negative) stock available?
    3. Why can't I add an item to an opportunity?
    4. How do I finalise a sales-only opportunity?
    5. Why doesn't my invoice have a number?
  20. All articles 

    1. What is the difference between Organisations and Contacts?
    2. Daily Multiplier and Factor Rate Engine
    3. Preferences
    4. Activities
    5. Availability
    178 articles 

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