Customer Wishlist

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  1. Free scan items in / global check-in screen

    I would like to see a function where we could free scan items in from opportunities. We constantly have multiple shows coming back at the same time and have shows that have multiple orders on them that tend to get mixed up on site. It can be quite a hassle to go to from one opportunity to the next trying to figure out where certain items came from. It would be nice if an item was just free scanned in and was automatically checked in from whichever opportunity it was on.

    185 votes
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    • Version numbers on quotes

      I'd really like to see version numbers appear on updated quotes. This helps the customer when they've ammended several times. When discussing they can state the version number such as quote #123 version 2. Or quote #123.2, #123.3 etc.
      This is standard on a lot of other platforms and is very helpful during negotiation prior to confirmation.
      It would also be useful to revert an order to a quote. As people change their minds a lot.
      :)

      145 votes
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        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.

      • Calendar Improvements

        The integration of the Resource Planner and Activities Calendar is great and being able to add more than one person to an Activity and have the ability to show it in the Resource Planner is very handy for us. However there are a few improvements that I think would be welcomed:
        1: Ability to schedule reoccurring appointments - e.g. we have a weekly managers meeting and have to put each one in separately but it always happens at the same time/day every week. Having the ability to auto schedule this forever/until specified date would be great. Keeping all Participants in…

        75 votes
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        • Customized user access - configure exactly what users can see

          I would like to be able to customize exactly what a user can and can not see of the system. For example, I want my technicians to see all of the job information, equipment, client contact info etc, for the jobs they are allocated to, but I do not want them to see the entire list of opportunities (drafts, quotes, projects). A much more detailed breakdown of user access permissions would really be helpful.

          11 votes
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          • Projects numbered as default, opportunities to have sub identifiers

            It would be useful if projects were numbered as default and the opportunities created within the project had sub identifiers. It becomes confusing for accounts and logistics when there are multiple different job numbers within a project due to a variety of opportunities created all being allocated their own unique identifiers. It would be useful if the project carried the "parent" identifier and all the opportunities carried the "parent" plus a unique suffix.

            The system could work in the following way - Quote Created (Job number allocated - JB0666). Quote Accepted. Quote Confirmed as Order and converted to project. (JB0666).…

            15 votes
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              Thanks for posting, we’ll monitor the number of votes here.

              In the meantime, using an auto-number custom field against your project might help here.

              An auto-number counts up each time you create a new record. You could set up a custom field called “Project Number” or something similar as an auto-number and Current RMS will count up each time you create a new project. As with most custom fields, we can display this custom field on any project documents generated.

              Happy to help you get set up with this or modify your docs — just email us at help@current-rms.com or use the green help bubble in-app.

            • In House Live Chat For Our Departments

              In House Live Chat For Quick Easy Question To Departments

              - Our warehouse team are not allowed to sit on the computer through out the day, There is a big plasma on our wall of which they work from and use for packaging and notes. Should we send them a discussion or Activity they may not see it for up to 20 minuets sometimes longer.

              When asking a simple question to our warehouse team from the office for example stock levels, General tasks it would be nice to have a live chat like we have when talking to your staff.

              14 votes
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              • Instantly add an opportunities 'participants' to a new discussion

                A simple one really. It would be handy if I was able to start a new discussion in an opportunity and all the 'participants' in that opportunity were instantly added to the list of participants to be included in the new discussion (similar i suppose to the 'reply all' option offered by most email providers). It would be much quicker to delete those you wish not to involve than it would be to manually add each individually, especially if there are to be many recipients. This would also encourage users to add new contacts, etc, to the opportunity's list of…

                6 votes
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                  1 comment  ·  Admin →
                • Combined Job Planner & Resource Planner Calendar View

                  A combined Job and Resource calendar view would be extremely useful so that we can have a large screen in the warehouse displaying a 'Full Screen' browser window of this calendar so that all the warehouse staff / technicians and freelancers (who don't all have Current RMS login ID's) can see jobs coming up that need prepping or which jobs they have been allocated on etc.
                  So a modification to the present 'Job Planner' Page which has a toggle to auto-size fill the height of the screen with every job (within the date range selected - week/month etc)
                  In addition…

                  8 votes
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                  • Book out container

                    So you've got a Cable Trunk that is barcoded CT001

                    You assign that as the container as you scan all the cables in to it.

                    When it comes to 'Book Out' I have to rescan all those cables...what a pain!

                    I'd like to just scan the case barcode and everything in that container is scanned out of the warehouse.

                    19 votes
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                    • Show booked out reference on stock level screen

                      Add a column on item stock levels screen to show the opportunity number that a serialized item is booked out onto.

                      Or even have the location column display the opportunity number when an item has been booked onto an opportunity.

                      4 votes
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                        1 comment  ·  Admin →
                      • Delivery Cost plus Van Hire Cost

                        Hi, it would be good for us to have the option to add a Distance Charge and a Van Hire Charge to a Job without having to Calculate the millage and the Van hire.
                        If there could be a tab that say allocates £60 per Day for a Van Hire that you can select and the millage is done at the rate agreed on Current that adds this on.

                        1 vote
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                          1 comment  ·  Admin →
                        • group costs

                          In the same way that we can group items in an opportunity. I would like to be able to group the costs.

                          2 votes
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                          • Add opportunity attachments to document layouts

                            It would be fantastic to have the option to attachment images to an opportunity that could then be added to a document layout such a quotation or run sheet. This way we could put site photos or event CAD designs into the quote rather than send them as an attachment.

                            From a sales point this would enchance our proposals and from a logistics point the run sheets we send our suppliers would be much more detailed with site photos.

                            9 votes
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                            • Add cart to existing opportunity

                              I find searching for Products is way easier on the product page using the tags than using the show picker. This is great for starting a quotation, but would be way more useful if you could add to an existing opportunity.

                              7 votes
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                              • Option to hide services in the resource planner

                                We have some services that we would never need to view on a resource planner. For example, unlimited prints on our PhotoBooths, That doesn't need to be assigned etc.

                                Would be great to have a toggle on a service when you create it, to say "Not Viewable in Resource Planner"

                                1 vote
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                                  1 comment  ·  Admin →
                                • Projects on job planner

                                  It would be great to have an option to allow you to have a project name show once on the job planner, rather than seeing every opportunity detailed separately within that project

                                  10 votes
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                                    1 comment  ·  Admin →
                                  • Increased Transfer Frequency

                                    I would like to transfer assets more frequently than daily. At this time, I am only able to transfer an asset once per day. This affects availability if I push to transfer an asset day after day into the future. I would prefer to be able to transfer assets at any time, and have the status history show timestamps of these transfers, in real time.

                                    12 votes
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                                    • Mark items as prepared also auto prepares all accessories

                                      We use the prepare to say the items are loaded onto the ruck with one person checking items off by changing from allocated to prepared. Instead of clicking on each package then on each accessory to convert them why not just convert the main item and that auto prepares all the accessories it has. For this to work we would also need to be able to split the bulk items to be able to prepare batches at a time( at the moment I have 5 boxes that contain 6 led Uplighters. As the main package is a bulk item that…

                                      4 votes
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                                      • Add existing opportunity to project from project screen

                                        When I've created a Project, it would be great to have the option to "add existing opportunity" to the list of opportunities, with a search box (like the find by asset) that pops up and allows you to search.

                                        4 votes
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                                        • Change the shortage range date for the dashboard widget

                                          See the upcoming shortages is very handy however we often have opportunities that are 12 months or more away which show a sale stock shortage. We don't need to know about this until a couple of months before as there is no point holding extra sales stock for something that's happening a year away.

                                          So it would be good to toggle the shortage range on the dashboard to show for example what's short in the next 2 months.

                                          I did think about asking for a toggle on/off for sale items like the services but this is just going to lead…

                                          13 votes
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