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.

    288 votes
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    • Digital eSignatures that are integrated in to Current that don't cost over £400 / year from Adobe

      Digital eSignatures that are integrated in to Current that don't cost over £400 / year from Adobe

      14 votes
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        Hi folks,

        Thanks for taking the time to provide us with feedback on our Adobe Sign integration.

        We looked at a range of signing solutions when implementing digital signing in Current RMS. We chose Adobe Sign because it’s the leading, globally recognized solution and was the most popular solution mentioned on our wishlist and in our conversations with customers.

        Compared with other API based signing solutions, Adobe Sign’s Enterprise plan is either similarly priced or cheaper than other solutions that we reviewed. We have taken onboard your feedback regarding price and are communicating with Adobe. We are also looking into other solutions (stipulated below), please let us know if you know of any others that you’d like us to look at.

        When comparing solutions, keep in mind that you’ll need to check the API Integration pricing for each service. Access to the API is required for building an integration.

      • 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.

        34 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.
          :)

          193 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.

          • WordPress / WooCommerce Integration

            We would love to be able to intergrate Current RMS into WooCommerce to enable customers to view, book & pay for equipment online. And have it automatically turn into a quote / order on Current RMS.

            23 votes
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            • Lock order once Prep initiated.

              It would be great to have the ability to lock an order once the warehouse has been given the go ahead to prep. This would stop the Project manager from adding additional items and forces them to actually start a new opportunity within their Project called extras. Things might end up getting missed from the prep if items are added after the picking list is printed. If any one has any suggestions to get around this please let me know, thanks!

              5 votes
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              • 5 votes
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                • Scan Order/Allocation Order by group

                  We often prep large jobs, with multiple sites grouped within the one job to simplify the job for the client, or where we are managing multiple activations. Currently, when we scan something that appears in multiple locations within the job, it will allocate from the top of the list down.
                  It would be great to have a method to specify where I am scanning in the job, possibly with a drop down that selects which group within the opportunity I am working on, as this would allow us to better track which exact items are at which site, and more…

                  6 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.

                    73 votes
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                    • Updating item quantity instead of creating new line

                      When adding items into an opportunity at the moment if I use the picker and add an item that is already in the opportunity it adds a new line for the item, it would be great if it updated the quantity of the item if you are picking into the same group the item is already in.

                      13 votes
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                      • Option to treat serialised Products as bulk products

                        To make things faster in the warehouse it would be great for serialised products to be able to function as a bulk product.

                        For example, cables are all serialised for PAT testing. I do not need to track exactly which cable went on which job so it might be quicker for the warehouse staff to scan a product type barcode placed on the cable rack rather than scan each cable individually.

                        So if picking 10 cables they would scan the product type barcode on the cable rack 10 times.

                        When checking kit in after the job, Current could use a…

                        2 votes
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                          1 comment  ·  Admin →
                        • Delivery Note linked to Booked Out Items Only

                          Delivery Note to only show what has been "booked out" and not everything on the order. Otherwise items that don't leave are being shown as delivered.

                          1 vote
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                            1 comment  ·  Admin →
                          • Show Stock Location on check In/Out screen

                            When checking out jobs it would be really useful for the screen to display the stock location of the items.

                            Ideally if the column was sort able it would mean pickers can efficiently pick from areas of the store.

                            Obviously this is slightly complicated for serialised stock as the stock locations can be stored per items of stock. But if stock hasn't been allocated then the location column could show the 1st 2 (?) locations that the stock lives - if there isn't room on screen then the stock location should be clickable so that it will take you through…

                            6 votes
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                              1 comment  ·  Admin →
                            • add the ability to create packages of multiple Services

                              It would absolutely streamline a large number of Opportunities for me if it was possible to create 'packages' of services in a similar way to how you create packages of products with the 'Accessory' function.

                              For example, we often supply live musicians from a database of freelancers as part of an event. If we had a 'package' within the Services that reflected a typical line-up of musicians, it could be added in one go, and the individual services contained within would all appear in the planner to be resourced. Much quicker than repeatedly adding "Male Vocalist", "Drummer", "Keys Player", "Sound…

                              7 votes
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                              • Cells/rows like quickbooks online instead of "Add a new opportunity item/group"

                                Having to use "Add a new opportunity item/group " for each item is very time-consuming. Instead, I would prefer having empty rows / cells (input text) ready to be filled.

                                Think of the way Quickbooks online works with invoices/quotes.

                                4 votes
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                                • Automatic user Password change for security, password policy options

                                  With all the hacking you hear about in the news, I feel that admins should have the option to enforce a password change policy. This is pretty normal with cloud based systems and would give business owners a feeling that the security of the system was the best it could be. Being able to set the password strenght options would be very useful

                                  3 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.

                                    17 votes
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                                    • Clone Costs Option When Cloning Opportunity

                                      When cloning an opportunity costs are lost and must be re-entered manually. This makes creating multiple revisions of an opportunity time consuming.

                                      My proposal is to replace the current "Are You Sure?" window with a new pop up window that asks "Would you like to Clone Costs?" with the answers 'Yes', 'No', or 'Cancel'.

                                      Yes - Clones Items & Costs
                                      No - Clones Items only
                                      Cancel - Cancels the clone

                                      8 votes
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                                      • Warning screen when Auto-Allocating serialised products

                                        Please add a warning screen that alerts users trying to auto allocate serialised products. We are a hire company, and have encountered issues when kit returns from jobs, due to inexperienced warehouse staff having auto allocated serialised products, mistaking them for bulk items.
                                        While I appreciate that a products stock method is shown in detail view whilst allocating products and that the existing warning when auto allocating pops up, I still think it should not be possible to auto allocate serialised items. Perhaps this works for other customers but could we have the option to switch this on/off?

                                        1 vote
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                                        • Dealing with Shortages

                                          Couple of ideas rolled into one.

                                          Where an order is picked and there are shortages outstanding an option to move those shortages to a new opportunity (similar idea to option to move outstanding items on finalise check in).

                                          Quicker way of booking out an incomplete opportunity, could be as simple as a checkbox with drop down values list with options to select all allocated, all prepared etc...

                                          1 vote
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                                            1 comment  ·  Admin →
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