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.

    362 votes
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      planned  ·  39 comments  ·  Admin →
    • 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

      16 votes
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        We’ve broadened our Online Quotation Approval feature so that all opportunity documents can be set up for approval! This means that you can turn it on for delivery notes, rental agreements, collection notes, and other opportunity documents.

        As part of this, you can now enable simple signature capture for approved documents!

        This is designed primarily for capturing proof of delivery or collection. You might like to use it for signing quotations and rental agreements, but keep in mind that, unlike Adobe Sign, the signatures captured are not legally binding.

        Thanks for all of your feedback on legally binding signing services, we’re looking into an integration with Signable.

      • 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.

        57 votes
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        • Automatic update of resources

          When changing job times, a toggle field to update the crew, vehicles, transport etc automatically with the new timings

          10 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…

            12 votes
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            • 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.

              39 votes
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              • 10 votes
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                • Provide cancelation reason when canceling opportunities

                  When marking opportunities as lost or dead a drop down menu would be helpful so that a reason can be given. This will help the sales manager collect the data without having to ask each member of the team.

                  6 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.
                    :)

                    233 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.

                    • 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…

                      19 votes
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                        1 comment  ·  Admin →
                      • Add Jobs to be invoiced to the Dashboard

                        Invoicing Reminder on Dashboard - shows any opportunities (including those with status of completed) where revenue is greater than zero and where either there are no invoices or the revenue amount is greater than the sum of the entered invoices.

                        2 votes
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                        • Check availability for scanned assets from the time of scan not start of opportunity

                          We often have kit coming back in and then going back out again quickly. If the dates/times of the return/checkout overlap they assets cant be scanned out.

                          When scanning an asset to allocated/prep/book out it should check from the time of the scan not the start of the job IF the start of the job is in the past.

                          7 votes
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                          • Custom sounds on different scan results

                            Currently one sounds plays when there is a successful scan and another broken glass sound plays when there is an unsuccessful scan, but this could be for a number of different reasons. Sometimes when scanning a large number of items in it can be easy to loose track of what has been scanned. It would be great to be able to allocate custom sounds to various scan results. For example an item that has already been scanned into an opportunity would have a different sound from an item that is not in the booking and it would save having to…

                            13 votes
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                              1 comment  ·  Integrations  ·  Admin →
                            • Global QR Codes

                              At the moment we can only produce QR codes with the full URL of an asset.

                              It would be good to have much greater use of QR codes. Two examples that would be great for us would be:

                              1 - Asset Numbers (take up less space than the long 128 1D codes)
                              2 - Document Approval URLs (QRcode on printed delivery note or flightcase packing label could take you to the current live document)

                              9 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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                                • on stop

                                  Hi.
                                  Would it be possible for an account that is "on stop" or listed as "cash customer" to be flagged up at quotation stage or on converting to an order / before converting to invoice in a little pop up box to state the customer is to pay in advance or is on stop? As at the moment the only way to tell (it seems) is to dig into the customer information?

                                  1 vote
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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…

                                    4 votes
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                                      1 comment  ·  Admin →
                                    • Have differnent colors for different stages of an order

                                      I know there are different colors for pre-order stages and complete, but I would love to see different colors for orders that are booked out and checked in. This would help to keep track when you have multiple orders on the same day.

                                      3 votes
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                                      • Show projects in organisation view

                                        When I click through to a client (Organisation) or Venue (Venue) I can see a nice list of Opportunities that are linked to them. It would be great if just below this list we could have a list of Projects that are similarly linked.

                                        0 votes
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                                        • Square Eftpos Intergration

                                          Would be amazing to be able to intergrate with Square, so that you could click a pay button on the order and it link to Square similar how it does to Xero, with pre populating the invoice data and costs.

                                          0 votes
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                                            0 comments  ·  API  ·  Admin →
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