Current RMS

System Setup overview

Matthew James Finkel

Emily Karran

Charlotte Price

What’s in System Setup? Learn how to set up your Current RMS system to suit your business.

System Administration

View all of your users, add new accounts, and manage all of them in System Setup > Users.

Add, remove, or manage users

Allow only certain roles to carry out certain inspections

Restrict Inspections by User Role

Use System Setup > Roles & Role Membership to control which users can see, edit, create, and delete.

Restrict access to parts of the system using roles

Set up your Current RMS system so that users can only see quotes and opportunities that they are working on.

How can I stop users from seeing everyone’s opportunities?

Creating Users and managing their user permissions

User and Role Management

Enable approval for quotations, rental agreements, delivery notes, and other opportunity documents.

🎞️ Set up document approval

Current RMS comes with a variety of system lists you can edit, and you can add your own.

Add list of values and manage existing list options

How to set-up using your own emails servers to send Discussions via your domain

Sending Emails using your own Domain

Create your own text boxes, tick boxes, date pickers, and other fields on a variety of screens to store information for your business.

Store additional data by creating custom fields

Go to Company Information, Users, and Stores in System Setup to add all of your company contact information.

Add your logo and update your contact information

Adjust a variety of settings that impact the way your Current RMS system works.

Change a variety of company options in System Preferences

Looking for inspiration for your custom fields? Check out our list of common updates.

Example custom fields

Use imperial or metric units in Current. Make the switch in System Preferences.

How can I change my units of measurement?

Use Current RMS in Czech, French, German, Hungarian, and Spanish. If using English, you may choose US English or Commonwealth English.

Set your language for Current RMS

Making CurrentRMS your own with further customisation of custom fields and Document layouts

System Customisation

Learn what each of the documents in Current RMS is used for.

What are each of the documents for?

The limitations of document layouts and how to workaround them.

Document Layout Best Practices

Default documents to upload into your system.

Default Documents (Opportunity)

Choose which documents you’d like to use and customize they way they look.

Add, manage, and customize document layouts

Default Documents (Invoice)

Let us make changes to your documents for you.

Document Modification Request

How to reset your document back to the Default layout

Reset Documents back to Default

Current provides a range of beautiful document layouts for all different stages of the rental cycle. Learn how to customize them here.

Document layouts

Use our suite of configurable document layouts to make changes to your documentation with no coding required.

Make basic changes to document layouts

Clone our documents or create new ones to make advanced layout and style changes.

Make advanced changes using HTML, CSS, and Liquid syntax

Use French, German, Spanish, or other languages in your quotations, invoices, rental agreements and other documents by translating them.

Translate your document layouts

Export layouts to send them to the Current RMS team and upload ones that we've sent you.

Export and upload document layouts

Automatically merge additional PDFs at the end of quotations, rental agreements, and invoices generated.

🎞️ Add terms and conditions to documents

Is your business social? Insert social media buttons into your documents so your customers can find you online.

Add social media links and icons to your documents

Customise your PDF file names to help identify your documents

Choose your PDF download names

Use Liquid syntax to hide products, services, or groups on your document layouts with criteria that you choose.

Hide items or groups on your documents

Customize your document layouts

Liquid syntax allows you to dynamically place content in document layouts and discussion templates

An introduction to Liquid syntax

Tags create the logic and control flow for templates. They are denoted by curly braces and percent signs: {% and %}.

Liquid tags

Filters change the output of a Liquid object. They are used within an output and are separated by a pipe character.

Liquid filters

Objects, or output markup (which may resolve to text) are surrounded by matched pairs of curly brackets.

Liquid objects

Liquid syntax documentation

Company object

Organization object

Contact object

Venue object

User object

Current user

Owner user

Activity object

Vehicle object

Invoice object

Invoice item object

Invoice tax object

Project object

Opportunity (order) object

Opportunity cost object

Opportunity item surcharge object

Opportunity item object

Opportunity item asset object

Charging period object

Product object

Product accessories object

Stock level object

Address object

Service object

Liquid syntax objects

Use the document layout field name to add your own custom fields to your quotes and orders.

Use custom fields in document layouts

Use PayPal’s HTML buttons on our document layouts to provide a link for your customers to pay invoices.

Add a PayPal button to your invoices

Advanced tutorials

Extend Current RMS by integrating with other services, such as Xero, QuickBooks Online, Sage, MailChimp, WooCommerce, Adobe Sign, and more.

Configure and manage integrations with other services

Use CSV spreadsheets to create data en masse and extract data from your Current RMS system.

Import and export data

Javascript is required to use Current RMS. Our guide runs through how to turn on Javascript in different browsers.

How do I enable Javascript?

Add your company information in Company Information and Stores.

How do I upload my logo and add my address to document layouts?

Use Reports to see information about your assets, customers, and revenue for the lifetime of your system.

Reports

Questions answered about using Current and the EU general Data Protection Regulation legislation.

Current RMS and GDPR

Finding, downloading and what the different reports do

Reporting

An introduction to importing data

Aaron Whiley

Create data en masse or bring data in from other solutions.

Best practices for using our import data tool, including which apps to use and how to get a feel for the process.

General pointers for importing data

Update multiple records at once by exporting to CSV, making changes, then re-importing.

Amend data via export and import

Bring data from other software into Current RMS.

Import from another solution

Some data depends on other data having been created.

What order should I import data?

Get started

Import a product with rates, stock levels, supplier costs, accessories, and serialized containers.

Import a complete product

Use software like PATGuard or Powersuite? Export inspection results

Import Testing & Inspection results

Complete guides

Start the import process, map columns on your template to fields in Current, and work with your import results.

Import data

Get data out of Current as CSV files using System Setup > Export Data

Export data

Import and export screens

Organization import templates - YouTube video

Product and Stock Level import templates - YouTube Video

Use our example import files as a guide on how to format your data.

Example import files

A list of all of the column headings for importing and exporting data.

Import data column headings

Template column headings

Find answers and get help from Intercom Support and Community Experts

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