agile is equipped to assist you with an important step of the sales process, the follow-up. Whether the follow-up is on a bid, confirming specifications, customer inquiry, or any other type of follow-up, agile can incorporate this critical step. Watch the following short 7 minute video for a quick introduction and walkthrough of the follow-up capabilities in agile.
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Have you ever wondered why you cannot see the status of an order from the dashboard?
In preparation for further changes later this year, the issue that was causing an error to generate when attempting to make edits to a Project directly from the Grid View of Bid Board or the Dashboard of Project Container has been addressed.
A new version of agile Quotes (1.5.13.0) has been deployed to Production. Highlights of this release include: Deducts (ability to enter in negative quantities) Cross-Quote Copy/Paste functionality “Clipboard” output customization Several additional enhancements and bug fixes WHAT’S NEW? Deducts: You now have the ability to enter negative quantities in agile Quotes. Please note that…
You can now subscribe to an order to receive shipment notifications at order placement time! On the Place Order Screen, simply click the notifications icon to subscribe. Remember, you can subscribe for yourself by selecting the Shipment Notifications option in the dropdown, or your can subscribe for other agency co-workers, including yourself, by selecting the Shipment Notifications…
You may have noticed by now that agile Product Search looks a little different. In addition to updating the look of Product Search we introduced some significant performance improvements as well as some new functionality like: Visibility of product details, pricing, availability, lead times, and specification sheets on a single product details page Master Line…
The new fields that were added to the General Tab of Project Container on 10/15/24 have now been integrated into the Project Container Dashboard allowing for increased data accessibility, including edit and export capabilities. To add these new fields to an existing custom layout, navigate to the Project Container dashboard, ensure your desired custom layout…