agile Rep…Enhancements You Requested!
A new version of agile Rep is available for download! Download it now to take advantage of the new features including:
- Order Entry Date visibility and search
- Order email address override
- Default Quote email address
- Visibility of Quote Number on Quote Email
ORDER ENTRY DATE
- Did you know that the sequence of the orders presented on the Order Summary screen is by date of most recent activity rather then order entry date? Many of you requested that we add the Order Entry Date on the summary screen so we have added that. Additionally, if you need to find an order by entry day, simply enter the entry date in the search bar to filter the list to orders entered on that date.
ORDER EMAIL ADDRESS OVERRIDE
You can email the office right from an order if you have questions. The email address will default to the person at your agency who entered the order, however if someone different manages the orders after entry and you wish to send the email to that person, you can set the order email default address on the settings tab. Once that is set, the order emails will be sent to that person.
DEFAULT QUOTE EMAIL ADDRESSES
- Are you using the feature to email quotes from your device? Are you picking a customer? If so, you will notice that we will now default the email address to the person(s) marked as the Project Primary contact for that company in Contact Management.
QUOTE NUMBER
- If you submit a quote to agile, the quote number will be displayed on the emailed quote.