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Major Improvement is Here!

ByLinda

Don’t miss this blog otherwise you may be in for a surprise when you go to the Contacts Tab of a Project or Order! We are excited to provide a new and much improved way to add companies and contacts to your projects, mark the specifier and customer who won the job and manage relationships between your distributors and contractors….all on one screen with a much improved user interface.

You no longer have to know a company’s classification in order to add them to a project but more importantly, you do not need to click click click click and click to get your company, company contact and rep contact added to the project.

Just choose to associate a new company and start typing the company name….you will see what happens next!

For detailed instructions, click here or see the Shared Contacts User Guide under the agile Category on the agile Help Tab or watch the video below on this new interface…you will be glad you did! (Don’t see the video? Click here to view video in a new window.)

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Your Order has Shipped! Your Order has been Delivered!

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Agile Order Management updates!

Byagile Administrator

Beginning on Tuesday 11/28 the below changes will take effect in the Agile OM application:

  • Same Day flag will be automatically selected on hold orders containing stock product.
  • Prompt during order placement for lines containing Control product(LC&D, Sensor Switch, Synergy, etc) if the color option is currently set to XX in the description

See below for more details…..

Staged Project option now available in Agile OM

Byagile Administrator

As you work to achieve balance in your business model, many of you have expressed interest in improved reporting so you can more effectively understand true distributor stock vs Staged projects (ship and store).  We’ve heard your feedback and in response we’ve made a system change which will allow us to begin building the foundation for future reporting enhancements.  Click below to read the full details in our latest blog!

 

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