New agile Rep Version Available for Download

Byagile Administrator

A new version of agile Rep is available for download and contains some great enhancements many of you have asked for!

  • Email Upload from the Project which auto uploads an email launched from a project
  • New Searches added:
    • ALL Projects (regardless of status), and Projects By Status (Previously Bid, To be Bid, No Bid Date or ALL)
    • MY Project Search now includes projects where you are the Follow Up Sales Person, Quote Person, Additional Quote Person, Project Manager, or Rep Contact associated to a customer on the project
    • New MY Orders search to allow you to search for orders where you are assigned as the Project Manager
  • New visibility of additional fields such as Additional Quote and Store # on a project and Project Manager on the Order Header Tab

NOTE: In order to take advantage of the new search options, you must download the new version of agile Rep!

 

EMAIL UPLOAD TO PROJECT12_10_12_1

  • You now have the ability to upload an email that you are creating from within a project in agile Rep.

 

 

 

NEW SEARCH OPTIONS

  • 12_10_12_2New Searches added:
  • ALL Projects (regardless of status), and Projects By Status (Previously Bid, To be Bid, No Bid Date or ALL)
  • MY Project Search now includes projects where you are the Follow Up Sales Person, Quote Person, Additional Quote Person,12_10_12_3 Project Manager, or Rep Contact associated to a customer on the project
  • New MY Orders search to allow you to search for orders where you are assigned as the Project Manager

NEW FIELDS VISIBLE

  • New visibility of Additional Quote Person and Store # on a project
  • New visibility of Project Manager on the Order Header Tab

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