Projects and Products now available in agile Mobile

We are pleased to announce that we have added Project functionality to the agile mobile application.

Now when you log in, you will see a Projects tab on your main screen.When you click on it, you will have the ability to see:

• Last 50 or Last 100 Projects updated
• My Projects where you have created the Project, are the Quoter, Additional Quoter or Follow Up Salesperson
• Recent and Favorites – your last 20 recently opened projects or projects you have marked as favorites

When you open a project, you will be able to see the General project information, associated contacts on the project, notes, documents, activities, and limited order detail.

Selecting the General link will display the details available on the General tab in Project Container, including the Location, Elements and Status.

We have also introduced the Products tab. When you search for a product, the icons will show you if the product is LightQuick, Clearance, or Non-stock.

Opening the record, you can see:

• the product details
• where the product is stocked and the quantity available
• pricing of Target, Recommended and Maximum Split price points
• a PDF link to the spec sheet
• 

Future versions of the Products tab will include agency and customer standing quote pricing