Project Container Release Notes (4/21/22)
On Thursday, April 21st we released a new version of Project Container which included the following change:
- Addressed an issue which was causing an error on the Post Sales tab for select projects
Similar Posts
Credit and Invoice Viewer Enhancement!
ByLisa
Check out this new enhancement which will enhance your ability to quickly determine if a credit memo has been issued.
We have added the ability to search for credit memos (or invoices) by date range. You can further narrow your search by selecting a specific customer in addition to a date range for quick retrieval.
New “Stop Sale Return” Return Type in Agile Returns
ByGlenton
With the latest release of Agile Returns, we have added a new Return Type called “Stop Sale Return”. Please click below to read the full details in the blog post.
Project Container Release Notes (06/22/22)
ByMichael
This morning a new version of Project Container was deployed. This release includes the following: Addressed an issue where the Territory/Order Rep and Spec Rep fields on Accepted Specification Registrations were incorrectly becoming editable once the Project was in Hold Order or Order Phase Addressed an issue where approval buttons on Accepted Specification Registrations were…
Following Through with Follow-Ups
ByLinda
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…
Integration of New Project Scope Field in Project Printout (12/11/24)
ByDanielle
The new Project Scope field that was added to the General Tab of Project Container on 10/15/24 has been incorporated into the Project printout, making it even easier to share this information internally. It will automatically display on the first page of the printout when the Print Project Container Print Option is selected.
STAR Elimination and Replacement!
ByLinda
Are you using the STAR application today to register for specification credit? If so…you will want to read this blog! We have incorporated the functionality to register for specification credit into Project Container! This new functionality will replace the STAR application. Training on the new process will be held on May 15th & 16th ….