Request For Claim RFWD Enhancement (03/20/2024)
Agile Request for Claim now includes a field showcasing an RFWD if it is associated with an order.
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OM Dashboard Enhancements! Don’t miss this blog!
ByChristi
Recent enhancements have been made to the Order Management dashboard allowing you to access important order information right on the dashboard without having to open the order. You won’t want to miss out learning more about these streamlining enhancements which include the ability to:
- View notes that are attached to orders right from the dashboard
- View documents that are attached to orders right from the dashboard
- Quickly search for orders by a variety of information right from the dashboard
- Determine the overall shipment status of an order right on the dashboard
Agile OM enhancement for Produce and Ship Complete orders
Agile OM has been updated to notify the user during order placement if there are lines with lead times greater than 20 days when the Produce & Ship Complete instruction is also applied. For more info please read the full blog post!
Presenting Non-ABL Enhancements for OM!
ByChristi
We’ve listened to your feedback on how you would like for the Alt Ship To, Ship To, and Sold To addresses to work for your Non-ABL orders. With the latest release, we’ve addressed your wishes! We’ve also tackled an improvement to the multiple line edit feature that we think you’ll appreciate. Here is a breakdown of the latest enhancements:
- An “Alternate Ship To” address is now available for Non-ABL hold orders and orders
- Electrical and general contractor addresses associated to the order are pre-populated in the “Ship To” dropdown
- The “Sold To” address and electrical and general contractor addresses available in the Alt Ship To dropdown
- “Copy down” is now available for the Multi-Edit tool for Non-ABL orders
Administration | Contact Management | General Information | Orders | Projects | Request for Assistance (RFA) | Request for Definition (RFD) | Request for Warranty Deviation (RFWD) | Uncategorized | WQ 2.0
New Document Upload Website…no longer dependent on ActiveX Controls/agile Webtools
ByKathleen
We are excited to report that the document upload functionality which uses the ActiveX controls aka agile webtools has been replaced with a new website implementation. The document upload was replaced due to outdated technology and possible disruptions from time to time due to Microsoft patches. Switching to a website to perform the document uploads…
New Releases for AGILE RFC (Request for Claim) and Labor Processes
As we strive to enhance your customer experience and explore opportunities to improve our processes, we are excited about the following updates effective June 6, 2016: Implementation of 2-way communication between Post Sales and AGILE RFC applications Launching a new Contractor Payment Center A significant change will be made in the way we communicate claims…
New Claim Request Search Functionality
The Agile Claim Request application now includes a new search feature. This functionality is easy to use and will assist agents in locating previously submitted claim requests on their dashboards.