RFA New Attic Stock and Technical Documentation Requests (8/13/26)
Two new request types have been added to RFA that will make it easier to get the information you need from the Architectural Technical Sales team (ATS):
-
-
ADC Now Includes Straight Bill of Ladings (6/18/26)
In addition to standard Bills of Lading, ADC now also includes Straight Bills of Lading, generated when multiple orders are shipped together on a single delivery. This enhancement provides improved visibility into consolidated shipments, helping customers track deliveries and reconcile orders more efficiently.
-
RFA Now Includes M3 / HOLOBEAM Sports Lighting Controls Startup (6/17/26)
Agents are now able to enter controls startup requests for M3 / HOLOBEAM sports lighting using the RFA tool. Upon completion of the sports lighting system installation, navigate to the Post-Installation RFA request type and select one of the below options. You will then see the Sports Lighting M3 / HOLOBEAM in the production selection…
-
Document Look-up Tool Added to Agile Home and Product Search (1/26/2026)
The document look-up tool is a newly introduced feature designed to streamline access to product information, making it faster and easier to: The look-up tool was introduced on AcuityBrands.com in March and ADC / Product Search in August and is now available on: Agile Home Page: Agile Product Search: The look-up tool will launch in…
-
ADC Ordering Enhanced to Include NB4 and Mark As (12/3/25)
Customers who use ADC’s Product Search to place orders now have additional fields that they can include to help better define their order requirements. The following fields have been added:
-
New ADC Catalog is Now Live (10/13/25)
As a reminder, the new ADC Catalog is now in production! Agency Training: Distributor Training: Here’s what you can expect from the new catalog: A Few Changes to Note: Contact TheADCTeam@acuitybrands.com if you have any questions or if you are in need of technical assistance.
-
Discover the New ADC Digital Catalog on October 13
Designed with usability and flexibility in mind, this upgraded catalog experience replaces the current “My Catalog” and brings a host of powerful new features to help you work smarter and faster. What’s New? Here’s what you can expect from the new catalog: A Few Changes to Note: Training: We are offering two Acuity Academy training…
-
Document Look-up Tool Added to ADC (8/21/2025)
The document look-up tool is a newly introduced feature designed to streamlines access to product information, making it faster and easier for your customers to: The look-up tool was introduced on AcuityBrands.com in March and is now available on:ADC Home Page: ADC’s Product Search Coming Soon!The Document Look-up icon will be added to Agile homepage…
-
Quickly Find New Products Using the New Products Awareness Icon (July 29,2025)
A new icon as been added to Agile Home, Product Search and ADC that will launch to the new products landing page on acuitybrands.com. This new site is intended to bring awareness and make it easier to find new products that have been introduced within the last 12 – 18 months. It also supports demand…
-
Reminder to Register for Agile Webinars (3/14/2025)
Ensure you reserve your spot and don’t miss out on these valuable learning opportunities! NOTE: Please note that some of the webinars listed above have been offered in previous quarters. If you have already attended these webinars, the content will be repeated. Keep this in mind when registering. To register, click HERE to navigate to…
-
Pick the Start Date for Non ABL Order Status Visibility (2/13/25)
Sharing non-ABL order visibility in ADC enables customers to self-service for updates and tracking information. The ability to add a start date for non-ABL order visibility will alleviate agency concerns about historical orders that may have been entered with exposed overage. If an agent enters overage or commission on a REG line category, this will…
-
RFA Additions for Luminis and Juno (1/28/25)
Two new product options have been added to the following Request for Assistance (RFA) categories:
-
ADC Out of Territory Orders Now Allowed if $1K or Less (12/10/2024)
Distributors can now place ADC Product Search orders that are shipping out of their agent’s territory as long as the amount of the order is $1,000 or less. Orders larger than $1,000 are still not allowed and will require the distributor contact their agent for placement. This change will reduce the frequency of distributors having…
-
Changes to Design Services (12/2/2024)
Starting on December 1st, certain RFA requests will become paid services and will require that an order be placed for the service charge before the RFA will be completed. These RFAs will have an informational message at the top of the request and you will be required to check the box to acknowledge that you…
-
ADC Product Search Clarification on How to Order Design Select Regional Products (11/7/2024)
Distributors are often confused about how to place orders for Design Select Regional products that are produced at the Regional Manufacturing Centers (RMC). According to Acuity policy, any orders for products that are to be produced at the RMC must be entered by the agent in Agile Order Management and cannot be placed by Distributors…
-
12/9/24 Pricing Increase: Future Pricing Now Visible in ADC (11/5/2024)
As of Tuesday, November 5th, the ability to print future pricing has been turned on in Acuity Distributor Center (ADC) to support the upcoming price increase on December 9th. This feature will be available until the new pricing effective date. After that date, you will see the updated pricing as the current price. After logging…
-
Send Agile Quick Quotes to your Customers from Product Search (10/3/2024)
As a reminder, Product Search users with the Agency Quick Quote role can create Agile Quotes and email them directly to customers from within the Product Search application. Simply create a basket of products by adding them to a cart, then click the Quote button, select your email attributes and click Submit. An Agile Quick…
-
ADC Orders Now Display Name/Email in Agile OM (8/22/24)
Have you ever needed to contact the person who entered an order via ADC Product Search but had trouble interpreting their user id? Now, it is required that the distributor enter their name and email with each ADC order. To make it easy for the distributor, ADC will remember the user’s last entry and auto…
-
New Contractor Select Tab in Product Search (8/19/24)
A new tab has been added to Product Search to make it easy to find all the Contractor Select products and check pricing and availability. If you would like to export this list, you can click on the ellipsis menu in the upper right and select, “Export Current View”. This visibility helps reinforce the Contractor…
-
Product Search In Transit Accuracy Improvements (6/12/24)
With the latest deployment of Product Search, the in transit values have been updated to remove any quantities already committed to orders. Additionally, the field has been renamed to Net In Transit to better describe the values that are displayed. This change will greatly improve the accuracy of the data and strengthen the confidence agents…
-
ADC – Order Status PDF and Icon Enhancements (6/3/24)
We have updated several of the icons in ADC to better reflect their functionality. Additionally, the location of the Order Status PDF email and the Excel Export icons have been relocated to the main toolbar in upper right corner. Summary of the changes:
-
Product Search Enhancements to the Cart (5/30/2024)
Recent enhancements to the Product Search application include the following:
-
Recent ADC Enhancements (5/30/24)
We recently deployed some enhancements that will improve your customer’s experience with ADC:
-
ADC Enhancement, Product Classification Icons Now Visible in the Cart (3/7/24)
Distributors will now be able to see the product classification icons for all of the items in their ADC / Product Search cart. These icons are the same icons that are displayed in the Product Search results dashboard and will help with quickly identifying which products are part of an Acuity Brands program, such as…
-
RFA Updated with Atrius Locator, Wayfinder and IOTA Connected STAR Gateway (2/29/2024)
Atrius Locator, Atrius Wayfinder and IOTA’s ISCG Connected STAR Gateway are now clearly defined product choices under the Internet of Things RFA product category. Whether requesting a Design, BOM (with layout), Submittal or Post Installation RFA, the new Internet of Things product options will help clarify the request. This enhancement will reduce the RFA entry…
-
More Ways for Distributors to Electronically Connect, Order Status API (2/14/2024)
Application Programming Interfaces (APIs) represent the newest, cutting-edge technology for electronic connectivity and allows distributors to connect directly to our systems from their systems, thus eliminating the need for their users to login to ADC or make a phone call to you to get this data. Acuity’s suite of external APIs, which currently includes an…
-
ADC is Now More Secure and Has a New Default Landing Page (11/20/23)
Another step along our journey to having a modern, secure platform is the changeover of ADC from the HTTP protocol to HTTPS. HTTPS enhances ADC’s security by ensuring that all data transmissions are fully encrypted. In the coming weeks, a final security validation will be performed to certify ADC is fully and completely operational using…
-
ADC Order Status Date Range Increased to 180 Days (11/16/23)
The default date range for displaying order status in ADC has been increased from 90 days to 180 days. This change was made to improve the customer experience by minimizing the number of clicks required to find older orders. Now, if the order was entered in the last 6 months, it can easily be found…
-
ADC User Roles Now Visible (11/15/23)
Do you want to know which of your ADC users have the Place Order role? Or the Request Quote role? Or any of the other ADC roles? Well now you can! Simply login to ADC as an Administrator, navigate to the Admin tab, select your criteria and click Search! We now display all the ADC…
-
Direct Connectivity to Acuity Inventory Now Available with Epicor Eclipse 23.1 (8/1/23)
What does this mean for distributors? Acuity offers an Application Programming Interface (API) that allows customer systems to connect directly to Acuity systems for product availability. With the latest release of Epicor’s Eclipse 23.1, a leading distribution ERP system, distributors can easily set up access to our API with just a few configuration keystrokes, thus…
-
ADC Quote Convert Enhancements (6/28/23)
One of the popular features of ADC is the ability for your distributor to request a quote and the ability for an agent to send the distributor a Quick Quote from Agile that they can then convert to an order via ADC’s Product Search. We have recently made some enhancements to improve this feature: To…
-
RMC series drop down is now available in both Agile and ADC Product Search.
In Product Search, you will find the RMC drop on the main page. It will display all series produced at an agent’s assigned distribution centers. Making a selection from the drop down will launch the RMC application. From there, select your desired product options to get an estimated ship date and price points.
-
Agile and ADC Product Search Enhancements
The product long description is now available on the product search results grid. If the text exceeds the space provided hover your mouse over the long description field and a tool tip will display the complete description. The long description is also searchable in the Filter Criteria field. We have added a tool tip to…
-
Request for Warranty Deviation (RFWD) – Application update
With the goal of improving overall response time on RFWD requests, several changes have been made to the RFWD form. We have expanded the Key Questions to include additional required fields. This information is critical to our ability to process your RFWD request. Having complete information at the time the request is submitted reduces the…
-
On Monday, October 2nd RFA will be expanded to include Photometric Layout requests for all Acuity brands.
Photometric Layout request type should be used when requesting a Point by Point calculation. All Lighting Design requests previously submitted via email to lightingdesign@acuitybrands.com will now need to be submitted through the RFA tool. Please be mindful of the following when submitting your Photometric Layout requests to minimize delays: Projects with multiple locations will require a…
-
New Copy Functionality in RFD as well as RFD Lead Time Visibility in Quotes.
You will now see a Copy icon in the Request Information section of the RFD. This feature will help you more quickly submit similar RFD requests to Acuity. Rather than completing each request form separately and submitting each request one at a time, the new Copy feature allows you to quickly copy information from one…
-
Coming soon! Request for Assistance to be expanded to include the following brands: Lithonia Linear, Winona, Mark, Peerless, Healthcare, and Hydrel.
Request for Assistance, request type of Submittal, will be expanded to include the following brands: Lithonia Linear, Winona, Mark, Peerless, Healthcare, and Hydrel (for Hydrel only RFDs) . Use the links below to join us for a brief training. Select one of the times listed for your zone that best fits your schedule. Each zone…
-
New Round of agile – Request for Assistance Enhancements!
These enhancements include: Service Lines have now been combined with the BOM/Schedule, Recent & Favorites, the ability to save a View, new field on the RFA header of approved submittal requests called “Drawing Submittal Status”, Reloc is now under its own brand in the product selector, and we now include a link to the request when an email is initiated using the Email icon.
-
Doing Business with Juno Just Got Easier!
We are pleased to announce several new Agile enhancements that will make doing business with Juno much easier: Visibility of Juno distributor stock quotes, Juno inventory in Agile Product Search, System generated hyperlinks from Agile OM to Juno eCommerce order, and Enhanced Auto-complete nomenclature. New training video now available!
-
Doing Business with Juno Just Got Easier – UPDATE on Order Entry Process!
Many of you have noticed that the order number link to the Juno website is sometimes populated before you email a copy of the Manufacturer Purchase Order to the Autofax-cs@junolightinggroup email address. Please be aware that you MUST CONTINUE TO SEND THE EMAIL of the Manufacturer Purchase Order and copy of PO to Juno as…
-
New Fields in agile for ESCO (Energy Service Companies) and LMC (Lighting Management Companies)
A drop down menu for selection of important partners in the unplanned Renovation market will be added to agile on September 6th. ESCO’s (Energy Service Companies) and LMC’s (Lighting Management Companies) are critical customers for our distributors to be successful in the Renovation market, and by enhancing the drop down menus with a pre-populated list…
-
Project Container Now Has Customizable Phases!
You now have the ability to add your own custom project phases to the project container. Once your project container admin has added the new phases they will then show up in the phase drop down of the project container for selection. These custom phases will be an addition to the existing phases that are already in agile. The existing 11 phases cannot be edited or inactivated.
-
Request for Assistance – Agents Can Now Share the “Additional Information” Note with Request for Assistance Approvers!
By default the Additional Information note is not shared with Acuity. To share all text in the Additional Information section of the notes tab click into the form to launch the text editor, input your text, then check the share with Acuity box. Once you have shared your note the title will indicate this by displaying Shared with Acuity. At this time the ability to share the Additional Information note is only available in Request for Assistance.
-
Request for Assistance Mobile!
Request for Assistance is now available on your mobile device! From your device just launch your browser and go to http://rfa.flywheelsites.com/dashboard. Then login with your credentials. A brief user guide on mobile can be located under the help tab of agile or by clicking here http://helpshared.flywheelsites.com/HelpLibrary/AgileRFA/agile%20Request%20For%20Assistance%20Mobile%20User%20Guide.pdf
-
Quote Enhancements!
In this latest release we are introducing improvements to: print, the calculator function, mini totals dialog, and more.
-
Request for Assistance and Schedule Builder Enhancements!
Request for Assistance – Preferred Rep Contact, Advanced Search Enhancements, O&M Manual, and more. Schedule Builder – Select All Function, Ability to Export a Shared Corporate Schedule, Carry Over Version Specific Notes.
-
Request for Assistance – Paid Techday Requests
You can now request paid techdays for Controls products on your project’s orders through the Request for Assistance application! This option is available for new requests and is located under the Post-Installation dropdown in the Request wizard. Paid techday advises your PM that you need a troubleshooting visit scheduled by the date you list on the request. The…
-
Request for Assistance – Advanced Search, Save As New, and Other Enhancements
Advanced Search Introducing Advanced Search! This can be accessed via the dropdown next to the Search button. Once selected, you will then be taken to a screen where you can set up custom filters and date ranges. After you select a filter, you can then use the “Next” and “Back” buttons to select additional filters,…
-
Request for Assistance – Post-Installation Services
You can now request post-installation services on your project’s orders through the Request for Assistance application! This option is available for new requests. You will find both Startup Scheduling and Graphical Interface options under the Post-Installation dropdown in the Request wizard. Startup scheduling advises your PM that you need a startup scheduled on the date…
-
Request for Assistance – Submittal Preprogramming
You can now request factory preprogramming for the LC&D components on your project through the Request for Assistance application! This option is available for new submittal requests, or revisions of existing submittals. You will find the Preprogramming option under the Submittal dropdown in the Request wizard. Please note that just like on other submittal requests…
-
Introducing Request for Assistance
The Request for Assistance application is designed to provide you an easy way to obtain assistance from the Acuity Solutions team. You can currently select from design, BOM, and submittal requests for Controls products, but we are planning on expanding this to encompass other types of assistance and product lines in the future. To get…
-
RFD Enhancement – Addition of Mark Lighting
Great News!
Starting today, Mark Lighting RFD requests can now be submitted from an agile Quote or through the agile RFD tool.
-
Exciting Enhancements to Schedule Builder!
Today we are pleased to introduce a number of enhancements to agile Schedule Builder. Manual Line Reordering Users are now able to manually reorganize and reorder lines on their schedules. This eliminates the previous built-in custom ordering that sorted ascending by Type (A, A1, B, C, etc.). To use this functionality, simply drag a line…
-
New RFD Functionality!
A few new pieces of functionality are now available in the RFDs created on a quote and in the RFD tool: Sharing / Hiding Documents As an agent, when you upload documents to an RFD, your documents will be shared with Acuity by default. If you want to hide certain documents that might be for…
-
New RFD Functionality!
A few new pieces of functionality are now available in the RFD tool and for RFDs created on a quote: Sharing / Hiding Documents As a corporate user, when you upload documents to an agent’s RFD, your documents are not shared with the agency by default. If you want to share certain documents with the…
-
agile Schedule Builder now Available!
The new Schedule Builder is an application that allows you to create fixture schedules in agile during the Design Development phase of a project. Schedules can be exported to Excel or PDF and shared with specifiers for collaboration on projects. The process for creating a schedule begins in Project Container on the Schedule tab and…
-
New Audit Tool!
Need a tool to help you get those renovation audits done quicker and more efficiently? Want something that can be used on both a tablet and a desktop? Well, we have the tool for you! Introducing the new Audit Tool… What is the Audit Tool, you ask? The Audit Tool provides the ability to conduct…
-
National Account Assignment in Order Management
Attention OM users! Ever forget to add the National Account (Corporate Account) to your orders? Well, we are going to take care of that for you! To ensure that your national account order gets the proper attention and service, we have enhanced OM to determine if a National Account needs to be applied. When you create an order…
-
Enhanced Agency Administration
We are pleased to announce an enhanced Agency Administration application that provides better user management and improved visibility. New functionality includes the ability to:
- copy applications and roles when creating a new user!
- inactivate employees in one step
- see all users and roles for a specific application
- assign applications and roles from one screen
Stay tuned for training webcasts to be announced this week and next week.
-
STAR is being Decommissioned!
It has been a year since the new process for registering projects for specification credit has been in place and it’s time to put STAR to bed. We will be decommissioning STAR on May 31, 2013. As of May 31st, you will no longer see STAR as an available application in the agile suite or…
-
Entering and Tracking Non-ABL Sales Goals
In a continued effort to expand the non-ABL capability so that agile becomes your enterprise system, we have added the ability for you to enter annual/monthly sales goals for your non-ABL manufacturers and track progress via a report …
-
Contact Groups are Here!
Do you have groups of distributors or other customers that you always quote? Rather then add each company onto the project, you now have the ability to set up contact groups and associate the entire group to a project. Learn how to use this new functionality …
-
Project Container Enhancements and Follow-Up Fixes!
We recently provided you with the following additional Project Container enhancements and minor bug fixes to the Follow-up application …
-
Document Upload Changes are Here to Save you Time!
A new version of agile Documents is now available in Project Container and throughout agile where documents can be uploaded.
- Struggling with sending large documents to your partners? PROBLEM SOLVED! No need to use FTP sites or YouSendIt.com any longer. You now have the ability to quickly email a link to your customers. They don’t need agile to download the documents!
- You now have the ability to quickly expand all of the application and document categories with one click to easily find the document you are looking for
- We removed the annoying “Do you have any additional documents to upload” message
-
Upload Emails to and from agile!
We have developed a new add-in for Outlook that will allow you to upload emails directly to and from agile!
- Available for Projects, Quotes and Orders
- Tracks uploaded emails so you can easily add or replace additional correspondence without having to search for the agile document again
-
Today’s Enhancements: Project Container
The enhancements just keep on coming! Today’s enhancement….Project Container. Check it out.
- Recent and Favorites now in Project Container!
- You can now send Follow Up Notes immediately from Project Container. Look for this functionality to be available for Orders, Quotes, Payments, Invoices, and RFD soon.
- A new My Projects view has been created just for you!
- Duplicate project check during Save As New
- New field to enter the National Account Store #
-
Major Improvement is Here!
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…
-
More Bid Board and Project Container enhancements to improve the agile experience!
We have made some enhancements to Bid Board and Project Container that will improve your agile experience! These enhancements include:
- A Today icon has been added to the Bid Board to easily locate today’s bids
- Added Next (and Last) 7, 14, 30 and 60 days to Bid Board and Project Container bid date searches
- Added a Next 60 days view to the grid view in Bid Board
- The Quote Print History icon is now displayed in Bid Board grid view
- Added Additional Quote Person field to Project Container
- Improved Bid Board Performance
-
Spec Registration Credit is now defaulting to 50%!
Date: August 13, 2012
TO: U.S. and Canada C&I Principals and Associates
P&I 710
We recently implemented new processes within agile related to spec registration….
-
More agile Bid Board Enhancements!
You asked for it, and we delivered! Check out the new enhancements to Bid Board that you requested!
- Print History: A new icon will display on calendar views when a quote has print history
- Colored Grid View: The Grid View now includes color options
- Color by Priority: We have added the ability apply color by priority
- Layout Manager: Implemented Layout Manger for Bid Board
- Ability to Search/Open Projects with no bid date: The previous version of Bid Board would not allow you to open or search projects that did not include a bid date. You can now open or search for projects with no bid date from the bid board
-
More agile Bid Board Enhancements!
Check out the new enhancements to Bid Board! Print History: A new icon will display on calendar views when a quote has print history Layout Manager: Implemented Layout Manger for Bid Board Print History In the calendar views, an icon will display next to the Job Name when a quote has been printed or emailed….
-
Another round of agile Project Container and Spec Registration Enhancements!
More enhancements have been added to further improve your Project Container and Spec Registration experience.
- Added a new link to find an ABL Rep: We added a link to look up an ABL Rep to the Agent Selection dialog located in the Specification Registration section.
- Automatic Subscriptions: A subscription will now automatically be assigned when the Spec Rep and commission splits are assigned on a project.
- Disabled the Out of Territory Project Status: To prevent misuse of this status, we are disabling it so that it can only be set by the system.
- Spec Rep can now add Quotes after a project is accepted: We now allow quote entry on the original spec project.
- Re-named Territory Rep Field: In an attempt to eliminate confusion, the Territory Rep field is now labeled Territory/Order Rep.
- Alerts icon: An Alerts icon has been added to the Project Container toolbar indicating that a project has been registered for specification credit and action is needed
-
agile Project Container and Spec Registration Enhancements!
Check out these new enhancements to Project Container and Spec Registration:
- Territory rep has ability to create manual subscriptions: For those scenarios where a Territory Rep needs to grant spec credit on a project that did not go through the spec registration process, new functionality now allows the Territory Rep to also create a manual subscription for the Spec Rep. This limited view subscription gives the Spec Rep the same access as when a project has been registered using the spec registration process.
- Spec Rep can now add Contacts after a project is registered: On those occasions where a Spec Rep needs to add contacts to a project that has already been registered for specification credit, we now allow edits on the original spec project.
- Added a new Toolbar to Project Container: We added a new Toolbar to Project Container to be consistent with other agile applications. The Print and Save As New buttons have been moved to the new toolbar
-
agile Bid Board Enhancements!
Based on your feedback, we have enhanced agile Bid Board with some new features! You can now set your default view and show additional project information on your calendar views …
-
agile Bid Board Enhancements!
Based on your feedback, we have enhanced agile Bid Board with some new features! You can now set your default view and show the count of projects for each day via the calendar view. SET DEFAULT VIEW To set your default view, click on Options then Calendar Options. Select the view you prefer then click…
-
STAR Elimination and Replacement Update!
The new process for registering projects for specification credit is moving full steam ahead! Effective Monday May 21st, you will no longer have the ability to create new STAR requests. For those of you who missed the training sessions held on May 15th and 16th, there will be a make-up session on Wednesday May 23rd….
-
STAR Elimination and Replacement!
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 ….
-
agile Project Container Major Changes!
In preparation for the elimination of STAR, we have incorporated the functionality for registering specifications into Project Container! The new process will introduce project sharing which will simplify the process for registering specifications and significantly improve tracking to ensure compensation. More details on the changes will be provided in the coming months. We anticipate introducing full functionality summer 2012.
-
Project Container: Quick Tips and Tricks Video Series
First we brought you time saving tips and tricks for Order Management, then Quote, and now we bring you the Project Container Quick Tips and Tricks Video Series! This series totals over 14 minutes of watchable content. The series is broken down into six videos as follows
- Dashboard Basics (2:58)
- Dashboard Shortcuts (1:44)
- Master Project, Job Alias, and Save as New (2:30)
- Phases, Statuses, and Priorities (1:55)
- Contacts, Notes, and Documents Tabs (2:41)
- Bid Board (2:29)
-
Following Through with Follow-Ups
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…
-
Check it out….More Project Container Enhancements…
We are on a roll making enhancements to agile! Check out these new features in Project Container:
- Assignment of more than one Follow-Up Salesperson: You now have the ability to assign more than one salesperson as the follow-up salesperson on a project.
- Project Container Read Only Role: Do you have people in your agency who just need visibility of jobs? There is now a new role called Project Container – Read Only that can be assigned to users who only need the ability to view Project Container information with no editing capability.
- Job Alias Visibility: You can now hover the cursor over the job name field on the dashboard to quickly view the job aliases assigned to a Project Container. This will also help clarify search results when projects with job aliases are returned.
- Project Search Change: We addressed your request to display your selections in the various search boxes versus displaying ‘Select One’. You will now see your selection displayed in the box and if there are multiple selections, you will see ‘multiple’ displayed in the box.
Stay tuned for more enhancements coming soon!
-
Project Container Enhancements YOU Have Requested!
You asked, and we listened. Project Container has been enhanced to make the project experience more user friendly!
-
Contact Management Enhancements and Bug Fix
Now in Contact Management you have the ability to determine which companies are associated to a rep! You can view this data in Contact Management via a search or a data export.
-
Project Container Dashboard Enhancements!
Rolling right along with the recent enhancements to the Order Management dashboard, the Project Container dashboard has also been enhanced. Similar to the enhancements on the OM dashboard, the PC dashboard allows you to access important project information without having to open the project.
These streamlining enhancements include the ability to …
-
Adding Non-ABL Price Files to agile
We are pleased to announce new functionality which allows you to load non-abl pricing to agile to be accessible within agile Quotes.
-
Check out these new agile Enhancements…
A new release of agile is now in production with enhancements to Project Container, Submittal Generator and Contact Management.