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…
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…
A notification light for system alerts is now visible in Agile. It is located next to the TechConnect icon in the top toolbar of Agile. Users should refresh the page for updates to the icon. Users can then click on the TechConnect icon for more information about the alert. For more information about TechConnect, click…
ABL Tech is excited to announce the upcoming launch of TechConnect, a centralized information repository for customer-facing systems including Agile and ADC.
Microsoft has announced that it will retire and no longer support Internet Explorer 11 as of June 15, 2022. Instead, customers should use Microsoft Edge, which supports business-critical, legacy Internet Explorer sites and also provides a faster, more modern experience for everything else. What does this mean for you? Microsoft Edge will need to be…
Today we have deployed two enhancements in order management to help with processing efficiencies. We have moved the “call before” prompt up to enable agents to enter in call before information before placing order in agile OM. This should reduce line activation time for vendor material and eliminate manual intervention from Acuity Customer Resolution. We…
Earlier this year, we deployed two reports under the Daily Summary tab in Order Management to provide details for order lines where the ship estimate has changed, or the line has passed the ship estimate. Based on agency feedback, we have added the ability to filter on all columns to allow you to better manage…
With the recent changes to Agile Product Search, identifying products discounted to clearance prices is easier than ever. Clearance products are available while supplies last and the price no longer applies when items are depleted. To ensure you are seeing Clearance items in your search make sure it is selected in your product options To…
We have added the ability to print future pricing in ADC to support an upcoming price increase. This feature is available until the new pricing effective date. After that date, you will see updated pricing as the current price. After logging into ADC, select the distributor from the Customer list Click on the My Catalog…
We have recently made enhancements in agile mobile Product Search to allow for product type filters, the ability to see customer standing quote pricing, and, if applicable, visibility to inventory at a field warehouse. Remember that agile mobile is a website that you can access on any mobile device as well as your laptop by…
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…
agile Mobile is an HTML5 website that you can access on your phones and other mobile devices. Currently it supports viewing accounts and contacts that you have created in Contact Management. You can quickly get directions to an address, call or email contacts, and view high level information for an account’s associated projects and orders….
We have deployed an updated version of the Returns application that does not require flywheelsites.com to be in Compatibility View in order to enter a return. If you do not have it in compatibility view, you will continue to see Xs in the headers under the View Returns tab, but this will not impact you from viewing the status of a return request.
In addition to removing the need for compatibility view, we have made a few enhancements when entering a return from scratch.
Have you ever had a day where you felt the need to express yourself with a passion that would make a sailor blush? It may be descriptive, but it won’t make it through to Acuity with our email filter settings.
We use filter logic that scans for choice word and, if contained, the filter will block the emails from getting to your intended recipient. This would also include an email containing a fan company with an unfortunate name!
As you may have heard, Microsoft is releasing their new operating software, Windows 10 on July 29, 2015. Corporately, we have been testing agile applications with pre-release versions of Windows 10, as well as some agencies have been beta users for Microsoft.
We are pleased to report that we have not experienced any problems or had any agency feedback of issues using Windows 10 with agile. We plan to continue our testing when the final release is made available on July 29th.
Microsoft is deploying two new features to Outlook in June 2015.
Lync is changing to Skype for Business and Clutter will be added to your email.
Clutter is actually a process that uses machine learning to move lower priority messages out of your inbox to a new CLUTTER folder. The goal is to remove distractions and allow you to focus on important emails.
In the past two days we have had several agents reporting they have received emails that look like they are from a credible sender but it is a virus. The subject can vary from “Electronic”, “Quote” or “Document” but the attachment is Invoice32.zip. If you get this email, DO NOT open it and permanently delete…
As the year begins, we wanted to make you aware of some projects and improvements for your agency. ABL Secure Tunnel Over the last year, as we have moved product information to AcuityBrands.com and deployed Zendesk, our web-based support system, we have reduced the need for a secure tunnel between ABL and your agency. With…
Beginning November 10, 2014 we will change our phone support hours to 8:30 – 5:30 p.m. EST. We are also upgrading our systems and implementing a new web-based support ticketing system, which you can use anytime. As soon as you have access, we encourage you to begin using the new ticketing system. This will also…
We are continuing to receive calls regarding the CryptoLocker and other viruses infecting agencies workstations. While it is important to have the latest version of Trend installed on your workstation and server, you still need to be careful about the attachments you open. Trend can block obvious attacks but some of these viruses are more…
Over the past month, many agents reported that they were affected by a variety of viruses or malware that severely impacted their machines. While working through these issues, it was discovered that several of the affected machines did not have anti-virus software installed or it was an outdated version.
We’ve deployed another report: the Customer Briefing Book (CBB). This report is located in the Reports Executive Folder and available to anyone who has access to that folder. The CBB starts with a summary page that highlights the top and bottom overall customers, top stock customers, and the largest contributors to agency commissions. The detail…
Microsoft will end all support for Windows XP on April 8, 2014 and it is recommended these machines are upgraded to Windows 7 or Windows 8. While they have stated that Office 365 will not block connectivity from fully patched Windows XP computers after April 8, connectivity to the server will be at risk and limit…
A few weeks ago we deployed an updated Agency Administration application with improved functionality to assign and manage agile access within your agency. We are offering two 30 minute online training sessions to review the application enhancements: Tuesday November 19, 2013 at 4 p.m. Thursday November 21, 2013 at 9 a.m. If you are interested…
A few more reporting updates to help you manage your business!!
We have created a new Orders by Employee Credit report to take advantage of the improved Employee Credit functionality as well as improved the Orders Entered and Sales Goals – Non ABL report to provide more detail
We are pleased to announce the introduction of a new report as well as additional functionality to a few existing reports that will provide enhanced detail with less reports to run! By updating the reports, we are able to remove some of reports from the list, making your selection easier to navigate. New Report Yearly Order…
The existing Employee Credit process has been improved for easier rep association and maintenance to projects and orders. You now also have access to improved employee credit reporting! Some of the changes include: The ability to manage employee percentages on one screen in Contact Management The ability to see and maintenance Employee Credit assignments on…
Based on your feedback we have deployed some new reports to help you manage your business!
New Reports are available!!
We have developed some new reports to help with agency management:
…and made some improvement to existing reports! …
Based on agency feedback, we recently updated several reports to allow for filter of National Accounts business and Acuity value stream commissions, and created a new report to assist with commission reconciliation! …
We have improved the agile Payment application so you are now able to create a new non-ABL payment directly from an open payment record. After you created a non-ABL payment or have reviewed an existing record, you can click the New button and it will launch a new payment record. This feature will keep you…
We have deployed two new order reports for you to evaluate business associated with your contractors and specifiers.
Orders by Contractor and Orders by Specifier reports are now available in the Executive folder.
We are introducing three new reports to help you manage the business! Project- Quote by Follow- Up Salesperson: This report will now show projects associated to the follow-up salesperson or persons associated in Project Container. It will also provide the project phase, priority, estimated project or quote amount and associated contacts. Commissions Past Due report: …
Today we are announcing the release of more robust functionality to handle employee sales credits. This functionality now in agile provides all agents the ability to enter and report on their employee’s involvement on individual projects and orders. agile will now have a dedicated tab on the Project and Order to enter and display all…
You have to see it to believe it! With the click of a button, you can now generate ONE comprehensive report, complete with month and year to date comparisons over the prior year for Orders, Project Quotes, Quick Quotes. The new executive Briefing Book, located in the Executive folder of Reports contains a concise view of…
Based on feedback from the field, we have changed the current report structure to allow easier navigation through the reporting options …
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.
In an effort to continue to provide reporting to help agents track Project and Quote activity we have deployed four new Project-Quote reports.
Earlier this month, we updated the Payment application and Compensation Reporting to accurately represent CIP dollars on split commission orders.
We determined some additional changes were required on the INVOICE BY CUSTOMER and INVOICE BY MANUFACTURER reports to show overage commission dollars. We have corrected these reports so you should now being seeing that information.
Are you using the Invoices and Payments Applications to reconcile your Non-ABL orders? If so, you will want to read about some improvements we have made.
QMT, Hold Order and Order reports are now available for Holophane! All Holophane agile users should now have access to QMT, Hold Order and Order reporting via agile. A high level description of each report is available below. For more detailed information please refer to the Holophane Agile Reports-User Guide located in the Reporting folder…
Are you using agile for Non-ABL? If so, you may be interested in new capabilities coming next week to support the order management and commissions received for Non-ABL orders.
In order to provide more flexibility and control over the visibility of the reports in each folder, the roles within the Reports application have been changed to allow you to assign roles giving access at the report folder level.
The first Project-Quote report is now available and will allow you to report on agile Project and Quote activity. The addition of this type of report will provide you with the flexibility to filter your report results to see how many projects/quotes you have entered in addition to the phase, status and players that are involved in each project.
Now that you have had some time to familiarize yourself with agile ABL Payments, I’ll bet you are thinking…..sure would be nice if I could print or export the payment information for further analysis. Are there other things you were hoping to see added?
ABL Payments is now available and will allow you to review your commissions paid for ABL orders. ABL Payments will replace the CSRT disk and reports that you currently receive on a monthly basis. The non-ABL functionality (including an Invoice application for non-ABL orders and the non-ABL portion of the Payments application) is coming soon…