In early March 2026, Quote Security: Elevated Access launched to agile providing agents with special permissions the ability to restrict access to quotes in their agency with a single button-click. This new security layer is now also available in Bid Board, to deliver a seamless and cohesive user experience across agile. With the security expansion to Bid Board, users who do not have elevated access cannot…
In preparation for further changes later this year, the issue that was causing an error to generate when attempting to make edits to a Project directly from the Grid View of Bid Board or the Dashboard of Project Container has been addressed.
In preparation for further changes later this year, the issue that was causing an error to generate when attempting to make edits to a Project directly from the Grid View of Bid Board or the Dashboard of Project Container has been addressed.
A number of enhancements have been released for agile Calendar, and for tasks and events created on the Activities tab in supported applications. agile Calendar In agile Calendar you can now customize which users are selected. Previously you could only pick between one person, or “All”. The default selection when first entering agile Calendar is…
We have made some enhancements to Bid Board and Project Container that will improve your agile experience! These enhancements include:
You asked for it, and we delivered! Check out the new enhancements to Bid Board that you requested!
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….
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 …
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…