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…
You can now store direct links/URLS for non-ABL external pricing in Agile without using Document Upload. This will limit the need to navigate to multiple websites or to your SharePoint drive when you need to reference external pricing. These links can be stored in the Products tab of a Non-ABL Manufacturer record in Contact Management….
To accommodate Non-ABL manufacturers who have websites that allow you to check status, submit return requests etc, we have added a new tool in Agile Order Management to allow you to launch a Non-ABL Manufacturer website or “portal link”. This requires a one-time set up on the Non-ABL Manufacturer record in Contact Management. To do…
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 The document upload was replaced due to outdated technology and possible disruptions from time to time due to Microsoft patches.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…
Quickly pull up any account in agile and see all of the projects/Quotes/Orders that account has been associated with. A new tab called Account Overview has been added to most company types in Contact Management. With the addition of this new tab you can review a company’s most recent project/quote and order activity. Simply open…
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…
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 …
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 …
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…
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…
Interested in learning about the Non-ABL capabilities in agile? Then this video series is for you. In less than twenty minutes you can discover how agile can process your Non-ABL business from start to finish.
We’ve expanded non-ABL functionality to include your Buy/Sell business. Upgraded applications include Contact Management, Quote, Order Management, Invoices, Payments, and Reports. That means you can track your buy/sell business from the quote all the way through to the reporting process! We have created a video series to guide you through setting up and processing your…
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.