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More Document Enhancements!

In this latest release we have added a new date column to the documents grid called “Upload Date”.  This will display the date and time the file was uploaded into agile.  We are also providing you with the ability to group uploaded documents by the various column headings.  For example you can now group documents so they are displayed according to who they were uploaded by.

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Updated Returns Application

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.

New Claims Request Enhancement!

In an effort to reduce future quality defects and the back-and-forth associated with certain claim types, we are making a change to the claim process.  On Monday, October 5th, the Agile Claim Request application will include additional questions to be answered by the agent as part of their claim request submittal. The responses to these questions will help to determine the root cause of quality deficiencies for the following reason codes: Product Performance and Lighting Fixture Option Not Working Properly. Initially, providing answers to the questions will be optional.   However, on Monday, November 2nd, answers to some of the questions will be required in order to submit a claim request.

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agile Documents – Increased Performance

We deployed a new version of Documents on Tuesday in an effort to increase performance; particularly around projects with hundreds of documents.  The Documents tab will now load in a matter of seconds.  As part of this increased performance Documents will now have paging at the bottom of the screen.  The default number of items displayed is…

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Cursing and Acuity Emails

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!

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agile Application Support for Windows 10

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.

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Outlook 2013 Updates

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.

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New agile Activities!

Have you ever wanted to view a company record in contact management and see all activity with that account? Or open a project container and quickly view all tasks that have been completed for a given project? The new “Activities” tab is here to help you better manage these daily agile tasks and events.  In conjunction with the Activities tab we are also introducing agile Calendar, agile Tasks, and improvements to the Notes tab.

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Virus Alert

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…

The New My Catalog on ADC!

The NEW My Catalog on Acuity Distributor Center (ADC) has officially launched!  My Catalog is an electronic catalog of products built specifically for the distributor based on an Agency standing quote. Distributors will now have a better user experience when they build their customer catalog, which includes better product categorization and more product images.  Additional features include:

  • Customizable print sections
  • Customizable cover page (ability to add a distributor logo)
  • Multiple export options (PDF or CSV excel file)
  • Ability to add a contractor mark-up
  • Easy navigation to view inventory status from catalog

Changes Are Coming To Submittal Generator

We are excited to announce several major enhancements to Submittal Generator.  These enhancements will be available on Wednesday, 02/25/2015. More details will be available in the upcoming webinars mentioned below, but we wanted to give you time to preview the updates and prepare for the change.  There are four updates we’re featuring in this release:…

New Enhancements to the Stock Pricing Tool

We have added several new features to the Stock Pricing Tool to make managing your customer price lists easier.  These enhancements will help you with editing existing lists and creating new lists in anticipation of our upcoming Acuity Distributor Center – My Catalog release.  The new Stock Price Tool features include:

  • New pre-populated searches for adding products to lists
  • New price factor of Target Price Point
  • New printing capabilities – print price lists to catalogs
  • New validation & pricing progress bar and performance improvements
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Vertical Construction Category Enhancements

Vertical construction categories in agile will be improved on February 2, 2015. Categories have been changed to be more intuitive for agile users as well as more closely align with the market categories that 3rd party providers like MHC-Dodge use for construction outlook and reporting.  agile Order Management Enhancements All Flow orders, including ones generated…

Changes to Agency Support

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…

New Quote Preference – ABL Product Validation Exception

A new quote preference has been created called “ABL Product Validation Exception”.   This new feature is designed to help inform the user why an Acuity Brands product is not validating (a product that has UNK product approval). How does it work? With the preference turned on, simply key in your Acuity Brands Division, product, and…

New Tab in Contact Managment – Account Overview!

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…

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…

Order Management Enhancements

In response to your feedback, we have completed several new enhancements to Order Management!   Keep reading for further information on the latest changes. Enhancements to Groups Tab: The layout option is now available on the Groups Tab. Layouts allows for you to customize which columns are displayed and the order in which they are…

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List of Corporate Accounts is Now Maintained in Agile

Accessing important Corporate Account information has never been easier! Leverage national and local strengths by collaborating with the Corporate Accounts sales team, C&I Regional sales teams, and agencies using the new Corporate Accounts application. You are no more than a couple clicks away from finding out the account owner, specifying agent, all specification and purchasing…

Virus Update

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…

Trend Micro

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.

Are You Ready for Acuity Distributor Center Account Management?

Starting March 12th, Acuity Distributor Center account management will be handled by your agency. Hopefully you had a chance to sit in on one of the training sessions. If not, please take a few minutes to review the video which can be found in this blog and on the agile Help tab under Agency Administration.

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Acuity Distributor Center Account Management and Training

During the week of March 10, 2014, we will be putting Acuity Distributor Center account management into the hands of the agency.  With this change comes the following enhancements:

  • Agency Visibility of your Distributor Users
  • Agency Management of Distributor Accounts and Requests
  • Enable agile Log In with Acuity Distributor Center for Visibility of All Customers

Agency Administration Training Available this Week!

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…

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.

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New and Improved ASL Configurator (Envision) is Live

The new agile integrated Envision configurator eases doing business with ASL by providing: Electronic assistance for ASL catalog numbers Instant wind-load validation Customized 2D & 3D product model files Customized pictures for site specific project proposals Customized specification sheets with orientation drawings We conducted a series of webinars this summer, but if you missed the chance to join…

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Acuity Distributor Center Open for Business!

During the week of March 10, 2014, we will be putting Acuity Distributor Center account management into the hands of the agency.  With this change comes the following enhancements:

  • Agency Visibility of your Distributor Users
  • Agency Management of Distributor Accounts and Requests
  • Enable agile Log In with Acuity Distributor Center for Visibility of All Customers

Major Changes to Reports!

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…

Product Search Has a New Look

You may have noticed by now that agile Product Search looks a little different. In addition to updating the look of Product Search we introduced some significant performance improvements as well as some new functionality like: Visibility of product details, pricing, availability, lead times, and specification sheets on a single product details page Master Line…

Acuity Distributor Center Available 9/24/13

Are you and your distributors ready? On 9/24/13, the new Acuity Distributor Center (ADC) will replace the Lithonia Distributor Center (LDC). Hopefully you had a chance to participate in one of the agency training webinars and review the September 5th blog post containing the details of the coming changes. If you have not, please take a moment…

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Employee Credit Functionality Enhanced!

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…

New Acuity Distributor Center Coming Soon!

WHAT’S NEW A New Website The ADC website will have a new URL: www.acuitydistributorcenter.com.LDC.flywheelsites.com will continue to work but will re-route the users to the new site. No need to worry about popup blockers since the users have already enabled the new website with the last release. Minimum Browser Requirement It is important to note…

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Important update regarding use of Hidden (HDN) lines in agile

Previously, if you had Hidden (HDN) lines on a quote, when you converted to a hold order those lines were automatically changed to Regular (REG) product lines. For those HDN lines that contained overage, if your agency did not edit or remove the lines or update the line categories to Overage (OVG) prior to final…

Integration of New AcuityBrands.com Website in agile…and more!

A new version of agile Quotes is now available with some new features!

  • Ability to launch the product series webpage on AcuityBrands.com from a quote line to view product details, photometry and spec sheets
  • Improvements to how the Rep Copy of a quote displays Totals, Manufacturer Totals and Overage
  • New Contractor Counts
  • New Quote Type on Print options that does not require a selection in the Quoted To and Quote From dropdowns …
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Introducing Request for Warranty Deviation (RFWD)

Please welcome our newest addition to agile…..Request for Warranty Deviation (RFWD)! Starting today all requests for warranty deviations can be entered and managed through the new RFWD application. This new application will allow you to request changes to a product’s warranty straight from the quote line and send it to the Product Value Stream for…

More Enhancements to Acuity Distributor Center

We continue to make enhancements to Acuity Distributor Center based on customer feedback. Here are some recent changes you may want to pass along to your customers.

  • Better visibility of backordered lines
  • Search for orders, invoices or credit memos by date range
  • Internet Explorer 10 check with instructions for running ADC with IE10

Acuity Distributor Center Update…

We hope your customers are becoming more comfortable with the functionality of the new Acuity Distributor Center Order Status and E-Solutions. We have listened to our distributor’s feedback and continue to adjust the system to provide an optimum experience.

Here are some of the changes that have already been made and/or will be available next week.

  • Improvements to Tracking Shipments
  • Improvements to the Order Status Report including Export to Excel and Save as PDF
  • Easier Printing
  • Cancelled Lines Visibility
  • Improved Invoice Identification

Take Advantage of Pacific Coast Distribution Center Inventory in agile

Pacific Coast Distribution Center (PDC), which is located in Ontario, California, has over $17 Million of inventory, including product such as Acculamp. agile Product Search now provides visibility of this inventory, and will help you better serve your customers. PDC items display with a Location # of 86. PDC inventory sources from key Asian partners…

More Streamlining and Flexibility in agile OM!

We have been busy enhancing OM to be more streamlined and flexible. Here are the enhancements ready for your use!

  • Streamlined Non-ABL shipment creation
  • Ability to print Line comments on Non-ABL order print outs
  • Totals now available on non-ABL orders
  • Ability to turn on/off the calculation of Ship Date based on non-ABL manufacturer’s lead time
  • Added EDI850 as a Created By id that can be used when searching for orders in OM
  • Added ability to search by Project Manger
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Coming Soon…LDC Order Status Gets a New Look and goes Mobile too!

We’re excited to announce that over the next few months, we will begin phasing in Acuity Distributor Center (ADC) to replace our current Lithonia Distributor Center (LDC) portal. We’re updating key functionality over the course of the next 6 months to make this portal even more user-friendly and faster than ever before. We’re beginning the…

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

New Version of agile Rep Available for Download…

A new version of agile Rep is available for download and includes a couple of maintenance items to provide a better experience.  Here are the details:

  • We have addressed the issues that were causing projects to lock or the app to crash when adding  customers to projects
  • For those of you using IOS 6.0, we have addressed the device rotation issue that was introduced with that version of the operating system
  • Text is now properly cased (i.e. when you type in a city, the first letter will be capitalized)
  • We have addressed the issue where submittals were not visible as a project document

New Reports are Now Available!!

New Reports are available!!

We have developed some new reports to help with agency management:

  • Distributor Sales – ABL only (Sales folder)
  • Commissions Received by Contractor / Specifier (Compensation folder)
  • Year To Date Order Performance – by Month (Executive folder)
  • Orders by Salesperson (Executive folder)
  • Orders by Job Name (Executive folder)

…and made some improvement to existing reports! …

Quote’s New Years Resolution…Continue to Improve Speed and Efficiency!

We continue to focus on enhancements that provide efficiency within agile Quotes!

  • Quickly search for quotes by quote number, job name and version label from inside the quote application
  • View Quote lines from the quote dashboard without opening the quote
  • Disable automatic line validation
  • Copy LIT lines to the clipboard to be pasted into a document

New agile Rep Version Available for Download

A new version of agile Rep is available for download and contains some great enhancements many of you have asked for!

  • Email Upload from the Project which auto uploads an email launched from a project
  • New Searches added:
    • ALL Projects (regardless of status), and Projects By Status (Previously Bid, To be Bid, No Bid Date or ALL)
    • MY Project Search now includes projects where you are the Follow Up Sales Person, Quote Person, Additional Quote Person, Project Manager, or Rep Contact associated to a customer on the project
    • New MY Orders search to allow you to search for orders where you are assigned as the Project Manager
  • New visibility of additional fields such as Additional Quote and Store # on a project and Project Manager on the Order Header Tab

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 #

More Enhancements to Submittals!

We are pleased to provide some new features to the Submittals functionality of agile including the ability to:

  • Email a LINK to the submittal package vs sending the large PDF
  • Pull in contacts from the project for purposes of personalizing the cover page and emailing the submittal package link
  • Include a “Submission Type” on the cover page
  • Indicate on the cover page who from your agency is the contact for the submittal package
  • Insert blank pages to keep spec sheets printing properly when duplex printing the submittal package
  • Easily set preferences on the newly organized preference screen
  • Customize the Cover Page from a new Cover Page Tab
  • Override preferences on a single submittal from a new Generate Submittal Tab …

Trick or Treat? Another round of agile Quote Treats…

As October comes to a close we have another round of agile Quotes treats for you including…

  • Clipboard Enhancements
  • Contact Management changes to help you manage your Non-ABL Comm % when changes occur
  • Filtering ability in the Counts Dialog
  • Enhancements to Recents/Favorites
  • Improvements to Quick Copy
  • New options for Quote related print outs
  • Better visibility of Overage splits for every manufacturer

Fantastic Additions to Order Management

Want to be able to customize the order status and view it from the dashboard? Or maybe you want to create an automatic follow-up on your Non-ABL orders? Or perhaps you want to attach hold order documents when printing an order confirmation? Now you can! These are just a few of the exciting additions we’ve made to the agile Order Management application in this latest release …

Factoring and Other Improvements to agile Quotes!!!

We have made another round of agile Quote enhancements based on your feedback. You can now take advantage of the following new features:

  • More flexibility in Factoring with the ability to override a line item factor and ability to apply a factor to select line(s) or a specific manufacturer!
  • New subtotal tab in quote totals that shows the Group Header and Subtotal value for extended unit and factor columns
  • Printing enhancements including a new option for Manufacturer Breakout Printout to select a single or group of manufacturers for printing and the ability to include internal comments on the Rep copy of a quote

Presenting Non-ABL Enhancements for OM!

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
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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

Surprise! Another round of agile Quote Enhancements…

We continue to dedicate time and effort into improving agile Quotes. You will be pleased to know we have made enhancements in the following areas:

  • Totals Dialog to show freight terms and order minimums by manufacturer
  • Customer Quote Print to show Quoted By person assigned at the project level
  • Access to favorites and recent quotes from the quotes dashboard
  • New Line category for a “Courtesy Quote” line
  • Counts dialog to include group headers and visibility of Non-ABL agents
  • Buy/Sell print options
  • Other items

agile OM Enhancements to make your life easier!

A new version of Order Management has been deployed to production.

The major changes in this version include:

  • Ability to transfer Notes and Line Comments from your Quote to your Order
  • Create a consolidated order print out by exporting the OM Project View
  • New visibility of non-ABL manufacturer data such as product, pricing and lead time throughout the order entry process
  • Contractor address now available as a pre-populated manual ship to address
  • View Order Totals from Open
  • View documents from the dashboard and see your document’s description instead of the file name

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
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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