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  • Quotes

    New Print Option in Quotes!

    ByDavid April 30, 2014February 21, 2023

    Has there ever been a time when you needed to issue a quote but weren’t quite ready to disclose the Acuity Brands Divisions in the quote print document for fear of making it easier for competitors to cross the bill of material? We now have a new print option designed specifically for situations like this!…

    Read More New Print Option in Quotes!Continue

  • General Information

    Trend Micro

    ByLisa April 23, 2014February 21, 2023

    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issues, it was discovered that several of the affected machines did not have anti-virus software installed or it was an outdated version.

    Read More Trend MicroContinue

  • Reports

    Customer Briefing Book Now Available!

    ByLisa April 21, 2014February 21, 2023

    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…

    Read More Customer Briefing Book Now Available!Continue

  • General Information

    New agile Menu and Blog

    ByChristi March 25, 2014February 21, 2023

    As you might have noticed, the agile menu and home page have been given a facelift.  There are a number of new features available that we can’t wait to share with you. Some of these include:

    • Screen tearaway functionality, allowing you to open applications in separate windows!
    • Hiding navigational tabs!

    Read More New agile Menu and BlogContinue

  • Acuity Distributor Center (ADC)

    MyHolophane.Com to be Replaced by Acuity Distributor Center on 3/31/14!

    ByChristi March 24, 2014February 21, 2023

    We have been busy at work modifying the Acuity Distributor Center to meet the needs of our Holophane users.  On 3/31/14, users logging into MyHolophane.com will be rerouted to the Acuity Distributor Center!

    Read More MyHolophane.Com to be Replaced by Acuity Distributor Center on 3/31/14!Continue

  • Acuity Distributor Center (ADC)

    Are You Ready for Acuity Distributor Center Account Management?

    ByChristi March 11, 2014February 21, 2023

    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.

    Read More Are You Ready for Acuity Distributor Center Account Management?Continue

  • Acuity Distributor Center (ADC) | Administration

    Acuity Distributor Center Account Management and Training

    ByChristi February 26, 2014February 21, 2023

    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

    Read More Acuity Distributor Center Account Management and TrainingContinue

  • General Information

    Microsoft End of Support for Windows XP

    ByLisa February 19, 2014February 21, 2023

    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…

    Read More Microsoft End of Support for Windows XPContinue

  • Administration

    Agency Administration Training Available this Week!

    ByLisa November 19, 2013February 21, 2023

    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…

    Read More Agency Administration Training Available this Week!Continue

  • Orders

    National Account Assignment in Order Management

    ByLinda November 18, 2013February 21, 2023

    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…

    Read More National Account Assignment in Order ManagementContinue

  • General Information

    Enhanced Agency Administration

    ByLinda November 4, 2013February 21, 2023

    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.

    Read More Enhanced Agency AdministrationContinue

  • Request for Definition (RFD)

    Holophane RFD Form Addition

    ByChristi October 16, 2013February 21, 2023

    Two new fields will now require your input on the RFD Architectural Outdoor and Functional Outdoor Pole forms.  You will now be required to fill in the Existing Anchor Bolts field and the Top Mounting Requirement field.  This is required information by our Pole vendors and will save RFD processing time by not having to go back to the…

    Read More Holophane RFD Form AdditionContinue

  • Reports

    More Report Enhancements!

    ByLisa October 3, 2013February 21, 2023

    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

    Read More More Report Enhancements!Continue

  • Configurator | Orders | Quotes

    New and Improved ASL Configurator (Envision) is Live

    By September 26, 2013February 21, 2023

    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…

    Read More New and Improved ASL Configurator (Envision) is LiveContinue

  • Acuity Distributor Center (ADC) | Administration

    Acuity Distributor Center Open for Business!

    ByChristi September 26, 2013February 21, 2023

    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

    Read More Acuity Distributor Center Open for Business!Continue

  • Reports

    Major Changes to Reports!

    ByLisa September 25, 2013February 21, 2023

    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…

    Read More Major Changes to Reports!Continue

  • Product Search

    Product Search Has a New Look

    By September 24, 2013February 21, 2023

    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…

    Read More Product Search Has a New LookContinue

  • Acuity Distributor Center (ADC)

    Acuity Distributor Center Available 9/24/13

    ByChristi September 23, 2013February 21, 2023

    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…

    Read More Acuity Distributor Center Available 9/24/13Continue

  • Contact Management | Orders | Quotes | Reports

    Employee Credit Functionality Enhanced!

    ByLisa September 18, 2013February 21, 2023

    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…

    Read More Employee Credit Functionality Enhanced!Continue

  • Acuity Distributor Center (ADC)

    New Acuity Distributor Center Coming Soon!

    ByChristi September 5, 2013February 21, 2023

    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…

    Read More New Acuity Distributor Center Coming Soon!Continue

  • Orders | Quotes

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

    ByDavid July 9, 2013February 21, 2023

    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…

    Read More Important update regarding use of Hidden (HDN) lines in agileContinue

  • Projects | Specifications

    STAR is being Decommissioned!

    ByLinda May 22, 2013February 21, 2023

    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…

    Read More STAR is being Decommissioned!Continue

  • Quotes

    Visual Integration with agile Quotes is Here!

    ByDavid May 21, 2013February 21, 2023

    We have added some great integration features to agile Quotes including the ability to:

    • Launch to the Visual tools directly from within a quote
    • Associate IES file to quote lines and then pass those catalog numbers into the selected Visual tool …

    Read More Visual Integration with agile Quotes is Here!Continue

  • Reports

    agile Reports Update!

    ByLisa May 16, 2013February 21, 2023

    Based on your feedback we have deployed some new reports to help you manage your business!

    • Sales by Entry Date (with optional LED filter)
    • Invoices
    • Agent Activity Reporting …

    Read More agile Reports Update!Continue

  • Contact Management | Reports

    Entering and Tracking Non-ABL Sales Goals

    ByLinda April 30, 2013February 21, 2023

    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 …

    Read More Entering and Tracking Non-ABL Sales GoalsContinue

  • Quotes

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

    ByDavid April 29, 2013February 21, 2023

    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 …

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

  • Orders | Quotes | Request for Definition (RFD) | Request for Warranty Deviation (RFWD)

    Introducing Request for Warranty Deviation (RFWD)

    ByChristi April 18, 2013February 21, 2023

    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…

    Read More Introducing Request for Warranty Deviation (RFWD)Continue

  • Contact Management

    Contact Groups are Here!

    ByLinda April 15, 2013February 21, 2023

    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 …

    Read More Contact Groups are Here!Continue

  • Acuity Distributor Center (ADC)

    More Enhancements to Acuity Distributor Center

    ByChristi April 11, 2013February 21, 2023

    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

    Read More More Enhancements to Acuity Distributor CenterContinue

  • Follow-Up | Projects

    Project Container Enhancements and Follow-Up Fixes!

    ByLinda April 5, 2013February 21, 2023

    We recently provided you with the following additional Project Container enhancements and minor bug fixes to the Follow-up application …

    Read More Project Container Enhancements and Follow-Up Fixes!Continue

  • Quotes

    New Calculator Function in Quotes and More!

    ByDavid April 4, 2013February 21, 2023

    We have more enhancements to agile quotes to tell you about!

    • New Calculator Function in Quotes
    • XML Export / Import Now Includes Notes
    • Launch Product Search (Alt + L) from Quotes

    Read More New Calculator Function in Quotes and More!Continue

  • Acuity Distributor Center (ADC)

    Acuity Distributor Center Update…

    ByChristi March 14, 2013February 21, 2023

    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

    Read More Acuity Distributor Center Update…Continue

  • Quotes

    “My Quotes” and more…

    ByDavid March 11, 2013February 21, 2023

    Our March enhancements to agile Quotes are once again based on feedback we have received from our users. Keep the ideas coming. Here is what’s new:

    • New Dashboard View Called “My Quotes”
    • Improvements to Product Validation (Division Selection)
    • Alternate Grid Line Color
    • Quote Document Enhancements

    Read More “My Quotes” and more…Continue

  • Product Search

    Take Advantage of Pacific Coast Distribution Center Inventory in agile

    By February 25, 2013February 21, 2023

    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…

    Read More Take Advantage of Pacific Coast Distribution Center Inventory in agileContinue

  • Orders

    More Streamlining and Flexibility in agile OM!

    ByChristi February 12, 2013February 21, 2023

    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

    Read More More Streamlining and Flexibility in agile OM!Continue

  • Acuity Distributor Center (ADC) | agile Mobile

    Coming Soon…LDC Order Status Gets a New Look and goes Mobile too!

    ByChristi February 11, 2013February 21, 2023

    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…

    Read More Coming Soon…LDC Order Status Gets a New Look and goes Mobile too!Continue

  • Reports

    More Report Updates!!

    ByDavid February 8, 2013February 21, 2023

    Today we have deployed three new reports:

    • Orders Entered (Updated)
    • Commissions Received (Updated)
    • Commissions Received by Buy Sell Customer (New)

    Read More More Report Updates!!Continue

  • Quotes

    More More More Quote Enhancements!

    ByDavid February 7, 2013February 21, 2023

    We continue to address your enhancement requests….keep them coming! A new Quote release is now available and contains the following enhancements:

    • New Global Factor of “No Factor”
    • View Project Container Documents From the Quotes Document Tab
    • Removal of Job Location on Quick Quote Print Out
    • Split Breakouts
    • Automatic E-mail on Send

    Read More More More More Quote Enhancements!Continue

  • General Information

    Document Upload Changes are Here to Save you Time!

    ByLinda February 4, 2013February 21, 2023

    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

    Read More Document Upload Changes are Here to Save you Time!Continue

  • agile Mobile

    New Version of agile Rep Available for Download…

    Byagile Administrator January 31, 2013February 21, 2023

    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

    Read More New Version of agile Rep Available for Download…Continue

  • Reports

    New Reports are Now Available!!

    ByLisa January 24, 2013February 21, 2023

    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! …

    Read More New Reports are Now Available!!Continue

  • Quotes

    New Quote Items!

    ByDavid January 16, 2013February 21, 2023

    A new version of agile Quotes is available this morning. It includes two nice enhancements:

    • The addition of screen totals in the Quote header
    • New option for default price point

    Read More New Quote Items!Continue

  • Quotes

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

    ByDavid January 8, 2013February 21, 2023

    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

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

  • agile Mobile

    New agile Rep Version Available for Download

    Byagile Administrator December 10, 2012February 21, 2023

    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

    Read More New agile Rep Version Available for DownloadContinue

  • Quotes

    December Quote Enhancements!

    ByDavid December 3, 2012February 21, 2023

    A new version of agile quotes is now available! Here are some of the highlights…

    • Speed Improvements!
    • Create New Quote functionality from within a quote
    • Printing of Additional Quote Person
    • Factor Management Enhancements
    • CIP Entry Enhancements
    • Printing and Saving Changes
    • Non-ABL Settings

    Read More December Quote Enhancements!Continue

  • Orders | Projects | Quotes

    Upload Emails to and from agile!

    ByLinda November 13, 2012February 21, 2023

    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

    Read More Upload Emails to and from agile!Continue

  • Projects

    Today’s Enhancements: Project Container

    ByLinda November 8, 2012February 21, 2023

    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 #

    Read More Today’s Enhancements: Project ContainerContinue

  • Contact Management | Orders | Projects

    Major Improvement is Here!

    ByLinda November 7, 2012February 21, 2023

    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…

    Read More Major Improvement is Here!Continue

  • Submittal Generator

    More Enhancements to Submittals!

    By November 5, 2012February 21, 2023

    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 …

    Read More More Enhancements to Submittals!Continue

  • Quotes

    Trick or Treat? Another round of agile Quote Treats…

    ByDavid October 31, 2012February 21, 2023

    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

    Read More Trick or Treat? Another round of agile Quote Treats…Continue

  • Orders

    Fantastic Additions to Order Management

    ByChristi October 30, 2012February 21, 2023

    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 …

    Read More Fantastic Additions to Order ManagementContinue

  • Orders

    Non-ABL Commission Splits for OM

    ByChristi September 27, 2012February 21, 2023

    A recent deployment of agile Order Management now includes improvements to the entry of commission splits for Non-ABL orders. You now have the ability to

    • Assign commission splits to Non-ABL agents
    • Enter an Overage Commission Split % along with the Standard Commission Split %
    • Display agency splits on the Manufacturer PO Printout

    Read More Non-ABL Commission Splits for OMContinue

  • Reports

    Several more Report Enhancements that you asked for!

    ByLisa September 26, 2012February 21, 2023

    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! …

    Read More Several more Report Enhancements that you asked for!Continue

  • Quotes

    Factoring and Other Improvements to agile Quotes!!!

    ByDavid September 25, 2012February 21, 2023

    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

    Read More Factoring and Other Improvements to agile Quotes!!!Continue

  • Orders

    Presenting Non-ABL Enhancements for OM!

    ByChristi September 24, 2012February 21, 2023

    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

    Read More Presenting Non-ABL Enhancements for OM!Continue

  • Bid Board | Projects

    More Bid Board and Project Container enhancements to improve the agile experience!

    ByLinda September 20, 2012February 21, 2023

    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

    Read More More Bid Board and Project Container enhancements to improve the agile experience!Continue

  • Quotes

    Commission Incentive Program Enhancements…

    ByDavid September 10, 2012February 21, 2023

    The Commission Incentive Program has been expanded to include Healthcare Lighting®. This enhancement provides you more profit opportunities for your selling efforts, and makes the CIP process much easier for your agency.

    CIP continues to pay an attractive 90/10 split. This change is now operational in agile.

    Read More Commission Incentive Program Enhancements…Continue

  • Quotes

    Surprise! Another round of agile Quote Enhancements…

    ByDavid August 28, 2012February 21, 2023

    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

    Read More Surprise! Another round of agile Quote Enhancements…Continue

  • Projects | Specifications

    Spec Registration Credit is now defaulting to 50%!

    ByLinda August 27, 2012February 21, 2023

    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….

    Read More Spec Registration Credit is now defaulting to 50%!Continue

  • Orders

    agile OM Enhancements to make your life easier!

    ByChristi August 21, 2012February 21, 2023

    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

    Read More agile OM Enhancements to make your life easier!Continue

  • Bid Board

    More agile Bid Board Enhancements!

    ByLinda August 20, 2012February 21, 2023

    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

    Read More More agile Bid Board Enhancements!Continue

  • Bid Board

    More agile Bid Board Enhancements!

    ByLinda August 20, 2012February 21, 2023

    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….

    Read More More agile Bid Board Enhancements!Continue

  • Commission Reconciliation | Post Sales

    Improvements to agile Payments

    ByLisa August 8, 2012February 21, 2023

    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…

    Read More Improvements to agile PaymentsContinue

  • Projects | Specifications

    Another round of agile Project Container and Spec Registration Enhancements!

    ByLinda August 7, 2012February 21, 2023

    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

    Read More Another round of agile Project Container and Spec Registration Enhancements!Continue

  • Quotes

    Exciting New Line Types (Assembly/Parts) in agile Quotes!

    ByDavid July 30, 2012February 21, 2023

    Have you ever wanted to group a set of Quote lines together as an assembly? And then decide how to expose the products and pricing that make up that assembly? Well this functionality is now available in agile Quotes. Check out this quick 5 minute training video below to learn how to use the new…

    Read More Exciting New Line Types (Assembly/Parts) in agile Quotes!Continue

  • Configurator

    Controls Designer Enhancements!

    By July 25, 2012February 21, 2023

    Based on the feedback we heard from you, we are introducing new features to Controls Designer! More updates will follow later this summer, but this week’s update of Controls Designer includes: Enhancements to help you review a riser diagram and ensure a network is not overloaded in terms of device number limits Option to omit…

    Read More Controls Designer Enhancements!Continue

  • Quotes

    Another round of agile Quote Enhancements!

    ByDavid July 18, 2012February 21, 2023

    We are pleased to provide a new release with some great enhancements requested by our power users.  The enhancements fall into the following categories:

    • Controls Designer Integration to Quote
    • Improvements to the Manufacturer Breakout document
    • Lamp Lines
    • Non-ABL
    • Defaults for Quote Person and Default Standard Notes
    • Other

    Read More Another round of agile Quote Enhancements!Continue

  • Reports

    New Reports Now Available!

    ByLisa July 16, 2012February 21, 2023

    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.

    Read More New Reports Now Available!Continue

  • Projects | Specifications

    agile Project Container and Spec Registration Enhancements!

    ByLinda July 10, 2012February 21, 2023

    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

    Read More agile Project Container and Spec Registration Enhancements!Continue

  • Bid Board

    agile Bid Board Enhancements!

    ByLinda June 25, 2012February 21, 2023

    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 …

    Read More agile Bid Board Enhancements!Continue

  • Bid Board

    agile Bid Board Enhancements!

    ByLinda June 25, 2012February 21, 2023

    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…

    Read More agile Bid Board Enhancements!Continue

  • Configurator

    Announcing Controls Designer 2.0…

    By June 13, 2012February 21, 2023

    In an effort to reduce the cycle time necessary to create submittals on LC&D jobs, Controls Designer now includes the ability to enter load schedule information on LC&D Relay Panels, Time Clocks, Digilinks, Switches, and Photocell Cards. As a result, Controls Designer now generates a more complete submittal package with programming information for LC&D jobs…

    Read More Announcing Controls Designer 2.0…Continue

  • agile Mobile

    agile Contractor Now Available on the Desktop/Laptop and other Mobile Devices!

    Byagile Administrator June 12, 2012February 21, 2023

    Have you been waiting for agile Contractor to become available on devices other than the iPhone and iPad? We are pleased to announce that we have expanded the offering of agile Contractor across platforms. We now have two offerings of agile Contractor!  In addition to the iPad/iPhone version, we are excited to make available the…

    Read More agile Contractor Now Available on the Desktop/Laptop and other Mobile Devices!Continue

  • Reports

    Check out these new Reports…

    ByLisa June 4, 2012February 21, 2023

    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: …

    Read More Check out these new Reports…Continue

  • Quotes

    More agile Quote Enhancements!

    ByDavid May 30, 2012February 21, 2023

    In addition to the Overage changes mentioned in yesterday’s blog, this week’s release of agile Quotes (1.14.6.0) includes:

    • Ease of use Improvements
    • New Functionality
    • Bug Fixes

    Read More More agile Quote Enhancements!Continue

  • Quotes

    Overage Improvements in agile Quotes!

    ByDavid May 29, 2012February 21, 2023

    With the latest release of agile Quote (1.14.6.0) several enhancements to have been made to applying Overage.

    • You can now manually enter the final price for a product in the “Total Unit $” field which will then backwards calculate the Overage for you based on the Unit $ you entered.
    • The Spread dialog has been completely revamped to allow you spread dollars to either the Unit $ or Overage for ABL and Non ABL lines

    Read More Overage Improvements in agile Quotes!Continue

  • Projects | Specifications

    STAR Elimination and Replacement Update!

    ByLinda May 17, 2012February 21, 2023

    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….

    Read More STAR Elimination and Replacement Update!Continue

  • Projects | Specifications

    STAR Elimination and Replacement!

    ByLinda May 10, 2012February 21, 2023

    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 ….

    Read More STAR Elimination and Replacement!Continue

  • Orders

    agile Order Management Becomes More Efficient!!

    ByChristi May 9, 2012February 21, 2023

    A recent release of agile Order Management has been put into production. We have made several enhancements to the Order Management application to improve the efficiency of processing orders. Below are the changes that are contained in this release:

    • Multi-Edit tool for non-ABL orders
    • Recent Orders and Favorites
    • Search options saved for quicker searching
    • Ability to pre-populate the commission % and ovg commission split % on hold orders and orders if set up on the non-ABL manufacturer’s contact management record
    • LLI order types will now require that the Country of Ultimate Destination be set prior to placing the order

    Read More agile Order Management Becomes More Efficient!!Continue

  • agile Mobile

    agile Rep Enhancements…

    Byagile Administrator May 8, 2012February 21, 2023

    Check the app store for an agile Rep update!  Here’s what’s new:

    • We have provided the ability to add or update the Project Manager on a Project
    • When viewing “My Projects” it will now retrieve projects where the logged on user is the Project Manager (in addition to the Quote Person, Follow Up Salesperson or the Rep Contact for a customer associated to the project)
    • We have updated the Specification Registration portion of the Project Container to match agile in preparation for the upcoming announcement of the new Specification Registration capabilities

    Stay tuned for more enhancements to come …

    Read More agile Rep Enhancements…Continue

  • Submittal Generator

    Envision: Customized Submittal Enhancements and more…

    By May 3, 2012February 21, 2023

    In an effort to increase the value of submittals generated for customers, Envision’s Customized Submittal sheets now include the following features: More descriptive product information and dimensional data for each component of configured assemblies such as height, wind load EPA and Weight Dimensional lines on the 3D drawing that display the actual heights of the…

    Read More Envision: Customized Submittal Enhancements and more…Continue

  • Quotes

    Acceleration in Quote Creation!

    ByDavid April 19, 2012February 21, 2023

    Attention all quoters….this is what you have been waiting for! A new version of agile Quotes (1.13.0.0) has been deployed to Production and includes features designed to accelerate the quote creation process along with speeding up the process of opening quotes! Accelerated Project Quote Creation: A new option “Project Quote (open Quote first)” has been…

    Read More Acceleration in Quote Creation!Continue

  • Quotes

    agile Quote: Enhancements to Open & Updates to Search

    ByDavid April 19, 2012February 21, 2023

    A new version of agile Quotes (1.13.0.0) has been deployed to Production and includes the following features and updates for improving Quote Open and agile stability. Opening Quotes from within a Quote: In addition to opening a quote from the dashboard, you now have the ability to open quotes from within a quote. This method…

    Read More agile Quote: Enhancements to Open & Updates to SearchContinue

  • agile Mobile

    Projects Gone Mobile!!!

    Byagile Administrator April 11, 2012February 21, 2023

    Calling all sales people! Another major blog you don’t want to miss! We are pleased to announce that you now have mobile access to your agile Project Containers via agile Rep! Be sure to download the new version of agile Rep today! agile Rep has been expanded to include visibility of Project Container. What does…

    Read More Projects Gone Mobile!!!Continue

  • Orders

    agile Order Management-New Print Options and More…

    ByChristi April 10, 2012February 21, 2023

    Want more flexibility in printing? You got it. In this release we have made major enhancements to the printing options within Order Management for both ABL and Non-ABL, as well as additional enhancements and bug fixes.

    Check out the changes in this release …

    Read More agile Order Management-New Print Options and More…Continue

  • Quotes

    agile Quotes-Additional Factor Functionality and more…

    ByDavid April 3, 2012February 21, 2023

    Do you ever find yourself needing to cleanup a Quote prior to conversion by updating the Product pricing to match the Factor pricing that the Quote was bid with? With the latest version of agile Quotes you now have the ability to easily move the difference between Factor and Product dollars to either Overage (both ABL and Non-ABL) or to the base Product price! …

    Read More agile Quotes-Additional Factor Functionality and more…Continue

  • Contact Management | Orders | Projects | Reports

    Employee Credits Re-Envisioned

    ByLisa April 2, 2012February 21, 2023

    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…

    Read More Employee Credits Re-EnvisionedContinue

  • Reports

    Introducing the Executive Briefing Book

    ByLisa March 28, 2012February 21, 2023

    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…

    Read More Introducing the Executive Briefing BookContinue

  • Projects

    agile Project Container Major Changes!

    ByLinda March 26, 2012February 21, 2023

    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.

    Read More agile Project Container Major Changes!Continue

  • Orders

    More OM Enhancements!

    ByChristi March 19, 2012February 21, 2023

    A new version of Order Management has been deployed to production. The major changes in this version include:

    • Ability to select non-ABL instructions on the hold order
    • Ability to select multiple contractors on new hold order creation

    Read More More OM Enhancements!Continue

  • Orders | Quotes

    Improved Lamp Line Functionality!

    ByChristi March 12, 2012February 21, 2023

    A recent deployment of agile Quotes and Order Management improvements have been made to Lamp Line functionality. Ability to tie a Lamp Line to a Product Line: Once a Lamp Line is tied to a Product Line any changes to the Product Line quantity will automatically update the number of required lamps on the Lamp…

    Read More Improved Lamp Line Functionality!Continue

  • Contact Management | Orders | Post Sales | Projects | Quotes | Reports

    Non-ABL Explained!

    ByChristi March 8, 2012February 21, 2023

    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.

    • Overview (3:20)
    • Setup (3:43)
    • Sales Part 1 (3:12)
    • Sales Part 2 (4:16)
    • Post Sales (3:12)

    Read More Non-ABL Explained!Continue

  • Orders

    More OM Enhancements!

    ByChristi February 27, 2012February 21, 2023

    A new version of Order Management has been deployed to production. The major changes in this version include:

    • Restored type ahead functionality to drop down boxes
    • Ability to split a line’s quantity on the hold order
    • Addition of the quantity field to the Multi Edit tool on the hold order

    Read More More OM Enhancements!Continue

  • Quotes

    agile Quote Enhancements! Cut & Paste/Excel Printouts

    ByDavid February 22, 2012February 21, 2023

    A new version of agile Quote (1.10.15.0) has been deployed to production. This version includes the following enhancements:

    • Cut & Paste: The Cut option has been added allowing you to quickly move multiple lines within a quote or between quotes.
    • Excel Printouts: Printouts can now be Printed and E-mailed as Excel Documents as well as the current PDF option

    Read More agile Quote Enhancements! Cut & Paste/Excel PrintoutsContinue

  • Reports

    Important Changes Regarding agile Reporting

    ByLisa February 21, 2012February 21, 2023

    Based on feedback from the field, we have changed the current report structure to allow easier navigation through the reporting options …

    Read More Important Changes Regarding agile ReportingContinue

  • Orders

    OM Enhancement and Fixes…

    ByChristi February 14, 2012February 21, 2023

    A new version of agile Order Management has been deployed to production and includes some major enhancements including:

    • Enhancements to printing
    • Ability to estimate Sales Tax
    • Ability to assign an OM project manager
    • Visibility of the order total on the Project Container OM tab
    • Fixes to issues with critical notes, on site dates and orders not opening from the project container

    Read More OM Enhancement and Fixes…Continue

  • Projects

    Project Container: Quick Tips and Tricks Video Series

    ByLinda January 19, 2012February 21, 2023

    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)

    Read More Project Container: Quick Tips and Tricks Video SeriesContinue

  • Price History

    Price History Performance Improvements…

    ByDavid January 18, 2012February 21, 2023

    Recently, you may have noticed that the Price History application was having issues returning data in a timely fashion.  We analyzed the situation and made a few changes which resulted in a more stable application. First, we removed some unnecessary data in the Price History database.  Quote lines that had been ordered were still showing…

    Read More Price History Performance Improvements…Continue

  • Quotes

    Quote: Multi-Send is Here!

    ByDavid January 16, 2012February 21, 2023

    Want to save time when you send a quote to multiple distributors and/or contractors? Would you prefer fewer clicks when you send a quote to multiple contacts? Multi-Send allows you to do just that. With Multi-Send, you can distribute a quote to multiple contacts using a single dialog. You can still modify the price and…

    Read More Quote: Multi-Send is Here!Continue

  • Quotes

    agile Quote Enhancements…

    ByDavid January 12, 2012February 21, 2023

    A new version of agile Quote (1.9.21.0) has been deployed to production. This release includes the following major items:

    • Save as New Version: A new Save option allowing you to create a new version of the quote based off your current unsaved changes.
    • Print Price Override: A new Price Override flag has been added that allows you to force a line to print unit pricing even on Lump Sum printouts.
    • Spread to Selected Lines: The Spread button will now spread to selected lines instead of all lines

    Read More agile Quote Enhancements…Continue

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