Agile Blog – Page 7 – The Latest from Agile

Orders

OM Enhancements…
ByChristi January 11, 2012February 21, 2023
A new version of agileOrder Management is now available. Check out these new enhancements and issues addressed
- Visibility of the End Use field on the Hold Order and Order header. For Non-ABL orders End Use field can be modified
- Allow the specifier flag on the Contact tab to transfer over to the Contact tab on the hold order during quote conversion
- Display file description instead of file name when selecting email’s document attachments from the print options screen
- Display the Carrier and Pro # on the project view grid
- Allow shipments with multiple invoices to display the invoice number as “Multi”
- Print Order # on Non-ABL Return Request document
Read More OM Enhancements…
Quotes

agile Quote: Quick Tips and Tricks Video Series
ByDavid December 19, 2011February 21, 2023
The agile Quote Quick Tips and Tricks video series is now available. The 5 videos in this series cover tips and tricks that can speed up and enhance your experience in the Quote application.

The entire series takes less than 12 minutes to watch (see lengths below).
- Preferences and Helpful Features (2:10)
- Quick Quote and Layouts (2:21)
- Quote Toolbars and Tools (2:10)
- Standard Notes (2:21)
- Hotkeys (2:43)
Read More agile Quote: Quick Tips and Tricks Video Series
agile Mobile

agile Rep…More Enhancements!
Byagile Administrator December 12, 2011February 21, 2023
A new version of agile Rep is available for download and includes these enhancements:
- You now have the ability to enter a job name on a quote and have it print on the quote email
- We have provided the option to email a quote with either unit pricing or total only
- In order to protect from accidentally divulging unit pricing in a lump sum situation, we have added an extra step to expand visibility of unit and extended line item pricing when drilled into line detail
Read More agile Rep…More Enhancements!
Post Sales

Credit and Invoice Viewer Enhancement!
ByLisa December 7, 2011February 21, 2023

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.

Read More Credit and Invoice Viewer Enhancement!
agile Mobile

agile Rep…Enhancements You Requested!
Byagile Administrator December 5, 2011February 21, 2023
A new version of agile Rep is available for download! Download it now to take advantage of the new features including:
- Order Entry Date visibility and search
- Order email address override
- Default Quote email address
- Visibility of Quote Number on Quote Email
Read More agile Rep…Enhancements You Requested!
Quotes

Another Round of agile Quote Enhancements…
ByDavid November 29, 2011February 21, 2023
We have heard your feedback and continue to make the enhancements you are requesting! Check out these new features recently made available in agile Quotes.
- Ability to open a quote from your 25 most recent list
- Pick quotes as favorites so they do not drop off your 25 most recent list
- Config Center columns (Lead Time and Max Order Qty) are now available to be added to your quote views
- Ability to enter commission percent in the price box to calculate unit pricing
- Option to autosend a quote email thus bypassing the email dialog box
- Visibility of job aliases when creating a new project
Read More Another Round of agile Quote Enhancements…
Follow-Up | Orders | Projects | Quotes

Following Through with Follow-Ups
ByLinda November 15, 2011February 21, 2023

agile is equipped to assist you with an important step of the sales process, the follow-up. Whether the follow-up is on a bid, confirming specifications, customer inquiry, or any other type of follow-up, agile can incorporate this critical step. Watch the following short 7 minute video for a quick introduction and walkthrough of the follow-up…

Read More Following Through with Follow-Ups
Projects

Check it out….More Project Container Enhancements…
ByLinda November 10, 2011February 21, 2023
We are on a roll making enhancements to agile! Check out these new features in Project Container:
- Assignment of more than one Follow-Up Salesperson: You now have the ability to assign more than one salesperson as the follow-up salesperson on a project.
- Project Container Read Only Role: Do you have people in your agency who just need visibility of jobs? There is now a new role called Project Container – Read Only that can be assigned to users who only need the ability to view Project Container information with no editing capability.
- Job Alias Visibility: You can now hover the cursor over the job name field on the dashboard to quickly view the job aliases assigned to a Project Container. This will also help clarify search results when projects with job aliases are returned.
- Project Search Change: We addressed your request to display your selections in the various search boxes versus displaying ‘Select One’. You will now see your selection displayed in the box and if there are multiple selections, you will see ‘multiple’ displayed in the box.
Stay tuned for more enhancements coming soon!
Read More Check it out….More Project Container Enhancements…
agile Mobile

Ultimate Mobility! agile Rep is Available for Download…
Byagile Administrator November 2, 2011February 21, 2023

agile Rep is a new mobile app for the iPhone or iPad. agile Rep replaces agile Mobile and is made available exclusively to Acuity Brands Lighting factory authorized sales agents/reps. agile Rep has a new and improved layout for checking availability and pricing and issuing quick quotes from the mobile device and new features such as checking order status for ABL and Non-ABL orders and tracking shipments.

Read More Ultimate Mobility! agile Rep is Available for Download…
Orders

OM Enhancements for Non-ABL…
ByChristi October 18, 2011February 21, 2023
We are pleased to tell you about some new functionality added to Order Management especially for processing Non-ABL orders including:
- The availability of a new Manufacturer Purchase order Printout
- The ability to generate a Return Request and Request Authorization from Non-ABL orders
- The implementation of Standard Notes for Non-ABL orders
Read More OM Enhancements for Non-ABL…
Orders

Quick Tips and Tricks for Navigating OM
ByChristi October 13, 2011February 21, 2023

Want to speed up your ordering process? Then this blog is for you! The Order Management application, or OM, contains several methods that are available for speeding up the agent ordering process from dashboard views to creating hold orders to adding standard notes. The following video covers these helpful tips and tricks. (Don’t see the…

Read More Quick Tips and Tricks for Navigating OM
Contact Management | Orders | Post Sales | Projects | Quotes | Reports

New agile Non-ABL Buy/Sell Functionality…
ByChristi October 6, 2011February 21, 2023

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…

Read More New agile Non-ABL Buy/Sell Functionality…
Orders

Envision Enhancement Update!
ByChristi September 29, 2011February 21, 2023

To improve the usability and functionality of Envision, several enhancements are now available! A more detailed Long Description now displays in the Description column of the Project Basket. To the extent possible, Envision will now parse invalid catalog numbers from agile, which will allow the user to correct the catalog number in Envision based on…

Read More Envision Enhancement Update!
Quotes

Don’t Miss This Blog…More agile Quotes Enhancements!
ByDavid September 14, 2011February 21, 2023
A new version of agile Quote (1.7.23.0) has been deployed to production. Major changes in this version include:
- “Fixture Type” Auto-Copy is now controlled by a preference which can be set to “On”, “Prompt” or “Off”
- You now have the option to include Overage when using Factors
- The ability to indicate during the “Submit for Review” process that you want the requested version to be flagged as the “Active” one once the Quote Department review is complete
- Visibility of print history and ABL manufacturer breakouts on Rep Copy of Quote print out
- Several Dashboard improvements recently seen in other agile applications have been added to the agile Quote dashboard
Read More Don’t Miss This Blog…More agile Quotes Enhancements!
Projects

Project Container Enhancements YOU Have Requested!
ByLinda September 13, 2011February 21, 2023

You asked, and we listened. Project Container has been enhanced to make the project experience more user friendly!

Read More Project Container Enhancements YOU Have Requested!
Contact Management

Contact Management Enhancements and Bug Fix
ByLinda August 22, 2011February 21, 2023

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.

Read More Contact Management Enhancements and Bug Fix
Projects

Project Container Dashboard Enhancements!
ByLinda August 18, 2011February 21, 2023

Rolling right along with the recent enhancements to the Order Management dashboard, the Project Container dashboard has also been enhanced. Similar to the enhancements on the OM dashboard, the PC dashboard allows you to access important project information without having to open the project.

These streamlining enhancements include the ability to …

Read More Project Container Dashboard Enhancements!
Quotes

agile Quote: Ditto’s Back!–and Other agile Quote Changes
ByDavid August 9, 2011February 21, 2023

One of the most frequently requested enhancements for agile Quotes (version 1.7.10) is the AQS feature, “Ditto”. “Ditto” is now available in agile Quotes. But wait! There’s more…

Read More agile Quote: Ditto’s Back!–and Other agile Quote Changes
Quotes

agile Quote: Fixture Type Auto-Copy
ByDavid August 9, 2011February 21, 2023

Today’s release of agile Quote includes the ability to auto-copy lines when the same Fixture Type is added. This feature will allow you to quickly copy lines when it’s necessary to put the same Fixture Type on a quote multiple times (for example Floor 1 grouping, Floor 2 grouping, etc…). After entering the Fixture Type…

Read More agile Quote: Fixture Type Auto-Copy
General Information

Announcing the elimination of your Agency Database Server!
ByDavid August 1, 2011February 21, 2023

As we wind down the deployment of agile Quotes at the end of August, we are happy to announce that your agency will no longer be required to maintain a local agency database server! For over a decade, this server was used to host an IBM DB2 database (OLA) required by AQS, ACE 6.0 and…

Read More Announcing the elimination of your Agency Database Server!
Reports

New agile Project-Quote Reports!
ByLisa July 21, 2011February 21, 2023
In an effort to continue to provide reporting to help agents track Project and Quote activity we have deployed four new Project-Quote reports.
- Quote Hit Rate
- Overage Quote Report
- Project-Quote By Customer
- QuickQuote Report
Read More New agile Project-Quote Reports!
Quotes

Quick Quote (the application) is being decommissioned!
ByDavid July 11, 2011February 21, 2023

As part of our goal to get all users onto one quotation system, we have implemented the necessary functionality to create and process quick quotes in agile Quote. With the introduction of Price History last week, the final piece is in place which will allow us to decommission the Quick Quote 1.0 application (introduced in…

Read More Quick Quote (the application) is being decommissioned!
Orders

OM Dashboard Enhancements! Don’t miss this blog!
ByChristi July 6, 2011February 21, 2023
Recent enhancements have been made to the Order Management dashboard allowing you to access important order information right on the dashboard without having to open the order. You won’t want to miss out learning more about these streamlining enhancements which include the ability to:
- View notes that are attached to orders right from the dashboard
- View documents that are attached to orders right from the dashboard
- Quickly search for orders by a variety of information right from the dashboard
- Determine the overall shipment status of an order right on the dashboard
Read More OM Dashboard Enhancements! Don’t miss this blog!
Request for Definition (RFD)

agile RFD Enhancements!
ByChristi July 5, 2011February 21, 2023

A new version of agile RFD has been deployed to production. Now an RFD sent back for clarification can be edited and resubmitted! Check out what’s new…

Read More agile RFD Enhancements!
Price History

Introducing…Price History!!
ByDavid June 30, 2011February 21, 2023

Price History is now available! We are pleased to announce the availability of agile Price History for ABL and Non-ABL products entered in agile. Price History is available in agile Quotes and as a standalone application. With the addition of this powerful tool you now have the ability to view a two-year historical list of…

Read More Introducing…Price History!!
Quotes

New Documents Tab in agile Quote!
ByDavid June 29, 2011February 21, 2023

A new Documents tab has been added in the agile Quote application. You are now able to upload documents directly to the Quote through the new Documents tab!

Read More New Documents Tab in agile Quote!
Quotes

Adding Non-ABL Price Files to agile
ByLinda June 17, 2011February 21, 2023

We are pleased to announce new functionality which allows you to load non-abl pricing to agile to be accessible within agile Quotes.

Read More Adding Non-ABL Price Files to agile
Quotes

New agile Quotes Enhancements!
ByDavid June 6, 2011February 21, 2023
A new version of agile Quotes (1.6.9.0) has been deployed to production! Highlights of this release include:
- Printing Enhancements
- Dashboard Enhancements
- Non-ABL Pricing Integration
Read More New agile Quotes Enhancements!
Reports

Reporting Updates!!
ByLisa May 26, 2011February 21, 2023

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.

Read More Reporting Updates!!
Request for Definition (RFD)

RFD Enhancements!
ByChristi May 26, 2011February 21, 2023
A new version of agile RFD has been deployed to production!

Highlights of this release include:
- Enhanced Email notifications
- Ability to upload documents at any time
- Fix for Project Container RFD tab
Read More RFD Enhancements!
Orders

Did My Order Ship?
ByChristi May 12, 2011February 21, 2023

Have you ever wondered why you cannot see the status of an order from the dashboard?

Read More Did My Order Ship?
Orders

New in Envision: Wall Bracket and Lowering Device Assembly Types!
ByChristi May 12, 2011February 21, 2023

New assembly types including wall brackets and lowering devices, have been added to the Configure Assembly tab in Envision. Click on the play button to see a demonstration of how to configure the assemblies. FIXTURE/WALL BRACKET ASSEMBLY VIDEO (Don’t see the video? Click here to launch video in a new window.) Unable to display content. Adobe…

Read More New in Envision: Wall Bracket and Lowering Device Assembly Types!
Commission Reconciliation

Changes To Invoices and Payments Applications
ByLisa May 5, 2011February 21, 2023

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.

Read More Changes To Invoices and Payments Applications
Quotes

New Info about Copy/Paste and Clipboard in agile Quotes
ByDavid April 27, 2011February 21, 2023

Some great new features have been added to agile Quotes to provide ease and flexibility in copying and pasting quote lines from one quote to another and copying quote lines to the clipboard!

Read More New Info about Copy/Paste and Clipboard in agile Quotes
Orders

Details about Non-ABL Overage
ByDavid April 25, 2011February 21, 2023

Hopefully you have familiarized yourself with the new items in agile Quotes to accommodate overage for Non-ABL. Let’s look at how the overage information converts to the hold order and to the final Non-ABL order.

Read More Details about Non-ABL Overage
Quotes

Holophane agile Quotes – New Functionality, Enhancements and Fixes
ByDavid April 20, 2011February 21, 2023

A new version of agile Quotes (1.5.13.0) has been deployed to Production. Highlights of this release include: Deducts (ability to enter in negative quantities) Cross-Quote Copy/Paste functionality “Clipboard” output customization Several additional enhancements and bug fixes WHAT’S NEW? Deducts: You now have the ability to enter negative quantities in agile Quotes. Please note that…

Read More Holophane agile Quotes – New Functionality, Enhancements and Fixes
Quotes

agile Quotes–New Functionality, Enhancements and Fixes
ByDavid April 20, 2011February 21, 2023
A new version of agile Quotes (1.5.13.0) has been deployed to Production. Highlights of this release include:
- Non-ABL Overage Enhancements (including full systems integration through Commission Reconciliation)
- Deducts (ability to enter in negative quantities)
- Cross-Quote Copy/Paste functionality
- Product Availability visibility on the Customer Copy Printout
- “Clipboard” output customization
- Several additional enhancements and bug fixes
Read More agile Quotes–New Functionality, Enhancements and Fixes
Orders

agile Order Management – New Features, Fixes and Enhancements
ByChristi March 24, 2011February 21, 2023
A new version of agile Order Management has been deployed to production!

Highlights of this release include:
- Visibility of Hold Order and Order Total $ on the dashboard
- Ability to export ABL and Non-ABL order lines to Excel
- Ability to export Non-ABL orders to .xml
- Automatic filling in of Mark As from Type
- Addition of new columns in the Non-ABL shipment assignment screen
Read More agile Order Management – New Features, Fixes and Enhancements
Reports

Holophane agile Reporting Updates…
ByLisa March 16, 2011February 21, 2023

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…

Read More Holophane agile Reporting Updates…
Reports

Holophane agile Quote Fixes!
ByDavid March 7, 2011February 21, 2023
A new version of Agile Quotes (1.4.20.0) has been deployed to Production! This release includes the following changes:

WHAT ISSUES HAVE BEEN ADDRESSED?

Inactive Projects:
- Addressed an issue where Quotes from inactive Projects were showing in the Quotes Dashboard. You will still be able to access them though through the “Open” and “Search” buttons if you …
Read More Holophane agile Quote Fixes!
Quotes

agile Quotes – More Enhancements and Fixes!
ByDavid March 7, 2011February 21, 2023
A new version of Agile Quotes (1.4.20.0) has been deployed to Production! This release includes the following changes:
- Integration of P&I 708 Standard Instructions into Agile Quotes
- Cell Highlighting for 0/empty Quantities and Unit $
- Line Comments in the Rep Copy
- CIP fixes for MAP’d lines
Read More agile Quotes – More Enhancements and Fixes!
Commission Reconciliation

Introducing…Non-ABL Commission Reconciliation
ByLisa February 23, 2011February 21, 2023

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.

Read More Introducing…Non-ABL Commission Reconciliation
Quotes

Holophane agile Quotes New Features, Fixes and Enhancements
ByDavid February 22, 2011February 21, 2023

A new version of agile Quotes (1.4.13.0) has been deployed to Production! Highlights of this release include: Integration of Standard Instructions into agile Quotes Ability to re-pull updated, Approved RFD information Cell Highlighting for 0/empty Quantities and Unit $ Several bug fixes dealing with lines and missing data WHAT’S NEW? END USER & SPECIFIER: The…

Read More Holophane agile Quotes New Features, Fixes and Enhancements
Quotes

agile Quotes New Features, Fixes and Enhancements
ByDavid February 22, 2011February 21, 2023
A new version of agile Quotes (1.4.13.0) has been deployed to Production! Highlights of this release include:
- Integration of P&I 708 Standard Instructions into agile Quotes
- Cell Highlighting for 0/empty Quantities and Unit $
- Line Comments in the Rep Copy
- CIP fixes for MAP’d lines
Read More agile Quotes New Features, Fixes and Enhancements
Reports

agile Reports Role Changes
ByLisa February 9, 2011February 21, 2023

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.

Read More agile Reports Role Changes
Reports

Introducing…agile Project-Quote Report
ByLisa December 21, 2010February 21, 2023

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.

Read More Introducing…agile Project-Quote Report
agile Mobile

New and Improved agile Mobile
Byagile Administrator November 29, 2010February 21, 2023

Have you downloaded agile Mobile to your iPhone, iPad or iTouch yet? What are you waiting for? You can have product pricing and availability at your fingertips! If you already use agile Mobile, check out the new enhancements to improve the user experience.

Read More New and Improved agile Mobile
Projects

Project Container and agile Quotes Related?
ByDavid November 18, 2010February 21, 2023

Today’s blog will address a question that you may be asking yourself. How are the Project Container and agile Quotes related? If you used Project Container prior to getting agile quotes, you know that it is the basis of agile. Project Container houses all of the information relative to a given project such as…

Read More Project Container and agile Quotes Related?
Projects

Check out these new agile Enhancements…
ByLinda October 27, 2010February 21, 2023

A new release of agile is now in production with enhancements to Project Container, Submittal Generator and Contact Management.

Read More Check out these new agile Enhancements…
Configurator

Introducing…Controls Designer
By October 26, 2010February 21, 2023

Controls Designer is a web-based lighting controls layout and configuration application which generates a project’s one-line drawing, bill of material and submittal package for Synergy products & Sensor Switch standard sensors.

Read More Introducing…Controls Designer
Quotes

Introducing… agile Quotes
ByDavid October 21, 2010February 21, 2023

We are pleased to announce that the general release of agile Quotes is well underway and will be completed for all C&I ED and International agencies by January 2011. This new, robust tool will replace AQS as your quotations system for both ABL and Non-ABL. agile Quotes has many great features that will allow you…

Read More Introducing… agile Quotes
Post Sales

Enhancements to agile ABL Payments
ByLisa September 30, 2010February 21, 2023

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?

Read More Enhancements to agile ABL Payments
Post Sales

Introducing…agile Commission Reconciliation-ABL Payments
ByLisa September 7, 2010February 21, 2023

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…

Read More Introducing…agile Commission Reconciliation-ABL Payments
agile Mobile

Introducing…Acuity Brands agile Mobile
Byagile Administrator August 26, 2010February 21, 2023

agile Mobile is an application made available exclusively to Acuity Brands Lighting factory authorized sales agents/reps and provides the ability to search for products, check pricing and availability, view product specification sheets and add products to a shopping basket for quoting purposes. The items in the shopping basket can be emailed as a quote to…

Read More Introducing…Acuity Brands agile Mobile