Agility Blue Update
What's New?
Billing Entry Object Updates
You can now define custom fields for the billing entry object.
Billing entry objects can now be used as references in task forms.
Dropdown List Virtual Scrolling
The user and contact dropdown list pickers have been updated to accommodate workspaces with over 1,000 users or contacts. The dropowns now display and ifinite number of users or contacts.
General Enhancements
Adding user access to a workspace now automatically creates a contact entry for that user.
All tags can now be removed from a project.
The option for "Assign to Me" when assigning a task no longer appears when a task is already assigned to the current user.
Direct grid actions such as edit and delete have been consolidated into a single action menu that uses the "hamburger button" convention (an icon with 3 vertical lines).
Bug Fixes
Fixed a permissions issue with generating client links on the media log entries grid.
Fixed an issue with creating new users via Microsoft SSO automatic user provisioning that generated random numbers for the first and last names where Microsoft does not provide individual first and last name claims.
Fixed an issue where using the media log entry grid picker would not display custom field columns.
Feature Preview - Task Email Messages (Final Phase)
Task email messaging has entered the third and final phase within the feature preview mode. Intended for communication with contacts external to Agility Blue, this feature allows emails to be composed and tracked directly within a task. Replies to these emails support threading and are placed within the same task (similar to comments for users).
Updates for phase 3 include:
Email templates can now be applied to task emails messages.
Attachments can now be added while composing new task email messages.
Creating and updating task email messages have been added as notification events that users can apply notification rules to. Several task email message fields can have regular expressions applied as a condition such as the subject line, to, from, cc, and bcc using a "matches" or "does not match" clause. This can be useful in situations where you may want to receive a notification when the subject line matches a specific word/pattern or the from field contains a specific domain.