Agility Blue Update
What’s New?
UI Enhancements
A copyable link has been added to share or bookmark a report.
Most items now display “last updated by” and “last updated on” information.
Link back to the associated contact, client, matter, project, or task when viewing history.
Navigate back from detail info using the new "Bread-crumbs" navigation button.
System quick links (the icons that were shown at the top right of the app) are now hidden by default. They can be re-enabled within the workspace settings page, if desired.
Rich Text Editor Enhancements
The rich text editor received 4 new styles that can be used to format text located under the "Format" dropdown list. These styles can help add emphasis within instructions, notes, or comments. The new formats are:
Highlighted Text
Success Highlight
Error Highlight
Inline Monospaced
Resizing the rich text editor within a pop-up window will automatically re-size the pop-up window.
Horizontal rule lines can now be inserted into the rich text editor by using the new "Insert" dropdown list.
Pre-formatted blocks of text can now be inserted into the rich text editor by using the new "Insert" dropdown list.
Using the tab key (or the tab + shift keys) within the rich text editor will now indent text, increase the current bullet or numbered list level, and navigate between table cells within a table.
Dependency Changes
The first name and last name fields are no longer required to create or update a contact.
Volumes no longer require a project dependency to be created and can now be created on the workspace-level volumes grid page.
Our API documentation has moved to https://apidocs.agilityblue.com (the old location will still work).
Feature Preview - Email Enhancements
Task email messaging has entered the second phase of updates within feature preview. 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 are also placed directly within the task (similar to comments for users).
Updates for phase 2 include:
Reply cleanup routines for incoming Outlook and Gmail messages have been tightened.
Task email messages can now be deleted from within the task.
Task email messages can now be unlinked within the task. Unlinking email messages places the email message at the workspace level (no task ownership).
Task email messages can now be edited. This is often desired to help clean-up messages where artifacts of the reply slipped through the response process and helps keep the thread tidy.
Phase 3 (Coming soon™) addresses the ability to apply email templates and add attachments while composing task email messages.
Bug Fixes
Fixed an issue on the workspace user details page where the notification rules tab was not being displayed for users with permissions to edit their own notification rules.
Fixed an issue where deleting a task would display a constraint error if the task had only volume entries linked to it.