Agility Blue Update (September 2023)
What's New?
Multi-edit Feature Release
The powerful new multi-edit feature has been promoted from feature preview to general release after several months of testing, and it is no longer required to be in feature preview mode to use multi-edit. The following updates have been applied to multi-edit:
You can now apply multi-edit actions to tasks and task groups within the project details page.
Holding the shift key selects or deselects multiple rows at once within a grid in multi-edit mode.
Items no longer remain selected after a multi-edit action has been applied.
Additionally, the following grids have been updated to support the multi-edit and multi-delete functionality:
Dashboards:
All Open Projects Dashboard
My Open Projects Dashboard
Project Drafts Dashboard
Client Level:
Matters grid
Projects grid
Tasks grid
Media log entries grid
Volumes grid
Billing entries grid
Matter Level:
Projects grid
Tasks grid
Media log entries grid
Volumes grid
Billing entries grid
Project Level:
Media log entries grid
Volumes grid
Billing entries grid
To bring up the multi-edit capabilities on a suppported grid, click on the multi-edit toggle button icon on the far left side of the grid toolbar. When multi-edit is enabled on a grid, the selection mode drop down, edit selected records button, apply an action to selected records button, delete selected records button, select/deselect records on the current page checkbox, and select/deselect record checkboxes will be shown. The multi-edit selection mode drop down will give you the opportunity to choose the selection type (either selected records, or all filtered records). After selecting the records you wish to update, click the edit button, and you will be presented with the multi-edit form for that object.
For more information on using the multi-edit feature in Agility Blue, check out our help documentation article.
Email Templates Update
The following updates have been made to email templates:
Added the ability to define a subject in email templates. If a subject already exists in the email message, the field will not be overwritten (when applying the template).
Added the ability to define to, cc, and bcc recipients in email templates. The values in these fields will be carried over if the email fields are empty when applying a template that contains these fields. If a value already exists in the email message, the field will not be overwritten (when applying the template).
Because email templates now include elements other than just the body, the "Apply an email template" link on the email message window was moved up higher in the UI.
General Enhancements
Custom object entries now record history (Create, update, and delete events)
Context menus have been added to the dashboard projects grids so projects can now be edited or deleted directly without having to leave the dashboard grids.
The category grouping for the forms, tags, and billing types grids can now be toggled on or off using a button next to the grid filter rows button. This is useful in instances where users would like to export the grid data to Excel without the extra category rows caused by the grouping.
Bug Fixes
Fixed a syncing issue where moving matters or clients wouldn't update billing entries associated with child projects and tasks.
Fixed an issue where attempting to remove a recipient from a task email message reply would cause the recipient to be duplicated in the UI.