Agility Blue Update

What's New?

Task Form Reference Fields

A new Reference data type has been added to task forms. Reference fields allow you to select one or more values of a defined object while filling out a task form. This can be useful in situations where you would like to reference, for example, another project, a contact, or a user in Task instructions. When a referenced object is updated, the changes are reflected instantly across any field that references it.

Dialog Window Enhancements

• Dialog windows now include a button that allows you to re-adjust the height of the window.

• Add new objects on the fly from a dialog window. Object values that can be created this way include Clients, Contacts, Forms, Matters, Projects, and Tags.

Other Updates

• A new Settings tab has been added for Media Log Entries for additional customization.

• The Project Portal has been updated with the following enhancements:

  • Updated Icons and refreshed user interface.

  • Added the ability for users to upload attachments while creating tasks.

  • Task forms have been updated to respect conditional field logic.

  • Task forms have been updated to include the new Reference field type.

Contact us today to see Agility Blue in action, or to check out our latest updates and integrations.