Agility Blue Update (January 2024)
What's New?
Exporting Data Enhancements
A new CSV file export option has been added to the grid export dropdown menu titled "Export all pages to CSV". This feature allows you to export the entire grid data across all pages - a significant enhancement over the XLSX export option that is limited to the current page only. Similar to the XLSX export, the CSV export will retain and apply all active filters, sortings, and visible fields in the grid at the time of export.
The "Export to Excel" option in the grid menu has been renamed to "Export current page to XLSX" to more accurately reflect its functionality. This change clarifies that the action exports only the data from the currently visible page in XLSX format.
Volume Associations
Volumes can now be directly associated with matters and clients, without the necessity of linking them to a specific task or project. This new process follows a similar association control flow as utilized in media log entries and billing entries, offering more flexibility and streamlined operations.
Other Enhancements
We've made several other improvements to streamline your experience:
A warning message pops up if you try to navigate back while a modal window is open to help prevent losing unsaved form changes from accidentally using the browser's back button.
Task email messages can now be created in several locations: The task toolbar, the task context menu, the task card on the open tasks dashboard, or the record context menu on the tasks grid page.
For Enterprise organizations that use the SFTP file import service, it is now possible to import data into reference fields. See Help Documentation for more information.
Bug Fixes
Bugfix Fixed an issue where project template tasks that had sorting applied using an id or date field in descending order would show the tasks sorted in ascending order after being created.
Bugfix Fixed an issue where a selected matter would not be saved in certain situations when creating a new project template.
Bugfix Fixed an issue where projects referenced in a custom object would lose their key value after subsequently updating the custom object entry causing the reference value to become stale and no longer responsive to name changes from the referenced item.