Check out the latest Agility Blue updates!
Check out what’s new in the latest Agility Blue update. New features, enhancements, bug fixes and more!
Add Objects On the Fly
Matters can now be created while on a Client Detail screen. There is a new button named “New Matter” within the Matters list and a link within the Action Console titled “Create a New Matter…” Creating new Matters this way will pre-populate the Client information with the current Client.
Projects can now be created while on a Matter Detail screen. There is a new button named “New Project” within the Projects list and a link within the Action Console titled “Create a New Project…” Creating new Projects this way will pre-populate the Matter information with the current Matter.
Clients can now be created while creating new Matters by using the new Plus icon next to the “Client” label.
Matters can now be created while creating new Projects by using the new Plus icon next to the “Matter” label.
Form UI Enhancements
Form names now appear on Tasks for the first section of each Form.
Task Fields that do not contain any values will now display “No Value” instead of completely omitting the field.
Email Notifications Enhancements
Reply to Agility Blue Email Notifications
The email notifications generated by the Agility Blue notifications system can now be directly replied to if an email notification has been sent on or after 9/25/2017. When an email is replied to, a new Task Comment is created for that Task. The person replying to the email notification will be listed as the creator of the Comment determined by the “From” email address. If the user replying to an email notification is not an Agility Blue user (if, for example, the email was forwarded to someone that is not an Agility Blue user and that user replies back to that email where email@example.com is listed as a recipient), then the user will be listed as the Agility Blue Service Account. Comments that were created by email replies will be adorned with an “Email Reply” badge. Attachments will be ignored. Please allow up to 30 seconds to one minute for comments to be created within Agility Blue.
Create New Projects and Tasks by sending emails directly to Agility Blue
Emails sent to firstname.lastname@example.org that come from approved domains will generate new Projects and Tasks within a registered Workspace. New Projects will be created with a single Task using the Subject line of the email as the name of the Project and Task. The “General Instructions” form is used with the Body of the email as the instructions. Only the text representation of the email will be used for security reasons (HTML and inline images/objects are stripped), however attachments can be sent and will be processed and uploaded as Task Attachments**.
New Projects and Tasks are created under a Client named “Email Requests” and a Matter named “Uncategorized”. A tag with the name of “Email Request” and category “Agility Blue” is applied to the Project. Projects can be moved to other Matters within Agility Blue by editing the Project and changing the Matter.
If the person sending the email is an Agility Blue user based on the “From” email address, that user will be used as the creator of the Project and Task and Owner of the Project. If the person is not an Agility Blue user, the Service Account will be listed as the creator with no Project Owner. In both cases, the Requester of the Project will be listed as the email “From” address (the Contact will be created if it did not already exist).
Please be aware that objects generated through the email reply and request features go through the same User Notification Rules pipeline as if creating new Projects, Tasks, or Task Comments within the application.
* The email reply and email request features are currently considered “in beta”, and as such, your organization must opt-in to enable the features. Please have an Organization admin send us an email at email@example.com or call us at 612-659-0456 if you’re interested in enabling this feature for your Organization. Please note that the email request feature can only be available for one Workspace within your Organization.
** Email attachments should not exceed 25 MB in size.
Api Documentation is now available for users interested in utilizing Agility Blue in external applications using the Agility Blue REST Api.
Removed system accounts from Drop Down Lists involved in selecting users (“Service Account” and “Portal User”).
The Create New Task dialog window no longer appears after copying a Project with one or more Tasks.