# Agility Blue Update (September 2023)

Sep 11

Written By [Benjamin Legatt](/content/news?author=59d91bbb5ce35008e5e888a4/index.html)

### 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 supported 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 dropdown, 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 dropdown 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.

View fullsize

_For more information on using the multi-edit feature in Agility Blue, check out our_[_help documentation_](https://help.agilityblue.com/docs/multi-edit)_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.