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Release 209 of the Bipsync Research Management System (RMS) is now available. We’re excited to announce a major upgrade to our note editor along with a few other improvements.

Upgraded Note Editor

Bipsync’s Note Editor is a crucial component for most of our users and has been a fixture of our RMS application from the very beginning. In this release, we’ve included a major upgrade to the technology that underpins the editor. In time this upgrade will become the default for all users, but for now, it’s an optional improvement that clients can choose to enable.

The first thing you’ll notice about the new editor is its redesigned toolbar:

Bipsync's new note editor toolbar

Clicking the ‘NEW’ button on the left of the toolbar will take you on a quick tour of the changes, but let’s explore them here:

Specify Your Preferred Font Type, Size, and Color

The Note Editor's font selection UI RMSOur users frequently ask whether Bipsync could support the use of different fonts within notes, and we’re pleased to say that the new Note Editor does just this. There are eight fonts to choose from including Arial, Times New Roman and Trebuchet MS, with the possibility to add additional fonts on demand (assuming they are supported by browsers).

Font size can also be specified, with five options available to choose from, and the font color (plus its background color) can also be set.

These options give users the ability to further personalise their written content, as well as greater compatibility with styles that have been imported from external sources.

Auto Block and Inline Formatting

Editors can effortlessly adjust the formatting of notes by using text to switch the block and inline styles of their text. For example:

  • An asterisk followed by a space will begin a new bulleted list.
  • A hashtag followed by a space will insert a heading.
  • Two asterisks around a block of text will make the contained text bold.

Text transformations are also supported, eg. 1/2 is automatically converted to ½, ™ to ™.

There are more examples — give them a try!

To-do Lists

It’s common knowledge that Bipsync has a comprehensive Tasks management feature that allows users to augment their to-do list with useful metadata — such as due date, tags, assignees, and much more. It even integrates with our Rules Engine so Tasks can be automated as other content in the system changes. In times when a simple checklist will do, these can now be inserted into notes from a button in the toolbar.

An example of a to-do list within a note

These lists aren’t accessible outside of the note they’re embedded within, so they provide an effective way to quickly itemize and check off a set of tasks.

Improved Table And Hyperlink Management

Tables are a great way to structure information within notes, and our new Note Editor makes it much easier to work with them. Tables can be inserted directly from the toolbar, and the actions of manipulating rows and columns are much easier thanks to an inline ending UI that replaced the older, less convenient pop-up method.

Note editor table editing UI RMS

In much the same way as for tables, the hyperlink editing UI is also nicer to use because it is now positioned in line with the text that is being written.

Find and Replace

For the first time, it’s possible to find and replace text within a note. A new option in the toolbar presents a dialog that allows text to be searched for, and subsequently replaced with alternate text if so desired:

Replacing text in the Note Editor RMS

Format Painting

Using the format painter, the formatting applied to a portion of text (i.e. the font family, font size, color, etc.) can be copied and applied to another section of text. This makes it really easy to duplicate formatting within a note or between notes.

Improved Paste from Word and Outlook

We know lots of our clients work in Microsoft Office and often copy text from those programs into Bipsync. The new editor’s ability to translate content from Word and Outlook into Bipsync is an improvement over the old, in terms of how similar the copied content is to the original.

And lots more…

We’ve highlighted what we think are the headline additions but there are many smaller improvements that all add up to offer an improved editing experience. This upgraded editor will soon be available for all clients, but if you’d like to enable it sooner, please let us know.

Improvements and Bug Fixes

  • The Canoe integration is now optionally able to use Canoe’s curated filename for incoming files, in place of the file’s original filename.
  • The performance of our security master sync was improved.
  • Custom widgets are able to display both the created and last updated properties of documents.
  • Dashboards can now be restored if they are accidentally deleted.
  • Our spellchecker now is able to highlight words that appear to be incorrect even if there are no obvious suggestions.
  • Rules which reference field values are now able to refer to fixed data lookup fields and data lookup fields that look up users.
  • Inactive users are indicated as such under the “My Team” section within Settings.
  • It’s now configurable whether a single or double click on an attachment opens it in preview mode.
  • The reporting app is able to search with open-ended date queries.
  • The chart widget no longer renders if it has no data to work with.
  • Fixed an issue that meant that custom widgets displayed document IDs in place of names for a small subset of field values.
  • Fixed an issue that could cause the wrong primary ticker to be identified for given security.
  • Fixed an issue that caused some securities to be duplicated.
  • Fixed an issue that caused a dropdown UI element to occasionally erroneously appear when viewing notes.
  • Fixed an issue that prevented events from being dismissed when clicking the event dialog’s close button.
  • Fixed an issue that sometimes prevented custom widgets from showing content not authored by the current user.
  • Fixed an issue that caused contacts to not be auto-tagged on incoming mail in certain circumstances.
  • Fixed an issue that prevented some data lookup fields from working with certain document types.

As usual, please contact us with any questions about this release, or if you have any feedback or suggestions about the Bipsync platform.