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Release 210 of the Bipsync Research Management System (RMS) is now available. The latest release includes an enhancement to our subscription functionality along with several other notable improvements.

Subscription Bundles

Subscriptions are an essential Bipsync feature that allow users to keep abreast of the research themes they’re most interested in. Users are able to subscribe to companies, contacts, research, teammates — pretty much any content within the RMS — to receive notifications when that content is subsequently updated or associated with other research documents in the system.

Recently we were posed a question: could the process of subscription scale to much broader contexts? For example: if a user wanted to subscribe to all the companies within a given portfolio, was there a way to achieve this without the user needing to visit and subscribe to each company individually? We saw an opportunity to enhance the subscription workflow, and a new feature called Subscription Bundles is the result.

Subscription Bundles aim to trivialize the subscription process for large numbers of related content items. These items are grouped within a dashboard field that features a subscription button. When the user clicks that button, they are instantly subscribed to all of the items within the field. Clicking it again will remove the subscriptions. In this manner, a user could subscribe to tens, hundreds or even thousands of items with a single action.

Bipsync Subscription BundleIn the above example, the “Portfolio Companies” field has been empowered with the Subscription Bundles functionality. A user can click the adjacent bell icon to become subscribed to each of the companies in the list in one action.

A degree of configurability allows clients to shape this feature to their workflow. The items within each field can either be managed manually, perhaps by an Administrator or another privileged individual, or through an automated process which leverages Bipsync’s API to populate the field from an external source. Clients can also decide whether the field’s items are listed, or whether they should be hidden from end users.

If you’d like to explore how Subscription Bundles could enhance your research workflow, please get in touch with us.

Improved File Upload Experience

As our users submit files in ever increasing numbers we realized that we could improve the file upload interface to make it easier to upload multiple files at a time, and to track how each upload was progressing.

Anyone using the drag-and-drop method to upload files to Bipsync will notice that that experience has also been improved in this release:

Bipsync File UploadImprovements and Bug Fixes

  • When configuring an integration with Canoe, users can now opt between saving a document either with its original filename, or with a filename that Canoe generates (which is often more descriptive).
  • Users can now be assigned a “primary” user group which can be used semantically, for example in when listing users in a report.
  • We tweaked the spacing of paragraphs and bullets within the Note Editor to improve legibility.
  • Search queries including certain characters (e.g. / and -) now return more accurate results.
  • Improved the user experience when editing task descriptions.
  • Improved the user experience when viewing a file with lots of populated fields.
  • Fixed an issue which prevented some content filters from being removable.
  • Fixed an issue which caused some grids to show stale data.
  • Fixed an issue which prevented grids from being filtered by some fields that referenced the date a document was created.
  • Fixed an issue which caused some deleted documents to still be listed in search results.
  • Fixed an issue with custom widgets which prevented some dashboards from loading when deleted pipelines were referenced.
  • Fixed an issue which meant that mandatory fields with the tree-picker behaviour could never be considered “completed”.
  • Fixed an issue which caused results to be duplicated in grid exports.
  • Fixed an issue which resulted in unexpected behaviour when adding an event to a filtered calendar.

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