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Release 213 of the Bipsync Research Management System (RMS) is now available, and includes a number of improvements and bug fixes to enhance the platform’s overall stability.

Bug Fixes and Improvements

  • PDF files can now be rotated within the PDF viewer.
  • Calendar events can be color-coded according to their type.
  • Attachments are now included when two or more records are merged.
  • It’s now possible to open a note that has been tagged within a lookup field via the field’s context menu.
  • Similarly, when creating a new record via a lookup field, it’s now possible to immediately navigate to that record’s dashboard via the field’s context menu.
  • IP Access List entries are now editable.
  • Fixed an issue which caused conditional cell formatting to not always be applied to grid widgets.
  • Fixed an issue that allowed grid filters to be duplicated.
  • Fixed an issue that prevented some grids from being filtered by company name, ISIN or ticker.
  • Fixed an issue which meant that notes imported via email did not retain the borders of tables embedded within the notes.
  • Fixed an issue that made it difficult to enter passwords for password-protected PDF files in the PDF Viewer.
  • Fixed an issue which prevented custom widgets in table mode from displaying the content of rich text fields.


Please get in touch with us if you’d like to discuss any of these changes in more detail.