Q2 2026 Release Notes
9 days ago by Bipsync
This release brings meaningful improvements across search, dashboards, and our AI-powered features, along with a range of usability and reliability enhancements across the platform. Here's a look at what's new.
Search & Navigation
- Added a new exact-match keyword and phrase search option for more precise results
- Improved ranking of alias fields in search results
- Fixed search results not displaying category subnames correctly
- Added autocomplete support for saved and shared searches
- Improved smart tagging suggestions for new tags
- Fixed several issues with grouped search table view, including missing groups, blank results when filtering, and column sorting
- Fixed shared saved searches losing their share button when starred or unstarred
- Refined the shared search menu experience
- Fixed context menu positioning in search results
Dashboard & Data Visualization
- Added support for multi-column sorting in grids
- Added the ability to remove dashboard components directly from the editor sidebar
- Added new metadata formatting options for custom widgets
- Fixed dashboard grid widgets not saving “group by” settings correctly
- Fixed misalignment issues affecting dashboard widgets and grouped fields
- Fixed an issue where dashboard deletion wasn't saving properly
- Fixed CSV grid exports displaying dates as numbers instead of formatted dates
- Fixed an issue preventing grouping by newly added list fields
- Fixed calculation and number fields with a value of zero not displaying correctly
AI-Powered Features (available with Bipsync AI)
- Upgraded the AI model powering note summarization for faster, more accurate results
- Fixed a temporary issue preventing access to bulk summarization
Content & Collaboration
- Fixed an issue where files uploaded via drag-and-drop weren't tagged correctly
- Improved consistency of hierarchical category nesting
- Fixed tree picker fields not functioning correctly in context filters
- Fixed an issue preventing sharing with more than two people on certain shared lists
- Fixed sharing restrictions on nested (third-level) child labels
- Improved Slack notifications for shared research items
- Fixed issues with adding and displaying website URLs in contact details
- Fixed an issue where summarization fields remained editable after generation had started
User Management & Permissions
- Simplified two-factor authentication setup by removing the phone number and SMS requirement
- Fixed an issue where disabled users continued to receive note email notifications
- Added Function, Level, and Job Title options to user profile settings
- Fixed a display issue affecting user access permissions in the admin app
Data Import & Integration
- Improved reliability of the Canoe integration
- Resolved a configuration issue affecting certain SFTP-based data imports
- Fixed an Excel field sync issue affecting project names containing parentheses
- Made external IDs visible within the web application for easier record matching
- Fixed an issue that prevented some users from creating new funds
- Added wildcard and pattern-matching support for mail classification rules
- Added the ability to filter out locked notes from autocomplete results
Mobile Experience
- Extended note summarization and smart tagging capabilities to mobile
- Fixed an issue where location documents weren't included in the initial mobile sync
- Added a new note creation button and improved screen transitions
Security & Performance
- Fixed several vulnerabilities identified during routine security testing, including cross-site scripting protections
- Strengthened authentication token handling for improved account security
- Improved performance of research counts and related searches across the platform