This release includes over 80 improvements focused on usability, speed, and platform stability. From smarter dashboards to better search and stronger admin tools.

New Features and Enhancements

Widgets Across Dashboards – Use widgets flexibly across multiple dashboard types.

Improved Search

Smarter Research Search – Search by associated project stages and pipelines.
Contact Search Improvements – View and match contact details directly in results and grids.
PDF Search Fixes – PDFs now open and highlight correctly.

Dashboards and Grids

Quick Edit Mode – Faster inline updates, now fully supporting contact and list fields.
Conditional Formatting – Now works correctly when referencing list fields in Grids.

Notes and Communication

[$DATE] Templates – Use dynamic titles in mail-classifier notes.
Email Protection – Prevent notes from being sent to contacts unintentionally.
Event Rules – Now supports automatic task creation.

UI and Usability Upgrades

Improved User Management – Activate or deactivate groups with more control.

Key Fixes and Stability Improvements

Performance Fixes – Resolved file indexing errors, crashes from invalid fields, and excessive search calls.
Search Reliability – Fixed issues in Universal Search (e.g., middle pane refresh, token filtering).
UI Bug Fixes – Addressed layout glitches, note list scrolling issues, and modal inconsistencies.

This release brings meaningful upgrades to your daily workflow—from small UX touches to behind-the-scenes performance boosts.

Please contact support@bipsync.com if you have any further questions.

Changelog

June 2025 Release Notes