Bipsync RMS Update: Release 74

Improvements to pipelines and list keyboard shortcuts

The Bipsync RMS has been updated to release 74, with 19 fixes and improvements that include:

RMS Project Grid Export to CSV

  • New feature in the pipeline overview widget: export all projects to CSV.
  • New keyboard shortcuts to re-arrange / move bullets (list items):
    • Alt + Shift + Up Arrow to move the current list item up
    • Alt + Shift + Down Arrow to move the current list item down
    • Alt + Shift + Right Arrow to indent the current list item (also Tab)
    • Alt + Shift + Left Arrow to outdent the current list item (also Shift + Tab)
  • The number of projects in each pipeline stage is now displayed in the left column.
    Project count per stage
  • New option in Compliance Report to filter by team, a useful feature for multi-strategy funds that use independent teams as well as smaller user groups.
  • Pasting text from a PDF in Chrome now tries to remove formatting line-breaks from the pasted text.
  • Improvements to the formatting of Outlook emails in Bipsync.
  • Fixes for sharing notes by user group when emailing a note to fund+group@bipsync.com
  • Custom fields now support the same clickable context menu as note tags.

​As usual, please get in touch if you have any feedback, questions or suggestions.