Freeze Notes, More Rules, and Word backups: RMS 96

The Bipsync Research Management System has been updated to release 96, with many improvements that include:

  • A new automation rule action to send individual emails for notes that match the conditions. This is in addition to the existing rule action that batches all matched notes into a single email.
  • A new automation rule action to freeze notes that match the conditions, e.g. prevent any changes to a note 90 days after it is created.
  • A new automation rule condition to match untagged notes.
  • Ability to browse by and filter by consultant/external teams and users, if you have them configured.
  • A fix for the display of borders in tables inserted into an emailed note.
  • Improvements to the formatting of new lines in comments.
  • Backups can now be created as Word files, as well as the usual PDF, HTML and JSON options.
  • Improvements to PDF exports.
  • Removed the text “(via Bipsync)” from emailed note subjects for clarity, with a new option to add the note author in brackets instead – let us know if you want this enabled for your installation.

As usual, please get in touch with your feedback, suggestions or questions.