ZideBar 2: Release Notes - Client Version [1.1]
Release Date: 25/01/2026
Release Summary: Zidebar 2: Bug Fixes and Notes Tag Enhancements
New Features
Contact Notes Tags
Outlook Plugin: Financial / Non-Financial Colour-Coding
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Contact search results in the Outlook Plugin are now colour-coded: green = financial, red = non-financial.
Updated Add Note Page for Contact Profiles
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New Add Note page that can be used on a contacts profile to add notes to Zidebar rather than interactions: @/_i4u_/Core/Zidebar/Add Notes
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Home Page Replacement Option: The new home page can replace the iMIS interaction home page to display Zidebar Tasks instead, or it can be used to combine the two home pages.
Contact Note Tags Capabilities
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Add a Tag to a Note when creating it.
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Add a Tag to an existing Note.
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Search and filter Notes by Tag within the Note display.
Update Add Note Link on Contact Profiles
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The Add Note link Can be updated if you are using Zidebar as contact tasks:
_i4u_/Core/Zidebar/Add-Notes.aspx?ID={ID of record}&TemplateType=E&IsPopup=true
User Feedback improvements
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if MS Graph Key or SP key is incorrect the system will now inform the user
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Alternative Home Page
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If using Zidebar Notes on a contact profile, you can use this home page to see tasks assigned to you:
_i4u_/Core/Staff-Site-Layouts/Home-Dashboard/Home.aspx
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Improvements and Enhancements
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Resolved table alignment issues so tables display correctly on small screens and headings wrap onto multiple lines.
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Updated descriptions on the Config page for better clarity.
Bug Fixes
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Fixed issue preventing sorting by date in tables.
- Fixed issue where Category was displaying code not description