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 

 

 

 Tags and Sub-Tags can now be added to Notes. 

 

 

 Outlook Plugin: Financial / Non-Financial Colour-Coding 

 

 

 Contact search results in the Outlook Plugin are now colour-coded: green = financial , red = non-financial . 

 

 

 Updated Add Note Page for Contact Profiles 

 

 

 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 

 

 

 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 

 

 

 Add a Tag to a Note when creating it. 

 

 

 Add a Tag to an existing Note. 

 

 

 Search and filter Notes by Tag within the Note display. 

 

 

 Update Add Note Link on Contact Profiles 

 

 

 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  

 

 

 

 

 if MS Graph Key or SP key is incorrect the system will now inform the user 

 

 

 

 

 Alternative Home Page 

 

 

 

 

 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 

 

 

 

 

 

 Improvements and Enhancements 

 

 

 Resolved table alignment issues so tables display correctly on small screens and headings wrap onto multiple lines. 

 

 

 Updated descriptions on the Config page for better clarity. 

 

 

 

 Bug Fixes 

 

 

 Fixed issue preventing sorting by date in tables. 

 

 Fixed issue where Category was displaying code not description