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ZideBar 2: Release Notes - Client Version [1.1]

Release Date: 10/01/2026

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

  • Updated the Add Note page to work directly on contact profiles.

  • Home Page Replacement: The new home page can replace the iMIS interaction home page to display Zidebar Tasks instead.

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.

User Feedback improvments 

    • 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

Technical Changes

Cloud Tools

Database Changes

  • update the config table

MERGE [ZideBar].[Configuration] AS tgt
USING (
    VALUES
    ('Sharepoint','Sharepoint','DEMO','SharepointURLName','udialog.sharepoint.com','String',
     'Site URL For Sharepoint'),

    ('Sharepoint','Sharepoint','DEMO','DocumentLibraryCases','UnionTemplate20','String',
     'Document Library Name for Cases'),

    ('Sharepoint','Sharepoint','DEMO','DocumentLibraryContacts','UnionTemplate20','String',
     'Document Library Name for Contacts'),

    ('Sharepoint','Sharepoint','DEMO','SharepointSubSiteCases','sites/CloudToolzTesting','String',
     'Document Library Name for Cases'),

    ('Sharepoint','Sharepoint','DEMO','SharepointSubSiteContacts','sites/CloudToolzTesting','String',
     'Document Library Name for Contacts'),

    ('Sharepoint','Sharepoint','DEMO','SharepointAccountName','[email protected]','String',
     'Sharepoint Account Name'),

    ('Sharepoint','Sharepoint','DEMO','SharepointDefaultFunction','Create new version with new name','String',
     'Not Currently Used - Options, Overwrite, Create new version with new name'),

    ('Zidebar','Zidebar','DEMO','LogEmail','Yes','Yes/No',
     'Shows or hides Logged Emails IQA on Contacts, Cases and Agreement view'),

    ('Zidebar','Zidebar','DEMO','Notes','Yes','Yes/No',
     'Shows or hides Notes option in Zidebar'),

    ('Zidebar','Zidebar','DEMO','StoragePlatform','Sharepoint','String',
     'Not Currently Used - Storage Platform'),

    ('Zidebar','Zidebar','DEMO','CasesEnabled','Yes','Yes/No',
     'Cases Module Installed: Yes/No – Controls whether the ‘Create Case’ option appears on Contact Notes.'),

    ('Zidebar','Zidebar','DEMO','OpenCases','Yes','Yes/No',
     'Enables Open on Sharepoint functionality for case documents and emails'),

    ('Sharepoint','Sharepoint','DEMO','DocumentLibaryAgreements','UnionTemplate20','String',
     'Document Library Name for Agreements'),

    ('Sharepoint','Sharepoint','DEMO','SharepointSubSiteAgreements','sites/CloudToolzTesting','String',
     'Document Library Name for Agreements'),

    ('Zidebar','Zidebar','DEMO','DeleteButton','Yes','Yes/No',
     'Enables delete functionality for case documents and emails'),

    ('Sharepoint','Sharepoint','DEMO','SharepointCaseAccountName','[email protected]','String',
     'Sharepoint Case Account Name'),

    ('Sharepoint','Sharepoint','DEMO','SharepointAgreementAccountName','[email protected]','String',
     'Sharepoint Agreement Account Name'),

    ('Sharepoint','Sharepoint','DEMO','MSGraphName','test','String',
     'MSGraph Name'),

    ('Outlook','Outlook','DEMO','CustomIQAOption','Yes','undefined',
     'Enables or Disables the Custom IQA as an option in the Outlook app'),

    ('Zidebar','Zidebar','DEMO','ContactNotes','Yes','Yes/No',
     'Enables Zidebar Notes on a contacts profile - Yes shows Zidebar Notes'),

    ('Zidebar','Zidebar','DEMO','ContactNoteTags','Yes','Yes/No',
     'Yes enables Tags on Contact Notes and No disables them')
) AS src (module, category, entity, code, value, valueType, description)
ON tgt.entity = src.entity
AND tgt.code   = src.code

WHEN MATCHED THEN
    UPDATE SET
        tgt.module      = src.module,
        tgt.category    = src.category,
        tgt.value       = src.value,
        tgt.valueType   = src.valueType,
        tgt.description = src.description

WHEN NOT MATCHED THEN
    INSERT (module, category, entity, code, value, valueType, description)
    VALUES (src.module, src.category, src.entity, src.code,
            src.value, src.valueType, src.description);
  • After updating, copy the Config table from Demo to your entity in iMIS to ensure all new configuration items are applied to your entity.

Flows to deploy

BeyondForms

iMIS

IQA's 

Content Pages

Tags

  • Go to Manage Tags page: UTTemplate/_i4u_/Core/Configuration/Tags-Module-List.aspx 

  • Add a new Module: ZidebarNotes.

  • Add at least one Parent Tag and one Child Tag to this module.

BO's

New Script (once BF iPart is updated this wont be required)

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