April 9, 2025
New
Multiple Agencies on Orders
Multiple agencies can now be included on orders. On the Contact Details step of creating an order, the 'Agencies' field is now a multiple-select dropdown where you can choose from the agencies associated with the advertiser. This allows for contacts from different agencies to be set as the billing contact or artwork contact, for instance.
Allow for Partial Pre-Payments
A new Minimum Allowed Partial Pre-Payment Percent system configuration was added this release. By default, this configuration is set to 100%, which means that any order or item requiring prepayment must be prepaid in full. If the configuration is set to any of the other options, then your customers can make a partial prepayment, if it meets the minimum percent. For example, if you set this configuration to 50%, and you have an item requiring prepayment that is worth $3,000, then when prepaying the item, your customers can pay anywhere between $1,500 and $3,000.
Improvements
Additional Template Element Sorting
This release, we made multiple improvements to elements on Contract and Invoice templates, to improve the consistency across elements.
There are new sorting options for the Digital Media Items, Package, and Ad Hoc Group elements on contract templates.
There are new sorting options for the Digital Media Items, Ad Hoc Group, and Groups elements on invoice templates.
The 'Invoice Line Items' element on invoice templates is now called 'Invoice Service Items' for consistency.
The Service Items, Digital Media Items, and Ad Items contract template elements now have consistent summary footers, when displayed.
HubSpot Improvements
Ad Orbit contacts can now be connected to HubSpot contact lists. To enable this feature on a connected account, simply click the ellipses icon on one of your connected HubSpot accounts, and click the +Add Contact List Access button.
Once you have the setup done, on a contact's overview page, in their HubSpot Information section, you can click the 'Add to HubSpot Contact List' button to add or remove the contact from any of your existing static HubSpot lists.
This feature only works for 'Static' HubSpot lists, not 'Active' HubSpot lists.
This release, we also added a new Company Primary Contact field to the HubSpot contact field mapping. The field will set either 'Yes' or 'No' on the mapped field in HubSpot depending on if the contact is their company's primary contact or not.
SendMyAd Updates
Digital media statuses can now be connected between SendMyAd and Ad Orbit. Your Ad Orbit ticket statuses can be mapped to different combinations of SendMyAd statuses, including SendMyAd Delivery Status, Approval Status, Ad Form Approval Status, and Preflight State.
To connect digital statuses, go to Settings > Integrations > SendMyAd > Publisher Setup, and click the 'Edit Digital Statuses' action on the desired publisher.
Click the 'Add Status Mapping' in the upper right corner of the page. In the popup, you can select a combination of SendMyAd statuses to connect to the desired Ad Orbit status.
There are different ways to set up the digital mapping depending on how you want the statuses to map. For instance, you can just map the SendMyAd 'Delivery Status' to your Ad Orbit status. Or, you could select fields for all of the SendMyAd status options to map to your Ad Orbit status. In this case, the ticket would only update to the chosen Ad Orbit status if all of the mapped statuses match.
Any mapped statuses will be automatically pulled in on connected items between the systems, updating the status on your Ad Orbit tickets. Statuses can also be manually synced if necessary.
Print PDFs are also now only downloaded to the Ad Orbit ticket when they are finalized in SendMyAd.
Include Columns in Saved Reports
When saving the Consolidated Sales and Consolidated Snapshot reports, there's a new option to 'Include Current Columns'. When checked, any user who is viewing the saved report will see all of the columns that were present on the report when it was saved. This can be especially helpful when sharing a report with another user. When the user is viewing your shared report, they'll see all of the columns you selected when saving the report, even if those columns are different than their normal report display fields.
Additional Improvements
Slot products now support pro-rated revenue recognition, specifically for weekly slot products that may span two months.
A new system configuration was added to Enable Payment Failure Notifications. When enabled, you will receive notifications of payments that have failed to process. If your Send CC Transaction(s) Summary or Send ACH Transaction(s) Summary system configurations are enabled, then information about failed payments will be included in these summary emails.
Multiple descriptions were updated on the template line item columns setup page for clarity.
When using Aysling Payments and adding a new ACH payment method when processing a payment, the system is now vaulting the ACH account first prior to the payment being recorded.
If a user password reset is required, when logged in, you'll no longer see the 'Cancel' button on the password reset page.
When the Salesforce module is enabled, you can now set Salesforce IDs on Ad Orbit ad sizes, Targeted Display, Impression, and Slot products.
Ad sizes are now included in the GET tickets API endpoint for digital media tickets.
If a line item is imported from Map Your Show for an order that was deleted in Ad Orbit, the order will now reopen automatically.
When using the Category model for sales goals, if a goal is set for an event that has a default publication, the goals will be shown under that publication on the Forecast Summary report.
Artwork contact data has been added to the Ad Tickets Fact, Analytics Tickets, and Service Tickets Fact tables in the DataWarehouse and Metabase.
There is a new User Permission for 'Internal Configurations'. Only visible to certain users, this permission grants access to the ‘internal’ System Configurations, that are not typically accessible with the standard ‘System Configurations’ user permission. This permission should be granted sparingly.
All phone number types are now shown in the Lead Status History popup.
Fixes
When using the Publication Importer, publications can now be marked as 'Digital Media'.
When attempting to enter credit card details, if the Card Connect processor details are invalid, an error message will display.
When there are orders with items that sync to GAM and Broadstreet, the export will no longer generate an error when pushing assets to GAM.
When adding and editing publications, the brand restriction is now being properly applied, based on the brand-publisher connection.
If timesheet notes are required, the requirement is now being applied when adding timesheet entries in the mobile app.
The Publication filter is now working properly when combined with the Brand filter on the Sales Rep Commission Report.
When a credit card number ends in all zeroes, it now displays properly on the Recorded Payments search page.
The Barter Types field has been updated on the company Billing Info tab to be a multi-select, so companies can have multiple barter types. The barter types selected for each company are the ones that can be used when adding Trade Deposits for the company.
An error has been fixed when sorting by the Show Code column on the Event search page.
Mandrill subaccount names can now be overridden if needed to properly pull in statistics.
QR codes are now displaying properly on event tickets.
A display issue caused by invalid characters has been fixed on the HTML Asset Uploads.
Delivery solution rate cards are now displaying properly on the Consolidated Sales and Consolidated Snapshot reports.
When importing line items, company category is now required or optional depending on your system configuration Require Company Category on all Sales.
The Gross, Net, Taxes, Open invoice Amount, Commission Amount, Rate Card Price, and Max Spend items on the importers will now automatically remove any dollar signs or commas when importing, to prevent errors.
If a company in Map Your Show that is linked to a company in Ad Orbit is no longer approved in Map Your Show, new orders will still be imported for that company.
There are new tabs on the Map Your Show lockbox for cancelled orders and cancelled line items.
An error when pulling in sent emails as activities has been resolved.
A timing out issue on the Aging Report has been fixed.
Email folders are no longer being removed when selected for connected user email accounts.
An API warning has been fixed.
Credit memos can now be exported to Xero.
An error when pushing companies to HubSpot using the Advertised Publications field has been fixed.
An error when attempting to add a $0 discount to an order has been fixed.
A QBO connection error when the refresh token is expired has been resolved.
The Due Date is now being set properly for slot items added to orders from packages.
A Delivery Date Start search field has been added to the Consolidated Sales and Consolidated Snapshot reports.
The comment box is now smaller to improve the display in the discussions on tickets.
Invoices will no longer be re-marked for export when a company's statement is generated.
Changing the primary rep in Ad Orbit is now properly updating the owner field in HubSpot.
The original A/R GL sequence is now being used for the fee export when the item was previously exported as an unbilled item.
Un-scheduled Reserved digital media line items are now showing 'TBD' for their delivery dates on the Consolidated Snapshot and Consolidated Sales reports. A new 'Has Been Scheduled' filter has also been added to both reports so that Reserved items can be found based on if they have been scheduled or not.
An error when saving payment methods for future use during the E-Commerce checkout process has been fixed.
An error when attempting to import contacts from HubSpot without email addresses has been fixed.
The company API endpoint is now correctly creating the company, category relationship when companies are created through the API.
The DW invoice date and DW special invoice dates are now being properly updated in the database.