February 14, 2024
New
Custom Report Filtering
In this month's release, we have added the ability to customize which of your search fields display when you navigate to a report. Initially, we have just added this feature to the Annual Client Spend report, and the Sales Rep Activity report, but plan on adding it to more reports in the future.
To customize what fields display, click on the Edit Search Filters button.
Any fields displayed in bold text with a green checkbox are the search filters currently displaying on your report. Any items displayed in grayed out text with a red checkbox are filters that are not currently showing on your report.
To toggle a filter on or off, simply click on the field. You can then save your changes, cancel, or revert to the system default.
If you have the new User Permission 'Apply Default Search Filters For All Users', you can apply your changes to all users in your site that have not already customized their reports.
Bulk Download Final Artwork
On the Consolidated Production report, there is a new bulk action available to 'Download Selected Ticket Assets'. When clicked on, this will download all files marked as final (for print and digital ads), or ready to deliver (for digital media), from the tickets selected. Any non-final artwork will not be downloaded using this action.
Clone Events
Events can now be cloned, making creating new events a much simpler process. This will be particularly helpful if you have a recurring event each year, and want to have separate events created in your site for each year that it runs. To clone an event, simply go to the Event search page, click the ellipsis icon on an existing event, and click the new 'Clone' action.
Almost all details from the original event will be brought into the new event, including all products, finance information, inventory, assignment and notification users, etc.
The exceptions to this rule are Map Your Show information, and any sales and attendees from the original event.
Require Publication on Service Line Items
There is a new system configuration that can change your Service line item add/edit popup. Typically, the Category field is required when creating a Service line item, and the service product list gets filtered by the Category selected. With a few exceptions, the Publication field is usually an optional field with this setup.
If you change the new 'Require publication be specified on all service items' system configuration to Yes, the layout of this popup will be slightly different. Instead of Category, Publication will be the required field, and Category will be optional, and your service product list will be filtered based on the Publication selected.
Change Attribution on Forecast Summary Report
By default, when grouped by product, the Forecast Summary Report will show line items and forecasts under the Publication bucket, rather than the Product Category bucket, if there is a publication specified on the item. This release, we added a new system configuration 'Group non-print item forecasts by Publication', to change how this works. If you change the configuration to No, rather than being grouped under Publication, service and digital media items on the report will always be shown under their Product Category bucket, even if there is a Publication tied to the item.
Improvements
Sales Rep Activity Report Updates
A few improvements were made on the Sales Rep Activity Report this release.
There is a new 'Export Details' option when viewing the report results. This new detailed export will show an individual record for each activity, and include information about each.
We also updated the email you receive if you have the User Permission 'Receive Sales Activity Report Email'. Previously, this email would contain all of the activity details in the body of the email, which was causing some performance issues. Now, you will see a summary of the activity in the email body, and will have the detailed export attached to the email as a file so you can still drill into the details of each activity.
Lastly, this report is one of the two reports that we added the new ability to customize which search fields display.
API Improvements
Our APIs had a handful of updates in this month's release. The following are the items we added and improved upon.
We now use the 'offset' value in our APIs consistently. 'Offset' now always refers to a page range offset. For instance, a limit of 10 with an offset of 1 will show results 11-20.
A GET Proposals endpoint has been added.
The GET Tickets endpoint now includes line item ID, and the GET print ad, media impression item, media targeted display item, and media slot item endpoints have all been updated to include a ticket ID field.
A 'Result-Offset' field was added to the GET Tickets endpoint. This field allows you to offset by the individual results, rather than the page.
Global Search Changes
There were two improvements made this month to the global search bar.
First, when searching by a particular category, such as Companies, Projects, or Users, that selection will remain selected until manually changed. Previously, after selecting a category and searching, the selection would automatically revert back to 'all'.
Second, when running the global search using the 'all' option, to improve performance times, we will no longer load the Activity results until that category is clicked on.
Autodraft Updates
Similar to the past few releases, we have made a few updates to our Autodrafts this release.
There were a few back-end updates made that should not affect the customer experience.
Merge tags have been added to our Autodrafts, meaning you can get even more customization for your Autodraft emails. The merge tags are available in the Autodraft Template field, and include many options such as contact salutation, first and last name, company address, and email signature.
This release we simplified the schedule options for Autodrafts. The options are now Start Date and Start Time.
Other Improvements
Search filters have been added to the company Opportunities tab.
The Admin and Support users in each site can now disconnect or fully reset the Google Ad Manager, AdCellerant, and Broadstreet integrations. Disconnecting an integration maintains all of the relationships between the two systems, and is intended to be used for temporarily disconnecting. Resetting an integration fully removes all of the data, and is used for stopping use of the integration or switching to a new account.
A print line item importer has been added.
An Artwork Contact column was added to the Historical Order Importer.
The mobile app for Android now reflects the Ad Orbit branding.
Invoice surcharges are now supported with the Map Your Show integration.
The Export History page has been converted to a datatable, meaning the results should load much faster.
There are new notifications when a CSV is uploaded through the Map Your Show lockbox if new items get created.
Service Products can now be updated in bulk.
Items connected to SendMyAd can now be disconnected and reconnected. When disconnected, no changes made to the line item within Ad Orbit or SendMyAd will be brought to the other system. This can be done from individual ticket pages as well as from the Consolidated Snapshot and Consolidated Production Reports.
A new warning icon has been added to the slot product edit page when there has been a recent or upcoming schedule adjustment.
Payment Term and Payment Method search and display fields have been added to the Consolidated Sales Report.
When adding print or digital ad forecast items to an order, each issue will now be separated out into a single forecast item.
A new Task filter was added to the Work Effort Cost Report, allowing you to find results for particular project tasks.
The email reply tracking is now an optional feature, rather than required. You may use the new 'Use Email Reply Tracking' system configuration to enable or disable this feature. When turned on, you can see in a sent email's analytics whether it has been replied to or not. When turned off, this will not be available, but you will no longer see a tracking code in your sent emails.
A new Order Dynamic Attribute search filter was added to the Annual Client Spend Report.
HubSpot company sales data is now calculated nightly, rather than each time the Export to HubSpot file is generated.
New formatting options were added to project descriptions.
Additional fields have been added to the Intacct GL export.
A new NetSuite GL export format has been added.
There is a new search field on the company Notes tab.
When using Nylas to pull in sent emails as activities, the system will now look into the past up to 48 hours to find the relevant activities.
When adding or editing digital media products, the 'rate' label has been changed to 'default price' to more accurately reflect what the field does.
On the Consolidated Sales report and company overview pages, there is a new display field for 'Root Company', which displays a parent company of up to four generations. For example, if you have Company A, who is the parent of Company B, who is the parent of Company C, on the report the 'root company' for Company C would be Company A.
If you have the 'Broadstreet' user permission, you can now add or edit the Broadstreet ID when editing an Ad Orbit company. This allows you to manually connect existing records between the two systems.
New HubSpot company mapping fields were added, including Total Revenue, Revenue This Year, Recent Order Date, Recent Order Amount, Print Ad Revenue, Digital Revenue, Service Revenue, Event Revenue, and Delivery Solution Revenue.
An error message will now be shown on the SendMyAd Publisher Setup page if invalid credentials are entered.
When bulk updating multi-select dynamic attributes from the Company or Contact search pages, you can now 'append' the values to any existing values, rather than replacing existing values.
The layout of service ticket pages has been updated to be consistent with delivery solutions, with the exception of the discussion element.
The Add Comp Subscriptions bulk action is now available from the Subscription Search page.
The SendMyAd integration will now only pull in final assets from SendMyAd, not all assets.
The 'Twitter' labels throughout the site have been changed to 'X'.
Fixes
Bad Debt can only be applied to one invoice at a time. Now, users will receive a notification if attempting to apply Bad Debt to more than one invoice on both the Add Payment page, and the Subscription Record Payment page.
The 'AdditionalEmails' column in the Subscription search page export is now being populated with data.
The 'Save' button can no longer be clicked multiple times when creating a Product Category, which will prevent accidental duplicate categories from being created.
The Subscription Recorded Payments page is now including Taxes in the Total amount.
When converting a proposal to an order, you can no longer click 'convert to order' multiple times to create duplicate orders.
The line item limit for a single order is now three hundred.
When an agency was responsible for an advertiser's invoice, there was a scenario where the advertiser was being put into collections, not the agency. This has been fixed so if the agency is responsible for billing, they will be the one put into collections.
On approved orders, you can no longer see the 'Pre-Pay Discount %' field if pre-pay discounts are disabled for the company.
Dynamic attributes set on proposal line items are now being properly brought to the order once converted.
The Discounts & Fees Applied Report is now showing results correctly if a single line item has more than one discount on it. There will be one record in the report for each discount on the line item.
There was an error on Tear Sheet images in the Client Center which has been resolved.
Plan information is now being included in the Client Subscriptions page export.
An error when sorting by the Publication column on the Analytics page in the Client Center has been fixed.
Agency special billing notes are now being displayed on the Add Invoice search page.
Special billing notes are now shown on both the Add Installment Invoice, and Add Group Invoice search pages.
Placements have been added as a display field on digital media product search pages.
Services can now be set as 'Mandatory for Contracts'.
The Subscription search page will now only load once. There was also a performance issue with dynamic attribute searching on this page that has been resolved.
Saved and scheduled Annual Sales by Month reports are now using the correct year.
When adding a reserved line item as part of a package, you can now set the same start and end date.
The editorial importer will now find issues based on the publication selected.
Deactivated vendor contacts no longer have access to the Vendor Center.
The Recorded Payment export is now showing data under the correct column headers.
Subscribers who have subscriptions worth $0 can no longer be fully deleted.
A security vulnerability on the Recorded Payments search page has been addressed.
The Discounted Product/Variant field will now work properly in the Add Product Promo popup regardless of if a product is selected first.
Multiple dynamic attribute bugs were resolved this release, including making sure required values are set when adding or editing attributes, showing default values, and showing the correct information in the detail popup on the Sales Rep Activity report when filtering by attributes.
The 'split/installment' link on the Consolidated Sales Report is now correctly showing free-form installment invoices.
The renewal flag is now being set correctly when using the subscriber webhook.
An error when trying to sync a deleted item with SendMyAd has been fixed.
Notifications through the Microsoft Teams integration are working properly again.
When using QuickBooks as your payment processor, you are now able to add credit cards with French regions.
Sending an email using Astro will no longer create an error.
The Sales Goal Metrics Report now properly accounts for publication goals in the quarterly calculations.
Multiple fixes were made on the Service Line Item importer, including setting a default quantity, requiring the event date, and setting the name of the service item.
Multiple fixes were made on the Digital Media Line Item importers, including adding artwork contact fields, setting the ad notes and commission amounts, and enforcing channel requirements.
The Send Email popup is now using the Autodraft Template if there is information entered in that field.
You are now able to append to an existing contact list when creating a list from the Issue Comparison Report.
Digital media items are now included in the forecast totals on the Gap to Close Report.
An error when setting Issue Goals has been resolved.
Slot items are now correctly syncing their run dates with SendMyAd.
The default sort order for issues on reports is now based on reporting date, issue name, then publication name.
Cash payment surcharges are now showing correctly on the Payments Recorded search.
The Annual Client Spend report is now using the delivery dates for digital media forecast items, rather than the expected close date.
Until issues with Twilio are resolved, if using two-factor authentication, the SMS option is disabled. Instead, all codes will be sent via email until further notice.
Disabled markets can no longer be set on Issues.
A fix for Autodraft activities being duplicated has been resolved, and the duplicated activities have been removed.
The line item importers will now be restricted to finding contacts associated with the company, rather than all contacts in the system.