Help Center

To set up the integration, go to Settings > Integrations > File Sharing Accounts. Here, you can connect to a Google Drive account, and set up your base folder.

Once connected, files will be brought to your Google Drive account with a structure and hierarchy based on your aliases and system configurations.

You can your individual Drive with the integration, or Shared Folders.

Along with this change, we also added a 'Reminder Offset (Days)' field to Delivery Solution products, that when set will prompt the system to send an automated reminder email. If the field is left blank, no automated reminders will be sent for the product, but you can still send manual reminders from the Service Production Report if needed.

On the add/edit line item popup for Delivery Solution services, you'll no longer see the 'Name' field, the Billing Date, Billing Group, or Prepay fields, as none of those are applicable for the product type.

For all service products, on the product setup page, there is a new 'Available Publications' field. When publications are selected there, only those pubs will be available to select in the Publication dropdown when adding or editing a line item for that product.

A new 'Internal Notes' field has been added for service line items.

You can now add more than 300 contacts to an Autodraft list.

There's a new user permission 'Manage Others Autodrafts' that allows users to create and manage Autodrafts for other users in their system, not just their own.

Astro is now creating smarter email subject lines, based on the content of the email.

Contacts with duplicate emails can no longer be included in the same Autodraft.

Astro now follows the 'length' specified for the Autodraft.

The arrows have been removed from each field on the Sales Goals setup page. The arrows were reducing the size of the number entry box and making it difficult to read what number was in the field. The goals can still be changed by typing the desired numbers.

A few color updates were made this release throughout the main site as well as the customer portals, to make the Ad Orbit branding consistent.

A new option for Date-Only FTP file formats has been added this release. When the system configuration FTP Export Date File Name Format is set to Y-m-d rather than the default of Y-m-d-H-i-s, exported files will be named based on the date alone and not include a timestamp. When the configuration is set up this way, exports cannot be manually generated.

Contact lists can now be exported incrementally, meaning only new contacts or updated contacts will be included in the exports, rather than every contact in the list. To turn on this option, set the system configuration Incremental Contact List Exports to yes. This is only applicable if you do not use the Omeda integration.

You can now use the Subscription Importer to import the new medium types, including Newsletters and Marketing Lists.

New API endpoints have been added for the new subscription medium types, including Newsletters and Marketing Lists.

Products can now be swapped even if they have been invoiced, whereas previously this was restricted. If you are swapping a product that has been invoiced, the line item amount of the new item must match the previous item exactly. You can also only swap an invoiced item for one other item, we do not support multi-item swapping for invoiced items.

The area you can select for items with checkboxes has been made smaller, which will help prevent accidental clicks.

The Switch User popup now sorts users alphabetically by first name rather than last name.

A search field has been added to each drag-and-drop template search page. These are pages such as the Contract Template setup page, Invoice Templates, Cart Order Templates, etc.

You can now connect SendMyAd publications without any existing issues to Ad Orbit publications.

Impression inventory is now shown on a partial-month basis in the line item popup as well as on the Impression Inventory Report. All sold and available numbers will represent the actual date range searched, rather than always displaying the whole month.

A publication column has been added to the Service Item and Ad Hoc Group elements on contract and invoice templates.

When the Omeda integration is enabled, we now track subscription history changes as well as email address changes from Omeda imports.

A 'deliverable' search and display field has been added to the Subscription search page.

A Brand filter has been added to the Invoice Search page.

The table header can now be hidden on the Service Item table on contracts.

Tickets can now be marked as done on an individual basis from the Consolidated Production and Consolidated Snapshot reports.

We've updated the date selector on a few of our reports.

Mail merges can now be scheduled to be sent within a particular window of time.

The SendMyAd URL merge tag has been added to digital media artwork reminders.

If using QuickBooks Desktop, rather than QuickBooks Online, you can now choose to use the publication code when exporting to QuickBooks for the GL Class.

We've removed the 'Recurred' language from cloned, pending orders that are cloned to a different company to prevent confusion.

On the Company Search page, the Order Sales date range will now include companies that have sales falling on the end date searched.

The Amount column is now sorting properly on the Subscription Recorded Payments search page.

The correct statement template is now being used in the Client Center.

The Parent and Agency XREF fields on the Company Importer are now working properly.

Errors when using the Global Search bar have been resolved.

The Rep Activity Report email is now being formatted correctly in the Sent Email search export.

The Forecast Management Kanban page now automatically selects the current logged in user to prevent loading issues. The user field can be changed if needed.

When editing a user's commission Draw amount, the change is now saving correctly.

A text wrapping problem on Ecommerce Promotions has been fixed.

The display of discounts is now consistent across templates and elements.

The URL character limit has been removed on the Destination field on digital media tickets.

Alias names are now showing on Digital Media Rate cards, on both the product select page as well as the rates setup.

When an ad item had a barter amount on it, and the line item or order required prepayment, the prepay amount was including the barter amount. This release we fixed the bug so the prepay amount will not include barter.

A wrapping issue on the Company Summary tab has been fixed.

The Day of the Month slot frequency has been updated so that if the day cannot be found (for instance if a month doesn't have a fifth Friday in it), the month will be skipped.

The table header in the Credit Card Transaction Summary email has been updated to reflect the correct day.

An error when saving slot products has been resolved.

Email activities created through the Nylas integration are now using the system time for recording activities.

The Forecast Management Kanban page is now totaling forecasts correctly for forecast items that include multiple issues.

The Agency Gross Discount amount is now being calculated correctly.

On the Sales Rep Activity Report, users without the 'View All Users' permission can now see results without selecting specific Reps.

Forecast items tied to proposals are now being properly included in the Gap to Close Report calculations.

When changing a product in the Add Line item popup, default dynamic attribute values will stay selected when relevant.

A bug with the Map Your Show import process when an item was already paid in full and another payment was imported has been resolved.

A bug related to last month's release has been fixed, where service products were not displaying unless you had the new Delivery Solution configuration enabled.

An error when viewing a House Ad popup has been fixed.

The Companies Without Pending Sales or Forecasts report is no longer including inactive companies.

The Summary (Agency Discount) element on contracts is not correctly including agency discounts set on digital media items.

A bug from the prior release caused rep reassignments on individual companies to be applied to every company the rep was on, not just the company you were reassigning. At this point in time, we have stopped the bug from continuing to happen, and we believe we have corrected any data that needed to be fixed because of the bug. If you notice any rep assignments that do not seem correct to you, please reach out to our support team and we will work with you to resolve the problem.

An error when creating service, impression, and slot line items has been fixed.

When editing a Delivery Solution ticket that has been deleted, you'll now receive a more clear message as to why it can't be edited.

On the Forecast Summary report, digital media forecasts that have a publication assigned will now be shown under that publication, rather than their product category.

The Document Manager shareable file link is now working.

Reserved products are now properly loading on the add line item popup if multiple publications are selected.

With SendMyAd enabled, you can now delete and reinstate service line items.

The correct 'from email' and 'from name' are now being set for Client Center Registration emails.

A bug preventing certain countries from being added to the Ecommerce Shipping Methods setup has been resolved.

Contact information for contacts created through the MediaRadar integration is now getting populated correctly.