September 20, 2023
New
Delivery Solution Service Products
A new Delivery Solution service product type has been created.
To turn on the new option, set the 'Enable Service Delivery Solutions' system configuration to Yes. When enabled, there is a new 'Delivery Solution' option on the Service Product add/edit page.
Service products can now have a material offset specified on the product. This is only available on service products set up as 'delivery solution' items.
There is a new ticket page layout specifically for Delivery Solution services.
To view data on this type of product, we added a new 'Delivery Solution Summary' report. The report shows summarized data for a given period of all the delivery solution products running within that period, and grouped by month.
New Subscription Mediums
Two new ways to create subscriptions were added in this month's release.
The Marketing List subscription type can be configured by going to Settings > Marketing > Marketing List. Each marketing list created on this page must be tied to a publication. Then, when creating subscriptions, if the Marketing List medium is selected, the publications shown will be any created on the Marketing List page, and you will also need to choose the list.
The Newsletter subscription medium is tied specifically to slot products. To set up Newsletter subscriptions, you must set up a product category with Slot inventory, and check the new 'Is Newsletter' option. Then, create a slot product using the 'Is Newsletter' product category. When creating subscriptions, and you select the Newsletter medium, you'll need to enter the publication, and specific slot product.
There's a new quick entry popup for creating comp subscriptions, that easily allows for comp subscriptions to be created in bulk.
The new popup can be opened from the top + menu, as a bulk action from the contact search, from a contact's Subscriptions tab, and from the Subscription search page.
In the popup, you can select multiple subscribers and publications at once, and an individual record will be created for each unique combination. The fields that you need to choose in this popup may change depending on which medium you select (print, digital, marketing list, or newsletter).
Companies Without Pending Sales or Forecasts Report
A new report has been added that allows users to find companies that do not have any forecast items or pending sales. You can quickly create new opportunities for the companies found in the results, as well as send email notifications to the reps on the accounts.
New Notification for Subscription Auto-Renewals
The new system configuration 'Auto-renewal Status Email Address' allows you to enter an email address, and the system will send a notification to this email when any subscriptions are auto-renewed. The email contains information about auto-renewal successes, any that went over inventory, as well as invoices and payments.
A new 'Service Production' Report has been added to the system. The new report shows production information for any non-digital media and non-event service items. Tickets can be updated from the report either individually or in bulk.
Improvements
SendMyAd Updates
A few updates were made to the SendMyAd integration this release.
We now support digital media items when using SendMyAd, whereas previously you could only connect print ad items. Digital Media items are connected using 'Media Profiles' within SendMyAd. The integration works the same as it does for print items, it now just supports more product types.
When using the 'Mass Sync' option when setting up the SendMyAd integration, there's a new option to create any missing issues within SendMyAd. When you check this option, the system will map any existing issues that it can find between the systems, then create any new issues in SendMyAd for issues that only existed in Ad Orbit.
Artwork ticket contacts are now syncing between Ad Orbit and SendMyAd.
Customize Grouped Artwork Reminders
In Grouped Artwork Reminder emails, there is an 'Artwork List' merge tag, which displays a table with information about each item included in the email. The new Settings > Templates > Email Tables page lets you rearrange columns in this table, and choose which of the fields to display.
Astro Integration Updates - Autodrafts
Multiple updates were made to the Astro integration this release. Specifically, an AutoAutodraftsdraft feature was added, which allows users to generate marketing and sales emails and schedule them to send in specific windows of time.
The new Autodraft section is found underneath the Marketing section of the menu. When creating an Autodraft, you must select which type to use, and then can enter additional optional fields to assist Astro in making the email content more personalized. Once the Autodraft is created, you can add contacts, generate drafts, and approve them prior to sending. There is also an option to schedule the drafts to send within a set timeframe.
You can now add contacts to Autodrafts using automation workflows.
There is a new action on Contact Lists that allow you to add the entire list to either an existing Autodraft, or create a new one.
In the Send Email popup, there is a new Autodraft option which when checked generates an email to the contact.
Other Improvements
We increased the character limit on the 'default' value field for dynamic attributes. You can now enter up to 1024 characters in this field.
There are new actions available on the Consolidated Snapshot report, to update the ticket status, and update notes.
Delivery Date and Delivery Month default sort options have been added to the Consolidated Sales and Consolidated Snapshot reports.
Product specific ticket dynamic attributes are no longer restricted to 'Line Item' attributes. Now, any ticket dynamic attribute can be restricted by product type, subtype, or product.
The file size upload limit has been increased from 50 MB to 75 MB in both the main site, and the Client Center.
We updated some of the language on the 'Pull in sent emails as activities' functionality, to make the feature more clear.
Service Products can now be cloned.
The page-level ellipsis icon has been updated to say 'Actions', rather than showing the three-dot icon.
PTO requests that were never acted upon will now show in the PTO history up to a month in the past.
Company name is now included in our CardConnect integration, and will be brought to CardConnect when payments are processed.
When creating opportunities from the Annual Client Spend report, there's a new option to create opportunities from the previous year to date sales. When this option is checked, forecasts will be automatically created based on each sold line item for the company from the previous year.
Additional filters were added to the Comp Subscription Report, including Brand, Publisher, Inventory Status, and Copies.
A Job Title search field was added to the Contact Search page.
Invoices initially created using the Map Your Show integration were not created as installment invoices. These have been converted so all the invoices are installments.
A new 'Ad Being Delivered Within' search filter has been added to the Company Search page. This field finds all ads with line items running within the chosen number of days.
Event items can now be included on Opportunities.
On the Company Importer, you can now see the relevant system configurations and their current settings.
Fixes
The colors in the Yearly Publication Trends widget have been updated.
When calculating PO costs on the Metrics page of a project, the system was not including invoices created within Ad Orbit, just those that were submitted through the Vendor Center. This has been fixed so PO costs will be calculated correctly.
The Sales Rep Activity Report now uses the email sent date rather than the email created date when filtering.
Event and Digital Media items can now be edited on the Forecast Builder.
Opportunities can now be added from the Forecast Kanban page.
We improved the performance when sending artwork reminders to prevent issues with timing out.
Re-ordering and cloning pending orders is no longer possible on companies that are in collections.
If multiple slots were selected in the add line item popup, all of the slot line items would have the end date of the first item. This bug has been fixed.
On the My Preferences page, if the email login credentials are out of date. an error message will show.
QBO export files set up to split by Publisher are now splitting properly.
A bug caused by the previous release preventing the Products dropdown from populating on various reports has been fixed.
Importing secondary reps through the Company Rep Append importer will no longer time out.
Due to the Ad Orbit url redirect changes, connecting to an Office 365 account was not working. This has been resolved.
Saved, scheduled reports are not getting sent on the proper day.
When saving publications with Omeda IDs, there will no longer be a 'duplicate ID' error message unless applicable.
On the Event Sales report, we are now showing disabled events properly, and disabled event records will not open a link to the Consolidated Sales report.
Opportunities and forecasts are now being deleted properly when added to orders.
Comp subscriptions being renewed through the Subscriber Center were being incorrectly recorded as both comp and paid. This has been fixed so subscriptions can only be renewed as paid through the portal.
There was a bug preventing users from submitting a timesheet with a task that is over hours, when timesheet notes were required. This bug has been resolved.
A bug where the left-hand navigation was not loading properly has been fixed.
The links in the Artwork Aging report now bring you to the Consolidated Snapshot, rather than the Issue Snapshot.
Named discounts set up to restrict by publication were not being applied properly to digital media and services. The bug has been fixed so named discounts will be applied consistently.
The 'Has Special Billing' filter on the Order Search page is now working properly when set to 'No'.