Help Center

The new Display Rep Signature on Contracts at Finance Approval system configuration gives you control over when the order rep's signature appears on the contract PDF. By default, the rep's signature will automatically show on the contract when the order is Publisher approved. If you change this new configuration to 'Yes', then the rep signature will not display until the order is Finance approved.

By default, the rep signature that is shown on contracts is the order rep. If the new system configuration Display Manager's Signature on Contracts Instead of Rep is changed to 'Yes', then if the order rep has a manager (a user set in their ‘Reports To’ field), the manager’s signature will be used in place of the order rep’s signature.

A new multi-select search field and display field 'Line Item Rep', has been added to the Aging Detail Report. When used, the filter will find any invoices where the selected user(s) is a line item rep.

An update was also made on the report so that filtering by a publication will find any free-form installment invoices that have items on their order associated with the filtered publication.

A new Contact Push Criteria setting for 'All New Contacts & Companies' has been added on the HubSpot setup page. When set, any new contact or company created in Ad Orbit will automatically be pushed to HubSpot.

When a company is pushed to HubSpot, it will now automatically be linked to any related contacts already in HubSpot.

A new 'Company Phone' field was added as a Company Mapping Field, and can be pushed both directions.

A new 'Advertised Publications' field was added as a Company Mapping Field, which can be pushed from Ad Orbit to HubSpot.

A new tab has been added to the Product Mapping page when using the Xero integration for Taxes. This tab allows you to map your Ad Orbit tax tables to your Xero tax rates. If a tax rate is used on a line item, then invoiced, the mapped Xero tax rate will be used when the invoice item is pushed to Xero.

Our HubSpot integration was updated to use the newest HubSpot version.

Previously on the Company Search page, the company name and address were listed in the same field. This release, they have been separated out into two individual fields, one for company name, and one for company address.

Support Tickets have been converted to use the new ticket layout.

If a user's connected email on the My Preferences page becomes disconnected, they will now receive an email notification.

HTML dynamic attributes can now be displayed on the Reserved Product Scheduler.

A Billing Currency display field has been added to the Consolidated Sales and Consolidated Snapshot reports, which will show the net amount of the line item in the customer's currency.

When using Stripe as a payment gateway, the contact's email address will be passed to Stripe along with the payment method information.

ACH accounts can now be set as a company level auto-pay method.

On the Activity search page, a new Appointment Type search filter was added to find appointment activities based on whether they were marked as in person or over the phone.

When set, Ad Notes are now being shown in the Client Center on artwork and digital media upload pages.

The ability to update the 'financeComments' field in the update order API endpoint has been removed, since that field is not visible within Ad Orbit.

When sending artwork reminder emails, if the rep's email is included in the recipients multiple times, they will no longer receive duplicate emails.

A styling issue was fixed on the Invoice Search page.

When an order has a single free-form installment schedule, once the invoice is created, the line items on the order now show that they have been invoiced.

A display issue was resolved on project discussion threads.

If a proposal title page is disabled in the template, it will now also be disabled by default when creating a proposal and using that template.

If making multiple calls in the same Twilio popup, each call will now be recorded as an individual activity.

On the Contacts tab for agencies, the agency name will no longer be displayed under the Advertising Clients column.

The error message was fixed when editing a contact with a required, but not set lead source.

Cash Account Refunds are now shown properly as a negative number on the Adjustment Journal.

Previously, if multiple Aging Reports were saved and scheduled, only one would be sent. This has been fixed, so every saved, scheduled Aging Report will be sent correctly.

A tooltip was added to the Activity Goals setup page to clarify how yearly and weekly activity goals function.

Targeted Display and Reserved digital media products are now showing properly on the Calendar Widget when sales numbers are included. If viewing sales on the widget by reporting date, Reserved items will only show once they have been scheduled.

Digital goal amounts are now showing correctly on the Sales Rep Goal Metrics - Gap to Close Report when grouping by publication, and on the Publication Goal Metrics by Month Report.

Invoice PDFs are now being included on subscription E-Payment emails when the Include Invoice on E-Payment Email system configuration is enabled.

When reassigning reps and updating commission records, any splits will be maintained.

An error caused by date formatting on the Aging Report has been fixed.

The Add Trade Deposit form is now showing consistent fields regardless of where the popup is opened from.

Disabled terms and conditions can no longer be set on contract templates.

An error on the email import job has been fixed.

When applying order level discounts, the percentage is now being restricted properly based on your user permissions.

Line item dynamic attributes that are required and are the radio button type can no longer be skipped over.

Expiration dates are now saving properly on house ads.

Externally invoiced installments are now showing correctly on the Consolidated Sales and Consolidated Snapshot reports.

If an invalid date was entered on an activity, it was causing the Activities page on the contact to not load. This has been resolved, so if an invalid date is entered it will not cause issues on the Activities tab.

On the Forecast Summary and Forecast Detail reports, the 'Publisher' search field can now be left blank.

The maximum limit for email campaigns has been increased.

After editing an Impression product's inventory, you will now be redirected back to the Impression product search page rather than the Targeted Display product search page.

On the My Preferences page, you can now update your login email address.

A bug preventing users from seeing their pending orders on the company Orders tab has been resolved.

The notifications for MapYourShow have been updated, so when a new notification is created for the MapYourShow lockbox, any previous MapYourShow notifications will automatically be marked as read, and the new notification will include all unreviewed items.

An error when no value is set on required public facing contact or order dynamic attributes in the checkout on the ecommerce storefront has been fixed.

A performance update was made on the Activity Search page.

A performance update was made on the Contact Search page.

If a subscription status is Opt-Out or Undeliverable, those statuses will be shown on the Subscription Search page.

When pushing companies to QBO, Ad Orbit companies will no longer be matched with inactive QBO companies.

Event line items will now use the event end date as the line item's due date.

The totals on the company Orders tab are now correct.

If an order times out during the approval process, it's possible for some tickets to not be created for the order. This release, to resolve the issue, each night a job will be run that will automatically create any missed tickets.

A display issue on the company Orders tab for parent companies has been fixed.

An error with the socket server has been resolved.

A loading issue on the order approval page has been fixed.

The wording on the tooltip for contacts on the create order page has been updated for clarification.

In specific scenarios, digital media tickets could be created with the wrong publication in the ticket title, which has been resolved.

The InDesign plugin publication limit has been increased.

When importing subscriptions from Omeda, if the status 'Nixie' is passed back for a digital subscription it will not be updated in Ad Orbit. In addition, if an 'Email Unsubscribed' update is pulled in for a print subscription, it will be passed as a 'Nixie' change.

On the Orders tab for companies, when the 'show disabled' option is checked, disabled line items are now being shown.

Service products are now showing correctly on the Service Product search page when their category is disabled.

A bug where the publication was not selected when editing service forecasts has been fixed.

A bug preventing anonymous ACH payments from being submitted has been resolved.