April 12, 2023
New
Sales Attribution Line Item Assignments
There is a new user permission called 'Edit Line Item Rep Splits for Pending Items' that gives users access to the bulk action 'Edit Line Item Splits' on the Products tab of creating an order. When you use this bulk action, you can assign and edit the commission splits for the items on the order, before it gets fully approved.
Bulk Actions on Consolidated Snapshot Report
On the Consolidated Snapshot report, you can now bulk update ticket dynamic attributes. To do this, run the report, then use the checkboxes to select the records you want to update. Then, click the 'Update Additional Attributes' action at the top of the table. In the popup, you can add and edit the dynamic attributes that will get set on the records. The values set in the popup will override any existing attribute values.
Language for Unregistered Contacts
There are two new system configurations that will allow a message to be displayed in the Client Center if the contact is not assigned to a company yet.
The first configuration is called 'Display Unassigned Contact Client Portal Language', and lets you choose if you want to display a message or not.
The second configuration is a text field called 'Unassigned Contact Client Portal Language', which lets you customize the message that the contact will see. If you leave this blank, but have the first configuration turned on, a default message will be shown.
Once the contact is assigned to a company, the message will disappear from their Client Center.
Automatically Create Line Item Relationships
When using free form installment invoices, you have the option to set Line Item Relationships. This ties specific line items from the order to specific installments. Now, there's an option to automate this process. On the Billing & Review step of creating an order, if you use the 'Create Schedule from Order Items' option, there's a new checkbox to 'Assign Item Relationships'. By default, this will be selected. Uncheck this option if you do not want to set these relationships. They can always be manually established later on.
Improvements
Impression products can now be used with our Broadstreet integration.
When adding or editing an impression product, you can now set its Ad Network to Broadstreet if you have that integration enabled. When an order is approved with that product, it will get pushed to Broadstreet, similarly to how the integration works for Targeted Display items. The impression units set on the line item will be set on the corresponding Broadstreet item.
We made multiple updates to the Map Your Show integration this release:
You are no longer able to apply payments to special invoice created through the MYS integration when using the Payment Lockbox for imported payments.
The bell notification has been updated to be more detailed in what exactly has been added to the lockbox.
A notification has been added if an adjustment is made to an order within MYS.
In the similarity popup on the lockbox, each record is clickable now, instead of just a piece of it.
The Orders tab in the lockbox now more accurately reflects the items that need to be addressed before the order can be synced.
Contacts can now only be added to companies that are unlockboxed.
When creating a contact from the lockbox, the Add Contact page now pre-populates the company field.
A new 'Show' tab has been added to the lockbox that will display shows that have attempted to sync, as well as if they were successful or if there were issues.
A scrolling issue in the product popup was fixed.
When linking a MYS product to an existing product, only products for the current event will display.
Archived products in the lockbox can now be edited. This will update any line items associated with the previous product.
The similarity threshold has been updated when mapping companies from the lockbox.
Companies will only be imported to the lockbox if they are set as 'Approved' in MYS.
Rather than marking line items imported from MYS as externally invoiced, they will now just be marked as 'invoiced' and you can see the special invoice created for the record.
The MYS payment tender type is now mapping to the correct payment type in MagHub.
Commission Model-E is now working properly with MYS items.
The actions available on invoices imported from MYS are less restrictive now, the only action that is unavailable now is 'edit'.
Orders imported by MYS can now be edited, as long as you have the necessary edit order permissions, and access to the Map Your Show Lockbox.
GL classes are now being set properly on imported line items.
Special invoice amounts will no longer change if the amount is changed in MYS.
The Invoice Register Report has been updated to account for Map Your Show items. There is a new 'Memo' display field, and special invoices will now reflect a delivery date, when applicable.
Imported items will now use the name and description set in MagHub, rather than the name and description set in MYS.
Imported line items are now setting sales rep splits properly, when a publication is set on the product.
The Billing Date on imported line items is now correct, and reflects the event's start date.
A few updates were made to the Ecommerce module this release.
When searching for Ecommerce orders, the 'canceled' status will be hidden by default. If you wish to view canceled orders, you can select that status in the dropdown.
You can now set a Minimum Quantity requirement on a product. This can be done when editing the store product within MagHub. When set, contacts will be required to purchase at least the quantity that you set as your minimum when adding that product to their cart.
A 'Notify User' field was added to store products this release. When set, that user will receive an email notification anytime an ecommerce order is submitted that includes that particular product. The email will contain information about the order and the contact who submitted it.
We made multiple improvements to the Event module this release.
If an order was submitted for event tickets, you can now edit the quantity on the line item, whereas previously this was not possible. The one restriction to this is if there are Attendees assigned to the ticket. For example, if you sold four tickets, but only two contacts are set up as attendees, then you can edit the quantity down to two, but cannot change the quantity to one, since you have two attendees.
On the event overview page, the 'Sold' columns for the products are now quicklinks which will redirect you to the Consolidated Sales Report.
Update Order
Get Slot Products
Get, Put, and Post Slot Line Items
Get Available Slot Inventory
Get Ad Sizes
Get Ad Colors
Get Issues
Get Print Ad Item Price
Get, Put, and Post Print Ad Line Item
Delete Media Impression Item
Delete Media Targeted Display Item
Delete Media Slot Item
Delete Print Ad Item
Other Improvements
The 'Require Timesheet Notes' functionality is now being applied correctly in the Vendor Center.
On support tickets, you can now see which users have been tagged on the ticket internally.
The system configuration 'Client Center Registration Email' has been updated to include additional information in the email subject and body. It now includes links to the contact and company (when applicable) overview pages.
A 'Paid' stamp option has been added to Subscription and Cart invoices.
Digital media products can now be cloned. On each digital media product search page, use the ellipsis icon on an item and click Clone to create a new product identical to your original.
On a company's Contacts tab, there are two new columns. One for 'Receive Emails For', and one for 'Restrict Emails to Publication(s)'. This lets you view at a glance how your contacts are set up to receive emails, without needing to view each individual contact.
Some API endpoints were updated. The Get Tickets, Get Ad Tickets, and Get Service Ticket endpoints now include the rep ID and rep names. All Get, Put, and Post media line item endpoints also had a GL Class field added.
An Impression search filter was added to the Impression Inventory Report, which allows you to search for a requested amount of impressions. In the table, there is also a new 'Requested' column that reflects this information. This feature allows reps to find inventory results based on how many impressions they would like to sell.
The columns of the Multi-Line Invoice Export have been reordered.
Order ID and Line Item IDs have been added as columns on contract and invoice templates. These fields can be added to the ad item, service item, digital media item, and ad hoc group elements. This can come in handy if you are creating master invoices that span multiple orders.
Expected Creatives have been added to Targeted Display products that are used for GAM. This works the same way as the Expected Creatives on GAM Impression items. The Expected Creatives will be set to 'Default', but can be customized to only push particular ad sizes.
There's a new 'Ready for Ad Network' flag on line items that sync to Broadstreet or GAM. By default, this option is checked, meaning as soon as the sync criteria for that item is met, it will be pushed to its ad network. If you uncheck this option, it will not be pushed even if the sync criteria is met, until you check the option later on.
A 'Start/Billing/Issue Date' search filter has been added to the General Ledger Journal Report.
Fixes
The MagBuilder links will now redirect you to the Consolidated Snapshot report, and the Consolidated Production report, rather than the Print Issue Snapshot and the Production report.
The custom Gender options set up on the Settings > Contacts > Genders page are now working correctly with the HubSpot integration.
The Artwork Aging report will now count artwork as 'in' when it is either marked as Ad Arrived, or the ticket is marked as done and has a file marked as final.
Project permissions were updated this release. If a user is set as a 'project member' without the 'Edit all Projects' user permission, they can no longer edit items on the project. Their actions will be restricted to changing the status and completion of tasks they are assigned to. In order to make changes on a project, you need to either have the 'Edit all Projects' permission, be the project manager, or be set as an admin on that particular project.
The digital media invoice element is now reflecting the relevant currency.
A display issue with long company names was corrected.
The Add Opportunity popup now reflects which product types you have enabled in your instance. For example, if you do not have service sales enabled, you will no longer see the 'add service item' button in the popup.
An incorrect overbooked notification on the Reserved Product Scheduler has been fixed.
An incorrect message when deactivating a company with no open invoices has been removed.
New tasks on Vendor Center timesheets can now be edited.
Two columns on the Accounts Without Activity report were misaligned, which has been fixed.
There were multiple small bugs with the Sales Approver functionality that have all been fixed this release.
When a sales approver rejects an order, the 'Last Status' column will now accurately reflect that.
If a sales approver rejects an order, it will be reverted to Publisher approval, so the rep can make any necessary changes.
The sales approver action is no loner dependent on if you can finance approve orders.
The Approve action will only show up on the Approve Orders search page if you can actually perform that action.
The Impression and Slot product importers have been updated to automatically add sizes to publications when applicable if the system configuration 'Add placements, channels, and sizes directly to digital media products' is enabled.
The service product description field has been updated to be consistent with our system's formatting options.
The Last Email column is now showing correctly on the Company widget.
The event description fields have been updated to be consistent with our system's formatting options.
The Ad Specifications field on ad sizes has been updated to be consistent with our system's formatting options.
A Taxes column has been added to contract and invoice templates for the Digital Media Item element.
For consistency, the day of the week has been added to the end dates of digital media items on the Products tab of creating an order.
The POST endpoints for targeted display and impression digital media items through the API have been updated to reflect the revenue recognition type set on the product.
The page title is now showing properly on the Service Block scheduler.
You can now add elements to proposal sections when editing the section.
Ticket dynamic attributes will no longer show incorrect 'required but not set' error messages.
When the configuration 'Set Tax Basis on Line Item' is turned on, the taxes on digital media products will no longer be set to $0.
When the configuration 'Set Tax Basis on Line Item' is turned on, you will no longer see a Tax Basis field on digital media or event items when creating invoices.
An issue with the Notes field when reloading the Billing tab of an order has been fixed.