January 11, 2023 New Features
New this release, we are excited to present a brand new system integration with Map Your Show, a comprehensive event management platform. When the systems are connected, you can pull in your company and order information from your MYS events into MagHub. To start using the Map Your Show (MYS) Integration, you must have the module enabled, the permission to use MYS, and an active Map Your Show account. For more information about how to set up the integration, please see the Map Your Show help center pages, or contact the support team.
When the integration is set up, your Map Your Show companies, contacts, products, orders, and line items will begin flowing into MagHub’s Map Your Show lockbox, which can be found by going to Events > Map Your Show. All new Map Your Show items will be brought into the lockbox so users can either create a new MagHub record or link it to an existing item.
Only new items will show up in the lockbox to be mapped. For example, if you’ve mapped a Map Your Show company using the lockbox, and another order is created for the company in MYS, the company will not be sent to the lockbox a second time in MagHub. This is because the record has already been mapped.
The creation of an order in Map Your Show is what prompts items to be sent to the lockbox. For instance, if you have a company within MYS that does not have any orders created for it, the company record will not show up in the lockbox.
For every record that comes into the lockbox, you can either map it to an existing item within MagHub, or create a new item by clicking the ellipsis icon on the record.
Any order in MYS that has a payment associated will be marked as externally invoiced when brought into MagHub, and a special invoice will automatically be created and associated with the MagHub order.
Items created in MagHub using the Map Your Show lockbox will have some restrictions that other items do not. Please check out the Map Your Show help center documents to learn more about these restrictions.
January 11, 2023 Improvements
Require Timesheet Notes
There's a new system configuration ‘Timesheet notes required’ that allows you to choose whether or not to require notes for every timesheet entry. By default, this configuration is set to No, which is how the system previously worked. Users can enter notes on their timesheet entries, but they are optional. If you set it to Yes, then every entry on a timesheet will require notes. The configuration will apply to recording time from the timesheet itself, as well as when using the dock timer.
Swap Free-Form Installment Items
Users now have the ability to swap free-form invoiced line items. Previously, any items marked as invoiced, whether it was from normal invoicing, or installments, was unable to be swapped. This release we updated the functionality to be more flexible. Users can now swap items marked as invoiced, as long as they are on a free-form installment schedule. One restriction is that any invoiced item can only be swapped for a single other item, you cannot swap for multiple products that you can normally on free-form installments.
External Reporting Display Field
An ‘External Reporting’ field has been added as a display field to the Production Report, Consolidated Production Report, and Digital Media Production Report. The new field can be added by editing the display fields on each report. If a value is set in the External Reporting field on the ticket, a link will show up in this column on the reports. When clicked on, it will open the URL in a new tab.
Monthly Impression Popup Improvements
In last month’s release, we created a new feature where users could set a monthly breakdown of impression product units. This release we made some improvements to this feature.
If the impression product is used for GAM, the available GAM inventory will be displayed in the popup. For non-GAM items, the available column will just show ‘N/A’.
The start and end months must have at least one unit each, but you can now skip months by setting a quantity of 0 for any of the other months. This allows you to quickly create impression items that skip months. For example, you could create an item with a start run date of 1/15 and an end run date of 5/15 but skips the months of February and March by setting a 0 in each of those months.
Viewing Slot Inventory
Previously, if channel pricing was set up on a slot product, when adding that product to an order, the channel had to be selected first in order to see inventory. This release we made a change so that inventory will be shown once the product is selected, allowing you to view the inventory for every channel. However, this will be view-only until a channel is selected.
New DataWarehouse Fields
A couple new fields were added to the DataWarehouse and Metabase this release.
A Scheduled Channel field has been added for reserved digital media products. The column was added to the Dim Order Item table and the Analytics Sales table.
Kill Reason and Kill Comments fields were added to the Dim Order Item table which shows information when a line item or order is deleted.
Only Show Approved Hours
A new system configuration was added which influences how worked hours show up on the Project Billing Report as well as the Billing tab of No-Contract Billable projects. When the configuration ‘Only Show Approved Hours’ is set to No, any hours added to a timesheet will be reflected in the ‘Total Actual Hours’ column on the Project Billing Report, and the ‘Worked Hours’ column on the Billing tab of No-Contract Billable projects. When it’s set to Yes, hours will only show up in these columns after the timesheet has been submitted and approved.
Other Improvements
The InDesign Plugin has been updated to the 2023 version.
The activity category ‘Expiring Contract’ now allows for a certain amount of editing. You are still unable to disable the category or change the name or type, but you can now turn on or off reminders to users and contacts and change its color.
A new ‘Disable’ bulk action has been added to every Digital Media product search page.
Slot products will no longer display when adding line items if they are past their ‘Product End-Date.' Existing items past the Product End-Date can still be edited.
New API endpoints have been created this release, including get impression products, get rate cards, post order, and post company.
An improvement was made to the Consolidated Production Report this release. The ‘Category’ display field has been re-labeled to ‘Product Category’ which is more accurate. We have also added an ‘Ad Category’ display field which populates the advertising category for the line item.