Help Center

At the top of each company page, you will see important notes or warnings, such as if the company has a past due balance, or if there is a similarity index. These warnings will display no matter which tab you are on.

You will also always see an ellipsis icon from which you can perform certain actions, such as creating activities for the company or editing fields.

Next to the company name, you will see an indicator of their sales status. There are four potential statuses a company could be at.

You can customize the display of the company’s tabs by dragging and dropping them to rearrange the order. There is also the ability to pick and choose which tabs you want displayed. For instance, if for your role you never need to see artwork information for a company, you can hide that tab so it does not show up. To enable or disable tabs, click the edit icon in the tab header bar, and use the toggle buttons to turn tabs on or off. Click the check mark when you are finished with your changes.

Company Overview Tab

To add an item to the pinned section, simply use the ‘pin’ icon that shows up next to the item. If an item is pin-able, the icon will display when you hover over the item.

The following are the items that you can pin, and the information that will be included with each item:

The pinned section is easily editable. You can rearrange the order that the pinned items show up by using the arrow icons to move the item up or down in the list. Pinned items can be removed by using the x icon, or by clicking on the pin icon on a pinned item.

You can click ‘Show Inactive Contacts’ to show any deactivated contacts associated with the company in the table.

There is some information displayed about each contact, including job title, address, email and phone numbers. If the contact is a primary, billing, or artwork contact this will be noted.

Depending on your permissions, you may be able to add new contacts, deactivate contacts, or edit contacts from this tab.

You can also add activities for your contacts from this page by using the ellipses icon on a contact.

Click on the contact’s name to go to the contact’s overview page.

If your company has an agency or parent company with contacts associated, these contacts will show up on the Contacts tab as well.

On this page, you will see a Contacts section underneath the various order related sections.

Use the drop-down to select which fields you want displayed. By default, all fields will display, but you can uncheck them to hide the field. For instance, if you do not need to see your contacts' addresses, you can opt to hide that field by unchecking it.

These settings affect only your user account. They will not affect the Contacts tab of other users in your system.

Pending Orders

Signed Orders

If you have both the Astro and DataWarehouse integrations enabled, you'll be able to access 'Sales Insights' from this page. Sales Insights will open in a popup, where you can filter by publication, and sales dates. When you generate the results, Astro and the DataWarehouse work together to build you a summary of Sales data for the company. Depending on the available data, you'll see information such as items with large discounts, items that have high sales numbers and net amounts, and a table that breaks down the data based on ad sizes or products.

On this page, you will see different sections for the components of the Orders tab, including Signed Orders, Pending Orders, and each line-item product type such as Service Line Items. Each section has the available display fields for that section within a drop-down field, along with edit icons.

Use the drop-downs to select which fields you want displayed. By default, all fields will display, but you can uncheck them to hide the field. For instance, if you only use advertising in your system and no services, you can uncheck the Net Services field since it is not needed.

Click on the edit icon next to one of the headers to change the display names of the fields.

These changes only affect your user account. They will not affect the Orders tab of other users in your system.

Example:

When the setting is turned on, the first step is to set up ticket dynamic attributes to show on your line items. Go to Settings > System Design & Info > Dynamic Attributes, and click the Tickets tab. When adding or editing a ticket dynamic attribute, check the ‘Show on Line Item’ option. This will turn the attribute into a ‘line item attribute.'

Then, you’ll be able to view these line item attributes on the Orders tab when viewing the line item details for a Signed order.

The image below is what your Orders tab will look like without the setting enabled:

And this is what your Orders tab would look like with the setting enabled:

Hovering over a thumbnail will display information about the item, including artwork status and ticket information if relevant.

Depending on your permissions, you may be able to upload new artwork from this tab or assign unassigned artwork to an issue or product.

Each opportunity will show a title, the confidence level and pipeline of the opportunity, as well as the amount.

Any deleted opportunities, or opportunities used on orders will show up with a strikethrough.

Depending on your permissions, you may be able to add new, edit existing, or delete opportunities from this page.

You can filter the activities by rep, activity status, activity type, or time period to narrow down your results by clicking on the filter icon at the top of the table.

Each activity shows the created date, the date scheduled and date completed, when applicable. You will also see the activity type, the contact the activity was for, and a description.

Certain activity types allow you to change the status of the activity. Click the dropdown in the status field to change the activity from Pending to Complete or Canceled.

Depending on your permissions and the activity type, you may be able to edit or delete activities, or view attachments or analytics by clicking on the ellipsis icon on the activity.

Each category will show relevant information about the ticket such as description, ticket ID, and created date. You can link to the ticket page by clicking on the ticket ID.

Use the checkboxes on the left side of the table to make bulk updates on the selected tickets.

Under the Invoices section, each invoice will show the invoice number, any notes, relevant dates, and cash and barter due amounts. You can also choose to include deleted invoices in your search if you wish.

Depending on your permissions, you can edit, email, and view the invoices, as well as make a payment, by clicking the ellipsis icon on the invoice record.

Use the arrow icon on the left side to expand or collapse the line item details for the items that are on an invoiceand view any recorded payments against that invoice.

To view all payment information for the company, you can view the Payments table. The records here will show information about each payment including which invoice it was applied to, the payment method, date, and amount. You can view the invoice PDF and link to the payments search page from here.

The credit memos section shows the credit memo ID, the rep who recorded it, and any notes. You will also see the credit memo type, credits applied, and open credits.

The Cash & Trade Account Balance box displays the total credits, the applied credits, and the balance for the company for both cash credits and trade, allowing you to quickly get a summary of this information.

There is also a cash account transaction section which displays information about all payments made to or from the company’s cash account. These payments show the dates, invoices the payment was applied to if applicable, as well as totals and relevant notes.

For each proposal, you will see the proposal name, recipients, who created the proposal, its status and probability.

Approved proposals will be highlighted in green, and declined proposals will be highlighted in red.

Depending on your permissions, you can link to the proposal details by clicking on the proposal name, or proposal search page by clicking Search Company Proposals. You may also be able to create a new proposal or delete existing proposals.

Each project will show the project name and manager, its description, archived status, created date, and project status along with a completion bar.

Click on the project name to navigate to the project page.

With the correct permissions, you can click on the status bar to change the status of the project directly from this page.

You may also be able to go to the project search page or add a new project from this page. If you click Add Project from here, the company name will be automatically filled out on the Add Project page.

The assets section of this page displays the name and the asset. Depending on your permissions, you can add and edit assets from this page.

At the top of the page, you will see charts for created contract values as well as payments by month.

Underneath these, there are pie charts displaying activity and ticket data for the company. For all of the graphs, you can see additional information by hovering over one of the data points.

The tab also shows 12 month contract sales, pending delivery sales, and recently sold line items, all in table formats.

Click on ‘View Summary PDF’ at the top of the page to open a PDF version of this information.

If you have both the Astro and DataWarehouse integrations, you can also view company insights from the Summary tab. Company Insights will open in a popup, and shows information generated by Astro based on the company's URL. Depending on what Astro can find using the URL, you'll see information such as a general overview of the company, their markets, recent press releases, and sales data.