Release 15.12 - October 15, 2025
New
Tax Rates on Companies and Orders
On the Billing Info step of creating or editing a company, there is a new 'Default Tax Rate' field. If the company has an address set, and there is a jurisdiction in your Tax Tables that match the region of the address, then the Default Tax Rate will be automatically set, but can be changed if needed.
When there is a company-level Default Tax Rate field set, any new line items created on orders for the company will automatically use that rate. This can be changed on an individual line item basis if needed.
There is also a new 'Order Tax Rate' field that can be set when creating orders that will override the company-level Default Tax Rate for that particular order. When this is set, line items added to the order will use the Order Tax Rate, but again can be changed on an individual line item basis if needed.
To account for these changes, there is a new option in the Tax Tables setup for the Products type, where you can choose 'all products'. Tax Table entries that either do not have a jurisdiction set, or have a jurisdiction but use 'all products' can be set on line items.
Reminder Schedule Search and Settings
There is a brand new Reminder Schedule search page that provides you with visibility into the schedule of reminder emails that are upcoming for your tickets. Similar to the All Tickets search page, this search returns results for tickets of every type, but the results are focused around tickets that could be eligible for artwork reminder emails.
To open the new Reminder Schedule search page, go to Production > Tickets > Reminder Schedule. To access this page, you need the User Permission 'View All Tickets'.
Here, there are various search fields you can use to narrow down your results.
The results of the search are shown in a table format, that show some basic information about the ticket, as well as details about reminder dates and whether the ticket is eligible to send the reminder emails.
There is also a new Material Reminder Settings page that allows you to configure how your artwork and material reminders should be sent.
Go to Settings > Tickets > Material Reminders to open the page. To access this page, you need the 'Tickets' permission under the Administration section of the User Permissions.
IMPORTANT: The print and digital artwork reminder System Configurations are no longer located in the System Configurations. Instead, all relevant settings for your artwork and material reminder emails can be located on this new Material Reminder Settings page.
Improvements
Asset Upload Form Template Improvements
In this month's release, we did a complete overhaul of our Asset Upload Form Template functionality. Asset Upload Form Templates in Ad Orbit allow you to customize the fields and asset types required for different product uploads. This release, we added support for more product types to use Asset Upload Form Templates, as well as created a form builder and added many more possibilities for form customization.
There are a few additional fields when creating an Asset Upload Form Template, and new product types to choose from. The main difference in the templates though is the Form Builder functionality. Click on the ellipses icon on a template and click the Form Builder button to open the Form Builder for that template.
The Form Builder is split into three columns. The items in the left column are the fields that can be added to the form. The middle column is the actual form. The items included in the middle column are what will show to contacts in the Client Center when they are uploading using that form. Finally, the column on the right lets you customize the fields on the form.
In addition, multiple templates can be set on a single product or ad size. When more than one template is used, your contacts will be able to pick which template they would like to use to upload their assets in the Client Center.
Offers Updates
Previously on Offers, you could associate a company or companies with the offer. This release, we made an update so that you can either associate companies with the offer, or you can associate a Contact List with the offer. If a Contact List is associated, every contact on the list who is either associated with a company, or has direct sales enabled, is eligible to claim the offer.
If a Contact List is associated, when emailing the offer, you cannot choose the recipients of the email like you can when a company is associated. Instead, if you need to change the recipients, you should update the contacts on the Contact List.
A change was also made to allow print offers with a quantity greater than one to be created if the Require Position on Print Ads system configuration is turned on. In this case, inventory checks will be done when the offer is claimed or items are sold internally to prevent overselling of the position.
Grouped Display on Contracts for Impressions and Targeted Display Products
There is a new setting available on Impression and Targeted Display digital media products called 'Group on Contract/Invoice'. Purely for display purposes, when set to Yes, line items for the product that run consecutively across multiple months will be shown as a single row on the Contract and Invoice PDF. When set to No, which is the default behavior, line items for the product that run in consecutive months will be displayed as individual rows, one for each month that the item spans.
Additional Improvements
File names can now be included in FTP exports, as well as exports to file-sharing accounts.
Ticket Assets are now included in the Global Search results.
A display update was made to the Lead Status search filter on the Contact Search page. Now, if a Lead Status is disabled, but there are contacts who have that status, it will show with the text '(inactive)' listed after the status name. If a Lead Status is disabled and there are no contacts with the status, it will not show up in the search filter at all. And last, if there is an active Lead Status but no contacts are assigned to it, it will be grayed-out and cannot be selected in the dropdown.
When uploading a file through the API, a URL and Notes can now be included in the upload.
The API documentation was updated to include the 'changedsince' parameter on the GET contacts and GET companies endpoints.
If a ticket is re-opened that has unbilled revenue, this will revert the unbilled revenue record and will allow users to edit the line item if needed.
On the Company Search page, all companies will now show a 'Root Company' if that is included as a display field on the page.
Order Files and Delete/Restore Order actions were added to the Order Search page.
Fixes
After placing ads in MagBuilder for territory and zone items, the Production Report will now show ads in the correct zones and with the correct page count.
When filtering the Aging and Aging Detail reports by publisher, special invoices are now showing in the results properly.
Images on proposal templates in locked sections can no longer be removed when creating a proposal using that template.
A bug allowing duplicate installment invoices to be created has been fixed.
Prepayments are now visible to the company's primary rep on the Recorded Payments search for users without the 'View All Users' permission for the page.
A warning message in the Client Center was resolved.
When updates are made to master invoices, all of the underlying regular invoices that make up the master invoice will now be re-marked for export.
A performance update was made on tickets to make the page load faster. In addition, edits to print ad ticket descriptions will now be retained.
County has been added as a display field on the Company Search page.
If users have the 'Edit Company Details' permission, but not the 'Add Company' permission, they can now edit existing companies.
If a copyright logo is included in the Client Name system configuration, the ACH transaction receipt emails now display the icon correctly.
Two style fixes were made to the left-hand menu.