September 14, 2022 New Features
Multi-Line Invoice Export
A ‘Multi-Line CSV Export’ option has been added to the Invoice Search page. This new export formats the invoice export differently than the normal export option, and includes different fields such as Invoice Label, Record Types, and VAT Codes. Each exported invoice will have a minimum of three lines: one header, at least one product line, and one footer. If you wish to have this export type enabled, please contact our support team.
HubSpot Export
A new HubSpot specific export has been added to both the Company and Contact search pages. The export is only visible if HubSpot is enabled in your site, and you have the permission ‘Contact/Company Export’. It is intended to generate an export of your companies or contacts that can then be imported directly into HubSpot, and only includes fields that are relevant for HubSpot.
Typically, event attendee badge information is based on the company they are associated with, but that is not always the case. This release, we have added the ability to set Badge Names and Badge Companies for your event attendees. These are optional fields, and if nothing is entered in them the system will default to using the contact and company names from within MagHub to use for the badge information.
Badge information can be added from a few locations, including the checkout on your ecommerce storefront if tickets are in the cart, and in the add event line item popup on orders.
To edit badge information after the fact, you will need to go to either the Event Attendee Report or the event’s Attendees tab (badge information can be added from these locations as well). When looking at an attendee record from either of these places, you’ll see an Add/Edit Attendee Info icon. In the popup, you can enter or edit values in the Badge Name and Badge Company fields. Underneath the badge fields, you’ll notice a checkbox to choose whether or not the attendee is also a contact within the system. If checked, you must enter contact information, either by associating an existing contact from within MagHub, or by creating a new contact.
The Event Attendee Report and the event Attendees tabs have been updated to show Badge information for each attendee.
We now support the syncing of payments applied to invoices from within QBO to MagHub automatically. Previously, any payments made to invoices within MagHub would get pushed to QBO, but it did not work the other way. No payments made to invoices within QBO would get pulled into MagHub. Now, if you turn on the ‘Sync payments created in QBO to MagHub’ setting on the QuickBooks Settings page, payments applied from within QBO will be brought into MagHub. There are a few restrictions to this feature:
The payment in QBO can only be applied to an individual invoice. If applied to multiple invoices, it cannot be brought into MagHub.
If a payment is voided within QBO, it will not automatically be voided within MagHub. You will need to manually void the payment in both systems.
Contact Support – Sales Question
A new ‘Sales Question’ option has been added when you click on the ? In the upper right corner of MagHub, and click on ‘Contact Support’. The process for submitting a Support Question is the same as submitting a support ticket or feature request but is intended to be used for questions specifically about your account. You should submit a Support Question if you have inquiries about the following:
Renewal Dates
User Count
Feature Usage
Upcoming MagHub University Sessions
Purchasing Training
Changing your Subscription Type
September 14, 2022 Improvements
Invoice Register Report Improvements
A new Delivery Date display field has been added to the Invoice Register Report. For regular invoices, there will be only one date in this field, whereas for master invoices there will be a list of all the relevant delivery dates. If you click on these dates a popup will open that shows you the delivery dates of each line item included on the invoice, along with some additional details about the item.
We also added a new ‘Bill-To Company’ sort option. When this is selected, the report will sort by the Bill-To Company by default, but you can always click on other headers to sort by those fields instead.
Company and Contact Search Updates
Additional display fields have been added to the Company Search page, including:
Merged company name
Merged company XREF
Merged company rep name
Merged company rep email
The ‘Create Mailing List’ label on the Contact Search page has been changed to say ‘Create Contact List’.
New actions have been added to the Contact Search page for each contact record, so activities can be created for the contact directly from the search page. The actions include:
Call via Twilio
Add Appointment
Add To-Do
Create Opportunity
Create Order
Job Title has been added as a display field to the Contact Search page.
A few releases back, we added a ‘product swapping’ feature. This release we’ve improved on that, and we now allow for multi-item product swapping. When swapping products on orders with installment billing, you will see an additional ‘Add Another Product’ button in the Add Product popup. Once you’ve entered the necessary information for your first product, click this button, and you’ll be able to add another item. The total of all items must equal the amount of the original line item. For example, if your original item was $1000, you could add three line items, one valued at $500, one at $200, and one at $300.
Note
If you abandon the swapping process part-way through and never save the changes when adding multiple products, the line items will remain on the order, but will display as deleted, or dead, line items. In the reports, the reason for deletion will reflect that the item was from an incomplete product swap.
Order Display Changes
In the previous release, we gave users the ability to pick and choose the display fields they want to see on their Orders tabs, as well as re-name them if desired. This release, there were a handful of updates made to this feature.
If you wish to set the display names on a site-wide level, rather than per-user, please contact our support team to turn on the configuration for you. When enabled, only users with the ‘Global Column Naming’ permission can edit the display names. Each user can still pick and choose which fields they want displayed, but only users with the permission can rename the fields.
We now support the display of Order dynamic attributes. To allow users to view any of these attributes on their Orders tab, the system configuration ‘Show order dynamic attributes on Order tab’ must be enabled. Once turned on, users can pick and choose which of these attributes they want to see by going to their My Preferences page.
Broadstreet Integration Improvements
Multiple updates were made to our Broadstreet integration this release.
You can now change the ‘Use for Broadstreet’ setting on products after they have been added to orders. This will not affect existing line items, only new line items going forward. If you have existing line items for a product, and change that product to sync with Broadstreet, you can manually push those items to Broadstreet by using the actions on the individual line item.
Previously, the only mapping option of Broadstreet zones to MagHub products was a one-to-one connection using ad sizes. This release, we added a new option where you can map a single digital channel to multiple Broadstreet zones.
To map your zones using this method, you’ll need to enable the new setting on the Broadstreet Setup page called ‘Map Broadstreet zones by Publication and Channel.’
Once that setting is turned on, go to your Rate Card & Ad Setup page and click the Broadstreet Zone Mapping button. This will open a new page where you can choose which publications you would like your zones to be associated with.
After your publications have been mapped, go back to your Rate Card & Ad Setup page, and add or edit a digital channel. In this popup, you’ll see a new multi-select field for Broadstreet zones where you can pick and choose which zones to associate with the channel.
Once all the setup is done, your assets for your products will be synced to Broadstreet based on the mapping criteria. If an asset is uploaded for a channel/publication that is not mapped, it will not be brought into Broadstreet.
We added a Broadstreet Error Logs page for tracking any issues with line item or asset syncing between the systems.
Order Approval Note Accessibility
To improve the order approval workflow, we have made a few note fields more accessible.
Internal comments added to an order by a rep are now visible on every order approval page, whereas previously these were only visible on Finance Approval.
Notes added when approving an order are now included in all order approval emails, whether the order was approved or rejected. Previously, these notes only appeared in the client-level approval email.
Other Improvements
The zip code quick fill feature has been added to the Venue fields when creating an Event. This makes it simpler to add an address. Simply type in the zip code, and the state and city fields will automatically populate.
To improve our HubSpot integration, this release we updated how the HubSpot Sync determines the last sync data. What this means for you is that large sync jobs (more than 10,000 records) should no longer fail. Instead, we will sync up to 5,000 records at a time. Then the next time the sync runs, we will sync the next 5,000 records, and so on.
Primary contact and billing contact fields were added to the Historical Order importer.
Column headers have been added to the Product Sales Widget.
A ‘Delivered Product’ display field has been added to the Consolidated Production Report.
Invoice Created Dates have been added to the Invoice Fact table and the Analytics Invoices table in the DataWarehouse and Metabase.
The Premium Position Report now links to the Consolidated Snapshot Report, rather than the Issue Snapshot Report.
Users can now choose whether or not they want Twilio calls to be recorded by default. Currently, the default setting is to record the calls. If you wish to change this, go to My Preferences – Site Settings. To not record calls by default, uncheck the ‘Automatically Record Twilio Calls’ box. You can always manually check or uncheck the ‘Record’ box when adding a call through Twilio, regardless of your default setting.
We changed how Reserved Product Inventory Groups work this release. Previously, these inventory groups applied to all products within the group. Now, the inventory checks work on a publication level, rather than a global level, which is consistent with how inventory checks for our other product types work. When placing products in your scheduler, if products belong to the same inventory group, they can be placed on the same day as long as they belong to a different publication. You cannot place two products from the same group on the same day if they are for the same publication.
A change was made to the Avalara integration this release, to prevent tax amounts varying due to delays in the tax calculations. Now, if for whatever reason, the tax rate changes between order approval, and when the invoice is created and paid, the tax amounts will display the same amount in both MagHub and Avalara. In Avalara if a tax amount was ‘overridden,’ the taxes field on that line item will be underlined and you will see a notification.
Users can now bulk mark line items as externally invoiced. To do this, go to the Create Invoices search page and find the desired line items. Use the checkboxes to select all the line items you wish to externally invoice, and at the bottom of the page, you will see a new action to ‘Externally Invoice Selected Items.’ This will prompt a popup where you will need to enter the external invoice number.
Activities imported using the Company Note Importer will no longer be flagged to sync with a user’s connected Google or Outlook calendar. This prevents the triggering of unwanted notifications, particularly for old activities.
If one of the imported activities is manually edited within MagHub, it may still sync to the user’s connected calendar.
We now support vaulting of QuickBooks Payments credit cards. Vaulting does not need to be enabled within MagHub to still take advantage of QuickBooks Payments, since it was an existing integration.
The Region search field is now a multi-select on the Annual Client Spend Report.
When adding or editing slot line items on an order, we now show the company name on sold and pending slots, making it easier to track who the item was sold to.
In last month’s release, we added an Anonymous Artwork Upload link to artwork reminder emails. This release, the same feature has been added to our print and digital grouped artwork reminder emails.
On each product specific ticket search page (excluding the All Tickets search page), and the Consolidated Production Report, you can now search for tickets that have no status set.
Artwork Reminder emails now reflect your system date formatting. For instance, if your date fields are set to ‘YYYY-MM-DD', that is how your dates will display in your artwork reminder emails.
The Historical Order Importer now allows for rep commission splits on line items. By default, the split fields will be set to 100%, or all of the commissions going to a single rep. If you wish to add a split, you will need to add a line item XREF, and a split percentage (other than 100). To add the other splits, add another record with identical information except for the rep ID, and the split percentage.
A ‘global invoice counter’ has been added to help with Invoice Label consistency between invoice types including special, regular, and master. For example, previously if you created a regular invoice, its label may have been ‘Publisher - 3000’, and then your next master invoice would have a label of ‘Publisher - 2500’ or ‘Publisher -4600’. Now with the counter, your regular invoice would be ‘Publisher-3000’, and your next created invoice, regardless of the type will be ‘Publisher-3001’.
There has always been an ‘Agency Gross’ field available on print and digital ad line items on contract templates. This release, we added the Agency Gross field to the digital media items element, and the ad hoc groups element.
Order XREF has been added as a field to the Orders Fact table in the DataWarehouse and Metabase.