Release 26.2 - February 11, 2026
New
Auto Create Offers Using Astro
There is a new option to have Astro AI automatically create draft Offers on behalf of your reps. For any reps you wish to have this feature, go to their User Edit page and check the 'Enable Automatic Offer Creation' box.
When this is enabled, Astro will automatically generate draft offers based on the rep's past sales history, and available inventory. Offers will be automatically generated for the rep's top companies and products, and Astro will automatically add discounting to the offer line items as well.
These offers are indicated within Ad Orbit with a rocket icon, and will be in a 'draft' status, meaning it must be reviewed and published by a user before it is visible to your customers.
When offers are automatically created, reps will receive an email with the information about the offer, that includes links to view the offer within Ad Orbit.
You can review the offer and line item information and make any changes as necessary. If you like the offer and want to utilize it, then click the ellipses icon on the offer, then click the 'Publish Offer' action. This will move it to an Open status where it can be seen and claimed by customers.
To prevent automatically created offers from just being noise in the system, each rep will have a maximum of three automatically created draft offers at a time.
One additional non-Astro related change was made to offers this release. When emailing an offer, you can now change the 'from' email address. By default, this uses the rep set on the offer.
Improvements
Converted Forecasts on Forecast Detail Report
An option was added to the Forecast Detail Report to 'Include Converted Forecasts'. When this checkbox is selected, there will be an additional table in your results for 'Converted Forecasts'.
Forecast items are considered a Converted Forecast if they have been attached to an order. When forecasts are attached to an order, they are marked as deleted, so they are not typically visible on reporting. Selecting this option makes those items visible on this report.
Additional Order and Contact Display Fields
Users have been able to customize which display fields show up for them on their company Orders tab. This release, there are new columns that can be added, and we made display fields customizable on the company Contacts tab as well.
On your My Preferences page, the tab where you can customize these fields has been relabeled from 'Order Display' to 'Column Display'.
The page has also been reformatted, so rather than showing a checkbox for each available display field, there are dropdowns that allow you to pick which fields you want to show.
Start Date, End Date, and Category are new columns available to be added to the Pending Orders and Signed Orders tables.
There is a new Contacts dropdown that allows you to customize which display fields show up on your company Contacts tab. These settings will only apply to your user account.
Improved Management of Expired Proposals
Previously, proposals that had passed their deadlines were difficult to manage. This release we made multiple updates to expired proposals to make the workflow much easier.
Expired proposals can now be cloned.
If you are the owner of an expired proposal, then you can edit the deadline of the proposal. On expired proposals, the deadline will be the only editable field. If the deadline is changed to a future date, then the rest of the proposal can be edited like normal.
If the deadline is edited, there will now be a record of that change on the proposal history.
On the Proposal Search page, confidence levels on expired proposals can now be edited.
We also added a few new actions to the Proposal Search page for all proposals. When applicable, there are new actions to View Proposals, and Edit Proposals.
Importer Updates
Updates were made to various Importers this month.
The Contact Email, Contact First Name, Contact Last Name, and Contact XREF fields have been removed from the Company Importer.
Barter, Artwork Contact, Placement Notes, and Ad Notes columns have been added to the Print Line Item Importer.
A new Slot Product Channels and Sizes Importer was created. This importer is intended to be used to add multiple channel and size combinations to existing slot products.
A Description column was added to the Service Line Item Importer.
A Digital column was added to the Ad Position Importer. When an item is specified as digital, they will be imported as a digital channel, rather than a print position.
Additional Improvements
On the Company Search page, the Purchased Product Category search filter is now filtering and updating the available options in the Purchased Product dropdown.
A 'Group' column was added to the Products tab of creating an order. This column shows any relevant packages, ad hoc groups, or display groups that the line item is part of.
The Inactive label has been added for the support user on company overview pages, as well as in the rep assignment popup, when the rep is inactive.
When the Require publication be specified on all service items system configuration is set to Yes, the publication field on Events and event ticket and booth products will be required.
Fees are now split out in the Great Plains payment GL summary exports.
A Sales by Brand breakout table was added to the Daily Order Sales report in both the Confirmed Sales and Contract Sales tables.
When a ticket is marked as done, the system will pick up the revenue for that item. Now, if a ticket is re-opened, as long as the revenue record has not been exported, that revenue transaction will be reversed.
Contact First Name, Contact Last Name, Company Name, and Contact Link have been added as merge tags to Drip Campaign (Manual) automation workflows.
Clickable breadcrumbs have been added to the Expense Items page.
When performing a bulk update on the Contact or Company Search pages, the page will now reload to the same page of the results you were on when you performed the bulk update.
A Sage 100 Summary GL export format has been added to the system this month.
An 'Exclude Deleted Items with Invoices' checkbox has been added to the Forecast Summary report. When checked, line items that were deleted, but their invoice was kept in the system will not be included in the report results.
An asterisk has been added to the pricing on the Event Product page for products set up to allow user-defined pricing.
When an Asset Upload Form is submitted in the Client Center with only dynamic attribute values, and not a file or HTML upload, the ticket will now act as if assets were uploaded. In addition, the Edit Asset Information action on the internal ticket has a new 'Keep Last Status' checkbox to determine if the current status of the ticket should be kept, or updated to the File Uploaded status.
A Tax-Exempt setting has been added to publications. When a publication is set as tax-exempt, any line items created for that publication cannot be taxed. The exception is event products, which will use the Tax-Exempt setting on the product level.
Metabase has been updated to version 58.
The Aging Report Detail now has a 'Disable Pending/Collections/Write Off Logic' checkbox that functions the same way as on the Aging Report.
API endpoints have been added for Order Payment Schedules, as well as Service Products.
On the Sales Rep Assignments report, you can now filter by individual inactive users.
Fixes
When service products not set up to pro-rate revenue recognition are marked as done, they are now moving properly into the Revenue bucket.
The date formatting is now consistent in the Line Item Relationship popup on installments.
When trying to submit a page without all of the required fields filled out, the system will now scroll up to whichever field is missing.
Expected close dates are no longer being applied to scheduled Forecast Summary report emails.
Disabled subscription dynamic attributes will no longer enforce if the required flag is set on the attribute.
Promotions applied to orders purchased on the E-Commerce Storefront are now displaying correctly on the Cart Invoice templates as well as the Cart Invoice pages within Ad Orbit.
On the General Ledger Journal Report, the publication field is now showing properly for all service and event items.
Single volume discounts can now be saved properly on zone rate cards.
Artwork reminder emails are now sending properly when the delivery dates fall on weekend days.
Commissions are now longer being applied to master installment invoice fees.
On the Products step of editing orders, the Update Rate Card on Selected bulk action now allows you to select rate cards set as National Rates.
When multiple payments are processed against the same invoice with a surcharge fee in the same day, the surcharge amounts are now displaying properly on the Recorded Payments search page.
When importing data using the Historical Order Importer, the import will no longer time out when attempting to import a digital ad item without the Color column.
When a contract template associated with a publisher is deleted, the association between the template and the publisher on the back-end is now deleted.
A performance update was made on the Consolidated Sales Report when including child company sales in the results.
A few errors were fixed on the event product importer.
Territory and Zone inventory was not being applied properly. Now, you can specify different inventory caps on premium positions between your Territories and their Zone issues.
Sorting by dynamic attribute display fields on the Subscription Search page now works properly.
An issue when logging in with SAML Single Sign On has been fixed.
A bug preventing assets from being uploaded anonymously in the Client Center has been fixed.
An issue causing duplicate renewal emails to be sent for bundled subscriptions has been fixed.
On the second step of invoice creation, the order IDs are now correct when invoicing multiple orders.
A scenario that could cause invalid invoice dates and due dates when creating ad hoc group invoices has been fixed. Now, when creating an ad hoc group invoice, the due date cannot be set prior to the invoice date.
Service items are now taking into account the date the item is marked as done when generating GL records.
When filtering by a Secondary Rep on the Sales Rep Assignments report, the results will now correctly show only companies the Secondary Rep is set on.
The edit popup can now be opened on the Forecast Management Kanban board.
Attachments added during the order approval process are now being stored in a different folder, to prevent those attachments from being deleted after a period of time.
When using the Override Price option on package line-item discounting, if the Override Price is greater than the Gross value of the line item, it will now be added to the order as a negative discount.
When using the line item importers to create rep splits, you can no longer create splits across different product types.
A tooltip display has been fixed on the Aging Report Detail.
A display issue on the Package Name search field on the Consolidated Sales Report has been fixed.
On company statements when Aging Only is selected, invoices that are partially paid will now show the payments for those invoices.
Line items imported from the Map Your Show integration can no longer be swapped.