Help Center

New Features

Administrators can now review a detailed log of API activity, making it easier to audit API requests and troubleshoot issues.

Activities such as calls, emails, and meetings can now be assigned directly to an opportunity, creating a clearer picture of pipeline engagement.

A nightly extended look-back process now ensures all MapYourShow (MYS) transaction data is captured completely, even when records arrive with a delay.

A Material XREF field has been added to print ad tickets to support custom cross-referencing of material records for specific workflow requirements.

Publisher labels can now be customized at the instance level, allowing organizations to tailor platform terminology to match their internal processes.

Improvments

Key Data Warehouse analytics tables are now accessible via API, enabling deeper integrations and custom reporting pipelines.

The reserved item API response now includes the scheduled channel, providing more complete data for downstream integrations.

A new "Foreign Exchange Risk" credit memo type is now available, allowing for more precise financial record-keeping on multi-currency accounts.

The term "Publication" can now be customized at the instance level so the platform reflects the language your team uses every day.

New filter options let you quickly identify records that are ready for export, reducing time spent manually scanning lists.

Dashboard widgets have been refreshed with usability and display improvements for a more informative at-a-glance view.

The Annual Client Spend report now includes a dedicated column for secondary company reps, giving a more complete view of rep attribution.

Imported records now carry a "purged" flag, making it easy to track and manage records that have been removed from the source system.

Closing dialogs and popups throughout the application is now smoother and more consistent.

Project names on the Project Billing Report are now clickable links, allowing you to jump directly to the project without navigating away.

Packages can now be tagged with a Publication, improving categorization, filtering, and reporting on package-based offerings.

The Consolidated Production Report now supports filtering by Package, making it easier to analyze production across bundled offerings.

When a rep is assigned to a record, the associated Market Territory is now applied automatically, reducing manual data entry.

Issue selection for digital ads can now be restricted to a specific date range, giving you tighter control over scheduling and inventory.

A Twilio call action is now available in the mobile site, enabling your team to initiate calls directly from a contact record while in the field.

The ACH Terms and Conditions in the Client Center have been rewritten for clarity, reducing confusion when clients save payment information.

Deleted or previously converted opportunities can now be cloned, preserving historical detail and saving time when re-engaging a prospect.

The company ID now appears alongside the company name in all selection dropdowns, making it easier to distinguish organizations with similar names.

Contact list exports now include full address fields, giving you richer data for mail campaigns and reporting.

"Ad Orbit ID" is now available as a mappable column in HubSpot integrations, making cross-platform record matching more reliable.

A new permission allows administrators to control whether users can modify rep assignments when they are the primary rep on a record.

Service ticket automation workflows can now be scoped to a specific Publication, enabling more targeted and precise automation rules.

Each user can now set a personal preference controlling whether Google Calendar event updates are sent to customers.

Rep split percentages are now visible on the Consolidated Production Report and Billing Report, making revenue attribution fully transparent.

A new CC Reps multi-select field when using the Weekly artwork notification model makes it straightforward to copy multiple reps on client communications and notifications.

Company and agency names on the Approve Orders page are now links, allowing you to navigate directly to the company record with a single click.

The Forecast Kanban board has been re-done to be Opportunity focused, rather than Forecast focused. It is now called Opportunity Kanban, and each tile in the board reflects an Opportunity, rather than an individual Forecast item.

You can now set a Confidence Level when creating or editing an opportunity, helping your team build more accurate revenue forecasts.

Installment invoices can now be previewed before they are sent, giving you the opportunity to verify details and avoid errors.

Email activity reporting now only records entries for the primary "To" contact, eliminating duplicate entries and producing cleaner activity histories.

NetSuite records are no longer re-pushed when nothing has changed, reducing unnecessary sync activity and improving overall integration performance.

Company Payment Term and Service Active fields are now available in the Data Warehouse for richer reporting and analysis.

Import performance has been improved, significantly reducing processing time for large record sets.

When adding a payment in a foreign currency, the exchange rate and converted amount are now displayed for full transparency.

Group Invoice generation now supports a "Default" option, streamlining the invoicing process for common configurations.

A series of follow-up improvements have been made to the NetSuite integration for greater stability and consistency.

An "activity_modified" timestamp column has been added to the Data Warehouse activity table, enabling more precise change tracking in reports.

The sequence for exporting data when using third-party agency commissions has been updated.

Bug Fixes