History of Release Videos
This is a convenient place to access older release videos without having to switch back to the related version in the documentation
2025
For each release we have a video explaining the most impactful of the new features for that release. Full details of all the new features are included in the release notes for that release. Each video, plus a link to the release notes is included in tabs below:
Topics Covered
CRM Changes
Makeover on the Pipeline screen including new fields (0:00)
Account History Report (6:01)
Restrict Name Sources in Group Security (8:12)
Use Formats Dashboards setting in Group Security (9:30)
Advertising Changes
System Parameter to Auto-Assign rep at Account Creation (16:02)
Change Campaign Billing Schedule after billing starts (19:18)
New Option to Not Copy material when copying lines (21:05)
Import/Export and Filter Insert Rating Schedules (21:57)
Require versions flag in Preprint Product Setup (24:01)
Restrict Package to Category in Booking Wizard (25:47)
Restrict Categories in Group Security (27:00)
Ad Type flag to ignore Columns in Qty Calculation (Liners only) (27:45)
Bug fix - restrict size by product (28:52)
UI Change for users who can ignore credit check failures. (30:49)
Allow Editing of Internal Comments even if permissions otherwise restrict editing campaign by status (32:40)
A/R Changes
Skip CC Fees by bank and/or Client Type (34:18)
Roll Up Fees on Receipts (37:42)
Form level Details on Statements from Name Maintenance and Campaign Header (39:00)
Refund Amount prompt on the A/R Payment Details (41:35)
Advertiser Portal Changes
Customize Landing Page after login (44:38)
Do not Display saved credit cards when paying via Paylink (47:28)
Customize text for "Continue" button after approving the campaign (49:00)
Classified Portal Changes
Prompt for Product Selection option (51:00)
Topics Covered
Group Security change - add/delete future dates on a line that has already started (1:07)
User security change "my rep groups" - and a new menu for managers to manage just their own reps (2:40)
New InDesign Version (6:30)
New flag in position setup to lock changes to plan info during order entry (9:00)
Override Invoice Line Groups by Ad Type (10:35)
Affidavit Automation scheduling change (13:20)
System option to not require reconciliation on lines billed on estimates (16:22)
Group Security change to allow splitting lines with future dates (18:20)
Two new kinds of tickets - Client tix and Credit Request tix (20:27)
Foreign address controls (37:55)
Credit Control Status added to Add/Remove customer from credit stop (42:23)
Topics Covered
Update to Group Security - separating out Confirmed vs Reserved statuses when an account has not yet been approved (0:00)
Edit line description in Booking wizard if allowed by Rate card line setting (3:24)
Limit number of columns on classified templates (4:21)
Export existing data on Zone Import by Date Range (5:58)
System setting to restrict Grandfathering in ratecard lines (8:00)
Download spreadsheet of custom GAM targeting settings (9:44)
Custom Allocation on digital lines - new edit popup (12:03)
New merge tag on affidavit emails (14:27)
Select all products checkbox on exporting ratecards (15:34)
Future tab on Plan Sync Queue (16:56)
Production reminders "from" email controls (19:06)
Filter on Sales Activity report (21:11)
Tearsheet icon in Full Line Entry line items (23:16)
Edit Deadline Rules on Product setup (25:02)
Get tax from advertiser instead of Bill To (26:19)
New option for "none" in payment types in A/R Group security (28:08)
Tolerance % of credit limit - now added to Name Import and also Client type defaults (30:38)
Max records for Campains list and Credit Notes on Customer overview screen (31:50)
Recording
Topics Covered
GAM Approval Queue (0:00)
Target Platform for Video (6:34)
New Date Options on Reports & some new search filters on Orders by Product (7:14)
Configurable Output on Ratecard Lines (9:41)
Client Type Defaults (11:52)
Alt Advertiser Address on Campaigns (12:37)
Classified Metadata can be marked as inactive (14:30)
System Setting for # of emails to display on customer overview (16:30)
PO Number displayed in Advertiser Portal (18:24)
Password Reset & new merge tag in Classified Portal (19:55)
My Collections Screen - new filter & new column in the data (24:55)
Changes to big A/R Aging Report (26:25)
Override email address for Collection Letters (28:26)
Limit invoices displayed on the Client overview screen to x number of years rather than just 300 invoices. (29:22)
BONUS New Features!
2025.2 was so jam packed with new features we needed an extra recording to go over that came out after the first webinar. These features on the release guide have a RED video icon( 
), and the ones from the above video have a BLUE video icon ( 
).
This new video includes these topics:
Makeover for the Proposal Analysis Report (0:00)
New Group Security for editing lines with past dates (2:03)
Inserts - Product restrictions on Page Types (6:08)
Disable Next in Booking Wizard until the creative is drawn (7:50)
Client Specific Packages (9:03)
Client Type Defaults – behavior change on what happens to current orders and some account settings once payment is received (12:52)
Credit Hold Calculation Settings (20:44)
Tolerance % of credit limit (23:36)
What's new Webinar was held February 27th, recording is below:
Topics Covered:
New Nylas API Support and transition - 0:00
New Client Type Defaults - 3:00
Small UI Change on Pickup materials - 5:11
Billing Menu / Billing Reports change - 6:12
Group Security Change to only change advertisers in certain statuses - 9:10
Product Group - allow customization on confirmation subject line - 11:20
Several Affidavit changes - 13:20
Expire Ad Materials after X months - 21:10
GL changes related to Territory and swapping G/L segments from the Default - 23:30
Couple of Statement Changes - 35:35
Audit Report on User Security - 40:00
Changes to Advertiser Portal - 41:45
Changes to Classified Portal - 46:12
Please Visit the Release Guide for all new features in this release.
2024
For each release we have a video explaining the most impactful of the new features for that release. Full details of all the new features are included in the release notes for that release. Each video, plus a link to the release notes is included in tabs below:
Below is the recording of our 2024.6 release:
Here are the topics covered and the approximate time of each item in case you want to skip ahead to something:
Change Brand Rep assignment to Assign in order entry (0:00)
Ticket Teams report (4:40)
Couple of GAM changes
GAM Line Name Format of Line ID – Description (6:01)
Copy/Paste Key Values (7:18)
Override Ad Server Qty by % (10:24)
Child Directed Ads setting (12:51)
Multiple Materials on Native Ads (13:40)
New Search fields when searching for a campaign (17:00)
Email Confirmation to client AND now also to REPS (17:50)
New menu item for Inserts setup (18:45)
Important to visit your menu security settings depending on how you configured that to ensure that the right people have access to what they need
Client Portal – Message Types filter (20:48)
CLS Portal – Fine Print box (23:10)
New InDesign Extension version available – please contact support for access to the new version if you are licensed for it – Does not require 24.6 – just coincidentally aligns with the release so documented it in the release guide for visibility (26:00)
Double-click to copy text files
Download latest from server caching issue resolved
Please Visit the Release Guide for all new features in this release.
Below is the recording from our webinar for 2024.5, held on Oct 24 2024:
Topics covered in the webinar
Not every new feature is shown in the webinar, but those that are shown are listed below (along with approximate start time). They are also described in the Release Guide, with the topic heading showing this icon - 
if it was covered in the webinar - so you can easily see which ones were and were not covered.
New version of classified text editor - 01:19
BOGO Rates - 02:55
Limit Client Types on Account Create - 06:30
Sort order for Classified Packages - 07:55
Tax overrides by Product - 09:38
Display Material Preview on all production reports - 12:10
Update Page Number in an issue support for Spaceholder Child Ads - 14:00
Support to Import Currency Rate Changes - 16:55
Some new Statement Merge Tags - 19:11
Paylinks Profile filter - 23:45
Turn off login/create account option in Classified Portal - 26:17
On-Screen View of pdf when approving Classified Portal Orders - 27:30
OPTIONAL ADD-ON to Naviga Plan: Automatic update of Tearsheet URL back in Naviga Ad - 28:20
Some API Changes affecting login on the Swagger page - 31:14
Coming soon: Nylas API changes. We will be working with the individual sites who will be affected by this change in the coming months to change you over to the new version of the API - 33:48
Please Visit the Release Guide for all new features in this release.
Topics covered in the webinar
Not every new feature is shown in the webinar, but those that are shown are listed below (along with approximate start time).
Pop-up on Size Change if material is already attached - 00:53
Warning on Renew if issue sequence unavailable - 03:15
Preprint/Insert Changes - 05:35
Group Security changes (x2) - 22:00
Adjustment workflow routing change - 24:38
GAM Changes - 28:46
Import/Export Category Template Rates - 31:50
Metadata fields can optionally display on Invoices and Confirmations - 33:32
Customer overview screen will display the Advertiser and their ID on Agency Accounts IF the option is set to split statements by Advertiser. - 37:10
Allow Credit Card Surcharges without ACH option in the Advertiser Portal - 39:30
Topics covered in the webinar
Not every new feature is shown in the live webinar - there just isn't enough time to show everything! But those that are shown are listed below. See PDF below for the Full release notes with all the great new features in 2024.3
Items from the Enhancement Portal
Package Filtering by sub-category (CLS Portal)
Flag to disable future rep assignments
Hide download option after signing proposals in Portal
New GAM Line Description format
Tickets Dashboards - new columns added
Flag to use original rep on renewals rather than current brand rep
General System/not module specific
Maintain Color choice when refreshing test from prod
Easily switch menus to other modules for faster navigation
Advertising Module
Insert/trigger change history (used in Interface Link)
Default # of columns for CLS templates (Booking Wizard only)
Several Inserts workflow mods (Rating by weight, versions, Zone Download
New shortcut from Campaign to Accounting view on customer
Import Lines on Quick Line Entry Package Setup
Find and re-send affidavits
Reports clean up on Product/Group Analysis Reports
CRM Module
Prompt for Quote Status when creating proposal from opportunity
Classified Self Service
Better deadline management
Support for Free Ads
Topics
Here are the topics covered w/Start times in case you want to jump ahead:
Statement Template Hierarchy (01:00)
Group Security for Payment Types (7:00)
Collection Letters - sending only Overdue Invoices (9:00)
Delete Name - CRM checks (11:55)
Three New Group Security settings (14:00)
Two new System Parameters settings (20:45)
Share of Voice on Inventory for Non-GAM digital lines (24:47)
Some new GAM options: (28:30)
Drag and drop Custom Targeting
Creative Targeting Presets support
Filtered Product List in Booking Wizard (31:00)
Renewals > 60 Days out (32:00)
Update Page # in an issue Report - Customize columns (33:38)
Discussion of a coming soon mod to better support 5-4-4 Periods on Digital Lines (34:43)
There were several questions asked throughout and at the end. Most were answered in the call, but the unanswered Q&A is below:
Q: How does that show up on the invoice? (This was in reference to the future rep change feature) A: The "current rep" will be displayed on the invoice. So, if today is March 1, and Kelly is the rep for Company ABC. I put in a rep change that goes into effect on April 1 where Wayne will take over the account. When I do the billing on March 15th, Kelly will be displayed on the invoice. Even if I am invoicing in advance for an April order, if I create the invoices before April, Kelly is still the current rep and will display on the Invoice.
Q: Can you put in an effective date prior to today? If so, what happens? (This was in reference to the future rep change feature) A: No, you cannot back date the change prior to today's date. Only today and forward is selectable in the calendar
Q: Is this same option available under "Change Sales Rep Assignments"? For when you're updating multiple accounts at once. (This was in reference to the future rep change feature) A: Yes. On this screen the effective date is up at the top of the screen.
Q: Is this available in classic too or only digital first? (This was in reference to the future rep change feature) A: This idea actually came from Classic - but in Classic it was only available on Print Ads, and it remains the same today. In Digital first, it can be used on any type of advertising order.
2023
There were six releases made during 2023. For each release we have a video explaining the most impactful of the new features for that release. Full details of all the new features are included in the release notes for that release. Each video, plus a link to the release notes is included in tabs below:
2022
The release guides for each of the five 2022 releases were in our older format and not in this browser-based documentation site, but to save you from having to search in the old docs site, I have attached the New Features User Guide pdfs below each video.
The 2023.3 release came out right around the time of our Navigate 2022 virtual user conference, so during the conference we included a session on the new features.
2021
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