Release Guide

This document provides instructions for how to use the new features in the 2026.1 release. The version is now available (as of March 8)

• For clients who are on version 2025.3 or older - your GAM API version is out of support with Google. If you are on an older release and are integrating with GAM, please plan to upgrade soon.

• There is new menu security in the CRM Module for Call List Status Setup. Please check your menu security setup to ensure it is set according to your business rules.

• There has been a change to Advertising Group Security for the 'Proportion by' setting on digital lines, and also a new security for Override "From" email addresses on a confirmation. Please check it out to ensure users are configured correctly.

• We moved some things around in User Security and Rep Maintenance to make things more clear for users setting up the system. For those already used to the old way, it might be a small learning curve to get used to the new way, but for new users coming in, we think this is a lot more straightforward.

Advertising Module

Group Security - Additional Control for "Proportion by"

Previously in Group Security there was a single dropdown allowing the admin user to select which default setting to use for proportioning digital lines across months (By days in the month, equal across months, or custom. In addition, there was a flag to disable the custom option.

Now, that has been revamped and there is more granularity allowing the admin to specify which options are available.

In the above example, the user group shown would only be allowed to use the Number of Days in Month option, and no other choice would be available to them.

Available options will be in the left column and any which are to be restricted should be moved to the right column using the provided arrows between the columns.

Group Security - Allowed "From" email addresses for Proposals/Confirmations

There is a new setting in Setup -> Admin -> Group Security Setup to which controls the allowed override "from" email addresses when sending an order confirmation

Typically, the "from" email address for confirmations/proposals is the person sending it. However, for some of our customers, the sender is a part time employee who might not be available when a client replies to the email, so the preference was to allow for sending from an alternate email address.

The default is still the sender, but this can be overwritten to one of the allowed from addresses in their group security.

If the user enters an email there that is not one of the specified allowed senders, then it will prompt them with a reminder of the email addresses which are allowed (their own, or one of those supplied in group security)

User Security / Rep Maintenance Changes

In Naviga Ad, a salesperson may or may not be a user in the system (and likewise there will be plenty of users who are not reps). When when a rep is a user, the "sales rep" gets connected to the "user" and previously we did that on the user security setup. We now do that in Rep setup:

We are hoping that will alleviate most (if not all - if we dare to dream!) of the cases where people erroneously connect too many sales reps to the same user thinking that that is about accessing data. It isn't for that - it is about saying you are this person.

As a result, the Rep/User Integration node on the User Security setup is now gone. Part of this page's previous function has been moved to rep setup as noted above, and the rest is now under Advertising settings.

In Addition, the Account Activation History was just a list of times that a user was set as inactive and re-activated. That didn't really needs its own screen as it is also covered in the Audit Report at the top of this tree.

In the CRM Section, the Rep Home Page and Summary page has now been merged together, since they were both fairly simple screens on their own.

The tree now looks like this:

So you haven't lost any data or functions with this re-design, but hopefully this is a cleaner user interface for it and the changes will be beneficial to all.

New Warnings when Confirming orders

Two new warnings now available when confirming orders, either from the campaign screen, or Bulk Update Campaign Status screen

Depending on a users group security permissions they may or may not be able to still confirm the order, but for those who are allowed to confirm after close or confirm a past dates, this will give them a reminder so that they don't put something in past close unless they really intend to.

Audit Report to show Security Group

When running the User Audit Report, when selecting users to include, the description of the user's group will be displayed in addition to the user's name and ID:

This assists with filtering by groups of users. For example, I added "Sales" to the filter above to limit to users on the left to those belonging to my various sales user groups. It was then easy to add them all to the right column without all my other user groups cluttering the list.

Several Affidavit Enhancements

Add Affidavit to Advertiser Account from Order Entry

A very useful timesaver with this enhancement. When booking an order, the user can add the affidavit delivery information to the campaign. If the Affidavit info was already entered on the account, it would default to each order, where it could be overwritten as needed, but previous there was no way to add a permanent affidavit contact from the order entry screens. Now you can.

There is a new column on the affidavit window to add a new contact to the Advertiser defaults. This will append to any existing affidavit contacts already configured on the account.

This functionality has also been added to Full Line Entry: (In the below example "Kelly" is already a default affidavit contact, and additional contacts may be added here with a checkbox to save it to the advertiser for future use.

Import Default Affidavit Contacts

There is a new node on the Advertiser/Agency Import for importing Affidavit Contacts. This will populate the default contacts on the Name Maintenance screen, which can then be overwritten on a campaign.

1. Navigate to Setup -> Admin -> Advertisers / Agency Import and select the node for Import Default Affidavit Contacts

1. Click the Download Template button to download an excel template formatted for this import.

2. Fill in the appropriate fields, using the below table as a guide

Field	Description	Required?
CompanyID	Enter the Naviga Advertiser Account ID here	Yes
Name	Enter the name of the Naviga Advertiser here	No
Delivery Method	Options available here: P=Print, E=Email, B=Both, H=Hold	Yes
Copies	How many copies are desired? (must enter at least 1)	Yes
Contact	Name of the contact person receiving the affidavit. (Not required for the import, but is required in order entry so it really should be put in here unless you want the user to manually add it)	No
Email	Email address of the person who will be receiving the emailed affidavit	Only if email address is the delivery method.
Address	Address to be used in sending the affidavit (only applicable if you use the tags for this specific address on the affidavit templates. Many of our clients just mail affidavits to the main account address and don't use this one.)	No

1. Once the spreadsheet is filled in and saved locally, return to Naviga Ad Affidavit contacts Import and select the file thru the "File to Import" field.

2. Click Test Import File button to run a test to ensure there are no errors

3. If successful, proceed to Import File button

4. If there were any failures, remove the file from files to import field and return to your local copy to correct the errors. Return to step 4 and repeat until no errors remain.

"Hold" as an option in Delivery Method

The idea of an affidavit with a delivery method of "hold" is for those which require some sort of special handling. Perhaps that customer requires an affidavit to have a raised seal stamp on it, or perhaps that client has many affidavits every week and insists that they be bundled together and placed in a single envelope - anything really that requires that a user intervenes.

Behaviorally, it will be the exact same expectation as a print batch, except that it will be in its own separate batch and not mixed in with 'normal' print affidavits.

The hold option can be found on Orders and in Name Maintenance, and is supported in the new Import affidavit contacts functionality.

It can also be found as a search criteria when selecting affidavits to generate so that you may process a batch of "hold" affidavits separately from a batch of emailed or mailed affidavits.

If you are using the Affidavit Automation processing, you should visit your setup and add rules to handle the processing in case an end user opts to use the "hold" option for an affidavit.

Line PO Number on Insert Wizard Versions

If you are using the wizard to book insert orders, you will now find a new field on the versions tab for a PO Number for that version.

The PO can then be seen on the invoice, order confirmation, Orders By Product, etc.

New Campaign Pacing Report

The old report is still there and available if that is your preference, but there is a new one available now called the "Sales Territory Pacing" and I am sure it will come as no surprise that there is an option here to filter by sales territory! But it also has configurable columns. 🎉 and line end date range. All the old report's filters are still there.

The report has tons of data points on it, so the configurability will be a nice touch for those who don't want all that detail

As for the nuances...because there are always those!

1. The Territory is the Sales rep territory as defined on the "Original Sales Rep" on the campaign

2. The line items end date range allows for the user to filter the report to those lines which are ending in a certain time frame. (for example, I may not be overly concerned if a campaign is underperforming this month, if the campaign will continue to run for 9 more months.)

3. The PDF export of the report will display all the filters selected for audit purposes (note - when exporting to pdf, you might want to include fewer fields if permitted to do so, or it will be a bit of an eye chart to see it on an 11 x 8.5" paper.

4. The filter at the top "Served Date As Of Date" - if you are not seeing the data you are expecting, try making this blank, especially if you are in your test system where actuals are not coming back from GAM - this is a field that is updated on the campaign lines by the integration with GAM - so if the ad is not in GAM and pushing data to the database you are in, that date wouldn't be getting populated.

5. As this report is a Pacing Report and meant to let the user know (while the campaign is still active) if the line looks like it may not be performing as expected - the report will only display lines where the campaign end date is still today or in the future.

Additional Flag on 12 Period Analysis

When the "Summarize by" filter at the top is selected as Order Rep or Brand Rep, the new option next to it becomes enabled. This allows the user to select if non-commissionable amounts should be included in the totals and the drill-down. Previously only commissionable amounts were returned. Now the user has the choice of what they wish to see.

Additional Filter Option on Sales Activity Report

The sales activity report (Analysis -> Sales Rep. Reports -> Sales Activity Report) has a new Group Option: Use Primary Product Group.

The primary product group is from Product Setup.

Sort field added to Section Import

In the last release, there was a new field added in Section setup for sorting the section names in the dropdown. That sort code has now been added also to the Section Import template in column K

See Importing Sections and Positions for full details on using this import template

Job Title added to Sales Rep Setup

A new field has been added to rep setup to capture their actual title. This can then be used in Order confirmations. In addition, the rep territory, which was already on rep setup, has also been added as a tag on order confirmations.

Fields can be found here (Setup -> Sales Rep Setup -> Sales Rep Setup):

Position Name added to GAM Rate Lines Report

GAM Rate Lines Report is found under the Setup Menu in Advertising Module and show rateline details for Digital Rates. Previously we had the Position ID, but not the Position Name. That has now been added to the report

Internal Comment added to Orders by Product

A new field is available to be added to the Orders by Product report - Internal Comment field from a line item

How wide this column can be will be dependent on how many other columns are being displayed. Remember, you can use templates to have different saved columns so that you don't necessarily need to have every column displayed all the time.

Material ID added to Insertion Details in FLE for Liners

It was requested that we add a field on this tab for the liner material ID. It was also already on the Material tab - so now it is on both.

CRM Module

​​Call List Status Setup

Under the CRM Manager Menu, there is a new menu option for Call List Status Setup

Previously, this was only available as a sub-menu of Call List Setup under the setup menu. For users who needed access to set up the statuses but not the rest of call lists, this was problematic. So now there is a separate menu security entry for this. Please check your menu security to ensure that the correct user groups have access to this menu.

A/R Module

Update to Logic on the COA column for a Credit Controller

This will allow the field to more closely match the Customer Overview COA amount. Previously this was excluding some COA if a portion of it was allocated as a prepayment.

The COA that is displayed here in the Credit Control Module is intended to only show COA that is available for use, and intentionally does not display prepayments, but previously it was not displaying at all if any part of the COA was flagged for Prepayment, even if it wasn't ALL attached to a future campaign.

Change / Reassign Controllers with filters

In the Credit Control Module, select "Assign Controller to Clients" from the tile bar at the top, or select Credit Control -> Credit Control Assignments from the menu. This mod applies to both the Change/Reassign Controllers and the Assign by Aging nodes on the left navigation.

In previous versions, any filters selected in the white filter bar at the top of the results table (highlighted above) were not considered when doing the "Bulk Change Assignments" option and too many accounts were being updated. Going forward the Bulk Change Assignment function will honor those additional filters.

Classified Self-Service Portal

Multi-Select Product Groups

In the Pending Approval Queue, the dropdown for Product Group now is a multi-select, allowing users to filter and select only the groups they wish to review:

General Ledger Module

Add Revenue Category to G/L Account Import

The G/L Account import template has a new, optional field for the Revenue Category

Revenue Categories are configured under Setup -> Revenue Categories in the G/L Module, and the template for Importing G/L's can be found under Accounts -> G/L Account Maintenance

Please see G/L Account Import for more details on importing G/L Accounts, and A/R Reporting for details on where the Revenue Categories are utilized.

History of Changes on the G/L Maintenance Screen

Previously, the G/L Maintenance screen displayed the date when the G/L was last updated and who did it, but it didn't track what was changed. Now it does.

Previously:

2026.1:

G/L Changes around tracking the External G/L number

Viewing some of these changes will actually be seen in other modules, but thought it would be better to document them here together since they are all G/L Related. These will also require that this new parameter be set in Setup -> Admin -> G/L System Setup.

Store Historical External G/L values

This will be stored at the time of posting and will only affect transactions which are posted after the above flag is set. There is no data conversion for this upon upgrade or upon setting the Enable External G/L Tracking flag.

For the Trial Balance Report, this will only be reflected on the "Transactions" Tab in the onscreen report and in the "Download detail Excel" or "Download detail XML" options

The Trial Balance Tab, and the summary downloads will only display whatever the most current External G/L is:

Display Historical External G/L Values on Naviga Ad Transaction Screen

If the above flag is enabled, then there will be a new column on Transaction Detail screens to reflect on historical transactions, the external GL that was present on the system GL at the time the Payment, Invoice, Credit, Debit, Finance Charge, Misc Invoice was posted.

Invoice details screen:

Payment Details Screen:

Display G/L's and adjustments on Campaign

Previously, the Revenue G/L Allocations tab would only display the total, net of adjustments. Now it is broken down to see the details (Note - Split New lines parameter is required to be "yes" on the product setup to see this breakdown):

System Admin

Importing users now has expanded settings on the import template

Tons of new fields were added to the User Import to now also set the User Security settings in addition to the User Administration settings. Here is a list of the fields, but please see additional descriptions of these in the User Import section in this documentation.

Access to Orders Sales Rep Groups Allow Maintenance	View Notes
From Name	View Actions
Title	Enter Actions
Phone Number	View Emails
Fax Number	View Comp Subs
Logout Behavior	Enter Comp Subs
Default Company	View Proposals
Default Currency	View Opps
Email when Proposal is Approved from the Portal	CRM Home Page / Menu
Email when Campaign moved to Status: Reserved 1-Contract Signed (R1)	Default Product Group
Email when Campaign moved to Status: Reserved 2 - more likely (R2)	Reps To Display
Email when Campaign moved to Status: Reserved 3 - most likely (R3)	Show All To-Do's by Default
Email when Campaign is Confirmed	Products To appear on Rep Summary
Default Proposal Status	CC Self on Production Emails
Access To Other Reps	I Can Approve Campaigns
Access to Rep Group(s)	Campaign Approval Scope
Access Only as Defined in List	Products to Display on Production Home Page
	My Team of Credit Controllers

Noteworthy Bug Fixes

Change Issue Date Periods

In previous releases there was a limitation in place when updating an issue date via Campaigns -> Change Issue Date/Period in that the period had to be open (even a future period). That limitation wasn't necessary and you can now change an issue date to a future period that is not yet an open period:

Fixed missing data "loophole" in Adjustment Tickets

When creating an adjustment ticket, there is functionality to auto-assign the ticket (based on value and other criteria) to an individual and to a group, with the expectation that both would be configured in setup. The individual would be the primary and the group would be a backup, should the primary be away and unable to complete it.

In practice though, many sites are configuring one or the other, but not both, which leaves a blank there in order entry. This leaves open an opportunity for someone to select someone manually (perhaps themselves) and then approve the adjustment, even if they shouldn't have been able to. So that loophole has been closed and if one of the assigned fields is left blank, it will be grayed out and not manually selectable. I don't think anyone was intentionally relying on that being blank, but if you were, please ensure that the setup if configured so that someone (a person or a team, or both) will be able to approve the adjustments.

As an example: In this tier the "managers" ticket team was to be assigned, with no individual named:

This was 25.6 (note the Assigned user is blank but enabled):

and this is now in 26.1 (note the Assigned user is still blank, but is not enabled):

GAM Setup - Loading Advertisers

When loading advertisers from GAM, if there are more than 5,000, you will be prompted to press a button to load advertisers if desired. Previously, it was trying to actively load the advertisers upon selecting the Advertisers node on the screen, which was causing some performance issues.

Load button will be seen here:

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Items with the UpVote image in the header came from the Customer Enhancement Portal, where our live customers get to add feature requests, look at feature requests submitted by others, add comments, and vote on things you would like to see us implement in the system. Items that were voted up in the Enhancement Portal will have this UpVote check mark next to the feature in the release guide. Since beginning the Enhancement Portal in 2022, thru the final release of 2025, 114 items from the Enhancement Portal were implemented in Naviga Ad. Keep those ideas coming and be sure to vote up good ideas from others!

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