Release Video

Thank you to those who joined us live! The recording is below if you missed it, or if you loved it so much you want to watch again.

Recording

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)