Friday
October
4

Welcome to PRIME HQ 9.0



What's New in 9.0?

  • Revamp to Publication Listing Editor to include tabs for Sales, Production, Categories, History and Business Details.
  • Production instructions switched from simple textbox to proper Interaction record with Author, Date/Time stamp.
  • Updates to 'Send to Production' page to pull in marketing plan for products and production instructions.
  • Publication listing statuses updated with color-coded buttons.
  • Business Detail Community/Media tab updated to list out all related marketing agreements.
  • Ability to create new marketing agreements from Business Detail Community/Media tab publications.
  • New Marketing Agreement Wizard enhanced to better support production instructions and associations to new publications/products.
  • Category selections hidden from new marketing agreement wizard when not applicable.
  • Update to Marketing Agreement Item Editor to remove category and production instructions. Functionality moved to publication listing editor.
  • 12 monthly payment option removed from Marketing Guides.
  • 2-month payment option added to Marketing Guides.
  • 9-month payment option changed to 10-month payment option.
  • Update to Approval report to only include guide publications.
  • Link to Approval report included on Marketing Plan Agreement page.
  • Enhancements to Quick notes to allow adding without closing window.
  • Ad Details column added to marketing agreement detail table for quick view of categories, notes and client submitting status.
  • Send to production email notice modified to include new production notice interactions.
  • Update to send to production email to include linkage to business detail, community media tab.
  • Users no longer able to add tasks to closed projects.
  • VIO renamed to Cold.
  • House accounts moved to Unassigned
  • Update to Sales Portal Renewals panel to only show callbacks for businesses that are renewals.
  • Performance boost to primary publication listings query.
  • Artwork contact listed on Business Detail General tab.

PRIME-HQ 9.0.1 (8/20/2024)

  • Add Production Instructions moved to top of panel in Publication Listing editor.
  • Approval report updated to only show one line of category listing phone, without (See Ad Page).
  • Fix to reopening a task, clearing out Completed By entry.

PRIME-HQ 9.0.2 (8/21/2024)

  • Taskboard Business column.
  • Selectable columns in Taskboard for Project, Business and Author.

PRIME-HQ 9.0.3 (8/22/2024)

  • Restoration of (See Ad ___) in approval report (if applicable).
  • Fix to 12-month selection rendering on marketing agreement.

PRIME-HQ 9.0.4 (9/11/2024)

  • Fix to query by City.
  • Update to 'Edit Listing' link on Publication Listing Editor to save upon click.
  • Selected categories visible (and uncheckable) for publications marked for no categories.