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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.