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Your quarterly round-up for all of Ui.Marketing’s internal releases as well as a sneak peek into what is coming next quarter!

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📝 Orders

🎉 This was our biggest release yet! Starting on 5/16/23, we migrated everything out of Zendesk and into our new OMS in Ui.Marketing! 🎉

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With this shift were many other amazing tasks like:

  • Migrated out of Internal Tools (IT) for billing and pacing and moved into Tableau

  • Moved our RFP process to HubSpot

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Line Item CSV Download

External Pacing Metrics

Enhanced Orders & Line Items Tables

We now use an updated design for our Order and Line Item tables. These tables allow you to…

  • Adjust the column widths

  • Sort by flagged line items

  • Apply sorting and column widths to saved views

  • In-line editing on the line item table (internal/admin users only) for Assignee and Status

  • Infinite scroll - no more going page to page!

Draft Line Items

A few other things we released in Orders…

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📈 Reports

Removal of Heat Map

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We launched our new LMS, The Academy, which is run out of Northpass.

Notifications

Updating a Product (Support Only)

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Here is a sneak peek at some of what we got coming for you in Q3!

🍃 Alt Network Reporting now in Ui.Marketing and no longer an iFrame/Additional Report

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