Your quarterly round-up for all of Ui.Marketing’s internal releases as well as a sneak peek into what is coming next quarter!
📝 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! 🎉
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
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…
We removed AdMix, Specialized, and Under Review from our proposal tool
Text formatting in notes and messages
Flagging line items
📈 Reports
Removal of Heat Map
A few other things we released in Reporting…
🗂️ Admin
The Academy - Northpass
We launched our new LMS, The Academy, which is run out of Northpass.
Notifications
Updating a Product (Support Only)
User Management (Support Only)
A few other things we released for Admin…
Ability to export a Product list into a CSV
🤩 What's Coming Next
Here is a sneak peek at some of what we got coming for you in Q3!
🍃 Alt Network Reporting in Ui.Marketing and no longer an iFrame/Additional Report
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