September 2024 Updates

If you have a product that is running Visit Tracking, you will now see that included on the Digital Media Planner PDF. This will be indicated in the Strategy Details box, to highlight which specific products are going to track visits.

Search fields no longer case-sensitive

To help with searching for workspaces, clients, and variables, the search fields are no longer case sensitive.

Only Variables in use show by default

When opening the “Proposal Custom Variables” section in the lefthand menu of the edit page, you will now only see the variables in use by the proposal. You are still able to expand to see all variables by clicking on the “Show all variables” button.

Updated variable search bar

To help when searching for variables in the search bar, we have updated the logic so that you don’t need to type in the full variable name to find what you are looking for. Typing in any keyword associated with the variable name will display the results.