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Version 8.5 (4/30/2024)
New Main Marketing Consultant field at the Business level.
Businesses grid filter updated to filter on main marketing consultant when no media selected.
Business detail community tab updated to detail main marketing consultant.
Business editor enhanced to allow main marketing consultant to be specified and fanned out to specific media.
Reassign Marketing Consultants tool enhanced to include main marketing consultant and the ability to select multiple consultants to evenly shuffle to.
Rename/Standardization of Consultant to Marketing Consultant in the interface.
Support for locking marketing consultants, icon indicator on general and community media tabs.
Ability to add items to a marketing plan from the wizard.
Marketing Plan wizard updated to skip step 1 when adding from a business.
New Project Wizard updated to skip step 1 when adding from a business.
Marketing Plan Editor enhanced to include Project Template selection when creating project.
Ability to enter in Main Contact when creating a new business.
Ability to add Media when creating a new business.
New quick note entry for 'Revisions Needed'.
Related Businesses panel in Business editor collapsed by default when no records.
Audit trail enhanced to log changes to marketing consultant and account manager.
Ability to mass add businesses to media by city.
Add media to business window reworked with hierarchical checkbox tree.
Publish panel hidden in Contact Editor.
Businesses and Contacts moved under Agency menu.
Version 8.5.1 (5/2/2024)
Marketing Consultant Shuffler updated to exclude sold and inactive publication listings.