Release Notes

Advvy Release Notes – Directory

2021 Release Notes

 

October 2021 V3.2021.10.2
  • Introducing Advvy Self-Help 
  • Campaign Plan: Re-design with NEW Grouping 
  • Campaign Workflow Activities: Add New Stage 
  • Advvy Team work stage ordering plus Project Tasks 
  • Advvy Activities: Quick Add Time (New) + Effort Summary Reports (New) 
  • Media Plan: Advvy Add-in for Excel V3 (New) 
  • Media Plan: Validate Data 
  • Media Plan: Fast Sync + Campaign Import Jobs 
  • Media Plan: Advvy Data Flighting valid fields 
  • Campaign Media Summary – Create MBA (New) 
  • Client Portal: Re-design with NEW MBAs 
  • Reports: Champions report for Team Groups 
  • Platform: New Fields – Language, Fee Type (Fees, Charges, Rebates)
  • view detailed release notes for more…

 

June 2021 V3.2021.6.21
  • Campaign: Media Summary & Workflow Summary Tabs (Re-designed)
  • Campaign: Details – Mandatory Date Fields
  • Campaign: Significant Date field (New)
  • Projects & Project Workflow (New)
  • Campaign Task: Effort Logging (Beta)
  • Campaign Media: Create MBA (Beta)
  • Platform: Notification flows (Beta)
  • view detailed release notes for more…

 

April 2021 V3.2021.4.9
  • Added Bulk-Edit Progress Status button to Advvy Activities
  • Added +New Advvy Activity button to Advvy Activities
  • Campaign start and end date now a required field
  • Client Portal: Portal Access Task Functionality (Client Assigned Tasks & Report for Portal)
  • Client Portal: Added “Last Updated” field to Campaign Section
  • Client Portal: Graphs added to display campaign-related data
  • Client Portal: Campaign Plan Section Renamed to Media Investment
  • Client Portal: Clients can deactivate briefs
  • Client Portal: %Completion being controlled by Report for Statistics Flag
  • Client Portal: Portal – Workflow Plan – Timeline of Client Interested Tasks
  • View detailed release notes for more…

 

February 2021 V3.2021.2.30
  • New Kanban board view added to Advvy Activities section
  • Updated Activity Form Layout
  • New Feature – Task types can be changed at the campaign level
  • New Feature – All users can now add a role to ad hoc tasks
  • view detailed release notes for more…

 


2020 Release Notes

December 2020 V3.2020.12.25
  • New Parent Campaign 
  • New Parent Interested Tasks
  • New Workflow Plan (Beta V1)
  • Updated Recurring Tasks process
  • Show Team Group Membership on the User Record
  • Expand Workflow Roles list in Campaign Record

 

October 2020 V3.2020.10.45
  • New Copy Task Functionality
  • New Task Notification via Email
  • New Task Bulk Edit +/- Days to All Tasks Selected
  • New Campaign ‘On Hold’ status using Deactivate
  • New Campaign Reporting Features by Campaign
  • New Campaign Reporting Features by Client
  • New Campaign Plan Component
July 2020 V3.2020.7.36
  • New Advvy Activities – A new place to find all of your outstanding tasks and activities
  • New Advanced Filters – a new way to filter your lists using Microsoft Advanced filtering
  • Updated Advvy Team Groups– Client and Product Relationship
  • Updated Views and Dashboards – New Campaign Health Dashboard, Executive Dashboard and more

 

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