Live chat with PATS Support specialists
Instant support using chat. A new Chat with Support option on the Help menu opens a chat dialog, giving you immediate assistance from the PATS Support team. Chat conversations generate a full support ticket, the same as when you call – so you can expect the same level of service, with solutions even faster.
Enhancements to Proposals & Orders
Automated agency notifications. Each proposal you send to a Prisma user now triggers a notification email to the agency with a direct link to the proposal in Prisma, making it simple to keep agencies up to date.
Greater flexibility with regional targeting for digital. Regional targeting is now also available for digital with the Region field added to digital line items. Catalogue users can manage their regions in Media property settings, set a default, and control whether free form text is accepted.
Permission controls for auto-population of product data. The ability to access a selection list of matching catalog products in the placement Name is now restricted to users with the appropriate Catalogue security permissions.
Enter free form text. Free form text is now only accepted in order, proposal, and revision line item fields if this is permitted through an associated media property setting.
Trial the beta version of the Orders navigation sidebar. Click the invitation link in the notification box on the Order details to try this beta feature. Once in beta mode, the notification box is updated with the leave link for you to use to return to the current release. As a reminder, this notification is displayed permanently whilst you have the beta version implemented.
Improved control of your catalogue
Faster catalogue creation with import. Creating a new catalogue of products is easy with the CSV (comma separated file) import leaving you free to create your catalogue externally in Excel and then import it into PATS with the new Import button.
Import overwrites any details already in your catalogue, but until you click Save, you still have the option to reject the changes.
Keep your catalogue current. You can now delete unwanted products from your catalogue, helping you keep it tidy, and listings up to date.
Report writer. The Placement domain’s Placement number has been renamed to Placement ID.
Drag-fill on Orders and Proposals is now fully functioning again.
See the Known issues page page.