Settings - system defaults
This is where you will find the features of MagManager that you can turn on or off to personalise your MagManager account to suit your requirements.
Step 1 - Go to the main Settings page.
Step 2 - Under Settings > Select System Defaults.
Step 3 - Update by turning the toggle switch on or off. Green = On, Grey = Off.
Step 4 - Click Update to save the changes.
Below you will find an overview of the options available:
Site defaults
Show Artwork on Flat Plan by Default: Artwork will be shown by default when the flat plan loads and this will become the default flat plan view.
Show Sections on Flat Plan by Default: Sections will be shown by default when the flat plan loads. Client adverts on the flat plan will be coloured based on their Section and this will become the default flat plan view.
Allow Multiple Adverts on Premium Pages: Allows you to book multiple adverts on premium pages rather than only full pages.
Use Bound Inserts on Layout: Adds a Bound Inserts marker to the flat plan sidebar – which can be placed on the flat plan for reference purposed only, to indicate where the Insert will be placed.
Use Gamifications on Sales: Provides a leader board showing the top salesperson – (see the notes on Gamification on Sales for more details)
Show AND/OR toggle on Flags Search: Allows for a more advanced search. (See the notes on Company flags for more details)
Show Active Clients First on Client Page: When this setting is enabled and you access the clients screen, from the top navigation bar. The display will default to the ‘Active’ tab rather than the ‘All’ tab. (If you have a bespoke client list set as the default it will override this setting.)
Use Dymo printer: toggle this on if you have a Dymo address label printer, the default label size is 28mm x 89mm.
Use 36mm x 89mm Dymo Labels: (Only visible when Use Dymo Printer is switched on) toggle this setting on if you use the larger Dymo label 36mm x 89mm.
Use Provisional Bookings: Enables provisional bookings (see how to make a provisional booking for more details).
Use Booked by Rather than Assigned To on Bookings: A ‘booked By’ drop-down box appears on the booking screen to be used if the booking is made by a user other than the user assigned to the client, (see the Use Booked By Rather than Assigned To in the Bookings section for more details.)
Use Agencies: When enabled allows you to manage one or multiple clients under a single agency account.
Use Account Codes: Enables use of accounting codes with your invoicing with using third party accounts package e.g., Xero.
Use Invoice Periods: Enable If you wish to use different invoice periods rather than per issue. Options include twice per issue, 2 monthly, 6 monthly and annually.
Use Invoice Payment Receipts: When enabled this setting allows you to enter the payment date, a reference, payment type & the amount. When it’s off, an invoice is simply marked as paid by clicking the red X on the invoicing screen – no details of the payment are required.
Stamp Invoices as Paid: Once an invoice is paid a red ‘PAID’ stamp appears across the invoice.
Create 2 Invoice Lines per Item for Bi-Monthly Publications: Enable this setting for bi-monthly publications who want to invoice clients monthly.
Print Batch Invoices in One File: When you select to print a batch of invoices from the invoicing screen they will download in a single file, rather than as individual files for each invoice.
Accounts Package: If you are using MagManager in conjunction with an accounts package such as Xero, KashFlow, Sage or Quickbooks, ask us for separate notes for your package.
Set Content Prices to Zero by default: content bookings will have zero if this is toggled on.
Nag when actions are due: sets reminders when you have due actions. When switch on you can set the frequency of the reminders.
Portal settings
How to use the customer portal for clients to supply and check artwork
Use Customer Portal - Turns on the customer portal which can be used to let your clients supply and approve their artwork and view and update their contact preferences.
Assign artwork back to assigned - When using the customer portal any updates to artwork from the client will automatically be reassigned back to the use the client is assigned to.
Show invoices on customer portal - When selected clients will be able to view their invoices on the customer portal.
Show bookings on customer portal - When selected clients will be able to view their bookings on the customer portal.
Default month on publications and bookings
Here you can set the default month for the dashboard, bookings, and publications screen. This might be the current month, next month, or two months ahead.
Default print deadline
Here you can set the default Day for your print deadline. Choose the options from the drop-down boxes > Click View Example to see the dates.
Alternatively the date can be set for individual issues by going to System Settings > Under Publications & Bookings > Click Publications > Click Publication Name > On the issues tab – click the edit icon to edit the Copy Deadline date, then click the save icon to save the changes.
SMTP settings (only visible if switched on)
These are the settings required should you wish to use your own mail server to send system emails from MagManager.
SMTP - configuring a custom mail server.
SMS settings
These are the settings required to send SMS text message through the integration with Text Marketer. See the section on Sending SMS Text Message in MagManager for full set up instructions.
How to set up MagManager to send SMS messages.
Printer FPT settings
For AutoPublish users who print with Stephens & George – your print ready PDF can be transferred directly to them, within minutes your publication is available for soft proof on their Apogee system.
Auto Publish direct to Stephens & George.
Mailchimp setting
These are the settings required to set up the API integration between MagManager and MailChimp.
How to connect MagManager to MailChimp.
