Notes for December 14, 2017
Monarch
- You can now display the contacts from multiple agencies within your Account Profile! This shortcut allows you to view important information like names, companies, titles, phone numbers, and email addresses without searching for or navigating to other areas within the product. Along with this change, we will suggest possible contacts to connect which means that you'll be able to specify the EXACT contacts that you wish to pull in from those other agencies! We know that you work with multiple people from an agency for multiple accounts so there is no reason to display everybody, thus creating a lot of noise.