Matrix Support

Notes for September 23, 2020


  • You can now download your budgets for offline editing in Excel and then upload your changes back into Monarch when done. Please exercise caution in multiple people doing this at the same time as you stand a high risk of overwriting and/or zeroing out budgets when more than one person has exported and intends to import their changes back in. We highly encourage you to read over our Knowledge Base Article before using this new, time saving functionality¬†
  • The Activity Report will now show attachments on the email activities that were sent to Monarch.
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