Matrix Support

Notes for September 9, 2023


  • Corrected an issue where partial reassignments could place pending dollars into a different month for the new owner. (Note this is already in EA)
  • The Account Growth data card was incorrectly stating revenue on the KEEP booked columns and has now been corrected.
  • The Activity Report was omitting contacts on the Activities when 2 or more contacts existed and you also removed one or more of those saved contacts on the activity that had affiliations to an Account or Agency also on the Activity. Now removing those contacts does not impact other contacts already on the Activity and will result in them displaying on the report without issue.
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