Notes for December 6, 2025

Monarch

• A Salesperson Filter has been added to the Prospecting page for managers looking to zero in on specific approval and reassignment requests from sellers.  
• The Accounts Receivable data card on your home page now contains Outlet and Salesperson filters. 
• The Espresso Shot now contains Accounts Receivable information if you are using that integration from Wide Orbit with Monarch. It will show the number of invoices that are in collection like the data card within Monarch.  
• Corrected an issue where tags would occasionally not be applied to an Account via the List Builder pages. 
• Fixed a display issue with the pins disappearing in the Map Results option of List Builder and the Locate Other Accounts Nearby mobile feature.