Notes for January 10, 2026

Monarch

• Added a new Scenario to the Deals landing page to show only the deals with a project attached to them. 
• Reduced chance of timeouts and Improved performance of the budget autofill process.  
• Addressed the Activity Profile’s slower loading of the Office field and the Account name being hidden from the UI 
• Corrected an issue where exporting the Activity Report would fail due to emoji’s existing in the activity message bodies (typically caused from emoji’s in saved email activities from the email client).  
• You can once again remove shared access from the Account List’s Mass Actions. 
• Adjusted horizontal bar charts throughout Monarch so that the minimum value on the X axis is less than the lowest value bar so as to not look like dollars are missing on the chart. 
• Addressed an issue on deals where fields could unexpectedly revert after modifying another field (ex: the Month/Year reverting after changing the Office). 
• The Pending Last Update Date on the Forecast Report has been redesigned to better reflect actual updates to the pending values as its name suggests. The only thing that triggers the date to be updated is actually updating the dollar amount on a deal. Updates to values on the Outlets, Revenue Types, Adding a project, etc will no longer trigger an update to the Pending Last Update Date. Those changes will still be reflected on the deal itself with the deal last update date, however.