Notes for June 14, 2025

Monarch

• Flex Fields can now be tied to Budgets in addition to the existing Booked and Pending locations now giving you a full view of your sales dollars across all of Monarch 
• Flex Fields are part of the New Business Comparison and Deal Status Reports 
• The Contact List has been improved with a lot of your feedback requests. Some of the improvements include: 
  • Improved performance 
  • New, modern UI consistent with other areas of Monarch  
  • Filters in column headers 
  • Viewing Account or Agency contacts  
  • Mass deleting and emailing contacts  
• When adding an Account or an Agency the Outlet selection has been improved to display Outlets by groups and allow for quick searching for specific outlets to be selected 
• Filters on the Account List are now sticky filters and will remember your last used settings each time the page loads. This has been shown to improve performance in some users as well if you choose to set specific filters over the existing defaults so be sure to set the Account List in a way that best suits your workflows! 
• Improved the performance of the Activity Method and Activity Type filters throughout Monarch 
• Improved the performance of the Activity Report when run with larger time frames like a full year. There is still potential for a time out on large datasets as we continue to address other performance related areas on this report.  
• Corrected an issue with Activities created from Clarity Calendar Events where if you changed the activity type it would change back after the meeting was accepted by attendees.