Notes for February 7, 2026

Monarch

• When adding a new Account or Agency - if you try to create the company with an existing name that is merged into another name we will let you know this and inform you that the Account or Agency will be saved with the merge to name to eliminate future confusion. 
• The Budget Report can now show both the Top Down and Bottom Up Budgets for managers only. This is handled through the Metrics selection and will create 2 new columns. The first will be the budget not selected (ex: if i select to view the Top Down budget we will create a column for the Bottom Up Budget for you on this metric) and the second will be the Selected budget – the unselected budget (ex: if Top Down was selected it would be Top Down – Bottom UP as a dollar value). Any columns that previously were labeled “Budget” will now call out which budget is being used for further clarification. 
• Partial reassignments could cause the reassignment icon to linger even though the reassignment had finished. This has been corrected.  
• Managers adding activities with one or more projects for a salesperson will no longer be added to the project page as an Account owner. Only the salesperson on the activity will be added to the Project page.