Notes for May 23, 2019

Monarch

  • The Sales Outlook will once again display budget values for customers that are not budgeting by salesperson. This was unintentionally hidden after Salesperson filters were added to the Sales Outlook. You will need to check your Salesperson filters to ensure that N/A is selected as this will hold the dollars so that the grand total displays correctly.


Everyone

  • Corrected an issue that prevented some users from accessing the Salesperson filter while filling out budgets
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