Notes for October 31, 2019


  • Corrected - Ranking Report CSV sort is working now for top hierarchy
  • Corrected - occasional errors that were disturbing some Activities workflow
  • Corrected - SortBy option on MYSH report sort by year as expected
  • Corrected - Reports and Sales Outlook show correct data when logging in with UTC+ system time zone
  • Deal Status Report export includes auto-reconciled deals
  • We have added Outlets to Mobile Activities
  • Excel Exports respect sort order on all the reports
  • Prior 3 years of budget subtotals to the top of the entry screen


  • Activity List: Paging and sorting is working
  • Activity List: Shared Access Salesperson has a Salesperson Filter
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