Notes for November 14, 2023

Monarch

• The Pitched Amount was previously showing a different value when comparing the Forecast Report and Market Project Report. This has now been corrected.
• Corrected an issue where the Deal Status Report would not maintain sort order on Deal Weight when it was the first hierarchy and the report was exported to Excel.
• The Activity Analysis dashboard will show the names of Activity Types specific to your organization as opposed to the generic, default names that come with Monarch.
• The Pacing and Forecast Change Reports will no longer display an error when trying to download the report or display the specific hierarchy when Media Type is included at one of the hierarchy levels.
• Corrected an issue where Admins would remove Outlets from a team and then later Unmerge Outlets from the removed Outlet and the original teams would regain access to those outlets.
• Fixed an issue where Accounts could be hidden on the Account List if an unmerge happened after a reassignment of the account. Now the Unmerged Accounts will immediately display on the Account List.
• Salespeople can once again add contacts to their activities from Shared Accounts