Notes for September 7, 2024

Monarch

  • Admins can optionally have the Sales Stage on deals set to be automatically updated on "Closed-Won" or "Closed-Lost," streamlining the deal management process and ensuring consistency across the sales pipeline.
  • Deals now allow users to upload, organize, and manage Matrix Locker files specific to individual deals, providing a streamlined document management experience tailored to each deal.
  • The Project Profile now uses the Account's Display Name instead of System Name.
  • Corrected and issue where the phone label when creating or editing a contact was hidden for the primary phone selected.
  • Corrected an issue where a reassignment could show more Outlets than the reassigning manager had access to.
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