Notes for July 11, 2026

Monarch

• We have a new integration with Waymark! Create AI video advertisements from your CRM information in Monarch. Videos can be generated and displayed from the Account Profile page and will be available to be shared with your buyers to help you close deals faster with organizations that resonate more with seeing is believing! Reach out to your Success Manager about this exciting update today! You will need an active Waymark subscription to take advantage of this. 
• When adding a new Account (Lead or Prospect) you will have new optional checkboxes at the bottom left of the window to also add a Contact and Activity. You don’t have to use these, but when you do the Contact and/or Activity will be required and will be the same forms you fill out on their respect “Add” menus. The whole experience is designed to eliminate double entry and extra load times, and we are seeing about 66% improved time to enter an Account, Contact, and Activity by using this single workflow as opposed to the flows individually. 
• When we recognize a report export is going to take a longer amount of time to generate, we will shift it to an offline queue and email you when the report is ready instead of forcing you to wait for the download. 
• You can optionally choose to not sync your Meeting and Call notes with the Clarity integration, allowing you to keep your notes internal instead of being sent out to all recipients. This can also be done after the initial Meeting or Call is scheduled if you want to sync at first and then disable the syncing after.  
• Corrected an issue where budgets entered against a fiscal offset calendar with Autofill used the incorrect pending portion of the calculation. It now uses the correct Booked and Pending values to calculate the Autofill Budget. 
• Corrected an issue that could prevent some contacts from being saved to Monarch via Clarity. 
• The Category for an Account will once again display on the mobile Edit Account view. Editing this will update the Prospecting Category for the Account.  
• Activity Report performance has been tuned when run for long time frames.