Notes for February 3, 2024
- The Deal Status Report will show the Lost Reason for all Lost deals on screen, in CSV export, and Excel export.
- Corrected an issue where a partial reassignment could change the pitch statuses of a project associated with the reassigned account.
- The filters on the Account and Agency Maintenance Report will once again be applied to results without throwing an error when running the report. Additionally, when exporting the report to Excel and a date contains both Account and Agency changes, the Agencies will once again display under the Agency grouping instead of the Account grouping