Notes for April 6, 2024

Monarch

• Pitched dollars for previous months are now included in the monthly reconciliation process that runs at the beginning of each month to remove past pending dollars. Now all historical Pending and Project Pitched dollars will be zeroed out with this monthly clean up.
• Corrected an issue where some deleted lead and prospect accounts may re-appear on the Account List. They should now remain deleted.
• Fixed a bug where main activity types were also displaying as activity subtypes
• The Deal Status will remain Closed when visiting a Deal Profile page with a Project after the deal has been reconciled and not set back to an Open status. Please note that accessing the Deal Profile did not always reset the status of the deal back to an open state.