Notes for May 4, 2024

Monarch

• If categories are required for account creation then you will no longer be able to create a new account when adding a prospecting relationship on an Agency profile page or from Create/Edit Activity workflows in mobile. This brings user created accounts workflow in line with other areas where accounts could be created (such as the Account field on an Activity) and enforces creation through the Add Account menu.
• The forecast Report will show proper Forecast and Weighted Forecast calculations when showing both Pending and Weighted pending amount, simultaneously, as well as including Pitched Projects in the Forecast.
• The Forecast Report will show correct Project dollars when you filter on Unit Codes (if used) and no longer requires the selection of the N/A Unit Code in order to accurately display pitched amounts. 
• Corrected an issue with the Activity Date changing if you tried to add a new activity but did not fill out all required field.