Notes for July 13, 2024

Monarch

• Agency will be automatically added to deals now. You can change the selected Agency if you know a different Agency will be handling the business you are pitching much the same way how yo could change preselected values like Category on deals for years. This should smooth out the deal creation workflow and increase reporting accuracy.
• Corrected an issue that prevented agencies that were not related to the Account from being added to a deal and creating a relationship.
• The "Projects" filter in reports will now show projects group by year (latest year at the top), alphabetized, and is searchable.
• When adding an Activity and selecting a project you can now remove that project from the Activity without having to cancel the Activity.
• Fixed a bug on adding an Activity where the Account was removed from an Activity after adding a project.
• When editing an Activity, the Project field will now only allow current projects be added to the Activity just like the Add an Activity workflow.
• Leads will no longer think they have a valid address when only the Country is filled in. Leads require a full Country, Address1, City, State, and Zip in order to qualify to be submitted along with a Contact and Activity. 
• Corrected an issue where some users were not receiving their lead approval emails in a timely manner.
• Corrected an issue where admin teams could not be deleted if you had also deleted some activity types prior to.