Notes for September 7, 2024

Monarch

• Admins can optionally have the Sales Stage on deals set to be automatically updated on "Closed-Won" or "Closed-Lost," streamlining the deal management process and ensuring consistency across the sales pipeline.
• Deals now allow users to upload, organize, and manage Matrix Locker files specific to individual deals, providing a streamlined document management experience tailored to each deal.
• The Project Profile now uses the Account's Display Name instead of System Name.
• Corrected and issue where the phone label when creating or editing a contact was hidden for the primary phone selected.
• Corrected an issue where a reassignment could show more Outlets than the reassigning manager had access to.