Notes for October 31, 2019
Product Team
Everyone
- Corrected - Ranking Report CSV sort is working now for top hierarchy
- Corrected - occasional errors that were disturbing some Activities workflow
- Corrected - SortBy option on MYSH report sort by year as expected
- Corrected - Reports and Sales Outlook show correct data when logging in with UTC+ system time zone
- Deal Status Report export includes auto-reconciled deals
- We have added Outlets to Mobile Activities
- Excel Exports respect sort order on all the reports
- Prior 3 years of budget subtotals to the top of the entry screen
Monarch
- Activity List: Paging and sorting is working
- Activity List: Shared Access Salesperson has a Salesperson Filter