Notes for March 2, 2024

Monarch

• The latest forecast year to use for a budget autofill will now match the budget year. For example, when you go to autofill your 2025 budget, you will be able to select from the 2025 Forecast year or earlier instead of only previous year forecasts.
• Admins that want to remove old Activity Types can now choose the new Activity Type to map your existing activities to. This is a great new feature for groups wanting to update their Activities and CRM engagement. Reach out to your Success Manager for more information on how we can help you begin your CRM Renaissance today!