Notes for February 1, 2025

Monarch

• Clarity now has an option that can be enabled by the Administrator to automatically delete Activities created through the integration if there is no Contact, Account, or Agency added within 7 days of creation. This helps to keep cleaner, detailed Activities within Monarch while still allowing users the ability to update them with more information in a timely manner. 
• Corrected an issue where Clarity was creating duplicate notes in the Outlook calendar event when you made an update within Monarch to the corresponding Activity. 
• When updating a note on an Activity in Monarch that has synced with Clarity to Outlook, the update will be reflected on the Calendar Event. 
• Addressed an issue where Clarity could send updates to meeting attendees without being user prompted. 
• The Sales Productivity will once again respect filters applied for Activity Types