Notes for August 2, 2025

Monarch

• Addressed an issue where changing the Outlet on a deal from the default Outlets setup in My Preferences could remove the Revenue Type selected on the deal upon refresh.
• Corrected an issue on the Account List for Managers with more complex security partitions that could see more Outlets than allowed at the Account Subgrid level.
• Clicking on the email address or using the mass action email on the Contact List will add the Matrix Activity Email address to the BCC line for customers that are not using Clarity.