Notes for November 15, 2024

Monarch

• The Sales Outlook Pod now contains an option to show Proposed dollars which also includes corresponding Pipeline columns. 
• Corrected an issue with the Budget entry and Top Down Forecast entry screens where numbers could occasionally be saved in the wrong order causing reported values to be incorrect and editing necessary. 
• Clarity can optionally be configured to automatically delete activities that it creates if a Contact, Account, or Agency is not added to one. This allows for a grace period to manage the Activities while helping to ensure quality information is tracked.