Notes for October 4, 2025

Monarch

• Clarity can now help put an end to “Send me some free times” back and forth emails with the new Scheduler functionality! Clarity users can now create links that external contacts can use to get a view of your free times on your calendar and schedule time with you in those slots. You define all the parameters from days of the week to times of the day and length of the meeting. Cut to the chase with Clarity Scheduler! 
• Mobile has been updated to warn you about scheduling future, overlapping meetings if you have Clarity enabled as well. 
• Flex Fields can now be tied to Unit Codes and used as part of the reconciliation process on deals with projects. 
• Added an indicator to the Run button on reports to let you know the report is running. 
• Reports exported to CSV are once again showing all groups when multi-level groups are included in the export.  
• Enhanced logic on the Account Profile for Relationships after full Account and Agency reassignments are performed so that valid relationships are displayed on these profiles.  
• The Agency Profile has been updated to show the pending dollars for any Prospecting relationship with an account that is not a lead.  
• Addressed an issue where Salespeople could see an extra, generic new business row on the budget entry screen.