Notes for September 6, 2025

Monarch

• When you change the automatically affiliated agency on a deal, that selection will be remembered on the next deal that you create so that subsequent deals are created with what you noted was the last known correct agency to use. That selection will remain until a new relationship is established (ex: new billing comes in under a new agency). 
• Updated the Master Account List Last and Next Activity Type columns to show the Activity TYPE instead of METHOD to be a bit more descriptive. 
• Selecting 1 or more contacts on the Contact List will no longer cover up the navigation controls with mass actions. You will always be able to scroll just a bit further to get to the navigation. 
• The filters on the budget entry screen are once again sticky. 
• When adding an unrelated Account or Agency to a deal, the relationship that is formed on the deal will display on the corresponding Account and Agency profile pages as a Prospecting Relationship. 
• The run button on Projections is disabled any time the configuration or detail rows are loading. This was done to prevent settings from being saved improperly which would cause the projections to not display on screen. 
• The number of items on a report could display incorrectly on reports with more than 1 page of information and has been corrected. 
• Editing a user as an admin will no longer try to add additional teams to their partition.